{"id":2244,"date":"2026-07-12T14:10:17","date_gmt":"2026-07-12T07:10:17","guid":{"rendered":"https:\/\/blog.datacore.vn\/?p=2244"},"modified":"2026-07-12T14:10:21","modified_gmt":"2026-07-12T07:10:21","slug":"chip-nho-khan-hiem-ai-viet-nam-2026","status":"publish","type":"post","link":"https:\/\/blog.datacore.vn\/vi\/chip-nho-khan-hiem-ai-viet-nam-2026\/","title":{"rendered":"Chip Nh\u1edb Khan Hi\u1ebfm V\u00ec AI: \u0110i\u1ec7n Tho\u1ea1i Gi\u00e1 R\u1ebb Gi\u1ea3m 22% N\u0103m 2026"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>T\u00f3m t\u1eaft nhanh:<\/strong> Omdia, m\u1ed9t h\u00e3ng nghi\u00ean c\u1ee9u c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u, d\u1ef1 b\u00e1o l\u01b0\u1ee3ng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh gi\u00e1 d\u01b0\u1edbi 400 USD b\u00e1n ra tr\u00ean th\u1ebf gi\u1edbi s\u1ebd gi\u1ea3m h\u01a1n 22% trong n\u0103m 2026, m\u1ee9c gi\u1ea3m s\u00e2u nh\u1ea5t t\u1eebng ghi nh\u1eadn \u1edf ph\u00e2n kh\u00fac gi\u00e1 r\u1ebb (Omdia, th\u00e1ng 7 n\u0103m 2026). Nguy\u00ean nh\u00e2n l\u00e0 t\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb do tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) g\u00e2y ra, khi c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI h\u00fat ph\u1ea7n l\u1edbn ngu\u1ed3n chip nh\u1edb v\u1ed1n d\u00e0nh cho \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hi\u1ec7n chip nh\u1edb chi\u1ebfm g\u1ea7n 60% chi ph\u00ed linh ki\u1ec7n c\u1ee7a m\u1ed9t chi\u1ebfc \u0111i\u1ec7n tho\u1ea1i d\u01b0\u1edbi 400 USD, v\u00e0 h\u01a1n 64% v\u1edbi m\u00e1y d\u01b0\u1edbi 100 USD. B\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM) v\u00e0 chip nh\u1edb DRAM ti\u00eau chu\u1ea9n \u0111ang b\u1ecb chuy\u1ec3n h\u01b0\u1edbng sang ph\u1ee5c v\u1ee5 c\u00e1c b\u1ed9 t\u0103ng t\u1ed1c AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ng\u01b0\u1eddi mua Vi\u1ec7t Nam, v\u1ed1n nghi\u00eang m\u1ea1nh v\u1ec1 m\u00e1y gi\u00e1 r\u1ebb v\u00e0 t\u1ea7m trung, s\u1ebd \u0111\u1ed1i m\u1eb7t v\u1edbi \u00edt l\u1ef1a ch\u1ecdn h\u01a1n v\u00e0 gi\u00e1 cao h\u01a1n su\u1ed1t n\u0103m 2026 v\u00e0 sang n\u0103m 2027. B\u00e0i vi\u1ebft n\u00e0y gi\u1ea3i th\u00edch t\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb, ki\u1ec3m ch\u1ee9ng c\u00e1c con s\u1ed1 v\u00e0 n\u00eau r\u00f5 \u00fd ngh\u0129a v\u1edbi Vi\u1ec7t Nam.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"325\" src=\"https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram.jpg\" alt=\"Chip nh\u1edb DRAM \u0111\u1ea9y gi\u00e1 b\u1ed9 nh\u1edb \u0111i\u1ec7n tho\u1ea1i t\u0103ng cao\" class=\"wp-image-2267\" srcset=\"https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram.jpg 1280w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-300x76.jpg 300w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-1024x260.jpg 1024w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-768x195.jpg 768w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-18x5.jpg 18w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">M\u1ed9t thanh chip nh\u1edb DRAM, lo\u1ea1i linh ki\u1ec7n nay chi\u1ebfm ph\u1ea7n l\u1edbn chi ph\u00ed s\u1ea3n xu\u1ea5t \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">M\u1ee5c L\u1ee5c<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#what\">Khan hi\u1ebfm chip nh\u1edb l\u00e0 g\u00ec?<\/a><\/li>\n\n\n\n<li><a href=\"#numbers\">M\u1ee9c \u0111\u1ed9 nghi\u00eam tr\u1ecdng: c\u00e1c con s\u1ed1<\/a><\/li>\n\n\n\n<li><a href=\"#which\">\u0110i\u1ec7n tho\u1ea1i n\u00e0o b\u1ecb \u1ea3nh h\u01b0\u1edfng?<\/a><\/li>\n\n\n\n<li><a href=\"#why\">V\u00ec sao AI th\u1eafng trong cu\u1ed9c ph\u00e2n b\u1ed5 chip nh\u1edb?<\/a><\/li>\n\n\n\n<li><a href=\"#vietnam\">\u00dd ngh\u0129a v\u1edbi Vi\u1ec7t Nam<\/a><\/li>\n\n\n\n<li><a href=\"#respond\">Doanh nghi\u1ec7p v\u00e0 ng\u01b0\u1eddi mua n\u00ean l\u00e0m g\u00ec?<\/a><\/li>\n\n\n\n<li><a href=\"#faq\">C\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p<\/a><\/li>\n<\/ul>\n\n\n\n<h2 id=\"what\" class=\"wp-block-heading\">Khan Hi\u1ebfm Chip Nh\u1edb L\u00e0 G\u00ec v\u00e0 V\u00ec Sao \u1ea2nh H\u01b0\u1edfng \u0110\u1ebfn \u0110i\u1ec7n Tho\u1ea1i?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb kh\u00f4ng ph\u1ea3i l\u00e0 s\u1ef1 c\u1ed1 nh\u00e0 m\u00e1y. C\u00e1c nh\u00e0 m\u00e1y b\u00e1n d\u1eabn \u0111ang ch\u1ea1y g\u1ea7n h\u1ebft c\u00f4ng su\u1ea5t. V\u1ea5n \u0111\u1ec1 n\u1eb1m \u1edf ph\u00e2n b\u1ed5. DRAM (b\u1ed9 nh\u1edb truy c\u1eadp ng\u1eabu nhi\u00ean \u0111\u1ed9ng) v\u00e0 HBM (b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao) l\u00e0 hai d\u00f2ng chip nh\u1edb \u1edf trung t\u00e2m c\u00e2u chuy\u1ec7n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">C\u00e1c nh\u00e0 cung c\u1ea5p \u0111\u00e1m m\u00e2y v\u00e0 h\u00e3ng ph\u1ea7n c\u1ee9ng AI mua chip nh\u1edb s\u1ed1 l\u01b0\u1ee3ng l\u1edbn cho m\u00e1y ch\u1ee7 AI, v\u00e0 nhu c\u1ea7u \u0111\u00f3 k\u00e9o ngu\u1ed3n cung r\u1eddi kh\u1ecfi \u0111i\u1ec7n tho\u1ea1i ti\u00eau d\u00f9ng. Chuy\u00ean gia Zaker Li c\u1ee7a Omdia, tr\u01b0\u1edfng nh\u00f3m ph\u00e2n t\u00edch m\u1ea3ng ti\u00eau d\u00f9ng, m\u00f4 t\u1ea3 s\u1ee9c \u00e9p n\u00e0y trong b\u00e1o c\u00e1o th\u00e1ng 7 n\u0103m 2026 l\u00e0 m\u1ed9t d\u1ecbch chuy\u1ec3n mang t\u00ednh c\u1ea5u tr\u00fac, kh\u00f4ng ph\u1ea3i hi\u1ec7n t\u01b0\u1ee3ng nh\u1ea5t th\u1eddi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">M\u1ecdi \u0111i\u1ec7n tho\u1ea1i \u0111\u1ec1u c\u1ea7n chip nh\u1edb. M\u00e1y l\u01b0u h\u1ec7 \u0111i\u1ec1u h\u00e0nh v\u00e0 \u1ee9ng d\u1ee5ng trong b\u1ed9 nh\u1edb flash v\u00e0 ch\u1ea1y ch\u00fang tr\u00ean DRAM. Khi gi\u00e1 DRAM t\u0103ng v\u1ecdt, \u0111i\u1ec7n tho\u1ea1i r\u1ebb nh\u1ea5t ch\u1ecbu \u1ea3nh h\u01b0\u1edfng \u0111\u1ea7u ti\u00ean, v\u00ec chip nh\u1edb chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn h\u01a1n trong t\u1ed5ng chi ph\u00ed. \u0110\u00f3 l\u00e0 l\u00fd do c\u1ed1t l\u00f5i khi\u1ebfn khan hi\u1ebfm chip nh\u1edb gi\u00e1ng m\u1ea1nh nh\u1ea5t v\u00e0o m\u00e1y gi\u00e1 r\u1ebb, trong khi \u0111i\u1ec7n tho\u1ea1i cao c\u1ea5p g\u1ea7n nh\u01b0 kh\u00f4ng b\u1ecb \u1ea3nh h\u01b0\u1edfng. Nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y gi\u00e1 th\u1ea5p c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn m\u1ecfng v\u00e0 \u00edt d\u01b0 \u0111\u1ecba \u0111\u1ec3 h\u1ea5p th\u1ee5 h\u00f3a \u0111\u01a1n chip nh\u1edb \u0111\u00e3 t\u0103ng g\u1ea7n g\u1ea5p \u0111\u00f4i.<\/p>\n\n\n\n<h2 id=\"numbers\" class=\"wp-block-heading\">Khan Hi\u1ebfm Chip Nh\u1edb Nghi\u00eam Tr\u1ecdng \u0110\u1ebfn \u0110\u00e2u? C\u00e1c Con S\u1ed1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Theo s\u1ed1 li\u1ec7u Omdia c\u00f4ng b\u1ed1 th\u00e1ng 7 n\u0103m 2026, chip nh\u1edb \u0111\u00e3 t\u0103ng t\u1eeb kho\u1ea3ng m\u1ed9t ph\u1ea7n ba chi ph\u00ed s\u1ea3n xu\u1ea5t m\u1ed9t chi\u1ebfc \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb l\u00ean g\u1ea7n 60% ch\u1ec9 trong ch\u01b0a \u0111\u1ea7y m\u1ed9t n\u0103m. V\u1edbi m\u00e1y r\u1ebb nh\u1ea5t, d\u01b0\u1edbi 100 USD, chip nh\u1edb nay v\u01b0\u1ee3t 64% chi ph\u00ed linh ki\u1ec7n. H\u00e3ng nghi\u00ean c\u1ee9u b\u1ed9 nh\u1edb TrendForce v\u00e0 nhi\u1ec1u \u0111\u01a1n v\u1ecb kh\u00e1c ghi nh\u1eadn gi\u00e1 h\u1ee3p \u0111\u1ed3ng DRAM t\u0103ng d\u1ed1c, m\u1ed9t s\u1ed1 lo\u1ea1i t\u0103ng kho\u1ea3ng 90% trong qu\u00fd 1 n\u0103m 2026 so v\u1edbi qu\u00fd tr\u01b0\u1edbc. Khan hi\u1ebfm chip nh\u1edb \u0111\u00e3 bi\u1ebfn b\u1ed9 nh\u1edb t\u1eeb m\u1ed9t kho\u1ea3n m\u1ee5c nh\u1ecf th\u00e0nh chi ph\u00ed l\u1edbn nh\u1ea5t trong m\u1ed9t chi\u1ebfc \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Ph\u00e2n kh\u00fac gi\u00e1 \u0111i\u1ec7n tho\u1ea1i<\/th><th>D\u1ef1 b\u00e1o l\u01b0\u1ee3ng b\u00e1n 2026<\/th><th>T\u1ef7 tr\u1ecdng chip nh\u1edb trong chi ph\u00ed s\u1ea3n xu\u1ea5t<\/th><\/tr><\/thead><tbody><tr><td>D\u01b0\u1edbi 100 USD<\/td><td>Gi\u1ea3m m\u1ea1nh, ngu\u1ed3n cung khan hi\u1ebfm nh\u1ea5t<\/td><td>Tr\u00ean 64%<\/td><\/tr><tr><td>D\u01b0\u1edbi 400 USD (gi\u00e1 r\u1ebb v\u00e0 t\u1ea7m trung)<\/td><td>Gi\u1ea3m h\u01a1n 22%<\/td><td>G\u1ea7n 60%<\/td><\/tr><tr><td>Tr\u00ean 400 USD (cao c\u1ea5p)<\/td><td>T\u0103ng kho\u1ea3ng 5,7%<\/td><td>T\u1ef7 tr\u1ecdng nh\u1ecf h\u01a1n, bi\u00ean l\u1ee3i nhu\u1eadn t\u1ed1t h\u01a1n<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">Ngu\u1ed3n: Omdia, th\u00e1ng 7 n\u0103m 2026. S\u1ed1 li\u1ec7u l\u00e0 d\u1ef1 b\u00e1o to\u00e0n c\u1ea7u cho c\u1ea3 n\u0103m 2026.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Khan hi\u1ebfm chip nh\u1edb kh\u00f4ng t\u00e1c \u0111\u1ed9ng \u0111\u1ed3ng \u0111\u1ec1u l\u00ean m\u1ecdi ph\u00e2n kh\u00fac. Omdia k\u1ef3 v\u1ecdng \u0111i\u1ec7n tho\u1ea1i tr\u00ean 400 USD t\u0103ng kho\u1ea3ng 5,7% trong n\u0103m 2026, nh\u1edd bi\u00ean l\u1ee3i nhu\u1eadn t\u1ed1t h\u01a1n v\u00e0 ng\u01b0\u1eddi mua \u00edt nh\u1ea1y c\u1ea3m v\u1edbi gi\u00e1. Ng\u01b0\u1ee3c l\u1ea1i, l\u01b0\u1ee3ng m\u00e1y d\u01b0\u1edbi 400 USD \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o gi\u1ea3m h\u01a1n 22%. Kho\u1ea3ng c\u00e1ch n\u00e0y cho th\u1ea5y \u0111\u00e2y th\u1ef1c ch\u1ea5t l\u00e0 b\u00e0i to\u00e1n c\u1ee7a \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb: c\u00f9ng m\u1ed9t chi ph\u00ed chip nh\u1edb l\u00e0 nh\u1ecf so v\u1edbi gi\u00e1 m\u00e1y cao c\u1ea5p nh\u01b0ng l\u1ea1i mang t\u00ednh quy\u1ebft \u0111\u1ecbnh v\u1edbi chi\u1ebfc m\u00e1y t\u1eebng b\u00e1n d\u01b0\u1edbi 150 USD.<\/p>\n\n\n\n<h2 id=\"which\" class=\"wp-block-heading\">\u0110i\u1ec7n Tho\u1ea1i N\u00e0o B\u1ecb \u1ea2nh H\u01b0\u1edfng B\u1edfi Khan Hi\u1ebfm Chip Nh\u1edb?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110i\u1ec7n tho\u1ea1i Android gi\u00e1 r\u1ebb v\u00e0 t\u1ea7m trung l\u00e0 n\u1ea1n nh\u00e2n r\u00f5 r\u00e0ng. Omdia n\u00eau t\u00ean c\u00e1c h\u00e3ng g\u1ed3m Transsion (ch\u1ee7 s\u1edf h\u1eefu Tecno v\u00e0 Infinix), OPPO, vivo, Honor v\u00e0 Xiaomi \u0111\u00e3 t\u0103ng gi\u00e1 b\u00e1n l\u1ebb trong n\u0103m 2026 ch\u1ec9 \u0111\u1ec3 gi\u1eef bi\u00ean l\u1ee3i nhu\u1eadn m\u1ecfng. M\u1ed9t s\u1ed1 h\u00e3ng c\u00f2n c\u1eaft gi\u1ea3m c\u1ea5u h\u00ecnh, b\u00e1n \u00edt RAM ho\u1eb7c b\u1ed9 nh\u1edb h\u01a1n \u1edf c\u00f9ng m\u1ee9c gi\u00e1, khi\u1ebfn ng\u01b0\u1eddi mua nh\u1eadn \u0111\u01b0\u1ee3c \u00edt h\u01a1n v\u1edbi s\u1ed1 ti\u1ec1n b\u1ecf ra. V\u00ec v\u1eady khan hi\u1ebfm chip nh\u1edb th\u1ec3 hi\u1ec7n theo hai c\u00e1ch c\u00f9ng l\u00fac: gi\u00e1 ni\u00eam y\u1ebft cao h\u01a1n v\u00e0 ph\u1ea7n c\u1ee9ng b\u1ecb h\u1ea1 ng\u1ea7m.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110i\u1ec7n tho\u1ea1i cao c\u1ea5p \u0111\u01b0\u1ee3c b\u1ea3o v\u1ec7 t\u1ed1t h\u01a1n nhi\u1ec1u. Tr\u00ean m\u1ed9t chi\u1ebfc m\u00e1y b\u00e1n tr\u00ean 400 USD, h\u00f3a \u0111\u01a1n chip nh\u1edb cao h\u01a1n ch\u1ec9 chi\u1ebfm ph\u1ea7n nh\u1ecf trong t\u1ed5ng gi\u00e1, v\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t c\u00f3 \u0111\u1ee7 bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u1ec3 h\u1ea5p th\u1ee5. \u0110\u00e2y l\u00e0 l\u00fd do khan hi\u1ebfm chip nh\u1edb n\u1edbi r\u1ed9ng kho\u1ea3ng c\u00e1ch gi\u1eefa m\u00e1y gi\u00e1 r\u1ebb v\u00e0 m\u00e1y cao c\u1ea5p. V\u1edbi \u0111\u1ed9c gi\u1ea3 mu\u1ed1n theo d\u00f5i c\u00e1ch nhu c\u1ea7u AI \u0111\u1ecbnh h\u00ecnh l\u1ea1i th\u1ecb tr\u01b0\u1eddng c\u00f4ng ngh\u1ec7, b\u00e0i <a href=\"https:\/\/blog.datacore.vn\/vi\/chien-luoc-ai-viet-nam-2026\/\">ph\u00e2n t\u00edch chi\u1ebfn l\u01b0\u1ee3c AI Vi\u1ec7t Nam 2026<\/a> c\u1ee7a ch\u00fang t\u00f4i b\u00e0n v\u1ec1 b\u1ed1i c\u1ea3nh ch\u00ednh s\u00e1ch r\u1ed9ng h\u01a1n.<\/p>\n\n\n\n<h2 id=\"why\" class=\"wp-block-heading\">V\u00ec Sao AI Th\u1eafng Trong Cu\u1ed9c Ph\u00e2n B\u1ed5 Chip Nh\u1edb?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">C\u00e2u tr\u1ea3 l\u1eddi n\u1eb1m \u1edf kinh t\u1ebf. M\u1ed9t kh\u1ed1i HBM c\u00f3 th\u1ec3 b\u00e1n v\u1edbi gi\u00e1 kho\u1ea3ng 60 \u0111\u1ebfn 100 USD, so v\u1edbi ch\u1ec9 kho\u1ea3ng 5 \u0111\u1ebfn 10 USD cho m\u1ed9t l\u01b0\u1ee3ng chip nh\u1edb DDR5 ti\u00eau chu\u1ea9n t\u01b0\u01a1ng \u0111\u01b0\u01a1ng, theo IEEE Spectrum (2026). Samsung, SK Hynix v\u00e0 Micron, ba h\u00e3ng c\u00f9ng ki\u1ec3m so\u00e1t h\u01a1n 95% s\u1ea3n l\u01b0\u1ee3ng DRAM to\u00e0n c\u1ea7u, \u0111\u00e3 chuy\u1ec3n c\u00f4ng su\u1ea5t t\u1ea5m b\u00e1n d\u1eabn sang HBM c\u00f3 l\u1ee3i nhu\u1eadn cao h\u01a1n nhi\u1ec1u d\u00f9ng cho b\u1ed9 t\u0103ng t\u1ed1c AI. M\u1ed7i t\u1ea5m b\u00e1n d\u1eabn d\u00e0nh cho HBM l\u00e0 m\u1ed9t t\u1ea5m kh\u00f4ng tr\u1edf th\u00e0nh chip nh\u1edb \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb, \u0111\u00f3 ch\u00ednh l\u00e0 c\u01a1 ch\u1ebf t\u1ea1o ra khan hi\u1ebfm b\u1ed9 nh\u1edb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110i\u1ec1u n\u00e0y s\u1ebd kh\u00f4ng \u0111\u1ea3o chi\u1ec1u nhanh. X\u00e2y d\u1ef1ng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb m\u1edbi c\u1ea7n nhi\u1ec1u n\u0103m v\u00e0 v\u1ed1n l\u1edbn, n\u00ean gi\u1edbi ph\u00e2n t\u00edch ch\u1ec9 k\u1ef3 v\u1ecdng ngu\u1ed3n cung d\u1ecbu l\u1ea1i khi n\u0103ng l\u1ef1c m\u1edbi xu\u1ea5t hi\u1ec7n trong kho\u1ea3ng 2027 \u0111\u1ebfn 2028, v\u1edbi \u0111i\u1ec1u ki\u1ec7n nhu c\u1ea7u AI kh\u00f4ng ti\u1ebfp t\u1ee5c leo thang. Tr\u01b0\u1edbc th\u1eddi \u0111i\u1ec3m \u0111\u00f3, khan hi\u1ebfm b\u1ed9 nh\u1edb l\u00e0 \u0111\u1eb7c \u0111i\u1ec3m b\u1ec1n v\u1eefng c\u1ee7a th\u1ecb tr\u01b0\u1eddng ch\u1ee9 kh\u00f4ng ph\u1ea3i m\u1ed9t \u0111\u1ee3t t\u0103ng ng\u1eafn h\u1ea1n. B\u00e0i <a href=\"https:\/\/blog.datacore.vn\/vi\/bang-xep-hang-ai-thang-7-2026\/\">b\u1ea3ng x\u1ebfp h\u1ea1ng m\u00f4 h\u00ecnh AI h\u1eb1ng th\u00e1ng<\/a> c\u1ee7a ch\u00fang t\u00f4i theo d\u00f5i t\u1ed1c \u0111\u1ed9 t\u0103ng c\u1ee7a nhu c\u1ea7u AI ti\u00ean ti\u1ebfn.<\/p>\n\n\n\n<h2 id=\"vietnam\" class=\"wp-block-heading\">Khan Hi\u1ebfm Chip Nh\u1edb C\u00f3 \u00dd Ngh\u0129a G\u00ec V\u1edbi Vi\u1ec7t Nam?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Vi\u1ec7t Nam ch\u1ecbu \u1ea3nh h\u01b0\u1edfng \u0111\u1eb7c bi\u1ec7t v\u00ec th\u1ecb tr\u01b0\u1eddng nghi\u00eang v\u1ec1 \u0111i\u1ec7n tho\u1ea1i gi\u00e1 ph\u1ea3i ch\u0103ng. Th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh Vi\u1ec7t Nam \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 kho\u1ea3ng 6,71 t\u1ef7 USD n\u0103m 2024 (TechSci Research). Trong qu\u00fd 3 n\u0103m 2025, Samsung d\u1eabn \u0111\u1ea7u v\u1edbi kho\u1ea3ng 29% th\u1ecb ph\u1ea7n, Xiaomi gi\u1eef kho\u1ea3ng 19%, c\u00f2n Apple v\u00e0 OPPO m\u1ed7i h\u00e3ng kho\u1ea3ng 17% (TelecomLead, 2025). Counterpoint Research l\u01b0u \u00fd t\u1ef7 tr\u1ecdng \u0111i\u1ec7n tho\u1ea1i d\u01b0\u1edbi 200 USD \u0111\u00e3 gi\u1ea3m c\u00f2n kho\u1ea3ng 50%, m\u1ee9c th\u1ea5p k\u1ef7 l\u1ee5c, khi ng\u01b0\u1eddi mua chuy\u1ec3n l\u00ean ph\u00e2n kh\u00fac 200 \u0111\u1ebfn 400 USD, v\u1ed1n t\u0103ng kho\u1ea3ng 19% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"1280\" src=\"https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor.jpg\" alt=\"T\u1ea5m b\u00e1n d\u1eabn silic d\u00f9ng \u0111\u1ec3 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb AI v\u00e0 DRAM\" class=\"wp-image-2269\" srcset=\"https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor.jpg 1280w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor-300x300.jpg 300w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor-1024x1024.jpg 1024w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor-150x150.jpg 150w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor-768x768.jpg 768w, https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/silicon-wafer-semiconductor-12x12.jpg 12w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">M\u1ed9t t\u1ea5m b\u00e1n d\u1eabn silic, nguy\u00ean li\u1ec7u th\u00f4 m\u00e0 c\u00e1c nh\u00e0 m\u00e1y nay h\u01b0\u1edbng sang HBM thay v\u00ec b\u1ed9 nh\u1edb DRAM gi\u00e1 r\u1ebb.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">S\u1ef1 d\u1ecbch chuy\u1ec3n l\u00ean t\u1ea7m trung \u0111\u00f3 r\u1ea5t quan tr\u1ecdng, v\u00ec ph\u00e2n kh\u00fac 200 \u0111\u1ebfn 400 USD n\u1eb1m ngay trong nh\u00f3m d\u01b0\u1edbi 400 USD m\u00e0 Omdia d\u1ef1 b\u00e1o s\u1ebd thu h\u1eb9p. Tr\u00ean th\u1ef1c t\u1ebf, ng\u01b0\u1eddi ti\u00eau d\u00f9ng Vi\u1ec7t Nam s\u1ebd th\u1ea5y \u00edt m\u1eabu m\u00e1y gi\u00e1 r\u1ebb m\u1edbi h\u01a1n, nhi\u1ec1u \u0111\u1ee3t t\u0103ng gi\u00e1 h\u01a1n v\u00e0 khuy\u1ebfn m\u00e3i m\u1ecfng h\u01a1n v\u00e0o cu\u1ed1i n\u0103m 2026. Ng\u01b0\u1eddi mua l\u1ea7n \u0111\u1ea7u, h\u1ecdc sinh sinh vi\u00ean v\u00e0 h\u1ed9 gia \u0111\u00ecnh n\u00f4ng th\u00f4n, nh\u1eefng ng\u01b0\u1eddi ph\u1ee5 thu\u1ed9c nhi\u1ec1u nh\u1ea5t v\u00e0o \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb, c\u1ea3m nh\u1eadn khan hi\u1ebfm b\u1ed9 nh\u1edb tr\u1ef1c ti\u1ebfp nh\u1ea5t. V\u1edbi doanh nghi\u1ec7p, chi ph\u00ed thi\u1ebft b\u1ecb cho nh\u00e2n vi\u00ean hi\u1ec7n tr\u01b0\u1eddng c\u0169ng s\u1ebd nh\u00edch l\u00ean.<\/p>\n\n\n\n<h2 id=\"respond\" class=\"wp-block-heading\">Doanh Nghi\u1ec7p v\u00e0 Ng\u01b0\u1eddi Mua Vi\u1ec7t Nam N\u00ean \u1ee8ng Ph\u00f3 Ra Sao?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">V\u1edbi ng\u01b0\u1eddi mua, l\u1eddi khuy\u00ean th\u1ef1c t\u1ebf l\u00e0 mua s\u1edbm h\u01a1n n\u1ebfu b\u1ea1n c\u1ea7n m\u1ed9t chi\u1ebfc \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb, v\u00e0 n\u00ean l\u01b0\u1eddng tr\u01b0\u1edbc r\u1eb1ng m\u1eabu n\u0103m nay c\u00f3 th\u1ec3 c\u00f3 \u00edt RAM h\u01a1n m\u1eabu n\u0103m ngo\u00e1i \u1edf c\u00f9ng m\u1ee9c gi\u00e1. H\u00e3y so s\u00e1nh th\u00f4ng s\u1ed1 b\u1ed9 nh\u1edb, kh\u00f4ng ch\u1ec9 nh\u00ecn gi\u00e1 ni\u00eam y\u1ebft. V\u1edbi doanh nghi\u1ec7p mua thi\u1ebft b\u1ecb s\u1ed1 l\u01b0\u1ee3ng l\u1edbn, h\u00e3y ch\u1ed1t \u0111\u01a1n s\u1edbm v\u00e0 d\u1ef1 tr\u00f9 chi ph\u00ed tr\u00ean m\u1ed7i m\u00e1y cao h\u01a1n cho t\u1edbi n\u0103m 2027.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u1edbi c\u00e1c c\u00f4ng ty d\u1ef1a tr\u00ean d\u1eef li\u1ec7u, b\u00e0i h\u1ecdc s\u00e2u h\u01a1n l\u00e0 nhu c\u1ea7u AI nay d\u1ecbch chuy\u1ec3n c\u1ea3 chu\u1ed7i cung \u1ee9ng v\u1eadt l\u00fd, kh\u00f4ng ch\u1ec9 l\u1ed9 tr\u00ecnh ph\u1ea7n m\u1ec1m. Theo d\u00f5i chi ph\u00ed linh ki\u1ec7n, gi\u00e1 c\u1ee7a nh\u00e0 cung c\u1ea5p v\u00e0 th\u1ecb ph\u1ea7n ch\u00ednh l\u00e0 lo\u1ea1i th\u00f4ng tin th\u1ecb tr\u01b0\u1eddng c\u00f3 c\u1ea5u tr\u00fac m\u00e0 DataCore x\u00e2y d\u1ef1ng. <a href=\"https:\/\/datacore.vn\/vi\/services\/company-intelligence\" target=\"_blank\" rel=\"noopener\">D\u1ecbch v\u1ee5 Company Intelligence<\/a> c\u1ee7a ch\u00fang t\u00f4i l\u1eadp b\u1ea3n \u0111\u1ed3 t\u00edn hi\u1ec7u nh\u00e0 cung c\u1ea5p, v\u00e0 c\u00e1c <a href=\"https:\/\/datacore.vn\/vi\/data-domains\/\" target=\"_blank\" rel=\"noopener\">mi\u1ec1n d\u1eef li\u1ec7u<\/a> bao ph\u1ee7 nh\u1eefng b\u1ed9 d\u1eef li\u1ec7u th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u1ed5 ch\u1ee9c \u0111\u1ee9ng sau c\u00e1c ph\u00e2n t\u00edch nh\u01b0 b\u00e0i n\u00e0y. V\u1ec1 b\u1ed1i c\u1ea3nh AI, xem <a href=\"https:\/\/blog.datacore.vn\/vi\/gpt-5-6-huong-dan-thiet-yeu-ai-viet-nam\/\">h\u01b0\u1edbng d\u1eabn GPT-5.6 cho \u0111\u1ed9i ng\u0169 AI Vi\u1ec7t Nam<\/a>.<\/p>\n\n\n\n<h2 id=\"wider\" class=\"wp-block-heading\">Khan Hi\u1ebfm Chip Nh\u1edb N\u1eb1m \u1ede \u0110\u00e2u Trong B\u1ee9c Tranh Th\u1ecb Tr\u01b0\u1eddng 2026?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Khan hi\u1ebfm b\u1ed9 nh\u1edb kh\u00f4ng ch\u1ec9 l\u00e0 c\u00e2u chuy\u1ec7n c\u1ee7a \u0111i\u1ec7n tho\u1ea1i. N\u00f3 lan kh\u1eafp chu\u1ed7i cung \u1ee9ng \u0111i\u1ec7n t\u1eed. Omdia k\u1ef3 v\u1ecdng to\u00e0n th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh thu h\u1eb9p trong n\u0103m 2026, v\u1edbi ph\u00e2n kh\u00fac gi\u00e1 r\u1ebb ch\u1ecbu m\u1ee9c c\u1eaft gi\u1ea3m s\u00e2u nh\u1ea5t. M\u00e1y t\u00ednh c\u00e1 nh\u00e2n, m\u00e1y t\u00ednh b\u1ea3ng v\u00e0 m\u00e1y ch\u1ee7 gi\u00e1 th\u1ea5p \u0111\u1ec1u d\u00f9ng chung ngu\u1ed3n DRAM, n\u00ean \u00e1p l\u1ef1c l\u00e0m t\u0103ng gi\u00e1 \u0111i\u1ec7n tho\u1ea1i c\u0169ng l\u00e0m t\u0103ng chi ph\u00ed laptop v\u00e0 PC ph\u1ed5 th\u00f4ng. Gi\u1edbi ph\u00e2n t\u00edch m\u00f4 t\u1ea3 m\u1ed9t cu\u1ed9c kh\u1ee7ng ho\u1ea3ng ngu\u1ed3n cung DDR5 tr\u00ean di\u1ec7n r\u1ed9ng, khi b\u1ed9 nh\u1edb ti\u00eau chu\u1ea9n d\u00f9ng cho thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng b\u1ecb b\u1ed9 t\u0103ng t\u1ed1c AI h\u00fat m\u1ea5t.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110\u00f3 l\u00e0 l\u00fd do khan hi\u1ebfm b\u1ed9 nh\u1edb quan tr\u1ecdng v\u01b0\u1ee3t ra ngo\u00e0i m\u1ed9t s\u1ea3n ph\u1ea9m \u0111\u01a1n l\u1ebb. Khi m\u1ed9t b\u00ean mua, \u1edf \u0111\u00e2y l\u00e0 ng\u00e0nh AI, s\u1eb5n s\u00e0ng tr\u1ea3 nhi\u1ec1u h\u01a1n cho m\u1ed7i t\u1ea5m b\u00e1n d\u1eabn, m\u1ecdi b\u00ean mua kh\u00e1c \u0111\u1ec1u c\u1ea1nh tranh \u1edf th\u1ebf b\u1ea5t l\u1ee3i. Hi\u1ec7u \u1ee9ng d\u00e2y chuy\u1ec1n ch\u1ea1m t\u1edbi nh\u00e0 gia c\u00f4ng, nh\u00e0 ph\u00e2n ph\u1ed1i v\u00e0 nh\u00e0 b\u00e1n l\u1ebb, nh\u1eefng b\u00ean ph\u1ea3i quy\u1ebft \u0111\u1ecbnh n\u00ean t\u0103ng gi\u00e1, c\u1eaft c\u1ea5u h\u00ecnh hay ch\u1ea5p nh\u1eadn bi\u00ean l\u1ee3i nhu\u1eadn m\u1ecfng h\u01a1n. V\u1edbi m\u1ed9t th\u1ecb tr\u01b0\u1eddng nh\u01b0 Vi\u1ec7t Nam, n\u01a1i thi\u1ebft b\u1ecb nh\u1eadp kh\u1ea9u chi\u1ebfm \u01b0u th\u1ebf v\u00e0 \u0111\u1ed9 nh\u1ea1y gi\u00e1 cao, c\u00e1c quy\u1ebft \u0111\u1ecbnh n\u00e0y nhanh ch\u00f3ng hi\u1ec7n l\u00ean tr\u00ean k\u1ec7 h\u00e0ng.<\/p>\n\n\n\n<h2 id=\"dram-hbm\" class=\"wp-block-heading\">DRAM v\u00e0 HBM Kh\u00e1c Nhau Ra Sao v\u00e0 V\u00ec Sao Quan Tr\u1ecdng?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">DRAM (b\u1ed9 nh\u1edb truy c\u1eadp ng\u1eabu nhi\u00ean \u0111\u1ed9ng) l\u00e0 b\u1ed9 nh\u1edb l\u00e0m vi\u1ec7c h\u1eb1ng ng\u00e0y trong \u0111i\u1ec7n tho\u1ea1i, laptop v\u00e0 m\u00e1y ch\u1ee7. HBM (b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao) l\u00e0 m\u1ed9t d\u1ea1ng DRAM x\u1ebfp ch\u1ed3ng chuy\u00ean bi\u1ec7t, d\u1ef1ng cho th\u00f4ng l\u01b0\u1ee3ng d\u1eef li\u1ec7u kh\u1ed5ng l\u1ed3 m\u00e0 b\u1ed9 t\u0103ng t\u1ed1c AI c\u1ea7n. HBM b\u00e1n v\u1edbi m\u1ee9c ch\u00eanh gi\u00e1 l\u1edbn: m\u1ed9t kh\u1ed1i HBM c\u00f3 th\u1ec3 \u0111\u1ea1t kho\u1ea3ng 60 \u0111\u1ebfn 100 USD, trong khi m\u1ed9t l\u01b0\u1ee3ng b\u1ed9 nh\u1edb DDR5 ti\u00eau chu\u1ea9n t\u01b0\u01a1ng \u0111\u01b0\u01a1ng ch\u1ec9 kho\u1ea3ng 5 \u0111\u1ebfn 10 USD (IEEE Spectrum, 2026). Kho\u1ea3ng c\u00e1ch gi\u00e1 \u0111\u00f3 l\u00e0 \u0111\u1ed9ng c\u01a1 c\u1ee7a khan hi\u1ebfm b\u1ed9 nh\u1edb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u00ec Samsung, SK Hynix v\u00e0 Micron ki\u1ec3m so\u00e1t h\u01a1n 95% s\u1ea3n l\u01b0\u1ee3ng DRAM, l\u1ef1a ch\u1ecdn c\u00f4ng su\u1ea5t c\u1ee7a h\u1ecd \u0111\u1ecbnh \u0111o\u1ea1t th\u1ecb tr\u01b0\u1eddng. Khi h\u1ecd h\u01b0\u1edbng t\u1ea5m b\u00e1n d\u1eabn sang HBM, ngu\u1ed3n cung b\u1ed9 nh\u1edb gi\u00e1 r\u1ebb th\u1eaft l\u1ea1i v\u00e0 gi\u00e1 leo thang. HBM v\u00e0 DRAM ti\u00eau chu\u1ea9n \u0111\u01b0\u1ee3c l\u00e0m tr\u00ean c\u00e1c d\u00e2y chuy\u1ec1n ch\u1ed3ng l\u1ea5n, n\u00ean s\u1ea3n xu\u1ea5t th\u00eam HBM tr\u1ef1c ti\u1ebfp l\u00e0m gi\u1ea3m l\u01b0\u1ee3ng b\u1ed9 nh\u1edb ph\u1ed5 th\u00f4ng \u0111\u1ebfn tay nh\u00e0 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n tho\u1ea1i. Hi\u1ec3u \u0111\u01b0\u1ee3c s\u1ef1 ph\u00e2n t\u00e1ch DRAM v\u00e0 HBM l\u00e0 ch\u00eca kh\u00f3a \u0111\u1ec3 th\u1ea5y v\u00ec sao khan hi\u1ebfm b\u1ed9 nh\u1edb mang t\u00ednh c\u1ea5u tr\u00fac, kh\u00f4ng ph\u1ea3i m\u1ed9t s\u1ef1 ch\u1eadm tr\u1ec5 giao h\u00e0ng t\u1ea1m th\u1eddi.<\/p>\n\n\n\n<h2 id=\"responding\" class=\"wp-block-heading\">C\u00e1c Nh\u00e0 S\u1ea3n Xu\u1ea5t Chip Nh\u1edb v\u00e0 H\u00e3ng \u0110i\u1ec7n Tho\u1ea1i \u0110ang \u1ee8ng Ph\u00f3 Th\u1ebf N\u00e0o?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb \u0111i theo l\u1ee3i nhu\u1eadn. V\u1edbi HBM c\u00f3 m\u1ee9c ch\u00eanh gi\u00e1 l\u1edbn, Samsung, SK Hynix v\u00e0 Micron \u0111ang m\u1edf r\u1ed9ng s\u1ea3n l\u01b0\u1ee3ng HBM v\u00e0 d\u00e0nh ph\u1ea7n c\u00f4ng su\u1ea5t t\u1ea5m b\u00e1n d\u1eabn khan hi\u1ebfm cho n\u00f3, \u0111\u00e2y l\u00e0 nguy\u00ean nh\u00e2n ph\u00eda cung tr\u1ef1c ti\u1ebfp c\u1ee7a khan hi\u1ebfm b\u1ed9 nh\u1edb. C\u00f3 nh\u1eefng th\u00f4ng b\u00e1o v\u1ec1 c\u00f4ng su\u1ea5t m\u1edbi, nh\u01b0ng nh\u00e0 m\u00e1y b\u1ed9 nh\u1edb c\u1ea7n nhi\u1ec1u n\u0103m v\u00e0 h\u00e0ng t\u1ef7 USD v\u1ed1n \u0111\u1ec3 \u0111\u01b0a v\u00e0o v\u1eadn h\u00e0nh, n\u00ean m\u1ecdi s\u1ef1 d\u1ecbu l\u1ea1i \u0111\u1ec1u \u0111\u1ebfn theo l\u1ed9 tr\u00ecnh nhi\u1ec1u n\u0103m ch\u1ee9 kh\u00f4ng ph\u1ea3i trong m\u1ed9t qu\u00fd.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">C\u00e1c h\u00e3ng \u0111i\u1ec7n tho\u1ea1i \u0111i\u1ec1u ch\u1ec9nh theo ba c\u00e1ch. M\u1ed9t s\u1ed1 t\u0103ng gi\u00e1 b\u00e1n l\u1ebb, nh\u01b0 Omdia quan s\u00e1t \u1edf Transsion, OPPO, vivo, Honor v\u00e0 Xiaomi trong n\u0103m 2026. M\u1ed9t s\u1ed1 c\u1eaft c\u1ea5u h\u00ecnh, b\u00e1n m\u00e1y v\u1edbi \u00edt RAM ho\u1eb7c b\u1ed9 nh\u1edb h\u01a1n \u1edf c\u00f9ng m\u1ee9c gi\u00e1 \u0111\u1ec3 gi\u1eef con s\u1ed1 qu\u1ea3ng c\u00e1o. S\u1ed1 kh\u00e1c ho\u00e3n ho\u1eb7c h\u1ee7y h\u1eb3n c\u00e1c m\u1eabu r\u1ebb nh\u1ea5t, t\u1eadp trung v\u00e0o m\u00e1y m\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn c\u00f3 th\u1ec3 h\u1ea5p th\u1ee5 h\u00f3a \u0111\u01a1n b\u1ed9 nh\u1edb. M\u1ed7i c\u00e1ch \u1ee9ng ph\u00f3 \u0111\u1ec1u \u0111\u1ea9y m\u1ed9t ph\u1ea7n khan hi\u1ebfm b\u1ed9 nh\u1edb sang ng\u01b0\u1eddi mua, d\u01b0\u1edbi d\u1ea1ng gi\u00e1 cao h\u01a1n ho\u1eb7c m\u00e1y y\u1ebfu h\u01a1n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u1edbi m\u1ed9t th\u1ecb tr\u01b0\u1eddng nh\u01b0 Vi\u1ec7t Nam, t\u1ed5 h\u1ee3p c\u00e1c c\u00e1ch \u1ee9ng ph\u00f3 n\u00e0y quy\u1ebft \u0111\u1ecbnh c\u1ea3m nh\u1eadn v\u1ec1 khan hi\u1ebfm b\u1ed9 nh\u1edb tr\u00ean th\u1ef1c \u0111\u1ecba. N\u1ebfu c\u00e1c h\u00e3ng thi\u00ean v\u1ec1 t\u0103ng gi\u00e1, kh\u1ea3 n\u0103ng chi tr\u1ea3 b\u1ec1 m\u1eb7t b\u1ecb \u1ea3nh h\u01b0\u1edfng. N\u1ebfu h\u1ecd thi\u00ean v\u1ec1 c\u1eaft c\u1ea5u h\u00ecnh \u00e2m th\u1ea7m, ng\u01b0\u1eddi mua c\u00f3 th\u1ec3 kh\u00f4ng nh\u1eadn ra cho t\u1edbi khi so s\u00e1nh m\u1eabu n\u0103m nay v\u1edbi n\u0103m ngo\u00e1i. D\u00f9 theo c\u00e1ch n\u00e0o, ng\u01b0\u1eddi mua t\u1ec9nh t\u00e1o, bi\u1ebft \u0111\u1ecdc th\u00f4ng s\u1ed1 b\u1ed9 nh\u1edb ch\u1ee9 kh\u00f4ng ch\u1ec9 nh\u00ecn gi\u00e1, s\u1ebd ra quy\u1ebft \u0111\u1ecbnh t\u1ed1t h\u01a1n trong giai \u0111o\u1ea1n khan hi\u1ebfm.<\/p>\n\n\n\n<h2 id=\"faq\" class=\"wp-block-heading\">C\u00e2u H\u1ecfi Th\u01b0\u1eddng G\u1eb7p V\u1ec1 Khan Hi\u1ebfm Chip Nh\u1edb v\u00e0 \u0110i\u1ec7n Tho\u1ea1i<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nguy\u00ean nh\u00e2n khan hi\u1ebfm b\u1ed9 nh\u1edb n\u0103m 2026 l\u00e0 g\u00ec?<\/strong> C\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI mua HBM v\u00e0 DRAM v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng kh\u1ed5ng l\u1ed3 cho b\u1ed9 t\u0103ng t\u1ed1c AI. Nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb chuy\u1ec3n c\u00f4ng su\u1ea5t t\u1ea5m b\u00e1n d\u1eabn sang HBM bi\u00ean cao, \u0111\u1ec3 l\u1ea1i \u00edt ngu\u1ed3n cung h\u01a1n cho b\u1ed9 nh\u1edb DRAM gi\u00e1 r\u1ebb m\u00e0 \u0111i\u1ec7n tho\u1ea1i ph\u1ed5 th\u00f4ng s\u1eed d\u1ee5ng. K\u1ebft qu\u1ea3 l\u00e0 khan hi\u1ebfm b\u1ed9 nh\u1edb, m\u1ed9t s\u1ef1 th\u1eaft ch\u1eb7t v\u1ec1 ph\u00e2n b\u1ed5 ch\u1ee9 kh\u00f4ng ph\u1ea3i s\u1ef1 c\u1ed1 s\u1ea3n xu\u1ea5t (Omdia, th\u00e1ng 7 n\u0103m 2026).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0110i\u1ec7n tho\u1ea1i n\u00e0o b\u1ecb \u1ea3nh h\u01b0\u1edfng nhi\u1ec1u nh\u1ea5t?<\/strong> M\u00e1y gi\u00e1 r\u1ebb v\u00e0 t\u1ea7m trung d\u01b0\u1edbi 400 USD, \u0111\u1eb7c bi\u1ec7t l\u00e0 m\u00e1y d\u01b0\u1edbi 100 USD n\u01a1i b\u1ed9 nh\u1edb nay v\u01b0\u1ee3t 64% chi ph\u00ed s\u1ea3n xu\u1ea5t. \u0110i\u1ec7n tho\u1ea1i cao c\u1ea5p tr\u00ean 400 USD h\u1ea7u nh\u01b0 \u0111\u01b0\u1ee3c b\u1ea3o v\u1ec7 v\u00e0 v\u1eabn \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o t\u0103ng kho\u1ea3ng 5,7% trong n\u0103m 2026 (Omdia).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Gi\u00e1 b\u1ed9 nh\u1edb \u0111\u00e3 t\u0103ng bao nhi\u00eau?<\/strong> Chip nh\u1edb t\u0103ng t\u1eeb kho\u1ea3ng m\u1ed9t ph\u1ea7n ba l\u00ean g\u1ea7n 60% chi ph\u00ed linh ki\u1ec7n c\u1ee7a m\u1ed9t chi\u1ebfc \u0111i\u1ec7n tho\u1ea1i gi\u00e1 r\u1ebb ch\u1ec9 trong ch\u01b0a \u0111\u1ea7y m\u1ed9t n\u0103m, v\u00e0 gi\u00e1 h\u1ee3p \u0111\u1ed3ng DRAM t\u0103ng d\u1ed1c, m\u1ed9t s\u1ed1 lo\u1ea1i t\u0103ng kho\u1ea3ng 90% so v\u1edbi qu\u00fd tr\u01b0\u1edbc v\u00e0o \u0111\u1ea7u n\u0103m 2026 (Omdia v\u00e0 TrendForce, 2026).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Khan hi\u1ebfm b\u1ed9 nh\u1edb c\u00f3 \u00fd ngh\u0129a g\u00ec v\u1edbi ng\u01b0\u1eddi mua t\u1ea1i Vi\u1ec7t Nam?<\/strong> Th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam nghi\u00eang v\u1ec1 \u0111i\u1ec7n tho\u1ea1i gi\u00e1 ph\u1ea3i ch\u0103ng, n\u00ean ng\u01b0\u1eddi mua s\u1ebd th\u1ea5y \u00edt m\u1eabu gi\u00e1 r\u1ebb h\u01a1n, gi\u00e1 cao h\u01a1n v\u00e0 c\u1ea5u h\u00ecnh b\u1ecb gi\u1ea3m su\u1ed1t n\u0103m 2026 v\u00e0 sang 2027. Mua s\u1edbm h\u01a1n v\u00e0 so s\u00e1nh th\u00f4ng s\u1ed1 b\u1ed9 nh\u1edb l\u00e0 c\u00e1ch \u1ee9ng ph\u00f3 th\u1ef1c t\u1ebf.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Khi n\u00e0o t\u00ecnh tr\u1ea1ng khan hi\u1ebfm b\u1ed9 nh\u1edb k\u1ebft th\u00fac?<\/strong> Gi\u1edbi ph\u00e2n t\u00edch ch\u1ec9 k\u1ef3 v\u1ecdng ngu\u1ed3n cung d\u1ecbu l\u1ea1i khi c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb m\u1edbi \u0111i v\u00e0o ho\u1ea1t \u0111\u1ed9ng trong kho\u1ea3ng 2027 \u0111\u1ebfn 2028, v\u00e0 ch\u1ec9 khi nhu c\u1ea7u AI kh\u00f4ng ti\u1ebfp t\u1ee5c t\u0103ng t\u1ed1c.<\/p>\n\n\n\n<h2 id=\"sources\" class=\"wp-block-heading\">Ngu\u1ed3n Tham Kh\u1ea3o<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Omdia, \"Global smartphones priced below 400 dollars will decline by 22% as memory costs soar\" (th\u00e1ng 7 n\u0103m 2026)<\/li>\n\n\n\n<li>Tom's Hardware, \"Budget smartphone market collapses under the weight of memory shortages\" (th\u00e1ng 7 n\u0103m 2026)<\/li>\n\n\n\n<li>IEEE Spectrum, \"AI Boom Fuels DRAM Shortage and Price Surge\" (2026)<\/li>\n\n\n\n<li>TrendForce, \"Memory Wall Bottleneck: AI Compute Sparks Memory Supercycle\" (2026)<\/li>\n\n\n\n<li>Counterpoint Research, \"Vietnam Smartphone Market Q1 2025\" (2025)<\/li>\n\n\n\n<li>TelecomLead, \"Vietnam smartphone market leaders in Q3 2025\" (2025)<\/li>\n\n\n\n<li>TechSci Research, \"Vietnam Smartphone Market\" (\u0111\u1ecbnh gi\u00e1 2024)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u0110\u0103ng th\u00e1ng 7 n\u0103m 2026. C\u1eadp nh\u1eadt l\u1ea7n cu\u1ed1i ng\u00e0y 11 th\u00e1ng 7 n\u0103m 2026. M\u1ecdi s\u1ed1 li\u1ec7u \u0111\u1ec1u k\u00e8m ngu\u1ed3n v\u00e0 m\u1ed1c th\u1eddi gian ngay trong b\u00e0i; khi d\u1ef1 b\u00e1o gi\u1eefa c\u00e1c h\u00e3ng kh\u00e1c nhau, ch\u00fang t\u00f4i tr\u00edch ngu\u1ed3n \u0111\u01b0\u1ee3c n\u00eau t\u00ean m\u1edbi nh\u1ea5t.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>Omdia d\u1ef1 b\u00e1o l\u01b0\u1ee3ng \u0111i\u1ec7n tho\u1ea1i d\u01b0\u1edbi 400 USD gi\u1ea3m h\u01a1n 22% trong n\u0103m 2026 khi khan hi\u1ebfm chip nh\u1edb \u0111\u1ea9y chi ph\u00ed b\u1ed9 nh\u1edb l\u00ean g\u1ea7n 60% gi\u00e1 th\u00e0nh m\u00e1y gi\u00e1 r\u1ebb. \u00dd ngh\u0129a v\u1edbi Vi\u1ec7t Nam.<\/p>","protected":false},"author":1,"featured_media":2267,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_uag_custom_page_level_css":"","_swt_meta_header_display":false,"_swt_meta_footer_display":false,"_swt_meta_site_title_display":false,"_swt_meta_sticky_header":false,"_swt_meta_transparent_header":false,"footnotes":""},"categories":[19,82],"tags":[1078,1279,1480,1483],"class_list":["post-2244","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-vi","category-cong-nghe-vi","tag-chip-ban-dan-vi-vi","tag-dc-2026-w28-vi-vi","tag-dien-thoai-gia-re-vi-vi","tag-khan-hiem-chip-nho-vi-vi"],"uagb_featured_image_src":{"full":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram.jpg",1280,325,false],"thumbnail":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-150x150.jpg",150,150,true],"medium":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-300x76.jpg",300,76,true],"medium_large":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-768x195.jpg",768,195,true],"large":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-1024x260.jpg",1024,260,true],"1536x1536":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram.jpg",1280,325,false],"2048x2048":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram.jpg",1280,325,false],"trp-custom-language-flag":["https:\/\/blog.datacore.vn\/wp-content\/uploads\/2026\/07\/dram-memory-module-ram-18x5.jpg",18,5,true]},"uagb_author_info":{"display_name":"linhpm","author_link":"https:\/\/blog.datacore.vn\/vi\/author\/linhpm\/"},"uagb_comment_info":0,"uagb_excerpt":"Omdia d\u1ef1 b\u00e1o l\u01b0\u1ee3ng \u0111i\u1ec7n tho\u1ea1i d\u01b0\u1edbi 400 USD gi\u1ea3m h\u01a1n 22% trong n\u0103m 2026 khi khan hi\u1ebfm chip nh\u1edb \u0111\u1ea9y chi ph\u00ed b\u1ed9 nh\u1edb l\u00ean g\u1ea7n 60% gi\u00e1 th\u00e0nh m\u00e1y gi\u00e1 r\u1ebb. \u00dd ngh\u0129a v\u1edbi Vi\u1ec7t Nam.","_links":{"self":[{"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/posts\/2244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/comments?post=2244"}],"version-history":[{"count":6,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/posts\/2244\/revisions"}],"predecessor-version":[{"id":2300,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/posts\/2244\/revisions\/2300"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/media\/2267"}],"wp:attachment":[{"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/media?parent=2244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/categories?post=2244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.datacore.vn\/vi\/wp-json\/wp\/v2\/tags?post=2244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}