{"id":13133,"date":"2026-09-10T12:54:56","date_gmt":"2026-09-10T04:54:56","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13133"},"modified":"2026-09-11T12:59:49","modified_gmt":"2026-09-11T04:59:49","slug":"global-semiconductor-market-surges-in-h1-2026-driven-by-ai-and-memory-chip-demand","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/global-semiconductor-market-surges-in-h1-2026-driven-by-ai-and-memory-chip-demand\/","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u t\u0103ng tr\u01b0\u1edfng m\u1ea1nh trong n\u1eeda \u0111\u1ea7u n\u0103m 2026 nh\u1edd nhu c\u1ea7u v\u1ec1 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) v\u00e0 chip b\u1ed9 nh\u1edb"},"content":{"rendered":"

Theo s\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea m\u1edbi nh\u1ea5t do WSTS c\u00f4ng b\u1ed1, ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u \u0111\u00e3 ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng \u1ea5n t\u01b0\u1ee3ng trong n\u1eeda \u0111\u1ea7u n\u0103m 2026, v\u1edbi quy m\u00f4 th\u1ecb tr\u01b0\u1eddng t\u1ed5ng th\u1ec3 \u0111\u1ea1t $702 t\u1ef7, \u0111\u00e1nh d\u1ea5u m\u1ee9c t\u0103ng h\u01a1n 100% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. S\u1ef1 b\u00f9ng n\u1ed5 n\u00e0y ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 v\u1ed1n kh\u1ed5ng l\u1ed3 v\u00e0o h\u1ea1 t\u1ea7ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), h\u1ec7 th\u1ed1ng t\u00ednh to\u00e1n hi\u1ec7u su\u1ea5t cao v\u00e0 c\u00f4ng ngh\u1ec7 chip b\u1ed9 nh\u1edb ti\u00ean ti\u1ebfn, t\u1eeb \u0111\u00f3 \u0111\u1ecbnh h\u00ecnh l\u1ea1i b\u1ee9c tranh cung c\u1ea7u to\u00e0n c\u1ea7u c\u1ee7a c\u00e1c linh ki\u1ec7n \u0111i\u1ec7n t\u1eed.<\/p>\n

\"\"<\/p>\n

Chip b\u1ed9 nh\u1edb n\u1ed5i b\u1eadt l\u00e0 ph\u00e2n kh\u00fac c\u00f3 t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn. \u0110\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi vi\u1ec7c x\u00e2y d\u1ef1ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI quy m\u00f4 l\u1edbn, th\u1ecb tr\u01b0\u1eddng b\u1ed9 nh\u1edb \u0111\u00e3 \u0111\u1ea1t m\u1ee9c t\u0103ng tr\u01b0\u1edfng so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc h\u01a1n 300% trong n\u1eeda \u0111\u1ea7u n\u0103m 2026. C\u1ea3 s\u1ea3n ph\u1ea9m DRAM v\u00e0 NAND flash \u0111\u1ec1u v\u1eabn trong t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung, v\u00e0 c\u00e1c nh\u00e0 ph\u00e2n t\u00edch ng\u00e0nh d\u1ef1 b\u00e1o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t n\u00e0y s\u1ebd ti\u1ebfp di\u1ec5n trong su\u1ed1t n\u0103m 2026 v\u00e0 k\u00e9o d\u00e0i sang n\u0103m sau. Chip logic c\u0169ng duy tr\u00ec m\u1ee9c t\u0103ng tr\u01b0\u1edfng v\u1eefng ch\u1eafc v\u1edbi m\u1ee9c t\u0103ng 45% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. H\u1ea7u h\u1ebft c\u00e1c ph\u00e2n kh\u00fac b\u00e1n d\u1eabn \u0111\u1ec1u ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng d\u01b0\u01a1ng, ph\u1ea3n \u00e1nh s\u1ef1 th\u1ecbnh v\u01b0\u1ee3ng r\u1ed9ng kh\u1eafp c\u1ee7a th\u1ecb tr\u01b0\u1eddng trong c\u00e1c l\u0129nh v\u1ef1c \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng, \u0111i\u1ec1u khi\u1ec3n c\u00f4ng nghi\u1ec7p, \u0111i\u1ec7n t\u1eed \u00f4 t\u00f4 v\u00e0 h\u1ea1 t\u1ea7ng vi\u1ec5n th\u00f4ng.<\/p>\n

Trong b\u00e1o c\u00e1o m\u1edbi nh\u1ea5t, WSTS \u0111\u00e3 c\u1eadp nh\u1eadt d\u1ef1 b\u00e1o c\u1ea3 n\u0103m. Doanh thu t\u1ed5ng th\u1ec3 c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u n\u0103m 2026 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd \u0111\u1ea1t $1.655 ngh\u00ecn t\u1ef7, t\u0103ng 108% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, cao h\u01a1n 18 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi d\u1ef1 b\u00e1o h\u1ed3i m\u00f9a xu\u00e2n. Nh\u00ecn v\u1ec1 n\u0103m 2027, th\u1ecb tr\u01b0\u1eddng \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng l\u00ean kho\u1ea3ng $2.1 ngh\u00ecn t\u1ef7, v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng g\u1ea7n 29%.<\/p>\n

S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a \u0111i\u1ec7n to\u00e1n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) ch\u00ednh l\u00e0 \u0111\u1ed9ng l\u1ef1c c\u1ed1t l\u00f5i \u0111\u1eb1ng sau chu k\u1ef3 n\u00e0y. C\u00e1c m\u00f4 h\u00ecnh AI t\u1ea1o sinh \u0111\u00f2i h\u1ecfi b\u0103ng th\u00f4ng b\u1ed9 nh\u1edb v\u00e0 dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef kh\u1ed5ng l\u1ed3, bu\u1ed9c c\u00e1c nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y v\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y ch\u1ee7 AI ph\u1ea3i li\u00ean t\u1ee5c n\u00e2ng c\u1ea5p ph\u1ea7n c\u1ee9ng. M\u1ed7i m\u00e1y ch\u1ee7 AI cao c\u1ea5p c\u1ea7n h\u00e0ng ch\u1ee5c chip DRAM v\u00e0 NAND dung l\u01b0\u1ee3ng l\u1edbn, tr\u1ef1c ti\u1ebfp ti\u00eau th\u1ee5 m\u1ed9t ph\u1ea7n l\u1edbn n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb to\u00e0n c\u1ea7u. \u0110\u1ed3ng th\u1eddi, nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t h\u1ea1 ngu\u1ed3n \u00e1p d\u1ee5ng c\u00e1c chi\u1ebfn l\u01b0\u1ee3c d\u1ef1 tr\u1eef ch\u1ee7 \u0111\u1ed9ng \u0111\u1ec3 tr\u00e1nh gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung do r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb, t\u1eeb \u0111\u00f3 \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 linh ki\u1ec7n t\u0103ng cao h\u01a1n n\u1eefa.<\/p>\n

Sau hai n\u0103m gi\u1ea3m t\u1ed3n kho, ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111\u00e3 tr\u1edf l\u1ea1i m\u1ee9c t\u1ed3n kho l\u00e0nh m\u1ea1nh. C\u00e1c chip s\u1eed d\u1ee5ng quy tr\u00ecnh s\u1ea3n xu\u1ea5t \u0111\u00e3 tr\u01b0\u1edfng th\u00e0nh v\u00e0 c\u00e1c m\u1ea1ch t\u00edch h\u1ee3p (IC) qu\u1ea3n l\u00fd ngu\u1ed3n \u0111i\u1ec7n \u0111\u00e3 d\u1ea7n b\u01b0\u1edbc v\u00e0o chu k\u1ef3 t\u0103ng gi\u00e1. C\u00e1c nh\u00e0 m\u00e1y gia c\u00f4ng b\u00e1n d\u1eabn nh\u01b0 TSMC v\u00e0 Samsung \u0111\u00e3 c\u00f4ng b\u1ed1 vi\u1ec7c t\u0103ng gi\u00e1 \u0111\u1ed1i v\u1edbi c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ti\u00ean ti\u1ebfn v\u00e0 \u0111\u00e3 tr\u01b0\u1edfng th\u00e0nh. Xu h\u01b0\u1edbng t\u0103ng gi\u00e1 wafer s\u1ebd lan t\u1ecfa \u0111\u1ebfn c\u00e1c s\u1ea3n ph\u1ea9m chip \u1edf kh\u00e2u h\u1ea1 ngu\u1ed3n, gi\u00fap c\u00e1c doanh nghi\u1ec7p thi\u1ebft k\u1ebf v\u00e0 ph\u00e2n ph\u1ed1i chip ph\u1ee5c h\u1ed3i l\u1ee3i nhu\u1eadn.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i linh ki\u1ec7n nh\u01b0 LXB Semicon, th\u1ecb tr\u01b0\u1eddng \u0111ang b\u00f9ng n\u1ed5 n\u00e0y mang l\u1ea1i c\u1ea3 c\u01a1 h\u1ed9i l\u1eabn th\u00e1ch th\u1ee9c. Chu k\u1ef3 cung \u1ee9ng ch\u1eb7t ch\u1ebd \u0111\u00f2i h\u1ecfi c\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i ph\u1ea3i \u0111\u1ea3m b\u1ea3o ngu\u1ed3n h\u00e0ng \u1ed5n \u0111\u1ecbnh t\u1eeb tr\u01b0\u1edbc v\u00e0 duy tr\u00ec c\u00e1c k\u00eanh nh\u00e0 cung c\u1ea5p \u0111a d\u1ea1ng, nh\u1eb1m gi\u00fap kh\u00e1ch h\u00e0ng c\u00f4ng nghi\u1ec7p tr\u00e1nh \u0111\u01b0\u1ee3c r\u1ee7i ro ng\u1eebng s\u1ea3n xu\u1ea5t do th\u1eddi gian giao h\u00e0ng k\u00e9o d\u00e0i. Nhi\u1ec1u d\u1ef1 \u00e1n c\u00f4ng nghi\u1ec7p v\u00e0 nh\u00fang c\u00f3 chu k\u1ef3 thi\u1ebft k\u1ebf d\u00e0i h\u01a1n, v\u00e0 c\u00e1c k\u1ef9 s\u01b0 c\u1ea7n ngu\u1ed3n cung linh ki\u1ec7n \u1ed5n \u0111\u1ecbnh t\u1eeb giai \u0111o\u1ea1n b\u00e1o gi\u00e1 \u0111\u1ebfn s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t. T\u00ednh s\u1eb5n c\u00f3 \u0111\u00e1ng tin c\u1eady c\u1ee7a h\u00e0ng t\u1ed3n kho v\u00e0 kh\u1ea3 n\u0103ng truy xu\u1ea5t ngu\u1ed3n g\u1ed1c \u0111\u1ea7y \u0111\u1ee7 c\u1ee7a c\u00e1c linh ki\u1ec7n ch\u00ednh h\u00e3ng tr\u1edf th\u00e0nh c\u00e1c ch\u1ec9 s\u1ed1 \u0111\u00e1nh gi\u00e1 quan tr\u1ecdng khi kh\u00e1ch h\u00e0ng l\u1ef1a ch\u1ecdn nh\u00e0 cung c\u1ea5p.<\/p>\n

M\u1eb7c d\u00f9 tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng v\u1eabn l\u1ea1c quan, nh\u01b0ng v\u1eabn c\u00f2n nh\u1eefng r\u1ee7i ro. S\u1ef1 m\u1edf r\u1ed9ng nhanh ch\u00f3ng c\u1ee7a n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn t\u00ecnh tr\u1ea1ng cung v\u01b0\u1ee3t c\u1ea7u sau n\u0103m 2027. Ngo\u00e0i ra, nh\u1eefng bi\u1ebfn \u0111\u1ed9ng trong \u0111i\u1ec1u ki\u1ec7n kinh t\u1ebf v\u0129 m\u00f4 to\u00e0n c\u1ea7u s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn chi ti\u00eau v\u1ed1n c\u1ee7a c\u00e1c kh\u00e1ch h\u00e0ng trong l\u0129nh v\u1ef1c \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y v\u00e0 c\u00f4ng nghi\u1ec7p. C\u00e1c nh\u00e0 mua linh ki\u1ec7n n\u00ean l\u1eadp k\u1ebf ho\u1ea1ch BOM m\u1ed9t c\u00e1ch h\u1ee3p l\u00fd, x\u00e1c nh\u1eadn c\u00e1c th\u1ecfa thu\u1eadn cung \u1ee9ng d\u00e0i h\u1ea1n cho c\u00e1c chip quan tr\u1ecdng v\u00e0 h\u1ee3p t\u00e1c v\u1edbi c\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i \u0111\u00e1ng tin c\u1eady \u0111\u1ec3 c\u00e2n b\u1eb1ng gi\u1eefa chi ph\u00ed t\u1ed3n kho v\u00e0 s\u1ef1 an to\u00e0n trong ngu\u1ed3n cung.<\/p>","protected":false},"excerpt":{"rendered":"

The global semiconductor industry delivered remarkable growth performance in the first half of 2026, with the total market size hitting<\/p>","protected":false},"author":1,"featured_media":13137,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13133","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=13133"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13133\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/13137"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=13133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=13133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=13133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}