{"id":162954,"date":"2026-01-08T09:11:00","date_gmt":"2026-01-08T02:11:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=162954"},"modified":"2026-01-08T11:28:16","modified_gmt":"2026-01-08T04:28:16","slug":"ai-lam-khan-hiem-chip-nho-gia-thiet-bi-dien-tu-tang","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/ai-lam-khan-hiem-chip-nho-gia-thiet-bi-dien-tu-tang\/","title":{"rendered":"AI l\u00e0m khan hi\u1ebfm chip nh\u1edb, gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed c\u00f3 th\u1ec3 t\u0103ng t\u1edbi 20%"},"content":{"rendered":"\n

PV Tech News – Vi\u1ec7c b\u00f9ng n\u1ed5 x\u00e2y d\u1ef1ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI \u0111ang l\u00e0m thi\u1ebfu h\u1ee5t chip nh\u1edb, \u0111\u1ea9y gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng c\u00f3 th\u1ec3 t\u0103ng l\u00ean \u0111\u1ebfn 20% trong n\u0103m 2026.<\/strong><\/p>\n\n\n\n

Vi\u1ec7c gia t\u0103ng m\u1ea1nh m\u1ebd c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI<\/a>) tr\u00ean to\u00e0n c\u1ea7u \u0111\u00e3 t\u1ea1o s\u1ee9c \u00e9p l\u1edbn l\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ea5t b\u00e1n d\u1eabn, d\u1eabn \u0111\u1ebfn t\u00ecnh tr\u1ea1ng thi\u1ebfu chip nh\u1edb nghi\u00eam tr\u1ecdng. Theo Financial Times, \u0111\u00e2y l\u00e0 nguy\u00ean nh\u00e2n ch\u00ednh khi\u1ebfn gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed nh\u01b0 \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh, m\u00e1y t\u00ednh v\u00e0 thi\u1ebft b\u1ecb gia d\u1ee5ng c\u00f3 th\u1ec3 t\u0103ng kho\u1ea3ng 20% trong n\u0103m 2026. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t v\u00e0 ph\u00e2n t\u00edch \u0111\u1ec1u d\u1ef1 b\u00e1o chi ph\u00ed s\u1ea3n xu\u1ea5t t\u0103ng s\u1ebd bu\u1ed9c h\u1ecd ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n nh\u1eb1m duy tr\u00ec ho\u1ea1t \u0111\u1ed9ng kinh doanh.<\/p>\n\n\n\n

Xem th\u00eam:<\/strong> Kh\u1ee7ng ho\u1ea3ng RAM, SSD th\u1eddi k\u1ef3 linh ki\u1ec7n gi\u00e1 r\u1ebb s\u1eafp k\u1ebft th\u00fac<\/a><\/p>\n\n\n\n

\"AI
AI l\u00e0m khan hi\u1ebfm chip nh\u1edb, gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed c\u00f3 th\u1ec3 t\u0103ng t\u1edbi 20% (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

C\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 ti\u00eau d\u00f9ng l\u1edbn nh\u01b0 Dell, Lenovo, Raspberry Pi v\u00e0 Xiaomi \u0111\u1ec1u \u0111\u00e3 l\u00ean ti\u1ebfng v\u1ec1 vi\u1ec7c thi\u1ebfu h\u1ee5t chip c\u00f3 th\u1ec3 l\u00e0m t\u0103ng chi ph\u00ed s\u1ea3n xu\u1ea5t v\u00e0 d\u1eabn \u0111\u1ebfn vi\u1ec7c t\u0103ng gi\u00e1 thi\u1ebft b\u1ecb. Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Dell Technologies, Jeff Clarke, t\u1eebng chia s\u1ebb r\u1eb1ng c\u00f4ng ty ch\u01b0a t\u1eebng ch\u1ee9ng ki\u1ebfn m\u1ee9c t\u0103ng chi ph\u00ed chip nhanh \u0111\u1ebfn v\u1eady v\u00e0 \u0111i\u1ec1u n\u00e0y s\u1ebd \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn ng\u01b0\u1eddi ti\u00eau d\u00f9ng. Raspberry Pi c\u0169ng \u0111\u00e3 ph\u1ea3i t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m do \u00e1p l\u1ef1c chi ph\u00ed trong khi Lenovo t\u00edch tr\u1eef chip nh\u1edb \u0111\u1ec3 b\u1ea3o \u0111\u1ea3m ngu\u1ed3n linh ki\u1ec7n quan tr\u1ecdng.<\/p>\n\n\n\n

Tham kh\u1ea3o ngay m\u1ed9t s\u1ed1 laptop AI<\/a> n\u1ed5i b\u1eadt t\u1ea1i Phong V\u0169<\/a>:<\/p>\n\n\n\n

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Nguy\u00ean nh\u00e2n s\u00e2u xa c\u1ee7a khan hi\u1ebfm chip nh\u1edb l\u00e0 do c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip \u01b0u ti\u00ean cung c\u1ea5p ch\u1ea5t b\u00e1n d\u1eabn cao c\u1ea5p cho trung t\u00e2m d\u1eef li\u1ec7u AI thay v\u00ec c\u00e1c chip s\u1eed d\u1ee5ng cho thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. T\u00ecnh tr\u1ea1ng n\u00e0y \u0111\u00e3 g\u00e2y thi\u1ebfu h\u1ee5t chip DRAM (b\u1ed9 nh\u1edb truy c\u1eadp ng\u1eabu nhi\u00ean \u0111\u1ed9ng), m\u1ed9t lo\u1ea1i chip c\u01a1 b\u1ea3n \u0111\u01b0\u1ee3c d\u00f9ng r\u1ed9ng r\u00e3i t\u1eeb \u00f4 t\u00f4 \u0111\u1ebfn m\u00e1y t\u00ednh. C\u00f4ng ty nghi\u00ean c\u1ee9u TrendForce d\u1ef1 \u0111o\u00e1n gi\u00e1 DRAM v\u00e0 chip HBM c\u00f3 th\u1ec3 t\u0103ng t\u1eeb 50-55% v\u00e0o qu\u00fd IV n\u0103m 2025 so v\u1edbi qu\u00fd tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n\n\n\n

Samsung v\u00e0 SK hynix – hai nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi chi\u1ebfm h\u01a1n 70% th\u1ecb ph\u1ea7n DRAM, b\u00e1o c\u00e1o r\u1eb1ng \u0111\u01a1n \u0111\u1eb7t h\u00e0ng n\u0103m 2026 \u0111\u00e3 v\u01b0\u1ee3t c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t. Trong th\u00e1ng tr\u01b0\u1edbc, Samsung \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 m\u1ed9t s\u1ed1 chip nh\u1edb t\u0103ng t\u1edbi 60%. D\u1ef1 b\u00e1o t\u1eeb c\u00e1c chuy\u00ean gia nh\u01b0 Kim Jae-june (Samsung c\u1ee7a Macquarie) v\u00e0 Changwon Chung (Nomura) cho th\u1ea5y m\u1ee9c t\u0103ng gi\u00e1 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng s\u1ebd dao \u0111\u1ed9ng t\u1eeb 5% \u0111\u1ebfn 20% t\u00f9y v\u00e0o t\u1eebng s\u1ea3n ph\u1ea9m v\u00e0 chi\u1ebfn l\u01b0\u1ee3c ph\u00e2n ph\u1ed1i.<\/p>\n\n\n\n

M\u1ed9t y\u1ebfu t\u1ed1 kh\u00e1c l\u00e0m t\u0103ng s\u1ee9c \u00e9p chi ph\u00ed l\u00e0 c\u00e1c nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y l\u1edbn nh\u01b0 Amazon v\u00e0 Google \u0111\u00e3 k\u00fd h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n v\u1edbi nh\u00e0 s\u1ea3n xu\u1ea5t chip \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung DRAM cho c\u00e1c m\u00e1y ch\u1ee7 AI. Do \u0111\u00f3, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng kh\u00f4ng c\u00f3 nhi\u1ec1u l\u1ef1a ch\u1ecdn ngo\u00e0i ch\u1ecbu chi ph\u00ed cao h\u01a1n. Morgan Stanley d\u1ef1 b\u00e1o chi ti\u00eau to\u00e0n c\u1ea7u cho h\u1ea1 t\u1ea7ng AI s\u1ebd \u0111\u1ea1t g\u1ea7n 3 ngh\u00ecn t\u1ef7 USD v\u00e0o n\u0103m 2028, l\u00e0m k\u00e9o d\u00e0i th\u1eddi gian khan hi\u1ebfm chip \u00edt nh\u1ea5t \u0111\u1ebfn n\u0103m 2027 theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a nhi\u1ec1u nh\u00e0 ph\u00e2n t\u00edch. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News<\/a> \u0111\u1ec3 c\u1eadp nh\u1eadt tin t\u1ee9c m\u1edbi nh\u1ea5t v\u1ec1 c\u00f4ng ngh\u1ec7 m\u1ed7i ng\u00e0y!<\/p>\n\n\n\n

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

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