IMalaysia kunye neVietnam zidlala indima ephambili kwimveliso, ukupakishwa kunye novavanyo lwamacandelo e-elektroniki, kodwa la mazwe mabini ajongene neyona meko inzima ukusukela oko kwaqhambuka lo bhubhani.
Le meko inokuzisa impembelelo eyongezelelekileyo kwikhonkco lonikezelo lwezenzululwazi nobuchwepheshe behlabathi, ngakumbi iimveliso ze-elektroniki ezinxulumene ne-semiconductor.
Eyokuqala yi-Samsung.Ukuqhambuka kwelaseMalaysia naseVietnam kuzise ingxaki enkulu kwimveliso yeSamsung.Isamsung isandula ukusika imveliso yefektri eHo Chi Minh City.Kuba emva kokuqhambuka kobhubhani, urhulumente waseVietnam wacela ukufunela ikhusi amawakawaka abasebenzi kumzi-mveliso.
IMalaysia inababoneleli beetshiphu bamazwe ngamazwe abangaphezu kwama-50.Ikwayindawo yokupakishwa kunye novavanyo oluninzi lwe-semiconductor.Nangona kunjalo, iMalaysia iphumeze isithintelo sesine esibanzi ngenxa yeengxelo eziqhubekayo zemihla ngemihla zenani elikhulu lamatyala osulelo.
Kwangelo xesha, iVietnam, enye yabathengisi abakhulu behlabathi beemveliso ze-elektroniki, irekhode inqanaba elitsha lokunyuka kwemihla ngemihla kwamatyala osulelo lwesithsaba kwimpelaveki ephelileyo, uninzi lwazo lwenzeke eHo Chi Min he City, esona sixeko sikhulu selizwe.
ISoutheast Asia ikwayindawo ebalulekileyo yovavanyo kunye nenkqubo yokupakisha yeenkampani zobuchwepheshe.
Ngokwamaxesha emali, uGokul Hariharan, umlawuli wophando we-TMT wase-Asia weJP Morgan Chase, uthe malunga ne-15% ukuya kwi-20% yamacandelo e-passive yehlabathi enziwa eMzantsi-mpuma Asia.Amacandelo e-Passive abandakanya i-resistors kunye ne-capacitors ezisetyenziswa kwiifowuni ezihlakaniphile kunye nezinye iimveliso.Nangona imeko ingakhange ibe mbi ukusa kwinqanaba lokumangala, kwanele ukutsala ingqalelo yethu.
Umhlalutyi kaBernstein umaka uLi uthe izithintelo zokuvala lo bhubhani ziyaxhalabisa kuba umsebenzi onzima wokusetyenzwa kunye neshishini lokuvelisa liphezulu kakhulu.Ngokukwanjalo, iifektri zaseThailand nasePhilippines, ezibonelela ngeenkonzo zokulungisa, zikwanengxaki yokuqhambuka okukhulu kunye nezithintelo ezingqongqo zolawulo.
Ichatshazelwe ngubhubhane, i-kaimei elektroniki, inkampani engumzali yaseTaiwan ye-resistor supplier ralec, yathi inkampani ilindele ukuba umthamo wemveliso wehle nge-30% ngoJulayi.
UForrest Chen, umhlalutyi kwiZiko loPhando lwe-elektroniki laseTaiwan, uthe nokuba ezinye iindawo kwishishini le-semiconductor zinokuzenzekela kakhulu, ukuhanjiswa kunokulibaziseka iiveki ngenxa yobhubhane.
Ixesha lokuposa: Aug-11-2021