{"id":13078,"date":"2026-08-20T19:29:25","date_gmt":"2026-08-20T11:29:25","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13078"},"modified":"2026-08-20T19:29:25","modified_gmt":"2026-08-20T11:29:25","slug":"memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply\/","title":{"rendered":"\u201cSi\u00eau chu k\u1ef3\u201d chip nh\u1edb: Samsung v\u00e0 SK Hynix t\u0103ng m\u1ea1nh chi ti\u00eau v\u1ed1n"},"content":{"rendered":"

Theo s\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea m\u1edbi nh\u1ea5t c\u1ee7a ng\u00e0nh \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 8 n\u0103m 2026, Samsung Electronics v\u00e0 SK Hynix \u0111\u00e3 t\u0103ng m\u1ea1nh \u0111\u1ea7u t\u01b0 v\u00e0o l\u0129nh v\u1ef1c b\u00e1n d\u1eabn trong n\u1eeda \u0111\u1ea7u n\u0103m nay. T\u1ed5ng chi ph\u00ed \u0111\u1ea7u t\u01b0 \u0111\u1ea1t 43,2 ngh\u00ecn t\u1ef7 KRW, t\u0103ng 35,1% so v\u1edbi n\u0103m ngo\u00e1i. C\u1ea3 hai nh\u00e0 s\u1ea3n xu\u1ea5t n\u00e0y \u0111\u1ec1u v\u1eadn h\u00e0nh c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb v\u1edbi t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t g\u1ea7n 100%.<\/p>\n

\"\"<\/p>\n

\u0110\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi c\u00e1c m\u00e1y ch\u1ee7 ch\u1ea1y m\u00f4 h\u00ecnh AI quy m\u00f4 l\u1edbn, HBM v\u00e0 b\u1ed9 nh\u1edb flash NAND dung l\u01b0\u1ee3ng cao v\u1eabn duy tr\u00ec nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng m\u1ea1nh m\u1ebd. Chip b\u1ed9 nh\u1edb \u0111ang b\u01b0\u1edbc v\u00e0o \u201csi\u00eau chu k\u1ef3\u201d v\u1edbi c\u1ea3 s\u1ea3n l\u01b0\u1ee3ng v\u00e0 gi\u00e1 c\u1ea3 \u0111\u1ec1u t\u0103ng. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng ch\u1ec9 ra r\u1eb1ng b\u00e1n d\u1eabn b\u1ed9 nh\u1edb \u0111ang d\u1ea7n chuy\u1ec3n \u0111\u1ed5i t\u1eeb s\u1ea3n ph\u1ea9m mang t\u00ednh chu k\u1ef3 truy\u1ec1n th\u1ed1ng sang th\u00e0nh ph\u1ea7n c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng AI.<\/p>\n

Ph\u00eda cung \u1ee9ng: Vi\u1ec7c ph\u00e1t tri\u1ec3n DRAM 1D th\u1ebf h\u1ec7 m\u1edbi v\u00e0 V-NAND h\u01a1n 400 l\u1edbp \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh. Samsung \u0111\u1eb7t m\u1ee5c ti\u00eau ho\u00e0n t\u1ea5t vi\u1ec7c ph\u00e1t tri\u1ec3n DRAM th\u1ebf h\u1ec7 1D v\u00e0o th\u00e1ng 9 n\u0103m 2026. Vi\u1ec7c giao h\u00e0ng th\u1eed nghi\u1ec7m s\u1ea3n ph\u1ea9m 4D NAND 375 l\u1edbp c\u1ee7a SK Hynix s\u1ebd b\u1eaft \u0111\u1ea7u cho c\u00e1c kh\u00e1ch h\u00e0ng \u0111\u00e1m m\u00e2y l\u1edbn v\u00e0o th\u00e1ng 8 n\u0103m nay. Ng\u01b0\u1eddi mua c\u1ea7n theo d\u00f5i nh\u1eefng thay \u0111\u1ed5i v\u1ec1 th\u1eddi gian giao h\u00e0ng \u0111\u1ed1i v\u1edbi c\u00e1c linh ki\u1ec7n b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao.<\/p>","protected":false},"excerpt":{"rendered":"

According to latest industry statistics released August 2026, Samsung Electronics and SK Hynix raised semiconductor investment heavily during first half<\/p>","protected":false},"author":1,"featured_media":13072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[368,364,367,366,365],"class_list":["post-13078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-server-memory","tag-dram","tag-hbm","tag-memory-market","tag-nand-flash"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13078","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=13078"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13078\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/13072"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=13078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=13078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=13078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}