{"id":11583,"date":"2026-08-18T22:47:17","date_gmt":"2026-08-18T15:47:17","guid":{"rendered":"https:\/\/useful.vn\/?p=11583"},"modified":"2026-08-18T22:47:17","modified_gmt":"2026-08-18T15:47:17","slug":"nguon-cung-chip-dram-co-the-giam-70-nam-toi","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=11583","title":{"rendered":"Ngu\u1ed3n cung chip DRAM c\u00f3 th\u1ec3 gi\u1ea3m 70% n\u0103m t\u1edbi"},"content":{"rendered":"
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\nNgu\u1ed3n cung chip DRAM c\u00f3 th\u1ec3 gi\u1ea3m 70% n\u0103m t\u1edbi <\/h1>\n

C\u01a1n s\u1ed1t AI \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o khi\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn l\u1edbn d\u1ed3n c\u00f4ng su\u1ea5t cho b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao HBM, b\u00f3p ngh\u1eb9t ngu\u1ed3n cung DRAM.<\/p>\n

Theo \u00f4ng C.K. Chang, CEO c\u00f4ng ty s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb Apacer (\u0110\u00e0i Loan), l\u01b0\u1ee3ng chip nh\u1edb DRAM m\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00ednh ph\u00e2n b\u1ed5 t\u1edbi nh\u1eefng c\u00f4ng ty s\u1ea3n xu\u1ea5t module \u0111\u1ed9c l\u1eadp n\u0103m 2027 c\u00f3 th\u1ec3 ch\u1ec9 c\u00f2n 30% so v\u1edbi n\u0103m 2026. T\u00ecnh tr\u1ea1ng n\u00e0y \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o c\u00e0ng th\u1eaft ch\u1eb7t nghi\u00eam tr\u1ecdng chu\u1ed7i cung \u1ee9ng v\u1ed1n \u0111\u00e3 r\u1ea5t c\u0103ng th\u1eb3ng.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty nh\u01b0 Apacer, \u0111\u01a1n v\u1ecb mua chip nh\u1edb t\u1eeb c\u00e1c h\u00e3ng l\u1edbn nh\u01b0 SK Hynix hay Samsung r\u1ed3i \u0111\u00f3ng g\u00f3i th\u00e0nh s\u1ea3n ph\u1ea9m ho\u00e0n ch\u1ec9nh DIMM, SSD, r\u1ee7i ro l\u1edbn nh\u1ea5t hi\u1ec7n kh\u00f4ng c\u00f2n l\u00e0 ph\u1ea3i mua chip v\u1edbi gi\u00e1 cao, m\u00e0 l\u00e0 kh\u00f4ng th\u1ec3 mua \u0111\u01b0\u1ee3c h\u00e0ng.<\/p>\n

Nguy\u00ean nh\u00e2n c\u1ee7a t\u00ecnh tr\u1ea1ng n\u00e0y \u0111\u00e3 nhi\u1ec1u l\u1ea7n \u0111\u01b0\u1ee3c \u0111\u01b0a ra. Trong nhi\u1ec1u n\u0103m, chip nh\u1edb nh\u01b0 DRAM v\u00e0 NAND Flash ch\u1ee7 y\u1ebfu ph\u1ee5c v\u1ee5 m\u00e1y ch\u1ee7 doanh nghi\u1ec7p, m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, smartphone, b\u1ed9 \u0111\u1ecbnh tuy\u1ebfn v\u00e0 nhi\u1ec1u thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng kh\u00e1c. Tuy nhi\u00ean, t\u1eeb cu\u1ed1i 2025, \u0111a s\u1ed1 h\u1ec7 th\u1ed1ng AI chuy\u1ec3n t\u1eeb x\u1eed l\u00fd sang suy lu\u1eadn v\u00e0 \u0111\u00f2i h\u1ecfi nhi\u1ec1u b\u1ed9 nh\u1edb h\u01a1n. V\u1ea5n \u0111\u1ec1 l\u00e0 trung t\u00e2m d\u1eef li\u1ec7u AI chu\u1ed9ng b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM). HBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn r\u1ea5t cao, n\u00ean c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn quy\u1ebft \u0111\u1ecbnh d\u1ed3n l\u1ef1c s\u1ea3n xu\u1ea5t v\u00e0 \u0111\u1ea7u t\u01b0 k\u1ef9 thu\u1eadt cho m\u1ea3ng n\u00e0y. \u0110\u1ed3ng ngh\u0129a, h\u1ecd ph\u1ea3i gi\u1ea3m ch\u00fa tr\u1ecdng v\u00e0o DRAM v\u00e0 NAND th\u00f4ng th\u01b0\u1eddng.<\/p>\n

\u0110\u1ec3 chu\u1ea9n b\u1ecb cho \u0111\u1ee3t kh\u1ee7ng ho\u1ea3ng ti\u1ebfp theo, Apacer \u0111\u00e3 n\u00e2ng l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c 383,2 tri\u1ec7u USD, t\u0103ng 48% sau m\u1ed9t qu\u00fd v\u00e0 \u0111ang vay th\u00eam 123,6 tri\u1ec7u USD \u0111\u1ec3 s\u1eb5n s\u00e0ng gom chip b\u1ea5t c\u1ee9 khi n\u00e0o nh\u00e0 s\u1ea3n xu\u1ea5t m\u1edf b\u00e1n.<\/p>\n

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M\u1ed9t m\u1eabu chip nh\u1edb DRAM do Samsung s\u1ea3n xu\u1ea5t. \u1ea2nh: Samsung<\/em><\/p>\n<\/figcaption><\/figure>\n

Nhu c\u1ea7u m\u1ea1nh t\u1eeb m\u00e1y ch\u1ee7 AI, l\u01b0u tr\u1eef doanh nghi\u1ec7p, m\u00e1y t\u00ednh c\u00f4ng nghi\u1ec7p v\u00e0 AI ph\u00e2n t\u00e1n \u0111ang \u00e1p \u0111\u1ea3o ho\u00e0n to\u00e0n m\u1ea3ng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Th\u1eadm ch\u00ed, s\u1ef1 khan hi\u1ebfm chip nh\u1edb \u0111ang t\u00e1c \u0111\u1ed9ng t\u1edbi c\u1ea3 chi ph\u00ed s\u1ea3n xu\u1ea5t ng\u00e0nh \u00f4t\u00f4. Gi\u1edbi chuy\u00ean gia d\u1ef1 b\u00e1o gi\u00e1 DRAM s\u1ebd t\u0103ng kho\u1ea3ng 30-40% trong qu\u00fd III\/2026, c\u00f2n NAND Flash t\u0103ng tr\u00ean 20%, tr\u01b0\u1edbc khi h\u1ea1 nhi\u1ec7t nh\u1eb9 v\u00e0o qu\u00fd IV\/2026.<\/p>\n

C\u00e1c \u00f4ng l\u1edbn n\u1eafm gi\u1eef 90% th\u1ecb ph\u1ea7n DRAM to\u00e0n c\u1ea7u l\u00e0 Samsung, SK Hynix v\u00e0 Micron \u0111\u1ec1u c\u1ea3nh b\u00e1o s\u1ef1 thi\u1ebfu h\u1ee5t chip nh\u1edb s\u1ebd k\u00e9o d\u00e0i h\u1ebft n\u0103m 2027. M\u1ed9t s\u1ed1 chuy\u00ean gia th\u1eadm ch\u00ed n\u00f3i cu\u1ed9c kh\u1ee7ng ho\u1ea3ng c\u00f3 th\u1ec3 di\u1ec5n ra 10 n\u0103m. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c nh\u01b0 CXMT hay YMTC hi\u1ec7n \u0111\u00e3 c\u1ea3i thi\u1ec7n n\u0103ng l\u1ef1c c\u00f4ng ngh\u1ec7 nh\u01b0ng l\u1ea1i \u01b0u ti\u00ean ph\u1ee5c v\u1ee5 nhu c\u1ea7u n\u1ed9i \u0111\u1ecba, kh\u00f3 “gi\u1ea3i c\u01a1n kh\u00e1t chip” cho th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p>\n

Theo Tom’s Hardware<\/em>, t\u00edch tr\u1eef h\u00e0ng t\u1ed3n kho v\u1edbi gi\u00e1 \u0111\u1eaft k\u1ef7 l\u1ee5c c\u0169ng ti\u1ec1m \u1ea9n r\u1ee7i ro thua l\u1ed7 n\u1ebfu th\u1ecb tr\u01b0\u1eddng \u0111\u1ed9t ng\u1ed9t \u0111\u1ea3o chi\u1ec1u. Tuy nhi\u00ean, Apacer ch\u1ecdn \u0111\u1eb7t c\u01b0\u1ee3c r\u1eb1ng s\u1edf h\u1eefu linh ki\u1ec7n gi\u00e1 cao n\u0103m 2027 v\u1eabn t\u1ed1t h\u01a1n nhi\u1ec1u so v\u1edbi vi\u1ec7c kh\u00f4ng c\u00f3 h\u00e0ng \u0111\u1ec3 b\u00e1n.<\/p>\n

Huy \u0110\u1ee9c<\/strong><\/p>\n<\/article>\n

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https:\/\/vnexpress.net\/nguon-cung-chip-dram-co-the-giam-70-nam-toi-5103103.html<\/p>\n","protected":false},"excerpt":{"rendered":"

Ngu\u1ed3n cung chip DRAM c\u00f3 th\u1ec3 gi\u1ea3m 70% n\u0103m t\u1edbi C\u01a1n s\u1ed1t AI \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o khi\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn l\u1edbn d\u1ed3n c\u00f4ng su\u1ea5t cho b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao HBM, b\u00f3p ngh\u1eb9t ngu\u1ed3n cung DRAM. Theo \u00f4ng C.K. Chang, CEO c\u00f4ng ty s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb Apacer (\u0110\u00e0i Loan), l\u01b0\u1ee3ng chip<\/p>\n","protected":false},"author":1,"featured_media":11584,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-11583","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\/11583","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=11583"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/11583\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/11584"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11583"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11583"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}