Nguy\u1ec5n Qu\u1ed1c Tr\u00ed\u00a0<\/strong><\/p>\nT\u00f4i r\u1ea5t ng\u1ea1c nhi\u00ean khi Th\u1ee7 t\u01b0\u1edbng Vi\u1ec7t Nam Ph\u1ea1m Minh Ch\u00ednh trong hai l\u1ea7n g\u1eb7p CEO Jensen Huang c\u1ee7a NVIDIA v\u00e0 Tim Cook c\u1ee7a Apple th\u00ec \u0111\u1ec1u n\u00f3i gi\u1ed1ng nhau l\u00e0 m\u1eddi h\u1ecd \u0111\u1ea7u t\u01b0, l\u1ef1a ch\u1ecdn Vi\u1ec7t Nam l\u00e0m c\u1ee9 \u0111i\u1ec3m s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u.\u00a0<\/p>\n
D\u1eabu bi\u1ebft th\u1ee7 t\u01b0\u1edbng b\u1eadn tr\u0103m c\u00f4ng ngh\u00ecn vi\u1ec7c, kh\u00f4ng th\u1ec3 bao qu\u00e1t h\u1ebft, nh\u01b0ng n\u00f3i nh\u01b0 v\u1eady th\u00ec r\u00f5 r\u00e0ng l\u00e0 kh\u00f4ng hi\u1ec3u v\u1ec1 \u0111\u1ed1i t\u00e1c. \u1ede \u0111\u00e2y, c\u1ea7n ph\u1ea3i khi\u1ec3n tr\u00e1ch b\u1ed9 m\u00e1y tham m\u01b0u, gi\u00fap vi\u1ec7c cho \u00f4ng \u1ea5y.\u00a0<\/p>\n
NVIDIA hi\u1ec7n l\u00e0 c\u00f4ng ty b\u00e1n d\u1eabn l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi t\u00ednh theo v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng (market cap), \u0111\u1ea1t h\u01a1n 2000 t\u1ef7 USD (g\u1ea5p 5 l\u1ea7n GDP c\u1ee7a Vi\u1ec7t Nam) nh\u01b0ng h\u1ecd ho\u1ea1t \u0111\u1ed9ng theo m\u00f4 h\u00ecnh fabless \u2013 t\u1ee9c kh\u00f4ng s\u1edf h\u1eefu nh\u00e0 m\u00e1y ri\u00eang m\u00e0 ch\u1ec9 \u0111\u1ea7u t\u01b0 v\u00e0o R&D v\u00e0 th\u01b0\u01a1ng m\u1ea1i h\u00f3a s\u1ea3n ph\u1ea9m.\u00a0<\/p>\n
C\u00f2n l\u1ea1i, NVIDIA s\u1ebd thu\u00ea c\u00e1c foundry (t\u1ee9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t, ch\u1ee7 y\u1ebfu l\u00e0 TSMC c\u1ee7a \u0110\u00e0i Loan) s\u1ea3n xu\u1ea5t con chip.\u00a0<\/p>\n
V\u1edbi ti\u1ec1m l\u1ef1c t\u00e0i ch\u00ednh h\u00f9ng m\u1ea1nh c\u1ee7a m\u00ecnh, kh\u00f4ng ph\u1ea3i NVIDIA kh\u00f4ng t\u1ef1 \u0111\u1ea7u t\u01b0 s\u1ea3n xu\u1ea5t \u0111\u01b0\u1ee3c chip, nh\u01b0ng h\u1ecd s\u1ebd kh\u00f4ng l\u00e0m v\u1eady m\u00e0 thu\u00ea \u0111\u1ed1i t\u00e1c (TSMC) c\u00f3 kh\u1ea3 n\u0103ng l\u00e0m t\u1ed1t v\u1edbi chi ph\u00ed r\u1ebb h\u01a1n.\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n
\u0110i\u1ec1u n\u00e0y c\u0169ng \u0111\u00fang v\u1edbi Apple. Market cap, t\u1ee9c gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng, c\u1ee7a h\u1ecd \u0111\u1ea1t 3000 t\u1ef7 USD. Thay v\u00ec t\u1ef1 s\u1ea3n xu\u1ea5t iPhone, Macbook, iPad, Airpod, Vision Pro, … h\u1ecd thu\u00ea c\u00e1c nh\u00e0 th\u1ea7u, c\u00f4ng ty ho\u1ea1t \u0111\u1ed9ng theo m\u00f4 h\u00ecnh OEM (s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb g\u1ed1c), ODM (s\u1ea3n xu\u1ea5t \u201cthi\u1ebft k\u1ebf\u201d g\u1ed1c) nh\u01b0 Foxconn, Pegatron, Wistron, Compal, Quanta (\u0110\u00e0i Loan), Luxshare (Trung Qu\u1ed1c), … l\u00e0m vi\u1ec7c \u0111\u00f3.\u00a0<\/p>\n
Nh\u1eefng nh\u00e0 th\u1ea7u n\u00e0y l\u1ea1i s\u1eed d\u1ee5ng linh ki\u1ec7n b\u1edfi m\u1ed9t chu\u1ed7i d\u00e0y \u0111\u1eb7c c\u00e1c nh\u00e0 cung c\u1ea5p. Ch\u00ednh nh\u1eefng nh\u00e0 cung c\u1ea5p n\u00e0y l\u1ea1i ph\u1ea3i t\u00ecm c\u00e1ch c\u1ea1nh tranh v\u1edbi nhau. Ch\u1eb3ng h\u1ea1n, tr\u01b0\u1edbc \u0111\u00e2y Apple th\u01b0\u1eddng s\u1eed d\u1ee5ng m\u00e0n h\u00ecnh do Samsung cung c\u1ea5p cho iPhone, nh\u01b0ng g\u1ea7n \u0111\u00e2y h\u1ecd \u0111\u00e3 chuy\u1ec3n sang BOE (Trung Qu\u1ed1c) do ch\u1ea5t l\u01b0\u1ee3ng kh\u00f4ng k\u00e9m m\u00e0 gi\u00e1 r\u1ebb h\u01a1n.\u00a0\u00a0\u00a0\u00a0<\/p>\n
V\u00ec th\u1ebf, ch\u00fang ta kh\u00f4ng n\u00ean n\u00f3i nh\u1eefng c\u00e2u \u201cv\u00f4 ngh\u0129a\u201d nh\u01b0 mong NVIDIA hay Apple x\u00e2y nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t t\u1ea1i Vi\u1ec7t Nam b\u1edfi h\u1ecd s\u1ebd kh\u00f4ng c\u1ea7n l\u00e0m vi\u1ec7c \u0111\u00f3.\u00a0<\/p>\n
N\u1ebfu c\u00f3 th\u00ec h\u00e3y ngh\u0129 c\u00e1ch \u0111\u1ec3 Vi\u1ec7t Nam v\u01b0\u01a1n l\u00ean, c\u00f3 nhi\u1ec1u doanh nghi\u1ec7p n\u1ed9i tham gia chu\u1ed7i cung \u1ee9ng c\u1ee7a Apple hay NVIDIA, b\u1eaft \u0111\u1ea7u t\u1eeb nh\u1eefng th\u1ee9 \u0111\u01a1n gi\u1ea3n nh\u01b0 c\u00e1c chi ti\u1ebft v\u1ecf nh\u1ef1a, d\u00e2y c\u00e1p, … v\u00e0 cao c\u1ea5p h\u01a1n l\u00e0 linh ki\u1ec7n, bo m\u1ea1ch, …\u00a0\u00a0<\/p>\n
RFA. L\u00e3nh \u0111\u1ea1o Vi\u1ec7t Nam ho\u1ea1ch \u0111\u1ecbnh ch\u00ednh s\u00e1ch m\u00e0 kh\u00f4ng bi\u1ebft m\u00f4 h\u00ecnh kinh doanh c\u1ee7a c\u00e1c c\u00f4ng ty l\u1edbn. \u0110i\u1ec1u \u0111\u00f3 cho th\u1ea5y Vi\u1ec7t Nam c\u00f3 v\u1ea5n \u0111\u1ec1 g\u00ec v\u1ec1 “ho\u1ea1ch \u0111\u1ecbnh” ch\u00ednh s\u00e1ch?<\/strong><\/p>\nNguy\u1ec5n Qu\u1ed1c Tr\u00ed\u00a0<\/strong><\/p>\n\u0110\u00e2y l\u00e0 \u0111i\u1ec1u th\u1ef1c s\u1ef1 \u0111\u00e1ng bu\u1ed3n. N\u00f3 cho th\u1ea5y th\u00f3i quen hay t\u1eadp qu\u00e1n ho\u1ea1ch \u0111\u1ecbnh ch\u00ednh s\u00e1ch d\u1ef1a tr\u00ean ni\u1ec1m tin duy \u00fd ch\u00ed, r\u1ea5t thi\u1ebfu c\u01a1 s\u1edf khoa h\u1ecdc c\u1ee7a l\u00e3nh \u0111\u1ea1o Vi\u1ec7t Nam. Ch\u00fang ta kh\u00f4ng th\u1ec3 \u0111i c\u00e2u n\u1ebfu ch\u01b0a hi\u1ec3u r\u00f5 \u0111\u1eb7c \u0111i\u1ec3m, t\u1eadp t\u00ednh c\u1ee7a lo\u00e0i c\u00e1 v\u00e0 c\u0169ng kh\u00f4ng c\u00f3 s\u1ef1 chu\u1ea9n b\u1ecb t\u1ed1t (c\u1ea7n, m\u1ed3i c\u00e2u).\u00a0<\/p>\n
C\u1ed5 nh\u00e2n c\u00f3 c\u00e2u \u201cbi\u1ebft ng\u01b0\u1eddi bi\u1ebft ta\u201d, nh\u01b0ng th\u1ef1c t\u1ebf th\u00ec c\u00e1c l\u00e3nh \u0111\u1ea1o Vi\u1ec7t Nam ch\u01b0a th\u1eadt s\u1ef1 hi\u1ec3u m\u00ecnh v\u00e0 c\u0169ng ch\u1eb3ng hi\u1ec3u ng\u01b0\u1eddi. Nh\u01b0 th\u1ebf th\u00ec th\u1ea5t b\u1ea1i l\u00e0 t\u1ea5t y\u1ebfu.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n
RFA. T\u1ea1i sao l\u00e3nh \u0111\u1ea1o c\u00e1c c\u00f4ng ty l\u1edbn sang Vi\u1ec7t Nam \u0111\u1ec1u n\u00f3i nh\u1eefng l\u1eddi c\u00f3 c\u00e1nh, t\u1ee5ng Vi\u1ec7t Nam, nh\u01b0ng sau \u0111\u00f3 sang Indonesia c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y \u1edf \u0111\u00f3? Indonesia c\u00f3 l\u1ee3i th\u1ebf g\u00ec? Vi\u1ec7t Nam thi\u1ebfu c\u00e1i g\u00ec \u0111\u1ec3 khi\u1ebfn h\u1ecd kh\u00f4ng mu\u1ed1n m\u1edf r\u1ed9ng th\u00eam c\u01a1 s\u1edf?\u00a0<\/strong><\/p>\nNguy\u1ec5n Qu\u1ed1c Tr\u00ed\u00a0<\/strong><\/p>\nL\u00e3nh \u0111\u1ea1o c\u00e1c doanh nghi\u1ec7p l\u1edbn to\u00e0n c\u1ea7u sang th\u0103m v\u00e0 h\u1ed9i ki\u1ebfn l\u00e3nh \u0111\u1ea1o ch\u00ednh tr\u1ecb Vi\u1ec7t Nam th\u01b0\u1eddng n\u00f3i nh\u1eefng l\u1eddi c\u00f3 c\u00e1nh. H\u1ecd ca ng\u1ee3i v\u1ebb \u0111\u1eb9p thi\u00ean nhi\u00ean, b\u1ea3n s\u1eafc v\u0103n h\u00f3a, s\u1ef1 th\u00e2n thi\u1ec7n, hi\u1ebfu kh\u00e1ch c\u00f9ng ti\u1ec1m n\u0103ng ph\u00e1t tri\u1ec3n \u201ckh\u00f4ng g\u00ec c\u00f3 th\u1ec3 c\u1ea3n b\u01b0\u1edbc\u201d c\u1ee7a Vi\u1ec7t Nam. Th\u1ef1c ra \u0111\u00e2y l\u00e0 chuy\u1ec7n r\u1ea5t d\u1ec5 hi\u1ec3u, b\u1edfi n\u00f3 ph\u00f9 h\u1ee3p v\u1edbi nguy\u00ean t\u1eafc ngo\u1ea1i giao. Kh\u00e1ch \u0111\u1ebfn ch\u01a1i, nh\u1eadn s\u1ef1 ti\u1ebfp \u0111\u00f3n th\u1ecbnh t\u00ecnh, ai l\u1ea1i bu\u00f4ng l\u1eddi ch\u00ea ch\u1ee7? Ngo\u00e0i ra, \u201cl\u1eddi n\u00f3i ch\u1eb3ng m\u1ea5t ti\u1ec1n mua\u201d, h\u1ecd \u0111\u00e2u ph\u1ea3i ch\u1ecbu tr\u00e1ch nhi\u1ec7m cho nh\u1eefng l\u1eddi khen mang t\u00ednh x\u00e3 giao \u1ea5y. Th\u00edch nghe khen th\u00ec anh khen cho ch\u00fa \u201cn\u1ed5 m\u0169i\u201d.\u00a0<\/p>\n
\u0110i\u1ec1u n\u00e0y c\u00f2n cho th\u1ea5y h\u1ecd r\u1ea5t hi\u1ec3u v\u0103n h\u00f3a v\u00e0 t\u1eadp t\u00ednh c\u1ee7a ng\u01b0\u1eddi Vi\u1ec7t Nam ta \u2013 th\u00edch nghe l\u1eddi hay \u00fd \u0111\u1eb9p thay v\u00ec \u201cthu\u1ed1c \u0111\u1eafng gi\u00e3 t\u1eadt, s\u1ef1 th\u1eadt m\u1ea5t l\u00f2ng\u201d. Nh\u01b0ng ta, c\u1ee5 th\u1ec3 l\u00e0 c\u00e1c l\u00e3nh \u0111\u1ea1o, c\u00f3 hi\u1ec3u h\u1ecd kh\u00f4ng th\u00ec ch\u01b0a ch\u1eafc.\u00a0<\/p>\n
Trong chuy\u1ec7n l\u00e0m \u0103n, \u0111\u1ea7u t\u01b0 kinh doanh th\u00ec \u0111i\u1ec1u quan tr\u1ecdng nh\u1ea5t \u0111\u01b0\u01a1ng nhi\u00ean ph\u1ea3i l\u00e0 t\u00ednh hi\u1ec7u qu\u1ea3. Ch\u00fang ta \u0111\u1eebng mong c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn hay \u201c\u0111\u1ea1i b\u00e0ng\u201d sang l\u00e0m t\u1ed5 n\u1ebfu kh\u00f4ng khi\u1ebfn h\u1ecd an t\u00e2m.\u00a0<\/p>\n
T\u1ea1i khu v\u1ef1c \u0110\u00f4ng Nam \u00c1, Indonesia l\u00e0 qu\u1ed1c gia r\u1ed9ng l\u1edbn v\u00e0 \u0111\u00f4ng d\u00e2n nh\u1ea5t, s\u1edf h\u1eefu nhi\u1ec1u l\u1ee3i th\u1ebf kh\u00f4ng k\u00e9m ho\u1eb7c h\u01a1n Vi\u1ec7t Nam. Ta \u0111\u1eebng c\u1eady m\u00ecnh c\u00f3 v\u1ecb tr\u00ed chi\u1ebfn l\u01b0\u1ee3c, t\u00e0i nguy\u00ean d\u1ed3i d\u00e0o, … nh\u1eefng th\u1ee9 \u0111\u00f3 h\u1ecd \u0111\u1ec1u c\u00f3 c\u1ea3, b\u00ean c\u1ea1nh th\u1ecb tr\u01b0\u1eddng l\u1edbn g\u1ea7n g\u1ea5p 3.\u00a0\u00a0<\/p>\n
V\u00e0 quan tr\u1ecdng nh\u1ea5t l\u00e0 th\u1ec3 ch\u1ebf ch\u00ednh tr\u1ecb c\u1ee7a h\u1ecd, m\u1eb7c d\u00f9 v\u1eabn ch\u1ecbu \u1ea3nh h\u01b0\u1edfng c\u1ee7a H\u1ed3i gi\u00e1o, nh\u01b0ng \u0111ang ng\u00e0y c\u00e0ng ho\u00e0n thi\u1ec7n theo h\u01b0\u1edbng t\u1ed1t, tinh g\u1ecdn, minh b\u1ea1ch v\u00e0 hi\u1ec7u qu\u1ea3 h\u01a1n.\u00a0<\/p>\n
T\u00f4i c\u00f2n nh\u1edb t\u1eebng \u0111\u1ecdc m\u1ed9t b\u00e0i vi\u1ebft c\u1ee7a Gi\u00e1o s\u01b0 David Dapice, thu\u1ed9c Ch\u01b0\u01a1ng tr\u00ecnh Vi\u1ec7t Nam t\u1ea1i \u0110H Harvard, th\u00ec hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n \u0111\u1ea7u t\u01b0 c\u00f4ng c\u1ee7a Indonesia t\u1ed1t h\u01a1n Vi\u1ec7t Nam.\u00a0<\/p>\n
Ch\u1eb3ng h\u1ea1n, h\u1ec7 th\u1ed1ng t\u00e0u \u0111i\u1ec7n ng\u1ea7m (MRT) t\u1ea1i Jarkata c\u0169ng vay v\u1ed1n ODA c\u1ee7a Nh\u1eadt, \u0111\u00e3 \u0111i v\u00e0o v\u1eadn h\u00e0nh \u0111\u01b0\u1ee3c 5 n\u0103m, c\u00f2n nh\u1eefng h\u1ec7 th\u1ed1ng t\u01b0\u01a1ng t\u1ef1 t\u1ea1i H\u00e0 N\u1ed9i v\u00e0 S\u00e0i G\u00f2n th\u00ec li\u00ean t\u1ee5c ch\u1eadm ti\u1ebfn \u0111\u1ed9, ch\u01b0a bi\u1ebft bao gi\u1edd m\u1edbi xong.\u00a0\u00a0<\/p>\n
V\u1ec1 ch\u1ea5t l\u01b0\u1ee3ng nh\u00e2n s\u1ef1, c\u00f3 th\u1ec3 th\u1ea5y T\u1ed5ng th\u1ed1ng \u0111\u01b0\u01a1ng nhi\u1ec7m Joko Widodo, m\u1ed9t l\u00e3nh \u0111\u1ea1o theo khuynh h\u01b0\u1edbng k\u1ef9 tr\u1ecb, trong nhi\u1ec7m k\u1ef3 c\u1ee7a m\u00ecnh \u0111\u00e3 l\u00e0m \u0111\u01b0\u1ee3c r\u1ea5t nhi\u1ec1u vi\u1ec7c cho \u0111\u1ea5t n\u01b0\u1edbc Indonesia.\u00a0<\/p>\n
C\u00e1c b\u1ed9 tr\u01b0\u1edfng trong n\u1ed9i c\u00e1c c\u1ee7a \u00f4ng n\u00e0y c\u0169ng l\u00e0 nh\u1eefng ng\u01b0\u1eddi \u0111\u01b0\u1ee3c \u0111\u00e0o t\u1ea1o b\u00e0i b\u1ea3n, hi\u1ec3u v\u1ec1 kinh t\u1ebf th\u1ecb tr\u01b0\u1eddng, qu\u1ea3n tr\u1ecb t\u00e0i ch\u00ednh v\u00e0 c\u00f4ng ngh\u1ec7. Ti\u00eau bi\u1ec3u nh\u01b0 Nadiem Makarim (sinh n\u0103m 1984), nh\u00e0 s\u00e1ng l\u1eadp Gojerk (startup c\u00f4ng ngh\u1ec7 t\u1eebng \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 10 t\u1ef7 USD) \u0111\u01b0\u1ee3c l\u1ef1a ch\u1ecdn l\u00e0m b\u1ed9 tr\u01b0\u1edfng gi\u00e1o d\u1ee5c, c\u00f4ng ngh\u1ec7 v\u00e0 v\u0103n h\u00f3a.\u00a0\u00a0\u00a0\u00a0<\/p>\n
T\u00f4i kh\u00f4ng n\u00f3i ng\u01b0\u1eddi Indonesia th\u00f4ng minh h\u01a1n ng\u01b0\u1eddi Vi\u1ec7t. Ch\u00fang ta c\u00f3 r\u1ea5t nhi\u1ec1u nh\u00e2n t\u00e0i nh\u01b0ng ph\u1ea7n l\u1edbn \u0111\u1ec1u ph\u1ea3i l\u1ef1a ch\u1ecdn sinh s\u1ed1ng v\u00e0 l\u00e0m vi\u1ec7c t\u1ea1i h\u1ea3i ngo\u1ea1i.\u00a0<\/p>\n
Ng\u00e0y c\u00f2n \u0111i du h\u1ecdc, t\u00f4i th\u1ea5y nh\u1eefng b\u1ea1n b\u00e8 Indonesia th\u01b0\u1eddng \u00edt \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 cao nh\u01b0 sinh vi\u00ean Vi\u1ec7t Nam v\u00e0 \u1ea4n \u0110\u1ed9. Nh\u01b0ng r\u00f5 r\u00e0ng l\u00e0 th\u1ec3 ch\u1ebf c\u1ee7a Indonesia hi\u1ec7n t\u1ea1i t\u1ed1t h\u01a1n h\u1eb3n Vi\u1ec7t Nam.\u00a0\u00a0\u00a0<\/p>\n
V\u00e0 \u0111\u00f3 l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh khi\u1ebfn c\u00e1c big tech \u0111ang c\u00f3 xu h\u01b0\u1edbng ch\u1ecdn Indonesia thay v\u00ec Vi\u1ec7t Nam.\u00a0\u00a0<\/p>\n
RFA xin c\u1ea3m \u01a1n \u00f4ng Nguy\u1ec5n Qu\u1ed1c Tr\u00ed \u0111\u00e3 d\u00e0nh cho ch\u00fang t\u00f4i cu\u1ed9c ph\u1ecfng v\u1ea5n n\u00e0y.<\/strong><\/p>\n\u00a0<\/p>\n
Tin t\u1eeb RFA