{"id":8425,"date":"2026-08-03T21:17:19","date_gmt":"2026-08-03T14:17:19","guid":{"rendered":"https:\/\/useful.vn\/?p=8425"},"modified":"2026-08-03T21:17:19","modified_gmt":"2026-08-03T14:17:19","slug":"tsmc-rot-them-100-ty-usd-vao-my","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=8425","title":{"rendered":"TSMC r\u00f3t th\u00eam 100 t\u1ef7 USD v\u00e0o M\u1ef9"},"content":{"rendered":"<article class=\"fck_detail \">\n<h1 class=\"title-detail mt20\">\nTSMC r\u00f3t th\u00eam 100 t\u1ef7 USD v\u00e0o M\u1ef9 <\/h1>\n<p class=\"description\">H\u00e3ng s\u1ea3n xu\u1ea5t chip theo h\u1ee3p \u0111\u1ed3ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi se\u0303 t\u0103ng \u0111\u00f4\u0309 ti\u00ea\u0300n va\u0300o My\u0303, n\u00e2ng t\u1ed5ng k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u1ee7a ho\u0323 va\u0300o \u0111\u00e2y l\u00ean 265 t\u1ef7 USD.<\/p>\n<p class=\"Normal\">Ng\u00e0y 16\/7, h\u00e3ng chip TSMC th\u00f4ng b\u00e1o s\u1ebd \u0111\u1ea7u t\u01b0 th\u00eam 100 t\u1ef7 USD v\u00e0o bang Arizona (M\u1ef9), ngay sau khi c\u00f4ng b\u1ed1 l\u1ee3i nhu\u1eadn r\u00f2ng k\u1ef7 l\u1ee5c trong qu\u00fd II nh\u1edd nhu c\u1ea7u ph\u1ea7n c\u1ee9ng AI. H\u1ecd hi\u1ec7n l\u00e0 h\u00e3ng s\u1ea3n xu\u1ea5t chip theo h\u1ee3p \u0111\u1ed3ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u00e0 cung c\u1ea5p ch\u1ee7 y\u1ebfu cho c\u00e1c c\u00f4ng ty nh\u01b0 Apple hay Nvidia.<\/p>\n<p class=\"Normal\">Kho\u1ea3n \u0111\u1ea7u t\u01b0 n\u00e0y s\u1ebd \u0111\u01b0\u1ee3c d\u00f9ng \u0111\u1ec3 x\u00e2y th\u00eam c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t chip t\u1ea1i bang Arizona, n\u00e2ng t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0 r\u00f3t v\u00e0o M\u1ef9 c\u1ee7a TSMC l\u00ean 265 t\u1ef7 USD.<\/p>\n<p class=\"Normal\">H\u1ed3i th\u00e1ng 3, T\u1ed5ng th\u1ed1ng M\u1ef9 Donald Trump v\u00e0 CEO TSMC C.C Wei cho bi\u1ebft h\u00e3ng chip n\u00e0y d\u1ef1 ki\u1ebfn chi 100 t\u1ef7 USD x\u00e2y 5 nh\u00e0 m\u00e1y t\u1ea1i M\u1ef9 trong v\u00e0i n\u0103m t\u1edbi. Tr\u01b0\u1edbc \u0111\u00f3, th\u00e1ng 4\/2024, h\u00e3ng chip \u0110\u00e0i Loan cho bi\u1ebft s\u1ebd t\u0103ng kho\u1ea3n \u0111\u1ea7u t\u01b0 v\u00e0o M\u1ef9 th\u00eam 25 t\u1ef7 USD, l\u00ean t\u1ed5ng c\u1ed9ng 65 t\u1ef7 USD.<\/p>\n<figure data-size=\"true\" class=\"tplCaption\">\n<div class=\"fig-picture\" data-width=\"1020\">\n<source data-srcset=\"http:\/\/useful.vn\/wp-content\/uploads\/2026\/08\/afp-20260716-c2bv6dp-v4-highre-4872-2508-1784190861.jpg 1x, http:\/\/useful.vn\/wp-content\/uploads\/2026\/08\/afp-20260716-c2bv6dp-v4-highre-4872-2508-1784190861.jpg 1.5x, https:\/\/vcdn1-kinhdoanh.vnecdn.net\/2026\/07\/16\/AFP-20260716-C2BV6DP-v4-HighRe-4872-2508-1784190861.jpg?w=1020&amp;h=0&amp;q=100&amp;dpr=2&amp;fit=crop&amp;s=MAHvE2VkBZf6YwSu2zKilg 2x\" \/><\/div><figcaption>\n<p class=\"Image\">Ch\u1ee7 t\u1ecbch ki\u00eam CEO TSMC C.C Wei trong bu\u1ed5i h\u1ecdp b\u00e1o t\u1ea1i \u0110\u00e0i B\u1eafc h\u00f4m 17\/6\/2026. \u1ea2nh: <em>AFP<\/em><\/p>\n<\/figcaption><\/figure>\n<p class=\"Normal\">TSMC hi\u1ec7n h\u01b0\u1edfng l\u1ee3i l\u1edbn t\u1eeb cu\u1ed9c \u0111ua AI to\u00e0n c\u1ea7u. C\u00e1c ch\u00ednh ph\u1ee7 v\u00e0 \u0111\u1ea1i gia c\u00f4ng ngh\u1ec7 \u0111ang r\u00f3t ti\u1ec1n x\u00e2y trung t\u00e2m d\u1eef li\u1ec7u \u0111\u1ec3 hu\u1ea5n luy\u1ec7n v\u00e0 v\u1eadn h\u00e0nh c\u00e1c c\u00f4ng c\u1ee5 AI nh\u01b0 chatbot, ch\u01b0\u01a1ng tr\u00ecnh t\u1ea1o h\u00ecnh \u1ea3nh v\u00e0 t\u00e1c nh\u00e2n AI (AI agent) c\u00f3 kh\u1ea3 n\u0103ng t\u1ef1 th\u1ef1c hi\u1ec7n nhi\u1ec1u t\u00e1c v\u1ee5.<\/p>\n<p class=\"Normal\">Xu h\u01b0\u1edbng n\u00e0y \u0111\u00e3 th\u00fac \u0111\u1ea9y m\u1ea1nh ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u01b0 TSMC, khi\u1ebfn ngu\u1ed3n cung chip tr\u1edf n\u00ean khan hi\u1ebfm v\u00e0 gi\u00e1 t\u0103ng v\u1ecdt. &#8220;C\u00e1c xu h\u01b0\u1edbng AI l\u1edbn ti\u1ebfp t\u1ee5c th\u00fac \u0111\u1ea9y nhu c\u1ea7u t\u0103ng n\u0103ng l\u1ef1c t\u00ednh to\u00e1n. Ch\u00fang t\u00f4i k\u1ef3 v\u1ecdng doanh thu n\u0103m 2026 t\u0103ng h\u01a1n 40% so v\u1edbi n\u0103m tr\u01b0\u1edbc, t\u00ednh theo USD&#8221;, \u00f4ng CC Wei cho bi\u1ebft trong bu\u1ed5i c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh.<\/p>\n<p class=\"Normal\">L\u1ee3i nhu\u1eadn r\u00f2ng c\u1ee7a TSMC trong qu\u00fd II t\u0103ng 77% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, l\u00ean 706,6 t\u1ef7 \u0110\u00e0i t\u1ec7 (22 t\u1ef7 USD). Con s\u1ed1 n\u00e0y v\u01b0\u1ee3t xa d\u1ef1 b\u00e1o c\u1ee7a gi\u1edbi ph\u00e2n t\u00edch, \u0111\u1ed3ng th\u1eddi v\u01b0\u1ee3t k\u1ef7 l\u1ee5c qu\u00fd I (572,4 \u0110\u00e0i t\u1ec7). Doanh thu qu\u00fd II t\u0103ng 36% l\u00ean 1.300 t\u1ef7 \u0110\u00e0i t\u1ec7.<\/p>\n<p class=\"Normal\">Wei cho bi\u1ebft TSMC \u0111ang m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t chip t\u1ea1i \u0110\u00e0i Loan, Nh\u1eadt B\u1ea3n v\u00e0 M\u1ef9 &#8220;nhanh nh\u1ea5t c\u00f3 th\u1ec3&#8221; nh\u1eb1m \u0111\u00e1p \u1ee9ng nhu c\u1ea7u kh\u00e1ch h\u00e0ng. &#8220;Kho\u1ea3ng c\u00e1ch gi\u1eefa cung v\u00e0 c\u1ea7u v\u1eabn r\u1ea5t l\u1edbn, v\u00ec v\u1eady ch\u00fang t\u00f4i n\u1ed7 l\u1ef1c h\u1ebft s\u1ee9c \u0111\u1ec3 thu h\u1eb9p&#8221;, \u00f4ng Wei n\u00f3i.<\/p>\n<p class=\"Normal\">Theo Gi\u00e1m \u0111\u1ed1c t\u00e0i ch\u00ednh Wendell Huang, h\u00e3ng chip \u0110\u00e0i Loan s\u1ebd n\u00e2ng ng\u00e2n s\u00e1ch chi ti\u00eau v\u1ed1n n\u0103m nay l\u00ean 60-64 t\u1ef7 USD. &#8220;T\u1ea1i TSMC, m\u1ee9c chi ti\u00eau v\u1ed1n cao lu\u00f4n \u0111i k\u00e8m nhi\u1ec1u c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng h\u01a1n trong nh\u1eefng n\u0103m t\u1edbi&#8221;, Huang n\u00f3i, cho bi\u1ebft h\u1ecd kh\u00f4ng cho r\u1eb1ng s\u1ebd g\u1eb7p &#8220;b\u1ea5t k\u1ef3 v\u01b0\u1edbng m\u1eafc n\u00e0o v\u1edbi k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t&#8221;.<\/p>\n<p class=\"Normal\">Tr\u01b0\u1edbc khi h\u00e3ng chip \u0110\u00e0i Loan c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh, William Li &#8211; nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Counterpoint Research, nh\u1eadn \u0111\u1ecbnh vi\u1ec7c doanh thu t\u0103ng m\u1ea1nh cho th\u1ea5y &#8220;\u0111\u1ea7u t\u01b0 v\u00e0o h\u1ea1 t\u1ea7ng AI v\u1eabn r\u1ea5t s\u00f4i \u0111\u1ed9ng, d\u00f9 kinh t\u1ebf v\u0129 m\u00f4 b\u1ea5t \u1ed5n&#8221;.<\/p>\n<p class=\"Normal\">&#8220;Nhu c\u1ea7u \u0111\u1ed1i v\u1edbi GPU AI, AI ASIC v\u00e0 c\u00f4ng ngh\u1ec7 \u0111\u00f3ng g\u00f3i chip ti\u00ean ti\u1ebfn s\u1ebd ti\u1ebfp t\u1ee5c v\u01b0\u1ee3t k\u1ef3 v\u1ecdng&#8221;, \u00f4ng kh\u1eb3ng \u0111\u1ecbnh tr\u00ean <em>AFP<\/em>.<\/p>\n<p class=\"Normal\"><strong>H\u00e0 Thu<\/strong><em>(theo AFP)<\/em><\/p>\n<\/article>\n<hr>\n<p>https:\/\/vnexpress.net\/tsmc-rot-them-100-ty-usd-vao-my-5098185.html<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TSMC r\u00f3t th\u00eam 100 t\u1ef7 USD v\u00e0o M\u1ef9 H\u00e3ng s\u1ea3n xu\u1ea5t chip theo h\u1ee3p \u0111\u1ed3ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi se\u0303 t\u0103ng \u0111\u00f4\u0309 ti\u00ea\u0300n va\u0300o My\u0303, n\u00e2ng t\u1ed5ng k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u1ee7a ho\u0323 va\u0300o \u0111\u00e2y l\u00ean 265 t\u1ef7 USD. Ng\u00e0y 16\/7, h\u00e3ng chip TSMC th\u00f4ng b\u00e1o s\u1ebd \u0111\u1ea7u t\u01b0 th\u00eam 100 t\u1ef7 USD v\u00e0o bang<\/p>\n","protected":false},"author":1,"featured_media":8426,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-8425","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thi-truong"],"_links":{"self":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/8425","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=8425"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/8425\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/8426"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}