Nguy\u00ean nh\u00e2n ch\u00ednh d\u1eabn \u0111\u1ebfn c\u01a1n s\u1ed1t n\u00e0y l\u00e0 s\u1ef1 ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), v\u1ed1n y\u00eau c\u1ea7u dung l\u01b0\u1ee3ng b\u1ed9 nh\u1edb l\u1edbn h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi c\u00e1c h\u1ec7 th\u1ed1ng \u0111i\u1ec7n to\u00e1n th\u00f4ng th\u01b0\u1eddng. Khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1eadp trung ngu\u1ed3n l\u1ef1c v\u00e0o chip AI, ngu\u1ed3n cung cho c\u00e1c thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng tr\u1edf n\u00ean khan hi\u1ebfm, \u0111\u1ea9y gi\u00e1 b\u00e1n tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee3 \u0111en bi\u1ebfn \u0111\u1ed9ng li\u00ean t\u1ee5c.<\/p>\n\n\n\n Theo d\u1eef li\u1ec7u t\u1eeb TrendForce, gi\u00e1 chip nh\u1edb li\u00ean t\u1ee5c t\u0103ng. Gi\u00e1 h\u1ee3p \u0111\u1ed3ng cho RAM<\/a> DRAM \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o t\u0103ng 90-95%, trong khi chip NAND flash c\u0169ng d\u1ef1 ki\u1ebfn t\u0103ng kho\u1ea3ng 55-60% m\u1ed7i qu\u00fd. S\u1ef1 t\u0103ng gi\u00e1 n\u00e0y t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn ng\u01b0\u1eddi ti\u00eau d\u00f9ng cu\u1ed1i. Cu\u1ed1i th\u00e1ng 12, Xiaomi 17 Ultra ra m\u1eaft v\u1edbi m\u1ee9c gi\u00e1 cao h\u01a1n 500 t\u1ec7 so v\u1edbi phi\u00ean b\u1ea3n tr\u01b0\u1edbc \u0111\u00f3. Ch\u1ee7 t\u1ecbch Xiaomi, Lu Weibing, \u0111\u00e3 x\u00e1c nh\u1eadn r\u1eb1ng chi ph\u00ed linh ki\u1ec7n t\u0103ng cao \u0111\u00e3 g\u00e2y \u00e1p l\u1ef1c \u0111\u00e1ng k\u1ec3 l\u00ean gi\u00e1 b\u00e1n s\u1ea3n ph\u1ea9m. C\u00e1c m\u1eabu laptop<\/a> v\u00e0 thi\u1ebft b\u1ecb cao c\u1ea5p t\u1eeb Vivo, Oppo c\u0169ng g\u1eb7p ph\u1ea3i t\u00ecnh tr\u1ea1ng t\u01b0\u01a1ng t\u1ef1.<\/p>\n\n\n\n Ngu\u1ed3n cung chip to\u00e0n c\u1ea7u v\u1eabn ch\u1ee7 y\u1ebfu d\u1ef1a v\u00e0o c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn nh\u01b0 Samsung, SK Hynix v\u00e0 Micron. Vi\u1ec7c x\u00e2y d\u1ef1ng v\u00e0 v\u1eadn h\u00e0nh c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t m\u1edbi \u0111\u00f2i h\u1ecfi nhi\u1ec1u n\u0103m, khi\u1ebfn t\u00ecnh tr\u1ea1ng khan hi\u1ebfm v\u00e0 r\u1ee7i ro ti\u1ebfp t\u1ee5c chi ph\u1ed1i m\u1ecdi giao d\u1ecbch tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n Ng\u00e0y nay, chip nh\u1edb \u0111\u00e3 tr\u1edf th\u00e0nh m\u1eb7t h\u00e0ng c\u00f3 gi\u00e1 tr\u1ecb cao, \u0111\u01b0\u1ee3c s\u0103n l\u00f9ng r\u00e1o ri\u1ebft h\u01a1n c\u1ea3 c\u00e1c kim lo\u1ea1i qu\u00fd nh\u01b0 v\u00e0ng hay b\u1ea1c. Roy Luo, ng\u01b0\u1eddi \u0111\u00e3 t\u1eeb b\u1ecf c\u00f4ng vi\u1ec7c c\u00f3 m\u1ee9c l\u01b0\u01a1ng t\u1ed1t t\u1ea1i Alibaba \u0111\u1ec3 t\u1eadp trung kinh doanh chip, \u0111\u00e3 ch\u1edd \u0111\u1ee3i c\u01a1 h\u1ed9i n\u00e0y t\u1eeb n\u0103m 2023. \u0110\u1ebfn th\u00e1ng 4\/2025, nh\u1eadn th\u1ea5y t\u00edn hi\u1ec7u th\u1ecb tr\u01b0\u1eddng r\u00f5 r\u00e0ng, anh \u0111\u00e3 quy\u1ebft \u0111\u1ecbnh t\u00edch tr\u1eef h\u00e0ng h\u00f3a thay v\u00ec lu\u00e2n chuy\u1ec3n v\u1ed1n nhanh ch\u00f3ng, k\u1ef3 v\u1ecdng gi\u00e1 s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng. Anh cho bi\u1ebft \u0111\u1ee3t s\u00f3ng n\u00e0y \u0111\u00e3 thu h\u00fat l\u01b0\u1ee3ng l\u1edbn ng\u01b0\u1eddi tham gia v\u00e0 d\u00f2ng ti\u1ec1n \u0111\u1ea7u t\u01b0 \u0111\u00e1ng k\u1ec3.<\/p>\n\n\n\n Tr\u00ean m\u1ea1ng x\u00e3 h\u1ed9i Weibo, ch\u1ee7 \u0111\u1ec1 v\u1ec1 gi\u00e1 tr\u1ecb c\u1ee7a m\u1ed9t h\u1ed9p chip nh\u1edb t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ed9t c\u0103n h\u1ed9 t\u1ea1i Th\u01b0\u1ee3ng H\u1ea3i \u0111\u00e3 l\u1ecdt v\u00e0o top t\u00ecm ki\u1ebfm. C\u1ed9ng \u0111\u1ed3ng m\u1ea1ng li\u00ean t\u1ee5c chia s\u1ebb c\u00e1c b\u1ea3ng gi\u00e1 bi\u1ebfn \u0111\u1ed9ng nhanh ch\u00f3ng, so s\u00e1nh t\u1ed1c \u0111\u1ed9 t\u0103ng gi\u00e1 c\u1ee7a chip v\u1edbi v\u00e0ng v\u00e0 b\u00e0y t\u1ecf s\u1ef1 ti\u1ebfc nu\u1ed1i khi vi\u1ec7c ch\u1eadm tr\u1ec5 m\u1ed9t ng\u00e0y c\u00f3 th\u1ec3 khi\u1ebfn chi ph\u00ed mua m\u00e1y t\u00ednh t\u0103ng th\u00eam h\u00e0ng ngh\u00ecn t\u1ec7.<\/p>\n\n\n\n Quy\u1ec1n ki\u1ec3m so\u00e1t ngu\u1ed3n cung \u0111ang d\u1ea7n chuy\u1ec3n v\u1ec1 ph\u00eda c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t. Michael Li, tr\u01b0\u1edfng nh\u00f3m cung \u1ee9ng chip t\u1ea1i SK Hynix, ti\u1ebft l\u1ed9 r\u1eb1ng gi\u00e1 c\u00e1c lo\u1ea1i chip c\u00f3 dung l\u01b0\u1ee3ng cao thay \u0111\u1ed5i h\u00e0ng ng\u00e0y v\u00e0 \u0111\u00f2i h\u1ecfi ph\u1ea3i thanh to\u00e1n ngay l\u1eadp t\u1ee9c. Li kh\u1eb3ng \u0111\u1ecbnh: “\u0110\u00e2y kh\u00f4ng c\u00f2n l\u00e0 th\u1ecb tr\u01b0\u1eddng m\u00e0 ng\u01b0\u1eddi mua c\u00f3 th\u1ec3 ch\u1ee7 \u0111\u1ed9ng”.<\/p>\n\n\n\n Tr\u01b0\u1edbc t\u00ecnh h\u00ecnh thi\u1ebfu h\u1ee5t ngu\u1ed3n ph\u00e2n ph\u1ed1i, Michael Li \u0111\u00e3 ph\u1ea3i li\u00ean h\u1ec7 v\u1edbi c\u00e1c nh\u00e0 bu\u00f4n t\u1ef1 do nh\u01b0 Roy Luo \u0111\u1ec3 t\u00ecm mua nh\u1eefng l\u00f4 chip ch\u01b0a b\u00f3c h\u1ed9p. Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i \u0111\u00f2i h\u1ecfi ngu\u1ed3n v\u1ed1n l\u1edbn, khi\u1ebfn c\u00e1c c\u00f4ng ty quy m\u00f4 nh\u1ecf kh\u00f3 c\u00f3 th\u1ec3 duy tr\u00ec ho\u1ea1t \u0111\u1ed9ng trong b\u1ed1i c\u1ea3nh gi\u00e1 c\u1ea3 bi\u1ebfn \u0111\u1ed9ng li\u00ean t\u1ee5c.<\/p>\n\n\n\n \u1ede Trung Qu\u1ed1c, chip nh\u1edb th\u01b0\u1eddng \u0111\u01b0\u1ee3c lu\u00e2n chuy\u1ec3n qua c\u00e1c kh\u00e2u trung gian v\u00e0 xu\u1ea5t kh\u1ea9u sang th\u1ecb tr\u01b0\u1eddng n\u01b0\u1edbc ngo\u00e0i, n\u01a1i c\u00f3 s\u1ee9c mua cao h\u01a1n, thay v\u00ec cung c\u1ea5p cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba.<\/p>\n\n\n\n Jerry, m\u1ed9t qu\u1ea3n l\u00fd ph\u1ea7n c\u1ee9ng t\u1ea1i c\u00f4ng ty vi\u1ec5n th\u00f4ng, cho bi\u1ebft gi\u00e1 m\u00f4-\u0111un b\u1ed9 nh\u1edb \u0111\u00e3 t\u0103ng g\u1ea5p s\u00e1u l\u1ea7n k\u1ec3 t\u1eeb th\u00e1ng 7, \u0111\u1ea1t m\u1ee9c 6.000 t\u1ec7. C\u00f4ng ty c\u1ee7a anh li\u00ean t\u1ee5c ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n cho kh\u00e1ch h\u00e0ng \u0111\u1ec3 ph\u00f9 h\u1ee3p v\u1edbi bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng. Vi\u1ec7c ch\u1ed1t gi\u00e1 tr\u01b0\u1edbc l\u00e0 g\u1ea7n nh\u01b0 kh\u00f4ng th\u1ec3. Jerry nh\u1eadn \u0111\u1ecbnh: “Trong th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i, vi\u1ec7c n\u1eafm gi\u1eef chip nh\u1edb mang l\u1ea1i l\u1ee3i nhu\u1eadn cao h\u01a1n c\u1ea3 v\u00e0ng”.<\/p>\n\n\n\n C\u00e1c d\u1ef1 \u00e1n c\u00f4ng ngh\u1ec7 c\u1ee7a ch\u00ednh ph\u1ee7 c\u0169ng ch\u1ecbu \u1ea3nh h\u01b0\u1edfng \u0111\u00e1ng k\u1ec3. Jerry chia s\u1ebb, m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y ch\u1ee7 \u0111\u00e3 ch\u1ea5p nh\u1eadn n\u1ed9p ph\u1ea1t vi ph\u1ea1m h\u1ee3p \u0111\u1ed3ng thay v\u00ec giao h\u00e0ng v\u00e0 ch\u1ecbu l\u1ed7 do gi\u00e1 chip t\u0103ng \u0111\u1ed9t bi\u1ebfn.<\/p>\n\n\n\n S\u1ef1 ph\u1ed5 bi\u1ebfn c\u1ee7a m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn DeepSeek v\u00e0o \u0111\u1ea7u n\u0103m 2025 \u0111\u00e3 th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 m\u00e1y ch\u1ee7 AI. Jerry gi\u1ea3i th\u00edch r\u1eb1ng Nvidia \u0111\u00e3 ti\u00eau th\u1ee5 m\u1ed9t l\u01b0\u1ee3ng b\u1ed9 nh\u1edb kh\u1ed5ng l\u1ed3, khi\u1ebfn c\u00e1c c\u00f4ng ty nh\u01b0 Google v\u00e0 c\u00e1c h\u00e3ng n\u1ed9i \u0111\u1ecba ph\u1ea3i c\u1ea1nh tranh gay g\u1eaft \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung.<\/p>\n\n\n\n C\u00e1c nh\u00e0 cung c\u1ea5p to\u00e0n c\u1ea7u \u0111ang \u01b0u ti\u00ean \u0111\u01a1n h\u00e0ng cho kh\u00e1ch h\u00e0ng chi\u1ebfn l\u01b0\u1ee3c, bu\u1ed9c c\u00e1c b\u00ean mua nh\u1ecf l\u1ebb ph\u1ea3i t\u00ecm \u0111\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip n\u1ed9i \u0111\u1ecba nh\u01b0 ChangXin (CXMT) hay YMTC. M\u1eb7c d\u00f9 c\u00f3 nh\u1eefng lo ng\u1ea1i v\u1ec1 \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh, Jerry th\u1eeba nh\u1eadn c\u00e1c doanh nghi\u1ec7p kh\u00f4ng c\u00f2n l\u1ef1a ch\u1ecdn n\u00e0o kh\u00e1c ngo\u00e0i vi\u1ec7c ch\u1ea5p nh\u1eadn r\u1ee7i ro \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o c\u00f3 h\u00e0ng.<\/p>\n\n\n\n C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip n\u1ed9i \u0111\u1ecba c\u0169ng \u0111\u00e3 th\u1eaft ch\u1eb7t c\u00e1c \u0111i\u1ec1u kho\u1ea3n, y\u00eau c\u1ea7u thanh to\u00e1n ngay l\u1eadp t\u1ee9c thay v\u00ec ch\u1ea5p nh\u1eadn c\u00f4ng n\u1ee3 nh\u01b0 tr\u01b0\u1edbc. Trong m\u1ed9t h\u1ee3p \u0111\u1ed3ng tr\u1ecb gi\u00e1 20 tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7 cu\u1ed1i n\u0103m ngo\u00e1i, gi\u00e1 chip t\u0103ng g\u1ea5p 3-4 l\u1ea7n \u0111\u00e3 khi\u1ebfn kh\u00e1ch h\u00e0ng b\u1ea5t ng\u1edd, nh\u01b0ng v\u1eabn bu\u1ed9c ph\u1ea3i \u0111\u1ed3ng \u00fd.<\/p>\n\n\n\n Zack, m\u1ed9t chuy\u00ean gia trong ng\u00e0nh chip, cho bi\u1ebft nhi\u1ec1u kh\u00e1ch h\u00e0ng \u0111ang bu\u1ed9c ph\u1ea3i h\u1ee7y b\u1ecf k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u ho\u1eb7c thu h\u1eb9p quy m\u00f4 d\u1ef1 \u00e1n AI do chi ph\u00ed qu\u00e1 cao. \u00d4ng kh\u1eb3ng \u0111\u1ecbnh r\u1eb1ng th\u1eddi k\u1ef3 chip gi\u00e1 r\u1ebb \u0111\u00e3 k\u1ebft th\u00fac v\u00e0 d\u1ef1 \u0111o\u00e1n: “Gi\u00e1 chip s\u1ebd duy tr\u00ec \u1edf m\u1ee9c cao trong nhi\u1ec1u n\u0103m t\u1edbi, v\u00ec ch\u00fang \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t t\u00e0i nguy\u00ean n\u1ec1n t\u1ea3ng kh\u00f4ng th\u1ec3 thi\u1ebfu, t\u01b0\u01a1ng t\u1ef1 nh\u01b0 \u0111i\u1ec7n hay b\u0103ng th\u00f4ng”.<\/p>\n\n\n\n \u0110\u1ec3 kh\u00f4ng b\u1ecf l\u1ee1 nh\u1eefng th\u00f4ng tin c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t v\u00e0 c\u1eadp nh\u1eadt xu h\u01b0\u1edbng th\u1ecb tr\u01b0\u1eddng, h\u00e3y lu\u00f4n theo d\u00f5i Phong V\u0169 Tech News<\/a>.<\/p>\n\n\n\n Ngu\u1ed3n: VnExpress<\/a><\/i><\/p>\n\n\n\n B\u00e0i vi\u1ebft li\u00ean quan:<\/b><\/p>\n\n\n\n PV Tech News – Th\u1ecb tr\u01b0\u1eddng chip nh\u1edb to\u00e0n c\u1ea7u \u0111ang ch\u1ee9ng ki\u1ebfn s\u1ef1 t\u0103ng gi\u00e1 k\u1ef7 l\u1ee5c, bi\u1ebfn c\u00e1c linh ki\u1ec7n n\u00e0y th\u00e0nh t\u00e0i s\u1ea3n qu\u00fd gi\u00e1 h\u01a1n v\u00e0ng, \u0111\u1eb7c bi\u1ec7t do nhu c\u1ea7u t\u1eeb AI. T\u1ea1i trung t\u00e2m c\u00f4ng ngh\u1ec7 Th\u00e2m Quy\u1ebfn, c\u00e1c giao d\u1ecbch mua b\u00e1n \u0111i\u1ec7n tho\u1ea1i ch\u1edbp nho\u00e1ng di\u1ec5n ra […]<\/p>\n","protected":false},"author":42,"featured_media":166662,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false},"categories":[74,1864,4392],"tags":[],"_links":{"self":[{"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/posts\/166646"}],"collection":[{"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/users\/42"}],"replies":[{"embeddable":true,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/comments?post=166646"}],"version-history":[{"count":2,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/posts\/166646\/revisions"}],"predecessor-version":[{"id":166663,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/posts\/166646\/revisions\/166663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/media\/166662"}],"wp:attachment":[{"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/media?parent=166646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/categories?post=166646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/phongvu.vn\/cong-nghe\/wp-json\/wp\/v2\/tags?post=166646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"L\u00e0n](\"https:\/\/phongvu.vn\/cong-nghe\/wp-content\/uploads\/2026\/02\/thi-truong-chip-nho-khi-linh-kien-cong-nghe.jpg\" "\\"\\"")
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