Makambani makuru ekugadzira zvinhu zvakaita semiconductor nemagetsi ari kuwedzera mashandiro awo muVietnam, zvichiwedzera kusimbisa mukurumbira wenyika senzvimbo inokwezva yekudyara mari.
Sekureva kwedata kubva kuGeneral Department of Customs, muhafu yekutanga yaZvita, mari inoshandiswa pakutenga makomputa, zvigadzirwa zvemagetsi, uye zvikamu zvakatengwa yakasvika mabhiriyoni emadhora $4.52, zvichiunza kukosha kwese kwezvinhu izvi kusvika mabhiriyoni emadhora $102.25 kusvika pari zvino gore rino, kuwedzera kwe21.4% zvichienzaniswa negore ra2023. Panguva iyi, General Department of Customs yakati panosvika gore ra2024, kukosha kwekutengesa makomputa, zvigadzirwa zvemagetsi, zvikamu, uye mafoni anotarisirwa kusvika mabhiriyoni emadhora $120. Kana tichienzanisa, kukosha kwekutengesa kunze kwegore rapfuura kwaive kuda kusvika mabhiriyoni emadhora $110, nemadhora $57.3 bhiriyoni achibva kumakomputa, zvigadzirwa zvemagetsi, uye zvikamu, uye yasara kubva kumafoni akagadzirwa nemaoko.
Mazwi anotsanangura, Nvidia, uye Marvell
Kambani inotungamira muUS yekugadzira otomatiki yemagetsi inonzi Synopsys yakavhura hofisi yayo yechina muVietnam svondo rapfuura muHanoi. Mugadziri wemachipisi uyu atove nemahofisi maviri muHo Chi Minh City uye rimwe muDa Nang kumahombekombe epakati, uye ari kuwedzera kubatanidzwa kwayo muindasitiri yemasemiconductor muVietnam.
Munguva yekushanya kwaMutungamiri weUS Joe Biden kuHanoi musi wa10-11 Gunyana, 2023, hukama pakati penyika mbiri idzi hwakasimudzirwa kusvika padanho repamusoro rezvemitemo. Vhiki imwe chete gare gare, Synopsys yakatanga kushanda pamwe chete neDhipatimendi reInformation and Communications Technology pasi peMinistry of Information and Communications yeVietnam kukurudzira kuvandudzwa kweindasitiri yesemiconductor muVietnam.
Synopsys yakazvipira kubatsira indasitiri ye semiconductor yenyika iyi kukudziridza tarenda rekugadzira machipisi uye kusimudzira kugona kwekutsvagisa nekugadzira. Mushure mekuvhurwa kwehofisi yayo yechina muVietnam, kambani iyi iri kutsvaga vashandi vatsva.
Musi wa5 Zvita 2024, Nvidia yakasaina chibvumirano nehurumende yeVietnam kuti vagadzire pamwe chete nzvimbo yekutsvagisa nekusimudzira AI nenzvimbo yedata muVietnam, iyo inotarisirwa kuisa nyika senzvimbo yeAI muAsia inotsigirwa neNvidia. Mukuru weNvidia Jensen Huang akataura kuti iyi ndiyo "nguva yakakodzera" yekuti Vietnam ivake remangwana rayo reAI, achitaura nezvechiitiko ichi se "kuzvarwa kweNvidia Vietnam."
Nvidia yakazivisawo kutenga kambani itsva yekurapa yeVinBrain kubva kukambani yeVietnamese yeVingroup. Kukosha kwekutengeserana uku hakuna kuziviswa. VinBrain yakapa mhinduro kuzvipatara 182 munyika dzinosanganisira Vietnam, US, India, neAustralia kuti ivandudze mashandiro evashandi vekurapa.
Muna Kubvumbi 2024, kambani yetekinoroji yekuVietnam yeFPT yakazivisa hurongwa hwekuvaka fekitori yeAI yemadhora mamiriyoni mazana maviri ichishandisa machipisi emifananidzo nesoftware yeNvidia. Sekureva kwegwaro rekunzwisisana rakasainwa nemakambani maviri aya, fekitori iyi ichave nemakombiyuta makuru akavakirwa patekinoroji yazvino yeNvidia, senge H100 Tensor Core GPUs, uye ichapa cloud computing yekutsvagisa nekuvandudza AI.
Imwe kambani yekuAmerica, Marvell Technology, inoronga kuvhura nzvimbo itsva yekugadzira magadzirirwo muHo Chi Minh City muna 2025, mushure mekugadzwa kwenzvimbo yakafanana muDa Nang, iyo ichatanga kushanda muchikamu chechipiri chegore ra2024.
Muna Chivabvu 2024, Marvell akati, "Kukura kwebhizinesi kunoratidza kuzvipira kwekambani kuvaka nzvimbo yekugadzira ma semiconductor yepamusoro-soro munyika." Yakazivisawo kuti vashandi vayo muVietnam vakawedzera neanopfuura 30% mumwedzi misere chete, kubva munaGunyana 2023 kusvika Kubvumbi 2024.
Pamusangano weUS-Vietnam Innovation and Investment Summit wakaitwa munaGunyana 2023, Sachigaro weMarvell uye CEO Matt Murphy vakapinda musangano uyu, uko nyanzvi yekugadzira machipisi yakazvipira kuwedzera vashandi vayo muVietnam ne50% mukati memakore matatu.
Loi Nguyen, anobva kuHo Chi Minh City uye parizvino ari Executive Vice President weCloud Optical kuMarvell, akatsanangura kudzoka kwake kuHo Chi Minh City se "kudzoka kumba."
Goertek naFoxconn
Nerutsigiro rweInternational Finance Corporation (IFC), sangano rezvemari reWorld Bank, kambani inogadzira zvemagetsi yekuChina, Goertek, inoronga kuwedzera kaviri kugadzirwa kwayo kwemadrone (UAV) muVietnam kusvika pa60,000 pagore.
Kambani iri pasi payo, Goertek Technology Vina, iri kutsvaga mvumo kubva kuvakuru vakuru vekuVietnam yekuwedzera makambani muBac Ninh Province, iyo iri pamuganhu neHanoi, sechikamu chekuzvipira kwayo kuisa mari inosvika mamiriyoni mazana mashanu nemakumi matanhatu nemashanu nemazana manomwe emadhora ($565.7 miriyoni) mudunhu iri, iro rine zvivakwa zvekugadzira zveSamsung Electronics.
Kubva muna Chikumi 2023, fekitori iri muQue Vo Industrial Park yave ichigadzira madrone zviuru makumi matatu pagore kuburikidza nemitsetse mina yekugadzira. Fekitori iyi yakagadzirirwa kugona mayunitsi zana negumi pagore, ichigadzira kwete madrone chete asiwo mahedhifoni, mahedhifoni echokwadi chaiwo, zvishandiso zvechokwadi zvakawedzeredzwa, masipika, makamera, makamera anobhururuka, mabhodhi edunhu akadhindwa, machaja, makiyi akangwara, uye zvikamu zvemakonsoro emitambo.
Zvichienderana nehurongwa hwaGoertek, fekitori iyi ichakura kusvika pamitsetse misere yekugadzira, ichigadzira madrone zviuru makumi matanhatu pagore. Ichagadzirawo zvikamu zvemadrone zviuru makumi matatu nerimwe gore rega rega, zvinosanganisira machaja, macontroller, mamepu reader, uye stabilizers, izvo zvisiri kugadzirwa pari zvino pari zvino pafekitori.
Kambani hombe yekuTaiwan yeFoxconn ichaisa mari yemamiriyoni gumi nematanhatu emadhora mukambani yayo yeCompal Technology (Vietnam) Co., iri muQuang Ninh Province pedyo nemuganhu weChina.
Compal Technology yakagamuchira gwaro rayo rekunyoresa mari muna Mbudzi 2024, zvichiwedzera mari yayo yese kubva pamadhora mamiriyoni zana nemakumi matatu nemanomwe muna 2019 kusvika pamadhora mamiriyoni zana nemakumi mashanu nematatu. Kuwedzera uku kwakarongerwa kutanga zviri pamutemo muna Kubvumbi 2025, nechinangwa chekuwedzera kugadzirwa kwezvikamu zvemagetsi nemafuremu ezvigadzirwa zvemagetsi (madesktop, malaptop, mapiritsi, uye nzvimbo dzemaseva). Kambani iyi inoronga kuwedzera vashandi vayo kubva pavashandi vari pari zvino vari 1,060 kusvika pa2,010.
Foxconn ikambani huru inotengesa michina yeApple uye ine nzvimbo dzakawanda dzekugadzira michina kuchamhembe kweVietnam. Kambani yayo, Sunwoda Electronic (Bac Ninh) Co., iri kuisa mari inosvika mamiriyoni masere emadhora mufekitori yayo muBac Ninh Province, pedyo neHanoi, kuti igadzire michina yakabatana.
Fekitori yekuVietnam inotarisirwa kuisa michina panosvika Chivabvu 2026, kugadzirwa kwekuyedza kuchitanga mwedzi mumwe chete gare gare uye kushanda kwakazara kuchitanga muna Zvita 2026.
Mushure mekuwedzera kwefekitori yayo muGwangju Industrial Park, kambani iyi ichagadzira mota dzinosvika mamiriyoni mana nehafu pagore, dzese dzichatumirwa kuUS, Europe, neJapan.
Nguva yekutumira: Zvita-23-2024