{"id":7832,"date":"2022-12-17T23:35:12","date_gmt":"2022-12-17T15:35:12","guid":{"rendered":"https:\/\/sia.net.tw\/%e5%8d%8a%e5%b0%8e%e9%ab%94%e7%94%a2%e7%b7%9a%e9%81%b7%e5%87%ba%e5%a4%a7%e9%99%b8-%e5%8d%b0%e5%ba%a6%e3%80%81%e8%b6%8a%e5%8d%97%e6%88%90%e4%b8%8b%e5%80%8b%e6%99%b6%e7%89%87%e8%a3%bd%e9%80%a0%e5%a4%a7\/"},"modified":"2023-02-08T17:28:34","modified_gmt":"2023-02-08T09:28:34","slug":"day-chuyen-san-xuat-chat-ban-dan-roi-khoi-an-do-viet-nam-tro-thanh-quoc-gia-san-xuat-chip-lon-tiep-theo","status":"publish","type":"post","link":"https:\/\/sia.net.tw\/vi\/day-chuyen-san-xuat-chat-ban-dan-roi-khoi-an-do-viet-nam-tro-thanh-quoc-gia-san-xuat-chip-lon-tiep-theo\/","title":{"rendered":"D\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn r\u1eddi kh\u1ecfi \u1ea4n \u0110\u1ed9, Vi\u1ec7t Nam tr\u1edf th\u00e0nh qu\u1ed1c gia s\u1ea3n xu\u1ea5t chip l\u1edbn ti\u1ebfp theo?"},"content":{"rendered":"

\"semiconductor\"<\/p>\n

CNBC \u0111\u01b0a tin r\u1eb1ng vi\u1ec7c Hoa K\u1ef3 th\u1ef1c hi\u1ec7n c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u li\u00ean chip \u1edf Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c c\u00f3 th\u1ec3 khi\u1ebfn c\u00e1c c\u00f4ng ty chuy\u1ec3n m\u1ed9t s\u1ed1 nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t chip sang c\u00e1c n\u01b0\u1edbc l\u00e1ng gi\u1ec1ng nh\u01b0 Vi\u1ec7t Nam v\u00e0 \u1ea4n \u0110\u1ed9, nh\u01b0ng kh\u00f4ng c\u00f3 kh\u1ea3 n\u0103ng ph\u00e1 v\u1ee1 tr\u1ea1ng th\u00e1i b\u00e1 ch\u1ee7 chip to\u00e0n c\u1ea7u.<\/p>\n

Kuijpers, m\u1ed9t \u0111\u1ed1i t\u00e1c c\u1ee7a KPMG t\u1ea1i Singapore, cho bi\u1ebft s\u1ed1 l\u01b0\u1ee3ng y\u00eau c\u1ea7u t\u1eeb c\u00e1c kh\u00e1ch h\u00e0ng c\u1ee7a c\u00f4ng ty \u0111\u1ec3 m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t chip \u1edf \u0110\u00f4ng Nam \u00c1 \u0111\u00e3 t\u0103ng 30% \u0111\u1ebfn 40% so v\u1edbi tr\u01b0\u1edbc khi x\u1ea3y ra d\u1ecbch b\u1ec7nh… \u0111\u1ec3 \u0111\u1ea9y nhanh c\u00e1c chi\u1ebfn l\u01b0\u1ee3c n\u00e0y.”<\/p>\n

Hoa K\u1ef3 \u0111\u00e3 \u00e1p \u0111\u1eb7t c\u00e1c h\u1ea1n ch\u1ebf \u0111\u1ed1i v\u1edbi xu\u1ea5t kh\u1ea9u li\u00ean quan \u0111\u1ebfn ch\u1ea5t b\u00e1n d\u1eabn sang Trung Qu\u1ed1c v\u00e0o th\u00e1ng 10, l\u1ea7n m\u1edbi nh\u1ea5t trong m\u1ed9t lo\u1ea1t c\u00fa s\u1ed1c \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u tr\u1ecb gi\u00e1 600 t\u1ef7 USD.<\/p>\n

Trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, ng\u00e0nh c\u00f4ng nghi\u1ec7p chip, t\u1eebng \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u1ee7a Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c trong s\u1ea3n xu\u1ea5t chip, gi\u1edd ph\u1ea3i \u0111\u1ed1i ph\u00f3 v\u1edbi chi ph\u00ed gia t\u0103ng \u1edf \u0111\u1ea1i l\u1ee5c, s\u1ef1 gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng do c\u00e1c bi\u1ec7n ph\u00e1p ng\u0103n ch\u1eb7n d\u1ecbch b\u1ec7nh v\u00e0 r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb gia t\u0103ng.\u00a0C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip t\u1eadp trung v\u00e0o \u0111\u1ea1i l\u1ee5c n\u00e0y hi\u1ec7n c\u00f3 \u0111\u1ed9ng l\u1ef1c m\u1edbi \u0111\u1ec3 nh\u00e2n r\u1ed9ng c\u00e1c d\u00e2y chuy\u1ec1n \u0111\u00f3 \u1edf n\u01a1i kh\u00e1c.<\/p>\n

Jan Nicholas, gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a Deloitte t\u1eadp trung v\u00e0o ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn, n\u00f3i r\u1eb1ng nh\u1eefng ng\u01b0\u1eddi ch\u01a1i n\u00e0y mu\u1ed1n chuy\u1ec3n \u0111\u1ebfn nh\u1eefng n\u01a1i g\u1ea7n \u0111\u00f3 v\u00e0 \u0110\u00f4ng Nam \u00c1 l\u00e0 m\u1ed9t l\u1ef1a ch\u1ecdn t\u1ef1 nhi\u00ean.\u00a0\u00d4ng n\u00f3i: \u201cKhi b\u1ea1n \u0111\u01b0a ra c\u00e1c quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0 d\u00e0i h\u1ea1n v\u00e0o nh\u00e0 m\u00e1y, b\u1ea1n s\u1ebd c\u00f3 xu h\u01b0\u1edbng tr\u00e1nh c\u00e1c t\u00ecnh hu\u1ed1ng r\u1ee7i ro…<\/p>\n

\u0110\u00f4ng Nam \u00c1 c\u0169ng \u0111\u01b0\u1ee3c coi l\u00e0 h\u1ea5p d\u1eabn h\u01a1n so v\u1edbi c\u00e1c c\u01b0\u1eddng qu\u1ed1c s\u1ea3n xu\u1ea5t chip nh\u01b0 H\u00e0n Qu\u1ed1c v\u00e0 \u0110\u00e0i Loan v\u00ec khu v\u1ef1c n\u00e0y \u0111\u01b0\u1ee3c coi l\u00e0 trung l\u1eadp trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung.\u00a0“H\u00e0n Qu\u1ed1c v\u00e0 \u0110\u00e0i Loan kh\u00f4ng th\u1ec3 che gi\u1ea5u b\u1ea3n th\u00e2n, nh\u01b0ng c\u00e1c qu\u1ed1c gia nh\u01b0 Vi\u1ec7t Nam, \u1ea4n \u0110\u1ed9 v\u00e0 Singapore t\u1ef1 \u0111\u1eb7t m\u00ecnh l\u00e0 b\u00ean th\u1ee9 ba, c\u1ea7u n\u1ed1i trung l\u1eadp gi\u1eefa hai c\u01b0\u1eddng qu\u1ed1c Hoa K\u1ef3 v\u00e0 Trung Qu\u1ed1c,” Kreps, gi\u00e1m \u0111\u1ed1c Ph\u00f2ng th\u00ed nghi\u1ec7m Ch\u00ednh s\u00e1ch C\u00f4ng ngh\u1ec7 c\u1ee7a \u0110\u1ea1i h\u1ecdc Cornell, cho bi\u1ebft. ”<\/p>\n

Vi\u1ec7t Nam d\u1ea7n tr\u1edf th\u00e0nh l\u1ef1a ch\u1ecdn cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip to\u00e0n c\u1ea7u khi ch\u1ecdn \u0111\u1eb7t c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t b\u00ean ngo\u00e0i \u0111\u1ea1i l\u1ee5c, qu\u1ed1c gia n\u00e0y \u0111\u00e3 \u0111\u1ea7u t\u01b0 h\u00e0ng t\u1ef7 USD th\u00e0nh l\u1eadp c\u00e1c trung t\u00e2m nghi\u00ean c\u1ee9u v\u00e0 gi\u00e1o d\u1ee5c \u0111\u1ec3 thu h\u00fat c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip l\u1edbn.\u00a0V\u00ed d\u1ee5, Samsung Electronics \u0111\u00e3 cam k\u1ebft \u0111\u1ea7u t\u01b0 th\u00eam 3,3 t\u1ef7 USD v\u00e0o Vi\u1ec7t Nam trong n\u0103m nay, nh\u1eb1m m\u1ee5c \u0111\u00edch s\u1ea3n xu\u1ea5t linh ki\u1ec7n chip t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng v\u00e0o th\u00e1ng 7 n\u0103m 2023.<\/p>\n

“C\u00e1c c\u00f4ng ty nh\u01b0 Samsung c\u00f3 nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t \u1edf Trung Qu\u1ed1c c\u00f3 th\u1ec3 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t thay th\u1ebf, mang l\u1ea1i nhi\u1ec1u l\u1ee3i \u00edch khi th\u00e0nh l\u1eadp nh\u00e0 m\u00e1y \u1edf Trung Qu\u1ed1c m\u00e0 kh\u00f4ng ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi g\u00e1nh n\u1eb7ng ch\u00ednh tr\u1ecb”, Kreps n\u00f3i.<\/p>\n

Kuipas c\u1ee7a KPMG cho bi\u1ebft \u1ea4n \u0110\u1ed9 c\u0169ng \u0111ang n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip v\u00ec ngu\u1ed3n t\u00e0i n\u0103ng ng\u00e0y c\u00e0ng t\u0103ng c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc \u0111\u1ec3 thi\u1ebft k\u1ebf b\u1ed9 vi x\u1eed l\u00fd, h\u1ec7 th\u1ed1ng con b\u1ed9 nh\u1edb v\u00e0 chip t\u01b0\u01a1ng t\u1ef1.\u00a0Ngo\u00e0i ra, l\u1ef1c l\u01b0\u1ee3ng lao \u0111\u1ed9ng c\u1ee7a \u1ea4n \u0110\u1ed9 d\u1ed3i d\u00e0o v\u00e0 chi ph\u00ed th\u1ea5p, nh\u01b0ng vi\u1ec7c thi\u1ebfu n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t c\u1ee7a n\u01b0\u1edbc n\u00e0y l\u00e0m suy y\u1ebfu s\u1ee9c h\u1ea5p d\u1eabn c\u1ee7a n\u01b0\u1edbc n\u00e0y.<\/p>\n

Tuy nhi\u00ean, c\u00e1c chuy\u00ean gia ch\u1ec9 ra r\u1eb1ng kh\u1ea3 n\u0103ng c\u1ea1nh tranh trong l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t chip c\u1ee7a \u0111\u1ea1i l\u1ee5c v\u1eabn cao h\u01a1n so v\u1edbi Vi\u1ec7t Nam, \u1ea4n \u0110\u1ed9 v\u00e0 c\u00e1c n\u01b0\u1edbc kh\u00e1c, b\u1edfi ngo\u00e0i k\u1ebf ho\u1ea1ch \u201cMade in China 2025\u201d \u0111\u1eb7t n\u1ec1n m\u00f3ng cho kh\u1ea3 n\u0103ng t\u1ef1 cung t\u1ef1 c\u1ea5p chip, chip n\u1ed9i \u0111\u1ecba c\u1ee7a \u0111\u1ea1i l\u1ee5c ng\u00e0nh c\u00f4ng nghi\u1ec7p c\u0169ng \u0111\u00e3 c\u00f3 \u0111\u01b0\u1ee3c c\u00f4ng ngh\u1ec7 5G v\u00e0 xe t\u1ef1 l\u00e1i v\u00e0 h\u1ed7 tr\u1ee3 nhu c\u1ea7u cho c\u00e1c \u1ee9ng d\u1ee5ng chip trong l\u0129nh v\u1ef1c tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI).<\/p>\n

\u0110\u1ea1i l\u1ee5c v\u1eabn l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t chip l\u1edbn th\u1ee9 ba th\u1ebf gi\u1edbi, chi\u1ebfm kho\u1ea3ng 16% n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t chip to\u00e0n c\u1ea7u, cao h\u01a1n Hoa K\u1ef3, nh\u01b0ng sau H\u00e0n Qu\u1ed1c v\u00e0 \u0110\u00e0i Loan, ch\u1ee7 y\u1ebfu cung c\u1ea5p chip v\u1edbi quy tr\u00ecnh tr\u01b0\u1edfng th\u00e0nh.<\/p>\n

Ngu\u1ed3n\uff1aEconomic Daily |Li\u00ean k\u1ebft<\/a><\/p>\n

Tham kh\u1ea3o chuy\u00ean m\u1ee5c B\u00e1o \u0110i\u1ec7n t\u1eed Vi\u1ec7t Nam c\u1ee7a SIA| Li\u00ean k\u1ebft<\/a><\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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