He kuleana koʻikoʻi ʻo Malaysia a me Vietnam i ka hana ʻana, ka hoʻopili ʻana a me ka hoʻāʻo ʻana i nā ʻāpana uila, akā ke kū nei kēia mau ʻāina ʻelua i ke kūlana koʻikoʻi loa mai ka wā i puka mai ai ka maʻi maʻi.
Hiki i kēia kūlana ke hoʻololi hou aku i ka pae ʻepekema a me ka ʻenehana lako honua, ʻoi aku ka nui o nā huahana uila pili semiconductor.
ʻO ka mua ʻo Samsung.Ua lawe mai ka laha ma Malaysia a me Vietnam i kahi pilikia nui i ka hana a Samsung.Ua ʻoki ʻo Samsung i ka huahana o kahi hale hana ma Ho Chi Min h City.No ka mea ma hope o ka puka ʻana o ka maʻi maʻi, ua noi ke aupuni Vietnam e ʻimi i kahi malu no nā tausani o nā limahana ma ka hale hana.
Loaʻa iā Malaysia ma mua o 50 mau mea hoʻolako chip honua.ʻO ia hoʻi kahi o nā pahu semiconductor he nui a me ka hoʻāʻo.Eia nō naʻe, ua hoʻokō ʻo Malaysia i ka ʻehā ākea ākea ma muli o ka hoʻomau mau ʻana i kēlā me kēia lā i ka nui o nā hihia maʻi.
I ka manawa like, ʻo Vietnam, kekahi o nā mea kūʻai aku nui loa o ka honua, i hoʻopaʻa i kahi kiʻekiʻe hou i ka piʻi ʻana i kēlā me kēia lā o nā maʻi maʻi lei aliʻi hou i ka hopena pule i hala, ʻo ka hapa nui o ia mau mea i hana ʻia ma Ho Chi Min he City, ke kūlanakauhale nui loa o ka ʻāina.
He wahi koʻikoʻi nō hoʻi ʻo ʻAsia Hikina Hema i ka hoʻāʻo ʻana a me ke kaʻina hana o nā ʻoihana ʻenehana.
Wahi a nā manawa kālā, ʻo Gokul Hariharan, ka luna noiʻi ʻo Asia TMT o JP Morgan Chase, i ʻōlelo ʻia ma kahi o 15% a 20% o nā mea passive o ka honua i hana ʻia ma Asia Hema.Loaʻa nā ʻāpana passive i nā resistors a me nā capacitors i hoʻohana ʻia i nā kelepona akamai a me nā huahana ʻē aʻe.ʻOiai ʻaʻole i emi iki ke kūlana a hiki i ke kahaha, ua lawa ia e huki ai i ko mākou manaʻo.
Ua ʻōlelo ʻo Mark Li, ka mea loiloi Bernstein, ke hopohopo nei nā palena paʻa o ka maʻi maʻi no ka mea he kiʻekiʻe loa ka ʻoihana hana a me ka ʻoihana hana.Pēlā nō, ʻo nā hale hana ma Thailand a me Philippines, ka mea e hāʻawi ana i nā lawelawe hoʻoponopono, ke ʻeha nei nō hoʻi i nā maʻi ʻino nui a me nā mea paʻa paʻa.
Hoʻopilikia ʻia e ka maʻi ahulau, kaimei electronics, ka hui makua o Taiwan o ka resistor supplier ralec, i ʻōlelo ʻia ua manaʻo ka hui e emi ka mana hana e 30% i Iulai.
Ua ʻōlelo ʻo Forrest Chen, kahi loiloi ma Taiwan's Electronics Research Institute trend force, ʻoiai inā hiki i kekahi mau ʻāpana o ka ʻoihana semiconductor ke hoʻokaʻawale nui ʻia, hiki ke lohi ʻia nā hoʻouna ʻana no nā hebedoma ma muli o ka blockade maʻi maʻi.
Ka manawa hoʻouna: ʻAukake-11-2021