{"id":9189,"date":"2026-08-07T13:17:25","date_gmt":"2026-08-07T06:17:25","guid":{"rendered":"https:\/\/useful.vn\/?p=9189"},"modified":"2026-08-07T13:17:25","modified_gmt":"2026-08-07T06:17:25","slug":"chu-tich-sk-gia-chip-nho-cao-bat-thuong","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=9189","title":{"rendered":"Ch\u1ee7 t\u1ecbch SK: Gi\u00e1 chip nh\u1edb cao b\u1ea5t th\u01b0\u1eddng"},"content":{"rendered":"
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\nCh\u1ee7 t\u1ecbch SK: Gi\u00e1 chip nh\u1edb cao b\u1ea5t th\u01b0\u1eddng <\/h1>\n

Ch\u1ee7 t\u1ecbch T\u1eadp \u0111o\u00e0n SK Group cho r\u1eb1ng gi\u00e1 chip nh\u1edb hi\u1ec7n qu\u00e1 cao v\u00e0 \u0111ang c\u00e2n nh\u1eafc x\u00e2y nh\u00e0 m\u00e1y b\u00e1n d\u1eabn t\u1ea1i M\u1ef9 \u0111\u1ec3 m\u1edf r\u1ed9ng ngu\u1ed3n cung, ng\u0103n nguy c\u01a1 l\u1ea1m ph\u00e1t chip.<\/p>\n

Theo Chosun<\/em>, t\u1ea1i di\u1ec5n \u0111\u00e0n c\u00f4ng nghi\u1ec7p \u1edf Jeju tu\u1ea7n tr\u01b0\u1edbc, \u00f4ng Chey Tae-won, Ch\u1ee7 t\u1ecbch SK Group, \u0111\u01a1n v\u1ecb s\u1edf h\u1eefu SK Hynix, nh\u1eadn \u0111\u1ecbnh gi\u00e1 chip nh\u1edb hi\u1ec7n \u1edf m\u1ee9c “cao m\u1ed9t c\u00e1ch b\u1ea5t th\u01b0\u1eddng”. \u00d4ng cho r\u1eb1ng to\u00e0n ng\u00e0nh b\u00e1n d\u1eabn c\u1ea7n c\u00f3 b\u01b0\u1edbc \u0111i c\u1ee5 th\u1ec3 \u0111\u1ec3 t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, gi\u00fap h\u1ea1 nhi\u1ec7t th\u1ecb tr\u01b0\u1eddng. \u0110\u1ec3 gi\u1ea3i b\u00e0i to\u00e1n \u0111\u00f3, SK Group \u0111ang t\u00ednh \u0111\u1ebfn ph\u01b0\u01a1ng \u00e1n x\u00e2y m\u1ed9t nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t t\u1ea1i M\u1ef9.<\/p>\n

S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o k\u00e9o theo nhu c\u1ea7u kh\u1ed5ng l\u1ed3 v\u1ec1 b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao HBM, bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u1ea3i chuy\u1ec3n \u0111\u1ed5i d\u00e2y chuy\u1ec1n, c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng DRAM th\u00f4ng th\u01b0\u1eddng \u0111\u1ec3 \u01b0u ti\u00ean d\u00f2ng HBM cao c\u1ea5p. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung chip nh\u1edb ti\u00eau chu\u1ea9n d\u00e0nh cho thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng v\u00e0 \u0111\u1ea9y gi\u00e1 th\u00e0nh l\u00ean cao.<\/p>\n

“C\u00e1c c\u00f4ng ty AI c\u00f3 th\u1ec3 g\u00e1nh chi ph\u00ed gia t\u0103ng nh\u1edd c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn. Tuy nhi\u00ean, nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y t\u00ednh v\u00e0 \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh kh\u00f4ng c\u00f2n l\u1ef1a ch\u1ecdn kh\u00e1c ngo\u00e0i vi\u1ec7c chuy\u1ec3n ph\u1ea7n chi ph\u00ed b\u00e1n d\u1eabn t\u0103ng th\u00eam n\u00e0y v\u00e0o gi\u00e1 b\u00e1n s\u1ea3n ph\u1ea9m. Ng\u01b0\u1eddi mua thi\u1ebft b\u1ecb ph\u1ea7n l\u1edbn l\u00e0 kh\u00e1ch h\u00e0ng c\u00e1 nh\u00e2n. \u0110\u1ec3 ng\u0103n l\u1ea1m ph\u00e1t chip k\u00e9o gi\u00e1 s\u1ea3n ph\u1ea9m \u0111\u1ea7u ra l\u00ean cao, vi\u1ec7c m\u1edf r\u1ed9ng ngu\u1ed3n cung l\u00e0 \u0111i\u1ec1u b\u1eaft bu\u1ed9c”, \u00f4ng Chey Tae-won n\u00f3i.<\/p>\n

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M\u1ed9t s\u1ed1 m\u1eabu DRAM c\u1ee7a SK Hynix. \u1ea2nh: SK<\/em><\/p>\n<\/figcaption><\/figure>\n

Tr\u01b0\u1edbc \u0111\u00f3, 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 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>sau khi h\u00e3ng chip nh\u1edb H\u00e0n Qu\u1ed1c ho\u00e0n t\u1ea5t th\u01b0\u01a1ng v\u1ee5 IPO tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n M\u1ef9 ng\u00e0y 10\/7.<\/p>\n

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

D\u00f9 c\u01a1n s\u1ed1t chip nh\u1edb mang l\u1ea1i doanh thu k\u1ef7 l\u1ee5c cho ba \u00f4ng l\u1edbn g\u1ed3m Samsung, SK Hynix v\u00e0 Micron, Ch\u1ee7 t\u1ecbch SK Group c\u1ea3nh b\u00e1o t\u00ecnh tr\u1ea1ng n\u00e0y c\u00f3 th\u1ec3 ph\u1ea3n t\u00e1c d\u1ee5ng trong d\u00e0i h\u1ea1n. L\u1ee3i nhu\u1eadn cao c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn s\u1ef1 gia nh\u1eadp c\u1ee7a \u0111\u1ed1i th\u1ee7 m\u1edbi ho\u1eb7c t\u1ea1o c\u01a1 h\u1ed9i cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u1ecf h\u01a1n ph\u00e1t tri\u1ec3n.<\/p>\n

M\u1ed9t s\u1ed1 kh\u00e1ch h\u00e0ng Trung Qu\u1ed1c \u0111\u00e3 t\u1eeb b\u1ecf s\u1ea3n ph\u1ea9m c\u1ee7a ba \u00f4ng l\u1edbn H\u00e0n Qu\u1ed1c v\u00e0 M\u1ef9 \u0111\u1ec3 chuy\u1ec3n sang chip do CXMT v\u00e0 YMTC s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba. M\u1ed9t s\u1ed1 th\u01b0\u01a1ng hi\u1ec7u \u0111a qu\u1ed1c gia nh\u01b0 Corsair v\u00e0 Lenovo c\u0169ng b\u1eaft \u0111\u1ea7u mua chip t\u1eeb c\u00f4ng ty Trung Qu\u1ed1c. Th\u1eadm ch\u00ed, Apple \u0111ang xin ph\u00e9p ch\u00ednh ph\u1ee7 M\u1ef9 \u0111\u1ec3 c\u00f3 th\u1ec3 mua chip nh\u1edb t\u1eeb CXMT.<\/p>\n

D\u00f9 nhu c\u1ea7u hi\u1ec7n t\u1ea1i v\u1eabn v\u01b0\u1ee3t xa ngu\u1ed3n cung, th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn v\u1ed1n n\u1ed5i ti\u1ebfng v\u1edbi chu k\u1ef3 “\u0111\u01b0\u1ee3c m\u00f9a – m\u1ea5t gi\u00e1”. Khi c\u01a1n s\u1ed1t AI l\u1eafng xu\u1ed1ng ho\u1eb7c ngu\u1ed3n cung \u0111\u01b0\u1ee3c l\u1ea5p \u0111\u1ea7y, vi\u1ec7c c\u00f3 qu\u00e1 nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t c\u00f9ng nh\u1ea3y v\u00e0o th\u1ecb tr\u01b0\u1eddng khi\u1ebfn cu\u1ed9c c\u1ea1nh tranh tr\u1edf n\u00ean kh\u1ed1c li\u1ec7t h\u01a1n, \u0111e d\u1ecda tr\u1ef1c ti\u1ebfp \u0111\u1ebfn s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n b\u00e1n d\u1eabn truy\u1ec1n th\u1ed1ng.<\/p>\n

Huy \u0110\u1ee9c<\/strong>t\u1ed5ng h\u1ee3p<\/em><\/p>\n<\/article>\n

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https:\/\/vnexpress.net\/chu-tich-sk-gia-chip-nho-cao-bat-thuong-5099692.html<\/p>\n","protected":false},"excerpt":{"rendered":"

Ch\u1ee7 t\u1ecbch SK: Gi\u00e1 chip nh\u1edb cao b\u1ea5t th\u01b0\u1eddng Ch\u1ee7 t\u1ecbch T\u1eadp \u0111o\u00e0n SK Group cho r\u1eb1ng gi\u00e1 chip nh\u1edb hi\u1ec7n qu\u00e1 cao v\u00e0 \u0111ang c\u00e2n nh\u1eafc x\u00e2y nh\u00e0 m\u00e1y b\u00e1n d\u1eabn t\u1ea1i M\u1ef9 \u0111\u1ec3 m\u1edf r\u1ed9ng ngu\u1ed3n cung, ng\u0103n nguy c\u01a1 l\u1ea1m ph\u00e1t chip. Theo Chosun, t\u1ea1i di\u1ec5n \u0111\u00e0n c\u00f4ng nghi\u1ec7p \u1edf Jeju tu\u1ea7n<\/p>\n","protected":false},"author":1,"featured_media":9190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-9189","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\/9189","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=9189"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/9189\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/9190"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9189"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9189"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}