Manyan kamfanonin semiconductor da na'urorin lantarki suna faɗaɗa ayyukansu a Vietnam, wanda hakan ke ƙara ƙarfafa sunan ƙasar a matsayin wurin da za a zuba jari mai kyau.
A cewar bayanai daga Ma'aikatar Kwastam ta Janar, a rabin farko na watan Disamba, kuɗaɗen shigo da kaya daga kwamfutoci, kayayyakin lantarki, da kayan haɗin gwiwa sun kai dala biliyan 4.52, wanda ya kawo jimillar ƙimar shigo da waɗannan kayayyaki zuwa dala biliyan 102.25 a wannan shekarar, ƙaruwar kashi 21.4% idan aka kwatanta da shekarar 2023. A halin yanzu, Ma'aikatar Kwastam ta bayyana cewa nan da shekarar 2024, ana sa ran ƙimar fitar da kwamfutoci, kayayyakin lantarki, kayan haɗin gwiwa, da wayoyin komai da ruwanka za ta kai dala biliyan 120. Idan aka kwatanta, ƙimar fitar da kaya daga bara ta kai kusan dala biliyan 110, tare da dala biliyan 57.3 daga kwamfutoci, kayayyakin lantarki, da kayan haɗin gwiwa, da sauran daga wayoyin komai da ruwanka.
Synopsis, Nvidia, da Marvell
Babban kamfanin kera na'urorin lantarki na Amurka Synopsys ya buɗe ofishinsa na huɗu a Vietnam a makon da ya gabata a Hanoi. Kamfanin kera guntu ya riga ya mallaki ofisoshi biyu a Ho Chi Minh City da kuma ɗaya a Da Nang a tsakiyar tekun, kuma yana faɗaɗa shigarsa cikin masana'antar semiconductor ta Vietnam.
A lokacin ziyarar shugaban Amurka Joe Biden zuwa Hanoi a ranakun 10-11 ga Satumba, 2023, dangantakar da ke tsakanin kasashen biyu ta samu ci gaba zuwa matsayi mafi girma na diflomasiyya. Mako guda bayan haka, Synopsys ta fara hada gwiwa da Ma'aikatar Bayanai da Fasahar Sadarwa a karkashin Ma'aikatar Bayanai da Sadarwa ta Vietnam don bunkasa ci gaban masana'antar semiconductor a Vietnam.
Kamfanin Synopsis ya kuduri aniyar taimakawa masana'antar semiconductor ta ƙasar wajen haɓaka ƙwarewar ƙira guntu da haɓaka ƙwarewar bincike da kera kayayyaki. Bayan buɗe ofishinsa na huɗu a Vietnam, kamfanin yana ɗaukar sabbin ma'aikata.
A ranar 5 ga Disamba, 2024, Nvidia ta sanya hannu kan yarjejeniya da gwamnatin Vietnam don kafa cibiyar bincike da ci gaban fasahar kere-kere da cibiyar bayanai a Vietnam, wacce ake sa ran za ta sanya kasar a matsayin cibiyar fasahar kere-kere a Asiya wacce Nvidia ke tallafawa. Jensen Huang, shugaban kamfanin Nvidia, ya bayyana cewa wannan shine "lokacin da ya dace" da Vietnam ta gina makomar fasahar kere-kere, yana mai kiran taron da "ranar haihuwar Nvidia a Vietnam."
Nvidia ta kuma sanar da sayen kamfanin kula da lafiya na VinBrain daga kamfanin Vingroup na Vietnam. Ba a bayyana darajar cinikin ba. VinBrain ta samar da mafita ga asibitoci 182 a kasashe ciki har da Vietnam, Amurka, Indiya, da Ostiraliya don inganta ingancin kwararrun likitoci.
A watan Afrilun 2024, kamfanin fasaha na Vietnam FPT ya sanar da shirin gina masana'antar AI ta dala miliyan 200 ta amfani da kwakwalwan zane-zane da manhajojin Nvidia. A cewar wata yarjejeniyar fahimta da kamfanonin biyu suka sanya wa hannu, masana'antar za ta samar da manyan kwamfutoci bisa fasahar Nvidia ta zamani, kamar H100 Tensor Core GPUs, kuma za ta samar da kwamfutocin girgije don bincike da haɓaka AI.
Wani kamfanin Amurka, Marvell Technology, yana shirin buɗe sabuwar cibiyar ƙira a birnin Ho Chi Minh a shekarar 2025, bayan kafa irin wannan cibiyar a Da Nang, wanda aka shirya fara aiki a kwata na biyu na shekarar 2024.
A watan Mayu na 2024, Marvell ya ce, "Ci gaban da aka samu a fannin kasuwanci ya nuna jajircewar kamfanin na gina cibiyar tsara kayayyaki ta semiconductor ta duniya a kasar." Ta kuma sanar da cewa ma'aikatanta a Vietnam sun karu da sama da kashi 30% cikin watanni takwas kacal, daga Satumba 2023 zuwa Afrilu 2024.
A taron kolin kirkire-kirkire da saka hannun jari na Amurka da Vietnam da aka gudanar a watan Satumba na 2023, Shugaban Marvell kuma Babban Jami'in Gudanarwa Matt Murphy ya halarci taron, inda ƙwararren mai tsara guntu ya yi alƙawarin ƙara yawan ma'aikatansa a Vietnam da kashi 50% cikin shekaru uku.
Loi Nguyen, wani mazaunin Ho Chi Minh City kuma a halin yanzu Mataimakin Shugaban Gudanarwa na Cloud Optical a Marvell, ya bayyana komawarsa Ho Chi Minh City a matsayin "dawowa gida."
Goertek da Foxconn
Tare da goyon bayan Hukumar Kuɗi ta Duniya (IFC), reshen saka hannun jari na kamfanoni masu zaman kansu na Bankin Duniya, kamfanin kera kayan lantarki na kasar Sin Goertek yana shirin ninka yawan samar da jiragen sama marasa matuki (UAV) a Vietnam zuwa raka'a 60,000 a kowace shekara.
Kamfanin da ke ƙarƙashinsa, Goertek Technology Vina, yana neman amincewar jami'an Vietnam don faɗaɗa a Lardin Bac Ninh, wanda ke iyaka da Hanoi, a matsayin wani ɓangare na alƙawarin da ta yi na saka hannun jari na dala miliyan 565.7 a lardin, wanda ke da wuraren samar da kayayyaki na Samsung Electronics.
Tun daga watan Yunin 2023, masana'antar da ke Que Vo Industrial Park tana samar da jiragen sama marasa matuki guda 30,000 kowace shekara ta hanyar layukan samarwa guda huɗu. An tsara masana'antar don ɗaukar nauyin raka'a miliyan 110 a kowace shekara, ba wai kawai jiragen sama marasa matuki ba, har ma da belun kunne, belun kunne na gaskiya na kama-da-wane, na'urorin gaskiya masu ƙarfi, lasifika, kyamarori, kyamarori masu tashi, allunan da'ira da aka buga, caja, makullai masu wayo, da kayan aikin wasan bidiyo.
A bisa tsarin Goertek, masana'antar za ta faɗaɗa zuwa layukan samarwa guda takwas, inda za ta samar da jiragen sama marasa matuƙa guda 60,000 a kowace shekara. Haka kuma za ta ƙera kayan aikin jiragen sama marasa matuƙa guda 31,000 kowace shekara, waɗanda suka haɗa da na'urorin caji, na'urorin sarrafawa, na'urorin karanta taswira, da na'urorin daidaita wutar lantarki, waɗanda a halin yanzu ba a samar da su a masana'antar ba.
Kamfanin Foxconn na Taiwan zai sake zuba jarin dala miliyan 16 a kamfanin Compal Technology (Vietnam) Co., wanda ke lardin Quang Ninh kusa da kan iyakar China.
Kamfanin Compal Technology ya sami takardar shaidar yin rijistar saka hannun jari a watan Nuwamba na 2024, inda ya ƙara jimlar jarin da ya zuba daga dala miliyan 137 a shekarar 2019 zuwa dala miliyan 153. An shirya fara faɗaɗa shirin a hukumance a watan Afrilun 2025, da nufin ƙara yawan samar da kayan lantarki da firam na kayayyakin lantarki (teburin kwamfuta, kwamfutocin tafi-da-gidanka, kwamfutocin tafi-da-gidanka, da tashoshin sabar). Kamfanin yana shirin ƙara yawan ma'aikatansa daga ma'aikata 1,060 zuwa 2,010 na yanzu.
Foxconn babban kamfani ne mai samar da kayayyaki ga Apple kuma yana da sansanonin samarwa da dama a arewacin Vietnam. Kamfanin Sunwoda Electronic (Bac Ninh) Co., yana sake zuba jarin dala miliyan 8 a cibiyar samar da kayayyaki da ke Lardin Bac Ninh, kusa da Hanoi, don samar da da'irori masu hadewa.
Ana sa ran masana'antar Vietnam za ta girka kayan aiki nan da watan Mayu na shekarar 2026, inda za a fara gwajin samar da kayan aiki bayan wata guda, sannan a fara cikakken aiki a watan Disamba na shekarar 2026.
Bayan faɗaɗa masana'antarsa a wurin shakatawa na masana'antu na Gwangju, kamfanin zai samar da motoci miliyan 4.5 a kowace shekara, waɗanda dukkansu za a jigilar su zuwa Amurka, Turai, da Japan.
Lokacin Saƙo: Disamba-23-2024