{"id":171580,"date":"2026-06-18T14:13:11","date_gmt":"2026-06-18T07:13:11","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=171580"},"modified":"2026-06-18T14:34:03","modified_gmt":"2026-06-18T07:34:03","slug":"thi-truong-ssd-ban-le-gan-nhu-bien-mat-vi-khan-hiem-nand","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/thi-truong-ssd-ban-le-gan-nhu-bien-mat-vi-khan-hiem-nand\/","title":{"rendered":"Theo Silicon Motion: Th\u1ecb tr\u01b0\u1eddng SSD b\u00e1n l\u1ebb “g\u1ea7n nh\u01b0 bi\u1ebfn m\u1ea5t” v\u00ec khan hi\u1ebfm NAND"},"content":{"rendered":"\n

PV Tech News – Ph\u00f3 Ch\u1ee7 t\u1ecbch Silicon Motion cho bi\u1ebft th\u1ecb tr\u01b0\u1eddng SSD b\u00e1n l\u1ebb g\u1ea7n nh\u01b0 bi\u1ebfn m\u1ea5t khi nh\u00e0 s\u1ea3n xu\u1ea5t NAND \u01b0u ti\u00ean ngu\u1ed3n cung cho trung t\u00e2m d\u1eef li\u1ec7u AI, bu\u1ed9c c\u00e1c h\u00e3ng PC nh\u01b0 Acer, Asus, Dell, HP ph\u1ea3i chuy\u1ec3n sang mua \u1ed5 c\u1ee9ng t\u1eeb nh\u00e0 s\u1ea3n xu\u1ea5t module thay v\u00ec \u0111\u1eb7t h\u00e0ng tr\u1ef1c ti\u1ebfp.<\/strong><\/p>\n\n\n\n

C\u01a1n kh\u00e1t b\u1ed9 nh\u1edb ph\u1ee5c v\u1ee5 AI ti\u1ebfp t\u1ee5c x\u00e1o tr\u1ed9n chu\u1ed7i cung \u1ee9ng SSD trong n\u0103m 2026. Khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb d\u1ed3n n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t cho m\u1ea3ng trung t\u00e2m d\u1eef li\u1ec7u, gi\u00e1 SSD ti\u00eau d\u00f9ng leo thang li\u00ean t\u1ee5c qua t\u1eebng qu\u00fd, k\u00e9o theo s\u1ee9c mua t\u1ea1i k\u00eanh b\u00e1n l\u1ebb s\u1ee5t gi\u1ea3m r\u00f5 r\u1ec7t. T\u1ea1i s\u1ef1 ki\u1ec7n Computex 2026, \u00f4ng Nelson Duann, Ph\u00f3 Ch\u1ee7 t\u1ecbch Silicon Motion – m\u1ed9t trong nh\u1eefng nh\u00e0 ph\u00e1t tri\u1ec3n controller SSD l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, \u0111\u00e3 chia s\u1ebb m\u1ed9t th\u1ef1c tr\u1ea1ng \u0111\u00e1ng ch\u00fa \u00fd c\u1ee7a ng\u00e0nh: k\u00eanh b\u00e1n l\u1ebb \u1ed5 c\u1ee9ng SSD hi\u1ec7n ch\u1ec9 c\u00f2n chi\u1ebfm t\u1ef7 tr\u1ecdng r\u1ea5t nh\u1ecf trong t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5.<\/p>\n\n\n\n

“Th\u1ecb tr\u01b0\u1eddng SSD b\u00e1n l\u1ebb g\u1ea7n nh\u01b0 \u0111\u00e3 bi\u1ebfn m\u1ea5t” – Nelson Duann, Ph\u00f3 Ch\u1ee7 t\u1ecbch Silicon Motion, n\u00f3i trong cu\u1ed9c ph\u1ecfng v\u1ea5n. Theo \u00f4ng, ph\u1ea7n l\u1edbn controller m\u00e0 c\u00f4ng ty cung c\u1ea5p cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t module hi\u1ec7n nay kh\u00f4ng c\u00f2n ph\u1ee5c v\u1ee5 ng\u01b0\u1eddi d\u00f9ng c\u00e1 nh\u00e2n mua l\u1ebb nh\u01b0 tr\u01b0\u1edbc, m\u00e0 ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c l\u1eafp v\u00e0o c\u00e1c l\u00f4 SSD xu\u1ea5t th\u1eb3ng cho c\u00e1c h\u00e3ng PC. Nguy\u00ean nh\u00e2n n\u1eb1m \u1edf ch\u1ed7 nh\u1eefng h\u00e3ng m\u00e1y t\u00ednh n\u00e0y kh\u00f4ng c\u00f2n nh\u1eadn \u0111\u1ee7 NAND tr\u1ef1c ti\u1ebfp t\u1eeb nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb, bu\u1ed9c h\u1ecd ph\u1ea3i t\u00ecm ngu\u1ed3n cung thay th\u1ebf t\u1eeb c\u00e1c module maker.<\/p>\n\n\n\n

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\u00d4ng Nelson Duann, Ph\u00f3 Ch\u1ee7 t\u1ecbch Silicon Motion, chia s\u1ebb v\u1ec1 th\u1ecb tr\u01b0\u1eddng SSD b\u00e1n l\u1ebb (Ngu\u1ed3n: Tom’s Hardware)<\/em><\/figcaption><\/figure>\n\n\n\n

S\u1ef1 d\u1ecbch chuy\u1ec3n n\u00e0y b\u1eaft ngu\u1ed3n t\u1eeb quy\u1ebft \u0111\u1ecbnh ph\u00e2n b\u1ed5 ngu\u1ed3n cung c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t NAND. Khi nhu c\u1ea7u h\u1ea1 t\u1ea7ng AI t\u0103ng v\u1ecdt, ph\u1ea7n l\u1edbn s\u1ea3n l\u01b0\u1ee3ng NAND \u0111\u01b0\u1ee3c \u01b0u ti\u00ean chuy\u1ec3n sang ph\u1ee5c v\u1ee5 c\u00e1c s\u1ea3n ph\u1ea9m l\u01b0u tr\u1eef cho server v\u00e0 data center, thay v\u00ec ph\u00e2n kh\u00fac PC v\u00e0 thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng ph\u1ed5 th\u00f4ng nh\u01b0 tr\u01b0\u1edbc. H\u1ec7 qu\u1ea3 l\u00e0 nh\u1eefng t\u00ean tu\u1ed5i l\u1edbn trong ng\u00e0nh PC nh\u01b0 Acer, Asus, Dell v\u00e0 HP r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng thi\u1ebfu ngu\u1ed3n NAND ho\u1eb7c SSD \u0111\u1eb7t h\u00e0ng tr\u1ef1c ti\u1ebfp v\u00e0 ph\u1ea3i t\u00ecm \u0111\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t module \u0111\u1ec3 b\u00f9 \u0111\u1eafp ph\u1ea7n thi\u1ebfu h\u1ee5t n\u00e0y.<\/p>\n\n\n\n

Vai tr\u00f2 c\u1ee7a module maker c\u0169ng thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 trong giai \u0111o\u1ea1n n\u00e0y. Tr\u01b0\u1edbc \u0111\u00e2y, nh\u00f3m doanh nghi\u1ec7p n\u00e0y ch\u1ee7 y\u1ebfu ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng b\u00e1n l\u1ebb, s\u1ea3n xu\u1ea5t c\u00e1c d\u00f2ng SSD aftermarket v\u1edbi hi\u1ec7u n\u0103ng v\u00e0 kh\u1ea3 n\u0103ng t\u1ea3n nhi\u1ec7t \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u cho ng\u01b0\u1eddi d\u00f9ng cu\u1ed1i. T\u1eeb cu\u1ed1i n\u0103m 2025 \u0111\u1ebfn nay, nhu c\u1ea7u t\u1eeb ph\u00eda c\u00e1c h\u00e3ng PC t\u0103ng m\u1ea1nh \u0111\u00e3 khi\u1ebfn ph\u1ea7n l\u1edbn s\u1ea3n l\u01b0\u1ee3ng c\u1ee7a module maker chuy\u1ec3n h\u01b0\u1edbng ph\u1ee5c v\u1ee5 tr\u1ef1c ti\u1ebfp nh\u00f3m kh\u00e1ch h\u00e0ng OEM, thay v\u00ec duy tr\u00ec t\u1ef7 tr\u1ecdng l\u1edbn cho k\u00eanh b\u00e1n l\u1ebb nh\u01b0 giai \u0111o\u1ea1n tr\u01b0\u1edbc.<\/p>\n\n\n\n

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C\u00e1c h\u00e3ng PC OEM chuy\u1ec3n sang mua SSD t\u1eeb nh\u00e0 s\u1ea3n xu\u1ea5t module thay v\u00ec \u0111\u1eb7t h\u00e0ng tr\u1ef1c ti\u1ebfp (Ngu\u1ed3n: Tom’s Hardware)<\/em><\/figcaption><\/figure>\n\n\n\n

Vi\u1ec7c t\u00e1i ph\u00e2n b\u1ed5 ngu\u1ed3n cung NAND t\u1ea1o ra 2 chi\u1ec1u t\u00e1c \u0111\u1ed9ng r\u00f5 r\u1ec7t trong ng\u00e0nh l\u01b0u tr\u1eef. V\u1edbi nh\u1eefng nh\u00e0 ph\u00e1t tri\u1ec3n controller \u0111\u1ed9c l\u1eadp nh\u01b0 Phison hay Silicon Motion, \u0111\u00e2y l\u1ea1i l\u00e0 c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng khi nhu c\u1ea7u \u1ed5 c\u1ee9ng c\u1ea5p doanh nghi\u1ec7p v\u00e0 server li\u00ean t\u1ee5c t\u0103ng cao, trong khi s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u1edf ph\u00e2n kh\u00fac kh\u00e1ch h\u00e0ng c\u00e1 nh\u00e2n kh\u00f4ng h\u1eb3n s\u1ee5t gi\u1ea3m v\u1ec1 s\u1ed1 l\u01b0\u1ee3ng \u0111\u01a1n v\u1ecb b\u00e1n ra. Ng\u01b0\u1ee3c l\u1ea1i, k\u00eanh ph\u00e2n ph\u1ed1i b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng, n\u01a1i ng\u01b0\u1eddi d\u00f9ng t\u1eebng c\u00f3 th\u1ec3 ch\u1ecdn mua tr\u1ef1c ti\u1ebfp c\u00e1c d\u00f2ng SSD aftermarket \u0111a d\u1ea1ng, \u0111ang b\u1ecb thu h\u1eb9p \u0111\u00e1ng k\u1ec3 v\u1ec1 quy m\u00f4 v\u00e0 l\u1ef1a ch\u1ecdn s\u1ea3n ph\u1ea9m.<\/p>\n\n\n\n

Tham kh\u1ea3o m\u1ed9t s\u1ed1 d\u00f2ng SSD n\u1ed5i b\u1eadt \u0111ang c\u00f3 t\u1ea1i Phong V\u0169<\/a><\/p>\n\n\n\n

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Di\u1ec5n bi\u1ebfn t\u1ea1i th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf c\u0169ng ph\u1ea3n \u00e1nh ph\u1ea7n n\u00e0o th\u1ef1c tr\u1ea1ng t\u1ea1i Vi\u1ec7t Nam, khi gi\u00e1 SSD v\u00e0 RAM trong n\u01b0\u1edbc th\u1eddi gian qua li\u00ean t\u1ee5c \u0111i\u1ec1u ch\u1ec9nh t\u0103ng theo xu h\u01b0\u1edbng chung c\u1ee7a ng\u00e0nh b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. V\u1edbi ng\u01b0\u1eddi d\u00f9ng \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch n\u00e2ng c\u1ea5p ho\u1eb7c x\u00e2y d\u1ef1ng PC m\u1edbi, vi\u1ec7c theo s\u00e1t di\u1ec5n bi\u1ebfn ngu\u1ed3n cung linh ki\u1ec7n s\u1ebd gi\u00fap \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh mua s\u1eafm h\u1ee3p l\u00fd h\u01a1n trong giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng c\u00f2n nhi\u1ec1u bi\u1ebfn \u0111\u1ed9ng. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News<\/a> <\/strong>\u0111\u1ec3 c\u1eadp nh\u1eadt nh\u1eefng th\u00f4ng tin m\u1edbi nh\u1ea5t v\u1ec1 th\u1ecb tr\u01b0\u1eddng linh ki\u1ec7n c\u00f4ng ngh\u1ec7.<\/p>\n\n\n\n

Ngu\u1ed3n:<\/em> <\/em>Tom’s Hardware<\/em><\/a><\/p>\n\n\n\n

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