{"id":6857,"date":"2026-07-27T12:17:20","date_gmt":"2026-07-27T05:17:20","guid":{"rendered":"https:\/\/useful.vn\/?p=6857"},"modified":"2026-07-27T12:17:20","modified_gmt":"2026-07-27T05:17:20","slug":"ceo-sk-hynix-khung-hoang-chip-nho-dat-dinh-nam-2027","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=6857","title":{"rendered":"CEO SK Hynix: Kh\u1ee7ng ho\u1ea3ng chip nh\u1edb \u0111\u1ea1t \u0111\u1ec9nh n\u0103m 2027"},"content":{"rendered":"
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\nCEO SK Hynix: Kh\u1ee7ng ho\u1ea3ng chip nh\u1edb \u0111\u1ea1t \u0111\u1ec9nh n\u0103m 2027 <\/h1>\n

CEO SK Hynix Kwak Noh-jung cho r\u1eb1ng t\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb ch\u01b0a \u0111i xu\u1ed1ng, th\u1eadm ch\u00ed \u0111\u1ea1t \u0111\u1ec9nh n\u0103m t\u1edbi v\u00e0 c\u00f3 th\u1ec3 k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2030.<\/p>\n

“Ch\u00fang t\u00f4i d\u1ef1 ki\u1ebfn n\u0103m t\u1edbi l\u00e0 n\u0103m t\u1ed3i t\u1ec7 nh\u1ea5t trong l\u1ecbch s\u1eed ng\u00e0nh b\u00e1n d\u1eabn x\u00e9t t\u1eeb g\u00f3c \u0111\u1ed9 ngu\u1ed3n cung. Nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng v\u1eabn s\u1ebd v\u01b0\u1ee3t qu\u00e1 kh\u1ea3 n\u0103ng s\u1ea3n xu\u1ea5t c\u1ee7a ch\u00fang t\u00f4i, ngay c\u1ea3 sau n\u0103m 2030”, \u00f4ng Kwak Noh-jung tr\u1ea3 l\u1eddi Reuters <\/em>cu\u1ed1i tu\u1ea7n qua.<\/p>\n

Nh\u1eadn \u0111\u1ecbnh \u0111\u01b0\u1ee3c \u0111\u01b0a ra sau khi h\u00e3ng chip nh\u1edb H\u00e0n Qu\u1ed1c ho\u00e0n t\u1ea5t th\u01b0\u01a1ng v\u1ee5 IPO l\u1ecbch s\u1eed tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n M\u1ef9 ng\u00e0y 10\/7. SK Hynix huy \u0111\u1ed9ng th\u00e0nh c\u00f4ng 26,5 t\u1ef7 USD, \u0111\u00e1nh d\u1ea5u \u0111\u1ee3t ph\u00e1t h\u00e0nh c\u1ed5 phi\u1ebfu l\u1ea7n \u0111\u1ea7u ra c\u00f4ng ch\u00fang l\u1edbn nh\u1ea5t c\u1ee7a m\u1ed9t doanh nghi\u1ec7p n\u01b0\u1edbc ngo\u00e0i t\u1ea1i M\u1ef9. Trong phi\u00ean giao d\u1ecbch chi\u1ec1u c\u00f9ng ng\u00e0y tr\u00ean s\u00e0n Nasdaq, c\u1ed5 phi\u1ebfu c\u1ee7a h\u00e3ng t\u0103ng m\u1ea1nh 13,3%, \u0111\u1ea1t m\u1ee9c 168,85 USD.<\/p>\n

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Chip nh\u1edb c\u1ee7a SK Hynix tr\u00ean m\u1ed9t bo m\u1ea1ch m\u00e1y t\u00ednh. \u1ea2nh: Reuters<\/em><\/p>\n<\/figcaption><\/figure>\n

SK Hynix hi\u1ec7n l\u00e0 m\u1ed9t trong nh\u1eefng m\u1eaft x\u00edch c\u1ed1t l\u00f5i c\u1ee7a chu\u1ed7i cung \u1ee9ng AI to\u00e0n c\u1ea7u nh\u1edd v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u trong vi\u1ec7c ph\u00e1t tri\u1ec3n b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao HBM – linh ki\u1ec7n kh\u00f4ng th\u1ec3 thi\u1ebfu trong c\u00e1c b\u1ed9 x\u1eed l\u00fd t\u0103ng t\u1ed1c AI.<\/p>\n

Nguy\u00ean nh\u00e2n c\u1ee7a cu\u1ed9c kh\u1ee7ng ho\u1ea3ng ngu\u1ed3n cung b\u1eaft ngu\u1ed3n t\u1eeb vi\u1ec7c c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI kh\u00f4ng ng\u1eebng “nu\u1ed1t ch\u1eedng” s\u1ea3n l\u01b0\u1ee3ng chip nh\u1edb. So v\u1edbi DRAM DDR5 th\u00f4ng th\u01b0\u1eddng tr\u00ean m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, chip nh\u1edb HBM \u0111\u00f2i h\u1ecfi quy tr\u00ecnh s\u1ea3n xu\u1ea5t, \u0111\u00f3ng g\u00f3i ph\u1ee9c t\u1ea1p h\u01a1n v\u00e0 ti\u00eau t\u1ed1n nhi\u1ec1u t\u1ea5m wafer h\u01a1n tr\u00ean c\u00f9ng m\u1ed9t \u0111\u01a1n v\u1ecb s\u1ea3n ph\u1ea9m, nh\u01b0ng l\u1ee3i nhu\u1eadn cao h\u01a1n. Do \u0111\u00f3, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u01b0u ti\u00ean d\u00e2y chuy\u1ec1n cho chip AI, gi\u00e1n ti\u1ebfp \u0111\u1ea9y th\u1ecb tr\u01b0\u1eddng chip nh\u1edb truy\u1ec1n th\u1ed1ng v\u00e0o t\u00ecnh tr\u1ea1ng khan h\u00e0ng.<\/p>\n

Kh\u00f4ng ch\u1ec9 SK Hynix, \u0111\u1ed1i th\u1ee7 \u0111\u1ed3ng h\u01b0\u01a1ng Samsung v\u00e0 \u0111\u1ed1i th\u1ee7 M\u1ef9 Micron c\u0169ng \u0111\u01b0a ra d\u1ef1 b\u00e1o t\u01b0\u01a1ng t\u1ef1. Ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 UBS cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng DRAM to\u00e0n c\u1ea7u s\u1ebd duy tr\u00ec t\u00ecnh tr\u1ea1ng thi\u1ebfu cung \u00edt nh\u1ea5t \u0111\u1ebfn qu\u00fd II\/2028. Trong khi \u0111\u00f3, Nvidia x\u00e1c nh\u1eadn t\u00ecnh tr\u1ea1ng khan hi\u1ebfm b\u1ed9 nh\u1edb AI s\u1ebd k\u00e9o d\u00e0i trong nhi\u1ec1u n\u0103m.<\/p>\n

\u0110\u1ec3 \u0111\u1ed1i ph\u00f3, c\u00e1c \u00f4ng l\u1edbn b\u00e1n d\u1eabn \u0111ang ch\u1ea1y \u0111ua m\u1edf r\u1ed9ng nh\u00e0 m\u00e1y tr\u00ean quy m\u00f4 ch\u01b0a t\u1eebng c\u00f3. T\u1ea1i H\u00e0n Qu\u1ed1c, SK Hynix v\u00e0 Samsung \u0111ang tham gia si\u00eau d\u1ef1 \u00e1n c\u1ee7a ch\u00ednh ph\u1ee7 n\u01b0\u1edbc n\u00e0y nh\u1eb1m nh\u00e2n \u0111\u00f4i s\u1ea3n l\u01b0\u1ee3ng chip nh\u1edb to\u00e0n qu\u1ed1c 5 n\u0103m t\u1edbi, v\u1edbi m\u1ee9c \u0111\u1ea7u t\u01b0 l\u00ean \u0111\u1ebfn 400.000 t\u1ef7 won (266 t\u1ef7 USD) m\u1ed7i b\u00ean. C\u00f2n t\u1ea1i M\u1ef9, SK Hynix \u0111ang r\u00f3t 4 t\u1ef7 USD x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y \u0111\u00f3ng g\u00f3i chip ti\u00ean ti\u1ebfn \u1edf Indiana. C\u00f4ng ty Micron c\u0169ng v\u1eeba n\u00e2ng c\u1ea5p k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 t\u1ea1i M\u1ef9 l\u00ean m\u1ee9c h\u01a1n 250 t\u1ef7 USD t\u1eeb nay \u0111\u1ebfn n\u0103m 2035 nh\u1eb1m h\u01b0\u1edfng \u1ee9ng l\u00e0n s\u00f3ng n\u1ed9i \u0111\u1ecba h\u00f3a b\u00e1n d\u1eabn c\u1ee7a T\u1ed5ng th\u1ed1ng Donald Trump.<\/p>\n

CEO Kwak Noh-jung ti\u1ebft l\u1ed9 SK Hynix \u0111ang c\u00e2n nh\u1eafc x\u00e2y th\u00eam m\u1ed9t nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t wafer m\u1edbi \u1edf n\u01b0\u1edbc ngo\u00e0i \u0111\u1ec3 t\u1ed1i \u01b0u h\u00f3a b\u00e0i to\u00e1n chi ph\u00ed v\u00e0 h\u1ea1 t\u1ea7ng. “N\u1ebfu \u0111i\u1ec1u ki\u1ec7n v\u1ec1 qu\u1ef9 \u0111\u1ea5t, \u0111i\u1ec7n, n\u01b0\u1edbc v\u00e0 lao \u0111\u1ed9ng tay ngh\u1ec1 cao \u0111\u00e1p \u1ee9ng v\u1edbi chi ph\u00ed c\u1ea1nh tranh, M\u1ef9, Nh\u1eadt B\u1ea3n v\u00e0 \u0110\u00f4ng Nam \u00c1 \u0111\u1ec1u n\u1eb1m trong danh s\u00e1ch c\u00e2n nh\u1eafc c\u1ee7a ch\u00fang t\u00f4i”, \u00f4ng n\u00f3i.<\/p>\n

Tom’s Hardware <\/em>d\u1eabn b\u00e1o c\u00e1o t\u1eeb TrendForce cho th\u1ea5y gi\u00e1 h\u1ee3p \u0111\u1ed3ng DRAM trong qu\u00fd III\/2026 d\u1ef1 ki\u1ebfn t\u0103ng t\u1eeb 15% \u0111\u1ebfn 18%. M\u1ee9c t\u0103ng n\u00e0y h\u1ea1 nhi\u1ec7t \u0111\u00e1ng k\u1ec3 so v\u1edbi c\u00e1c qu\u00fd tr\u01b0\u1edbc, b\u00e1o hi\u1ec7u th\u1ecb tr\u01b0\u1eddng \u0111ang ti\u1ebfn t\u1edbi m\u1ed9t tr\u1ea1ng th\u00e1i \u1ed5n \u0111\u1ecbnh m\u1edbi, nh\u01b0ng v\u1eabn neo \u1edf m\u1ee9c gi\u00e1 r\u1ea5t cao.<\/p>\n

Huy \u0110\u1ee9c<\/strong><\/p>\n<\/article>\n

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https:\/\/vnexpress.net\/ceo-sk-hynix-khung-hoang-chip-nho-dat-dinh-nam-2027-5096368.html<\/p>\n","protected":false},"excerpt":{"rendered":"

CEO SK Hynix: Kh\u1ee7ng ho\u1ea3ng chip nh\u1edb \u0111\u1ea1t \u0111\u1ec9nh n\u0103m 2027 CEO SK Hynix Kwak Noh-jung cho r\u1eb1ng t\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb ch\u01b0a \u0111i xu\u1ed1ng, th\u1eadm ch\u00ed \u0111\u1ea1t \u0111\u1ec9nh n\u0103m t\u1edbi v\u00e0 c\u00f3 th\u1ec3 k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2030. “Ch\u00fang t\u00f4i d\u1ef1 ki\u1ebfn n\u0103m t\u1edbi l\u00e0 n\u0103m t\u1ed3i t\u1ec7 nh\u1ea5t trong l\u1ecbch s\u1eed<\/p>\n","protected":false},"author":1,"featured_media":6858,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-6857","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\/6857","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=6857"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/6857\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/6858"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6857"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6857"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6857"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}