{"id":13060,"date":"2026-08-11T10:45:57","date_gmt":"2026-08-11T02:45:57","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13060"},"modified":"2026-08-05T22:46:45","modified_gmt":"2026-08-05T14:46:45","slug":"ai-server-demand-compresses-mature-node-wafer-supply-general-purpose-fpga-communication-ic-lead-times-keep-rising","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/ai-server-demand-compresses-mature-node-wafer-supply-general-purpose-fpga-communication-ic-lead-times-keep-rising\/","title":{"rendered":"Nhu c\u1ea7u v\u1ec1 m\u00e1y ch\u1ee7 AI l\u00e0m gi\u1ea3m ngu\u1ed3n cung t\u1ea5m wafer cho c\u00e1c n\u00fat s\u1ea3n xu\u1ea5t \u0111\u00e3 \u0111i v\u00e0o giai \u0111o\u1ea1n \u1ed5n \u0111\u1ecbnh, trong khi th\u1eddi gian giao h\u00e0ng c\u1ee7a FPGA \u0111a n\u0103ng v\u00e0 IC vi\u1ec5n th\u00f4ng ti\u1ebfp t\u1ee5c t\u0103ng"},"content":{"rendered":"
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Trong th\u00e1ng 8 n\u0103m 2026, c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t chip ti\u1ebfp t\u1ee5c chuy\u1ec3n h\u01b0\u1edbng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t wafer c\u00f4ng ngh\u1ec7 28nm v\u00e0 40nm \u0111\u00e3 \u0111i v\u00e0o giai \u0111o\u1ea1n ch\u00edn mu\u1ed3i sang c\u00e1c thi\u1ebft b\u1ecb ngo\u1ea1i vi cho b\u1ed9 t\u0103ng t\u1ed1c AI, chip x\u1eed l\u00fd t\u00edn hi\u1ec7u t\u1ed1c \u0111\u1ed9 cao v\u00e0 IC qu\u1ea3n l\u00fd ngu\u1ed3n cho m\u00e1y ch\u1ee7. Vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng ngu\u1ed3n l\u1ef1c wafer n\u00e0y khi\u1ebfn t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung \u0111\u1ed1i v\u1edbi c\u00e1c FPGA \u0111a n\u0103ng, b\u1ed9 thu ph\u00e1t truy\u1ec1n th\u00f4ng c\u00f4ng nghi\u1ec7p v\u00e0 IC chuy\u1ec3n \u0111\u1ed5i t\u00edn hi\u1ec7u \u0111a k\u00eanh c\u00e0ng tr\u1edf n\u00ean nghi\u00eam tr\u1ecdng h\u01a1n.<\/div>\n<\/div>\n
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C\u00e1c FPGA t\u1ea7m trung Artix-7, Kintex-7 v\u00e0 chip PHY Ethernet \u0111a c\u1ed5ng \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c ngu\u1ed3n cung k\u00e9o d\u00e0i. Th\u1eddi gian giao h\u00e0ng c\u1ee7a nhi\u1ec1u m\u1eabu IC truy\u1ec1n th\u00f4ng ph\u1ed5 bi\u1ebfn \u0111\u00e3 t\u0103ng l\u00ean tr\u00ean 28 tu\u1ea7n. Gi\u00e1 tr\u00ean th\u1ecb tr\u01b0\u1eddng giao ngay bi\u1ebfn \u0111\u1ed9ng th\u01b0\u1eddng xuy\u00ean, v\u00e0 h\u1ea7u h\u1ebft c\u00e1c b\u00e1o gi\u00e1 c\u1ee7a nh\u00e0 cung c\u1ea5p ch\u1ec9 c\u00f3 hi\u1ec7u l\u1ef1c trong v\u00f2ng 24 gi\u1edd.<\/div>\n
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LXBCHIP s\u1edf h\u1eefu l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho d\u1ed3i d\u00e0o, nguy\u00ean seal v\u00e0 s\u1eb5n c\u00f3 ngay l\u1eadp t\u1ee9c c\u1ee7a c\u00e1c lo\u1ea1i FPGA v\u00e0 IC truy\u1ec1n th\u00f4ng ch\u1ee7 \u0111\u1ea1o t\u1eeb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u01b0 AMD, Xilinx, TI v\u00e0 Microchip. \u0110\u1ed9i ng\u0169 c\u1ee7a ch\u00fang t\u00f4i cung c\u1ea5p c\u00e1c d\u1ecbch v\u1ee5 \u0111\u00e1nh gi\u00e1 danh m\u1ee5c v\u1eadt t\u01b0 (BOM), \u0111\u1ec1 xu\u1ea5t c\u00e1c lo\u1ea1i chip thay th\u1ebf v\u00e0 d\u1ecbch v\u1ee5 giao h\u00e0ng linh ho\u1ea1t theo t\u1eebng \u0111\u1ee3t d\u00e0nh cho c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n ph\u1ea7n c\u1ee9ng nh\u00fang.<\/div>\n<\/div>\n
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K\u1ebft lu\u1eadn<\/p>\n
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S\u1ef1 c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng wafer do nhu c\u1ea7u v\u1ec1 h\u1ea1 t\u1ea7ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) th\u00fac \u0111\u1ea9y s\u1ebd khi\u1ebfn ngu\u1ed3n cung linh ki\u1ec7n \u1edf c\u00e1c n\u00fat c\u00f4ng ngh\u1ec7 \u0111\u00e3 tr\u01b0\u1edfng th\u00e0nh ti\u1ebfp t\u1ee5c khan hi\u1ebfm cho \u0111\u1ebfn cu\u1ed1i n\u0103m 2026. C\u00e1c nh\u00e0 thi\u1ebft k\u1ebf ph\u1ea7n c\u1ee9ng n\u00ean \u0111\u00e1nh gi\u00e1 c\u00e1c gi\u1ea3i ph\u00e1p chip thay th\u1ebf t\u1eeb s\u1edbm.<\/p><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

During August 2026, foundries continue shifting mature 28nm and 40nm wafer capacity toward AI accelerator peripherals, high-speed signal processing chips<\/p>","protected":false},"author":1,"featured_media":13053,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[343,342,341,344,340],"class_list":["post-13060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-server-capacity-squeeze","tag-communication-ic-supply-tension","tag-general-purpose-fpga-lead-time","tag-lxbchip-programmable-chips","tag-mature-node-wafer-shortage"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/comments?post=13060"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13060\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/13053"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=13060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=13060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=13060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}