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发表于 9-12-2024 02:07 PM
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虾米，越南玩家这么 hiong  |
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发表于 9-12-2024 02:12 PM
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美国佬要买贵货了  |
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发表于 9-12-2024 02:41 PM
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WEF說哪裏就那裏咯，我沒説過嗎？幾個月前的事了 
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楼主 |
发表于 9-12-2024 11:04 PM
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发表于 10-12-2024 12:47 AM
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发表于 10-12-2024 12:49 AM
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光明正大把所有高端设备运进越南。。然后。。后门*中国 |
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楼主 |
发表于 10-12-2024 10:24 AM
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晴宗 发表于 10-12-2024 12:49 AM
光明正大把所有高端设备运进越南。。然后。。后门*中国
西方国家和日本出售的高端设备都有GPS定位系统和CCTV，中国商家曾经购买日本Yamazaki高端铣床，这类设备可以运用在于生产核能潜艇的旋螺浆，西方国家和日本为了避免中国将这套设备用在军事上，所有高端设备都设有安全设备，一旦GPS位置有变化，机身的switch会驱动自动删除内部的电脑软件和摧毁重要电子零件。所以，无法搬动这些高科技的东西。
况且，中国以前不搞这些电子晶片是世界分工，每个产业链都是各自发挥自己的优势。以色列的科研、美国的资金、台湾的生产、中国的装配和其他零件，这是20年的操作流程。美国人制裁中国就是要中国永远停留在装配的层次。不过，美国人低估了中国人的意志，国际太空站排除他们，他们搞出自己的太空站，如今要在晶片制裁中国？弯道超车是迟早的事情。 |
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发表于 10-12-2024 10:24 AM
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雷欧@切尔西 发表于 9-12-2024 02:06 PM
除了廉价劳力
這應該是主要原因
便宜的理工科人才不香嗎
另外兩個原因
應該是一越南很反中國，二台商很喜歡越南
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发表于 10-12-2024 11:39 AM
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还有人口是马国的3倍 接近1亿 
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发表于 10-12-2024 11:42 AM
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发表于 10-12-2024 11:45 AM
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雷欧@切尔西 发表于 10-12-2024 11:39 AM
还有人口是马国的3倍 接近1亿
那個1億人口，讓越南地產潛能無限
進去開廠，條件開要允許我買地建廠，是投資科技業，也是投資地產
馬來西亞人口成長已經慢下來了，上漲空間不大了，有也是炒出來的，不是真的需求推動的 |
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楼主 |
发表于 10-12-2024 01:28 PM
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本帖最后由 xinkafei 于 10-12-2024 01:31 PM 编辑
日本晶片老早就给老美在90年代和千禧年干掉了，70和80年代，日本半导体产业有5巨头：Fujitsu、NEC、Hitachi、Toshiba 和 Mitsubishi Electric，1995年，世界半导体企业前十中，NEC（第一）、Toshiba（第二）、Hitachi（第三）、Fujitsu（第八）、Mitsubishi Electric（第九），这一年也成为了日本半导体产业最后的余晖。
日本最终失去了这场电子业，目前只剩下Renesas，这是2003年Hitachi和Mitsubishi Electric电子部门合拼的企业，2010年NEC电子部门也拼入 Renesas，另一间是 Kioxia，前身是ToshibaMemory。日本能输掉这场电子业战争，基本是因为他们的经济在80年代差点超越美国，老美干掉日本这个老二而扶植韩国和台湾电子业。
老美习惯干掉老二，可是，就如我说的，中国克服这难关只是时间的问题罢了。中国不能加入国际太空站，他们做出自己的太空站；中国得不到日本的新干线技术，他们发展自己的高铁技术；中国得不到汽车燃油发动机的技术，结果新能源汽车根本不需要燃油发动机的技术。
别误会我看扁美国，我手头上的美股多过中国的股票。只是说老美以前玩的手段过时了。中国人自有自己的牌。
像NVIDIA去越南，这是政治正确性，一间Data Centre只需不到50人操作，而且AI Data Centre和Microsoft、Google不同，这种设备采用GPU，他们的用户都是需要快速计算的程序和Graphic，NVIDIA一宣布越南，中国立案调查NVIDIA违反反垄断法。稍微注意这段新闻细节的人都会注意到，NVIDIA收购以色列的Mellanox，高科技公司都难免有以色列的影子。安华要支持巴勒斯坦是可以，做到比印尼和其他伊斯兰国家更激烈，那么，美国高科技公司是不会来的，网络大使炒作Tesla和NVIDIA，只是在安抚愚民国家经济和外资没问题。
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发表于 10-12-2024 02:27 PM
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好多强国人过来东南亚诸国开物流公司，世界第二最有钱的坡县也不例外。 |
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发表于 10-12-2024 05:43 PM
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傻孩子：不然國盟做政府就不會發生了嗎？
傻孩子：不然馬華做政府就不會發生了嗎？
我問一下大家，傻孩子的意思是不是希盟/團結政府跟國盟/馬華 LPPL？
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发表于 12-12-2024 01:54 PM
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日本晶片老早就给老美在90年代和千禧年干掉了
林北的日本电子业口袋名单
Sony | Hitachi | Panasonic | Canon | Keyence | FANUC | Toshiba | Kioxia | Nidec Corporation | Fujifilm Holdings | Murata Manufacturing | Tokyo Electron | Renesas Electronics | Horiba | Advantest | Maruwa | Disco Corp | Lasertec Corporation | Screen Holdings | Daifuku | IBIDEN |
还有 Rapidus Corporation
A semiconductor manufacturer headquartered in Chiyoda, Tokyo, Japan. Rapidus was established in August 2022 with the support of eight major Japanese companies: Denso, Kioxia, MUFG Bank, NEC, NTT, SoftBank, Sony, and Toyota. The goal of Rapidus is to increase advanced semiconductor manufacturing capacity with a 2 nm process by 2027。
In November 2024, the new government under Shigeru Ishiba announced US$65 billion in government funding through 2030 to support the semiconductor industry, with much of it allocated for Rapidus.
还有 TSMC 在日本建厂
In November 2021, TSMC and Sony announced that TSMC would be establishing a new subsidiary named Japan Advanced Semiconductor Manufacturing (JASM) in Kumamoto, Japan. The new subsidiary will manufacture 22- and 28-nanometer processes. The initial investment will be approximately $7 billion, with Sony investing approximately $500 million for a less than 20% stake. Construction of the fabrication plant is expected to start in 2022, with production targeted to begin two years later in 2024.
林北还是很看好日本的。。。 .gif)
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发表于 12-12-2024 01:58 PM
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发表于 12-12-2024 02:15 PM
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本帖最后由 雷欧@切尔西 于 12-12-2024 02:16 PM 编辑
美国高科技公司是不会来的
来了还不少。。。
8 Dec 2023: Nvidia to partner Malaysia's YTL Power in $4.3 bln AI development project
Malaysian conglomerate YTL's utilities unit (YTLP.KL), opens new tab will partner with U.S technology giant Nvidia (NVDA.O), opens new tab to develop artificial intelligence (AI) infrastructure in the Southeast Asian country, in a $4.3 billion investment deal.
https://www.reuters.com/technology/nvidia-talks-with-malaysias-ytl-data-center-deal-sources-2023-12-08/
22 Aug 2024: Amazon launches AWS Asia Pacific (Malaysia) Region, to invest about RM29.2bil
Amazon Web Services (AWS), an Amazon.com Inc company, today launched the AWS Asia Pacific (Malaysia) Region with plans to invest about US$6.2 billion.
https://www.thestar.com.my/business/business-news/2024/08/22/amazon-launches-aws-asia-pacific-malaysia-region-to-invest-about-rm292bil
1 Oct 2024: Google says Malaysia investments to add US$3bil to its GDP by 2030, create 26,500 jobs
Google said on Tuesday its investments in Malaysia would create 26,500 jobs and contribute more than $3 billion to its economy by 2030, as it announced its new data centre and Cloud region there had broken ground.
https://www.thestar.com.my/business/business-news/2024/10/01/google-says-malaysia-investments-to-add-us3bil-to-its-gdp-by-2030-create-26500-jobs
2 Oct 2024: Oracle to invest more than US$6.5bil in AI and cloud computing in Malaysia
Oracle today announced that it plans to invest more than US$6.5 billion (US$1 = RM4.15) to open a public cloud region in Malaysia to meet the rapidly growing demand for its artificial intelligence (AI) and cloud services here.
https://www.thestar.com.my/business/business-news/2024/10/02/oracle-to-invest-more-than-us65bil-in-ai-and-cloud-computing-in-malaysia
11 Oct 2024: M’sia welcomes planned US$14.7bil investments by US tech giants, says Anwar
Malaysia has welcomed the proposed US$14.7bil investments by US technology giants such as Google, Microsoft, Enovix Corporation, Amazon Web Services, Abbott Laboratories and most recently Boeing.
https://www.thestar.com.my/news/nation/2024/10/11/msia-welcomes-planned-us147bil-investments-by-us-tech-giants-says-anwar
还有中资
7 Jun 2024: ByteDance plans $2.1 bln investment in Malaysia for AI
China's ByteDance, parent of social media app TikTok, plans to invest around 10 billion ringgit ($2.13 billion) to set up an artificial intelligence hub in Malaysia, the country's trade minister said on Friday.
https://www.reuters.com/technology/bytedance-plans-21-bln-investment-malaysia-ai-minister-says-2024-06-07/
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发表于 12-12-2024 02:20 PM
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发表于 12-12-2024 02:23 PM
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楼主 |
发表于 12-12-2024 02:56 PM
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Sony，Hitachi，Toshiba？你大概有70岁吧？Toshiba被拆到不像话，连电器这部门也分拆卖给中国的Midea和Hisense，股票也下市了！Toshiba is set to delist in Japan after 74 years as part of $14 billion deal | CNN Business
世界304家最大半导体公司，Renesas (No. 19), SCREEN Holdings Co. Ltd(No. 31), ROHM Co. Ltd (No. 52), Shinko Electric Industries Co. Ltd (No. 59), Tokyo Seimitsu Co. Ltd (No. 75), TOWA Corp (No. 94), JAPAN MATERIAL Co. Ltd (No. 107), Tri Chemical Laboratories, Inc. (No. 134), Restar Holdings Corp (No. 155), Ryoyo Electro Corp (No. 164), MegaChips Corp (No. 167), JALCO Holdings, Inc. (No. 180), Tomen Devices Corp (No. 184), Hagiwara Electric Holdings Co. Ltd (No. 201), Satori Electric Co. Ltd (No. 216), Sanshin Electronics Co. Ltd (No. 218), Glosel Co. Ltd (No. 230), Takatori Corp(No. 241), THine Electronics, Inc.(No. 246), AXELL Corp (No. 255).
Top 304 largest Semiconductors Companies in the World 2024
Top 10 = 0.
Top 20 = 1 家。
304家中只有20家是日本。前十名，一家是台湾，一家是韩国，其他是美国。
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