{"id":175754,"date":"2026-08-07T13:00:00","date_gmt":"2026-08-07T06:00:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=175754"},"modified":"2026-08-07T12:25:09","modified_gmt":"2026-08-07T05:25:09","slug":"samsung-sk-hynix-micron-ban-sach-ram-cho-ca-nam-2027","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/samsung-sk-hynix-micron-ban-sach-ram-cho-ca-nam-2027\/","title":{"rendered":"Samsung, SK Hynix, Micron b\u00e1n s\u1ea1ch RAM cho c\u1ea3 n\u0103m 2027, gi\u00e1 b\u1ed9 nh\u1edb ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u gi\u1ea3m"},"content":{"rendered":"\n

PV Tech News \u2013 Samsung, SK Hynix v\u00e0 Micron \u0111\u00e3 b\u00e1n h\u1ebft to\u00e0n b\u1ed9 c\u00f4ng su\u1ea5t DRAM, HBM d\u1ef1 ki\u1ebfn cho n\u0103m 2027, \u0111\u1ea9y ngu\u1ed3n cung RAM cho PC, laptop, smartphone v\u00e0o t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ch\u01b0a t\u1eebng c\u00f3.<\/strong><\/p>\n\n\n\n

Ba nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, ki\u1ec3m so\u00e1t ph\u1ea7n l\u1edbn ngu\u1ed3n cung DRAM v\u00e0 HBM to\u00e0n c\u1ea7u, v\u1eeba x\u00e1c nh\u1eadn \u0111\u00e3 b\u00e1n h\u1ebft c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t d\u1ef1 ki\u1ebfn cho n\u0103m 2027. Theo DigiTimes<\/em>, c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n ph\u00e2n b\u1ed5 c\u00f4ng su\u1ea5t v\u1edbi kh\u00e1ch h\u00e0ng ph\u1ea7n l\u1edbn \u0111\u00e3 k\u1ebft th\u00fac v\u00e0 kh\u00f4ng c\u00f2n th\u00eam c\u00f4ng su\u1ea5t n\u00e0o \u0111\u01b0\u1ee3c l\u00ean k\u1ebf ho\u1ea1ch b\u1ed5 sung cho n\u0103m t\u1edbi. Nhi\u1ec1u nh\u00e0 ph\u00e2n t\u00edch trong ng\u00e0nh nh\u1eadn \u0111\u1ecbnh 2027 s\u1ebd l\u00e0 n\u0103m khan hi\u1ebfm b\u1ed9 nh\u1edb t\u1ec7 nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay, v\u1edbi d\u01b0 \u00e2m k\u00e9o d\u00e0i \u0111\u1ebfn t\u1eadn 2028.<\/p>\n\n\n\n

M\u1ee9c \u0111\u1ed9 c\u0103ng th\u1eb3ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng th\u1ec3 hi\u1ec7n r\u00f5 qua c\u00e1c con s\u1ed1 ph\u00e2n b\u1ed5 th\u1ef1c t\u1ebf. Kh\u00e1ch h\u00e0ng \u0111\u1eb7t h\u00e0ng RAM v\u00e0 HBM t\u1eeb ba nh\u00e0 s\u1ea3n xu\u1ea5t n\u00e0y hi\u1ec7n ch\u1ec9 nh\u1eadn \u0111\u01b0\u1ee3c 60% \u0111\u1ebfn 70%<\/strong> l\u01b0\u1ee3ng y\u00eau c\u1ea7u ban \u0111\u1ea7u. M\u1ed9t s\u1ed1 c\u00f4ng ty AI l\u1edbn v\u00e0 c\u00e1c nh\u00e0 v\u1eadn h\u00e0nh si\u00eau trung t\u00e2m d\u1eef li\u1ec7u, nh\u00f3m kh\u00e1ch h\u00e0ng c\u00f3 ng\u00e2n s\u00e1ch mua s\u1eafm g\u1ea7n nh\u01b0 kh\u00f4ng gi\u1edbi h\u1ea1n v\u1eabn ph\u1ea3i ch\u1ea5p nh\u1eadn tr\u1ea3 gi\u00e1 cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi h\u1ee3p \u0111\u1ed3ng th\u00f4ng th\u01b0\u1eddng \u0111\u1ec3 \u0111\u01b0\u1ee3c \u01b0u ti\u00ean ph\u00e2n b\u1ed5 th\u00eam h\u00e0ng.<\/p>\n\n\n\n

\"Samsung,
Samsung, SK Hynix, Micron b\u00e1n s\u1ea1ch RAM cho c\u1ea3 n\u0103m 2027, gi\u00e1 nh\u1edb ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u gi\u1ea3m (Ngu\u1ed3n: Internet)\n<\/figcaption><\/figure>\n\n\n\n

Giai \u0111o\u1ea1n th\u00e1ng 7 v\u00e0 th\u00e1ng 8 h\u00e0ng n\u0103m th\u01b0\u1eddng l\u00e0 th\u1eddi \u0111i\u1ec3m c\u00e1c doanh nghi\u1ec7p \u0111\u00e0m ph\u00e1n ngu\u1ed3n cung cho n\u0103m k\u1ebf ti\u1ebfp. V\u1edbi vi\u1ec7c c\u00f4ng su\u1ea5t 2027 \u0111\u00e3 c\u1ea1n, nhi\u1ec1u doanh nghi\u1ec7p v\u1eeba v\u00e0 nh\u1ecf \u0111\u1ee9ng tr\u01b0\u1edbc r\u1ee7i ro kh\u00f4ng \u0111\u1ea3m b\u1ea3o \u0111\u1ee7 b\u1ed9 nh\u1edb \u0111\u1ec3 duy tr\u00ec k\u1ebf ho\u1ea1ch s\u1ea3n xu\u1ea5t. <\/p>\n\n\n\n

Ng\u01b0\u1eddi d\u00f9ng ph\u1ed5 th\u00f4ng s\u1ebd c\u1ea3m nh\u1eadn t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp h\u01a1n. Ngu\u1ed3n cung DRAM d\u00e0nh cho PC, laptop v\u00e0 smartphone d\u1ef1 ki\u1ebfn s\u1ebd b\u1ecb c\u1eaft gi\u1ea3m \u0111\u00e1ng k\u1ec3 so v\u1edbi n\u0103m 2026. \u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c gi\u00e1 RAM kh\u00f4ng ch\u1ec9 duy tr\u00ec \u1edf m\u1ee9c cao m\u00e0 c\u00f2n c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng th\u00eam, trong khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb c\u0169ng g\u1eb7p kh\u00f3 kh\u0103n trong vi\u1ec7c \u0111\u1ea3m b\u1ea3o linh ki\u1ec7n cho s\u1ea3n l\u01b0\u1ee3ng \u0111\u00e3 \u0111\u1eb7t ra. Samsung, \u0111\u01a1n v\u1ecb d\u1eabn \u0111\u1ea7u th\u1ecb ph\u1ea7n DRAM v\u1edbi 39%<\/strong> trong qu\u00fd II, \u0111\u00e3 c\u00f4ng khai d\u1ef1 b\u00e1o gi\u00e1 b\u1ed9 nh\u1edb s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng trong su\u1ed1t n\u0103m 2027.<\/p>\n\n\n\n

T\u00ecnh tr\u1ea1ng khan hi\u1ebfm kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf DRAM. Ngu\u1ed3n cung NAND flash, lo\u1ea1i chip nh\u1edb d\u00f9ng trong \u1ed5 SSD, c\u0169ng \u0111ang c\u1ea1n ki\u1ec7t nhanh h\u01a1n d\u1ef1 b\u00e1o ban \u0111\u1ea7u. Ph\u1ea7n NAND c\u00f2n l\u1ea1i ch\u01b0a \u0111\u01b0\u1ee3c \u0111\u1eb7t h\u00e0ng cho n\u0103m 2027 \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd h\u1ebft tr\u01b0\u1edbc cu\u1ed1i th\u00e1ng 8 n\u0103m nay. Ngay c\u1ea3 \u1ed5 c\u1ee9ng c\u01a1 h\u1ecdc (HDD), v\u1ed1n \u0111\u01b0\u1ee3c xem l\u00e0 l\u1ef1a ch\u1ecdn thay th\u1ebf gi\u00e1 r\u1ebb, c\u0169ng \u0111\u00e3 c\u00f3 ngu\u1ed3n cung cho n\u0103m 2026 \u0111\u01b0\u1ee3c \u0111\u1eb7t h\u1ebft t\u1eeb tr\u01b0\u1edbc. Ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111ang t\u00ecm l\u1ed1i tho\u00e1t kh\u1ecfi cu\u1ed9c kh\u1ee7ng ho\u1ea3ng linh ki\u1ec7n hi\u1ec7n t\u1ea1i kh\u00f3 c\u00f3 nhi\u1ec1u \u0111i\u1ec3m s\u00e1ng trong \u00edt nh\u1ea5t hai n\u0103m t\u1edbi. <\/p>\n\n\n\n

\"C\u1ea3
C\u1ea3 ba nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ec1u \u0111ang \u0111\u1ea7u t\u01b0 m\u1ea1nh \u0111\u1ec3 m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t trong th\u1eddi gian t\u1edbi (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Nhi\u1ec1u ng\u01b0\u1eddi k\u1ef3 v\u1ecdng CXMT, nh\u00e0 s\u1ea3n xu\u1ea5t RAM c\u1ee7a Trung Qu\u1ed1c s\u1ebd l\u00e0 ngu\u1ed3n cung thay th\u1ebf gi\u00fap k\u00e9o gi\u00e1 xu\u1ed1ng. Th\u1ef1c t\u1ebf ph\u1ee9c t\u1ea1p h\u01a1n nhi\u1ec1u. Hi\u1ec7n m\u1edbi ch\u1ec9 c\u00f3 HP, Asus v\u00e0 Acer b\u1eaft \u0111\u1ea7u s\u1eed d\u1ee5ng chip nh\u1edb CXMT, ch\u1ee7 y\u1ebfu cho m\u1ed9t s\u1ed1 s\u1ea3n ph\u1ea9m t\u1ea1i th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c1. Quan tr\u1ecdng h\u01a1n, l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 AI to\u00e0n c\u1ea7u \u0111ang t\u0103ng t\u1ed1c c\u00f3 th\u1ec3 h\u00fat h\u1ebft b\u1ea5t k\u1ef3 ngu\u1ed3n cung m\u1edbi n\u00e0o v\u00e0o c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u tr\u01b0\u1edbc khi \u0111\u1ebfn tay ng\u01b0\u1eddi ti\u00eau d\u00f9ng, t\u01b0\u01a1ng t\u1ef1 nh\u01b0 nh\u1eefng g\u00ec \u0111\u00e3 x\u1ea3y ra v\u1edbi to\u00e0n b\u1ed9 s\u1ea3n l\u01b0\u1ee3ng DRAM hi\u1ec7n t\u1ea1i c\u1ee7a “Big Three”.<\/p>\n\n\n\n

V\u1ec1 d\u00e0i h\u1ea1n, c\u1ea3 ba nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ec1u \u0111ang \u0111\u1ea7u t\u01b0 m\u1ea1nh \u0111\u1ec3 m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t. Samsung t\u0103ng 50% n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, SK Hynix t\u0103ng v\u1ed1n \u0111\u1ea7u t\u01b0 g\u1ea5p nhi\u1ec1u l\u1ea7n song song v\u1edbi k\u1ebf ho\u1ea1ch IPO tr\u1ecb gi\u00e1 26,5 t\u1ef7 USD, c\u00f2n Micron cam k\u1ebft 250 t\u1ef7 USD \u0111\u1ea7u t\u01b0 t\u1ea1i M\u1ef9 \u0111\u1ebfn n\u0103m 2035. Tuy nhi\u00ean, chu k\u1ef3 x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y chip th\u01b0\u1eddng k\u00e9o d\u00e0i 2-3 n\u0103m, ngh\u0129a l\u00e0 ph\u1ea7n l\u1edbn c\u00f4ng su\u1ea5t m\u1edbi ch\u1ec9 \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o v\u1eadn h\u00e0nh t\u1eeb 2028-2029 tr\u1edf \u0111i. Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, kh\u1ea3 n\u0103ng gi\u00e1 linh ki\u1ec7n gi\u1ea3m tr\u01b0\u1edbc n\u0103m 2028 g\u1ea7n nh\u01b0 kh\u00f4ng c\u00f3 c\u01a1 s\u1edf th\u1ef1c t\u1ebf. V\u1edbi ng\u01b0\u1eddi d\u00f9ng v\u00e0 doanh nghi\u1ec7p t\u1ea1i Vi\u1ec7t Nam \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch n\u00e2ng c\u1ea5p RAM, SSD ho\u1eb7c mua s\u1eafm PC v\u00e0 laptop, \u0111\u00e2y l\u00e0 th\u1eddi \u0111i\u1ec3m n\u00ean c\u00e2n nh\u1eafc ch\u1ed1t c\u1ea5u h\u00ecnh s\u1edbm tr\u01b0\u1edbc khi gi\u00e1 linh ki\u1ec7n ti\u1ebfp t\u1ee5c leo thang. Theo d\u00f5i Phong V\u0169 Tech News \u0111\u1ec3 c\u1eadp nh\u1eadt k\u1ecbp th\u1eddi bi\u1ebfn \u0111\u1ed9ng gi\u00e1 b\u1ed9 nh\u1edb v\u00e0 c\u00e1c s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 li\u00ean quan.<\/p>\n\n\n\n

Ngu\u1ed3n: \u0110\u1eddi s\u1ed1ng Ph\u00e1p lu\u1eadt<\/em><\/p>\n\n\n\n

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