{"id":20056,"date":"2026-09-29T11:17:19","date_gmt":"2026-09-29T04:17:19","guid":{"rendered":"https:\/\/useful.vn\/?p=20056"},"modified":"2026-09-29T11:17:19","modified_gmt":"2026-09-29T04:17:19","slug":"ngoi-sao-ban-dan-trung-quoc-san-xuat-bo-nho-hbm-tien-tien","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=20056","title":{"rendered":"‘Ng\u00f4i sao b\u00e1n d\u1eabn Trung Qu\u1ed1c’ s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb HBM ti\u00ean ti\u1ebfn"},"content":{"rendered":"
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\n‘Ng\u00f4i sao b\u00e1n d\u1eabn Trung Qu\u1ed1c’ s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb HBM ti\u00ean ti\u1ebfn <\/h1>\n

CXMT \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 s\u1ea3n xu\u1ea5t th\u00e0nh c\u00f4ng HBM3E, b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao ti\u00ean ti\u1ebfn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong h\u1ec7 th\u1ed1ng chip AI.<\/p>\n

The Information<\/em> d\u1eabn ngu\u1ed3n tin chu\u1ed7i cung \u1ee9ng cho bi\u1ebft CXMT \u0111ang s\u1ea3n xu\u1ea5t “s\u1ed1 l\u01b0\u1ee3ng nh\u1ecf” HBM3E v\u00e0 d\u1ef1 ki\u1ebfn m\u1edf r\u1ed9ng trong n\u0103m 2027.<\/p>\n

HBM3E (High Bandwidth Memory 3 Extended\/Enhanced) l\u00e0 th\u1ebf h\u1ec7 th\u1ee9 n\u0103m c\u1ee7a c\u00f4ng ngh\u1ec7 b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM), cung c\u1ea5p t\u1ed1c \u0111\u1ed9 v\u01b0\u1ee3t m\u1ed1c 1,2 TB\/gi\u00e2y cho m\u1ed7i ch\u1ed3ng (stack) chip. C\u00f4ng ngh\u1ec7 x\u1ebfp ch\u1ed3ng 3D theo chi\u1ec1u d\u1ecdc (th\u01b0\u1eddng 12 ho\u1eb7c 16 l\u1edbp DRAM) v\u00e0 k\u1ebft n\u1ed1i qua c\u00e1c l\u1ed7 xuy\u00ean qua silicon (TSV) gi\u00fap ti\u1ebft ki\u1ec7m di\u1ec7n t\u00edch b\u1ec1 m\u1eb7t c\u00f9ng dung l\u01b0\u1ee3ng c\u00f3 th\u1ec3 \u0111\u1ea1t h\u00e0ng ch\u1ee5c GB tr\u00ean m\u1ed7i stack.<\/p>\n

Ngu\u1ed3n tin cho bi\u1ebft, m\u1ed9t s\u1ed1 nh\u00e0 thi\u1ebft k\u1ebf chip Trung Qu\u1ed1c, g\u1ed3m T-Head c\u1ee7a Alibaba v\u00e0 Cambricon Technologies c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i B\u1eafc Kinh, \u0111ang th\u1eed nghi\u1ec7m HBM3E c\u1ee7a CXMT tr\u00ean h\u1ec7 th\u1ed1ng c\u1ee7a m\u00ecnh. N\u1ebfu qu\u00e1 tr\u00ecnh di\u1ec5n ra thu\u1eadn l\u1ee3i, hai c\u00f4ng ty s\u1ebd t\u00edch h\u1ee3p v\u00e0o s\u1ea3n ph\u1ea9m t\u1eeb n\u0103m sau.<\/p>\n

CXMT, Cambricon v\u00e0 T-Head ch\u01b0a \u0111\u01b0a ra b\u00ecnh lu\u1eadn.<\/p>\n

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C\u00f4ng nh\u00e2n \u0111\u1ee9ng b\u00ean ngo\u00e0i nh\u00e0 m\u00e1y CXMT \u1edf Trung Qu\u1ed1c. \u1ea2nh: Yonhap News<\/em><\/p>\n<\/figcaption><\/figure>\n

Theo Reuters<\/em>, n\u1ebfu th\u00f4ng tin t\u1eeb The Information<\/em> ch\u00ednh x\u00e1c, CXTM tr\u1edf th\u00e0nh c\u00f4ng ty th\u1ee9 t\u01b0 tr\u00ean th\u1ebf gi\u1edbi v\u00e0 c\u00f4ng ty Trung Qu\u1ed1c \u0111\u1ea7u ti\u00ean s\u1ea3n xu\u1ea5t th\u00e0nh c\u00f4ng chip HBM3E. C\u00f4ng ngh\u1ec7 n\u00e0y \u0111ang \u0111\u01b0\u1ee3c Samsung Electronics, SK Hynix (H\u00e0n Qu\u1ed1c) v\u00e0 Micron Technology (M\u1ef9) ph\u00e1t tri\u1ec3n, cung c\u1ea5p cho h\u1ec7 th\u1ed1ng AI s\u1eed d\u1ee5ng GPU v\u00e0 chip t\u0103ng t\u1ed1c.<\/p>\n

Tr\u01b0\u1edbc \u0111\u00f3, CXMT \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 v\u1eabn \u0111i sau \u0111\u1ed1i th\u1ee7 v\u1ec1 c\u00f4ng ngh\u1ec7 b\u1ed9 nh\u1edb ti\u00ean ti\u1ebfn, \u0111\u1eb7c bi\u1ec7t l\u00e0 HBM v\u1ed1n c\u00f3 vai tr\u00f2 thi\u1ebft y\u1ebfu v\u1edbi nh\u1eefng b\u1ed9 x\u1eed l\u00fd AI c\u1ee7a Nvidia. C\u00f4ng ty c\u0169ng \u0111\u1ed1i m\u1eb7t v\u1edbi ch\u00ednh s\u00e1ch ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a M\u1ef9, khi\u1ebfn kh\u00f4ng th\u1ec3 s\u1edf h\u1eefu thi\u1ebft b\u1ecb t\u1ed1i t\u00e2n, g\u00e2y kh\u00f3 kh\u0103n cho n\u1ed7 l\u1ef1c thu h\u1eb9p kho\u1ea3ng c\u00e1ch c\u00f4ng ngh\u1ec7 v\u1edbi Samsung hay SK Hynix.<\/p>\n

B\u00ean c\u1ea1nh b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao, CXMT c\u0169ng ph\u00e1t tri\u1ec3n th\u00e0nh c\u00f4ng LPDDR6. Cu\u1ed1i tu\u1ea7n tr\u01b0\u1edbc, c\u00f4ng ty cho bi\u1ebft b\u1eaft \u0111\u1ea7u s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t chip DRAM LPDDR6 v\u00e0 d\u1ef1 ki\u1ebfn c\u00f3 m\u1eb7t trong m\u1eabu \u0111i\u1ec7n tho\u1ea1i Xiaomi 18 Fold s\u1eafp ra m\u1eaft. Chip \u0111\u1ea1t b\u0103ng th\u00f4ng truy\u1ec1n d\u1eef li\u1ec7u t\u1ed1i \u0111a 12.800 megabit m\u1ed7i gi\u00e2y (Mb\/gi\u00e2y) v\u00e0 dung l\u01b0\u1ee3ng \u0111\u1ebfn 16 GB.<\/p>\n

V\u1edbi c\u00f4ng b\u1ed1 tr\u00ean, CXMT c\u0169ng l\u00e0 c\u00f4ng ty Trung Qu\u1ed1c \u0111\u1ea7u ti\u00ean s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t DRAM LPDDR6. “\u0110\u1ed1i v\u1edbi m\u1ed9t c\u00f4ng ty Trung Qu\u1ed1c ch\u1ec9 m\u1edbi tham gia th\u1ecb tr\u01b0\u1eddng DRAM t\u1eeb n\u0103m 2019, c\u1ed9t m\u1ed1c mang \u00fd ngh\u0129a quan tr\u1ecdng”, Wang Peng, nh\u00e0 nghi\u00ean c\u1ee9u t\u1ea1i H\u1ecdc vi\u1ec7n Khoa h\u1ecdc X\u00e3 h\u1ed9i B\u1eafc Kinh, n\u00f3i v\u1edbi ChinaDaily<\/em>. “N\u00f3 c\u0169ng gi\u00fap \u0111\u01b0a CXMT v\u00e0o l\u00e0n s\u00f3ng c\u1ea1nh tranh \u0111\u1ea7u ti\u00ean xung quanh ti\u00eau chu\u1ea9n b\u1ed9 nh\u1edb di \u0111\u1ed9ng m\u1edbi nh\u1ea5t c\u00f9ng c\u00e1c ‘\u00f4ng l\u1edbn’ Samsung, SK Hynix v\u00e0 Micron”.<\/p>\n

LPDDR6 (Low Power Double Data Rate 6) l\u00e0 chu\u1ea9n b\u1ed9 nh\u1edb RAM th\u1ebf h\u1ec7 m\u1edbi d\u00e0nh cho thi\u1ebft b\u1ecb di \u0111\u1ed9ng v\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o bi\u00ean (Edge AI). So v\u1edbi LPDDR5X hi\u1ec7n t\u1ea1i, chu\u1ea9n m\u1edbi h\u01b0\u1edbng t\u1edbi t\u0103ng t\u1ed1c \u0111\u1ed9 truy\u1ec1n d\u1eef li\u1ec7u, c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng v\u00e0 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u x\u1eed l\u00fd AI tr\u1ef1c ti\u1ebfp tr\u00ean thi\u1ebft b\u1ecb, \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng h\u1ed7 tr\u1ee3 thi\u1ebft b\u1ecb c\u1ea7n b\u0103ng th\u00f4ng b\u1ed9 nh\u1edb l\u1edbn trong khi v\u1eabn ki\u1ec3m so\u00e1t m\u1ee9c ti\u00eau th\u1ee5 \u0111i\u1ec7n v\u00e0 nhi\u1ec7t l\u01b0\u1ee3ng, ph\u1ee5c v\u1ee5 xu h\u01b0\u1edbng AI c\u1ee5c b\u1ed9 tr\u00ean smartphone v\u00e0 m\u00e1y t\u00ednh c\u00e1 nh\u00e2n.<\/p>\n

Tr\u01b0\u1edbc \u0111\u00f3, Lei Jun, nh\u00e0 s\u00e1ng l\u1eadp ki\u00eam CEO c\u1ee7a Xiaomi, cho bi\u1ebft chip m\u1edbi t\u1ef1 s\u1ea3n xu\u1ea5t Xring O3 c\u1ee7a c\u00f4ng ty s\u1ebd h\u1ed7 tr\u1ee3 LPDDR6 c\u1ee7a CXMT. \u00d4ng k\u1ef3 v\u1ecdng “c\u00f3 th\u00eam s\u1ef1 h\u1ee3p t\u00e1c s\u00e2u r\u1ed9ng h\u01a1n” gi\u1eefa c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c.<\/p>\n

“Chu\u1ed7i c\u00f4ng ngh\u1ec7 cao trong n\u01b0\u1edbc \u0111ang b\u1ec1n v\u1eefng h\u01a1n nh\u1edd kh\u1ea3 n\u0103ng k\u1ebft n\u1ed1i nghi\u00ean c\u1ee9u, th\u01b0\u01a1ng m\u1ea1i h\u00f3a v\u00e0 \u1ee9ng d\u1ee5ng th\u1ecb tr\u01b0\u1eddng, cho ph\u00e9p c\u00e1c c\u00f4ng ty h\u00e0ng \u0111\u1ea7u th\u00fac \u0111\u1ea9y chu\u1ed7i c\u00f4ng nghi\u1ec7p ti\u1ebfn l\u00ean”, gi\u00e1o s\u01b0 Liu Zhiying c\u1ee7a \u0110\u1ea1i h\u1ecdc Khoa h\u1ecdc v\u00e0 C\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c nh\u1eadn x\u00e9t.<\/p>\n

CXMT hi\u1ec7n l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb DRAM l\u1edbn th\u1ee9 t\u01b0 th\u1ebf gi\u1edbi v\u1edbi 7,7% th\u1ecb ph\u1ea7n to\u00e0n c\u1ea7u, sau Samsung Electronics, SK Hynix v\u00e0 Micron Technology. C\u00f4ng ty th\u00e0nh l\u1eadp n\u0103m 2016 t\u1ea1i th\u00e0nh ph\u1ed1 H\u1ee3p Ph\u00ec thu\u1ed9c t\u1ec9nh An Huy, t\u00ean g\u1ecdi ban \u0111\u1ea7u l\u00e0 Innotron. Doanh nghi\u1ec7p ra \u0111\u1eddi c\u00f9ng n\u0103m v\u1edbi Fujian Jinhua Integrated Circuit (JHICC) v\u00e0 Xi’an UniIC Semiconductors, hai trong s\u1ed1 nh\u1eefng nh\u00e0 m\u00e1y b\u00e1n d\u1eabn l\u1edbn c\u1ee7a Trung Qu\u1ed1c, \u0111\u1eb7t m\u1ee5c ti\u00eau c\u1ea1nh tranh v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb m\u00e1y t\u00ednh to\u00e0n c\u1ea7u.<\/p>\n

WSJ<\/em> \u0111\u00e1nh gi\u00e1 CXMT l\u00e0 “ng\u00f4i sao s\u00e1ng” trong danh s\u00e1ch c\u00f4ng ty b\u00e1n d\u1eabn Trung Qu\u1ed1c, v\u1edbi k\u1ef3 v\u1ecdng gi\u00fap n\u00e2ng cao v\u1ecb th\u1ebf t\u1ef1 ch\u1ee7 trong cu\u1ed9c \u0111ua v\u1edbi M\u1ef9. B\u1eafc Kinh \u0111ang th\u00fac \u0111\u1ea9y nh\u1eefng doanh nghi\u1ec7p nh\u01b0 CXMT th\u00e0nh c\u00e1nh chim \u0111\u1ea7u \u0111\u00e0n, b\u00ean c\u1ea1nh SMIC v\u00e0 AMEC.<\/p>\n

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

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https:\/\/vnexpress.net\/ngoi-sao-ban-dan-trung-quoc-san-xuat-bo-nho-hbm-tien-tien-5115523.html<\/p>\n","protected":false},"excerpt":{"rendered":"

‘Ng\u00f4i sao b\u00e1n d\u1eabn Trung Qu\u1ed1c’ s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb HBM ti\u00ean ti\u1ebfn CXMT \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 s\u1ea3n xu\u1ea5t th\u00e0nh c\u00f4ng HBM3E, b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao ti\u00ean ti\u1ebfn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong h\u1ec7 th\u1ed1ng chip AI. The Information d\u1eabn ngu\u1ed3n tin chu\u1ed7i cung \u1ee9ng cho bi\u1ebft CXMT \u0111ang s\u1ea3n xu\u1ea5t “s\u1ed1 l\u01b0\u1ee3ng nh\u1ecf”<\/p>\n","protected":false},"author":1,"featured_media":20057,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-20056","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\/20056","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=20056"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/20056\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/20057"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20056"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20056"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}