IMalaysia neVietnam zidlala indima enkulu ekukhiqizweni, ekufakweni nasekuhlolweni kwezingxenye ze-elekthronikhi, kodwa lawa mazwe womabili abhekene nesimo esinzima kakhulu selokhu kwaqubuka lolu bhubhane.
Lesi simo singase silethe omunye umthelela ochungechungeni lokuhlinzeka ngesayensi nobuchwepheshe emhlabeni wonke, ikakhulukazi imikhiqizo kagesi ehlobene ne-semiconductor.
Eyokuqala i-Samsung.Ukuqubuka kwezifo eMalaysia naseVietnam kulethe inkinga enkulu ekukhiqizweni kweSamsung.AbakwaSamsung muva nje kudingeke ukuthi banciphise ukukhiqizwa kwefekthri eHo Chi Minh City.Ngoba ngemva kokugqashuka kwalolu bhubhane, uhulumeni waseVietnam wacela ukutholela izinkulungwane zabasebenzi indawo yokukhosela.
I-Malaysia inabahlinzeki be-chip bamazwe ngamazwe abangaphezu kuka-50.Futhi kuyindawo yokupakishwa nokuhlola okuningi kwe-semiconductor.Kodwa-ke, iMalaysia isebenzise ukuvinjwa kwesine okuphelele ngenxa yemibiko yakamuva eqhubekayo yansuku zonke yenani elikhulu lamacala okutheleleka.
Ngasikhathi sinye, iVietnam, engomunye wabathumelisi abakhulu bemikhiqizo ye-elekthronikhi, iqophe okusha okuphezulu ekwandeni kwansuku zonke kwamacala amasha okutheleleka ngomqhele ngempelasonto edlule, iningi lawo lenzeke eHo Chi Min he City, idolobha elikhulu kunawo wonke wezwe.
I-Southeast Asia nayo iyisizinda esibalulekile ohlelweni lokuhlola nokupakisha lwezinkampani zobuchwepheshe.
Ngokwezikhathi zezimali, u-Gokul Hariharan, umqondisi wocwaningo we-Asia TMT we-JP Morgan Chase, uthe cishe u-15% kuya ku-20% wezinto ezingenzi lutho emhlabeni akhiqizwa eNingizimu-mpumalanga ye-Asia.Izingxenye ze-Passive zihlanganisa ama-resistors nama-capacitor asetshenziswa kumafoni ahlakaniphile neminye imikhiqizo.Nakuba isimo singesonanga ngendlela emangalisa, kwanele ukuheha ukunaka kwethu.
Umhlaziyi kaBernstein umaka Li uthe imikhawulo yokuvinjwa kwalolu bhubhane iyakhathaza ngoba imboni yokucubungula kanye nokukhiqiza iphezulu kakhulu.Ngokufanayo, izimboni zaseThailand nasePhilippines, ezihlinzeka ngezinsizakalo zokucubungula, nazo zihlushwa ukuqubuka okukhulu kanye nemikhawulo eqinile yokulawula.
Ithintwe yilolu bhubhane, i-kaimei electronics, inkampani engumzali yaseTaiwan ye-resistor supplier ralec, ithe inkampani ilindele ukuthi umthamo wokukhiqiza wehle ngo-30% ngoJulayi.
UForrest Chen, umhlaziyi wenhlangano yaseTaiwan's Electronics Research Institute, uthe noma ezinye izingxenye zemboni ye-semiconductor zikwazi ukuzenzela, ukuthunyelwa kungase kubambezeleke amasonto ngenxa yokuvinjwa kobhubhane.
Isikhathi sokuthumela: Aug-11-2021