{"id":1020,"date":"2026-06-26T05:31:26","date_gmt":"2026-06-26T04:31:26","guid":{"rendered":"https:\/\/useful.vn\/?p=1020"},"modified":"2026-06-26T05:31:26","modified_gmt":"2026-06-26T04:31:26","slug":"phan-ung-trai-chieu-khi-san-pham-apple-tang-gia-hang-trieu-dong","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=1020","title":{"rendered":"Ph\u1ea3n \u1ee9ng tr\u00e1i chi\u1ec1u khi s\u1ea3n ph\u1ea9m Apple t\u0103ng gi\u00e1 h\u00e0ng tri\u1ec7u \u0111\u1ed3ng"},"content":{"rendered":"
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\nPh\u1ea3n \u1ee9ng tr\u00e1i chi\u1ec1u khi s\u1ea3n ph\u1ea9m Apple t\u0103ng gi\u00e1 h\u00e0ng tri\u1ec7u \u0111\u1ed3ng <\/h1>\n

Vi\u1ec7c Apple t\u0103ng gi\u00e1 h\u00e0ng lo\u1ea1t s\u1ea3n ph\u1ea9m giai \u0111o\u1ea1n gi\u1eefa n\u0103m \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 b\u1ea5t th\u01b0\u1eddng, nh\u01b0ng kh\u00f3 tr\u00e1nh kh\u1ecfi do khan hi\u1ebfm chip nh\u1edb.<\/p>\n

Ng\u00e0y 25\/6, Apple n\u00e2ng 15-25% gi\u00e1 m\u00e1y Mac, iPad, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u0103ng t\u1eeb 3 tri\u1ec7u \u0111\u1ebfn h\u01a1n 30 tri\u1ec7u \u0111\u1ed3ng, ch\u1ec9 m\u1ed9t tu\u1ea7n sau khi CEO Tim Cook “r\u00e0o tr\u01b0\u1edbc” r\u1eb1ng chi ph\u00ed linh ki\u1ec7n chip nh\u1edb ng\u00e0y c\u00e0ng t\u0103ng trong c\u01a1n s\u1ed1t AI. “Ch\u00fang t\u00f4i \u0111\u00e3 c\u1ed1 g\u1eafng h\u1ebft s\u1ee9c nh\u1eb1m gi\u1ea3m m\u1ee9c t\u0103ng gi\u00e1 v\u00e0 b\u1ea3o v\u1ec7 kh\u00e1ch h\u00e0ng, nh\u01b0ng m\u1ecdi th\u1ee9 \u0111ang kh\u00f4ng th\u1ec3 duy tr\u00ec \u0111\u01b0\u1ee3c”, \u00f4ng n\u00f3i.<\/p>\n

Tr\u00ean m\u1ea1ng x\u00e3 h\u1ed9i, nhi\u1ec1u ng\u01b0\u1eddi b\u1eaft \u0111\u1ea7u ch\u1ec9 tr\u00edch Apple. “Apple \u0111ang b\u1eaft ng\u01b0\u1eddi d\u00f9ng tr\u1ea3 ti\u1ec1n cho cu\u1ed9c \u0111ua AI”, t\u00e0i kho\u1ea3n X Savad <\/em>b\u00ecnh lu\u1eadn.<\/p>\n

“M\u1ed9t c\u00f4ng ty c\u00f3 l\u1ee3i nhu\u1eadn cao v\u1eabn t\u0103ng gi\u00e1 th\u00ec r\u00f5 r\u00e0ng \u01b0u ti\u00ean l\u00e0 b\u1ea3o v\u1ec7 bi\u00ean l\u1ee3i nhu\u1eadn, kh\u00f4ng ph\u1ea3i kh\u00e1ch h\u00e0ng”, t\u00e0i kho\u1ea3n Tayal <\/em>n\u00f3i. “Apple t\u1eebng t\u1ef1 h\u00e0o v\u1ec1 kh\u1ea3 n\u0103ng ki\u1ec3m so\u00e1t chu\u1ed7i cung \u1ee9ng, nh\u01b0ng cu\u1ed1i c\u00f9ng v\u1eabn chuy\u1ec3n to\u00e0n b\u1ed9 \u00e1p l\u1ef1c chi ph\u00ed sang ng\u01b0\u1eddi mua”.<\/p>\n

Elon Musk c\u0169ng \u0111\u00e1nh gi\u00e1 vi\u1ec7c Apple t\u0103ng gi\u00e1 b\u00e1n lo\u1ea1t thi\u1ebft b\u1ecb l\u00e0 \u0111i\u1ec1u b\u1ea5t ng\u1edd. “S\u1ef1 t\u0103ng v\u1ecdt v\u1ec1 gi\u00e1 l\u1edbn nh\u1ea5t trong b\u1ea5t c\u1ee9 th\u1ee9 g\u00ec t\u00f4i t\u1eebng th\u1ea5y”, t\u1ef7 ph\u00fa vi\u1ebft tr\u00ean X.<\/p>\n

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Logo Apple t\u1ea1i m\u1ed9t Apple Store \u1edf California, M\u1ef9, th\u00e1ng 5\/2026. \u1ea2nh: L\u01b0u Qu\u00fd<\/em><\/p>\n<\/figcaption><\/figure>\n

Gi\u1edbi truy\u1ec1n th\u00f4ng nh\u1eadn \u0111\u1ecbnh, d\u00f9 \u0111\u00e3 th\u00f4ng b\u00e1o tr\u01b0\u1edbc, vi\u1ec7c t\u0103ng gi\u00e1 t\u1edbi15-25% cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng cung \u1ee9ng chip nh\u1edb kh\u1eafc nghi\u1ec7t h\u01a1n nhi\u1ec1u so v\u1edbi b\u1ec1 ngo\u00e0i. “Apple v\u1ed1n n\u1ed5i ti\u1ebfng gi\u1eef nguy\u00ean gi\u00e1 trong su\u1ed1t v\u00f2ng \u0111\u1eddi s\u1ea3n ph\u1ea9m. Vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh gi\u1eefa chu k\u1ef3 r\u1ea5t \u0111\u00e1ng ch\u00fa \u00fd, ph\u1ea3n \u00e1nh m\u1ee9c \u0111\u1ed9 nghi\u00eam tr\u1ecdng c\u1ee7a cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip nh\u1edb”, The Verge<\/em> b\u00ecnh lu\u1eadn.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n c\u0169ng ph\u1ea3n \u1ee9ng ti\u00eau c\u1ef1c. Theo ghi nh\u1eadn c\u1ee7a CNBC<\/em>, c\u1ed5 phi\u1ebfu Apple tr\u1ea3i qua ng\u00e0y t\u1ed3i t\u1ec7 nh\u1ea5t k\u1ec3 t\u1eeb 4\/4\/2025, khi gi\u1ea3m h\u01a1n 6%.<\/p>\n

“D\u00f9 t\u0103ng gi\u00e1 gi\u00fap b\u1ea3o v\u1ec7 bi\u00ean l\u1ee3i nhu\u1eadn, s\u1ef1 \u0111i\u1ec1u ch\u1ec9nh gi\u1eefa chu k\u1ef3 kinh doanh r\u1ea5t b\u1ea5t th\u01b0\u1eddng \u0111\u1ed1i v\u1edbi Apple, l\u00e0m t\u0103ng nguy c\u01a1 thi\u1ebfu h\u1ee5t nhu c\u1ea7u v\u1edbi m\u00e1y Mac v\u00e0 iPad”, nh\u00e0 ph\u00e2n t\u00edch Amit Daryanani c\u1ee7a Evercore ISI n\u00f3i v\u1edbi Barrons<\/em>, d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu c\u00f4ng ty s\u1ebd gi\u1ea3m ti\u1ebfp trong v\u00e0i ng\u00e0y t\u1edbi.<\/p>\n

Tuy nhi\u00ean, Business Insider <\/em>cho r\u1eb1ng Apple \u0111\u00e3 “g\u00e1nh” ph\u1ea7n l\u1edbn chi ph\u00ed gia t\u0103ng trong nhi\u1ec1u qu\u00fd. Do \u0111\u00f3, khi gi\u00e1 chip nh\u1edb t\u0103ng l\u00ean m\u1ee9c ch\u01b0a t\u1eebng c\u00f3 do nhu c\u1ea7u AI, vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh kh\u00f3 tr\u00e1nh kh\u1ecfi. “N\u1ebfu ti\u1ebfp t\u1ee5c gi\u1eef gi\u00e1, Apple ph\u1ea3i ch\u1ea5p nh\u1eadn bi\u00ean l\u1ee3i nhu\u1eadn gi\u1ea3m s\u00e2u ho\u1eb7c c\u1eaft gi\u1ea3m \u0111\u1ea7u t\u01b0 cho nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n, \u0111i\u1ec1u m\u00e0 h\u00e3ng s\u1ebd kh\u00f4ng l\u00e0m”, trang n\u00e0y nh\u1eadn \u0111\u1ecbnh.<\/p>\n

Gi\u1edbi chuy\u00ean gia c\u0169ng nh\u1eadn \u0111\u1ecbnh Apple \u0111ang l\u00e0 “n\u1ea1n nh\u00e2n” v\u00e0 vi\u1ec7c n\u00e2ng gi\u00e1 l\u00e0 b\u1ea5t kh\u1ea3 kh\u00e1ng. “H\u1ecd ch\u1ec9 l\u00e0 m\u1ed9t trong nhi\u1ec1u h\u00e3ng ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb cu\u1ed9c kh\u1ee7ng ho\u1ea3ng ngu\u1ed3n cung chip nh\u1edb. Dell, Microsoft v\u00e0 nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t PC kh\u00e1c \u0111\u00e3 l\u00e0m \u0111i\u1ec1u t\u01b0\u01a1ng t\u1ef1 tr\u01b0\u1edbc \u0111\u00f3 r\u1ed3i”, Guardian<\/em> b\u00ecnh lu\u1eadn.<\/p>\n

Theo Tom’s Hardware<\/em>, nguy\u00ean nh\u00e2n d\u1eabn \u0111\u1ebfn cu\u1ed9c kh\u1ee7ng ho\u1ea3ng k\u00e9o d\u00e0i l\u00e0 nhu c\u1ea7u kh\u1ed5ng l\u1ed3 t\u1eeb trung t\u00e2m d\u1eef li\u1ec7u AI. C\u00e1c h\u1ec7 th\u1ed1ng hi\u1ec7n \u0111\u1ea1i \u0111\u00f2i h\u1ecfi l\u01b0\u1ee3ng l\u1edbn b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM) \u0111\u1ec3 cung c\u1ea5p d\u1eef li\u1ec7u li\u00ean t\u1ee5c cho GPU. HBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn r\u1ea5t cao, n\u00ean c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang d\u1ed3n l\u1ef1c s\u1ea3n xu\u1ea5t, \u0111\u1ea7u t\u01b0 v\u00e0 k\u1ef9 thu\u1eadt cho m\u1ea3ng n\u00e0y. \u0110\u1ed3ng ngh\u0129a, h\u1ecd gi\u1ea3m ch\u00fa tr\u1ecdng v\u00e0o b\u1ed9 nh\u1edb DRAM th\u00f4ng th\u01b0\u1eddng, d\u1eabn \u0111\u1ebfn ngu\u1ed3n cung cho m\u00e1y t\u00ednh, m\u00e1y ch\u1ee7 v\u00e0 thi\u1ebft b\u1ecb di \u0111\u1ed9ng b\u1ecb thi\u1ebfu h\u1ee5t.<\/p>\n

S\u1ed1 li\u1ec7u t\u1eeb h\u00e3ng nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng TrendForce cho th\u1ea5y, gi\u00e1 c\u1ee7a b\u1ed9 nh\u1edb truy c\u1eadp ng\u1eabu nhi\u00ean \u0111\u1ed9ng (DRAM), \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong h\u1ea7u h\u1ebft thi\u1ebft b\u1ecb c\u00f4ng ngh\u1ec7 hi\u1ec7n \u0111\u1ea1i, \u0111\u00e3 t\u0103ng t\u1edbi 98% trong qu\u00fd \u0111\u1ea7u 2026 v\u00e0 d\u1ef1 ki\u1ebfn t\u0103ng th\u00eam 58-63% trong qu\u00fd hi\u1ec7n t\u1ea1i. Thu\u1eadt ng\u1eef “RAMageddon” (ng\u00e0y t\u1eadn th\u1ebf c\u1ee7a RAM) c\u0169ng xu\u1ea5t hi\u1ec7n do c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb \u01b0u ti\u00ean b\u00e1n s\u1ea3n ph\u1ea9m cho trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 m\u00e1y ch\u1ee7 AI.<\/p>\n

M\u1ed9t s\u1ed1 nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n Apple s\u1ebd s\u1edbm n\u00e2ng gi\u00e1 iPhone. “iPhone kh\u00f4ng ngo\u1ea1i l\u1ec7. Gi\u00e1 c\u1ee7a n\u00f3 s\u1eafp \u0111\u01b0\u1ee3c \u0111\u1ea9y l\u00ean”, Nabila Popal, Gi\u00e1m \u0111\u1ed1c nghi\u00ean c\u1ee9u c\u1ee7a h\u00e3ng d\u1eef li\u1ec7u IDC, n\u00f3i v\u1edbi Reuters<\/em>. “Vi\u1ec7c t\u0103ng gi\u00e1 tr\u01b0\u1edbc khi ra m\u1eaft iPhone th\u1ebf h\u1ec7 m\u1edbi v\u00e0o m\u00f9a thu l\u00e0 chi\u1ebfn l\u01b0\u1ee3c v\u00f4 c\u00f9ng s\u00e1ng su\u1ed1t. \u0110\u1ebfn khi \u0111\u00f3, t\u00e2m \u0111i\u1ec3m kh\u00f4ng c\u00f2n li\u00ean quan \u0111\u1ebfn gi\u00e1, m\u00e0 l\u00e0 gi\u00e1 tr\u1ecb nh\u1eefng chi\u1ebfc smartphone m\u1edbi mang l\u1ea1i”.<\/p>\n

Chuy\u00ean gia Mark Gurman c\u1ee7a Bloomberg <\/em>v\u00e0 “chuy\u00ean gia tin \u0111\u1ed3n” Ice Universe <\/em>c\u0169ng cho r\u1eb1ng t\u0103ng gi\u00e1 iPhone “kh\u00f4ng ph\u1ea3i c\u00e2u chuy\u1ec7n c\u1ee7a m\u00f9a thu”. C\u00f3 ngh\u0129a, ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 ph\u1ea3i mua iPhone 17 v\u1edbi gi\u00e1 cao h\u01a1n ngay trong nh\u1eefng tu\u1ea7n t\u1edbi, thay v\u00ec \u0111\u1ee3i \u0111\u1ebfn khi iPhone 18 tr\u00ecnh l\u00e0ng gi\u1eefa th\u00e1ng 9.<\/p>\n

Trong khi \u0111\u00f3, c\u00e1c c\u00f4ng ty s\u1ea3n xu\u1ea5t chip nh\u1edb \u0111ang trong th\u1eddi k\u1ef3 “tr\u0103ng m\u1eadt” nh\u1edd c\u01a1n s\u1ed1t AI. Micron Technology \u0111\u1ea1t doanh thu 41,46 t\u1ef7 USD trong qu\u00fd t\u00e0i ch\u00ednh III\/2026, cao g\u1ea5p b\u1ed1n l\u1ea7n c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, c\u00f2n c\u1ed5 phi\u1ebfu t\u0103ng 700% trong m\u1ed9t n\u0103m qua. Gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a h\u00e3ng chip nh\u1edb H\u00e0n Qu\u1ed1c SK Hynix c\u0169ng t\u0103ng 400%, c\u00f2n c\u00f4ng ty s\u1ea3n xu\u1ea5t chip nh\u1edb c\u1ee7a Samsung l\u1ea7n \u0111\u1ea7u \u0111\u1ea1t m\u1ee9c v\u1ed1n h\u00f3a tr\u00ean 1.000 t\u1ef7 USD nh\u1edd l\u1ee3i nhu\u1eadn cao n\u0103m qua.<\/p>\n

B\u1ea3o L\u00e2m<\/strong>t\u1ed5ng h\u1ee3p<\/em><\/p>\n

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  • MacBook, iPad \u0111\u1ed3ng lo\u1ea1t t\u0103ng gi\u00e1 m\u1ea1nh t\u1ea1i Vi\u1ec7t Nam<\/li>\n
  • Apple c\u00f3 th\u1ec3 t\u0103ng gi\u00e1 iPhone 17 cu\u1ed1i th\u00e1ng 6<\/li>\n
  • Gi\u00e1 smartphone, m\u00e1y t\u00ednh t\u0103ng m\u1ea1nh v\u00ec khan hi\u1ebfm chip nh\u1edb<\/li>\n
  • iPhone 18 Pro c\u00f3 th\u1ec3 t\u0103ng gi\u00e1 l\u00ean 1.399 USD<\/li>\n<\/ul>\n<\/div>\n
      \n
    • MacBook, iPad \u0111\u1ed3ng lo\u1ea1t t\u0103ng gi\u00e1 m\u1ea1nh t\u1ea1i Vi\u1ec7t Nam<\/li>\n
    • Apple c\u00f3 th\u1ec3 t\u0103ng gi\u00e1 iPhone 17 cu\u1ed1i th\u00e1ng 6<\/li>\n
    • Gi\u00e1 smartphone, m\u00e1y t\u00ednh t\u0103ng m\u1ea1nh v\u00ec khan hi\u1ebfm chip nh\u1edb<\/li>\n
    • iPhone 18 Pro c\u00f3 th\u1ec3 t\u0103ng gi\u00e1 l\u00ean 1.399 USD<\/li>\n<\/ul>\n<\/article>\n
      \n

      https:\/\/vnexpress.net\/phan-ung-trai-chieu-khi-san-pham-apple-tang-gia-hang-trieu-dong-5090130.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      Ph\u1ea3n \u1ee9ng tr\u00e1i chi\u1ec1u khi s\u1ea3n ph\u1ea9m Apple t\u0103ng gi\u00e1 h\u00e0ng tri\u1ec7u \u0111\u1ed3ng Vi\u1ec7c Apple t\u0103ng gi\u00e1 h\u00e0ng lo\u1ea1t s\u1ea3n ph\u1ea9m giai \u0111o\u1ea1n gi\u1eefa n\u0103m \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 b\u1ea5t th\u01b0\u1eddng, nh\u01b0ng kh\u00f3 tr\u00e1nh kh\u1ecfi do khan hi\u1ebfm chip nh\u1edb. Ng\u00e0y 25\/6, Apple n\u00e2ng 15-25% gi\u00e1 m\u00e1y Mac, iPad, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u0103ng t\u1eeb 3 tri\u1ec7u \u0111\u1ebfn<\/p>\n","protected":false},"author":1,"featured_media":1021,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-1020","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cong-nghe"],"_links":{"self":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/1020","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1020"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/1020\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/1021"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1020"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1020"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}