{"id":358,"date":"2026-06-24T10:36:28","date_gmt":"2026-06-24T09:36:28","guid":{"rendered":"https:\/\/useful.vn\/?p=358"},"modified":"2026-06-24T10:36:28","modified_gmt":"2026-06-24T09:36:28","slug":"con-sot-tu-dien-mlcc-tai-trung-quoc","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=358","title":{"rendered":"C\u01a1n s\u1ed1t t\u1ee5 \u0111i\u1ec7n MLCC t\u1ea1i Trung Qu\u1ed1c"},"content":{"rendered":"
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N\u0103m ngo\u00e1i, chip nh\u1edb l\u00e0 m\u1eb7t h\u00e0ng \u0111\u01b0\u1ee3c quan t\u00e2m nh\u1ea5t t\u1ea1i Hoa C\u01b0\u1eddng B\u1eafc (Huaqiangbei), khu ch\u1ee3 \u0111i\u1ec7n t\u1eed l\u1edbn nh\u1ea5t Trung Qu\u1ed1c n\u1eb1m \u1edf Th\u00e2m Quy\u1ebfn. Tuy nhi\u00ean n\u0103m nay, \u0111\u1eb7c bi\u1ec7t t\u1eeb th\u00e1ng 4, s\u1ef1 ch\u00fa \u00fd chuy\u1ec3n sang m\u1ed9t linh ki\u1ec7n nh\u1ecf h\u01a1n: t\u1ee5 \u0111i\u1ec7n g\u1ed1m \u0111a l\u1edbp (MLCC).<\/p>\n

Theo SCMP<\/em>, c\u00e1c nh\u00e0 cung c\u1ea5p v\u00e0 l\u00e1i bu\u00f4n \u0111ang “t\u1eadn h\u01b0\u1edfng l\u00e0n s\u00f3ng gi\u00e1” MLCC t\u0103ng v\u1ecdt do s\u1ef1 b\u00f9ng n\u1ed5 AI to\u00e0n c\u1ea7u. Chi ti\u1ebft nh\u1ecf b\u00e9 n\u00e0y c\u1ea5u t\u1ea1o t\u1eeb nhi\u1ec1u l\u1edbp v\u1eadt li\u1ec7u \u0111i\u1ec7n m\u00f4i g\u1ed3m g\u1ed1m, \u0111i\u1ec7n c\u1ef1c kim lo\u1ea1i xen k\u1ebd nhau, sau \u0111\u00f3 nung k\u1ebft th\u00e0nh kh\u1ed1i nh\u1ecf g\u1ecdn, \u0111\u00f3ng vai tr\u00f2 l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng, l\u1ecdc nhi\u1ec5u v\u00e0 \u1ed5n \u0111\u1ecbnh \u0111i\u1ec7n \u00e1p tr\u00ean bo m\u1ea1ch.<\/p>\n

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Chip MLCC tr\u00ean m\u1ed9t bo m\u1ea1ch. \u1ea2nh: Passive-Components<\/em><\/p>\n<\/figcaption><\/figure>\n

Tr\u00ean chip AI, GPU v\u00e0 bo m\u1ea1ch m\u00e1y ch\u1ee7 AI, MLCC l\u00e0 m\u1ed9t trong nh\u1eefng linh ki\u1ec7n th\u1ee5 \u0111\u1ed9ng quan tr\u1ecdng nh\u1ea5t, theo Arrow DXP<\/em>. Vai tr\u00f2 ch\u00ednh c\u1ee7a ch\u00fang gi\u00fap \u1ed5n \u0111\u1ecbnh ngu\u1ed3n \u0111i\u1ec7n cho b\u1ed9 x\u1eed l\u00fd. Trong qu\u00e1 tr\u00ecnh hu\u1ea5n luy\u1ec7n ho\u1eb7c suy lu\u1eadn AI, GPU c\u00f3 th\u1ec3 thay \u0111\u1ed5i m\u1ee9c ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng trong th\u1eddi gian c\u1ef1c ng\u1eafn, t\u1ea1o \u0111\u1ed9t bi\u1ebfn d\u00f2ng \u0111i\u1ec7n. MLCC \u0111\u01b0\u1ee3c b\u1ed1 tr\u00ed s\u00e1t GPU, CPU v\u00e0 b\u1ed9 nh\u1edb hi\u1ec7u n\u0103ng cao (HBM) \u0111\u00f3ng vai tr\u00f2 kh\u1eed nhi\u1ec5u, cung c\u1ea5p d\u00f2ng \u0111i\u1ec7n t\u1ee9c th\u1eddi v\u00e0 gi\u1ea3m s\u1ee5t \u00e1p, gi\u00fap chip ho\u1ea1t \u0111\u1ed9ng \u1ed5n \u0111\u1ecbnh ngay c\u1ea3 khi t\u1ea3i t\u00ednh to\u00e1n bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh.<\/p>\n

C\u00f9ng v\u1edbi \u1ed5n \u0111\u1ecbnh ngu\u1ed3n, MLCC c\u00f2n c\u00f3 nhi\u1ec7m v\u1ee5 l\u1ecdc nhi\u1ec5u t\u1ea7n s\u1ed1 cao trong h\u1ec7 th\u1ed1ng. C\u00e1c m\u00e1y ch\u1ee7 AI hi\u1ec7n s\u1eed d\u1ee5ng nhi\u1ec1u giao ti\u1ebfp t\u1ed1c \u0111\u1ed9 cao nh\u01b0 PCIe Gen5, NVLink, CXL v\u00e0 k\u1ebft n\u1ed1i v\u1edbi b\u1ed9 nh\u1edb HBM, t\u1ea1o ra l\u01b0\u1ee3ng l\u1edbn nhi\u1ec5u \u0111i\u1ec7n t\u1eeb v\u00e0 dao \u0111\u1ed9ng t\u00edn hi\u1ec7u. Nh\u1edd \u0111\u1eb7c t\u00ednh \u0111\u00e1p \u1ee9ng nhanh \u1edf d\u1ea3i t\u1ea7n s\u1ed1 cao, t\u1ee5 \u0111i\u1ec7n gi\u00fap lo\u1ea1i b\u1ecf nhi\u1ec5u tr\u00ean \u0111\u01b0\u1eddng ngu\u1ed3n v\u00e0 \u0111\u01b0\u1eddng t\u00edn hi\u1ec7u.<\/p>\n

Theo ALF Achemic<\/em>, m\u1ed9t m\u00e1y ch\u1ee7 AI th\u1ebf h\u1ec7 m\u1edbi th\u01b0\u1eddng s\u1eed d\u1ee5ng t\u1edbi 28.000 t\u1ee5 MLCC, g\u1ea5p 10-15 l\u1ea7n so v\u1edbi m\u00e1y ch\u1ee7 th\u00f4ng th\u01b0\u1eddng, khi\u1ebfn linh ki\u1ec7n n\u00e0y ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c s\u0103n l\u00f9ng g\u1eaft gao.<\/p>\n

“T\u00f4i ch\u01b0a th\u1ea5y b\u1ea5t k\u1ef3 d\u1ea5u hi\u1ec7u n\u00e0o ch\u1ec9 ra gi\u00e1 c\u1ea3 MLCC s\u1eafp h\u1ea1 nhi\u1ec7t”, m\u1ed9t nh\u00e0 ph\u00e2n ph\u1ed1i h\u1ecd Wu, chuy\u00ean cung c\u1ea5p t\u1ee5 \u0111i\u1ec7n th\u01b0\u01a1ng hi\u1ec7u Murata Manufacturing (Nh\u1eadt B\u1ea3n) cho th\u01b0\u01a1ng nh\u00e2n v\u00e0 \u0111\u01a1n v\u1ecb cung \u1ee9ng th\u1ee9 c\u1ea5p t\u1ea1i Trung Qu\u1ed1c, n\u00f3i v\u1edbi SCMP.<\/em> \u00d4ng n\u00f3i th\u00eam, \u1edf th\u1ecb tr\u01b0\u1eddng giao ngay, gi\u00e1 trung b\u00ecnh t\u1ee5 \u0111i\u1ec7n \u0111\u00e3 t\u0103ng t\u1eeb 10 nh\u00e2n d\u00e2n t\u1ec7 (1,48 USD) l\u00ean 40 nh\u00e2n d\u00e2n t\u1ec7 (5,9 USD) cho 1.000 chi\u1ebfc, t\u1ee9c t\u0103ng b\u1ed1n l\u1ea7n.<\/p>\n

M\u1ed9t s\u1ed1 m\u1eabu t\u1ee5 \u0111i\u1ec7n th\u1eadm ch\u00ed b\u1ecb \u0111\u1ea9y gi\u00e1 l\u00ean cao h\u01a1n. Theo m\u1ed9t th\u01b0\u01a1ng nh\u00e2n h\u1ecd Zheng chuy\u00ean b\u00e1n MLCC th\u01b0\u01a1ng hi\u1ec7u Samsung Electro-Mechanics (Semco) v\u00e0 c\u00e1c c\u00f4ng ty trong n\u01b0\u1edbc nh\u01b0 Chaozhou Three-Circle Group, lo\u1ea1i t\u1ee5 0805 22\u03bcF \u0111\u00e3 t\u0103ng gi\u00e1 h\u01a1n 20 l\u1ea7n k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m. M\u1ed9t th\u01b0\u01a1ng nh\u00e2n kh\u00e1c th\u00eam r\u1eb1ng t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u00e0ng di\u1ec5n ra th\u01b0\u1eddng xuy\u00ean, s\u1ea3n l\u01b0\u1ee3ng kh\u00f4ng \u0111\u00e1p \u1ee9ng k\u1ecbp nhu c\u1ea7u k\u1ec3 t\u1eeb th\u00e1ng 4 khi\u1ebfn vi\u1ec7c kinh doanh c\u1ee7a \u00f4ng ng\u00e0y c\u00e0ng kh\u00f3 kh\u0103n.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng MLCC to\u00e0n c\u1ea7u hi\u1ec7n do 5 doanh nghi\u1ec7p l\u1edbn th\u1ed1ng tr\u1ecb g\u1ed3m Murata Manufacturing, Samsung Electro-Mechanics, Taiyo Yuden, TDK v\u00e0 Kyocera AVX. Trong \u0111\u00f3, Murata c\u1ee7a Nh\u1eadt B\u1ea3n l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, chuy\u00ean cung \u1ee9ng MLCC cho c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng, \u00f4t\u00f4 \u0111i\u1ec7n v\u00e0 m\u00e1y ch\u1ee7 AI. Samsung Electro-Mechanics \u0111\u1ee9ng th\u1ee9 hai v\u1edbi c\u00e1c d\u00f2ng dung l\u01b0\u1ee3ng cao ph\u1ee5c v\u1ee5 GPU AI, b\u1ed9 nh\u1edb HBM v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u. Hai doanh nghi\u1ec7p Nh\u1eadt B\u1ea3n kh\u00e1c l\u00e0 Taiyo Yuden v\u00e0 TDK c\u0169ng gi\u1eef vai tr\u00f2 quan tr\u1ecdng nh\u1edd th\u1ebf m\u1ea1nh v\u1ec1 c\u00e1c d\u00f2ng MLCC hi\u1ec7u su\u1ea5t cao, k\u00edch th\u01b0\u1edbc si\u00eau nh\u1ecf. Kyocera AVX l\u00e0 nh\u00e0 cung c\u1ea5p t\u1ee5 \u0111i\u1ec7n l\u1edbn cho l\u0129nh v\u1ef1c c\u00f4ng nghi\u1ec7p, \u00f4t\u00f4 v\u00e0 h\u1ea1 t\u1ea7ng \u0111i\u1ec7n t\u1eed chuy\u00ean d\u1ee5ng.<\/p>\n

Nh\u1eefng g\u00ec \u0111ang di\u1ec5n ra t\u1ea1i khu ch\u1ee3 \u0111i\u1ec7n t\u1eed \u1edf Hoa C\u01b0\u1eddng B\u1eafc ph\u1ea3n \u00e1nh \u0111i\u1ec1u ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 Goldman Sachs g\u1ecdi l\u00e0 “chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng l\u1edbn nh\u1ea5t v\u00e0 k\u00e9o d\u00e0i nh\u1ea5t trong l\u1ecbch s\u1eed” li\u00ean quan \u0111\u1ebfn AI. Ri\u00eang t\u1ee5 \u0111i\u1ec7n, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng \u0111\u1ea7u t\u1eeb Nh\u1eadt B\u1ea3n v\u00e0 H\u00e0n Qu\u1ed1c \u0111ang nh\u1eadn l\u01b0\u1ee3ng \u0111\u01a1n h\u00e0ng d\u1ed3n d\u1eadp, l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i v\u1ec1 t\u00ecnh tr\u1ea1ng kh\u1ee7ng ho\u1ea3ng ngu\u1ed3n cung nghi\u00eam tr\u1ecdng trong th\u1eddi gian d\u00e0i.<\/p>\n

Tu\u1ea7n tr\u01b0\u1edbc, c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng TrendForce cho bi\u1ebft ng\u00e0nh c\u00f4ng nghi\u1ec7p t\u1ee5 \u0111i\u1ec7n \u0111ang \u0111\u1ed1i m\u1eb7t nguy c\u01a1 thi\u1ebfu h\u1ee5t ngu\u1ed3n cung n\u1eeda cu\u1ed1i n\u0103m nay do c\u00e1c n\u1ec1n t\u1ea3ng AI th\u1ebf h\u1ec7 m\u1edbi li\u00ean t\u1ee5c \u0111i\u1ec1u ch\u1ec9nh thi\u1ebft k\u1ebf \u1edf giai \u0111o\u1ea1n ki\u1ec3m \u0111\u1ecbnh cu\u1ed1i, khi\u1ebfn s\u1ed1 l\u01b0\u1ee3ng MLCC cao c\u1ea5p c\u1ea7n s\u1eed d\u1ee5ng tr\u00ean m\u1ed7i bo m\u1ea1ch ch\u1ee7 t\u0103ng \u0111\u00e1ng k\u1ec3. Ch\u1eb3ng h\u1ea1n, m\u1ed9t lo\u1ea1i t\u1ee5 \u0111i\u1ec7n MLCC trong chip AI AMD MI450 chuy\u00ean \u0111\u00e0o t\u1ea1o v\u00e0 suy lu\u1eadn m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn \u0111\u00e3 t\u0103ng 632%, t\u1eeb 1.440 \u0111\u01a1n v\u1ecb m\u1ed7i bo m\u1ea1ch l\u00ean 10.544 \u0111\u01a1n v\u1ecb, sau khi k\u1ef9 s\u01b0 thay th\u1ebf t\u1ea5t c\u1ea3 t\u1ee5 \u0111i\u1ec7n nh\u00f4m \u0111i\u1ec7n ph\u00e2n v\u00e0 t\u1ee5 tantalum.<\/p>\n

C\u0169ng theo TrendForce, nhu c\u1ea7u MLCC s\u1ebd \u0111\u1ea1t “\u0111\u1ec9nh m\u1edbi” v\u00e0o cu\u1ed1i n\u0103m, khi Google, Amazon Web Services hay Meta t\u0103ng c\u01b0\u1eddng s\u1ea3n xu\u1ea5t chip AI t\u00f9y ch\u1ec9nh c\u1ee7a ri\u00eang m\u00ecnh. Th\u00f4ng th\u01b0\u1eddng, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ee5 \u0111i\u1ec7n \u01b0u ti\u00ean k\u00fd k\u1ebft v\u1edbi nh\u1eefng doanh nghi\u1ec7p n\u00e0y, khi\u1ebfn th\u1ecb tr\u01b0\u1eddng giao ngay d\u1ec5 r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng t\u0103ng gi\u00e1 v\u00e0 ch\u1eadm tr\u1ec5 giao h\u00e0ng nghi\u00eam tr\u1ecdng.<\/p>\n

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

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      https:\/\/vnexpress.net\/con-sot-tu-dien-mlcc-tai-trung-quoc-5088515.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      N\u0103m ngo\u00e1i, chip nh\u1edb l\u00e0 m\u1eb7t h\u00e0ng \u0111\u01b0\u1ee3c quan t\u00e2m nh\u1ea5t t\u1ea1i Hoa C\u01b0\u1eddng B\u1eafc (Huaqiangbei), khu ch\u1ee3 \u0111i\u1ec7n t\u1eed l\u1edbn nh\u1ea5t Trung Qu\u1ed1c n\u1eb1m \u1edf Th\u00e2m Quy\u1ebfn. Tuy nhi\u00ean n\u0103m nay, \u0111\u1eb7c bi\u1ec7t t\u1eeb th\u00e1ng 4, s\u1ef1 ch\u00fa \u00fd chuy\u1ec3n sang m\u1ed9t linh ki\u1ec7n nh\u1ecf h\u01a1n: t\u1ee5 \u0111i\u1ec7n g\u1ed1m \u0111a l\u1edbp (MLCC). Theo SCMP,<\/p>\n","protected":false},"author":1,"featured_media":359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-358","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\/358","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=358"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/359"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}