{"id":172259,"date":"2026-07-01T08:00:00","date_gmt":"2026-07-01T01:00:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=172259"},"modified":"2026-06-30T15:42:35","modified_gmt":"2026-06-30T08:42:35","slug":"con-khat-chip-nho-bung-no-tren-toan-cau-duoi-lan-song-ai","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/con-khat-chip-nho-bung-no-tren-toan-cau-duoi-lan-song-ai\/","title":{"rendered":"C\u01a1n kh\u00e1t chip nh\u1edb b\u00f9ng n\u1ed5 tr\u00ean to\u00e0n c\u1ea7u d\u01b0\u1edbi l\u00e0n s\u00f3ng AI"},"content":{"rendered":"\n

PV Tech News – AI \u0111ang t\u1ea1o ra cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip nh\u1edb to\u00e0n c\u1ea7u khi ngu\u1ed3n cung DRAM v\u00e0 NAND tr\u1edf n\u00ean khan hi\u1ebfm. Gi\u00e1 smartphone, laptop, PC v\u00e0 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o ti\u1ebfp t\u1ee5c t\u0103ng \u0111\u1ebfn n\u0103m 2028. <\/strong><\/p>\n\n\n\n

I. C\u01a1n kh\u00e1t chip nh\u1edb b\u00f9ng n\u1ed5 trong l\u00e0n s\u00f3ng AI<\/strong><\/h2>\n\n\n\n

S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) \u0111ang t\u1ea1o ra m\u1ed9t “c\u01a1n kh\u00e1t” chip nh\u1edb ch\u01b0a t\u1eebng c\u00f3 trong l\u1ecbch s\u1eed ng\u00e0nh b\u00e1n d\u1eabn. T\u1eeb m\u1ed9t th\u1ecb tr\u01b0\u1eddng t\u1eebng d\u01b0 th\u1eeba ngu\u1ed3n cung v\u00e0 li\u00ean t\u1ee5c gi\u1ea3m gi\u00e1, DRAM v\u00e0 NAND Flash nay tr\u1edf th\u00e0nh t\u00e0i nguy\u00ean khan hi\u1ebfm, khi\u1ebfn h\u00e0ng lo\u1ea1t h\u00e3ng c\u00f4ng ngh\u1ec7 l\u1edbn bu\u1ed9c ph\u1ea3i t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m.<\/p>\n\n\n\n

\"Thi\u1ebfu
Thi\u1ebfu h\u1ee5t chip nh\u1edb to\u00e0n c\u1ea7u khi\u1ebfn nhi\u1ec1u h\u00e3ng c\u00f4ng ngh\u1ec7 l\u1edbn bu\u1ed9c ph\u1ea3i t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Ch\u1ec9 trong v\u00e0i th\u00e1ng, h\u00e0ng lo\u1ea1t t\u00ean tu\u1ed5i nh\u01b0 Apple, Microsoft, Dell, HP, Lenovo, Samsung hay Xiaomi \u0111\u1ec1u \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n ho\u1eb7c c\u1ea5u h\u00ecnh s\u1ea3n ph\u1ea9m do chi ph\u00ed b\u1ed9 nh\u1edb t\u0103ng v\u1ecdt. Nhi\u1ec1u chuy\u00ean gia nh\u1eadn \u0111\u1ecbnh \u0111\u00e2y kh\u00f4ng c\u00f2n l\u00e0 bi\u1ebfn \u0111\u1ed9ng chu k\u1ef3 th\u00f4ng th\u01b0\u1eddng m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t cu\u1ed9c kh\u1ee7ng ho\u1ea3ng ngu\u1ed3n cung to\u00e0n c\u1ea7u do AI th\u00fac \u0111\u1ea9y.<\/p>\n\n\n\n

II. AI \u0111ang “nu\u1ed1t tr\u1ecdn” ngu\u1ed3n cung chip nh\u1edb to\u00e0n c\u1ea7u<\/strong><\/h2>\n\n\n\n

Trong nhi\u1ec1u n\u0103m, chip nh\u1edb DRAM v\u00e0 NAND Flash ch\u1ee7 y\u1ebfu ph\u1ee5c v\u1ee5 smartphone<\/a>, laptop<\/a>, m\u00e1y t\u00ednh \u0111\u1ec3 b\u00e0n<\/a>, m\u00e1y ch\u1ee7 doanh nghi\u1ec7p v\u00e0 nhi\u1ec1u thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Nh\u1edd c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t ng\u00e0y c\u00e0ng ho\u00e0n thi\u1ec7n, gi\u00e1 b\u1ed9 nh\u1edb li\u00ean t\u1ee5c gi\u1ea3m v\u00e0 ngu\u1ed3n cung lu\u00f4n \u1edf tr\u1ea1ng th\u00e1i d\u1ed3i d\u00e0o.<\/p>\n\n\n\n

Tuy nhi\u00ean, m\u1ecdi th\u1ee9 thay \u0111\u1ed5i khi AI<\/a> b\u01b0\u1edbc sang giai \u0111o\u1ea1n ph\u00e1t tri\u1ec3n m\u1edbi. C\u00e1c m\u00f4 h\u00ecnh AI hi\u1ec7n \u0111\u1ea1i nh\u01b0 ChatGPT, Claude hay Gemini kh\u00f4ng ch\u1ec9 x\u1eed l\u00fd d\u1eef li\u1ec7u m\u00e0 c\u00f2n th\u1ef1c hi\u1ec7n suy lu\u1eadn (Reasoning AI), \u0111\u00f2i h\u1ecfi dung l\u01b0\u1ee3ng b\u1ed9 nh\u1edb l\u1edbn h\u01a1n r\u1ea5t nhi\u1ec1u. \u0110i\u1ec1u n\u00e0y khi\u1ebfn c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI tr\u00ean to\u00e0n c\u1ea7u c\u1ea7n l\u01b0\u1ee3ng chip nh\u1edb kh\u1ed5ng l\u1ed3 \u0111\u1ec3 v\u1eadn h\u00e0nh. N\u1ebfu CPU \u0111\u01b0\u1ee3c v\u00ed nh\u01b0 “b\u1ed9 n\u00e3o” c\u1ee7a h\u1ec7 th\u1ed1ng th\u00ec b\u1ed9 nh\u1edb ch\u00ednh l\u00e0 n\u01a1i l\u01b0u tr\u1eef v\u00e0 cung c\u1ea5p d\u1eef li\u1ec7u li\u00ean t\u1ee5c cho b\u1ed9 x\u1eed l\u00fd. Khi AI ng\u00e0y c\u00e0ng ph\u1ee9c t\u1ea1p, nhu c\u1ea7u v\u1ec1 b\u1ed9 nh\u1edb c\u0169ng t\u0103ng theo c\u1ea5p s\u1ed1 nh\u00e2n.<\/p>\n\n\n\n

\"C\u00e1c
C\u00e1c m\u00f4 h\u00ecnh AI hi\u1ec7n \u0111\u1ea1i \u0111\u00e3 th\u00e2u t\u00f3m g\u1ea7n nh\u01b0 to\u00e0n b\u1ed9 l\u01b0\u1ee3ng chip nh\u1edb (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

\u0110\u1eb7c bi\u1ec7t, c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u hi\u1ec7n nay \u01b0u ti\u00ean s\u1eed d\u1ee5ng HBM (High Bandwidth Memory) \u2013 lo\u1ea1i b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng<\/a> cao \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf ri\u00eang cho AI. So v\u1edbi DRAM truy\u1ec1n th\u1ed1ng, HBM c\u00f3 hi\u1ec7u n\u0103ng v\u01b0\u1ee3t tr\u1ed9i nh\u01b0ng c\u0169ng mang l\u1ea1i bi\u00ean l\u1ee3i nhu\u1eadn l\u1edbn h\u01a1n cho nh\u00e0 s\u1ea3n xu\u1ea5t. Ch\u00ednh v\u00ec v\u1eady, c\u00e1c h\u00e3ng b\u00e1n d\u1eabn \u0111\u00e3 chuy\u1ec3n ph\u1ea7n l\u1edbn n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t sang HBM, \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c s\u1ea3n l\u01b0\u1ee3ng DRAM v\u00e0 NAND ph\u1ed5 th\u00f4ng b\u1ecb c\u1eaft gi\u1ea3m \u0111\u00e1ng k\u1ec3.<\/p>\n\n\n\n

III. Apple v\u00e0 nhi\u1ec1u \u00f4ng l\u1edbn c\u00f4ng ngh\u1ec7 \u0111\u1ed3ng lo\u1ea1t t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m<\/strong><\/h2>\n\n\n\n

M\u1ed9t trong nh\u1eefng minh ch\u1ee9ng r\u00f5 nh\u1ea5t cho cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip nh\u1edb l\u00e0 \u0111\u1ed9ng th\u00e1i t\u0103ng gi\u00e1 c\u1ee7a Apple. H\u00e3ng \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 g\u1ea7n nh\u01b0 to\u00e0n b\u1ed9 danh m\u1ee5c s\u1ea3n ph\u1ea9m, ngo\u1ea1i tr\u1eeb iPhone<\/a>, Apple Watch <\/a>v\u00e0 AirPods<\/a>, v\u1edbi m\u1ee9c t\u0103ng t\u1eeb 15-25%<\/strong>. Theo Apple, nguy\u00ean nh\u00e2n ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb chi ph\u00ed chip nh\u1edb leo thang.<\/p>\n\n\n\n

CEO Tim Cook th\u1eadm ch\u00ed m\u00f4 t\u1ea3 t\u00ecnh h\u00ecnh hi\u1ec7n nay gi\u1ed1ng nh\u01b0 “m\u1ed9t tr\u1eadn l\u1ee5t tr\u0103m n\u0103m m\u1edbi c\u00f3 m\u1ed9t”, \u0111\u1ed3ng th\u1eddi cho bi\u1ebft \u00f4ng ch\u01b0a t\u1eebng ch\u1ee9ng ki\u1ebfn bi\u1ebfn \u0111\u1ed9ng n\u00e0o t\u01b0\u01a1ng t\u1ef1 trong h\u01a1n 40 n\u0103m l\u00e0m vi\u1ec7c trong ng\u00e0nh c\u00f4ng ngh\u1ec7. Gi\u1edbi truy\u1ec1n th\u00f4ng ph\u01b0\u01a1ng T\u00e2y c\u00f2n \u0111\u1eb7t t\u00ean cho cu\u1ed9c kh\u1ee7ng ho\u1ea3ng n\u00e0y l\u00e0 “RAMageddon” \u2013 c\u00e1ch ch\u01a1i ch\u1eef gi\u1eefa RAM v\u00e0 Armageddon (ng\u00e0y t\u1eadn th\u1ebf), nh\u1eb1m m\u00f4 t\u1ea3 m\u1ee9c \u0111\u1ed9 nghi\u00eam tr\u1ecdng c\u1ee7a s\u1ef1 thi\u1ebfu h\u1ee5t b\u1ed9 nh\u1edb.<\/p>\n\n\n\n

\"Nhi\u1ec1u
Nhi\u1ec1u h\u00e3ng smartphone l\u1edbn bu\u1ed9c ph\u1ea3i t\u0103ng gi\u00e1 s\u1ea3n ph\u1ea9m do nhu c\u1ea7u chip nh\u1edb khan hi\u1ebfm khi\u1ebfn gi\u00e1 th\u00e0nh t\u0103ng cao (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Kh\u00f4ng ch\u1ec9 Apple, nhi\u1ec1u h\u00e3ng c\u00f4ng ngh\u1ec7 kh\u00e1c c\u0169ng l\u1ea7n l\u01b0\u1ee3t \u0111i\u1ec1u ch\u1ec9nh chi\u1ebfn l\u01b0\u1ee3c kinh doanh:<\/p>\n\n\n\n