{"id":525987,"date":"2026-01-28T17:21:55","date_gmt":"2026-01-28T10:21:55","guid":{"rendered":"https:\/\/hoanghamobile.com\/tin-tuc\/?p=525987"},"modified":"2026-01-28T17:21:55","modified_gmt":"2026-01-28T10:21:55","slug":"dram","status":"publish","type":"post","link":"https:\/\/hoanghamobile.com\/tin-tuc\/dram\/","title":{"rendered":"T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2028"},"content":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb to\u00e0n c\u1ea7u \u0111ang b\u01b0\u1edbc v\u00e0o m\u1ed9t giai \u0111o\u1ea1n \u0111\u1ea7y bi\u1ebfn \u0111\u1ed9ng, khi t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn t\u1eadn n\u0103m 2028. T\u1eeb trung t\u00e2m d\u1eef li\u1ec7u, h\u1ea1 t\u1ea7ng AI cho \u0111\u1ebfn c\u00e1c s\u1ea3n ph\u1ea9m quen thu\u1ed9c nh\u01b0 smartphone hay PC, nhu c\u1ea7u DRAM \u0111\u1ec1u t\u0103ng m\u1ea1nh v\u1edbi t\u1ed1c \u0111\u1ed9 kh\u00f3 ki\u1ec3m so\u00e1t. Trong khi \u0111\u00f3, ngu\u1ed3n cung l\u1ea1i ch\u01b0a k\u1ecbp m\u1edf r\u1ed9ng t\u01b0\u01a1ng x\u1ee9ng, khi\u1ebfn gi\u00e1 th\u00e0nh li\u00ean t\u1ee5c ch\u1ecbu \u00e1p l\u1ef1c \u0111i l\u00ean.<\/p>\n

Nhu c\u1ea7u DRAM t\u0103ng v\u1ecdt \u0111ang l\u00e0m \u0111\u1ea3o l\u1ed9n th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn<\/h2>\n

Trong b\u1ee9c tranh to\u00e0n c\u1ea3nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb, DRAM \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a m\u1ed9t l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng ch\u01b0a t\u1eebng c\u00f3. Theo c\u00e1c d\u1ef1 b\u00e1o m\u1edbi nh\u1ea5t, m\u1ee9c t\u0103ng tr\u01b0\u1edfng bit DRAM \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd \u0111\u1ea1t kho\u1ea3ng 23% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Con s\u1ed1 n\u00e0y ph\u1ea3n \u00e1nh r\u00f5 \u00e1p l\u1ef1c ng\u00e0y c\u00e0ng l\u1edbn l\u00ean chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u.<\/p>\n

Khi nhu c\u1ea7u t\u0103ng nhanh h\u01a1n kh\u1ea3 n\u0103ng m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t, h\u1ec7 qu\u1ea3 t\u1ea5t y\u1ebfu l\u00e0 t\u00ecnh tr\u1ea1ng khan hi\u1ebfm k\u00e9o d\u00e0i v\u00e0 gi\u00e1 th\u00e0nh leo thang. C\u00e1c s\u1ea3n ph\u1ea9m ti\u00eau d\u00f9ng ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o DRAM, t\u1eeb thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed c\u00e1 nh\u00e2n cho \u0111\u1ebfn h\u1ec7 th\u1ed1ng m\u00e1y ch\u1ee7, \u0111\u1ec1u \u0111\u1ee9ng tr\u01b0\u1edbc nguy c\u01a1 tr\u1edf n\u00ean \u0111\u1eaft \u0111\u1ecf h\u01a1n trong th\u1eddi gian t\u1edbi.<\/p>\n

\"dram\"<\/picture><\/p>\n

\u1ede g\u00f3c nh\u00ecn th\u1ecb tr\u01b0\u1eddng, s\u1ef1 thi\u1ebfu h\u1ee5t ngu\u1ed3n cung kh\u00f4ng c\u00f2n l\u00e0 v\u1ea5n \u0111\u1ec1 ng\u1eafn h\u1ea1n. D\u00f9 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb \u0111\u00e3 li\u00ean t\u1ee5c \u0111\u1ea7u t\u01b0 m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t, t\u1ed1c \u0111\u1ed9 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng v\u1eabn kh\u00f3 theo k\u1ecbp nhu c\u1ea7u th\u1ef1c t\u1ebf.<\/p>\n

Theo ph\u00e2n t\u00edch t\u1eeb Yole Group, xu h\u01b0\u1edbng n\u00e0y s\u1ebd ti\u1ebfp t\u1ee5c duy tr\u00ec trong nhi\u1ec1u n\u0103m, thay v\u00ec s\u1edbm h\u1ea1 nhi\u1ec7t. \u0110i\u1ec1u \u0111\u00f3 khi\u1ebfn DRAM tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng linh ki\u1ec7n c\u00f3 m\u1ee9c \u0111\u1ed9 c\u1ea1nh tranh cao nh\u1ea5t hi\u1ec7n nay, n\u01a1i m\u00e0 c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn s\u1eb5n s\u00e0ng chi tr\u1ea3 nhi\u1ec1u h\u01a1n \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung \u1ed5n \u0111\u1ecbnh cho k\u1ebf ho\u1ea1ch ph\u00e1t tri\u1ec3n d\u00e0i h\u1ea1n.<\/p>\n

Trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 AI tr\u1edf th\u00e0nh \u201cnam ch\u00e2m\u201d h\u00fat DRAM<\/h2>\n

M\u1ed9t trong nh\u1eefng nguy\u00ean nh\u00e2n ch\u00ednh \u0111\u1ea9y nhu c\u1ea7u DRAM t\u0103ng m\u1ea1nh \u0111\u1ebfn t\u1eeb c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u. Theo s\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea, ri\u00eang m\u1ea3ng n\u00e0y \u0111\u00e3 chi\u1ebfm h\u01a1n m\u1ed9t n\u1eeda t\u1ed5ng nhu c\u1ea7u DRAM trong n\u0103m nay. M\u1ed9t s\u1ed1 b\u00e1o c\u00e1o th\u1eadm ch\u00ed c\u00f2n \u0111\u01b0a ra k\u1ecbch b\u1ea3n cao h\u01a1n, khi c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u c\u00f3 th\u1ec3 ti\u00eau th\u1ee5 t\u1edbi 70% t\u1ed5ng l\u01b0\u1ee3ng chip nh\u1edb \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t, bao g\u1ed3m c\u1ea3 DRAM v\u00e0 NAND. \u0110\u00e2y l\u00e0 m\u1ee9c ti\u00eau th\u1ee5 v\u01b0\u1ee3t xa c\u00e1c l\u0129nh v\u1ef1c truy\u1ec1n th\u1ed1ng nh\u01b0 PC hay thi\u1ebft b\u1ecb di \u0111\u1ed9ng.<\/p>\n

\"dram-1\"<\/picture><\/p>\n

\u0110i\u1ec1u \u0111\u00e1ng ch\u00fa \u00fd n\u1eb1m \u1edf ch\u1ed7, s\u1ed1 l\u01b0\u1ee3ng m\u00e1y ch\u1ee7 ch\u1ec9 t\u0103ng kho\u1ea3ng 3%, nh\u01b0ng t\u1ed5ng dung l\u01b0\u1ee3ng DRAM \u0111\u01b0\u1ee3c c\u00e0i \u0111\u1eb7t l\u1ea1i d\u1ef1 ki\u1ebfn t\u0103ng t\u1edbi 25%. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y m\u1ed7i h\u1ec7 th\u1ed1ng \u0111ang ng\u00e0y c\u00e0ng \u201cng\u1ed1n\u201d nhi\u1ec1u b\u1ed9 nh\u1edb h\u01a1n, \u0111\u1eb7c bi\u1ec7t \u0111\u1ec3 ph\u1ee5c v\u1ee5 c\u00e1c t\u00e1c v\u1ee5 x\u1eed l\u00fd d\u1eef li\u1ec7u l\u1edbn v\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o.<\/p>\n

Tr\u01b0\u1edbc \u0111\u00f3, m\u1ed9t b\u00e1o c\u00e1o v\u00e0o cu\u1ed1i n\u0103m 2025 t\u1eebng d\u1ef1 \u0111o\u00e1n AI s\u1ebd chi\u1ebfm kho\u1ea3ng 20% ngu\u1ed3n cung DRAM to\u00e0n c\u1ea7u trong n\u0103m 2026. Tuy nhi\u00ean, trong b\u1ed1i c\u1ea3nh c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 c\u1ea1nh tranh gay g\u1eaft \u0111\u1ec3 m\u1edf r\u1ed9ng h\u1ea1 t\u1ea7ng AI, t\u1ef7 l\u1ec7 n\u00e0y nhi\u1ec1u kh\u1ea3 n\u0103ng \u0111\u00e3 cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi \u01b0\u1edbc t\u00ednh ban \u0111\u1ea7u.<\/p>\n

N\u1ed7 l\u1ef1c m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t v\u1eabn ch\u01b0a theo k\u1ecbp c\u01a1n kh\u00e1t b\u1ed9 nh\u1edb<\/h2>\n

Tr\u01b0\u1edbc \u00e1p l\u1ef1c ng\u00e0y c\u00e0ng l\u1edbn t\u1eeb th\u1ecb tr\u01b0\u1eddng, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t DRAM \u0111ang \u0111\u1ea9y m\u1ea1nh k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng. N\u1ed5i b\u1eadt trong s\u1ed1 \u0111\u00f3 l\u00e0 CXMT c\u00f9ng c\u00e1c \u0111\u1ed1i t\u00e1c t\u1ea1i H\u00e0n Qu\u1ed1c, nh\u1eefng \u0111\u01a1n v\u1ecb \u0111ang \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o d\u00e2y chuy\u1ec1n v\u00e0 c\u00f4ng ngh\u1ec7 m\u1edbi. M\u1ee5c ti\u00eau c\u1ee7a h\u1ecd l\u00e0 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng trong th\u1eddi gian ng\u1eafn nh\u1ea5t nh\u1eb1m gi\u1ea3m b\u1edbt s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o ngu\u1ed3n cung h\u1ea1n ch\u1ebf hi\u1ec7n t\u1ea1i.<\/p>\n

\"dram-2\"<\/picture><\/p>\n

D\u00f9 v\u1eady, nhi\u1ec1u chuy\u00ean gia cho r\u1eb1ng nh\u1eefng n\u1ed7 l\u1ef1c n\u00e0y v\u1eabn ch\u01b0a \u0111\u1ee7 \u0111\u1ec3 gi\u1ea3i quy\u1ebft b\u00e0i to\u00e1n thi\u1ebfu h\u1ee5t. M\u1ee9c t\u0103ng tr\u01b0\u1edfng s\u1ea3n l\u01b0\u1ee3ng hi\u1ec7n t\u1ea1i b\u1ecb v\u00ed nh\u01b0 \u201cmu\u1ed1i b\u1ecf b\u1ec3\u201d so v\u1edbi nhu c\u1ea7u DRAM \u0111ang ph\u00ecnh to tr\u00ean nhi\u1ec1u l\u0129nh v\u1ef1c kh\u00e1c nhau. Ngo\u00e0i trung t\u00e2m d\u1eef li\u1ec7u, nhu c\u1ea7u b\u1ed9 nh\u1edb cho smartphone v\u00e0 PC c\u0169ng \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd t\u0103ng l\u1ea7n l\u01b0\u1ee3t 16% v\u00e0 15% trong th\u1eddi gian t\u1edbi.<\/p>\n

Theo nh\u1eadn \u0111\u1ecbnh t\u1eeb Yole, t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM c\u00f3 th\u1ec3 k\u00e9o d\u00e0i \u0111\u1ebfn t\u1eadn n\u0103m 2028. \u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c th\u1ecb tr\u01b0\u1eddng s\u1ebd c\u00f2n \u0111\u1ed1i m\u1eb7t v\u1edbi gi\u00e1 cao v\u00e0 s\u1ef1 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t trong nhi\u1ec1u n\u0103m, \u0111\u1eb7c bi\u1ec7t \u1edf nh\u1eefng ng\u00e0nh ph\u1ee5 thu\u1ed9c s\u00e2u v\u00e0o b\u1ed9 nh\u1edb hi\u1ec7u n\u0103ng cao.<\/p>\n

Xem th\u00eam:<\/p>\n

C\u00e1c h\u1ec7 m\u00e1y console \u0111\u1ed1i m\u1eb7t l\u00e0n s\u00f3ng t\u0103ng gi\u00e1 m\u1edbi<\/b><\/u><\/strong><\/a><\/p>\n

DRAM Snowbolt m\u1edbi c\u1ee7a Samsung c\u00f3 th\u1ec3 gi\u00fap AI c\u1ee7a b\u1ea1n nhanh h\u01a1n v\u00e0 th\u00f4ng minh h\u01a1n<\/b><\/u><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb to\u00e0n c\u1ea7u \u0111ang b\u01b0\u1edbc v\u00e0o m\u1ed9t giai \u0111o\u1ea1n \u0111\u1ea7y bi\u1ebfn \u0111\u1ed9ng, khi t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn t\u1eadn n\u0103m 2028. T\u1eeb trung t\u00e2m d\u1eef li\u1ec7u, h\u1ea1 t\u1ea7ng AI cho \u0111\u1ebfn c\u00e1c s\u1ea3n ph\u1ea9m quen thu\u1ed9c nh\u01b0 smartphone hay PC, nhu c\u1ea7u DRAM \u0111\u1ec1u t\u0103ng […]<\/p>\n","protected":false},"author":68,"featured_media":525991,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,28958],"tags":[],"class_list":["post-525987","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-game","category-game-pc"],"yoast_head":"\nT\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2028<\/title>\n<meta name=\"description\" content=\"Trong b\u1ee9c tranh to\u00e0n c\u1ea3nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb, DRAM \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a m\u1ed9t l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng ch\u01b0a t\u1eebng c\u00f3.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hoanghamobile.com\/tin-tuc\/dram\/\" \/>\n<meta property=\"og:locale\" content=\"vi_VN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t DRAM s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2028\" \/>\n<meta property=\"og:description\" content=\"Trong b\u1ee9c tranh to\u00e0n c\u1ea3nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb, DRAM \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a m\u1ed9t l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng ch\u01b0a t\u1eebng c\u00f3.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hoanghamobile.com\/tin-tuc\/dram\/\" \/>\n<meta property=\"og:site_name\" content=\"Tin t\u1ee9c c\u00f4ng ngh\u1ec7 - 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