Amasosiyete manini ya semiconductor na electronics aragura ibikorwa byayo muri Vietnam, bikarushaho gushimangira izina ryigihugu nk’ahantu heza ho gushora imari.
Nk’uko imibare yaturutse mu ishami rusange rya gasutamo ibigaragaza, mu gice cya mbere cy’Ukuboza, amafaranga yatumijwe mu mahanga kuri mudasobwa, ibicuruzwa bya elegitoroniki, n’ibigize ibikoresho yageze kuri miliyari 4.52 z'amadolari y’Amerika, bituma ibicuruzwa byatumijwe mu mahanga bigera kuri miliyari 102.25 kugeza ubu muri uyu mwaka, 21.4. Kwiyongera% ugereranije na 2023. Hagati aho, Minisiteri rusange ya gasutamo yatangaje ko mu 2024, biteganijwe ko ibicuruzwa byoherezwa mu mahanga bya mudasobwa, ibicuruzwa bya elegitoroniki, ibice, na terefone zigera kuri miliyari 120 z'amadolari. Ugereranije, umwaka ushize ibicuruzwa byoherezwa mu mahanga byari hafi miliyari 110 z'amadolari, aho miliyari 57.3 z'amadolari yaturutse kuri mudasobwa, ibicuruzwa bya elegitoroniki, n'ibigize, naho ibindi biva muri telefoni.
Synopsys, Nvidia, na Marvell
Isosiyete ikora ibijyanye na elegitoroniki yo muri Amerika yitwa Synopsys yafunguye ibiro byayo bya kane muri Vietnam mu cyumweru gishize i Hanoi. Uruganda rukora chip rumaze kugira ibiro bibiri mu mujyi wa Ho Chi Minh n’urwo i Da Nang ku nkombe yo hagati, kandi rukaba rwagura uruhare rw’inganda zikoresha amashanyarazi ya Vietnam.
Mu ruzinduko rwa Perezida wa Leta zunze ubumwe za Amerika Joe Biden i Hanoi ku ya 10-11 Nzeri 2023, umubano w’ibihugu byombi wazamuwe ku rwego rwo hejuru mu rwego rwa diplomasi. Icyumweru kimwe, Synopsys yatangiye gukorana n’ishami ry’ikoranabuhanga n’itumanaho muri Minisiteri y’itangazamakuru n’itumanaho muri Vietnam mu rwego rwo guteza imbere inganda zikoresha amashanyarazi muri Vietnam.
Synopsys yiyemeje gufasha inganda za semiconductor mugihugu guhinga impano yo gushushanya chip no kuzamura ubushakashatsi nubushobozi bwo gukora. Nyuma yo gufungura ibiro byayo bya kane muri Vietnam, iyi sosiyete irimo gushaka abakozi bashya.
Ku ya 5 Ukuboza 2024, Nvidia yashyize umukono ku masezerano na guverinoma ya Vietnam yo gufatanya gushinga ikigo cy’ubushakashatsi n’iterambere rya AI hamwe n’ikigo cy’amakuru muri Vietnam, biteganijwe ko kizashyira iki gihugu nk'ihuriro rya AI muri Aziya gishyigikiwe na Nvidia. Umuyobozi mukuru wa Nvidia, Jensen Huang, yatangaje ko iki ari "igihe cyiza" cya Vietnam cyo kubaka ejo hazaza hacyo ka AI, avuga ko iki gikorwa ari "isabukuru ya Nvidia Vietnam."
Nvidia yatangaje kandi ko yaguze ikigo cyita ku buzima VinBrain muri Vingroup yo muri Vietnam. Agaciro k'igicuruzwa ntikiramenyekana. VinBrain yatanze ibisubizo ku bitaro 182 byo mu bihugu birimo Vietnam, Amerika, Ubuhinde, na Ositaraliya mu rwego rwo kuzamura imikorere y’inzobere mu buvuzi.
Muri Mata 2024, isosiyete ikora ibijyanye n’ikoranabuhanga ya Vietnam yo muri Vietnam FPT yatangaje ko ifite gahunda yo kubaka uruganda rwa AI miliyoni 200 z’amadolari akoresha imashini zikoresha amashusho ya Nvidia. Nkuko bigaragazwa n’amasezerano y’ubwumvikane yashyizweho umukono n’ibi bigo byombi, uruganda ruzaba rufite mudasobwa zidasanzwe zishingiye ku ikoranabuhanga rigezweho rya Nvidia, nka H100 Tensor Core GPUs, kandi rizatanga ibicu bibara ubushakashatsi n’iterambere rya AI.
Indi sosiyete yo muri Amerika, Marvell Technology, irateganya gufungura ikigo gishya gishushanya mu mujyi wa Ho Chi Minh mu 2025, nyuma y’ishyirwaho ry’ikigo nk'iki i Da Nang, kigiye gutangira imirimo mu gihembwe cya kabiri cya 2024.
Muri Gicurasi 2024, Marvell yagize ati: "Ubwiyongere bw'ubucuruzi bugaragaza ubushake bw'isosiyete yo kubaka ikigo gishushanya icyiciro cya kabiri cy'icyuma gikora ku isi mu gihugu." Yatangaje kandi ko abakozi bayo muri Vietnam biyongereyeho 30% mu mezi umunani gusa, kuva muri Nzeri 2023 kugeza Mata 2024.
Mu nama yo guhanga udushya no gushora imari muri Amerika na Vietnam yabaye muri Nzeri 2023, Umuyobozi wa Marvell akaba n'umuyobozi mukuru, Matt Murphy yitabiriye iyi nama, aho inzobere mu bijyanye no gukora chip yiyemeje kongera abakozi bayo muri Vietnam 50% mu myaka itatu.
Loi Nguyen, umuturage wo mu mujyi wa Ho Chi Minh, ubu akaba ari Visi Perezida mukuru wa Cloud Optical muri Marvell, yavuze ko kugaruka mu mujyi wa Ho Chi Minh ari "gutaha."
Goertek na Foxconn
Ku nkunga y’ikigo mpuzamahanga cy’imari (IFC), ishami ry’ishoramari ry’abikorera ku isi, uruganda rukora ibikoresho bya elegitoroniki mu Bushinwa Goertek ruteganya gukuba kabiri umusaruro w’indege zitagira abapilote (UAV) muri Vietnam ukagera ku 60.000 ku mwaka.
Ishami ryayo, Goertek Technology Vina, irasaba abayobozi ba Vietnam kwaguka mu Ntara ya Bac Ninh ihana imbibi na Hanoi, mu rwego rwo kwiyemeza gushora miliyoni 565.7 z'amadolari muri iyo ntara, ibamo ibikoresho bya Samsung Electronics.
Kuva muri Kamena 2023, uruganda rwo muri parike ya Que Vo rwakoraga drone 30.000 buri mwaka binyuze mumirongo ine itanga umusaruro. Uru ruganda rwagenewe ubushobozi bwa buri mwaka rugera kuri miriyoni 110, ntirukora drone gusa ahubwo runatanga na terefone, ibyuma bifatika byerekana ukuri, ibikoresho byongerewe ukuri, disikuru, kamera, kamera ziguruka, imbaho zicapye, imashanyarazi, ibyuma bifunga ubwenge, hamwe nibikoresho bya konsole.
Dukurikije gahunda ya Goertek, uruganda ruzagenda rugera ku mirongo umunani itanga umusaruro, rutange drone 60.000 buri mwaka. Bizakora kandi ibice 31,000 bigize drone buri mwaka, harimo charger, kugenzura, abasoma amakarita, hamwe na stabilisateur, kuri ubu bikaba bidakorerwa muruganda.
Foxconn yo muri Tayiwani izongera gushora miliyoni 16 z'amadolari mu ishami ryayo, Compal Technology (Vietnam), iherereye mu Ntara ya Quang Ninh hafi y'umupaka w'Ubushinwa.
Compal Technology yakiriye icyemezo cyo kwandikisha ishoramari mu Gushyingo 2024, yongera ishoramari ryayo kuva kuri miliyoni 137 muri 2019 igera kuri miliyoni 153. Kwiyongera biteganijwe gutangira kumugaragaro muri Mata 2025, bigamije kongera umusaruro wibikoresho bya elegitoronike hamwe namakadiri yibicuruzwa bya elegitoronike (desktop, mudasobwa zigendanwa, tableti, na seriveri). Inkunga irateganya kongera abakozi bayo kuva ku 1.060 kugeza ku bakozi 2.010.
Foxconn ni isoko rikomeye rya Apple kandi rifite ibicuruzwa byinshi mu majyaruguru ya Vietnam. Ishami ryayo, Sunwoda Electronic (Bac Ninh) Co, irongera gushora miliyoni 8 z'amadolari mu ruganda rwayo rukora mu Ntara ya Bac Ninh, hafi ya Hanoi, kugira ngo ikore imiyoboro ihuriweho.
Biteganijwe ko uruganda rwa Vietnam ruzashyiraho ibikoresho bitarenze Gicurasi 2026, umusaruro w’ibigeragezo uzatangira ukwezi nyuma y’ibikorwa byose bitangira mu Kuboza 2026.
Nyuma yo kwagura uruganda rwayo muri parike y’inganda ya Gwangju, iyi sosiyete izajya ikora imodoka miliyoni 4.5 buri mwaka, zose zizoherezwa muri Amerika, Uburayi, n’Ubuyapani.
Igihe cyo kohereza: Ukuboza-23-2024