{"id":13151,"date":"2026-09-18T02:26:46","date_gmt":"2026-09-17T18:26:46","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13151"},"modified":"2026-09-19T02:28:33","modified_gmt":"2026-09-18T18:28:33","slug":"hbm-supply-tightness-continues-in-2026-memory-chip-vendors-accelerate-capacity-expansion","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/hbm-supply-tightness-continues-in-2026-memory-chip-vendors-accelerate-capacity-expansion\/","title":{"rendered":"T\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung HBM v\u1eabn ti\u1ebfp di\u1ec5n trong n\u0103m 2026, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip b\u1ed9 nh\u1edb \u0111\u1ea9y m\u1ea1nh vi\u1ec7c m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t"},"content":{"rendered":"

S\u1ef1 b\u00f9ng n\u1ed5 to\u00e0n c\u1ea7u trong l\u0129nh v\u1ef1c t\u00ednh to\u00e1n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) ti\u1ebfp t\u1ee5c \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM) l\u00ean nh\u1eefng m\u1ee9c cao m\u1edbi v\u00e0o n\u0103m 2026. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch trong ng\u00e0nh d\u1ef1 b\u00e1o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung HBM s\u1ebd v\u1eabn ti\u1ebfp di\u1ec5n cho \u0111\u1ebfn cu\u1ed1i n\u0103m 2026, ngay c\u1ea3 khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb l\u1edbn \u0111ang t\u0103ng c\u01b0\u1eddng c\u00e1c d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t. Micron \u0111\u00e3 c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch t\u0103ng g\u1ea5p \u0111\u00f4i s\u1ea3n l\u01b0\u1ee3ng HBM h\u00e0ng th\u00e1ng v\u00e0o cu\u1ed1i n\u0103m nay, n\u00e2ng t\u1ef7 tr\u1ecdng s\u1ea3n ph\u1ea9m HBM4 l\u00ean 50% trong t\u1ed5ng l\u01b0\u1ee3ng HBM xu\u1ea5t x\u01b0\u1edfng nh\u1eb1m c\u1ea1nh tranh v\u1edbi Samsung v\u00e0 SK Hynix.<\/p>\n

\"\"<\/p>\n

C\u00e1c chip HBM chi\u1ebfm di\u1ec7n t\u00edch t\u1ea5m silicon l\u1edbn h\u01a1n nhi\u1ec1u so v\u1edbi b\u1ed9 nh\u1edb DDR5 ti\u00eau chu\u1ea9n. Nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng \u0111\u1ed1i v\u1edbi HBM \u0111\u00e3 l\u00e0m gia t\u0103ng t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t t\u1ea5m silicon tr\u00ean to\u00e0n c\u1ea7u. C\u00e1c b\u00e1o c\u00e1o ng\u00e0nh \u01b0\u1edbc t\u00ednh t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t t\u1ea5m wafer silicon s\u1ebd gia t\u0103ng t\u1eeb 8% v\u00e0o cu\u1ed1i n\u0103m 2026 l\u00ean 15% v\u00e0o n\u0103m 2027 v\u00e0 24% v\u00e0o n\u0103m 2028. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra hi\u1ec7u \u1ee9ng domino tr\u00ean to\u00e0n b\u1ed9 chu\u1ed7i cung \u1ee9ng b\u00e1n d\u1eabn: c\u00e1c IC b\u1ed9 nh\u1edb, GPU, FPGA v\u00e0 c\u00e1c chip cao c\u1ea5p kh\u00e1c \u0111\u1ec1u ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi th\u1eddi gian giao h\u00e0ng k\u00e9o d\u00e0i v\u00e0 gi\u00e1 c\u1ea3 bi\u1ebfn \u0111\u1ed9ng.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n h\u1ec7 th\u1ed1ng c\u00f4ng nghi\u1ec7p, h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5 v\u00e0 AI t\u1ea1i bi\u00ean, vi\u1ec7c \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung linh ki\u1ec7n \u1ed5n \u0111\u1ecbnh \u0111ang tr\u1edf th\u00e0nh m\u1ed9t th\u00e1ch th\u1ee9c l\u1edbn h\u01a1n. Nhi\u1ec1u nh\u00f3m thi\u1ebft k\u1ebf ph\u1ea7n c\u1ee9ng b\u1eaft \u0111\u1ea7u \u0111i\u1ec1u ch\u1ec9nh chi\u1ebfn l\u01b0\u1ee3c danh m\u1ee5c v\u1eadt li\u1ec7u (BOM) c\u1ee7a m\u00ecnh, l\u1ef1a ch\u1ecdn c\u00e1c gi\u1ea3i ph\u00e1p FPGA v\u00e0 b\u1ed9 nh\u1edb thay th\u1ebf c\u00f3 ngu\u1ed3n h\u00e0ng \u1ed5n \u0111\u1ecbnh v\u00e0 th\u1eddi gian giao h\u00e0ng ng\u1eafn h\u01a1n, thay v\u00ec ho\u00e0n to\u00e0n ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c lo\u1ea1i chip ph\u1ed5 bi\u1ebfn \u0111ang c\u00f3 nhu c\u1ea7u cao.<\/p>\n

S\u1ef1 chuy\u1ec3n d\u1ecbch trong chu\u1ed7i cung \u1ee9ng c\u0169ng t\u1ea1o ra nh\u1eefng c\u01a1 h\u1ed9i m\u1edbi cho c\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i b\u00e1n d\u1eabn \u0111\u01b0\u1ee3c \u1ee7y quy\u1ec1n. C\u00e1c nh\u00e0 ph\u00e2n ph\u1ed1i c\u00f3 s\u1eb5n kho h\u00e0ng ch\u00ednh h\u00e3ng g\u1ed3m c\u00e1c s\u1ea3n ph\u1ea9m FPGA v\u00e0 b\u1ed9 nh\u1edb cao c\u1ea5p c\u00f3 th\u1ec3 gi\u00fap kh\u00e1ch h\u00e0ng tr\u00e1nh \u0111\u01b0\u1ee3c th\u1eddi gian ch\u1edd \u0111\u1ee3i d\u00e0i t\u1eeb nh\u00e0 m\u00e1y \u0111\u1ed1i v\u1edbi c\u00e1c d\u1ef1 \u00e1n nguy\u00ean m\u1eabu kh\u1ea9n c\u1ea5p v\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t. Ng\u00e0y c\u00e0ng c\u00f3 nhi\u1ec1u nh\u00e0 t\u00edch h\u1ee3p h\u1ec7 th\u1ed1ng \u01b0u ti\u00ean x\u00e2y d\u1ef1ng m\u1ed1i quan h\u1ec7 h\u1ee3p t\u00e1c l\u00e2u d\u00e0i v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p \u0111\u00e1ng tin c\u1eady, c\u00f3 kh\u1ea3 n\u0103ng cung c\u1ea5p c\u00e1c chip ch\u00ednh h\u00e3ng c\u00f3 th\u1ec3 truy xu\u1ea5t ngu\u1ed3n g\u1ed1c v\u00e0 d\u1ecbch v\u1ee5 ki\u1ec3m tra \u0111\u1ea7y \u0111\u1ee7 tr\u01b0\u1edbc khi giao h\u00e0ng.<\/p>\n

B\u1ea5t ch\u1ea5p c\u00e1c k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t, vi\u1ec7c s\u1ea3n xu\u1ea5t HBM v\u1eabn ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nhi\u1ec1u tr\u1edf ng\u1ea1i k\u1ef9 thu\u1eadt. Qu\u00e1 tr\u00ecnh x\u1ebfp ch\u1ed3ng, h\u00e0n v\u00e0 ki\u1ec3m so\u00e1t nhi\u1ec7t \u0111\u1ed9 c\u1ee7a c\u00e1c chip HBM \u0111\u00f2i h\u1ecfi c\u00f4ng ngh\u1ec7 \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn. Vi\u1ec7c c\u1ea3i thi\u1ec7n hi\u1ec7u su\u1ea5t s\u1ea3n xu\u1ea5t c\u1ea7n th\u1eddi gian, do \u0111\u00f3 th\u1ecb tr\u01b0\u1eddng kh\u00f4ng th\u1ec3 k\u1ef3 v\u1ecdng v\u00e0o t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba ngu\u1ed3n cung ngay l\u1eadp t\u1ee9c. Nhi\u1ec1u c\u00f4ng ty v\u1ec1 trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 ph\u1ea7n c\u1ee9ng AI \u0111ang thi\u1ebft k\u1ebf l\u1ea1i ki\u1ebfn tr\u00fac t\u00ednh to\u00e1n c\u1ee7a m\u00ecnh \u0111\u1ec3 gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o b\u0103ng th\u00f4ng HBM c\u1ef1c cao, b\u1eb1ng c\u00e1ch \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng \u00e1n t\u00ednh to\u00e1n d\u1ecb th\u1ec3 k\u1ebft h\u1ee3p gi\u1eefa t\u0103ng t\u1ed1c b\u1eb1ng FPGA v\u00e0 l\u01b0u tr\u1eef c\u1ee5c b\u1ed9.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 mua h\u00e0ng trong c\u00e1c l\u0129nh v\u1ef1c \u0111i\u1ec1u khi\u1ec3n c\u00f4ng nghi\u1ec7p, vi\u1ec5n th\u00f4ng v\u00e0 h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5, vi\u1ec7c \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung linh ki\u1ec7n t\u1eeb s\u1edbm l\u00e0 v\u00f4 c\u00f9ng quan tr\u1ecdng. Th\u1eddi gian giao h\u00e0ng k\u00e9o d\u00e0i v\u00e0 gi\u00e1 c\u1ea3 bi\u1ebfn \u0111\u1ed9ng l\u00e0m gia t\u0103ng r\u1ee7i ro cho d\u1ef1 \u00e1n. C\u00e1c k\u1ef9 s\u01b0 n\u00ean \u0111\u00e1nh gi\u00e1 c\u00e1c l\u1ef1a ch\u1ecdn chip thay th\u1ebf ngay t\u1eeb giai \u0111o\u1ea1n thi\u1ebft k\u1ebf ban \u0111\u1ea7u v\u00e0 duy tr\u00ec danh m\u1ee5c v\u1eadt li\u1ec7u (BOM) linh ho\u1ea1t \u0111\u1ec3 gi\u1ea3m thi\u1ec3u r\u1ee7i ro gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng.<\/p>","protected":false},"excerpt":{"rendered":"

The global AI computing boom keeps pushing demand for high-bandwidth memory (HBM) to new highs in 2026. Industry analysts forecast<\/p>","protected":false},"author":1,"featured_media":13152,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13151","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\/13151","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=13151"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/13152"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=13151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=13151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=13151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}