{"id":161446,"date":"2025-12-23T09:16:00","date_gmt":"2025-12-23T02:16:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=161446"},"modified":"2025-12-24T17:33:38","modified_gmt":"2025-12-24T10:33:38","slug":"khung-hoang-ram-ssd-thoi-ky-linh-kien-gia-re-sap-ket-thuc","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/khung-hoang-ram-ssd-thoi-ky-linh-kien-gia-re-sap-ket-thuc\/","title":{"rendered":"Kh\u1ee7ng ho\u1ea3ng RAM, SSD th\u1eddi k\u1ef3 linh ki\u1ec7n gi\u00e1 r\u1ebb s\u1eafp k\u1ebft th\u00fac"},"content":{"rendered":"\n

PV Tech News – IDC c\u1ea3nh b\u00e1o nhu c\u1ea7u b\u1ed9 nh\u1edb cho h\u1ea1 t\u1ea7ng AI \u0111ang h\u00fat c\u1ea1n ngu\u1ed3n cung DRAM, NAND ph\u1ed5 th\u00f4ng, \u0111\u1ea9y gi\u00e1 RAM v\u00e0 SSD t\u0103ng m\u1ea1nh v\u00e0 \u0111e do\u1ea1 th\u1ecb tr\u01b0\u1eddng smartphone, PC t\u1eeb 2026 \u0111\u1ebfn 2027.<\/strong><\/p>\n\n\n\n

Theo ph\u00e2n t\u00edch m\u1edbi nh\u1ea5t c\u1ee7a IDC, h\u1ec7 sinh th\u00e1i b\u00e1n d\u1eabn to\u00e0n c\u1ea7u \u0111ang \u0111\u1ed1i m\u1eb7t m\u1ed9t cu\u1ed9c kh\u1ee7ng ho\u1ea3ng thi\u1ebfu chip nh\u1edb ch\u01b0a t\u1eebng c\u00f3, khi nhu c\u1ea7u t\u1eeb c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI b\u00f9ng n\u1ed5 v\u01b0\u1ee3t xa kh\u1ea3 n\u0103ng cung \u1ee9ng. C\u00e1c \u00f4ng l\u1edbn nh\u01b0 Samsung, SK Hynix, Micron bu\u1ed9c ph\u1ea3i d\u1ed3n n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t sang nh\u1eefng d\u00f2ng b\u1ed9 nh\u1edb bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u01b0 HBM v\u00e0 DDR5 cho server, thay v\u00ec DRAM v\u00e0 NAND ph\u1ed5 th\u00f4ng v\u1ed1n d\u00f9ng trong smartphone, PC v\u00e0 thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng. \u0110i\u1ec1u n\u00e0y khi\u1ebfn t\u0103ng tr\u01b0\u1edfng cung DRAM v\u00e0 NAND trong n\u0103m 2026 ch\u1ec9 v\u00e0o kho\u1ea3ng 16\u201317%, th\u1ea5p h\u01a1n h\u1eb3n m\u1ee9c trung b\u00ecnh l\u1ecbch s\u1eed, trong khi gi\u00e1 \u0111\u00e3 leo thang m\u1ea1nh nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y.<\/p>\n\n\n\n

Xem th\u00eam:<\/strong> RTX 5060 Ti 16GB c\u00f3 nguy c\u01a1 b\u1ecb t\u1ea1m d\u1eebng do gi\u00e1 VRAM leo thang<\/a><\/p>\n\n\n\n

\"Kh\u1ee7ng
Kh\u1ee7ng ho\u1ea3ng RAM, SSD th\u1eddi k\u1ef3 linh ki\u1ec7n gi\u00e1 r\u1ebb s\u1eafp k\u1ebft th\u00fac (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

\u1ede m\u1ea3ng smartphone, chi ph\u00ed b\u1ed9 nh\u1edb chi\u1ebfm kho\u1ea3ng 15\u201320% gi\u00e1 th\u00e0nh v\u1edbi m\u00e1y t\u1ea7m trung v\u00e0 10\u201315% v\u1edbi flagship, n\u00ean s\u1ef1 leo thang c\u1ee7a RAM v\u00e0 b\u1ed9 nh\u1edb trong bu\u1ed9c c\u00e1c h\u00e3ng ph\u1ea3i t\u00ednh l\u1ea1i b\u00e0i to\u00e1n c\u1ea5u h\u00ecnh, gi\u00e1 b\u00e1n. IDC x\u00e2y d\u1ef1ng hai k\u1ecbch b\u1ea3n cho n\u0103m 2026: trong tr\u01b0\u1eddng h\u1ee3p x\u1ea5u v\u1eeba, th\u1ecb tr\u01b0\u1eddng smartphone to\u00e0n c\u1ea7u c\u00f3 th\u1ec3 suy gi\u1ea3m 2,9% v\u1edbi gi\u00e1 b\u00e1n trung b\u00ecnh t\u0103ng 3\u20135%, c\u00f2n \u1edf k\u1ecbch b\u1ea3n bi quan, s\u1ea3n l\u01b0\u1ee3ng c\u00f3 th\u1ec3 gi\u1ea3m t\u1edbi 5,2% v\u00e0 gi\u00e1 t\u0103ng 6\u20138%. C\u00e1c th\u01b0\u01a1ng hi\u1ec7u s\u1ed1ng nh\u1edd bi\u00ean l\u1ee3i nhu\u1eadn m\u1ecfng nh\u01b0 TCL, Transsion, Realme, Xiaomi, Oppo, Vivo, Honor hay Huawei \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o ch\u1ecbu \u00e1p l\u1ef1c l\u1edbn nh\u1ea5t v\u00e0 kh\u00f3 tr\u00e1nh kh\u1ecfi vi\u1ec7c ph\u1ea3i t\u0103ng gi\u00e1 ho\u1eb7c c\u1eaft RAM, dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef tr\u00ean c\u00e1c m\u1eabu m\u00e1y gi\u00e1 r\u1ebb.<\/p>\n\n\n\n

Kh\u00f4ng ch\u1ec9 smartphone, th\u1ecb tr\u01b0\u1eddng PC c\u0169ng chu\u1ea9n b\u1ecb \u0111i v\u00e0o \u201ct\u00e2m b\u00e3o\u201d khi t\u00ecnh tr\u1ea1ng thi\u1ebfu b\u1ed9 nh\u1edb tr\u00f9ng v\u1edbi chu k\u1ef3 n\u00e2ng c\u1ea5p sau khi Windows 10 k\u1ebft th\u00fac v\u00f2ng \u0111\u1eddi v\u00e0 l\u00e0n s\u00f3ng AI PC \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh. C\u00e1c m\u1eabu m\u00e1y \u0111\u1ea1t chu\u1ea9n AI PC \u2013 \u0111\u1eb7c bi\u1ec7t l\u00e0 d\u00f2ng Copilot+ \u2013 y\u00eau c\u1ea7u t\u1ed1i thi\u1ec3u 16 GB RAM, trong khi nh\u1eefng c\u1ea5u h\u00ecnh cao h\u01a1n \u0111ang d\u1ecbch chuy\u1ec3n l\u00ean 32 GB, khi\u1ebfn chi ph\u00ed linh ki\u1ec7n \u0111\u1ed9i l\u00ean \u0111\u00fang l\u00fac ngu\u1ed3n cung eo h\u1eb9p. IDC d\u1ef1 b\u00e1o trong k\u1ecbch b\u1ea3n gi\u1ea3m nh\u1eb9, th\u1ecb tr\u01b0\u1eddng PC 2026 c\u00f3 th\u1ec3 s\u1ee5t 4,9% v\u1edbi gi\u00e1 b\u00e1n trung b\u00ecnh t\u0103ng 4\u20136%; c\u00f2n n\u1ebfu t\u00ecnh h\u00ecnh k\u00e9o d\u00e0i, m\u1ee9c gi\u1ea3m c\u00f3 th\u1ec3 l\u00ean t\u1edbi 8,9% v\u00e0 gi\u00e1 t\u0103ng 6\u20138%. C\u00e1c h\u00e3ng l\u1edbn nh\u01b0 Lenovo, Dell, HP, Acer, ASUS c\u00f3 l\u1ee3i th\u1ebf th\u01b0\u01a1ng l\u01b0\u1ee3ng v\u00e0 t\u1ed3n kho n\u00ean c\u00f3 th\u1ec3 chi\u1ebfm th\u00eam th\u1ecb ph\u1ea7n, trong khi c\u00e1c th\u01b0\u01a1ng hi\u1ec7u nh\u1ecf, nh\u00e0 l\u1eafp r\u00e1p \u0111\u1ecba ph\u01b0\u01a1ng v\u00e0 nh\u00f3m PC DIY c\u1ee7a game th\u1ee7 l\u1ea1i ch\u1ecbu thi\u1ec7t th\u00f2i r\u00f5 r\u1ec7t.<\/p>\n\n\n\n

IDC nh\u1ea5n m\u1ea1nh \u0111\u00e2y kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t \u0111\u1ee3t thi\u1ebfu h\u00e0ng mang t\u00ednh chu k\u1ef3, m\u00e0 ph\u1ea3n \u00e1nh s\u1ef1 t\u00e1i ph\u00e2n b\u1ed5 mang t\u00ednh chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t wafer v\u1ec1 ph\u00eda c\u00e1c s\u1ea3n ph\u1ea9m b\u1ed9 nh\u1edb ph\u1ee5c v\u1ee5 AI. Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, ng\u01b0\u1eddi d\u00f9ng \u1edf ph\u00e2n kh\u00fac thu nh\u1eadp th\u1ea5p s\u1ebd ph\u1ea3i k\u00e9o d\u00e0i th\u1eddi gian n\u00e2ng c\u1ea5p m\u00e1y, c\u00f2n c\u00e1c th\u1ecb tr\u01b0\u1eddng tr\u01b0\u1edfng th\u00e0nh nhi\u1ec1u kh\u1ea3 n\u0103ng d\u1ef1a v\u00e0o h\u00ecnh th\u1ee9c tr\u1ea3 g\u00f3p, t\u00e0i ch\u00ednh ti\u00eau d\u00f9ng \u0111\u1ec3 h\u1ea5p th\u1ee5 m\u1ee9c gi\u00e1 m\u1edbi. V\u1ec1 t\u1ed5ng th\u1ec3, giai \u0111o\u1ea1n 2026\u20132027 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ch\u1ee9ng ki\u1ebfn linh ki\u1ec7n b\u1ed9 nh\u1edb v\u00e0 thi\u1ebft b\u1ecb c\u00f4ng ngh\u1ec7 tr\u1edf n\u00ean \u0111\u1eaft \u0111\u1ecf h\u01a1n, v\u1edbi t\u0103ng tr\u01b0\u1edfng s\u1ea3n l\u01b0\u1ee3ng ch\u1eadm l\u1ea1i nh\u01b0ng gi\u00e1 trung b\u00ecnh kh\u00f4ng ng\u1eebng \u0111i l\u00ean. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News <\/a>\u0111\u1ec3 c\u1eadp nh\u1eadt nhanh c\u00e1c tin t\u1ee9c c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t m\u1ed7i ng\u00e0y nh\u00e9.<\/p>\n\n\n\n

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

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