{"id":173747,"date":"2026-07-07T16:28:24","date_gmt":"2026-07-07T09:28:24","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=173747"},"modified":"2026-07-07T16:28:28","modified_gmt":"2026-07-07T09:28:28","slug":"samsung-co-the-lap-ky-luc-loi-nhuan-moi","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/samsung-co-the-lap-ky-luc-loi-nhuan-moi\/","title":{"rendered":"Samsung l\u1eadp k\u1ef7 l\u1ee5c l\u1ee3i nhu\u1eadn m\u1edbi, qu\u00fd II c\u00f3 th\u1ec3 v\u01b0\u1ee3t c\u1ea3 NVIDIA"},"content":{"rendered":"\n

PV Tech News \u2013 Samsung d\u1ef1 ki\u1ebfn \u0111\u1ea1t kho\u1ea3ng 200 t\u1ef7 USD l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng trong n\u0103m 2026, v\u01b0\u1ee3t t\u1ed5ng l\u1ee3i nhu\u1eadn c\u1ed9ng d\u1ed3n h\u01a1n 40 n\u0103m l\u00e0m b\u00e1n d\u1eabn. Ri\u00eang qu\u00fd II, h\u00e3ng c\u00f3 th\u1ec3 v\u01b0\u1ee3t c\u1ea3 NVIDIA nh\u1edd gi\u00e1 chip nh\u1edb ph\u1ee5c v\u1ee5 AI t\u0103ng li\u00ean t\u1ee5c.<\/strong><\/p>\n\n\n\n

Samsung \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn ch\u01b0a t\u1eebng c\u00f3 trong l\u1ecbch s\u1eed c\u1ee7a ng\u00e0nh b\u00e1n d\u1eabn. Theo s\u1ed1 li\u1ec7u \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1, l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng qu\u00fd I\/2026 c\u1ee7a h\u00e3ng \u0111\u1ea1t kho\u1ea3ng 57,2 ngh\u00ecn t\u1ef7 won, t\u0103ng t\u1edbi 756% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. \u0110\u00e1ng ch\u00fa \u00fd, g\u1ea7n 94% m\u1ee9c t\u0103ng n\u00e0y \u0111\u1ebfn t\u1eeb m\u1ea3ng chip nh\u1edb, kh\u00f4ng ph\u1ea3i \u0111i\u1ec7n tho\u1ea1i hay thi\u1ebft b\u1ecb gia d\u1ee5ng nh\u01b0 nhi\u1ec1u ng\u01b0\u1eddi v\u1eabn m\u1eb7c \u0111\u1ecbnh. B\u01b0\u1edbc sang qu\u00fd II, gi\u1edbi ph\u00e2n t\u00edch d\u1ef1 b\u00e1o con s\u1ed1 n\u00e0y c\u00f3 th\u1ec3 ch\u1ea1m m\u1ed1c 84,6 – 86 ngh\u00ecn t\u1ef7 won, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 55 – 56 t\u1ef7 USD. \u0110\u00e2y l\u00e0 m\u1ee9c \u0111\u1ee7 \u0111\u1ec3 v\u01b0\u1ee3t qua l\u1ee3i nhu\u1eadn 53,54 t\u1ef7 USD m\u00e0 NVIDIA ghi nh\u1eadn trong qu\u00fd I c\u00f9ng n\u0103m, m\u1ed9t c\u1ed9t m\u1ed1c hi\u1ebfm hoi \u0111\u1ed1i v\u1edbi m\u1ed9t h\u00e3ng s\u1ea3n xu\u1ea5t chip nh\u1edb.<\/p>\n\n\n\n

T\u00ednh chung c\u1ea3 n\u0103m 2026, Samsung \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o \u0111\u1ea1t kho\u1ea3ng 300 ngh\u00ecn t\u1ef7 won l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 200 t\u1ef7 USD. Con s\u1ed1 n\u00e0y v\u01b0\u1ee3t t\u1ed5ng l\u1ee3i nhu\u1eadn c\u1ed9ng d\u1ed3n c\u1ee7a h\u00e3ng trong h\u01a1n b\u1ed1n th\u1eadp k\u1ef7 theo \u0111u\u1ed5i ng\u00e0nh b\u00e1n d\u1eabn. N\u00f3i c\u00e1ch kh\u00e1c, ch\u1ec9 trong m\u01b0\u1eddi hai th\u00e1ng, Samsung c\u00f3 th\u1ec3 ki\u1ebfm \u0111\u01b0\u1ee3c nhi\u1ec1u h\u01a1n t\u1ed5ng s\u1ed1 nh\u1eefng g\u00ec \u0111\u00e3 t\u00edch l\u0169y su\u1ed1t b\u1ed1n m\u01b0\u01a1i n\u0103m tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n\n\n\n

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Bi\u1ec3u \u0111\u1ed3 l\u1ee3i nhu\u1eadn Samsung t\u0103ng m\u1ea1nh theo t\u1eebng qu\u00fd n\u0103m 2026 (Ngu\u1ed3n: Bloomberg)<\/em><\/figcaption><\/figure>\n\n\n\n

\u0110\u1ed9ng l\u1ef1c ph\u00eda sau \u0111\u00e0 t\u0103ng n\u00e0y n\u1eb1m \u1edf nhu c\u1ea7u chip nh\u1edb ph\u1ee5c v\u1ee5 AI. C\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI c\u1ea7n l\u01b0\u1ee3ng l\u1edbn HBM (High Bandwidth Memory), DRAM v\u00e0 NAND \u0111\u1ec3 x\u1eed l\u00fd kh\u1ed1i l\u01b0\u1ee3ng t\u00ednh to\u00e1n kh\u1ed5ng l\u1ed3, k\u00e9o gi\u00e1 c\u00e1c d\u00f2ng chip n\u00e0y t\u0103ng li\u00ean t\u1ee5c qua t\u1eebng qu\u00fd. Gi\u00e1 DRAM t\u0103ng kho\u1ea3ng 90% trong qu\u00fd I so v\u1edbi qu\u00fd IV\/2025, sau \u0111\u00f3 ti\u1ebfp t\u1ee5c t\u0103ng th\u00eam 50 – 60% trong qu\u00fd II. Ri\u00eang d\u00f2ng LPDDR5X 12GB, th\u01b0\u1eddng d\u00f9ng trong laptop v\u00e0 \u0111i\u1ec7n tho\u1ea1i cao c\u1ea5p, \u0111\u00e3 t\u0103ng gi\u00e1 g\u1ea7n g\u1ea5p ba l\u1ea7n k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m 2025. Vi\u1ec7c \u0111\u00e0m ph\u00e1n t\u0103ng gi\u00e1 DRAM th\u00eam kho\u1ea3ng 20% cho qu\u00fd III c\u0169ng \u0111ang \u0111\u01b0\u1ee3c c\u00e1c b\u00ean t\u00ednh \u0111\u1ebfn, cho th\u1ea5y chu k\u1ef3 t\u0103ng gi\u00e1 ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u d\u1eebng l\u1ea1i.<\/p>\n\n\n\n

Ngu\u1ed3n cung kh\u00f3 b\u1eaft k\u1ecbp t\u1ed1c \u0111\u1ed9 t\u0103ng c\u1ee7a nhu c\u1ea7u l\u00e0 nguy\u00ean nh\u00e2n ch\u00ednh khi\u1ebfn gi\u00e1 chip nh\u1edb neo cao trong th\u1eddi gian d\u00e0i. Samsung v\u00e0 SK hynix \u0111\u00e3 c\u00f4ng b\u1ed1 kho\u1ea3n \u0111\u1ea7u t\u01b0 t\u1ed5ng c\u1ed9ng kho\u1ea3ng 800 t\u1ef7 USD \u0111\u1ec3 m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, nh\u01b0ng ph\u1ea7n l\u1edbn s\u1ea3n l\u01b0\u1ee3ng b\u1ed5 sung ch\u1ec9 c\u00f3 th\u1ec3 \u0111i v\u00e0o v\u1eadn h\u00e0nh t\u1eeb kho\u1ea3ng n\u0103m 2033. Kho\u1ea3ng c\u00e1ch gi\u1eefa th\u1eddi \u0111i\u1ec3m \u0111\u1ea7u t\u01b0 v\u00e0 th\u1eddi \u0111i\u1ec3m c\u00f3 s\u1ea3n l\u01b0\u1ee3ng th\u1ef1c t\u1ebf t\u1ea1o ra m\u1ed9t giai \u0111o\u1ea1n khan h\u00e0ng k\u00e9o d\u00e0i, kh\u00e1c h\u1eb3n c\u00e1c chu k\u1ef3 t\u0103ng-gi\u1ea3m ng\u1eafn h\u1ea1n t\u1eebng x\u1ea3y ra v\u1edbi th\u1ecb tr\u01b0\u1eddng PC hay smartphone tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n\n\n\n

Chia s\u1ebb v\u1ec1 k\u1ebft qu\u1ea3 n\u00e0y, \u00f4ng Kim Yong-kwan, Ch\u1ee7 t\u1ecbch ki\u00eam Gi\u00e1m \u0111\u1ed1c Chi\u1ebfn l\u01b0\u1ee3c b\u1ed9 ph\u1eadn Device Solutions c\u1ee7a Samsung, cho bi\u1ebft l\u1ee3i nhu\u1eadn ng\u00e0nh b\u00e1n d\u1eabn n\u0103m nay “\u0111ang b\u00e1m s\u00e1t k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng”.<\/em> Ph\u00e1t bi\u1ec3u n\u00e0y ph\u1ea7n n\u00e0o x\u00e1c nh\u1eadn \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng kh\u00f4ng ph\u1ea3i l\u00e0 hi\u1ec7n t\u01b0\u1ee3ng nh\u1ea5t th\u1eddi m\u00e0 n\u1eb1m trong d\u1ef1 t\u00ednh c\u1ee7a ch\u00ednh n\u1ed9i b\u1ed9 Samsung.<\/p>\n\n\n\n

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L\u1ee3i nhu\u1eadn c\u1ee7a Samsung t\u0103ng tr\u01b0\u1edfng, nh\u1edd gi\u00e1 chip nh\u1edb ph\u1ee5c v\u1ee5 AI t\u0103ng li\u00ean t\u1ee5c (Ngu\u1ed3n: Internet)<\/em><\/figcaption><\/figure>\n\n\n\n

V\u1edbi ng\u01b0\u1eddi d\u00f9ng ph\u1ed5 th\u00f4ng, c\u00e2u chuy\u1ec7n l\u1ee3i nhu\u1eadn c\u1ee7a Samsung kh\u00f4ng ch\u1ec9 d\u1eebng \u1edf con s\u1ed1 t\u00e0i ch\u00ednh. Gi\u00e1 chip nh\u1edb t\u0103ng \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c chi ph\u00ed \u0111\u1ea7u v\u00e0o c\u1ee7a RAM, SSD v\u00e0 c\u00e1c thi\u1ebft b\u1ecb t\u00edch h\u1ee3p b\u1ed9 nh\u1edb nh\u01b0 laptop<\/a>, PC<\/a> c\u0169ng ch\u1ecbu \u00e1p l\u1ef1c t\u0103ng theo. Ng\u01b0\u1eddi c\u00f3 k\u1ebf ho\u1ea1ch n\u00e2ng c\u1ea5p c\u1ea5u h\u00ecnh m\u00e1y ho\u1eb7c mua s\u1eafm thi\u1ebft b\u1ecb m\u1edbi trong th\u1eddi gian t\u1edbi n\u00ean theo d\u00f5i s\u00e1t bi\u1ebfn \u0111\u1ed9ng gi\u00e1, v\u00ec chu k\u1ef3 t\u0103ng gi\u00e1 l\u1ea7n n\u00e0y \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u01a1n so v\u1edbi c\u00e1c \u0111\u1ee3t bi\u1ebfn \u0111\u1ed9ng tr\u01b0\u1edbc \u0111\u00e2y do \u0111\u01b0\u1ee3c d\u1eabn d\u1eaft b\u1edfi nhu c\u1ea7u AI thay v\u00ec y\u1ebfu t\u1ed1 m\u00f9a v\u1ee5.<\/p>\n\n\n\n

Nh\u00ecn chung, k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a Samsung ph\u1ea3n \u00e1nh r\u00f5 m\u1ed9t th\u1ef1c t\u1ebf, kh\u00f4ng ph\u1ea3i \u0111i\u1ec7n tho\u1ea1i hay tivi, m\u00e0 chip nh\u1edb m\u1edbi l\u00e0 m\u1ea3ng \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i v\u1ecb th\u1ebf c\u1ee7a h\u00e3ng tr\u00ean b\u1ea3n \u0111\u1ed3 c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u. Di\u1ec5n bi\u1ebfn n\u00e0y c\u0169ng cho th\u1ea5y l\u00e0n s\u00f3ng AI \u0111ang t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn chu\u1ed7i cung \u1ee9ng ph\u1ea7n c\u1ee9ng, t\u1eeb trung t\u00e2m d\u1eef li\u1ec7u cho \u0111\u1ebfn thi\u1ebft b\u1ecb c\u00e1 nh\u00e2n m\u00e0 ng\u01b0\u1eddi d\u00f9ng s\u1eed d\u1ee5ng h\u1eb1ng ng\u00e0y. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News<\/a> \u0111\u1ec3 c\u1eadp nh\u1eadt nhi\u1ec1u tin t\u1ee9c c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t m\u1ed7i ng\u00e0y nh\u00e9!<\/p>\n\n\n\n

Ngu\u1ed3n: T\u1ea1p ch\u00ed Ph\u1ee5 n\u1eef m\u1edbi<\/em><\/p>\n\n\n\n

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