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Nūhou ʻOihana: Ke hele nei nā hui semiconductor nui i Vietnam

Nūhou ʻOihana: Ke hele nei nā hui semiconductor nui i Vietnam

Ke hoʻonui nei nā ʻoihana semiconductor a me nā uila uila i kā lākou hana ma Vietnam, e hoʻoikaika hou ana i ka inoa o ka ʻāina ma ke ʻano he wahi hoʻopukapuka hoihoi.

Wahi a ka ʻikepili mai ka General Department of Customs, i ka hapa mua o Dekemaba, ʻo ka hoʻolilo ʻana mai no nā kamepiula, nā huahana uila, a me nā ʻāpana i hiki i $ 4.52 biliona, e lawe ana i ka nui o ka waiwai lawe mai o kēia mau waiwai i $102.25 biliona a hiki i kēia makahiki, he 21.4. % piʻi i hoʻohālikelike ʻia me 2023. I kēia manawa, ua ʻōlelo ke Keʻena ʻOihana Nui o ka Dute ma ka makahiki 2024, ʻo ka waiwai kūʻai aku o nā kamepiula, nā huahana uila, nā ʻāpana, a me nā smartphones. manaʻo ʻia e hiki i $120 biliona. I ka hoʻohālikelike ʻana, ʻaneʻane $110 biliona ka waiwai kūʻai aku o ka makahiki i hala, me $57.3 biliona mai nā kamepiula, nā huahana uila, a me nā ʻāpana, a ʻo ke koena mai nā smartphones.

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Synopsys, Nvidia, a me Marvell

Ua wehe ʻo Synopsys i kāna keʻena ʻehā ma Vietnam i ka pule i hala ma Hanoi. Ua loaʻa i ka mea hana chip i ʻelua mau keʻena ma Ho Chi Minh City a me kekahi ma Da Nang ma ke kahakai waena, a ke hoʻonui nei i kona komo ʻana i ka ʻoihana semiconductor Vietnam.

I ka wā i kipa aku ai ʻo Pelekikena Joe Biden i Hanoi ma Sepatemaba 10-11, 2023, ua hoʻokiʻekiʻe ʻia ka pilina ma waena o nā ʻāina ʻelua i ke kūlana diplomatic kiʻekiʻe loa. I hoʻokahi pule ma hope mai, ua hoʻomaka ʻo Synopsys e hui pū me ke Keʻena ʻOihana ʻIke a me ka ʻenehana ma lalo o ke Kuhina ʻIke a me nā Kūkākūkā o Vietnam e hāpai i ka hoʻomohala ʻana i ka ʻoihana semiconductor ma Vietnam.

Manaʻo ʻo Synopsys e kōkua i ka ʻoihana semiconductor o ka ʻāina e hoʻoulu i nā talena hoʻolālā chip a hoʻonui i ka noiʻi a me ka hana hana. Ma hope o ka wehe ʻana o kāna keʻena ʻehā ma Vietnam, ke kiʻi nei ka hui i nā limahana hou.

Ma Kekemapa 5, 2024, ua hoʻopaʻa inoa ʻo Nvidia i kahi ʻaelike me ke aupuni Vietnam e hoʻokumu pū i kahi kikowaena noiʻi a me ka hoʻomohala ʻana o AI a me ke kikowaena data ma Vietnam, i manaʻo ʻia e hoʻonoho i ka ʻāina ma ke ʻano he AI ​​hub ma Asia i kākoʻo ʻia e Nvidia. Ua ʻōlelo ʻo CEO ʻo Nvidia ʻo Jensen Huang ʻo ia ka "manawa kūpono" no Vietnam e kūkulu i kāna AI i ka wā e hiki mai ana, e pili ana i ka hanana ʻo "Nvidia Vietnam's birthday."

Ua hoʻolaha pū ʻo Nvidia i ka loaʻa ʻana o ka hoʻomaka ʻana o ke olakino VinBrain mai ka Vietnamese conglomerate Vingroup. ʻAʻole i hōʻike ʻia ka waiwai kūʻai. Ua hāʻawi ʻo VinBrain i nā hoʻonā i nā halemai 182 ma nā ʻāina me Vietnam, ka US, India, a me Australia e hoʻomaikaʻi i ka pono o nā limahana lapaʻau.

I ʻApelila 2024, hoʻolaha ka hui ʻenehana Vietnamese FPT i nā hoʻolālā e kūkulu i kahi hale hana AI $200 miliona me ka hoʻohana ʻana i nā pahu kiʻi kiʻi a Nvidia. Wahi a kahi memo o ka hoʻomaopopo i pūlima ʻia e nā hui ʻelua, e hoʻolako ʻia ka hale hana me nā supercomputers e pili ana i ka ʻenehana hou o Nvidia, e like me ka H100 Tensor Core GPUs, a e hāʻawi i ka computing cloud no ka noiʻi a me ka hoʻomohala ʻana o AI.

ʻO kekahi hui ʻē aʻe o ʻAmelika, ʻo Marvell Technology, e hoʻolālā e wehe i kahi kikowaena hoʻolālā hou ma Ho Chi Minh City i 2025, ma hope o ka hoʻokumu ʻia ʻana o kahi hale like ma Da Nang, i hoʻomaka ʻia e hoʻomaka i nā hana i ka hapaha lua o 2024.

I Mei 2024, ua ʻōlelo ʻo Marvell, "ʻO ka ulu ʻana o ka pāʻoihana e hōʻike ana i ka hoʻokō ʻana o ka ʻoihana e kūkulu i kahi kikowaena hoʻolālā semiconductor papa honua ma ka ʻāina." Ua hoʻolaha pū ʻia ua hoʻonui ʻia kāna limahana ma Vietnam ma mua o 30% i loko o ʻewalu mau mahina, mai Kepakemapa 2023 a ʻApelila 2024.

Ma ka US-Vietnam Innovation and Investment Summit i mālama ʻia i Kepakemapa 2023, ua hele ka luna o Marvell a me Luna Nui ʻo Matt Murphy i ka piko, kahi i hoʻohiki ai ka loea hoʻolālā chip e hoʻonui i kāna poʻe hana ma Vietnam e 50% i loko o ʻekolu mau makahiki.

ʻO Loi Nguyen, he kamaʻāina mai Ho Chi Minh City a i kēia manawa ʻo ka Hope Pelekikena Nui o Cloud Optical ma Marvell, i wehewehe i kona hoʻi ʻana i Ho Chi Minh City ʻo "hoʻi i ka home."

ʻO Goertek a me Foxconn

Me ke kākoʻo o ka International Finance Corporation (IFC), ka lima hoʻopukapuka pilikino o ka World Bank, ua hoʻolālā ka mea hana uila China Goertek e pālua i kāna hana drone (UAV) ma Vietnam i 60,000 mau ʻāpana i kēlā me kēia makahiki.

ʻO kāna hui, ʻo Goertek Technology Vina, ke ʻimi nei i ka ʻae ʻia mai nā luna Vietnamese e hoʻonui i loko o ka moku ʻo Bac Ninh, kahi e pili ana iā Hanoi, ma ke ʻano he ʻāpana o kāna kūpaʻa e hoʻolilo i $565.7 miliona ma ka ʻāina, ka home o nā hale hana Samsung Electronics.

Mai Iune 2023, ua hana ka hale hana ma Que Vo Industrial Park i 30,000 drones i kēlā me kēia makahiki ma o nā laina hana ʻehā. Hoʻolālā ʻia ka hale hana no ka mana makahiki o 110 miliona mau ʻāpana, e hana ana ʻaʻole nā ​​drones wale nō akā i nā headphone, nā headset ʻoiaʻiʻo maoli, nā mea i hoʻonui ʻia i ka ʻoiaʻiʻo, nā mea haʻiʻōlelo, nā kāmela, nā pahu kiʻi lele, nā papa kaapuni paʻi, nā loina, nā laka akamai, a me nā ʻāpana console pāʻani.

Wahi a ka hoʻolālā a Goertek, e hoʻonui ka hale hana i ʻewalu mau laina hana, e hana ana i nā drones 60,000 i kēlā me kēia makahiki. E hana pū ʻo ia i nā ʻāpana drone 31,000 i kēlā me kēia makahiki, me nā mea hoʻokele, nā mea hoʻokele, nā mea heluhelu palapala, a me nā stabilizer, ʻaʻole i hana ʻia i kēia manawa ma ka hale hana.

E hoʻolilo hou ʻo Foxconn ʻo Taiwanese i $16 miliona i kāna ʻoihana, Compal Technology (Vietnam) Co., aia ma Quang Ninh Province kokoke i ka palena Kina.

Ua loaʻa i ka Compal Technology kāna palapala hoʻopaʻa inoa hoʻopukapuka ma Nowemapa 2024, e hoʻonui ana i kāna huina kālā mai $137 miliona ma 2019 i $153 miliona. Hoʻomaka ʻia ka hoʻonui ʻia ma ʻApelila 2025, me ka manaʻo e hoʻonui i ka hana ʻana i nā ʻāpana uila a me nā papa no nā huahana uila (papapihi, laptops, papa, a me nā kikowaena kikowaena). Hoʻolālā ka hui e hoʻonui i kāna poʻe hana mai ka 1,060 i kēia manawa a i ka 2,010 limahana.

He mea hoʻolako nui ʻo Foxconn no Apple a he nui nā kumu hana ma Vietnam ʻākau. ʻO kāna hui, ʻo Sunwoda Electronic (Bac Ninh) Co., ke hoʻolilo hou nei i $8 miliona i kāna hale hana ma ka moku ʻo Bac Ninh, kokoke i Hanoi, e hana i nā kaapuni hoʻohui.

Manaʻo ʻia ka hale hana Vietnamese e hoʻokomo i nā mea hana ma Mei 2026, me ka hana hoʻāʻo e hoʻomaka i hoʻokahi mahina ma hope a hoʻomaka nā hana piha i Dekemaba 2026.

Ma hope o ka hoʻonui ʻia ʻana o kāna hale hana ma Gwangju Industrial Park, e hana ka hui i 4.5 miliona mau kaʻa i kēlā me kēia makahiki, e hoʻouna ʻia nā mea āpau i US, ʻEulopa, a me Iapana.


Ka manawa hoʻouna: Dec-23-2024