Amasosiyete manini akora ibikoresho bya semiconductor na electronics arimo kwagura ibikorwa byayo muri Vietnam, bikomeza gushimangira izina ry'igihugu nk'ahantu heza ho gushora imari.
Amakuru aturuka mu Ishami rikuru ry’imisoro n’amahoro agaragaza ko mu gice cya mbere cy’Ukuboza, amafaranga yakoreshejwe mu gutumiza mudasobwa, ibikoresho by’ikoranabuhanga n’ibice byazo yageze kuri miliyari 4.52 z’amadolari y’Amerika, bituma agaciro k’ibi bicuruzwa byose bitumizwa mu mahanga kagera kuri miliyari 102.25 z’amadolari y’Amerika uyu mwaka, 21.4% byiyongereyeho ugereranyije n’umwaka wa 2023. Hagati aho, Ishami rikuru ry’imisoro n’amahoro ryavuze ko mu 2024, agaciro k’ibyoherezwa mu mahanga bya mudasobwa, ibikoresho by’ikoranabuhanga n’ibice byazo bigezweho kazagera kuri miliyari 120 z’amadolari y’Amerika. Mu kugereranya, agaciro k’ibyoherezwa mu mahanga umwaka ushize kari hafi miliyari 110 z’amadolari y’Amerika, aho miliyari 57.3 z’amadolari zaturutse kuri mudasobwa, ibikoresho by’ikoranabuhanga n’ibice byazo, n’andi aturutse kuri telefoni zigendanwa.
Incamake, Nvidia, na Marvell
Isosiyete ikomeye yo muri Amerika ikora ibijyanye n’ikoranabuhanga mu by’ikoranabuhanga, Synopsys, yafunguye ibiro byayo bya kane muri Vietnam mu cyumweru gishize i Hanoi. Uruganda rukora ibyuma binini rumaze kugira ibiro bibiri mu Mujyi wa Ho Chi Minh n’ikindi kiri i Da Nang ku nkombe yo hagati, kandi irimo kongera uruhare rwayo mu nganda za semiconductor zo muri Vietnam.
Mu ruzinduko rwa Perezida wa Amerika Joe Biden i Hanoi ku ya 10-11 Nzeri 2023, umubano hagati y’ibihugu byombi wazamuwe ugera ku rwego rwo hejuru rwa dipolomasi. Nyuma y’icyumweru kimwe, Synopsys yatangiye gukorana n’Ishami rishinzwe Ikoranabuhanga mu Itumanaho n’Itumanaho riri munsi ya Minisiteri y’Itangazamakuru n’Itumanaho ya Vietnam mu guteza imbere iterambere ry’inganda za semiconductor muri Vietnam.
Synopsys yiyemeje gufasha inganda za semiconductor zo mu gihugu guteza imbere impano zo gushushanya chips no kunoza ubushobozi bwo gukora ubushakashatsi n'inganda. Nyuma y'ifungurwa ry'ibiro byayo bya kane muri Vietnam, iyi sosiyete irimo gushaka abakozi bashya.
Ku ya 5 Ukuboza 2024, Nvidia yasinye amasezerano na guverinoma ya Vietnam yo gushyiraho ikigo cy’ubushakashatsi n’iterambere rya AI n’ikigo cy’amakuru muri Vietnam, biteganijwe ko bizashyira igihugu nk’ikigo cy’ikoranabuhanga rya AI muri Aziya gishyigikiwe na Nvidia. Umuyobozi mukuru wa Nvidia, Jensen Huang, yavuze ko iki ari cyo "gihe cyiza" kuri Vietnam cyo kubaka ahazaza hayo ha AI, yise "isabukuru ya Nvidia Vietnam."
Nvidia kandi yatangaje ko yaguze ikigo gishya cy’ubuvuzi cya VinBrain giturutse muri Vingroup yo muri Vietnam. Agaciro k’ibyo bikorwa ntikaratangazwa. VinBrain yatanze ibisubizo ku bitaro 182 byo mu bihugu birimo Vietnam, Amerika, Ubuhinde na Ositaraliya kugira ngo hongerwe imikorere myiza y’abaganga.
Muri Mata 2024, ikigo cy’ikoranabuhanga cyo muri Vietnam FPT cyatangaje ko giteganya kubaka uruganda rwa AI rufite agaciro ka miliyoni 200 z’amadolari hakoreshejwe utwuma tw’amashusho na porogaramu za Nvidia. Dukurikije amasezerano y’ubwumvikane yashyizweho umukono n’izo sosiyete zombi, uru ruganda ruzaba rufite mudasobwa zikomeye zishingiye ku ikoranabuhanga rigezweho rya Nvidia, nka H100 Tensor Core GPUs, kandi ruzatanga serivisi zo gukoresha ikoranabuhanga rya cloud computing mu bushakashatsi no mu iterambere rya AI.
Indi sosiyete yo muri Amerika, Marvell Technology, irateganya gufungura ikigo gishya cy’igishushanyo mbonera mu Mujyi wa Ho Chi Minh mu 2025, nyuma yo gushinga ikigo nk’icyo i Da Nang, kigiye gutangira gukora mu gihembwe cya kabiri cya 2024.
Muri Gicurasi 2024, Marvell yagize ati: "Iterambere ry'ubucuruzi rigaragaza ubwitange bw'ikigo mu kubaka ikigo cy'ibishushanyo mbonera cy'ibikoresho bya semiconductor ku rwego rw'isi mu gihugu." Yanatangaje ko abakozi bayo muri Vietnam biyongereyeho hejuru ya 30% mu mezi umunani gusa, kuva muri Nzeri 2023 kugeza muri Mata 2024.
Mu nama y’Udushya n’Ishoramari hagati ya Amerika na Vietnam yabaye muri Nzeri 2023, Perezida akaba n’Umuyobozi Mukuru wa Marvell, Matt Murphy, yitabiriye iyi nama, aho inzobere mu gushushanya utumashini tw’ikoranabuhanga (chip design) yiyemeje kongera abakozi bayo muri Vietnam ku kigero cya 50% mu myaka itatu.
Loi Nguyen, ukomoka mu Mujyi wa Ho Chi Minh akaba na Visi Perezida Mukuru wa Cloud Optical muri Marvell, yavuze ko kugaruka kwe mu Mujyi wa Ho Chi Minh ari "ukugaruka mu rugo."
Goertek na Foxconn
Ku nkunga y’Ikigo Mpuzamahanga cy’Imari (IFC), ikigo cy’ishoramari cya Banki y’Isi ku giti cyacyo, uruganda rw’ibikoresho by’ikoranabuhanga rwo mu Bushinwa Goertek, irateganya gukuba kabiri umusaruro wayo wa drone (UAV) muri Vietnam ukagera ku ngero 60.000 ku mwaka.
Ishami ryayo, Goertek Technology Vina, rirasaba uburenganzira bw'abayobozi ba Vietnam bwo kwagura ikoranabuhanga mu Ntara ya Bac Ninh, ihana imbibi na Hanoi, mu rwego rwo gushora miliyoni 565.7 z'amadolari muri iyo ntara, aho ikorera ibikoresho bya Samsung Electronics.
Kuva muri Kamena 2023, uruganda rwo muri Que Vo Industrial Park rukora indege zitagira abapilote 30.000 buri mwaka binyuze mu mishinga ine ikora. Uru ruganda rwagenewe ubushobozi bwo gutwara miliyoni 110 buri mwaka, rutakora indege zitagira abapilote gusa ahubwo rukora n'ama-ecouteur, ama-ecouteur akoresha ikoranabuhanga rya virtual reality, ibikoresho bya augmented reality, indangururamajwi, kamera, kamera ziguruka, ama-circuit boards yacapwe, chargers, smart locks, n'ibice bya consoles by'imikino.
Dukurikije gahunda ya Goertek, uru ruganda ruzagura inzira umunani z’imikorere, rugakora indege zitagira abapilote 60.000 buri mwaka. Ruzakora kandi ibice 31.000 by’indege zitagira abapilote buri mwaka, birimo charger, controllers, map reader, na stabilizers, ubu zitarakorwa muri uru ruganda.
Ikipe ikomeye yo muri Tayiwani Foxconn izongera gushora miliyoni 16 z'amadolari mu kigo cyayo gikora, Compal Technology (Vietnam) Co., giherereye mu Ntara ya Quang Ninh hafi y'umupaka w'Ubushinwa.
Compal Technology yahawe icyemezo cyo kwiyandikisha mu ishoramari mu Gushyingo 2024, yongera ishoramari ryayo kuva kuri miliyoni 137 z'amadolari mu 2019 kugera kuri miliyoni 153 z'amadolari. Kwagura biteganijwe gutangira ku mugaragaro muri Mata 2025, bigamije kongera umusaruro w'ibikoresho by'ikoranabuhanga n'amashusho y'ibikoresho by'ikoranabuhanga (desktops, mudasobwa zigendanwa, tableti, na sitasiyo za seriveri). Ishami rishinzwe ikoranabuhanga rirateganya kongera abakozi baryo kuva ku bakozi 1.060 kugeza ku 2.010.
Foxconn ni ikigo gikomeye gitanga ibikoresho bya Apple kandi gifite ibigo byinshi bikorerwamo mu majyaruguru ya Vietnam. Ishami ryayo, Sunwoda Electronic (Bac Ninh) Co., riri kongera gushora imari ingana na miliyoni 8 z'amadolari mu ruganda rwayo rukorera mu Ntara ya Bac Ninh, hafi ya Hanoi, kugira ngo rukore ibikoresho bihuza ibikoresho.
Biteganijwe ko uruganda rwo muri Vietnam ruzashyiraho ibikoresho bitarenze Gicurasi 2026, aho igerageza rizatangira gukora nyuma y’ukwezi kumwe, naho imirimo yose ikazatangira mu Kuboza 2026.
Nyuma yo kwagura uruganda rwayo muri Pariki y’inganda ya Gwangju, iyi kompanyi izakora imodoka miliyoni 4.5 buri mwaka, zose zizajya zoherezwa muri Amerika, i Burayi no mu Buyapani.
Igihe cyo kohereza: Ukuboza-23-2024