{"id":178296,"date":"2026-09-22T09:02:00","date_gmt":"2026-09-22T02:02:00","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=178296"},"modified":"2026-09-21T16:51:45","modified_gmt":"2026-09-21T09:51:45","slug":"amd-se-tang-gia-chip-trong-quy-4-2026","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/amd-se-tang-gia-chip-trong-quy-4-2026\/","title":{"rendered":"AMD s\u1ebd t\u0103ng gi\u00e1 chip th\u00eam 10% trong qu\u00fd 4 do chi ph\u00ed wafer TSMC t\u0103ng cao"},"content":{"rendered":"\n

PV Tech News \u2013 AMD th\u00f4ng b\u00e1o v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c v\u1ec1 kh\u1ea3 n\u0103ng t\u0103ng gi\u00e1 kho\u1ea3ng 10% trong qu\u00fd IV\/2026, trong b\u1ed1i c\u1ea3nh TSMC \u0111i\u1ec1u ch\u1ec9nh chi ph\u00ed s\u1ea3n xu\u1ea5t. Th\u00f4ng tin hi\u1ec7n \u0111\u1ec1 c\u1eadp \u0111\u1ebfn GPU, chipset v\u00e0 chip AI, trong khi m\u1ee9c t\u0103ng gi\u00e1 \u0111\u1ed1i v\u1edbi CPU Ryzen v\u1eabn ch\u01b0a \u0111\u01b0\u1ee3c x\u00e1c nh\u1eadn. N\u1ebfu \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng, \u0111\u1ed9ng th\u00e1i n\u00e0y c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn gi\u00e1 linh ki\u1ec7n AMD trong th\u1eddi gian t\u1edbi. <\/strong><\/p>\n\n\n\n

Theo b\u00e1o c\u00e1o c\u1ee7a ChannelGate, TSMC \u0111\u00e3 g\u1eedi th\u00f4ng b\u00e1o t\u0103ng gi\u00e1 t\u1edbi kh\u00e1ch h\u00e0ng. AMD sau \u0111\u00f3 chuy\u1ec3n th\u00f4ng tin n\u00e0y cho c\u00e1c \u0111\u1ed1i t\u00e1c. M\u1ee9c t\u0103ng kho\u1ea3ng 10% v\u00e0 d\u1ef1 ki\u1ebfn \u00e1p d\u1ee5ng trong qu\u00fd IV\/2026. B\u00e1o c\u00e1o li\u1ec7t k\u00ea ba nh\u00f3m s\u1ea3n ph\u1ea9m ch\u1ecbu t\u00e1c \u0111\u1ed9ng: chip t\u0103ng t\u1ed1c AI, GPU d\u00e0nh cho ng\u01b0\u1eddi d\u00f9ng ph\u1ed5 th\u00f4ng v\u00e0 chipset bo m\u1ea1ch ch\u1ee7. CPU kh\u00f4ng n\u1eb1m trong danh s\u00e1ch. AMD c\u0169ng ch\u01b0a \u0111\u01b0a ra x\u00e1c nh\u1eadn ch\u00ednh th\u1ee9c. V\u00ec v\u1eady, m\u1ee9c t\u0103ng 10% v\u1edbi d\u00f2ng Ryzen m\u1edbi d\u1eebng \u1edf m\u1ee9c kh\u1ea3 n\u0103ng, ch\u01b0a ph\u1ea3i th\u00f4ng tin \u0111\u00e3 ki\u1ec3m ch\u1ee9ng.<\/p>\n\n\n\n

D\u00f9 ch\u01b0a c\u00f3 x\u00e1c nh\u1eadn ch\u00ednh th\u1ee9c, CPU v\u1eabn c\u00f3 nguy c\u01a1 ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb \u0111\u1ee3t \u0111i\u1ec1u ch\u1ec9nh chi ph\u00ed n\u00e0y. AMD ph\u1ee5 thu\u1ed9c \u0111\u00e1ng k\u1ec3 v\u00e0o TSMC trong qu\u00e1 tr\u00ecnh s\u1ea3n xu\u1ea5t chip cho m\u00e1y t\u00ednh c\u00e1 nh\u00e2n. Wafer<\/strong> l\u00e0 nh\u1eefng t\u1ea5m silicon m\u1ecfng h\u00ecnh tr\u00f2n, tr\u00ean \u0111\u00f3 nh\u00e0 m\u00e1y c\u00f3 th\u1ec3 ch\u1ebf t\u1ea1o h\u00e0ng tr\u0103m chip c\u00f9ng l\u00fac. Khi chi ph\u00ed wafer t\u0103ng, gi\u00e1 th\u00e0nh s\u1ea3n xu\u1ea5t m\u1ed7i chip c\u0169ng c\u00f3 xu h\u01b0\u1edbng t\u0103ng theo. AMD c\u00f3 th\u1ec3 ph\u00e2n b\u1ed5 m\u1ed9t ph\u1ea7n chi ph\u00ed ph\u00e1t sinh cho kh\u00e1ch h\u00e0ng, khi\u1ebfn gi\u00e1 CPU AMD<\/a> c\u00f3 kh\u1ea3 n\u0103ng nh\u00edch l\u00ean trong qu\u00fd IV\/2026.<\/p>\n\n\n\n

\"AMD
AMD s\u1ebd t\u0103ng gi\u00e1 chip th\u00eam 10% trong qu\u00fd 4 do chi ph\u00ed wafer TSMC t\u0103ng cao (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

AMD kh\u00f4ng ph\u1ea3i l\u00e0 h\u00e3ng duy nh\u1ea5t \u0111i\u1ec1u ch\u1ec9nh gi\u00e1. Intel c\u0169ng c\u00f4ng b\u1ed1 m\u1ee9c t\u0103ng t\u01b0\u01a1ng t\u1ef1 cho d\u00f2ng CPU<\/a> m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, v\u1edbi l\u00fd do l\u00e0 \u01b0u ti\u00ean c\u00e1c s\u1ea3n ph\u1ea9m c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n. B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y t\u00f3m t\u1eaft hai \u0111\u1ed9ng th\u00e1i, d\u1ef1a tr\u00ean th\u00f4ng tin t\u1eeb c\u00e1c b\u00e1o c\u00e1o.<\/p>\n\n\n\n

Ti\u00eau ch\u00ed<\/strong><\/td>AMD<\/strong><\/td>Intel<\/strong><\/td><\/tr>
M\u1ee9c t\u0103ng<\/td>Kho\u1ea3ng 10%<\/td>T\u1edbi 10%<\/td><\/tr>
Th\u1eddi \u0111i\u1ec3m<\/td>Qu\u00fd IV\/2026<\/td>\u0110\u1ea7u th\u00e1ng 10\/2026<\/td><\/tr>
S\u1ea3n ph\u1ea9m n\u00eau trong b\u00e1o c\u00e1o<\/td>Chip AI, GPU, chipset bo m\u1ea1ch ch\u1ee7<\/td>CPU m\u00e1y t\u00ednh c\u00e1 nh\u00e2n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

B\u1ee9c tranh chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng linh ki\u1ec7n \u0111ang cho th\u1ea5y m\u1eb7t b\u1eb1ng gi\u00e1 c\u00f3 xu h\u01b0\u1edbng t\u0103ng. RAM, SSD v\u00e0 card \u0111\u1ed3 h\u1ecda \u0111\u1ec1u \u0111\u00e3 \u0111\u1eaft h\u01a1n trong th\u1eddi gian qua. N\u1ebfu c\u1ea3 AMD v\u00e0 Intel c\u00f9ng \u0111i\u1ec1u ch\u1ec9nh t\u0103ng gi\u00e1 CPU, ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 ph\u1ea3i chi th\u00eam cho b\u1ed9 vi x\u1eed l\u00fd trong m\u1ed9t \u0111\u1ebfn hai th\u00e1ng t\u1edbi. <\/p>\n\n\n\n

V\u1edbi ng\u01b0\u1eddi d\u00f9ng t\u1ea1i Vi\u1ec7t Nam, t\u00e1c \u0111\u1ed9ng tr\u01b0\u1edbc m\u1eaft c\u00f3 th\u1ec3 n\u1eb1m \u1edf chi ph\u00ed build PC v\u00e0 c\u00e1c m\u1eabu laptop s\u1eed d\u1ee5ng chip AMD. Tuy nhi\u00ean, gi\u00e1 b\u00e1n l\u1ebb trong n\u01b0\u1edbc c\u00f2n ph\u1ee5 thu\u1ed9c v\u00e0o ch\u00ednh s\u00e1ch c\u1ee7a h\u00e3ng, nh\u00e0 ph\u00e2n ph\u1ed1i v\u00e0 bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1. Do \u0111\u00f3, m\u1ee9c t\u0103ng 10% t\u1ea1i th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf kh\u00f4ng \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c gi\u00e1 s\u1ea3n ph\u1ea9m t\u1ea1i Vi\u1ec7t Nam c\u0169ng t\u0103ng t\u01b0\u01a1ng \u1ee9ng. Ng\u01b0\u1eddi \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch n\u00e2ng c\u1ea5p CPU ho\u1eb7c mainboard n\u00ean theo d\u00f5i di\u1ec5n bi\u1ebfn gi\u00e1 trong th\u00e1ng 10 v\u00e0 11 \u0111\u1ec3 ch\u1ee7 \u0111\u1ed9ng c\u00e2n nh\u1eafc th\u1eddi \u0111i\u1ec3m mua. Th\u00f4ng tin s\u1ebd r\u00f5 r\u00e0ng h\u01a1n khi AMD ho\u1eb7c TSMC \u0111\u01b0a ra th\u00f4ng b\u00e1o ch\u00ednh th\u1ee9c. Phong V\u0169 s\u1ebd c\u1eadp nh\u1eadt th\u00eam n\u1ebfu c\u00f3 di\u1ec5n bi\u1ebfn m\u1edbi. \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!\u00a0<\/p>\n\n\n\n

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

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