{"id":175572,"date":"2026-08-03T15:15:00","date_gmt":"2026-08-03T08:15:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=175572"},"modified":"2026-08-03T13:54:21","modified_gmt":"2026-08-03T06:54:21","slug":"nguon-cung-chip-dram-co-the-giam-70","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/nguon-cung-chip-dram-co-the-giam-70\/","title":{"rendered":"Ngu\u1ed3n cung chip DRAM c\u00f3 th\u1ec3 gi\u1ea3m 70% v\u00e0o n\u0103m 2027"},"content":{"rendered":"\n

PV Tech News – CEO Apacer c\u1ea3nh b\u00e1o l\u01b0\u1ee3ng chip nh\u1edb DRAM ph\u00e2n b\u1ed5 cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t module \u0111\u1ed9c l\u1eadp n\u0103m 2027 c\u00f3 th\u1ec3 ch\u1ec9 c\u00f2n 30% so v\u1edbi n\u0103m 2026, khi Samsung, SK Hynix v\u00e0 Micron d\u1ed3n c\u00f4ng su\u1ea5t cho b\u1ed9 nh\u1edb HBM ph\u1ee5c v\u1ee5 c\u01a1n s\u1ed1t AI.<\/strong><\/p>\n\n\n\n

Chu\u1ed7i cung \u1ee9ng chip nh\u1edb to\u00e0n c\u1ea7u \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n c\u0103ng th\u1eb3ng m\u1edbi. Theo \u00f4ng C.K. Chang<\/em>, CEO c\u00f4ng ty s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb Apacer (\u0110\u00e0i Loan), l\u01b0\u1ee3ng DRAM m\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00ednh ph\u00e2n b\u1ed5 cho nh\u1eefng c\u00f4ng ty \u0111\u00f3ng g\u00f3i module \u0111\u1ed9c l\u1eadp n\u0103m 2027 c\u00f3 th\u1ec3 gi\u1ea3m t\u1edbi 70% so v\u1edbi n\u0103m nay, ch\u1ec9 c\u00f2n kho\u1ea3ng 30%. V\u1edbi c\u00e1c doanh nghi\u1ec7p nh\u01b0 Apacer – \u0111\u01a1n v\u1ecb mua chip t\u1eeb SK Hynix, Samsung r\u1ed3i \u0111\u00f3ng g\u00f3i th\u00e0nh DIMM, SSD ho\u00e0n ch\u1ec9nh, r\u1ee7i ro l\u1edbn nh\u1ea5t l\u00fac n\u00e0y kh\u00f4ng c\u00f2n l\u00e0 gi\u00e1 chip cao, m\u00e0 l\u00e0 kh\u00f4ng c\u00f3 h\u00e0ng \u0111\u1ec3 mua<\/strong>.<\/p>\n\n\n\n

\"Chip
Chip nh\u1edb DRAM Samsung, ngu\u1ed3n cung d\u1ef1 b\u00e1o gi\u1ea3m m\u1ea1nh n\u0103m 2027 (Ngu\u1ed3n: VnExpress)<\/figcaption><\/figure>\n\n\n\n

Nguy\u00ean nh\u00e2n b\u1eaft ngu\u1ed3n t\u1eeb s\u1ef1 d\u1ecbch chuy\u1ec3n trong nhu c\u1ea7u b\u1ed9 nh\u1edb. Trong nhi\u1ec1u n\u0103m, DRAM v\u00e0 NAND Flash ch\u1ee7 y\u1ebfu ph\u1ee5c v\u1ee5 m\u00e1y ch\u1ee7 doanh nghi\u1ec7p, m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, smartphone v\u00e0 c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Nh\u01b0ng t\u1eeb cu\u1ed1i n\u0103m 2025, ph\u1ea7n l\u1edbn h\u1ec7 th\u1ed1ng AI chuy\u1ec3n t\u1eeb hu\u1ea5n luy\u1ec7n sang suy lu\u1eadn, k\u00e9o theo nhu c\u1ea7u b\u1ed9 nh\u1edb t\u0103ng v\u1ecdt. Trung t\u00e2m d\u1eef li\u1ec7u AI \u01b0u ti\u00ean b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao HBM v\u00ec t\u1ed1c \u0111\u1ed9 truy\u1ec1n t\u1ea3i v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi DRAM th\u00f4ng th\u01b0\u1eddng. HBM c\u0169ng mang l\u1ea1i bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n h\u1eb3n, n\u00ean Samsung, SK Hynix v\u00e0 Micron \u0111\u1ec1u d\u1ed3n v\u1ed1n \u0111\u1ea7u t\u01b0 v\u00e0 d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t cho d\u00f2ng b\u1ed9 nh\u1edb n\u00e0y, \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng DRAM v\u00e0 NAND ph\u1ed5 th\u00f4ng.<\/p>\n\n\n\n

\u0110\u1ec3 chu\u1ea9n b\u1ecb cho \u0111\u1ee3t khan h\u00e0ng s\u1eafp t\u1edbi, Apacer \u0111\u00e3 n\u00e2ng l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c 383,2 tri\u1ec7u USD, t\u0103ng 48% ch\u1ec9 sau m\u1ed9t qu\u00fd, \u0111\u1ed3ng th\u1eddi vay th\u00eam 123,6 tri\u1ec7u USD \u0111\u1ec3 c\u00f3 ngu\u1ed3n v\u1ed1n gom chip ngay khi nh\u00e0 s\u1ea3n xu\u1ea5t m\u1edf b\u00e1n. Theo Tom’s Hardware<\/em>, vi\u1ec7c t\u00edch tr\u1eef h\u00e0ng t\u1ed3n kho \u1edf m\u1ee9c gi\u00e1 \u0111\u1eaft k\u1ef7 l\u1ee5c c\u0169ng ti\u1ec1m \u1ea9n r\u1ee7i ro thua l\u1ed7 n\u1ebfu th\u1ecb tr\u01b0\u1eddng \u0111\u1ea3o chi\u1ec1u b\u1ea5t ng\u1edd. Tuy nhi\u00ean, Apacer ch\u1ea5p nh\u1eadn \u0111\u00e1nh \u0111\u1ed5i, v\u00ec v\u1edbi h\u00e3ng n\u00e0y, s\u1edf h\u1eefu linh ki\u1ec7n gi\u00e1 cao v\u1eabn t\u1ed1t h\u01a1n nhi\u1ec1u so v\u1edbi vi\u1ec7c kh\u00f4ng c\u00f3 h\u00e0ng \u0111\u1ec3 b\u00e1n ra th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n

T\u00e1c \u0111\u1ed9ng c\u1ee7a c\u01a1n kh\u00e1t chip nh\u1edb kh\u00f4ng ch\u1ec9 n\u1eb1m trong ng\u00e0nh c\u00f4ng ngh\u1ec7. Nhu c\u1ea7u m\u1ea1nh t\u1eeb m\u00e1y ch\u1ee7 AI, h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef doanh nghi\u1ec7p, m\u00e1y t\u00ednh c\u00f4ng nghi\u1ec7p v\u00e0 c\u00e1c m\u00f4 h\u00ecnh AI ph\u00e2n t\u00e1n \u0111ang l\u1ea5n \u00e1t ho\u00e0n to\u00e0n nhu c\u1ea7u t\u1eeb m\u1ea3ng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. Ngay c\u1ea3 ng\u00e0nh s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 c\u0169ng b\u1eaft \u0111\u1ea7u ch\u1ecbu \u1ea3nh h\u01b0\u1edfng v\u1ec1 chi ph\u00ed linh ki\u1ec7n do thi\u1ebfu chip nh\u1edb. Gi\u1edbi chuy\u00ean gia d\u1ef1 b\u00e1o gi\u00e1 DRAM s\u1ebd t\u0103ng kho\u1ea3ng 30-40% trong qu\u00fd III\/2026, c\u00f2n NAND Flash t\u0103ng tr\u00ean 20%, tr\u01b0\u1edbc khi h\u1ea1 nhi\u1ec7t nh\u1eb9 v\u00e0o qu\u00fd IV\/2026.<\/p>\n\n\n\n

\"3
3 nh\u00e0 s\u1ea3n xu\u1ea5t DRAM h\u00e0ng \u0111\u1ea7u c\u1ea3nh b\u00e1o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t s\u1ebd k\u00e9o d\u00e0i h\u1ebft n\u0103m 2027 (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

\u0110\u00e1ng ch\u00fa \u00fd, 3 nh\u00e0 s\u1ea3n xu\u1ea5t n\u1eafm gi\u1eef kho\u1ea3ng 90% th\u1ecb ph\u1ea7n DRAM to\u00e0n c\u1ea7u l\u00e0 Samsung, SK Hynix v\u00e0 Micron \u0111\u1ec1u \u0111\u00e3 l\u00ean ti\u1ebfng c\u1ea3nh b\u00e1o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t s\u1ebd k\u00e9o d\u00e0i h\u1ebft n\u0103m 2027. M\u1ed9t s\u1ed1 chuy\u00ean gia trong ng\u00e0nh th\u1eadm ch\u00ed nh\u1eadn \u0111\u1ecbnh cu\u1ed9c kh\u1ee7ng ho\u1ea3ng b\u1ed9 nh\u1edb l\u1ea7n n\u00e0y c\u00f3 th\u1ec3 k\u00e9o d\u00e0i t\u1edbi 10 n\u0103m. Trong khi \u0111\u00f3, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c nh\u01b0 CXMT hay YMTC \u0111\u00e3 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 n\u0103ng l\u1ef1c c\u00f4ng ngh\u1ec7, nh\u01b0ng v\u1eabn \u01b0u ti\u00ean ph\u1ee5c v\u1ee5 nhu c\u1ea7u n\u1ed9i \u0111\u1ecba, ch\u01b0a th\u1ec3 tr\u1edf th\u00e0nh ngu\u1ed3n cung thay th\u1ebf cho th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf trong ng\u1eafn h\u1ea1n.<\/p>\n\n\n\n

\u0110\u1ed1i v\u1edbi ng\u01b0\u1eddi d\u00f9ng t\u1ea1i Vi\u1ec7t Nam, xu h\u01b0\u1edbng n\u00e0y \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c gi\u00e1 RAM, SSD v\u00e0 c\u00e1c thi\u1ebft b\u1ecb c\u00f3 t\u00edch h\u1ee3p b\u1ed9 nh\u1edb nh\u01b0 laptop<\/a>, PC<\/a> d\u1ef1ng s\u1eb5n nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd t\u0103ng theo trong c\u00e1c th\u00e1ng t\u1edbi. N\u1ebfu \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch n\u00e2ng c\u1ea5p RAM<\/a>, mua \u1ed5 c\u1ee9ng SSD<\/a> ho\u1eb7c l\u1eafp r\u00e1p m\u1ed9t b\u1ed9 m\u00e1y t\u00ednh m\u1edbi, \u0111\u00e2y l\u00e0 th\u1eddi \u0111i\u1ec3m n\u00ean c\u00e2n nh\u1eafc s\u1edbm tr\u01b0\u1edbc khi m\u1eb7t b\u1eb1ng gi\u00e1 linh ki\u1ec7n b\u1ecb \u0111\u1ea9y l\u00ean theo \u0111\u00e0 khan hi\u1ebfm ngu\u1ed3n cung to\u00e0n c\u1ea7u. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News<\/a> \u0111\u1ec3 c\u1eadp nh\u1eadt nh\u1eefng tin t\u1ee9c c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t m\u1ed7i ng\u00e0y nh\u00e9!<\/p>\n\n\n\n

Ngu\u1ed3n: VnExpress<\/em><\/p>\n\n\n\n

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