{"id":140775,"date":"2025-08-14T19:31:24","date_gmt":"2025-08-14T12:31:24","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=140775"},"modified":"2025-08-14T11:16:40","modified_gmt":"2025-08-14T04:16:40","slug":"nvidia-amd-dong-y-tra-cho-hoa-ky-doanh-thu-ban-chip-tai-trung-quoc","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/nvidia-amd-dong-y-tra-cho-hoa-ky-doanh-thu-ban-chip-tai-trung-quoc\/","title":{"rendered":"Nvidia, AMD \u0111\u1ed3ng \u00fd tr\u1ea3 cho Hoa K\u1ef3 15% doanh thu b\u00e1n chip t\u1ea1i Trung Qu\u1ed1c"},"content":{"rendered":"\n

PV Tech News – Nvidia v\u00e0 AMD \u0111\u00e3 \u0111\u1ed3ng \u00fd tr\u00edch 15% doanh thu t\u1eeb vi\u1ec7c b\u00e1n chip AI t\u1ea1i Trung Qu\u1ed1c \u0111\u1ec3 n\u1ed9p cho ch\u00ednh ph\u1ee7 M\u1ef9, nh\u01b0 m\u1ed9t ph\u1ea7n th\u1ecfa thu\u1eadn nh\u1eb1m \u0111\u01b0\u1ee3c c\u1ea5p gi\u1ea5y ph\u00e9p xu\u1ea5t kh\u1ea9u. <\/strong><\/p>\n\n\n\n

Trong h\u01a1n hai n\u0103m qua, M\u1ef9 \u00e1p \u0111\u1eb7t h\u00e0ng lo\u1ea1t h\u1ea1n ch\u1ebf v\u1edbi c\u00e1c h\u00e3ng chip nh\u01b0 Nvidia v\u00e0 AMD nh\u1eb1m ng\u0103n Trung Qu\u1ed1c ti\u1ebfp c\u1eadn c\u00f4ng ngh\u1ec7 AI ti\u00ean ti\u1ebfn. L\u00fd do \u0111\u01b0\u1ee3c ch\u00ednh quy\u1ec1n Washington \u0111\u01b0a ra l\u00e0 b\u1ea3o v\u1ec7 l\u1ee3i th\u1ebf c\u00f4ng ngh\u1ec7 v\u00e0 ng\u0103n nguy c\u01a1 c\u00e1c \u1ee9ng d\u1ee5ng AI b\u1ecb s\u1eed d\u1ee5ng cho m\u1ee5c \u0111\u00edch qu\u00e2n s\u1ef1. Quy \u0111\u1ecbnh n\u00e0y khi\u1ebfn nhi\u1ec1u m\u1eabu chip cao c\u1ea5p, bao g\u1ed3m d\u00f2ng H100, A100 c\u1ee7a Nvidia v\u00e0 MI300 c\u1ee7a AMD, b\u1ecb c\u1ea5m xu\u1ea5t sang Trung Qu\u1ed1c ho\u1eb7c ph\u1ea3i thi\u1ebft k\u1ebf l\u1ea1i v\u1edbi hi\u1ec7u n\u0103ng gi\u1edbi h\u1ea1n.<\/p>\n\n\n\n

Tuy nhi\u00ean, tr\u01b0\u1edbc \u00e1p l\u1ef1c t\u1eeb c\u00e1c doanh nghi\u1ec7p M\u1ef9 m\u1ea5t th\u1ecb ph\u1ea7n t\u1ea1i th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn l\u1edbn th\u1ee9 hai th\u1ebf gi\u1edbi, ch\u00ednh ph\u1ee7 M\u1ef9 \u0111\u00e3 quy\u1ebft \u0111\u1ecbnh n\u1edbi l\u1ecfng m\u1ed9t ph\u1ea7n l\u1ec7nh c\u1ea5m. S\u1ef1 nh\u01b0\u1ee3ng b\u1ed9 n\u00e0y \u0111i k\u00e8m \u0111i\u1ec1u ki\u1ec7n ch\u01b0a t\u1eebng c\u00f3 ti\u1ec1n l\u1ec7: c\u00e1c h\u00e3ng ph\u1ea3i tr\u00edch 15% doanh thu t\u1eeb vi\u1ec7c b\u00e1n chip AI t\u1ea1i Trung Qu\u1ed1c \u0111\u1ec3 n\u1ed9p cho ng\u00e2n s\u00e1ch M\u1ef9.<\/p>\n\n\n\n

V\u00e0 m\u1edbi \u0111\u00e2y, Nvidia v\u00e0 AMD v\u1eeba \u0111\u1ea1t th\u1ecfa thu\u1eadn v\u1edbi ch\u00ednh ph\u1ee7 M\u1ef9 v\u1ec1 vi\u1ec7c \u00e1p d\u1ee5ng m\u1ee9c 15% doanh thu cho c\u00e1c s\u1ea3n ph\u1ea9m chip AI b\u00e1n t\u1ea1i Trung Qu\u1ed1c nh\u01b0 m\u1ed9t \u0111i\u1ec1u ki\u1ec7n \u0111\u1ed5i l\u1ea5y gi\u1ea5y ph\u00e9p xu\u1ea5t kh\u1ea9u. \u0110\u1ed9ng th\u00e1i n\u00e0y g\u00e2y ch\u00fa \u00fd trong c\u1ea3 gi\u1edbi c\u00f4ng ngh\u1ec7 l\u1eabn ch\u00ednh tr\u1ecb, khi k\u1ebft h\u1ee3p y\u1ebfu t\u1ed1 an ninh qu\u1ed1c gia v\u1edbi l\u1ee3i \u00edch kinh t\u1ebf tr\u1ef1c ti\u1ebfp.<\/p>\n\n\n\n

Xem th\u00eam: <\/strong>Th\u1ecfa thu\u1eadn M\u1ef9 \u2013 Trung m\u1edf \u0111\u01b0\u1eddng cho Nvidia b\u00e1n l\u1ea1i chip AI H20 t\u1ea1i Trung Qu\u1ed1c<\/a><\/p>\n\n\n\n

\"Nvidia
Nvidia v\u00e0 AMD \u0111\u1ed3ng \u00fd tr\u00edch 15% doanh thu t\u1eeb chip AI b\u00e1n t\u1ea1i Trung Qu\u1ed1c n\u1ed9p cho ng\u00e2n s\u00e1ch M\u1ef9 (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Theo ngu\u1ed3n tin n\u1ed9i b\u1ed9, Nvidia s\u1ebd \u00e1p d\u1ee5ng m\u1ee9c tr\u00edch 15% v\u1edbi doanh thu t\u1eeb d\u00f2ng chip AI H20, AMD c\u0169ng th\u1ef1c hi\u1ec7n t\u01b0\u01a1ng t\u1ef1 \u0111\u1ed1i v\u1edbi chip MI308.<\/p>\n\n\n\n

Th\u1ecfa thu\u1eadn n\u00e0y ph\u1ea3n \u00e1nh chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a T\u1ed5ng th\u1ed1ng Donald Trump v\u1ec1 vi\u1ec7c y\u00eau c\u1ea7u c\u00e1c kho\u1ea3n l\u1ee3i \u00edch t\u00e0i ch\u00ednh tr\u1ef1c ti\u1ebfp cho M\u1ef9 \u0111\u1ec3 \u0111\u1ed5i l\u1ea5y s\u1ef1 nh\u01b0\u1ee3ng b\u1ed9 v\u1ec1 th\u01b0\u01a1ng m\u1ea1i. Ch\u00ednh quy\u1ec1n Trump tr\u01b0\u1edbc \u0111\u00e2y t\u1eebng n\u1edbi l\u1ecfng thu\u1ebf quan \u0111\u1ec3 \u0111\u1ed5i l\u1ea1i c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn trong n\u01b0\u1edbc, \u0111i\u1ec3n h\u00ecnh nh\u01b0 vi\u1ec7c Apple cam k\u1ebft chi 600 t\u1ef7 USD cho s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba. Tuy nhi\u00ean, m\u1ed9t lo\u1ea1i \u201cthu\u1ebf xu\u1ea5t kh\u1ea9u\u201d ri\u00eang cho t\u1eebng s\u1ea3n ph\u1ea9m nh\u01b0 th\u1ebf g\u1ea7n nh\u01b0 ch\u01b0a c\u00f3 ti\u1ec1n l\u1ec7.<\/p>\n\n\n\n

V\u1ec1 ph\u00eda Trung Qu\u1ed1c, kh\u1ea3 n\u0103ng ch\u1ea5p nh\u1eadn \u201cthu\u1ebf chip\u201d n\u00e0y l\u00e0 r\u1ea5t th\u1ea5p, B\u1eafc Kinh v\u1ed1n \u0111\u00e3 ph\u1ea3n \u0111\u1ed1i vi\u1ec7c doanh nghi\u1ec7p trong n\u01b0\u1edbc s\u1eed d\u1ee5ng chip H20 c\u1ee7a Nvidia. Cu\u1ed1i tu\u1ea7n qua, t\u00e0i kho\u1ea3n Yuyuantantian k\u00eanh truy\u1ec1n th\u00f4ng x\u00e3 h\u1ed9i li\u00ean k\u1ebft v\u1edbi \u0110\u00e0i Truy\u1ec1n h\u00ecnh Trung \u01b0\u01a1ng Trung Qu\u1ed1c ti\u1ebfp t\u1ee5c ch\u1ec9 tr\u00edch H20 v\u00ec \u201cl\u1ed7 h\u1ed5ng b\u1ea3o m\u1eadt\u201d v\u00e0 \u201chi\u1ec7u su\u1ea5t k\u00e9m\u201d.<\/p>\n\n\n\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, c\u1ed5 phi\u1ebfu Nvidia gi\u1ea3m 1,5% v\u00e0 AMD gi\u1ea3m kho\u1ea3ng 3% trong phi\u00ean giao d\u1ecbch tr\u01b0\u1edbc gi\u1edd m\u1edf c\u1eeda h\u00f4m th\u1ee9 Hai.<\/p>\n\n\n\n

Jacob Feldgoise – nh\u00e0 nghi\u00ean c\u1ee9u t\u1ea1i Trung t\u00e2m An ninh v\u00e0 C\u00f4ng ngh\u1ec7 m\u1edbi n\u1ed5i (M\u1ef9) nh\u1eadn \u0111\u1ecbnh: \u201c\u0110\u00e2y l\u00e0 m\u1ed9t ti\u1ec1n l\u1ec7 ch\u01b0a t\u1eebng c\u00f3 trong l\u0129nh v\u1ef1c ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u. N\u00f3 c\u00f3 th\u1ec3 l\u00e0m suy y\u1ebfu l\u00fd do an ninh qu\u1ed1c gia c\u1ee7a M\u1ef9 v\u00e0 khi\u1ebfn \u0111\u1ed3ng minh nghi ng\u1edd n\u1ebfu Washington s\u1eb5n s\u00e0ng \u0111\u00e1nh \u0111\u1ed5i v\u1ea5n \u0111\u1ec1 an ninh \u0111\u1ec3 l\u1ea5y l\u1ee3i \u00edch kinh t\u1ebf\u201d.<\/p>\n\n\n\n

\"T\u1ed5ng
T\u1ed5ng th\u1ed1ng Trump v\u00e0 CEO NVIDIA (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Ng\u01b0\u1eddi ph\u00e1t ng\u00f4n c\u1ee7a Nvidia cho bi\u1ebft c\u00f4ng ty lu\u00f4n tu\u00e2n th\u1ee7 quy \u0111\u1ecbnh xu\u1ea5t kh\u1ea9u c\u1ee7a M\u1ef9. D\u00f9 kh\u00f4ng xu\u1ea5t H20 sang Trung Qu\u1ed1c trong nhi\u1ec1u th\u00e1ng, Nvidia hy v\u1ecdng quy \u0111\u1ecbnh m\u1edbi s\u1ebd t\u1ea1o c\u01a1 h\u1ed9i c\u1ea1nh tranh cho doanh nghi\u1ec7p M\u1ef9 t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u00e0y. Hi\u1ec7n t\u1ea1i, AMD ch\u01b0a \u0111\u01b0a ra th\u00f4ng b\u00e1o ch\u00ednh th\u1ee9c.<\/p>\n\n\n\n

Th\u1ecfa thu\u1eadn \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 trong b\u1ed1i c\u1ea3nh \u00f4ng Trump li\u00ean ti\u1ebfp \u0111\u01b0a ra c\u00e1c ph\u00e1t ng\u00f4n g\u00e2y \u00e1p l\u1ef1c l\u00ean ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn. Tu\u1ea7n tr\u01b0\u1edbc, \u00f4ng \u0111e d\u1ecda \u00e1p thu\u1ebf 100% l\u00ean chip nh\u1eadp kh\u1ea9u n\u1ebfu c\u00e1c h\u00e3ng kh\u00f4ng \u0111\u1ea7u t\u01b0 s\u1ea3n xu\u1ea5t t\u1ea1i M\u1ef9. Tuy nhi\u00ean, m\u1ee9c thu\u1ebf n\u00e0y \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 s\u1ebd g\u00e2y \u00edt \u1ea3nh h\u01b0\u1edfng v\u00ec \u0111a s\u1ed1 c\u00f4ng ty l\u1edbn \u0111\u00e3 c\u00f3 c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t ho\u1eb7c th\u1ecfa thu\u1eadn th\u01b0\u01a1ng m\u1ea1i ri\u00eang.\u00d4ng Trump c\u00f2n k\u00eau g\u1ecdi sa th\u1ea3i CEO c\u1ee7a Intel \u00f4ng Lip-Bu Tan v\u1edbi c\u00e1o bu\u1ed9c \u201cxung \u0111\u1ed9t l\u1ee3i \u00edch nghi\u00eam tr\u1ecdng\u201d nh\u01b0ng kh\u00f4ng n\u00eau chi ti\u1ebft nguy\u00ean do. Theo Wall Street Journal, \u00f4ng Tan \u0111\u00e3 g\u1eedi th\u01b0 tr\u1ea5n an nh\u00e2n vi\u00ean v\u00e0 d\u1ef1 ki\u1ebfn g\u1eb7p ch\u00ednh quy\u1ec1n M\u1ef9 v\u00e0o \u0111\u1ea7u tu\u1ea7n n\u00e0y.<\/p>\n\n\n\n

T\u1edd Financial Times l\u00e0 \u0111\u01a1n v\u1ecb \u0111\u1ea7u ti\u00ean \u0111\u01b0a tin v\u1ec1 th\u1ecfa thu\u1eadn gi\u1eefa Nvidia, AMD v\u00e0 ch\u00ednh ph\u1ee7 M\u1ef9. C\u0169ng theo ngu\u1ed3n n\u00e0y, B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i M\u1ef9 \u0111\u00e3 b\u1eaft \u0111\u1ea7u c\u1ea5p gi\u1ea5y ph\u00e9p xu\u1ea5t kh\u1ea9u H20 t\u1eeb tu\u1ea7n tr\u01b0\u1edbc, ch\u1ec9 v\u00e0i ng\u00e0y sau khi CEO Nvidia Jensen Huang g\u1eb7p tr\u1ef1c ti\u1ebfp \u00f4ng Trump.<\/p>\n\n\n\n

Li\u1ec7u th\u1ecfa thu\u1eadn n\u00e0y s\u1ebd m\u1edf ra h\u01b0\u1edbng \u0111i m\u1edbi cho ng\u00e0nh chip hay g\u00e2y th\u00eam c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9 \u2013 Trung? \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News \u0111\u1ec3 c\u1eadp nh\u1eadt di\u1ec5n bi\u1ebfn v\u00e0 c\u00e1c tin t\u1ee9c c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t nh\u00e9!<\/p>\n\n\n\n

Ngu\u1ed3n: Bloomberg<\/a><\/em><\/p>\n\n\n\n

B\u00e0i vi\u1ebft li\u00ean quan:<\/strong><\/p>\n\n\n\n