Th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u1ee7a Hoa K\u1ef3 \u0111\u00e3 gi\u1ea3m k\u1ec3 t\u1eeb nh\u1eefng n\u0103m 1990. Tuy nhi\u00ean, nh\u1edd kho\u1ea3n \u0111\u1ea7u t\u01b0 c\u1ee7a TSMC v\u00e0o Hoa K\u1ef3, th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn c\u1ee7a Hoa K\u1ef3 tr\u00ean th\u1ebf gi\u1edbi d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u1ea1t 22% v\u00e0o n\u0103m 2030, g\u1ea5p \u0111\u00f4i so v\u1edbi n\u0103m 2021. Th\u1ecb ph\u1ea7n c\u1ee7a \u0110\u00e0i Loan s\u1ebd gi\u1ea3m t\u1eeb 71% xu\u1ed1ng 58%.<\/p>\n
Th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u c\u1ee7a Hoa K\u1ef3 v\u1ec1 ch\u1ea5t b\u00e1n d\u1eabn ti\u00ean ti\u1ebfn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) v\u00e0 truy\u1ec1n th\u00f4ng s\u1ebd \u0111\u1ea1t h\u01a1n 20% v\u00e0o n\u0103m 2030, t\u0103ng g\u1ea5p \u0111\u00f4i so v\u1edbi n\u0103m 2021. Hoa K\u1ef3 s\u1ebd thu h\u00fat c\u00e1c c\u00f4ng ty \u0110\u00e0i Loan v\u00e0 H\u00e0n Qu\u1ed1c x\u00e2y d\u1ef1ng m\u1ed9t h\u1ec7 th\u1ed1ng trong \u0111\u00f3 c\u00e1c ch\u1ea5t b\u00e1n d\u1eabn AI, t\u1eeb thi\u1ebft k\u1ebf \u0111\u1ebfn s\u1ea3n xu\u1ea5t, \u0111\u1ec1u \u0111\u01b0\u1ee3c ho\u00e0n thi\u1ec7n trong n\u01b0\u1edbc. Tr\u01b0\u1edbc \u0111\u00e2y, Hoa K\u1ef3 ph\u1ee5 thu\u1ed9c v\u00e0o vi\u1ec7c nh\u1eadp kh\u1ea9u ch\u1ea5t b\u00e1n d\u1eabn t\u1eeb ch\u00e2u \u00c1, nh\u01b0ng trong b\u1ed1i c\u1ea3nh v\u1ea5n \u0111\u1ec1 an ninh kinh t\u1ebf, xu h\u01b0\u1edbng s\u1ea3n xu\u1ea5t quay tr\u1edf l\u1ea1i Hoa K\u1ef3 ng\u00e0y c\u00e0ng tr\u1edf n\u00ean n\u1ed5i b\u1eadt.<\/p>\n
Do t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t trong \u0111\u1ea1i d\u1ecbch COVID-19, ch\u1ea5t b\u00e1n d\u1eabn \u0111\u00e3 tr\u1edf th\u00e0nh v\u1eadt li\u1ec7u chi\u1ebfn l\u01b0\u1ee3c cho an ninh kinh t\u1ebf. Hoa K\u1ef3, Nh\u1eadt B\u1ea3n v\u00e0 c\u00e1c n\u01b0\u1edbc ch\u00e2u \u00c2u \u0111\u1ec1u \u0111\u00e3 \u0111\u01b0a ra c\u00e1c ch\u00ednh s\u00e1ch cung c\u1ea5p ngu\u1ed3n t\u00e0i tr\u1ee3 l\u1edbn c\u1ee7a ch\u00ednh ph\u1ee7 \u0111\u1ec3 thu h\u00fat \u0111\u1ea7u t\u01b0 c\u1ee7a doanh nghi\u1ec7p v\u00e0 t\u00edch c\u1ef1c t\u0103ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn trong n\u01b0\u1edbc.<\/p>\n
Th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u1ee7a Hoa K\u1ef3 l\u00e0 37% v\u00e0o n\u0103m 1990, nh\u01b0ng gi\u1ea3m xu\u1ed1ng c\u00f2n 10% v\u00e0o n\u0103m 2022. Th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u1ee7a Hoa K\u1ef3 \u0111\u00e3 gi\u1ea3m k\u1ec3 t\u1eeb nh\u1eefng n\u0103m 1990, xu h\u01b0\u1edbng n\u00e0y d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u1ea3o ng\u01b0\u1ee3c b\u1eaft \u0111\u1ea7u t\u1eeb n\u0103m 2025.<\/p>\n
Ch\u1ea5t b\u00e1n d\u1eabn ch\u1ee7 y\u1ebfu bao g\u1ed3m ch\u1ea5t b\u00e1n d\u1eabn logic ho\u1ea1t \u0111\u1ed9ng nh\u01b0 “b\u1ed9 n\u00e3o” c\u1ee7a c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed v\u00e0 th\u1ef1c hi\u1ec7n c\u00e1c ph\u00e9p t\u00ednh v\u00e0 ph\u00e1n \u0111o\u00e1n, c\u0169ng nh\u01b0 ch\u1ea5t b\u00e1n d\u1eabn l\u01b0u tr\u1eef \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 l\u01b0u tr\u1eef d\u1eef li\u1ec7u.<\/p>\n
X\u00e9t v\u1ec1 g\u00f3c \u0111\u1ed9 an ninh kinh t\u1ebf, Hoa K\u1ef3 r\u1ea5t coi tr\u1ecdng vi\u1ec7c t\u1ef1 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn logic. \u0110\u1eb7c bi\u1ec7t, Hoa K\u1ef3 \u0111ang n\u1ed7 l\u1ef1c thi\u1ebft l\u1eadp h\u1ec7 th\u1ed1ng s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u, truy\u1ec1n th\u00f4ng v\u00e0 s\u1ea3n ph\u1ea9m qu\u00e2n s\u1ef1.<\/p>\n
Theo c\u00f4ng ty nghi\u00ean c\u1ee9u TrendForce, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi kho\u1ea3n \u0111\u1ea7u t\u01b0 c\u1ee7a TSMC v\u00e0o Hoa K\u1ef3, th\u1ecb ph\u1ea7n c\u1ee7a Hoa K\u1ef3 trong n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn nh\u1ea5t th\u1ebf gi\u1edbi s\u1ebd \u0111\u1ea1t 22% v\u00e0o n\u0103m 2030, g\u1ea5p \u0111\u00f4i so v\u1edbi n\u0103m 2021. Th\u1ecb ph\u1ea7n c\u1ee7a \u0110\u00e0i Loan s\u1ebd gi\u1ea3m t\u1eeb 71% xu\u1ed1ng 58%, v\u00e0 th\u1ecb ph\u1ea7n c\u1ee7a H\u00e0n Qu\u1ed1c s\u1ebd gi\u1ea3m t\u1eeb 12% xu\u1ed1ng 7%.<\/p>\n
Hoa K\u1ef3 mong mu\u1ed1n \u0111\u1ea3m b\u1ea3o c\u00e1c ch\u1ea5t b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn v\u00ec ch\u00fang quy\u1ebft \u0111\u1ecbnh kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u1ee7a AI. V\u1ec1 thi\u1ebft k\u1ebf b\u00e1n d\u1eabn AI, th\u1ecb tr\u01b0\u1eddng Hoa K\u1ef3 g\u1ea7n nh\u01b0 b\u1ecb Nvidia v\u00e0 c\u00e1c c\u00f4ng ty kh\u00e1c \u0111\u1ed9c quy\u1ec1n, nh\u01b0ng s\u1ea3n xu\u1ea5t l\u1ea1i ph\u1ee5 thu\u1ed9c v\u00e0o \u0110\u00e0i Loan. Nh\u1edd s\u1ef1 \u0111\u1ea7u t\u01b0 c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan v\u00e0 H\u00e0n Qu\u1ed1c t\u1ea1i Hoa K\u1ef3, ch\u1ea5t b\u00e1n d\u1eabn AI c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c ho\u00e0n thi\u1ec7n trong n\u01b0\u1edbc t\u1eeb kh\u00e2u thi\u1ebft k\u1ebf \u0111\u1ebfn s\u1ea3n xu\u1ea5t.<\/p>\n
TSMC s\u1ebd \u0111\u1ea7u t\u01b0 th\u00eam 100 t\u1ef7 \u0111\u00f4 la \u0111\u1ec3 x\u00e2y d\u1ef1ng ba nh\u00e0 m\u00e1y b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn t\u1ea1i Hoa K\u1ef3. C\u00f4ng ty c\u0169ng s\u1ebd th\u00e0nh l\u1eadp hai c\u01a1 s\u1edf \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn ch\u1ecbu tr\u00e1ch nhi\u1ec7m bi\u1ebfn ch\u1ea5t b\u00e1n d\u1eabn th\u00e0nh s\u1ea3n ph\u1ea9m v\u00e0 m\u1ed9t c\u01a1 s\u1edf nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n. Ch\u1ee7 t\u1ecbch TSMC cho bi\u1ebft c\u00f4ng ty s\u1ebd s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t ch\u1ea5t b\u00e1n d\u1eabn d\u00e0nh cho AI.<\/p>\n
SK Hynix c\u1ee7a H\u00e0n Qu\u1ed1c c\u0169ng s\u1ebd \u0111\u1ea7u t\u01b0 4 t\u1ef7 \u0111\u00f4 la \u0111\u1ec3 x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t HBM v\u00e0 c\u01a1 s\u1edf R&D t\u1ea1i Indiana, Hoa K\u1ef3.<\/p>\n
Vi\u1ec7c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn AI kh\u00f4ng th\u1ec3 ho\u00e0n th\u00e0nh ch\u1ec9 b\u1eb1ng c\u00e1ch d\u1ef1a v\u00e0o ch\u1ea5t b\u00e1n d\u1eabn logic ti\u00ean ti\u1ebfn. C\u0169ng c\u1ea7n ph\u1ea3i mua ch\u1ea5t b\u00e1n d\u1eabn l\u01b0u tr\u1eef hi\u1ec7u su\u1ea5t cao \u0111\u1ec3 gi\u00fap x\u1eed l\u00fd d\u1eef li\u1ec7u v\u00e0 l\u1eafp r\u00e1p ch\u00fang th\u00e0nh m\u1ed9t s\u1ea3n ph\u1ea9m ho\u00e0n ch\u1ec9nh th\u00f4ng qua c\u00e1c quy tr\u00ecnh \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn. B\u1eb1ng c\u00e1ch th\u00e0nh l\u1eadp m\u1ed9t c\u01a1 s\u1edf \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn m\u1edbi t\u1ea1i Hoa K\u1ef3, tr\u01b0\u1edbc \u0111\u00e2y t\u1eadp trung \u1edf \u0110\u00e0i Loan, ch\u00fang ta c\u00f3 th\u1ec3 thi\u1ebft l\u1eadp m\u1ed9t h\u1ec7 th\u1ed1ng s\u1ea3n xu\u1ea5t tr\u1ecdn g\u00f3i t\u1ea1i Hoa K\u1ef3.<\/p>\n
T\u1ed5ng th\u1ed1ng Hoa K\u1ef3 Trump \u0111\u00e3 c\u00f4ng khai tuy\u00ean b\u1ed1 mu\u1ed1n chuy\u1ec3n h\u01b0\u1edbng thu h\u00fat \u0111\u1ea7u t\u01b0 v\u00e0o Hoa K\u1ef3 t\u1eeb tr\u1ee3 c\u1ea5p sang thu\u1ebf quan, \u0111\u1ed3ng th\u1eddi cho bi\u1ebft mu\u1ed1n t\u0103ng t\u1ef7 tr\u1ecdng s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn l\u00ean 40%.<\/p>\n
Trong h\u1ec7 th\u1ed1ng th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do sau nh\u1eefng n\u0103m 2000, ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn li\u00ean t\u1ee5c th\u00fac \u0111\u1ea9y chuy\u00ean m\u00f4n h\u00f3a thi\u1ebft k\u1ebf v\u00e0 s\u1ea3n xu\u1ea5t, h\u00ecnh th\u00e0nh h\u1ec7 th\u1ed1ng ph\u00e2n c\u00f4ng lao \u0111\u1ed9ng qu\u1ed1c t\u1ebf. Hi\u1ec7n nay, c\u00e1c n\u01b0\u1edbc \u0111\u00e3 b\u1eaft \u0111\u1ea7u t\u0103ng c\u01b0\u1eddng n\u1ed9i \u0111\u1ecba h\u00f3a ch\u1ea5t b\u00e1n d\u1eabn.<\/p>\n","protected":false},"excerpt":{"rendered":"
Th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u1ee7a Hoa K\u1ef3 \u0111\u00e3 gi\u1ea3m k\u1ec3 t\u1eeb nh\u1eefng n\u0103m 1990. Tuy… Read More »<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"_links":{"self":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/118"}],"collection":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/comments?post=118"}],"version-history":[{"count":1,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/118\/revisions"}],"predecessor-version":[{"id":119,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/118\/revisions\/119"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/media?parent=118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/categories?post=118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/tags?post=118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}