{"id":3488,"date":"2026-07-06T16:31:51","date_gmt":"2026-07-06T09:31:51","guid":{"rendered":"https:\/\/useful.vn\/?p=3488"},"modified":"2026-07-06T16:31:51","modified_gmt":"2026-07-06T09:31:51","slug":"con-khat-chip-nho-trong-vong-xoay-ai","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=3488","title":{"rendered":"C\u01a1n kh\u00e1t chip nh\u1edb trong v\u00f2ng xo\u00e1y AI"},"content":{"rendered":"
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\nC\u01a1n kh\u00e1t chip nh\u1edb trong v\u00f2ng xo\u00e1y AI <\/h1>\n

T\u1eebng d\u01b0 th\u1eeba ngu\u1ed3n cung, chip nh\u1edb gi\u1edd l\u1ea1i b\u1ecb “h\u00fat” \u0111\u1ebfn m\u1ee9c c\u1ea1n ki\u1ec7t trong c\u01a1n s\u1ed1t AI, \u0111\u1ea9y th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng v\u00e0o giai \u0111o\u1ea1n t\u0103ng gi\u00e1 m\u1ea1nh.<\/p>\n

\u0110\u1ea7u tu\u1ea7n tr\u01b0\u1edbc, Apple b\u1ea5t ng\u1edd c\u00f4ng b\u1ed1 m\u1ecdi thi\u1ebft b\u1ecb c\u1ee7a h\u00e3ng, tr\u1eeb iPhone, Apple Watch v\u00e0 AirPods, \u0111\u1ec1u n\u00e2ng gi\u00e1 cao h\u01a1n 15-25% so v\u1edbi tr\u01b0\u1edbc \u0111\u00f3. Nguy\u00ean nh\u00e2n \u0111\u01b0\u1ee3c vi\u1ec7n d\u1eabn l\u00e0 chi ph\u00ed linh ki\u1ec7n chip nh\u1edb ng\u00e0y c\u00e0ng cao. CEO Tim Cook th\u1eadm ch\u00ed n\u00f3i v\u1edbi WSJ<\/em> r\u1eb1ng t\u00e1c \u0111\u1ed9ng c\u1ee7a n\u00f3 nh\u01b0 “tr\u1eadn l\u1ee5t tr\u0103m n\u0103m c\u00f3 m\u1ed9t”, r\u1eb1ng \u00f4ng “ch\u01b0a ch\u1ee9ng ki\u1ebfn \u0111i\u1ec1u g\u00ec t\u01b0\u01a1ng t\u1ef1 trong 40 n\u0103m trong ng\u00e0nh”.<\/p>\n

Fortune<\/em> v\u00e0 The Verge<\/em> c\u00f9ng \u0111\u00e1nh gi\u00e1 \u0111\u1ed9ng th\u00e1i c\u1ee7a Apple “g\u00e2y ch\u1ea5n \u0111\u1ed9ng”, b\u1edfi h\u1ecd v\u1ed1n lu\u00f4n \u0111\u01b0\u1ee3c chu\u1ed7i cung \u1ee9ng \u01b0u ti\u00ean, cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng chip nh\u1edb kh\u1eafc nghi\u1ec7t h\u01a1n nhi\u1ec1u so v\u1edbi v\u1ebb b\u1ec1 ngo\u00e0i. Truy\u1ec1n th\u00f4ng ph\u01b0\u01a1ng T\u00e2y \u0111\u1eb7t t\u00ean cho cu\u1ed9c kh\u1ee7ng ho\u1ea3ng l\u00e0 RAMageddon – ng\u00e0y t\u1eadn th\u1ebf c\u1ee7a RAM.<\/p>\n

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M\u1ed9t s\u1ed1 thanh RAM nh\u00e3n hi\u1ec7u Rambus g\u1eafn tr\u00ean bo m\u1ea1ch ch\u1ee7. \u1ea2nh: Rambus<\/em><\/p>\n<\/figcaption><\/figure>\n

Kh\u00f4ng ri\u00eang Apple, th\u1ecb tr\u01b0\u1eddng thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng ghi nh\u1eadn h\u00e0ng lo\u1ea1t h\u00e3ng c\u00f4ng ngh\u1ec7 kh\u00e1c t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m. Microsoft th\u00f4ng b\u00e1o t\u0103ng gi\u00e1 m\u00e1y ch\u01a1i game Xbox th\u00eam 100-150 USD t\u00f9y t\u1eebng phi\u00ean b\u1ea3n, \u0111\u1ed3ng th\u1eddi ng\u1eebng b\u00e1n m\u1eabu b\u1ed9 nh\u1edb 2 TB cao c\u1ea5p nh\u1ea5t. Dell, HP, Lenovo v\u00e0 Asus \u0111i\u1ec1u ch\u1ec9nh danh m\u1ee5c s\u1ea3n ph\u1ea9m b\u1eb1ng c\u00e1ch n\u00e2ng gi\u00e1 ho\u1eb7c gi\u1ea3m dung l\u01b0\u1ee3ng b\u1ed9 nh\u1edb. \u1ede m\u1ea3ng smartphone, c\u00e1c h\u00e3ng nh\u01b0 Samsung, Xiaomi, Oppo, Vivo, Honor v\u00e0 Huawei \u0111\u01b0a ra m\u1ee9c gi\u00e1 kh\u1edfi \u0111i\u1ec3m cao h\u01a1n cho m\u1ed9t s\u1ed1 d\u00f2ng \u0111i\u1ec7n tho\u1ea1i m\u1edbi.<\/p>\n

Gi\u1eefa th\u00e1ng 5, Goldman Sachs c\u1ea3nh b\u00e1o th\u1ecb tr\u01b0\u1eddng chip nh\u1edb to\u00e0n c\u1ea7u \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi s\u1ef1 m\u1ea5t c\u00e2n b\u1eb1ng cung c\u1ea7u nghi\u00eam tr\u1ecdng nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 2011 v\u1edbi nguy\u00ean nh\u00e2n li\u00ean quan \u0111\u1ebfn AI. Ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 n\u00e0y d\u1ef1 b\u00e1o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t c\u1ea3 DRAM v\u00e0 NAND flash s\u1ebd ti\u1ebfp di\u1ec5n v\u00e0 tr\u1ea7m tr\u1ecdng h\u01a1n, k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2028 do ngu\u1ed3n cung kh\u00f3 theo k\u1ecbp nhu c\u1ea7u kh\u00f4ng ng\u1eebng t\u0103ng cao c\u1ee7a c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n

Chi\u1ebfc \u0111\u0129a cho “g\u00e3 kh\u1ed5ng l\u1ed3 h\u00e1u \u0103n”<\/strong><\/p>\n

Trong nhi\u1ec1u n\u0103m, c\u00e1c lo\u1ea1i 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 wifi v\u00e0 c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng kh\u00e1c. Nhu c\u1ea7u \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 t\u01b0\u01a1ng \u0111\u1ed1i \u1ed5n \u0111\u1ecbnh, th\u1eadm ch\u00ed d\u01b0 th\u1eeba v\u00e0 ng\u00e0y c\u00e0ng r\u1ebb do c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t li\u00ean t\u1ee5c c\u1ea3i ti\u1ebfn, theo Reuters<\/em>.<\/p>\n

D\u00f9 v\u1eady, s\u1ef1 \u1ed5n \u0111\u1ecbnh d\u1ea7n bi\u1ebfn m\u1ea5t t\u1eeb cu\u1ed1i n\u0103m 2025, khi h\u1ea7u h\u1ebft h\u1ec7 th\u1ed1ng AI nh\u01b0 ChatGPT c\u1ee7a OpenAI, Claude c\u1ee7a Anthropic hay Gemini c\u1ee7a Google chuy\u1ec3n h\u00ecnh th\u1ee9c t\u1eeb x\u1eed l\u00fd sang suy lu\u1eadn v\u00e0 c\u1ea7n nhi\u1ec1u b\u1ed9 nh\u1edb h\u01a1n. C\u0169ng t\u1eeb \u0111\u00e2y, th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng r\u01a1i v\u00e0o kh\u00f3 kh\u0103n.<\/p>\n

B\u1ed9 nh\u1edb l\u00e0 m\u1ed9t trong hai th\u00e0nh ph\u1ea7n quan tr\u1ecdng nh\u1ea5t tr\u00ean b\u1ea5t k\u1ef3 h\u1ec7 th\u1ed1ng m\u00e1y t\u00ednh n\u00e0o. N\u1ebfu nh\u01b0 CPU \u0111\u00f3ng vai tr\u00f2 “\u0111\u1ea7u n\u00e3o” c\u1ee7a thi\u1ebft b\u1ecb v\u00e0 x\u1eed l\u00fd l\u01b0\u1ee3ng l\u1edbn th\u00f4ng tin v\u1edbi t\u1ed1c \u0111\u1ed9 c\u1ef1c nhanh, b\u1ed9 nh\u1edb l\u00e0 n\u01a1i d\u1eef li\u1ec7u \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef, cung c\u1ea5p cho b\u1ed9 x\u1eed l\u00fd, gi\u1ed1ng nh\u01b0 chi\u1ebfc \u0111\u0129a \u0111\u1ef1ng th\u1ee9c \u0103n.<\/p>\n

V\u1ea5n \u0111\u1ec1 tr\u1edf n\u00ean tr\u1ea7m tr\u1ecdng khi c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI \u01b0a chu\u1ed9ng lo\u1ea1i b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM) – lo\u1ea1i chuy\u00ean d\u1ee5ng x\u1ebfp ch\u1ed3ng nhi\u1ec1u chip l\u00ean nhau, cho ph\u00e9p \u0111\u1ea1t th\u00f4ng l\u01b0\u1ee3ng cao h\u01a1n ph\u1ee5c v\u1ee5 AI suy lu\u1eadn. HBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn r\u1ea5t cao, n\u00ean c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t 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

H\u1ec7 qu\u1ea3 l\u00e0 kh\u00f4ng \u0111\u1ee7 “\u0111\u0129a” \u0111\u1ef1ng th\u1ee9c \u0103n cho t\u1ea5t c\u1ea3 “g\u00e3 kh\u1ed5ng l\u1ed3 h\u00e1u \u0103n”, theo Fortune<\/em>. C\u00e1c c\u00f4ng ty \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y \u0111ang chi h\u00e0ng tr\u0103m t\u1ef7 USD x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u AI v\u00e0 th\u00e2u t\u00f3m m\u1ed9t l\u01b0\u1ee3ng l\u1edbn ngu\u1ed3n cung b\u1ed9 nh\u1edb HBM, c\u00f2n nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y t\u00ednh, \u0111i\u1ec7n tho\u1ea1i, thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng tranh gi\u00e0nh ph\u1ea7n nh\u1ecf c\u00f2n l\u1ea1i.<\/p>\n

“S\u1ea3n xu\u1ea5t chip nh\u1edb \u0111ang tr\u1edf th\u00e0nh m\u1ed9t cu\u1ed9c ch\u01a1i c\u00f3 t\u1ed5ng b\u1eb1ng kh\u00f4ng”, nghi\u00ean c\u1ee9u v\u1ec1 kh\u1ee7ng ho\u1ea3ng b\u1ed9 nh\u1edb \u0111\u01b0\u1ee3c Deutsche Bank c\u00f4ng b\u1ed1 ng\u00e0y 18\/6 n\u00eau. “C\u1ee9 m\u1ed7i t\u1ea5m wafer th\u00eam cho HBM v\u00e0 m\u00e1y ch\u1ee7 AI, ngu\u1ed3n cung cho \u0111i\u1ec7n tho\u1ea1i, m\u00e1y t\u00ednh v\u00e0 \u00f4t\u00f4 l\u1ea1i b\u1ecb r\u00fat b\u1edbt. T\u00ecnh tr\u1ea1ng n\u00e0y \u0111\u1ea9y gi\u00e1 b\u1ed9 nh\u1edb t\u0103ng v\u00e0 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn nhi\u1ec1u ng\u00e0nh kinh t\u1ebf. L\u00fac n\u00e0y, chip nh\u1edb kh\u00f4ng c\u00f2n l\u00e0 m\u1eb7t h\u00e0ng th\u00f4ng th\u01b0\u1eddng, m\u00e0 tr\u1edf th\u00e0nh bi\u1ebfn s\u1ed1 kinh t\u1ebf v\u0129 m\u00f4 r\u00f5 r\u1ec7t”.<\/p>\n

B\u1ed1n giai \u0111o\u1ea1n khan hi\u1ebfm<\/strong><\/p>\n

Theo Tom’s Hardware<\/em>, c\u00f3 th\u1ec3 chia cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip nh\u1edb th\u00e0nh b\u1ed1n giai \u0111o\u1ea1n. \u0110\u1ea7u ti\u00ean v\u00e0o cu\u1ed1i 2025 khi c\u00e1c h\u00e3ng nh\u01b0 Samsung, SK Hynix hay Micron b\u1eaft \u0111\u1ea7u gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng DDR4, NAND ph\u1ed5 th\u00f4ng \u0111\u1ec3 chuy\u1ec3n sang HBM v\u1edbi gi\u00e1 “nh\u00edch” nh\u1eb9.<\/p>\n

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Bi\u1ec3u \u0111\u1ed3 ph\u1ea7n tr\u0103m t\u0103ng gi\u00e1 DRAM v\u00e0 NAND giai \u0111o\u1ea1n t\u1eeb qu\u00fd II\/2024 \u0111\u1ebfn qu\u00fd II\/2026, v\u1edbi m\u1ee9c t\u0103ng \u0111\u1ec9nh \u0111i\u1ec3m di\u1ec5n ra qu\u00fd I\/2026. Ngu\u1ed3n: TrendForce\/Dramwatch<\/em><\/p>\n<\/figcaption><\/figure>\n

\u0110\u1ebfn qu\u00fd I\/2026, d\u1eef li\u1ec7u do c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng TrendForce ghi nh\u1eadn cho th\u1ea5y gi\u00e1 DRAM t\u0103ng t\u1edbi 90-95% so v\u1edbi c\u00f9ng k\u1ef3 2025, g\u00e2y “m\u1ea5t c\u00e2n b\u1eb1ng cung c\u1ea7u nghi\u00eam tr\u1ecdng h\u01a1n d\u1ef1 ki\u1ebfn”. Gi\u1edbi \u0111\u1ea7u c\u01a1 b\u1eaft \u0111\u1ea7u gom chip, c\u00f2n m\u1ed9t s\u1ed1 h\u00e3ng \u0111i\u1ec1u ch\u1ec9nh nh\u1eb9 gi\u00e1 s\u1ea3n ph\u1ea9m. Xiaomi 17 Ultra ra m\u1eaft cao h\u01a1n 500 t\u1ec7 so v\u1edbi th\u1ebf h\u1ec7 tr\u01b0\u1edbc. Ch\u1ee7 t\u1ecbch Xiaomi Lu Weibing khi \u0111\u00f3 th\u1eeba nh\u1eadn chi ph\u00ed linh ki\u1ec7n g\u00e2y \u00e1p l\u1ef1c tr\u1ef1c ti\u1ebfp l\u00ean gi\u00e1 b\u00e1n. T\u00ecnh tr\u1ea1ng t\u01b0\u01a1ng t\u1ef1 c\u0169ng di\u1ec5n ra v\u1edbi c\u00e1c d\u00f2ng m\u00e1y cao c\u1ea5p c\u1ee7a Vivo v\u00e0 Oppo.<\/p>\n

Giai \u0111o\u1ea1n th\u1ee9 ba r\u01a1i v\u00e0o th\u00e1ng 4-5, khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y t\u00ednh b\u1eaft \u0111\u1ea7u \u0111\u01b0a ra c\u1ea3nh b\u00e1o \u0111\u1ebfn to\u00e0n ng\u00e0nh do gi\u00e1 DRAM ti\u1ebfp t\u1ee5c t\u0103ng th\u00eam 58-63%, c\u00f2n NAND l\u00e0 70-75%. Ph\u1ea7n l\u1edbn s\u1ea3n l\u01b0\u1ee3ng NAND Flash \u0111\u1ed5 d\u1ed3n v\u00e0o c\u00e1c \u1ed5 c\u1ee9ng SSD d\u00e0nh cho doanh nghi\u1ec7p. C\u00e1c nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y l\u1edbn c\u0169ng \u0111ang “v\u00e9t s\u1ea1ch ngu\u1ed3n cung” th\u00f4ng qua th\u1ecfa thu\u1eadn d\u00e0i h\u1ea1n, khi\u1ebfn th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng khan hi\u1ebfm nghi\u00eam tr\u1ecdng.<\/p>\n

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Jukan05, <\/em>nh\u00e0 ph\u00e2n t\u00edch n\u1ed5i ti\u1ebfng tr\u00ean X, \u0111\u0103ng bi\u1ec3u \u0111\u1ed3 h\u1ed3i th\u00e1ng 5 cho th\u1ea5y c\u00e1i nh\u00ecn tr\u1ef1c quan v\u1ec1 \u0111\u00e0 t\u0103ng gi\u00e1 theo chi\u1ec1u th\u1eb3ng \u0111\u1ee9ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng chip nh\u1edb. Ngu\u1ed3n: X\/<\/em>Jukan05<\/em><\/p>\n<\/figcaption><\/figure>\n

K\u1ec3 t\u1eeb th\u00e1ng 6, v\u1ea5n \u0111\u1ec1 kh\u00f4ng c\u00f2n n\u1eb1m \u1edf gi\u00e1 b\u00e1n khi l\u0129nh v\u1ef1c \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng ghi nh\u1eadn t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u00e0ng, thi\u1ebfu kh\u1ea3 n\u0103ng ph\u00e2n ph\u1ed1i s\u1ea3n l\u01b0\u1ee3ng v\u00e0 kh\u00f4ng th\u1ec3 k\u00fd h\u1ee3p \u0111\u1ed3ng. Nhi\u1ec1u doanh nghi\u1ec7p nh\u1ecf g\u1ea7n nh\u01b0 kh\u00f4ng mua \u0111\u01b0\u1ee3c chip v\u00ec c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u01b0u ti\u00ean \u0111\u1ed1i t\u00e1c AI ho\u1eb7c h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n.<\/p>\n

Reuters <\/em>\u0111\u00e1nh gi\u00e1, l\u1ee3i nhu\u1eadn HBM cao h\u01a1n khi\u1ebfn c\u00e1c c\u00f4ng ty s\u1ea3n xu\u1ea5t chip nh\u1edb \u01b0u ti\u00ean d\u00f2ng n\u00e0y, gi\u00fap h\u1ecd b\u01b0\u1edbc v\u00e0o th\u1eddi k\u1ef3 “tr\u0103ng m\u1eadt” k\u00e9o d\u00e0i 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 SK Hynix c\u0169ng t\u0103ng 400%, c\u00f2n Samsung Electronics 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

Ng\u00e0y 25\/6, Samsung, SK Hynix v\u00e0 Micron b\u1ecb 17 nguy\u00ean \u0111\u01a1n kh\u1edfi ki\u1ec7n t\u1ea1i T\u00f2a \u00e1n Qu\u1eadn \u1edf b\u1eafc California (M\u1ef9) v\u1edbi c\u00e1o bu\u1ed9c th\u00f4ng \u0111\u1ed3ng h\u1ea1n ch\u1ebf ngu\u1ed3n cung DRAM nh\u1eb1m \u0111\u1ea9y gi\u00e1 t\u0103ng 700% trong b\u1ed1n n\u0103m. \u0110\u01a1n ki\u1ec7n cho r\u1eb1ng ba nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, hi\u1ec7n chi\u1ebfm 90% th\u1ecb ph\u1ea7n DRAM to\u00e0n c\u1ea7u, \u0111\u00e3 \u0111\u1ed3ng lo\u1ea1t chuy\u1ec3n n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t sang HBM ph\u1ee5c v\u1ee5 AI, qua \u0111\u00f3 c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng DDR3 v\u00e0 DDR4, khi\u1ebfn ngu\u1ed3n cung can ki\u1ec7t. Nguy\u00ean \u0111\u01a1n nh\u1eafc l\u1ea1i vi\u1ec7c Samsung v\u00e0 SK Hynix c\u0169ng t\u1eebng th\u1eeba nh\u1eadn tham gia v\u1ee5 th\u00f4ng \u0111\u1ed3ng \u1ea5n \u0111\u1ecbnh gi\u00e1 DRAM h\u1ed3i n\u0103m 2005, trong \u0111\u00f3 SK Hynix b\u1ecb ph\u1ea1t 185 tri\u1ec7u USD, \u0111\u1ed3ng th\u1eddi y\u00eau c\u1ea7u t\u00f2a ban h\u00e0nh l\u1ec7nh c\u1ea5m v\u00e0 b\u1ed3i th\u01b0\u1eddng g\u1ea5p ba l\u1ea7n thi\u1ec7t h\u1ea1i.<\/p>\n

Kh\u00f3 kh\u0103n ti\u1ebfp di\u1ec5n<\/strong><\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u1ea7n c\u1ee9ng, c\u00e2u h\u1ecfi l\u1edbn hi\u1ec7n nay l\u00e0 kh\u1ee7ng ho\u1ea3ng chip nh\u1edb s\u1ebd t\u00e1c \u0111\u1ed9ng nh\u01b0 th\u1ebf n\u00e0o \u0111\u1ebfn ho\u1ea1t \u0111\u1ed9ng kinh doanh v\u00e0 t\u00ecnh h\u00ecnh c\u00f3 th\u1ec3 tr\u1edf n\u00ean t\u1ed3i t\u1ec7 h\u01a1n ra sao.<\/p>\n

Nghi\u00ean c\u1ee9u c\u1ee7a Gartner th\u00e1ng 2 cho th\u1ea5y, chi ph\u00ed b\u1ed9 nh\u1edb t\u0103ng cao h\u01a1n d\u1ef1 ki\u1ebfn l\u00e0m gi\u1ea3m 10,4% l\u01b0\u1ee3ng xu\u1ea5t x\u01b0\u1edfng PC v\u00e0 8,4% smartphone to\u00e0n c\u1ea7u trong n\u0103m 2026, \u0111\u1ed3ng th\u1eddi d\u1ef1 b\u00e1o gi\u00e1 c\u1ee7a ch\u00fang t\u0103ng 17% v\u00e0 13% t\u01b0\u01a1ng \u1ee9ng so v\u1edbi n\u0103m ngo\u00e1i. “V\u1edbi c\u1ea7u v\u01b0\u1ee3t qu\u00e1 cung c\u00f9ng t\u00ecnh tr\u1ea1ng khan hi\u1ebfm, t\u0103ng gi\u00e1 kh\u00f4ng th\u1ec3 tr\u00e1nh kh\u1ecfi”, nh\u00e0 ph\u00e2n t\u00edch Ranjit Atwal c\u1ee7a Gartner n\u00f3i v\u1edbi CNBC<\/em>. “Ng\u01b0\u1eddi ti\u00eau d\u00f9ng s\u1ebd l\u00e0 b\u00ean g\u00e1nh ch\u1ecbu h\u1eadu qu\u1ea3”.<\/p>\n

Theo WSJ<\/em>, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb \u0111ang g\u1ea5p r\u00fat b\u1ed5 sung d\u00e2y chuy\u1ec1n m\u1edbi nh\u01b0ng ch\u01b0a th\u1ec3 \u0111\u00e1p \u1ee9ng m\u1ed9t s\u1edbm m\u1ed9t chi\u1ec1u do c\u1ea7n chi ph\u00ed h\u00e0ng t\u1ef7 USD v\u00e0 nhi\u1ec1u n\u0103m x\u00e2y d\u1ef1ng. Gi\u1edbi ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n, t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t v\u00e0 gi\u00e1 t\u0103ng cao s\u1ebd ti\u1ebfp di\u1ec5n trong v\u00e0i n\u0103m t\u1edbi. Deutsche Bank d\u1ef1 \u0111o\u00e1n ngu\u1ed3n cung ch\u1ec9 \u1ed5n \u0111\u1ecbnh sau n\u0103m 2028, trong khi Ph\u1ed1 Wall d\u1ef1 b\u00e1o gi\u00e1 b\u1ed9 nh\u1edb s\u1ebd t\u0103ng 30-40% trong qu\u00fd IV\/2026 v\u00e0 th\u00eam 40-45% v\u00e0o n\u0103m 2027.<\/p>\n

Nh\u00e0 ph\u00e2n t\u00edch Atwal nh\u1eadn \u0111\u1ecbnh, chi ph\u00ed leo thang c\u00f3 th\u1ec3 khi\u1ebfn ng\u01b0\u1eddi d\u00f9ng gi\u1eef thi\u1ebft b\u1ecb \u0111ang d\u00f9ng l\u00e2u h\u01a1n, t\u1ee9c th\u1eddi gian n\u00e2ng c\u1ea5p k\u00e9o d\u00e0i. H\u1ecd s\u1ebd ph\u1ea3i th\u1ecfa hi\u1ec7p v\u1edbi b\u1ea3n th\u00e2n v\u1ec1 nh\u1eefng g\u00ec h\u1ecd c\u1ea7n, c\u00f2n nh\u00e0 s\u1ea3n xu\u1ea5t s\u1ebd g\u1eb7p kh\u00f3 khi mu\u1ed1n thu h\u00fat kh\u00e1ch h\u00e0ng b\u1eb1ng t\u00ednh n\u0103ng m\u1edbi do gi\u00e1 b\u00e1n qu\u00e1 cao.<\/p>\n

Jon Gold, Ph\u00f3 ch\u1ee7 t\u1ecbch ph\u1ee5 tr\u00e1ch chu\u1ed7i cung \u1ee9ng v\u00e0 ch\u00ednh s\u00e1ch h\u1ea3i quan c\u1ee7a Li\u00ean \u0111o\u00e0n B\u00e1n l\u1ebb Qu\u1ed1c gia M\u1ef9 (NRF), c\u00f3 quan \u0111i\u1ec3m t\u01b0\u01a1ng t\u1ef1. \u00d4ng cho r\u1eb1ng xu h\u01b0\u1edbng n\u00e0y c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng b\u00ean c\u1ea1nh nguy c\u01a1 t\u0103ng gi\u00e1, khi\u1ebfn th\u1ecb tr\u01b0\u1eddng d\u1ea7n b\u1ea5t \u1ed5n v\u00e0i n\u0103m t\u1edbi.<\/p>\n

\u0110\u1ea7u th\u00e1ng 6, li\u00ean minh ng\u01b0\u1eddi d\u00f9ng do NRF d\u1eabn \u0111\u1ea7u vi\u1ebft th\u01b0 cho B\u1ed9 T\u00e0i ch\u00ednh v\u00e0 B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i M\u1ef9, y\u00eau c\u1ea7u ch\u00ednh ph\u1ee7 xem x\u00e9t “s\u1ef1 m\u1ea5t c\u00e2n b\u1eb1ng c\u1ea5p b\u00e1ch” c\u1ee7a chip nh\u1edb c\u00f9ng “kh\u1ea3 n\u0103ng n\u00e2ng gi\u00e1 \u0111\u00e1ng k\u1ec3 v\u00e0 k\u00e9o d\u00e0i” c\u1ee7a thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Nh\u00f3m k\u00eau g\u1ecdi ch\u00ednh ph\u1ee7 h\u1ee3p t\u00e1c v\u1edbi nh\u00e0 s\u1ea3n xu\u1ea5t v\u00e0 \u0111\u1ed1i t\u00e1c nh\u1eb1m “b\u1ea3o v\u1ec7 ng\u01b0\u1eddi d\u00f9ng, ng\u01b0\u1eddi lao \u0111\u1ed9ng v\u00e0 c\u00e1c doanh nghi\u1ec7p thu\u1ed9c m\u1ecdi quy m\u00f4 kh\u1ecfi nh\u1eefng thi\u1ec7t h\u1ea1i”.<\/p>\n

Mashable<\/em> nh\u1eadn \u0111\u1ecbnh, cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip nh\u1edb cho th\u1ea5y AI \u0111\u00e3 tr\u1edf th\u00e0nh y\u1ebfu t\u1ed1 chi ph\u1ed1i b\u1ea5t k\u1ef3 th\u1ecb tr\u01b0\u1eddng n\u00e0o li\u00ean quan, ch\u1eb3ng h\u1ea1n GPU hay n\u0103ng l\u01b0\u1ee3ng tr\u01b0\u1edbc \u0111\u00f3. V\u1edbi th\u1ecb tr\u01b0\u1eddng ti\u00eau d\u00f9ng, h\u1ec7 qu\u1ea3 l\u00e0 gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed c\u00f3 th\u1ec3 t\u0103ng khi chi ph\u00ed b\u1ed9 nh\u1edb ti\u1ebfp t\u1ee5c leo thang, \u00edt nh\u1ea5t trong 1-2 n\u0103m t\u1edbi.<\/p>\n

B\u1ea3o L\u00e2m – H\u1ed3ng Kh\u00e1nh<\/strong>t\u1ed5ng h\u1ee3p<\/em><\/p>\n

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    \n
  • Musk \u0111\u1ed3ng t\u00ecnh v\u1edbi Tim Cook: ‘Gi\u00e1 chip nh\u1edb t\u0103ng ch\u01b0a t\u1eebng c\u00f3’<\/li>\n
  • Gi\u00e1 smartphone, m\u00e1y t\u00ednh t\u0103ng m\u1ea1nh v\u00ec khan hi\u1ebfm chip nh\u1edb<\/li>\n
  • Bi\u1ec3u \u0111\u1ed3 th\u1ec3 hi\u1ec7n gi\u00e1 chip nh\u1edb t\u0103ng g\u1ea7n th\u1eb3ng \u0111\u1ee9ng<\/li>\n
  • Samsung v\u00e0 Apple c\u00f9ng l\u00ean ti\u1ebfng v\u1ec1 kh\u1ee7ng ho\u1ea3ng chip nh\u1edb<\/li>\n
  • Gi\u00e1 DRAM d\u1ef1 b\u00e1o t\u0103ng 63% trong qu\u00fd II\/2026<\/li>\n<\/ul>\n<\/div>\n
      \n
    • Musk \u0111\u1ed3ng t\u00ecnh v\u1edbi Tim Cook: ‘Gi\u00e1 chip nh\u1edb t\u0103ng ch\u01b0a t\u1eebng c\u00f3’<\/li>\n
    • Gi\u00e1 smartphone, m\u00e1y t\u00ednh t\u0103ng m\u1ea1nh v\u00ec khan hi\u1ebfm chip nh\u1edb<\/li>\n
    • Bi\u1ec3u \u0111\u1ed3 th\u1ec3 hi\u1ec7n gi\u00e1 chip nh\u1edb t\u0103ng g\u1ea7n th\u1eb3ng \u0111\u1ee9ng<\/li>\n
    • Samsung v\u00e0 Apple c\u00f9ng l\u00ean ti\u1ebfng v\u1ec1 kh\u1ee7ng ho\u1ea3ng chip nh\u1edb<\/li>\n
    • Gi\u00e1 DRAM d\u1ef1 b\u00e1o t\u0103ng 63% trong qu\u00fd II\/2026<\/li>\n<\/ul>\n<\/article>\n
      \n

      https:\/\/vnexpress.net\/con-khat-chip-nho-trong-vong-xoay-ai-5091157.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      C\u01a1n kh\u00e1t chip nh\u1edb trong v\u00f2ng xo\u00e1y AI T\u1eebng d\u01b0 th\u1eeba ngu\u1ed3n cung, chip nh\u1edb gi\u1edd l\u1ea1i b\u1ecb “h\u00fat” \u0111\u1ebfn m\u1ee9c c\u1ea1n ki\u1ec7t trong c\u01a1n s\u1ed1t AI, \u0111\u1ea9y th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng v\u00e0o giai \u0111o\u1ea1n t\u0103ng gi\u00e1 m\u1ea1nh. \u0110\u1ea7u tu\u1ea7n tr\u01b0\u1edbc, Apple b\u1ea5t ng\u1edd c\u00f4ng b\u1ed1 m\u1ecdi thi\u1ebft b\u1ecb c\u1ee7a h\u00e3ng, tr\u1eeb iPhone,<\/p>\n","protected":false},"author":1,"featured_media":3489,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-3488","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\/3488","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=3488"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/3488\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/3489"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3488"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3488"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}