{"id":6118,"date":"2026-07-24T07:17:21","date_gmt":"2026-07-24T00:17:21","guid":{"rendered":"https:\/\/useful.vn\/?p=6118"},"modified":"2026-07-24T07:17:21","modified_gmt":"2026-07-24T00:17:21","slug":"trung-quoc-day-manh-san-xuat-bo-mach-chu-cho-ai","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=6118","title":{"rendered":"Trung Qu\u1ed1c \u0111\u1ea9y m\u1ea1nh s\u1ea3n xu\u1ea5t bo m\u1ea1ch ch\u1ee7 cho AI"},"content":{"rendered":"
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\nTrung Qu\u1ed1c \u0111\u1ea9y m\u1ea1nh s\u1ea3n xu\u1ea5t bo m\u1ea1ch ch\u1ee7 cho AI <\/h1>\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ea3ng m\u1ea1ch in (PCB) c\u1ee7a Trung Qu\u1ed1c \u0111ang x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y m\u1edbi \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u t\u0103ng cao trong c\u01a1n s\u1ed1t AI.<\/p>\n

Theo SCMP<\/em>, trong n\u1eeda \u0111\u1ea7u n\u0103m, h\u01a1n 20 c\u00f4ng ty chuy\u00ean v\u1ec1 PCB nh\u01b0 Victory Giant Technology, WUS Printed Circuit, Shennan Circuits v\u00e0 Suzhou Dongshan Precision Manufacturing li\u00ean t\u1ee5c c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, d\u1ef1 ki\u1ebfn \u0111\u1ea7u t\u01b0 h\u00e0ng tr\u0103m tri\u1ec7u USD, \u0111\u00e1nh d\u1ea5u giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd nh\u1ea5t trong ng\u00e0nh nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y. Nguy\u00ean nh\u00e2n chuy\u1ec3n h\u01b0\u1edbng \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 do nhu c\u1ea7u bo m\u1ea1ch ch\u1ee7 cho m\u00e1y ch\u1ee7 AI t\u0103ng v\u1ecdt.<\/p>\n

iFeng <\/em>cho bi\u1ebft, Victory Giant, c\u00f4ng ty t\u1ea1i Hu\u1ec7 Ch\u00e2u, t\u1ec9nh Qu\u1ea3ng \u0110\u00f4ng, \u0111\u00e3 n\u00e2ng t\u1ed5ng chi ti\u00eau v\u1ed1n n\u1eeda \u0111\u1ea7u n\u0103m l\u00ean 3,6 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (530 tri\u1ec7u USD), g\u1ea5p nhi\u1ec1u l\u1ea7n so v\u1edbi 730,1 tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7 (107,5 tri\u1ec7u USD) c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. C\u00e1c d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t mSAP (Modified Semi Additive Process – c\u00f4ng ngh\u1ec7 chuy\u00ean d\u00f9ng \u0111\u1ec3 t\u1ea1o ra c\u00e1c \u0111\u01b0\u1eddng m\u1ea1ch si\u00eau nh\u1ecf v\u00e0 kho\u1ea3ng c\u00e1ch c\u1ef1c h\u1eb9p cho PCB) \u0111\u00e3 \u0111i v\u00e0o s\u1ea3n xu\u1ea5t \u1ed5n \u0111\u1ecbnh. C\u00f4ng ty c\u0169ng \u0111ang \u0111\u1ea9y m\u1ea1nh th\u01b0\u01a1ng m\u1ea1i h\u00f3a s\u1ea3n ph\u1ea9m CoWoP – c\u00f4ng ngh\u1ec7 \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn cho ph\u00e9p g\u1eafn tr\u1ef1c ti\u1ebfp c\u00e1c c\u1ee5m chip l\u00ean ngay tr\u00ean PCB, b\u1ecf qua l\u1edbp \u0111\u1ebf trung gian truy\u1ec1n th\u1ed1ng.<\/p>\n

WUS Printed Circuit \u1edf C\u00f4n S\u01a1n, t\u1ec9nh Giang T\u00f4 c\u0169ng \u0111ang \u0111\u1ea9y m\u1ea1nh m\u1edf r\u1ed9ng. Theo Securities Times<\/em>, c\u00f4ng ty \u0111ang nh\u00e2n \u0111\u00f4i v\u1ed1n \u0111\u1ea7u t\u01b0 t\u1eeb 658,1 tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7 (97 tri\u1ec7u USD) l\u00ean 1,5 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (221 tri\u1ec7u USD). H\u1ed3i th\u00e1ng 2, c\u00f4ng ty n\u00e0y c\u00f4ng b\u1ed1 d\u1ef1 \u00e1n tr\u1ecb gi\u00e1 3,3 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (486 tri\u1ec7u USD) nh\u1eb1m \u0111\u00e1p \u1ee9ng nhu c\u1ea7u trung v\u00e0 d\u00e0i h\u1ea1n v\u1ec1 m\u1ea1ch PCB cao c\u1ea5p.<\/p>\n

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Robot \u0111ang l\u1eafp linh ki\u1ec7n l\u00ean m\u1ed9t b\u1ea3ng PCB. \u1ea2nh: EMS Technologies<\/em><\/p>\n<\/figcaption><\/figure>\n

Th\u00e1ng tr\u01b0\u1edbc, Shennan Circuits t\u1ea1i Th\u00e2m Quy\u1ebfn c\u0169ng c\u00f4ng b\u1ed1 \u0111ang huy \u0111\u1ed9ng 4,88 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (718 tri\u1ec7u USD) th\u00f4ng qua ph\u00e1t h\u00e0nh c\u1ed5 phi\u1ebfu ri\u00eang l\u1ebb, trong \u0111\u00f3 ph\u1ea7n l\u1edbn s\u1ebd \u0111\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 v\u00e0o d\u1ef1 \u00e1n m\u1ea1ch \u0111i\u1ec7n to\u00e1n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o tr\u1ecb gi\u00e1 4,54 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (668 tri\u1ec7u USD) t\u1ea1i th\u00e0nh ph\u1ed1 V\u00f4 T\u00edch.<\/p>\n

“Nhu c\u1ea7u v\u1ec1 s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n c\u1ee7a m\u00e1y ch\u1ee7 AI \u0111ang tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng quan tr\u1ecdng v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p PCB”, nh\u00f3m nh\u00e0 ph\u00e2n t\u00edch t\u1eeb h\u00e3ng m\u00f4i gi\u1edbi ch\u1ee9ng kho\u00e1n, qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n, t\u01b0 v\u1ea5n doanh nghi\u1ec7p China Securities vi\u1ebft tr\u00ean blog ng\u00e0y 8\/7. “So v\u1edbi tr\u01b0\u1edbc, nhu c\u1ea7u cao t\u1eeb AI th\u00fac \u0111\u1ea9y c\u00e1c s\u1ea3n ph\u1ea9m m\u1edbi c\u1ea3i ti\u1ebfn h\u01a1n v\u1ec1 l\u1edbp v\u1eadt li\u1ec7u, m\u1eadt \u0111\u1ed9, t\u1ed1c \u0111\u1ed9 v\u00e0 t\u1ed5n hao n\u0103ng l\u01b0\u1ee3ng”.<\/p>\n

C\u0169ng theo China Securities, vi\u1ec7c x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng AI \u0111ang th\u00fac \u0111\u1ea9y nhu c\u1ea7u “cao h\u01a1n bao gi\u1edd h\u1ebft” \u0111\u1ed1i v\u1edbi bo m\u1ea1ch \u0111i\u1ec7n to\u00e1n, h\u1ec7 th\u1ed1ng chuy\u1ec3n m\u1ea1ch v\u00e0 l\u00e0m m\u00e1t b\u1eb1ng ch\u1ea5t l\u1ecfng. Xu h\u01b0\u1edbng d\u1eabn \u0111\u1ebfn “s\u1ef1 chuy\u1ec3n d\u1ecbch trong ng\u00e0nh t\u1eeb s\u1ed1 l\u01b0\u1ee3ng sang ch\u1ea5t l\u01b0\u1ee3ng”.<\/p>\n

Gao Chengfei, Gi\u00e1m \u0111\u1ed1c c\u00f4ng ty t\u01b0 v\u1ea5n Tiaoyuan t\u1ea1i Qu\u1ea3ng Ch\u00e2u, \u0111\u00e1nh gi\u00e1 xu h\u01b0\u1edbng s\u1ebd ti\u1ebfp t\u1ee5c trong n\u1eeda sau n\u0103m nay v\u00e0 c\u00f3 th\u1ec3 k\u00e9o d\u00e0i h\u1ebft n\u0103m t\u1edbi. “Kho\u1ea3ng c\u00e1ch hi\u1ec7n t\u1ea1i gi\u1eefa n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t PCB cao c\u1ea5p trong n\u01b0\u1edbc v\u00e0 nhu c\u1ea7u kh\u00e1 r\u00f5 r\u00e0ng. \u0110i\u1ec3m m\u1ea5u ch\u1ed1t n\u1eb1m \u1edf c\u01a1 c\u1ea5u s\u1ea3n ph\u1ea9m, kh\u00f4ng ph\u1ea3i t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng”, \u00f4ng n\u00f3i tr\u00ean SCMP<\/em>.<\/p>\n

Chengfei \u0111\u00e1nh gi\u00e1, vi\u1ec7c c\u00e1c h\u00e3ng PCB Trung Qu\u1ed1c \u0111\u1ed3ng lo\u1ea1t chuy\u1ec3n sang s\u1ea3n xu\u1ea5t bo m\u1ea1ch cho m\u00e1y ch\u1ee7 AI m\u1ed9t ph\u1ea7n v\u00ec l\u1ee3i nhu\u1eadn, khi m\u1ed9t PCB cho h\u1ec7 th\u1ed1ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o c\u00f3 th\u1ec3 g\u1ea5p 10 l\u1ea7n so v\u1edbi m\u00e1y ch\u1ee7 truy\u1ec1n th\u1ed1ng v\u00e0 nhi\u1ec1u l\u1ea7n lo\u1ea1i bo m\u1ea1ch cho s\u1ea3n ph\u1ea9m \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Tuy v\u1eady, n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t hi\u1ec7n b\u1ecb h\u1ea1n ch\u1ebf b\u1edfi \u0111\u1ed9 ch\u00ednh x\u00e1c c\u1ee7a thi\u1ebft b\u1ecb v\u00e0 s\u1ef1 thi\u1ebfu h\u1ee5t nguy\u00ean v\u1eadt li\u1ec7u.<\/p>\n

Theo TTM Technologies, m\u1ed9t trong nh\u1eefng c\u00f4ng ty PCB l\u1edbn nh\u1ea5t M\u1ef9, c\u00e1c bo m\u1ea1ch cho AI c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c c\u1ea5u t\u1ea1o 1-140 l\u1edbp, gi\u00e1 dao \u0111\u1ed9ng t\u1eeb v\u00e0i USD \u0111\u1ebfn h\u01a1n 100.000 USD. “Trong b\u1ed1i c\u1ea3nh \u0110\u1ecbnh lu\u1eadt Moore \u0111ang \u0111i \u0111\u1ebfn h\u1ed3i k\u1ebft, vi x\u1eed l\u00fd kh\u00f4ng th\u1ec3 t\u0103ng th\u00eam b\u00f3ng b\u00e1n d\u1eabn, vi\u1ec7c k\u1ebft h\u1ee3p ch\u00fang l\u1ea1i v\u1edbi nhau th\u00f4ng su\u1ed1t r\u1ea5t c\u1ea7n thi\u1ebft. \u0110\u00f3 l\u00e0 nh\u1eefng g\u00ec ch\u00fang t\u00f4i \u0111ang l\u00e0m”, Edwin Roks, CEO TTM Technologies, n\u00f3i v\u1edbi CNBC<\/em>.<\/p>\n

Trang c\u00f4ng ngh\u1ec7 21Jingji<\/em> (Trung Qu\u1ed1c) c\u0169ng c\u00f3 nh\u1eadn \u0111\u1ecbnh t\u01b0\u01a1ng t\u1ef1 khi cho bi\u1ebft m\u00e1y ch\u1ee7 AI \u0111\u1eb7t ra y\u00eau c\u1ea7u cao h\u01a1n \u0111\u00e1ng k\u1ec3 \u0111\u1ed1i v\u1edbi PCB so v\u1edbi m\u00e1y ch\u1ee7 truy\u1ec1n th\u1ed1ng. PCB m\u00e1y ch\u1ee7 th\u00f4ng th\u01b0\u1eddng c\u00f3 14-24 l\u1edbp, trong khi PCB m\u00e1y ch\u1ee7 AI cao h\u01a1n nhi\u1ec1u. S\u1ed1 l\u01b0\u1ee3ng l\u1edbp cao \u0111\u00f2i h\u1ecfi c\u1ea5u tr\u00fac k\u1ebft n\u1ed1i ph\u1ee9c t\u1ea1p, y\u00eau c\u1ea7u kh\u1eaft khe v\u1ec1 t\u00ednh to\u00e0n v\u1eb9n t\u00edn hi\u1ec7u c\u0169ng nh\u01b0 qu\u1ea3n l\u00fd nhi\u1ec7t nghi\u00eam ng\u1eb7t h\u01a1n.<\/p>\n

\u0110\u1ea7u tu\u1ea7n n\u00e0y, c\u00f4ng ty nghi\u00ean c\u1ee9u SemiAnalysis cho bi\u1ebft gi\u00e1 \u0111\u1ee1 m\u00e1y ch\u1ee7 Kyber NVL144 c\u1ee7a Nvidia c\u00f3 th\u1ec3 b\u1ecb tr\u00ec ho\u00e3n \u0111\u1ebfn n\u0103m 2028 do nh\u1eefng th\u00e1ch th\u1ee9c trong s\u1ea3n xu\u1ea5t, g\u1ed3m PCB. Nvidia sau \u0111\u00f3 ph\u1ee7 nh\u1eadn, nh\u01b0ng b\u00e1o c\u00e1o \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 v\u1eabn “ph\u1ee7 b\u00f3ng \u0111en” l\u00ean c\u00e1c \u0111\u1ed1i t\u00e1c c\u1ee7a h\u00e3ng t\u1ea1i Trung Qu\u1ed1c nh\u01b0 Victory Giant v\u00e0 WUS Printed Circuit.<\/p>\n

Theo Chengfei, hi\u1ec7n c\u00f3 nhi\u1ec1u th\u00e1ch th\u1ee9c \u0111\u1ed1i v\u1edbi c\u00e1c h\u00e3ng PCB Trung Qu\u1ed1c khi ti\u1ebfn h\u00e0nh m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, g\u1ed3m “r\u00e0o c\u1ea3n k\u1ef9 thu\u1eadt l\u1edbn l\u00e0m k\u00e9o d\u00e0i th\u1eddi gian ho\u00e0n th\u00e0nh \u0111\u01b0\u1eddng cong l\u1ee3i nhu\u1eadn, s\u1ef1 ph\u1ee5 thu\u1ed9c nh\u00e0 cung c\u1ea5p n\u01b0\u1edbc ngo\u00e0i v\u1ec1 nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o v\u00e0 \u00e1p l\u1ef1c \u0111\u1ecba ch\u00ednh tr\u1ecb gay g\u1eaft”.<\/p>\n

S\u1ed1 li\u1ec7u t\u1eeb Hi\u1ec7p h\u1ed9i Bo m\u1ea1ch M\u1ef9 (PCBAA) c\u00f4ng b\u1ed1 th\u00e1ng tr\u01b0\u1edbc cho th\u1ea5y, kho\u1ea3ng 30% ngu\u1ed3n cung PCB c\u1ee7a th\u1ebf gi\u1edbi tr\u01b0\u1edbc \u0111\u00e2y \u0111\u1ebfn t\u1eeb M\u1ef9, nh\u01b0ng hi\u1ec7n c\u00f2n 4%. N\u00f3i v\u1edbi CNBC<\/em>, Gi\u00e1m \u0111\u1ed1c PCBAA David Schild cho bi\u1ebft hi\u1ec7n c\u00f3 t\u1edbi 60% PCB \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t t\u1ea1i Trung Qu\u1ed1c.<\/p>\n

Theo c\u00f4ng ty nghi\u00ean c\u1ee9u \u0111i\u1ec7n t\u1eed Prismark Partners, ng\u00e0nh c\u00f4ng nghi\u1ec7p PCB to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn t\u0103ng tr\u01b0\u1edfng 12,5% n\u0103m nay, \u0111\u1ea1t g\u1ea7n 96 t\u1ef7 USD. Cu\u1ed1i th\u1eadp k\u1ef7 n\u00e0y, con s\u1ed1 \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n t\u0103ng l\u00ean 123 t\u1ef7 USD.<\/p>\n

AI b\u00f9ng n\u1ed5 th\u1eddi gian qua \u0111ang “h\u00fat c\u1ea1n” c\u00e1c s\u1ea3n ph\u1ea9m \u0111i\u1ec7n t\u1eed v\u1ed1n c\u00f3 ngu\u1ed3n cung \u1ed5n \u0111\u1ecbnh, theo TechCrunch<\/em>. 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, bu\u1ed9c c\u00e1c c\u00f4ng ty \u0111\u1ee9ng sau t\u0103ng gi\u00e1.<\/p>\n

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

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      https:\/\/vnexpress.net\/trung-quoc-day-manh-san-xuat-bo-mach-chu-cho-ai-5095735.html<\/p>\n","protected":false},"excerpt":{"rendered":"

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