{"id":164484,"date":"2026-01-27T09:41:12","date_gmt":"2026-01-27T02:41:12","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=164484"},"modified":"2026-01-27T09:41:17","modified_gmt":"2026-01-27T02:41:17","slug":"khung-hoang-thieu-chip-nho-samsung-tang-gia-nand-100-dram-70","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/khung-hoang-thieu-chip-nho-samsung-tang-gia-nand-100-dram-70\/","title":{"rendered":"Kh\u1ee7ng ho\u1ea3ng thi\u1ebfu chip nh\u1edb: Samsung t\u0103ng gi\u00e1 NAND 100%, DRAM 70%"},"content":{"rendered":"\n

PV Tech News – Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng thi\u1ebfu chip nh\u1edb khi\u1ebfn gi\u00e1 linh ki\u1ec7n t\u0103ng ch\u00f3ng m\u1eb7t v\u1edbi NAND t\u0103ng t\u1edbi 100% v\u00e0 DRAM t\u0103ng kho\u1ea3ng 70%, g\u00e2y \u1ea3nh h\u01b0\u1edfng nghi\u00eam tr\u1ecdng t\u1edbi s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/strong><\/p>\n\n\n\n

S\u1ef1 b\u00f9ng n\u1ed5 m\u1ea1nh m\u1ebd c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI<\/a>) \u0111ang t\u1ea1o ra m\u1ed9t cu\u1ed9c d\u1ecbch chuy\u1ec3n ch\u01b0a t\u1eebng c\u00f3 trong ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. Tuy nhi\u00ean, \u0111\u1eb1ng sau t\u1ed1c \u0111\u1ed9 ph\u00e1t tri\u1ec3n ch\u00f3ng m\u1eb7t \u0111\u00f3 l\u00e0 m\u1ed9t h\u1ec7 qu\u1ea3 ti\u00eau c\u1ef1c ng\u00e0y c\u00e0ng r\u00f5 r\u1ec7t: kh\u1ee7ng ho\u1ea3ng thi\u1ebfu chip nh\u1edb, \u0111\u1ea9y gi\u00e1 linh ki\u1ec7n l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c v\u00e0 tr\u1ef1c ti\u1ebfp \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn h\u00e0ng lo\u1ea1t s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 ti\u00eau d\u00f9ng. Trong b\u1ed1i c\u1ea3nh n\u00e0y, Samsung \u2013 nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi  \u0111\u00e3 ch\u00ednh th\u1ee9c b\u01b0\u1edbc v\u00e0o l\u00e0n s\u00f3ng t\u0103ng gi\u00e1 m\u1ea1nh tay, v\u1edbi NAND t\u0103ng t\u1edbi 100% v\u00e0 DRAM t\u0103ng kho\u1ea3ng 70%<\/strong>.<\/p>\n\n\n\n

\"Samsung
Samsung t\u0103ng gi\u00e1 chip nh\u1edb l\u00ean \u0111\u1ec9nh \u0111i\u1ec3m (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Theo nhi\u1ec1u b\u00e1o c\u00e1o ng\u00e0nh, trong v\u00e0i n\u0103m t\u1edbi, c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u ph\u1ee5c v\u1ee5 AI c\u00f3 th\u1ec3 ti\u00eau th\u1ee5 t\u1edbi 70% t\u1ed5ng l\u01b0\u1ee3ng chip nh\u1edb to\u00e0n c\u1ea7u. Nh\u1eefng m\u00f4 h\u00ecnh AI ng\u00e0y c\u00e0ng ph\u1ee9c t\u1ea1p \u0111\u00f2i h\u1ecfi dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef kh\u1ed5ng l\u1ed3 v\u00e0 b\u0103ng th\u00f4ng b\u1ed9 nh\u1edb cao, khi\u1ebfn c\u00e1c h\u00e3ng c\u00f4ng ngh\u1ec7 bu\u1ed9c ph\u1ea3i \u01b0u ti\u00ean ngu\u1ed3n cung cho m\u00e1y ch\u1ee7 v\u00e0 h\u1ec7 th\u1ed1ng d\u1eef li\u1ec7u h\u01a1n l\u00e0 th\u1ecb tr\u01b0\u1eddng ti\u00eau d\u00f9ng. H\u1ec7 qu\u1ea3 l\u00e0 ngu\u1ed3n cung chip nh\u1edb d\u00e0nh cho laptop<\/a>, smartphone<\/a>, console hay thi\u1ebft b\u1ecb IoT ng\u00e0y c\u00e0ng b\u1ecb thu h\u1eb9p. T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t n\u00e0y kh\u00f4ng c\u00f2n mang t\u00ednh ng\u1eafn h\u1ea1n m\u00e0 \u0111ang \u0111\u01b0\u1ee3c nhi\u1ec1u nh\u00e0 qu\u1ea3n l\u00fd d\u1ef1 \u0111o\u00e1n s\u1ebd k\u00e9o d\u00e0i t\u1edbi t\u1eadn n\u0103m 2035, \u0111\u1eb7c bi\u1ec7t v\u1edbi b\u1ed9 nh\u1edb flash NAND.<\/p>\n\n\n\n

\"Gi\u00e1
Gi\u00e1 c\u00e1c thi\u1ebft b\u1ecb l\u01b0u tr\u1eef d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i (Ngu\u1ed3n: internet)<\/figcaption><\/figure>\n\n\n\n

Theo b\u00e1o c\u00e1o t\u1eeb ET News, Samsung \u0111\u00e3 k\u00fd k\u1ebft c\u00e1c h\u1ee3p \u0111\u1ed3ng cung c\u1ea5p m\u1edbi v\u1edbi m\u1ed9t s\u1ed1 kh\u00e1ch h\u00e0ng l\u1edbn v\u00e0o cu\u1ed1i n\u0103m 2025, trong \u0111\u00f3 \u00e1p d\u1ee5ng m\u1ee9c t\u0103ng gi\u00e1 NAND l\u00ean t\u1edbi 100%<\/strong>, b\u1eaft \u0111\u1ea7u t\u1eeb th\u00e1ng 1. \u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c chi ph\u00ed c\u00e1c thi\u1ebft b\u1ecb l\u01b0u tr\u1eef d\u1ef1a tr\u00ean NAND \u2013 nh\u01b0 SSD, \u1ed5 c\u1ee9ng di \u0111\u1ed9ng, th\u1ebb nh\u1edb \u2013 s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i so v\u1edbi tr\u01b0\u1edbc \u0111\u00e2y. Kh\u00f4ng ch\u1ec9 NAND, DRAM c\u0169ng kh\u00f4ng n\u1eb1m ngo\u00e0i xu h\u01b0\u1edbng leo thang, v\u1edbi m\u1ee9c t\u0103ng \u0111\u01b0\u1ee3c ghi nh\u1eadn l\u00ean t\u1edbi kho\u1ea3ng 70%<\/strong>.<\/p>\n\n\n\n

\u0110\u00e2y l\u00e0 m\u1ee9c t\u0103ng v\u01b0\u1ee3t xa nhi\u1ec1u d\u1ef1 b\u00e1o tr\u01b0\u1edbc \u0111\u00f3, khi\u1ebfn gi\u1edbi ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng kh\u00f4ng kh\u1ecfi b\u1ea5t ng\u1edd. Tr\u01b0\u1edbc \u0111\u00e2y, c\u00e1c nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng ch\u1ec9 d\u1ef1 \u0111o\u00e1n gi\u00e1 NAND t\u0103ng kho\u1ea3ng 34%, nh\u01b0ng th\u1ef1c t\u1ebf \u0111ang di\u1ec5n ra cho th\u1ea5y nhu c\u1ea7u \u0111\u00e3 v\u01b0\u1ee3t xa m\u1ecdi k\u1ecbch b\u1ea3n th\u1eadn tr\u1ecdng.<\/p>\n\n\n\n

\"Gi\u00e1
Gi\u00e1 chip t\u0103ng nhanh khi\u1ebfn c\u00e1c h\u00e3ng c\u00f4ng ngh\u1ec7 ch\u1ecbu \u1ea3nh h\u01b0\u1edfng n\u1eb7ng (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

\u0110\u00e1ng lo ng\u1ea1i h\u01a1n, xu h\u01b0\u1edbng t\u0103ng gi\u00e1 n\u00e0y ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u d\u1eebng l\u1ea1i. Theo c\u00e1c ngu\u1ed3n tin trong ng\u00e0nh, Samsung hi\u1ec7n \u0111ang \u0111\u00e0m ph\u00e1n v\u1edbi c\u00e1c kh\u00e1ch h\u00e0ng ch\u1ee7 ch\u1ed1t \u0111\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng gi\u00e1 b\u1ed9 nh\u1edb flash NAND trong qu\u00fd II\/2026. Nguy\u00ean nh\u00e2n ch\u00ednh v\u1eabn \u0111\u1ebfn t\u1eeb s\u1ef1 ph\u00e1t tri\u1ec3n b\u00f9ng n\u1ed5 c\u1ee7a AI, trong khi n\u0103ng l\u1ef1c m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t chip nh\u1edb kh\u00f4ng th\u1ec3 theo k\u1ecbp t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng nhu c\u1ea7u.<\/p>\n\n\n\n

Kh\u00f4ng ch\u1ec9 Samsung, SK Hynix \u2013 nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb l\u1edbn th\u1ee9 hai th\u1ebf gi\u1edbi c\u0169ng \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd \u00e1p d\u1ee5ng m\u1ee9c t\u0103ng t\u01b0\u01a1ng t\u1ef1. M\u1ed9t chuy\u00ean gia trong ng\u00e0nh nh\u1eadn \u0111\u1ecbnh r\u1eb1ng vi\u1ec7c t\u0103ng gi\u00e1 NAND tr\u00ean to\u00e0n th\u1ecb tr\u01b0\u1eddng l\u00e0 \u0111i\u1ec1u g\u1ea7n nh\u01b0 kh\u00f4ng th\u1ec3 tr\u00e1nh kh\u1ecfi, do t\u00ecnh tr\u1ea1ng t\u1ed3n \u0111\u1ecdng \u0111\u01a1n h\u00e0ng \u0111\u00e3 k\u00e9o d\u00e0i su\u1ed1t c\u1ea3 n\u0103m v\u00e0 v\u1eabn ch\u01b0a \u0111\u01b0\u1ee3c gi\u1ea3i quy\u1ebft tri\u1ec7t \u0111\u1ec3. Vi\u1ec7c gi\u00e1 chip nh\u1edb t\u0103ng m\u1ea1nh s\u1ebd t\u1ea1o ra hi\u1ec7u \u1ee9ng d\u00e2y chuy\u1ec1n tr\u00ean to\u00e0n b\u1ed9 h\u1ec7 sinh th\u00e1i c\u00f4ng ngh\u1ec7. Tr\u01b0\u1edbc m\u1eaft, gi\u00e1 SSD<\/a>, RAM<\/a>, smartphone, laptop v\u00e0 console th\u1ebf h\u1ec7 m\u1edbi nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng, ho\u1eb7c \u00edt nh\u1ea5t l\u00e0 kh\u00f3 c\u00f3 th\u1ec3 gi\u1ea3m nh\u01b0 k\u1ef3 v\u1ecdng c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng.<\/p>\n\n\n\n

\"Xu
Xu h\u01b0\u1edbng t\u0103ng gi\u00e1 chip nh\u1edb v\u1eabn ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u d\u1eebng (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

V\u1ec1 d\u00e0i h\u1ea1n, c\u00e1c h\u00e3ng s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb bu\u1ed9c ph\u1ea3i \u0111\u01b0a ra nh\u1eefng l\u1ef1a ch\u1ecdn kh\u00f3 kh\u0103n: Ho\u1eb7c t\u0103ng gi\u00e1 b\u00e1n, c\u1eaft gi\u1ea3m c\u1ea5u h\u00ecnh, ho\u1eb7c ch\u1ea5p nh\u1eadn bi\u00ean l\u1ee3i nhu\u1eadn th\u1ea5p h\u01a1n. \u0110i\u1ec1u n\u00e0y \u0111\u1eb7c bi\u1ec7t b\u1ea5t l\u1ee3i v\u1edbi ph\u00e2n kh\u00fac ph\u1ed5 th\u00f4ng, n\u01a1i gi\u00e1 th\u00e0nh l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh s\u1ee9c mua. Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng thi\u1ebfu chip nh\u1edb hi\u1ec7n nay kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 v\u1ea5n \u0111\u1ec1 cung \u2013 c\u1ea7u ng\u1eafn h\u1ea1n, m\u00e0 ph\u1ea3n \u00e1nh s\u1ef1 m\u1ea5t c\u00e2n \u0111\u1ed1i chi\u1ebfn l\u01b0\u1ee3c gi\u1eefa AI v\u00e0 th\u1ecb tr\u01b0\u1eddng ti\u00eau d\u00f9ng. Khi AI ti\u1ebfp t\u1ee5c l\u00e0 \u01b0u ti\u00ean h\u00e0ng \u0111\u1ea7u c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7, chip nh\u1edb s\u1ebd ng\u00e0y c\u00e0ng tr\u1edf th\u00e0nh t\u00e0i nguy\u00ean khan hi\u1ebfm v\u00e0 \u0111\u1eaft \u0111\u1ecf.<\/p>\n\n\n\n

V\u1edbi t\u00ecnh tr\u1ea1ng t\u1ed3n \u0111\u1ecdng \u0111\u01a1n h\u00e0ng k\u00e9o d\u00e0i v\u00e0 nhu c\u1ea7u ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u h\u1ea1 nhi\u1ec7t, \u0111i\u1ec1u ch\u1eafc ch\u1eafn duy nh\u1ea5t \u1edf th\u1eddi \u0111i\u1ec3m hi\u1ec7n t\u1ea1i l\u00e0 gi\u00e1 linh ki\u1ec7n b\u1ed9 nh\u1edb s\u1ebd c\u00f2n ti\u1ebfp t\u1ee5c t\u0103ng. Ng\u01b0\u1eddi ti\u00eau d\u00f9ng, doanh nghi\u1ec7p v\u00e0 c\u1ea3 ng\u00e0nh c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u s\u1ebd ph\u1ea3i chu\u1ea9n b\u1ecb tinh th\u1ea7n cho m\u1ed9t giai \u0111o\u1ea1n \u201cb\u00ecnh th\u01b0\u1eddng m\u1edbi\u201d \u2013 n\u01a1i b\u1ed9 nh\u1edb kh\u00f4ng c\u00f2n l\u00e0 linh ki\u1ec7n r\u1ebb v\u00e0 d\u1ec5 ti\u1ebfp c\u1eadn nh\u01b0 tr\u01b0\u1edbc \u0111\u00e2y. H\u00e3y ti\u1ebfp t\u1ee5c c\u1eadp nh\u1eadt th\u00f4ng tin v\u1ec1 gi\u00e1 chip t\u1eeb Phong V\u0169 Tech News<\/a> trong nh\u1eefng b\u00e0i vi\u1ebft m\u1edbi nh\u1ea5t nh\u00e9!<\/p>\n\n\n\n

Ngu\u1ed3n: <\/em>Tech4gamers<\/em><\/a><\/p>\n\n\n\n

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