{"id":5193,"date":"2026-07-20T13:47:30","date_gmt":"2026-07-20T06:47:30","guid":{"rendered":"https:\/\/useful.vn\/?p=5193"},"modified":"2026-07-20T13:47:30","modified_gmt":"2026-07-20T06:47:30","slug":"con-khat-chip-ai-lan-sang-linh-kien-vat-lieu-ban-dan","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=5193","title":{"rendered":"C\u01a1n kh\u00e1t chip AI lan sang linh ki\u1ec7n, v\u1eadt li\u1ec7u b\u00e1n d\u1eabn"},"content":{"rendered":"
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\nC\u01a1n kh\u00e1t chip AI lan sang linh ki\u1ec7n, v\u1eadt li\u1ec7u b\u00e1n d\u1eabn <\/h1>\n

Kh\u00f4ng ch\u1ec9 \u0111\u1ea9y gi\u00e1 GPU v\u00e0 chip nh\u1edb l\u00ean cao, c\u01a1n s\u1ed1t AI c\u00f2n t\u1ea1o ra “n\u00fat th\u1eaft c\u1ed5 chai” m\u1edbi khi t\u1ee5 \u0111i\u1ec7n, t\u1ea5m \u0111\u1ed3ng hay v\u1ea3i th\u1ee7y tinh tr\u1edf n\u00ean khan hi\u1ebfm.<\/p>\n

Theo SCMP<\/em>, trong khi c\u01a1n kh\u00e1t GPU v\u00e0 chip nh\u1edb v\u1eabn r\u1ea5t “n\u00f3ng”, th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn ti\u1ebfp t\u1ee5c \u0111\u1ed1i m\u1eb7t v\u1edbi vi\u1ec7c t\u0103ng gi\u00e1 m\u1edbi li\u00ean quan \u0111\u1ebfn nh\u1eefng linh ki\u1ec7n v\u00e0 v\u1eadt li\u1ec7u d\u00f9ng trong s\u1ea3n xu\u1ea5t chip.<\/p>\n

Trong \u0111\u00f3, linh ki\u1ec7n nh\u01b0 chip ngu\u1ed3n, t\u1ee5 \u0111i\u1ec7n, hay c\u00e1c lo\u1ea1i v\u1eadt li\u1ec7u nh\u01b0 t\u1ea5m \u0111\u1ed3ng, v\u1ea3i th\u1ee7y tinh t\u1ea1o n\u00ean l\u1edbp n\u1ec1n tr\u00ean b\u1ea3ng m\u1ea1ch in (PCB), g\u1ed1m tinh khi\u1ebft, kh\u00ed c\u00f4ng nghi\u1ec7p s\u1eed d\u1ee5ng cho s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn \u0111ang c\u00f3 m\u1ee9c gi\u00e1 m\u1edbi cao h\u01a1n nhi\u1ec1u so v\u1edbi h\u1ed3i \u0111\u1ea7u n\u0103m. C\u00e1c nh\u00e0 cung c\u1ea5p trong l\u0129nh v\u1ef1c n\u00e0y t\u1eebng \u00edt \u0111\u01b0\u1ee3c ch\u00fa \u00fd, nh\u01b0ng nay gi\u00e0nh \u0111\u01b0\u1ee3c l\u1ee3i th\u1ebf l\u1edbn khi kh\u00e1ch h\u00e0ng c\u1ea1nh tranh gay g\u1eaft do ngu\u1ed3n cung h\u1ea1n ch\u1ebf.<\/p>\n

“Linh ki\u1ec7n nh\u01b0 t\u1ee5 \u0111i\u1ec7n hay v\u1eadt li\u1ec7u ph\u1ee5c v\u1ee5 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn \u0111\u1ec1u \u0111ang b\u01b0\u1edbc v\u00e0o chu k\u1ef3 t\u0103ng gi\u00e1”, nh\u00e0 ph\u00e2n t\u00edch Liu Gaochang c\u1ee7a c\u00f4ng ty d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u00e0 m\u00f4i gi\u1edbi \u0111\u1ea7u t\u01b0 Sinolink Securities cho bi\u1ebft. “Vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n lan r\u1ed9ng t\u1eeb m\u1ed9t s\u1ed1 s\u1ea3n ph\u1ea9m nh\u1ea5t \u0111\u1ecbnh sang nhi\u1ec1u lo\u1ea1i kh\u00e1c”.<\/p>\n

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C\u00f4ng nh\u00e2n b\u00ean trong m\u1ed9t nh\u00e0 m\u00e1y c\u1ee7a Infineon Technologies. \u1ea2nh: Infineon Technologies<\/em><\/p>\n<\/figcaption><\/figure>\n

T\u1ee5 \u0111i\u1ec7n b\u1ecb \u1ea3nh h\u01b0\u1edfng m\u1ea1nh m\u1ebd nh\u1ea5t, \u0111\u1eb7c bi\u1ec7t t\u1ee5 g\u1ed1m \u0111a l\u1edbp (MLCC) hi\u1ec7n h\u1ebft h\u00e0ng tr\u00ean nhi\u1ec1u h\u1ec7 th\u1ed1ng ph\u00e2n ph\u1ed1i th\u1ee9 c\u1ea5p. 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 \u0111\u01b0\u1ee3c s\u0103n l\u00f9ng g\u1eaft gao.<\/p>\n

Nhi\u1ec1u c\u00f4ng ty h\u00e0ng \u0111\u1ea7u v\u1ec1 MLCC t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m, theo Shanghai Securities News<\/em>. Ch\u1eb3ng h\u1ea1n, t\u1eadp \u0111o\u00e0n Murata Manufacturing c\u1ee7a Nh\u1eadt B\u1ea3n, nh\u00e0 s\u1ea3n xu\u1ea5t MLCC l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, th\u00f4ng b\u00e1o t\u0103ng 10-40% v\u1edbi nh\u1eefng s\u1ea3n ph\u1ea9m d\u00f9ng trong m\u00e1y ch\u1ee7 AI v\u00e0 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed cho \u00f4t\u00f4 cao c\u1ea5p b\u1eaft \u0111\u1ea7u t\u1eeb th\u00e1ng 7, \u0111\u1ed3ng th\u1eddi \u00e1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c t\u01b0\u01a1ng t\u1ef1 v\u1edbi t\u1ee5 \u0111i\u1ec7n nh\u00f4m \u0111i\u1ec7n ph\u00e2n (hay t\u1ee5 h\u00f3a), t\u1ee5 \u0111i\u1ec7n m\u00e0ng (hay t\u1ee5 film) v\u00e0 si\u00eau t\u1ee5 \u0111i\u1ec7n. C\u00e1c \u0111\u1ed1i th\u1ee7 c\u0169ng kh\u00f4ng n\u1eb1m ngo\u00e0i xu h\u01b0\u1edbng, nh\u01b0 Taiyo Yuden, Nichicon, Nippon Chemi-Con v\u00e0 Jianghai Electronics t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m 10-30%.<\/p>\n

\u0110\u1ed1i v\u1edbi doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t linh ki\u1ec7n b\u00e1n d\u1eabn c\u00f4ng su\u1ea5t – nh\u00f3m linh ki\u1ec7n \u0111i\u1ec7n t\u1eed \u0111\u1ea3m nh\u1eadn nhi\u1ec7m v\u1ee5 qu\u1ea3n l\u00fd n\u0103ng l\u01b0\u1ee3ng nh\u01b0 \u0111\u00f3ng\/ng\u1eaft, chuy\u1ec3n \u0111\u1ed5i v\u00e0 \u0111i\u1ec1u khi\u1ec3n d\u00f2ng \u0111i\u1ec7n, \u0111i\u1ec7n \u00e1p l\u1edbn trong h\u1ec7 th\u1ed1ng \u0111i\u1ec7n, vi\u1ec7c t\u0103ng gi\u00e1 \u0111\u00e3 di\u1ec5n ra v\u00e0i th\u00e1ng. \u1ede l\u0129nh v\u1ef1c n\u00e0y, Infineon Technologies (\u0110\u1ee9c), Texas Instruments (M\u1ef9) v\u00e0 Yangjie Technology (Trung Qu\u1ed1c) \u0111ang d\u1eabn \u0111\u1ea7u.<\/p>\n

Gi\u1eefa th\u00e1ng 6, Yangjie Technology th\u00f4ng b\u00e1o t\u1edbi kh\u00e1ch h\u00e0ng, to\u00e0n b\u1ed9 d\u00f2ng s\u1ea3n ph\u1ea9m s\u1ebd t\u0103ng gi\u00e1 10-15% k\u1ec3 t\u1eeb th\u00e1ng 7 v\u1edbi l\u00fd do chi ph\u00ed v\u1eadt li\u1ec7u \u0111\u1ea7u v\u00e0o nh\u01b0 t\u1ea5m wafer, kim lo\u1ea1i kh\u1ed1i v\u00e0 v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i t\u0103ng cao. Tr\u00ean blog, c\u00f4ng ty cho bi\u1ebft \u0111\u00e3 g\u1ea7n nh\u01b0 nh\u1eadn \u0111\u1ee7 \u0111\u01a1n h\u00e0ng.<\/p>\n

“Quy\u1ec1n \u0111\u1ecbnh gi\u00e1 c\u1ee7a chu\u1ed7i cung \u1ee9ng b\u00e1n d\u1eabn \u0111ang d\u1ecbch chuy\u1ec3n v\u1ec1 m\u1eb7t c\u1ea5u tr\u00fac, t\u1eeb chip th\u00e0nh ph\u1ea9m sang linh ki\u1ec7n v\u00e0 nguy\u00ean v\u1eadt li\u1ec7u”, nh\u00e0 ph\u00e2n t\u00edch Xu Guangtan c\u1ee7a China Securities n\u00f3i v\u1edbi SCMP<\/em>. “Nhi\u1ec1u nh\u00e0 cung c\u1ea5p linh ki\u1ec7n b\u1ecb h\u1ea1n ch\u1ebf v\u1ec1 ngu\u1ed3n cung v\u00e0 ph\u1ea3i \u0111\u1ed1i m\u1eb7t chu k\u1ef3 m\u1edf r\u1ed9ng d\u00e0i khi\u1ebfn gi\u00e1 c\u1ea3 t\u0103ng”.<\/p>\n

\u00c1p l\u1ef1c c\u00f2n lan \u0111\u1ebfn l\u0129nh v\u1ef1c b\u1ea3ng m\u1ea1ch PCB – “khung x\u01b0\u01a1ng” c\u1ed1 \u0111\u1ecbnh v\u00e0 k\u1ebft n\u1ed1i c\u00e1c linh ki\u1ec7n \u0111i\u1ec7n t\u1eed l\u1ea1i v\u1edbi nhau \u0111\u1ec3 t\u1ea1o th\u00e0nh m\u1ea1ch \u0111i\u1ec7n ho\u00e0n ch\u1ec9nh. Trong b\u1ed1i c\u1ea3nh b\u1ed9 x\u1eed l\u00fd AI v\u00e0 n\u1ec1n t\u1ea3ng chuy\u1ec3n m\u1ea1ch t\u1ed1c \u0111\u1ed9 cao v\u00e0 t\u1ed5n hao t\u00edn hi\u1ec7u th\u1ea5p, PCB c\u1ea7n nhi\u1ec1u l\u1edbp v\u1eadt li\u1ec7u h\u01a1n, g\u1ed3m l\u00e1 \u0111\u1ed3ng cao c\u1ea5p, v\u1ea3i th\u1ee7y tinh c\u00f3 h\u1eb1ng s\u1ed1 \u0111i\u1ec7n m\u00f4i th\u1ea5p v\u00e0 prepreg – l\u1edbp c\u00e1ch \u0111i\u1ec7n \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong li\u00ean k\u1ebft b\u1ea3ng m\u1ea1ch. Theo China Daily<\/em>, Kingboard Laminates, nh\u00e0 cung c\u1ea5p t\u1ea5m laminate ph\u1ee7 \u0111\u1ed3ng v\u00e0 v\u1eadt li\u1ec7u prepreg h\u00e0ng \u0111\u1ea7u Trung Qu\u1ed1c, \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 nhi\u1ec1u l\u1ea7n trong n\u0103m nay v\u1edbi m\u1ed7i l\u1ea7n t\u0103ng \u0111\u1ec1u tr\u00ean 10%, g\u1ea7n nh\u1ea5t gi\u1eefa th\u00e1ng 6.<\/p>\n

B\u00e1o c\u00e1o t\u1eeb Nikkei Asia<\/em> c\u0169ng cho th\u1ea5y, Nippon Sanso (Nh\u1eadt B\u1ea3n) s\u1ebd n\u00e2ng gi\u00e1 kh\u00ed heli l\u00ean h\u01a1n 30% t\u1eeb th\u00e1ng 7, v\u1edbi l\u00fd do ngu\u1ed3n cung to\u00e0n c\u1ea7u khan hi\u1ebfm v\u00e0 chi ph\u00ed thu mua cao. Theo Carra Globe<\/em>, heli si\u00eau tinh khi\u1ebft l\u00e0 lo\u1ea1i kh\u00ed c\u00f4ng nghi\u1ec7p quan tr\u1ecdng trong quy tr\u00ecnh s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn, \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 l\u00e0m m\u00e1t thi\u1ebft b\u1ecb, h\u1ed7 tr\u1ee3 qu\u00e1 tr\u00ecnh kh\u1eafc wafer v\u00e0 duy tr\u00ec m\u00f4i tr\u01b0\u1eddng \u1ed5n \u0111\u1ecbnh trong c\u00f4ng \u0111o\u1ea1n ch\u1ebf t\u1ea1o chip. D\u00f9 \u00edt \u0111\u01b0\u1ee3c ch\u00fa \u00fd h\u01a1n silicon hay gallium, ngu\u1ed3n cung helium \u0111ang ch\u1ecbu \u00e1p l\u1ef1c do ph\u1ee5 thu\u1ed9c m\u1ed9t s\u1ed1 khu v\u1ef1c. Gi\u1edbi chuy\u00ean gia c\u1ea3nh b\u00e1o, n\u1ebfu ngu\u1ed3n cung ti\u1ebfp t\u1ee5c gi\u00e1n \u0111o\u1ea1n, c\u00e1c nh\u00e0 m\u00e1y b\u00e1n d\u1eabn, nh\u1ea5t l\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb, c\u00f3 th\u1ec3 ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh c\u00f4ng su\u1ea5t do thi\u1ebfu kh\u00ed \u0111\u1ea7u v\u00e0o.<\/p>\n

Hydrogen fluoride (HF) c\u1ea5p \u0111i\u1ec7n t\u1eed – lo\u1ea1i h\u00f3a ch\u1ea5t d\u00f9ng trong m\u00e1y quang kh\u1eafc v\u00e0 l\u00e0m s\u1ea1ch b\u1ec1 m\u1eb7t wafer – c\u0169ng ghi nh\u1eadn t\u00ecnh tr\u1ea1ng t\u0103ng gi\u00e1 do ngu\u1ed3n cung l\u01b0u hu\u1ef3nh b\u1ecb gi\u00e1n \u0111o\u1ea1n v\u00e0 Trung Qu\u1ed1c h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u. Theo h\u00e3ng nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng TrendForce, gi\u00e1 hydrogen fluoride t\u0103ng kho\u1ea3ng 40% t\u1eeb \u0111\u1ea7u 2026, g\u00e2y \u00e1p l\u1ef1c l\u00ean c\u00e1c nh\u00e0 cung \u1ee9ng v\u1eadt li\u1ec7u cho hai h\u00e3ng chip nh\u1edb l\u00e0 Samsung v\u00e0 SK Hynix.<\/p>\n

M\u1ed9t s\u1ed1 c\u00f4ng ty chip b\u1eaft \u0111\u1ea7u c\u1ea3m nh\u1eadn s\u1ee9c n\u00f3ng. Theo Economic Daily News,<\/em> MediaTek cu\u1ed1i th\u00e1ng 6 th\u00f4ng b\u00e1o cho \u0111\u1ed1i t\u00e1c v\u1ec1 “t\u00ecnh tr\u1ea1ng thi\u1ebfu linh ki\u1ec7n ch\u01b0a t\u1eebng c\u00f3, n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t h\u1ea1n ch\u1ebf, th\u1eddi gian giao h\u00e0ng k\u00e9o d\u00e0i h\u01a1n v\u00e0 chi ph\u00ed v\u1eadt li\u1ec7u v\u00e0 h\u1eadu c\u1ea7n cao h\u01a1n”. Digitimes<\/em> \u0111\u00e1nh gi\u00e1, \u0111\u1ed9ng th\u00e1i n\u00e0y “b\u00e1o hi\u1ec7u l\u00e0n s\u00f3ng n\u00e2ng gi\u00e1 chip \u0111ang lan r\u1ed9ng kh\u1eafp th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn v\u00e0 k\u1ef7 nguy\u00ean l\u1ea1m ph\u00e1t chip \u0111\u00e3 \u0111\u1ebfn”.<\/p>\n

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

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      https:\/\/vnexpress.net\/con-khat-chip-ai-lan-sang-linh-kien-vat-lieu-ban-dan-5092223.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      C\u01a1n kh\u00e1t chip AI lan sang linh ki\u1ec7n, v\u1eadt li\u1ec7u b\u00e1n d\u1eabn Kh\u00f4ng ch\u1ec9 \u0111\u1ea9y gi\u00e1 GPU v\u00e0 chip nh\u1edb l\u00ean cao, c\u01a1n s\u1ed1t AI c\u00f2n t\u1ea1o ra “n\u00fat th\u1eaft c\u1ed5 chai” m\u1edbi khi t\u1ee5 \u0111i\u1ec7n, t\u1ea5m \u0111\u1ed3ng hay v\u1ea3i th\u1ee7y tinh tr\u1edf n\u00ean khan hi\u1ebfm. Theo SCMP, trong khi c\u01a1n kh\u00e1t GPU v\u00e0 chip<\/p>\n","protected":false},"author":1,"featured_media":5194,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-5193","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\/5193","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=5193"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/5193\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/5194"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5193"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5193"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}