{"id":14261,"date":"2026-08-31T13:47:57","date_gmt":"2026-08-31T06:47:57","guid":{"rendered":"https:\/\/useful.vn\/?p=14261"},"modified":"2026-08-31T13:47:57","modified_gmt":"2026-08-31T06:47:57","slug":"apple-mac-ca-mua-dram-trung-quoc-that-bai","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=14261","title":{"rendered":"Apple ‘m\u1eb7c c\u1ea3 mua DRAM Trung Qu\u1ed1c th\u1ea5t b\u1ea1i’"},"content":{"rendered":"
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\nApple ‘m\u1eb7c c\u1ea3 mua DRAM Trung Qu\u1ed1c th\u1ea5t b\u1ea1i’ <\/h1>\n

Apple \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 t\u00ecm \u0111\u1ebfn CXMT v\u1edbi mong mu\u1ed1n mua DRAM gi\u00e1 r\u1ebb nh\u1eb1m gi\u1ea3m \u00e1p l\u1ef1c chi ph\u00ed cho th\u1ebf h\u1ec7 iPhone m\u1edbi, nh\u01b0ng b\u1ecb t\u1eeb ch\u1ed1i.<\/p>\n

Tr\u00edch d\u1eabn ngu\u1ed3n tin t\u1eeb chu\u1ed7i c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn, DDaily<\/em> (H\u00e0n Qu\u1ed1c) cho bi\u1ebft Apple \u0111\u00e3 \u0111\u00e0m ph\u00e1n v\u1edbi Changxin Memory Technology (CXMT) c\u1ee7a Trung Qu\u1ed1c v\u1edbi mong mu\u1ed1n mua DRAM gi\u00e1 r\u1ebb. Tuy nhi\u00ean, c\u00f4ng ty n\u00e0y \u0111\u00e3 th\u1eb3ng th\u1eebng t\u1eeb ch\u1ed1i \u0111\u1ec1 xu\u1ea5t t\u1eeb c\u00f4ng ty iPhone, th\u1eadm ch\u00ed ch\u1ec9 b\u00e1n “n\u1ebfu m\u1ee9c gi\u00e1 cao h\u01a1n ho\u1eb7c t\u01b0\u01a1ng \u0111\u01b0\u01a1ng” s\u1ea3n ph\u1ea9m Samsung Electronics hay SK Hynix \u0111\u01b0a ra.<\/p>\n

Vi\u1ec7c CXMT “m\u1ea1nh d\u1ea1n” t\u1eeb ch\u1ed1i m\u1ed9t \u0111\u1ed1i t\u00e1c l\u1edbn nh\u01b0 Apple \u0111\u1ebfn t\u1eeb l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng n\u1ed9i \u0111\u1ecba c\u1ee7a h\u00e3ng. C\u00e1c “\u00f4ng l\u1edbn” c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c nh\u01b0 Huawei v\u00e0 Xiaomi \u0111\u00e3 “thu gom” m\u1ed9t l\u01b0\u1ee3ng l\u1edbn s\u1ea3n ph\u1ea9m. Trong b\u1ed1i c\u1ea3nh M\u1ef9 ti\u1ebfp t\u1ee5c tr\u1eebng ph\u1ea1t Trung Qu\u1ed1c \u1edf l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u01b0\u1edbc n\u00e0y \u0111\u00e3 ch\u1ee7 \u0111\u1ed9ng gi\u00e0nh l\u1ea5y ngu\u1ed3n cung DRAM c\u1ee7a CXMT th\u00f4ng qua nh\u1eefng h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n v\u1edbi gi\u00e1 tr\u1ecb cao. Do \u0111\u00f3, CXMT kh\u00f4ng c\u00f2n l\u00fd do g\u00ec \u0111\u1ec3 nh\u01b0\u1ee3ng b\u1ed9 Apple.<\/p>\n

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\u1ea2nh minh h\u1ecda chip CXMT v\u00e0 thi\u1ebft b\u1ecb Apple. \u1ea2nh: ChatGPT<\/em><\/p>\n<\/figcaption><\/figure>\n

Theo Apple Insider,<\/em> chi\u1ebfn l\u01b0\u1ee3c “\u0111a d\u1ea1ng h\u00f3a ngu\u1ed3n cung linh ki\u1ec7n gi\u00e1 r\u1ebb t\u1eeb Trung Qu\u1ed1c” t\u1eebng \u0111\u01b0\u1ee3c c\u00e1c t\u1eadp \u0111o\u00e0n s\u1ea3n xu\u1ea5t th\u00e0nh ph\u1ea9m to\u00e0n c\u1ea7u nh\u01b0 Apple s\u1eed d\u1ee5ng \u0111\u1ec3 c\u1eaft gi\u1ea3m chi ph\u00ed linh ki\u1ec7n. Tuy nhi\u00ean, n\u00f3 \u0111\u00e3 tr\u1edf n\u00ean v\u00f4 d\u1ee5ng trong b\u1ed1i c\u1ea3nh thi\u1ebfu h\u1ee5t DRAM khi nhu c\u1ea7u chip nh\u1edb cho h\u1ec7 th\u1ed1ng b\u0103ng th\u00f4ng cao (HBM) v\u00e0 m\u00e1y ch\u1ee7 AI gia t\u0103ng, khi\u1ebfn nh\u1eefng “\u00f4ng l\u1edbn” chip nh\u1edb nh\u01b0 Samsung Electronics, SK Hynix hay Micron \u01b0u ti\u00ean.<\/p>\n

“C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb Trung Qu\u1ed1c v\u1ed1n tr\u01b0\u1edbc \u0111\u00e2y \u0111\u01b0\u1ee3c coi l\u00e0 l\u1ef1a ch\u1ecdn thay th\u1ebf, \u0111\u00e3 b\u1eaft \u0111\u1ea7u y\u00eau c\u1ea7u m\u1ee9c gi\u00e1 s\u00f2ng ph\u1eb3ng, khi\u1ebfn c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 l\u1edbn m\u1ea5t \u0111i con \u0111\u01b0\u1eddng thay th\u1ebf \u0111\u1ec3 gi\u1ea3m chi ph\u00ed”, AppleInsider b\u00ecnh lu\u1eadn.<\/p>\n

Apple mu\u1ed1n mua DRAM t\u1eeb CXMT – c\u00f4ng ty t\u1eeb l\u00e2u n\u1eb1m trong danh s\u00e1ch \u0111en c\u1ee7a M\u1ef9 – t\u1eeb th\u00e1ng 6. Theo FT, khi \u0111\u00f3, h\u00e3ng \u0111\u1ee9ng sau iPhone \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 g\u1eedi \u0111\u01a1n ki\u1ebfn ngh\u1ecb t\u1edbi Nh\u00e0 Tr\u1eafng v\u1edbi mong mu\u1ed1n mua linh ki\u1ec7n t\u1eeb c\u00f4ng ty Trung Qu\u1ed1c, nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb l\u1edbn nh\u1ea5t Trung Qu\u1ed1c, nh\u01b0ng v\u1ea5p ph\u1ea3i s\u1ef1 ph\u1ea3n \u0111\u1ed1i gay g\u1eaft t\u1eeb c\u00e1c ch\u00ednh kh\u00e1ch M\u1ef9.<\/p>\n

Trong khi \u0111\u00f3, Tim Culpan, nh\u00e0 b\u00e1o c\u00f4ng ngh\u1ec7 \u0110\u00e0i Loan v\u00e0 t\u1eebng l\u00e0 ph\u00f3ng vi\u00ean c\u1ee7a Bloomberg<\/em>, cho bi\u1ebft tr\u00ean blog Culpium<\/em> r\u1eb1ng TSMC, \u0111\u1ed1i t\u00e1c s\u1ea3n xu\u1ea5t chip cho Apple, \u0111ang “v\u1ed9i v\u00e3” t\u00ecm ngu\u1ed3n cung c\u1ea5p b\u1ed9 nh\u1edb nh\u1eb1m ho\u00e0n t\u1ea5t vi\u1ec7c \u0111\u00f3ng g\u00f3i chip A20 Pro v\u00e0 C2 d\u00e0nh cho iPhone 18 Pro.<\/p>\n

Theo Tom’s Hardware, vi\u1ec7c thi\u1ebfu chip nh\u1edb \u0111\u1ec3 \u0111\u00f3ng g\u00f3i c\u00f9ng chip A20 Pro mang \u0111\u1ebfn “c\u00e1i nh\u00ecn th\u00fa v\u1ecb” v\u1ec1 nh\u1eefng h\u1ea1n ch\u1ebf trong l\u0129nh v\u1ef1c b\u00e1n d\u1eabn do kh\u1ee7ng ho\u1ea3ng chip nh\u1edb g\u00e2y ra. N\u00f3 c\u0169ng cho th\u1ea5y chu\u1ed7i cung \u1ee9ng c\u1ee7a Apple “d\u1ec5 b\u1ecb t\u1ed5n th\u01b0\u01a1ng”, kh\u00f4ng ch\u1ec9 ngu\u1ed3n cung DRAM m\u00e0 c\u00f2n c\u1ea3 n\u0103ng l\u1ef1c \u0111\u00f3ng g\u00f3i \u0111\u1ec3 k\u1ebft h\u1ee3p DRAM v\u1edbi t\u1ea5m wafer, d\u00f9 h\u00e3ng lu\u00f4n \u0111\u01b0\u1ee3c chu\u1ed7i cung \u1ee9ng \u01b0u ti\u00ean. 9tomac cho r\u1eb1ng, n\u1ebfu th\u00f4ng tin t\u1eeb Culpan ch\u00ednh x\u00e1c, d\u00f2ng iPhone 18 Pro d\u1ef1 ki\u1ebfn ra m\u1eaft th\u00e1ng 9 c\u00f3 th\u1ec3 khan h\u00e0ng ngay t\u1eeb \u0111\u1ea7u.<\/p>\n

C\u01a1n s\u1ed1t AI \u0111ang khi\u1ebfn chip nh\u1edb c\u1ea1n ki\u1ec7t. Theo Digitimes<\/em>, nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t DRAM v\u00e0 HBM h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi \u0111\u00e3 b\u00e1n s\u1ea1ch s\u1ea3n l\u01b0\u1ee3ng cho \u0111\u1ebfn h\u1ebft n\u0103m 2027. Samsung Electronics, Micron v\u00e0 SanDisk \u0111\u00e3 th\u00f4ng b\u00e1o kh\u00f4ng c\u00f2n b\u00e1n NAND flash, trong khi Kioxia v\u00e0 SK Hynix \u0111ang ho\u00e0n t\u1ea5t nh\u1eefng h\u1ee3p \u0111\u1ed3ng cu\u1ed1i c\u00f9ng. T\u1ea5t c\u1ea3 \u0111\u1ed1i t\u00e1c c\u0169ng b\u1ecb y\u00eau c\u1ea7u ch\u1ea5p nh\u1eadn thanh to\u00e1n ti\u1ec1n c\u1ecdc tr\u01b0\u1edbc, b\u1ea5t k\u1ec3 k\u00fd h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n hay kh\u00f4ng. M\u1ed9t s\u1ed1 c\u00f4ng ty th\u1eadm ch\u00ed ph\u1ea3i “c\u1ea7u xin” \u0111\u1ec3 \u0111\u01b0\u1ee3c ph\u00e2n b\u1ed5 th\u00eam h\u00e0ng v\u1edbi m\u1ee9c gi\u00e1 cao h\u01a1n b\u00ecnh th\u01b0\u1eddng.<\/p>\n

Theo TechCrunch<\/em>, n\u0103m 2027 c\u00f3 th\u1ec3 l\u00e0 n\u0103m “t\u1ec7 nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay” v\u1ec1 khan hi\u1ebfm b\u1ed9 nh\u1edb, khi\u1ebfn gi\u00e1 b\u00e1n c\u1ee7a c\u00e1c s\u1ea3n ph\u1ea9m ti\u00eau d\u00f9ng nh\u01b0 smartphone, laptop, PC… t\u0103ng m\u1ea1nh. M\u1ecdi th\u1ee9 c\u00f3 th\u1ec3 ch\u1ec9 h\u1ea1 nhi\u1ec7t t\u1eeb n\u0103m 2028, khi m\u1ed9t s\u1ed1 c\u00f4ng ty m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t.<\/p>\n

Nikkei Asia<\/em> cho bi\u1ebft, tr\u01b0\u1edbc cu\u1ed9c kh\u1ee7ng ho\u1ea3ng b\u1ed9 nh\u1edb \u0111ang di\u1ec5n ra do s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a h\u1ea1 t\u1ea7ng AI, h\u00e0ng lo\u1ea1t nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y t\u00ednh c\u00e1 nh\u00e2n h\u00e0ng \u0111\u1ea7u \u0111\u00e3 ho\u00e0n t\u1ea5t quy tr\u00ecnh ki\u1ec3m \u0111\u1ecbnh ch\u1ea5t l\u01b0\u1ee3ng \u0111\u1ed1i v\u1edbi DRAM do CXMT c\u1ee7a Trung Qu\u1ed1c s\u1ea3n xu\u1ea5t. Trong \u0111\u00f3, c\u00e1c th\u01b0\u01a1ng hi\u1ec7u l\u1edbn nh\u01b0 HP, Asus v\u00e0 Acer b\u1eaft \u0111\u1ea7u \u0111\u01b0a linh ki\u1ec7n n\u00e0y “v\u1edbi s\u1ed1 l\u01b0\u1ee3ng h\u1ea1n ch\u1ebf” v\u00e0o m\u1ed9t s\u1ed1 d\u00f2ng m\u00e1y t\u00ednh x\u00e1ch tay kh\u00f4ng \u0111\u01b0\u1ee3c ph\u00e2n ph\u1ed1i t\u1ea1i th\u1ecb tr\u01b0\u1eddng M\u1ef9.<\/p>\n

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

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      https:\/\/vnexpress.net\/apple-mac-ca-mua-dram-trung-quoc-that-bai-5106937.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      Apple ‘m\u1eb7c c\u1ea3 mua DRAM Trung Qu\u1ed1c th\u1ea5t b\u1ea1i’ Apple \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 t\u00ecm \u0111\u1ebfn CXMT v\u1edbi mong mu\u1ed1n mua DRAM gi\u00e1 r\u1ebb nh\u1eb1m gi\u1ea3m \u00e1p l\u1ef1c chi ph\u00ed cho th\u1ebf h\u1ec7 iPhone m\u1edbi, nh\u01b0ng b\u1ecb t\u1eeb ch\u1ed1i. Tr\u00edch d\u1eabn ngu\u1ed3n tin t\u1eeb chu\u1ed7i c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn, DDaily (H\u00e0n Qu\u1ed1c) cho bi\u1ebft Apple<\/p>\n","protected":false},"author":1,"featured_media":14262,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-14261","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\/14261","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=14261"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/14261\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/14262"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}