{"id":8376,"date":"2026-08-03T14:18:53","date_gmt":"2026-08-03T07:18:53","guid":{"rendered":"https:\/\/useful.vn\/?p=8376"},"modified":"2026-08-03T14:18:53","modified_gmt":"2026-08-03T07:18:53","slug":"hang-chip-nho-nhat-ban-san-sinh-600-trieu-phu-nho-lan-song-ai","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=8376","title":{"rendered":"H\u00e3ng chip nh\u1edb Nh\u1eadt B\u1ea3n ‘s\u1ea3n sinh’ 600 tri\u1ec7u ph\u00fa nh\u1edd l\u00e0n s\u00f3ng AI"},"content":{"rendered":"
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\nH\u00e3ng chip nh\u1edb Nh\u1eadt B\u1ea3n ‘s\u1ea3n sinh’ 600 tri\u1ec7u ph\u00fa nh\u1edd l\u00e0n s\u00f3ng AI <\/h1>\n

Kioxia, c\u00f4ng ty b\u00e1n d\u1eabn t\u1eebng thu\u1ed9c v\u1ec1 Toshiba, h\u1ed3i sinh m\u1ea1nh m\u1ebd nh\u1edd nhu c\u1ea7u chip nh\u1edb AI, gi\u00fap h\u00e0ng tr\u0103m nh\u00e2n vi\u00ean s\u1edf h\u1eefu kh\u1ed1i t\u00e0i s\u1ea3n tri\u1ec7u USD.<\/p>\n

T\u1ea1i nh\u00e0 m\u00e1y Kioxia m\u1edbi khai tr\u01b0\u01a1ng n\u0103m ngo\u00e1i \u1edf ngo\u1ea1i \u00f4 th\u00e0nh ph\u1ed1 Kitakami, t\u1ec9nh Iwate, h\u1ec7 th\u1ed1ng robot \u0111ang v\u1eadn chuy\u1ec3n h\u00e0ng ngh\u00ecn t\u1ea5m wafer silicon ch\u1ea1y v\u00f9n v\u1ee5t. C\u00f4ng su\u1ea5t hi\u1ec7n \u0111\u01b0\u1ee3c \u0111\u1ea9y l\u00ean cao nh\u1eb1m \u0111\u00e1p \u1ee9ng nhu c\u1ea7u kh\u1ed5ng l\u1ed3 v\u1ec1 chip nh\u1edb ph\u1ee5c v\u1ee5 trung t\u00e2m d\u1eef li\u1ec7u AI.<\/p>\n

“C\u01a1n s\u1ed1t AI \u0111ang m\u1edf r\u1ed9ng nhanh ch\u00f3ng. V\u00ec th\u1ebf, ch\u00fang t\u00f4i k\u1ef3 v\u1ecdng r\u1ea5t cao, r\u1eb1ng th\u1ecb tr\u01b0\u1eddng chip nh\u1edb flash s\u1ebd ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng”, Hiroo Ota, CEO Kioxia, n\u00f3i v\u1edbi AFP<\/em>.<\/p>\n

\u00cdt \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn so v\u1edbi c\u00e1c h\u00e3ng kh\u00e1c trong l\u0129nh v\u1ef1c chip nh\u1edb nh\u01b0 Samsung v\u00e0 SK Hynix (H\u00e0n Qu\u1ed1c) hay Micron (M\u1ef9) c\u0169ng nh\u01b0 nh\u1eefng c\u00f4ng ty c\u00f4ng ngh\u1ec7 c\u1ee7a Nh\u1eadt B\u1ea3n kh\u00e1c, nh\u01b0ng Kioxia \u0111ang tr\u1ed7i d\u1eady m\u1ea1nh m\u1ebd. Theo Bloomberg<\/em>, gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a c\u00f4ng ty \u0111\u00e3 t\u0103ng h\u01a1n 670% k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m. Gi\u1eefa th\u00e1ng 6, v\u1ed1n h\u00f3a c\u00f4ng ty \u0111\u1ea1t 274 t\u1ef7 USD sau 18 th\u00e1ng ni\u00eam y\u1ebft, v\u01b0\u1ee3t Toyota \u0111\u1ec3 \u0111\u1ee9ng \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Nh\u1eadt B\u1ea3n khi \u0111\u00f3.<\/p>\n

Theo Nikkei<\/em>, c\u1ed5 phi\u1ebfu t\u0103ng v\u1ecdt gi\u00fap h\u01a1n 600 nh\u00e2n vi\u00ean Kioxia “b\u1ea5t ng\u1edd” n\u1eafm gi\u1eef t\u00e0i s\u1ea3n tr\u1ecb gi\u00e1 tr\u00ean m\u1ed9t t\u1ef7 yen (6,2 tri\u1ec7u USD) t\u00ednh \u0111\u1ebfn cu\u1ed1i th\u00e1ng 6. H\u1ecd \u0111\u01b0\u1ee3c c\u1ea5p quy\u1ec1n ch\u1ecdn c\u1ed5 phi\u1ebfu quy m\u00f4 l\u1edbn sau khi li\u00ean doanh qu\u1ef9 Bain Capital mua l\u1ea1i n\u0103m 2019, ch\u1ee7 y\u1ebfu l\u00e0 gi\u00e1m \u0111\u1ed1c b\u1ed9 ph\u1eadn, tr\u01b0\u1edfng ph\u00f2ng, qu\u1ea3n \u0111\u1ed1c nh\u00e0 m\u00e1y…<\/p>\n

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T\u00f2a nh\u00e0 Flagship Building at Yokohama Technology Campus r\u1ed9ng 40.000 m2 c\u1ee7a Kioxia. \u1ea2nh: Kioxia<\/em><\/p>\n<\/figcaption><\/figure>\n

Vi\u1ec7c c\u00e1c nh\u00e2n vi\u00ean v\u0103n ph\u00f2ng v\u00e0 nh\u00e0 m\u00e1y Kioxia gia nh\u1eadp h\u00e0ng ng\u0169 t\u1ef7 ph\u00fa \u0111\u1ed3ng yen th\u00f4ng qua quy\u1ec1n ch\u1ecdn c\u1ed5 phi\u1ebfu l\u00e0 \u0111i\u1ec1u hi\u1ebfm hoi \u1edf Nh\u1eadt B\u1ea3n. “Cu\u1ed9c c\u00e1ch m\u1ea1ng AI kh\u00f4ng ch\u1ec9 t\u1ea1o ra nh\u1eefng ng\u00e0nh c\u00f4ng nghi\u1ec7p m\u1edbi. N\u00f3 c\u00f2n \u0111ang thay \u0111\u1ed5i tr\u1eadt t\u1ef1 hi\u1ec7n t\u1ea1i v\u1ec1 vi\u1ec7c ai s\u1ebd h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n”, Nikkei<\/em> b\u00ecnh lu\u1eadn.<\/p>\n

Nh\u1eefng g\u00ec Kioxia tr\u1ea3i qua tr\u00e1i ng\u01b0\u1ee3c v\u1edbi b\u1ed1i c\u1ea3nh c\u00e1ch \u0111\u00e2y g\u1ea7n ch\u1ee5c n\u0103m. Ban \u0111\u1ea7u c\u00f3 t\u00ean Toshiba Memory thu\u1ed9c Toshiba, c\u00f4ng ty b\u1ecb b\u00e1n cho qu\u1ef9 Bain Capital v\u1edbi gi\u00e1 18 t\u1ef7 USD sau khi t\u1eadp \u0111o\u00e0n danh ti\u1ebfng Nh\u1eadt B\u1ea3n l\u1ed7 l\u0169y k\u1ebf h\u01a1n 1.000 t\u1ef7 yen (6,2 t\u1ef7 USD) trong n\u0103m 2016 v\u00e0 2017.<\/p>\n

Tr\u1edf l\u1ea1i nh\u1eefng n\u0103m 1980, k\u1ef9 s\u01b0 \u0111i\u1ec7n t\u1eed ng\u01b0\u1eddi Nh\u1eadt Fujio Masuoka khi c\u00f2n l\u00e0m t\u1ea1i Toshiba \u0111\u00e3 ngh\u0129 ra c\u00e1ch t\u1ea1o chip l\u01b0u tr\u1eef d\u1eef li\u1ec7u kh\u00f4ng b\u1ecb m\u1ea5t \u0111i khi ng\u1eaft ngu\u1ed3n \u0111i\u1ec7n. \u0110\u1ebfn 1987, \u00f4ng v\u00e0 \u0111\u1ed9i ng\u0169 Toshiba c\u00f4ng b\u1ed1 c\u1ea5u tr\u00fac b\u1ed9 nh\u1edb NAND flash. Masuoka \u0111\u01b0\u1ee3c xem l\u00e0 “cha \u0111\u1ebb” c\u1ee7a lo\u1ea1i chip nh\u1edb n\u00e0y, c\u00f2n Toshiba gi\u00fap ch\u00fang c\u00f3 m\u1eb7t tr\u00ean c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed kh\u1eafp th\u1ebf gi\u1edbi.<\/p>\n

Nh\u1edd c\u00e1c c\u00f4ng ty nh\u01b0 Toshiba, v\u00e0o th\u1eddi k\u1ef3 ho\u00e0ng kim th\u1eadp ni\u00ean 1980, Nh\u1eadt B\u1ea3n chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda th\u1ecb ph\u1ea7n b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. Tuy nhi\u00ean, theo s\u1ed1 li\u1ec7u c\u1ee7a ch\u00ednh ph\u1ee7 Nh\u1eadt B\u1ea3n \u0111\u1ea7u n\u0103m nay, t\u1ef7 l\u1ec7 n\u00e0y gi\u1ea3m xu\u1ed1ng d\u01b0\u1edbi 10%.<\/p>\n

N\u0103m 2019, li\u00ean doanh Bain Capital mua l\u1ea1i v\u00e0 \u0111\u1ed5i t\u00ean Toshiba Memory th\u00e0nh Kioxia, t\u1eadp trung c\u00e1c d\u00f2ng chip nh\u1edb NAND flash v\u00e0 gi\u1ea3i ph\u00e1p l\u01b0u tr\u1eef SSD d\u00e0nh cho \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh, m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, m\u00e1y ch\u1ee7 doanh nghi\u1ec7p v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u. Th\u1eddi gian d\u00e0i sau \u0111\u00f3, Kioxia ch\u1ee7 y\u1ebfu s\u1ea3n xu\u1ea5t m\u1eb7t h\u00e0ng ti\u00eau d\u00f9ng.<\/p>\n

Ngay c\u1ea3 trong giai \u0111o\u1ea1n \u0111\u1ea7u b\u00f9ng n\u1ed5 chip nh\u1edb cho AI, c\u00f4ng ty c\u0169ng \u00edt \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn do c\u00e1c h\u1ec7 th\u1ed1ng m\u00e1y ch\u1ee7 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o ch\u1ee7 y\u1ebfu s\u1eed d\u1ee5ng DRAM, nh\u1ea5t l\u00e0 b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM) do c\u1ea7n truy xu\u1ea5t nhanh. Tuy nhi\u00ean, khi xu h\u01b0\u1edbng s\u1eed d\u1ee5ng AI m\u1edf r\u1ed9ng t\u1eeb vi\u1ec7c hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh tr\u00ean kh\u1ed1i l\u01b0\u1ee3ng d\u1eef li\u1ec7u l\u1edbn sang suy lu\u1eadn (t\u1ee9c qu\u00e1 tr\u00ecnh tr\u1ea3 l\u1eddi truy v\u1ea5n), nhu c\u1ea7u b\u1ed9 nh\u1edb NAND dung l\u01b0\u1ee3ng cao c\u0169ng t\u0103ng nhanh g\u00e2y khan hi\u1ebfm th\u1ecb tr\u01b0\u1eddng.<\/p>\n

“C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb \u01b0u ti\u00ean DRAM \u0111\u1ebfn m\u1ee9c b\u1ecf b\u00ea \u0111\u1ea7u t\u01b0 ph\u00e1t tri\u1ec3n NAND”, Satoru Oyama, m\u1ed9t chuy\u00ean gia t\u01b0 v\u1ea5n t\u1eebng l\u00e0m t\u1ea1i h\u00e3ng b\u00e1n d\u1eabn Tokyo Electron, n\u00f3i v\u1edbi ET Telecom<\/em>. “H\u1ecd ho\u00e0n to\u00e0n kh\u00f4ng ng\u1edd v\u00e0 kh\u00f4ng th\u1ec3 \u0111\u00e1p \u1ee9ng s\u1ef1 b\u00f9ng n\u1ed5 NAND hi\u1ec7n t\u1ea1i. \u0110\u00f3 l\u00e0 l\u00fd do nhu c\u1ea7u hi\u1ec7n nay t\u1eadp trung v\u00e0o Kioxia”.<\/p>\n

“S\u1ef1 t\u0103ng v\u1ecdt gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a Kioxia th\u1ec3 hi\u1ec7n s\u1ef1 b\u00ecnh th\u01b0\u1eddng h\u00f3a \u0111\u1ecbnh gi\u00e1 \u0111\u1ed1i v\u1edbi m\u1ed9t l\u0129nh v\u1ef1c t\u1eebng b\u1ecb b\u1ecf qu\u00ean”, nh\u00e0 ph\u00e2n t\u00edch MS Hwang c\u1ee7a Counterpoint Research n\u00f3i v\u1edbi AFP<\/em>.<\/p>\n

T\u00ednh \u0111\u1ebfn ng\u00e0y 31\/3, Kioxia c\u00f3 kho\u1ea3ng 15.000 nh\u00e2n vi\u00ean. C\u00f4ng ty \u0111ang s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb Flash BiCS th\u1ebf h\u1ec7 th\u1ee9 10 ph\u00e1t tri\u1ec3n c\u00f9ng Sandisk t\u1ea1i hai nh\u00e0 m\u00e1y \u1edf qu\u00ea nh\u00e0 Nh\u1eadt B\u1ea3n. Theo Kazuyoshi Saito, nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a IwaiCosmo Securities, c\u00f4ng ngh\u1ec7 NAND c\u1ee7a Kioxia \u0111i tr\u01b0\u1edbc c\u00e1c \u0111\u1ed1i th\u1ee7 2-4 n\u0103m v\u1ec1 hi\u1ec7u n\u0103ng v\u00e0 m\u1ee9c ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng c\u1ee7a nh\u1edd th\u1ebf m\u1ea1nh v\u1ec1 c\u00f4ng ngh\u1ec7 gh\u00e9p wafer \u0111\u1ed9c quy\u1ec1n.<\/p>\n

Tr\u00ean \u0111\u00e0 ph\u00e1t tri\u1ec3n, c\u00f4ng ty chip Nh\u1eadt B\u1ea3n \u0111ang l\u00ean k\u1ebf ho\u1ea1ch ni\u00eam y\u1ebft c\u1ed5 phi\u1ebfu l\u01b0u k\u00fd M\u1ef9 (ADS) tr\u00ean s\u00e0n giao d\u1ecbch c\u1ee7a M\u1ef9 n\u0103m sau. “C\u1ea1nh tranh qu\u1ed1c t\u1ebf v\u00f4 c\u00f9ng kh\u1ed1c li\u1ec7t”, \u00f4ng Satoshi Nohara, m\u1ed9t quan ch\u1ee9c c\u1ee7a B\u1ed9 C\u00f4ng nghi\u1ec7p Nh\u1eadt B\u1ea3n, n\u00f3i. “Vi\u1ec7c duy tr\u00ec v\u00e0 t\u0103ng c\u01b0\u1eddng kh\u1ea3 n\u0103ng c\u1ea1nh tranh to\u00e0n c\u1ea7u c\u1ee7a Kioxia r\u1ea5t quan tr\u1ecdng t\u1eeb g\u00f3c \u0111\u1ed9 l\u1ee3i \u00edch qu\u1ed1c gia v\u00e0 \u0111\u1ea3m b\u1ea3o chu\u1ed7i cung \u1ee9ng \u1ed5n \u0111\u1ecbnh cho c\u00e1c \u0111\u1ed3ng minh, c\u00e1c qu\u1ed1c gia c\u00f9ng ch\u00ed h\u01b0\u1edbng”.<\/p>\n

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

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      https:\/\/vnexpress.net\/hang-chip-nho-nhat-ban-san-sinh-600-trieu-phu-nho-lan-song-ai-5097812.html<\/p>\n","protected":false},"excerpt":{"rendered":"

      H\u00e3ng chip nh\u1edb Nh\u1eadt B\u1ea3n ‘s\u1ea3n sinh’ 600 tri\u1ec7u ph\u00fa nh\u1edd l\u00e0n s\u00f3ng AI Kioxia, c\u00f4ng ty b\u00e1n d\u1eabn t\u1eebng thu\u1ed9c v\u1ec1 Toshiba, h\u1ed3i sinh m\u1ea1nh m\u1ebd nh\u1edd nhu c\u1ea7u chip nh\u1edb AI, gi\u00fap h\u00e0ng tr\u0103m nh\u00e2n vi\u00ean s\u1edf h\u1eefu kh\u1ed1i t\u00e0i s\u1ea3n tri\u1ec7u USD. T\u1ea1i nh\u00e0 m\u00e1y Kioxia m\u1edbi khai tr\u01b0\u01a1ng n\u0103m ngo\u00e1i \u1edf<\/p>\n","protected":false},"author":1,"featured_media":8377,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-8376","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\/8376","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=8376"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/8376\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/8377"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}