{"id":15226,"date":"2026-09-05T13:47:24","date_gmt":"2026-09-05T06:47:24","guid":{"rendered":"https:\/\/useful.vn\/?p=15226"},"modified":"2026-09-05T13:47:24","modified_gmt":"2026-09-05T06:47:24","slug":"cong-ty-trung-quoc-lan-dau-vao-top-3-nha-san-xuat-bo-nho-nand","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=15226","title":{"rendered":"C\u00f4ng ty Trung Qu\u1ed1c l\u1ea7n \u0111\u1ea7u v\u00e0o top 3 nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb NAND"},"content":{"rendered":"
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\nC\u00f4ng ty Trung Qu\u1ed1c l\u1ea7n \u0111\u1ea7u v\u00e0o top 3 nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb NAND <\/h1>\n

Nh\u1edd l\u00e0n s\u00f3ng m\u00e1y ch\u1ee7 AI ti\u00eau th\u1ee5 g\u1ea7n m\u1ed9t n\u1eeda l\u01b0\u1ee3ng NAND flash to\u00e0n c\u1ea7u, nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c YMTC v\u01b0\u01a1n l\u00ean chi\u1ebfm 14% th\u1ecb ph\u1ea7n, \u0111\u1ee9ng th\u1ee9 ba th\u1ebf gi\u1edbi.<\/p>\n

B\u00e1o c\u00e1o th\u1ecb tr\u01b0\u1eddng qu\u00fd II\/2026 do h\u00e3ng nghi\u00ean c\u1ee9u Counterpoint Research c\u00f4ng b\u1ed1 ng\u00e0y 12\/8 cho th\u1ea5y Yangtze Memory Technologies (YMTC) xu\u1ea5t x\u01b0\u1edfng 14% trong t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng NAND flash to\u00e0n c\u1ea7u.<\/p>\n

Nh\u1edd \u0111\u00f3, c\u00f4ng ty Trung Qu\u1ed1c l\u1ea7n \u0111\u1ea7u n\u1eb1m trong s\u1ed1 ba nh\u00e0 s\u1ea3n xu\u1ea5t NAND l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, \u0111\u1ea9y Kioxia (Nh\u1eadt B\u1ea3n) xu\u1ed1ng v\u1ecb tr\u00ed th\u1ee9 t\u01b0. Samsung ti\u1ebfp t\u1ee5c d\u1eabn \u0111\u1ea7u v\u1edbi 25% th\u1ecb ph\u1ea7n, SK Hynix \u0111\u1ee9ng th\u1ee9 hai v\u1edbi 22%, trong khi Micron x\u1ebfp th\u1ee9 5.<\/p>\n

S\u1ef1 th\u0103ng c\u1ea5p c\u1ee7a YMTC di\u1ec5n ra trong b\u1ed1i c\u1ea3nh trung t\u00e2m d\u1eef li\u1ec7u AI \u0111ang ti\u00eau th\u1ee5 l\u01b0\u1ee3ng b\u1ed9 nh\u1edb k\u1ef7 l\u1ee5c. \u1ed4 c\u1ee9ng eSSD c\u1ea5p doanh nghi\u1ec7p s\u1eed d\u1ee5ng t\u1edbi 48% t\u1ed5ng dung l\u01b0\u1ee3ng chip NAND b\u00e1n ra to\u00e0n c\u1ea7u trong qu\u00fd v\u1eeba qua, t\u0103ng m\u1ea1nh so v\u1edbi m\u1ee9c 26% c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Doanh thu to\u00e0n ng\u00e0nh NAND c\u0169ng ghi nh\u1eadn t\u0103ng n\u0103m l\u1ea7n.<\/p>\n

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M\u1ed9t m\u1eabu chip nh\u1edb c\u1ee7a YMTC. \u1ea2nh: YMTC<\/em><\/p>\n<\/figcaption><\/figure>\n

Tuy nhi\u00ean, x\u00e9t v\u1ec1 m\u1eb7t doanh thu, YMTC \u0111\u1ee9ng th\u1ee9 5 sau Kioxia v\u00e0 Micron. L\u00fd do l\u00e0 h\u1ea7u h\u1ebft s\u1ea3n l\u01b0\u1ee3ng c\u1ee7a YMTC ph\u1ee5c v\u1ee5 ph\u00e2n kh\u00fac ti\u00eau d\u00f9ng c\u00e1 nh\u00e2n, v\u1ed1n c\u00f3 gi\u00e1 r\u1ebb h\u01a1n nhi\u1ec1u so v\u1edbi h\u1ee3p \u0111\u1ed3ng eSSD cung c\u1ea5p cho nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y ch\u1ee7 \u0111\u00e1m m\u00e2y.<\/p>\n

Theo Tom’s Hardware<\/em>, vi\u1ec7c b\u1ecb \u0111\u01b0a v\u00e0o danh s\u00e1ch th\u1ef1c th\u1ec3 c\u1ee7a M\u1ef9 t\u1eeb th\u00e1ng 12\/2022 khi\u1ebfn YMTC g\u1eb7p r\u00e0o c\u1ea3n trong vi\u1ec7c \u0111\u1ea1t ch\u1ee9ng nh\u1eadn cung c\u1ea5p cho c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u ph\u01b0\u01a1ng T\u00e2y, n\u01a1i \u0111em l\u1ea1i ngu\u1ed3n l\u1ee3i nhu\u1eadn l\u1edbn nh\u1ea5t. Th\u1ecb tr\u01b0\u1eddng c\u1ee7a h\u1ecd ch\u1ee7 y\u1ebfu g\u00f3i g\u1ecdn b\u00ean trong Trung Qu\u1ed1c v\u00e0 m\u1ea3ng ti\u00eau d\u00f9ng m\u00e0 c\u00e1c \u0111\u1ed1i th\u1ee7 b\u1ecf l\u1ea1i.<\/p>\n

Ngo\u00e0i ra, th\u1ecb ph\u1ea7n c\u1ee7a Samsung c\u0169ng gi\u1ea3m t\u1eeb 32% \u1edf qu\u00fd II\/2024 xu\u1ed1ng 25% do h\u00e3ng ch\u1ee7 \u0111\u1ed9ng gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng NAND \u0111\u1ec3 t\u1eadp trung cho DRAM v\u00e0 HBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n. Trong khi \u0111\u00f3, Kioxia c\u0169ng \u0111\u00e3 b\u00e1n to\u00e0n b\u1ed9 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t c\u1ee7a n\u0103m 2026 cho kh\u00e1ch h\u00e0ng doanh nghi\u1ec7p.<\/p>\n

Khi gi\u00e1 h\u1ee3p \u0111\u1ed3ng NAND b\u1eadt t\u0103ng 75% trong qu\u00fd II\/2026, c\u00e1c \u00f4ng l\u1edbn r\u00fat d\u1ea7n kh\u1ecfi ph\u00e2n kh\u00fac ph\u1ed5 th\u00f4ng \u0111\u1ec3 ch\u1ea1y theo c\u01a1n s\u1ed1t m\u00e1y ch\u1ee7, t\u1ea1o ra kho\u1ea3ng tr\u1ed1ng l\u1edbn v\u00e0 YMTC nhanh ch\u00f3ng l\u1ea5p \u0111\u1ea7y. C\u00f4ng ty t\u0103ng s\u1ea3n l\u01b0\u1ee3ng 22% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i nh\u1edd th\u01b0\u01a1ng m\u1ea1i h\u00f3a th\u00e0nh c\u00f4ng d\u00f2ng chip 3D NAND 267 l\u1edbp tr\u00ean ki\u1ebfn tr\u00fac Xtacking, \u0111\u1ed3ng th\u1eddi \u0111ang ph\u00e1t tri\u1ec3n c\u00e1c d\u00f2ng chip v\u01b0\u1ee3t m\u1ed1c 300 l\u1edbp.<\/p>\n

Nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t th\u1ee9 ba c\u1ee7a YMTC t\u1ea1i V\u0169 H\u00e1n v\u01b0\u1ee3t m\u1ed1c 50% t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng thi\u1ebft b\u1ecb n\u1ed9i \u0111\u1ecba theo quy \u0111\u1ecbnh c\u1ee7a B\u1eafc Kinh v\u00e0 d\u1ef1 ki\u1ebfn b\u1eaft \u0111\u1ea7u \u0111i v\u00e0o ho\u1ea1t \u0111\u1ed9ng cu\u1ed1i n\u0103m nay.<\/p>\n

Counterpoint d\u1ef1 b\u00e1o \u1ed5 c\u1ee9ng eSSD s\u1ebd chi\u1ebfm h\u01a1n 50% t\u1ed5ng dung l\u01b0\u1ee3ng NAND to\u00e0n c\u1ea7u cu\u1ed1i n\u0103m nay. Trong khi \u0111\u00f3, YMTC cybfx c\u00f3 k\u1ebf ho\u1ea1ch chuy\u1ec3n h\u01b0\u1edbng sang eSSD nh\u1edd d\u00f2ng v\u1ed1n h\u1ed7 tr\u1ee3 m\u1ea1nh, nh\u01b0ng \u0111\u1ed1i m\u1eb7t th\u1eed th\u00e1ch trong vi\u1ec7c t\u00ecm ki\u1ebfm kh\u00e1ch h\u00e0ng m\u00e1y ch\u1ee7 b\u00ean ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n

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

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https:\/\/vnexpress.net\/cong-ty-trung-quoc-lan-dau-vao-top-3-nha-san-xuat-bo-nho-nand-5108488.html<\/p>\n","protected":false},"excerpt":{"rendered":"

C\u00f4ng ty Trung Qu\u1ed1c l\u1ea7n \u0111\u1ea7u v\u00e0o top 3 nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb NAND Nh\u1edd l\u00e0n s\u00f3ng m\u00e1y ch\u1ee7 AI ti\u00eau th\u1ee5 g\u1ea7n m\u1ed9t n\u1eeda l\u01b0\u1ee3ng NAND flash to\u00e0n c\u1ea7u, nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c YMTC v\u01b0\u01a1n l\u00ean chi\u1ebfm 14% th\u1ecb ph\u1ea7n, \u0111\u1ee9ng th\u1ee9 ba th\u1ebf gi\u1edbi. B\u00e1o c\u00e1o th\u1ecb tr\u01b0\u1eddng qu\u00fd II\/2026 do<\/p>\n","protected":false},"author":1,"featured_media":15227,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-15226","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\/15226","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=15226"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/15226\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/15227"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}