{"id":5998,"date":"2026-08-21T11:05:13","date_gmt":"2026-08-21T03:05:13","guid":{"rendered":"https:\/\/fdinews.asia\/thai-lan-duyet-199-ty-usd-chuoi-ai-keo-ccl-va-soi-thuy-tinh-vao-asean\/"},"modified":"2026-08-21T11:05:13","modified_gmt":"2026-08-21T03:05:13","slug":"thai-lan-duyet-199-ty-usd-chuoi-ai-keo-ccl-va-soi-thuy-tinh-vao-asean","status":"publish","type":"post","link":"https:\/\/fdinews.asia\/zh\/thai-lan-duyet-199-ty-usd-chuoi-ai-keo-ccl-va-soi-thuy-tinh-vao-asean\/","title":{"rendered":"Th\u00e1i Lan duy\u1ec7t 1,99 t\u1ef7 USD, chu\u1ed7i AI k\u00e9o CCL v\u00e0 s\u1ee3i th\u1ee7y tinh v\u00e0o ASEAN"},"content":{"rendered":"
\n

Gi\u1ea3i th\u00edch ch\u00ednh s\u00e1ch.<\/strong> OSOS thu\u1ed9c H\u1ed9i \u0111\u1ed3ng \u0110\u1ea7u t\u01b0 Th\u00e1i Lan (BOI) c\u00f4ng b\u1ed1 ng\u00e0y 8\/7<\/a> r\u1eb1ng 9 d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 l\u1edbn \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t v\u1edbi t\u1ed5ng v\u1ed1n 1,99 t\u1ef7 USD, tr\u1ea3i r\u1ed9ng t\u1eeb tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, \u0111i\u1ec7n t\u1eed ti\u00ean ti\u1ebfn \u0111\u1ebfn h\u00e0ng kh\u00f4ng, n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch v\u00e0 th\u1ef1c ph\u1ea9m. \u0110i\u1ec3m \u0111\u00e1ng ch\u00fa \u00fd v\u1edbi doanh nghi\u1ec7p Vi\u1ec7t Nam kh\u00f4ng n\u1eb1m \u1edf ri\u00eang con s\u1ed1 v\u1ed1n. Danh s\u00e1ch ph\u00ea duy\u1ec7t n\u1ed1i h\u1ea1 t\u1ea7ng m\u00e1y ch\u1ee7 GPU v\u1edbi CCL, prepreg v\u00e0 v\u1ea3i s\u1ee3i th\u1ee7y tinh chuy\u00ean d\u1ee5ng cho PCB, t\u1ee9c \u0111\u01b0a nhi\u1ec1u l\u1edbp c\u1ee7a chu\u1ed7i v\u1eadt li\u1ec7u \u0111i\u1ec7n t\u1eed v\u00e0o c\u00f9ng m\u1ed9t c\u00e2u chuy\u1ec7n \u0111\u1ea7u t\u01b0 t\u1ea1i Th\u00e1i Lan.<\/p>\n

AI: m\u00e1y ch\u1ee7 GPU ch\u1ec9 l\u00e0 \u0111\u1ea7u chu\u1ed7i<\/h2>\n

Datasection (Thailand) d\u00e0nh 235,2 tri\u1ec7u USD \u0111\u1ec3 x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng m\u00e1y ch\u1ee7 GPU hi\u1ec7u n\u0103ng cao t\u1ea1i Bangkok v\u00e0 Pathum Thani. \u0110\u00e2y l\u00e0 ph\u1ea7n nh\u00ecn th\u1ea5y c\u1ee7a l\u00e0n s\u00f3ng AI, nh\u01b0ng b\u1ed1n d\u1ef1 \u00e1n v\u1eadt li\u1ec7u m\u1edbi cho th\u1ea5y nhu c\u1ea7u kh\u00f4ng d\u1eebng \u1edf ph\u00f2ng m\u00e1y. Doosan Electro-Materials (Thailand) \u0111\u1ea7u t\u01b0 180,2 tri\u1ec7u USD t\u1ea1i Samut Prakan \u0111\u1ec3 s\u1ea3n xu\u1ea5t CCL v\u00e0 prepreg. Taiwan Union Technology (Thailand) \u0111\u1ea7u t\u01b0 189,2 tri\u1ec7u USD t\u1ea1i Chonburi cho CCL v\u00e0 prepreg d\u00e0nh cho m\u00e1y ch\u1ee7 AI v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u. Fulltech Fiber Glass (Thailand) \u0111\u1ea7u t\u01b0 99,4 tri\u1ec7u USD t\u1ea1i Chachoengsao \u0111\u1ec3 s\u1ea3n xu\u1ea5t v\u1ea3i s\u1ee3i th\u1ee7y tinh chuy\u00ean d\u1ee5ng, m\u1ed9t nguy\u00ean li\u1ec7u c\u1ee7a PCB.<\/p>\n

\u0110\u1ed1i v\u1edbi nh\u00e0 cung c\u1ea5p Vi\u1ec7t Nam, b\u1ed1n l\u1edbp \u0111\u1ea7u t\u01b0 n\u00e0y g\u1ee3i ra m\u1ed9t c\u1eeda v\u00e0o c\u1ee5 th\u1ec3 h\u01a1n so v\u1edbi vi\u1ec7c ch\u1ec9 theo d\u00f5i d\u00f2ng v\u1ed1n FDI: m\u00e1y m\u00f3c, ki\u1ec3m \u0111\u1ecbnh v\u1eadt li\u1ec7u, b\u1ea3o tr\u00ec d\u00e2y chuy\u1ec1n, logistics linh ki\u1ec7n v\u00e0 d\u1ecbch v\u1ee5 k\u1ef9 thu\u1eadt c\u00f3 th\u1ec3 \u0111i theo c\u00e1c nh\u00e0 m\u00e1y v\u1eadt li\u1ec7u. Tuy nhi\u00ean, ph\u00ea duy\u1ec7t c\u1ee7a BOI m\u1edbi l\u00e0 tr\u1ea1ng th\u00e1i ch\u00ednh s\u00e1ch. B\u00e0i kh\u00f4ng coi \u0111\u00f3 l\u00e0 nh\u00e0 m\u00e1y \u0111\u00e3 ho\u00e0n th\u00e0nh, s\u1ea3n l\u01b0\u1ee3ng \u0111\u00e3 ch\u1ea1y hay \u0111\u01a1n h\u00e0ng \u0111\u00e3 k\u00fd; doanh nghi\u1ec7p mu\u1ed1n tham gia v\u1eabn ph\u1ea3i ch\u1edd ti\u1ebfn \u0111\u1ed9 tri\u1ec3n khai v\u00e0 y\u00eau c\u1ea7u mua h\u00e0ng c\u1ee7a t\u1eebng d\u1ef1 \u00e1n.<\/p>\n

Trung t\u00e2m d\u1eef li\u1ec7u ph\u1ea3i gi\u1ea3i b\u00e0i to\u00e1n \u0111i\u1ec7n v\u00e0 n\u01b0\u1edbc<\/h2>\n

BOI \u0111\u1ed3ng th\u1eddi m\u1edf r\u1ed9ng nh\u00f3m chuy\u00ean tr\u00e1ch n\u0103ng l\u01b0\u1ee3ng th\u00e0nh ti\u1ec3u ban qu\u1ea3n l\u00fd n\u0103ng l\u01b0\u1ee3ng \u0111\u1ec3 th\u1ea9m \u0111\u1ecbnh d\u1ef1 \u00e1n trung t\u00e2m d\u1eef li\u1ec7u. Tr\u01b0\u1edbc khi nh\u00e0 \u0111\u1ea7u t\u01b0 xin \u01b0u \u0111\u00e3i thu\u1ebf, c\u01a1 quan n\u00e0y s\u1ebd xem x\u00e9t m\u1ee9c ti\u00eau th\u1ee5 t\u00e0i nguy\u00ean, t\u00e1c \u0111\u1ed9ng m\u00f4i tr\u01b0\u1eddng v\u00e0 ngu\u1ed3n \u0111i\u1ec7n s\u1ea1ch. M\u1ed9t k\u1ebf ho\u1ea1ch n\u0103ng l\u01b0\u1ee3ng 7 \u0111i\u1ec3m \u0111i k\u00e8m g\u1ed3m gi\u00e1 \u0111i\u1ec7n ri\u00eang cho trung t\u00e2m d\u1eef li\u1ec7u, g\u1eafn m\u1ee5c ti\u00eau \u0111i\u1ec7n xanh v\u1edbi Quy ho\u1ea1ch ph\u00e1t tri\u1ec3n \u0111i\u1ec7n, giao d\u1ecbch \u0111i\u1ec7n s\u1ea1ch qua Direct PPA, quy t\u1eafc b\u1ea3o \u0111\u1ea3m \u0111i\u1ec7n, truy\u1ec1n t\u1ea3i cao \u00e1p tr\u1ef1c ti\u1ebfp cho nh\u00e0 v\u1eadn h\u00e0nh l\u1edbn, t\u0103ng t\u1ed1c \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n v\u00e0 b\u1ea3n \u0111\u1ed3 n\u01b0\u1edbc-\u0111i\u1ec7n ph\u1ee5c v\u1ee5 ch\u1ecdn \u0111\u1ecba \u0111i\u1ec3m.<\/p>\n

C\u00e1ch thi\u1ebft k\u1ebf n\u00e0y thay \u0111\u1ed5i c\u00e2u h\u1ecfi c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0. Khu c\u00f4ng nghi\u1ec7p c\u00f3 th\u1ec3 c\u1ea5p \u0111i\u1ec7n h\u00f4m nay ch\u01b0a ch\u1eafc \u0111\u00e1p \u1ee9ng \u0111\u01b0\u1ee3c h\u1ed3 s\u01a1 ti\u00eau th\u1ee5, ngu\u1ed3n s\u1ea1ch v\u00e0 n\u01b0\u1edbc c\u1ee7a m\u1ed9t trung t\u00e2m d\u1eef li\u1ec7u quy m\u00f4 l\u1edbn. Lomrak Green Energy \u0111\u0103ng k\u00fd 168,7 tri\u1ec7u USD cho 2 d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 t\u1ea1i Lopburi, t\u1ed5ng c\u00f4ng su\u1ea5t 120MW, ph\u1ee5c v\u1ee5 nh\u00f3m kh\u00e1ch h\u00e0ng c\u00f4ng nghi\u1ec7p c\u00f3 nhu c\u1ea7u \u0111i\u1ec7n cao. Ngu\u1ed3n gi\u00f3 v\u00e0 k\u1ebf ho\u1ea1ch l\u01b0\u1edbi \u0111i\u1ec7n kh\u00f4ng t\u1ef1 \u0111\u1ed9ng bi\u1ebfn th\u00e0nh \u0111i\u1ec7n c\u1ea5p cho t\u1eebng m\u00e1y ch\u1ee7, nh\u01b0ng ch\u00fang cho th\u1ea5y \u0111i\u1ec1u ki\u1ec7n n\u0103ng l\u01b0\u1ee3ng \u0111ang \u0111\u01b0\u1ee3c \u0111\u1eb7t c\u1ea1nh ch\u00ednh s\u00e1ch thu h\u00fat AI thay v\u00ec \u0111\u1ec3 sau giai \u0111o\u1ea1n c\u1ea5p ph\u00e9p.<\/p>\n

T\u1eeb v\u1ed1n \u0111\u0103ng k\u00fd \u0111\u1ebfn n\u0103ng l\u1ef1c cung \u1ee9ng<\/h2>\n

S\u1ed1 li\u1ec7u BOI qu\u00fd I\/2026<\/a> cho th\u1ea5y Th\u00e1i Lan nh\u1eadn 624 h\u1ed3 s\u01a1 \u0111\u1ea7u t\u01b0 v\u1edbi t\u1ed5ng v\u1ed1n 1.016.962 tri\u1ec7u baht, kho\u1ea3ng 2,4 l\u1ea7n c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Nh\u00f3m k\u1ef9 thu\u1eadt s\u1ed1 c\u00f3 48 d\u1ef1 \u00e1n, 873.741 tri\u1ec7u baht; \u0111i\u1ec7n t\u1eed v\u00e0 thi\u1ebft b\u1ecb \u0111i\u1ec7n c\u00f3 80 d\u1ef1 \u00e1n, 40.456 tri\u1ec7u baht. BOI ph\u00ea duy\u1ec7t 649 d\u1ef1 \u00e1n, 330.132 tri\u1ec7u baht, d\u1ef1 ki\u1ebfn s\u1eed d\u1ee5ng h\u01a1n 200 t\u1ef7 baht nguy\u00ean li\u1ec7u trong n\u01b0\u1edbc m\u1ed7i n\u0103m, t\u1ea1o h\u01a1n 42.000 vi\u1ec7c l\u00e0m t\u1ea1i Th\u00e1i Lan v\u00e0 th\u00eam h\u01a1n 520 t\u1ef7 baht gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u h\u1eb1ng n\u0103m.<\/p>\n

V\u1edbi doanh nghi\u1ec7p Vi\u1ec7t Nam, c\u00e1c s\u1ed1 li\u1ec7u n\u00e0y ch\u1ec9 c\u00f3 gi\u00e1 tr\u1ecb khi chuy\u1ec3n th\u00e0nh danh m\u1ee5c n\u0103ng l\u1ef1c c\u00f3 th\u1ec3 ch\u00e0o b\u00e1n. Nh\u00e0 cung c\u1ea5p c\u1ea7n bi\u1ebft m\u00ecnh \u0111ang b\u00e1n v\u1eadt li\u1ec7u, m\u00e1y m\u00f3c, ph\u1ea7n m\u1ec1m ki\u1ec3m so\u00e1t, b\u1ea3o tr\u00ec hay v\u1eadn t\u1ea3i; sau \u0111\u00f3 \u0111\u1ed1i chi\u1ebfu ti\u00eau chu\u1ea9n c\u1ee7a nh\u00e0 m\u00e1y Th\u00e1i Lan v\u00e0 l\u1ecbch tri\u1ec3n khai th\u1ef1c t\u1ebf. C\u1eeda th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng khi AI k\u00e9o theo v\u1eadt li\u1ec7u PCB, nh\u01b0ng th\u1eddi gian t\u1ed3n t\u1ea1i c\u1ee7a c\u01a1 h\u1ed9i ph\u1ee5 thu\u1ed9c v\u00e0o ti\u1ebfn \u0111\u1ed9 x\u00e2y d\u1ef1ng, \u0111i\u1ec1u ki\u1ec7n n\u0103ng l\u01b0\u1ee3ng v\u00e0 t\u1ef7 l\u1ec7 mua h\u00e0ng n\u1ed9i \u0111\u1ecba c\u1ee7a t\u1eebng d\u1ef1 \u00e1n. D\u1eef li\u1ec7u c\u1ea7n theo d\u00f5i ti\u1ebfp l\u00e0 c\u00e1c th\u00f4ng b\u00e1o tri\u1ec3n khai sau ph\u00ea duy\u1ec7t, ti\u1ebfn \u0111\u1ed9 n\u0103ng l\u1ef1c CCL v\u00e0 prepreg, c\u00f9ng h\u1ed3 s\u01a1 n\u0103ng l\u01b0\u1ee3ng c\u1ee7a c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Gi\u1ea3i th\u00edch ch\u00ednh s\u00e1ch. OSOS thu\u1ed9c H\u1ed9i \u0111\u1ed3ng \u0110\u1ea7u t\u01b0 Th\u00e1i Lan (BOI) c\u00f4ng b\u1ed1 ng\u00e0y 8\/7 r\u1eb1ng 9 d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 l\u1edbn \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t v\u1edbi t\u1ed5ng v\u1ed1n 1,99 t\u1ef7 USD, tr\u1ea3i r\u1ed9ng t\u1eeb tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, \u0111i\u1ec7n t\u1eed ti\u00ean ti\u1ebfn \u0111\u1ebfn h\u00e0ng kh\u00f4ng, n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch v\u00e0 th\u1ef1c ph\u1ea9m. \u0110i\u1ec3m […]<\/p>\n","protected":false},"author":5,"featured_media":5999,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-5998","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asean-news"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5998","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/comments?post=5998"}],"version-history":[{"count":0,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5998\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media\/5999"}],"wp:attachment":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media?parent=5998"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/categories?post=5998"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/tags?post=5998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}