L\u00e0n s\u00f3ng \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i c\u1ea5u tr\u00fac ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. Xu h\u01b0\u1edbng thu nh\u1ecf b\u00e1n d\u1eabn ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh, v\u1edbi c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t 3nm, 2nm \u0111ang d\u1ea7n \u0111\u01b0\u1ee3c th\u01b0\u01a1ng m\u1ea1i h\u00f3a, h\u1ee9a h\u1eb9n hi\u1ec7u su\u1ea5t v\u01b0\u1ee3t tr\u1ed9i v\u00e0 ti\u1ebft ki\u1ec7m n\u0103ng l\u01b0\u1ee3ng. Song song \u0111\u00f3, ki\u1ebfn tr\u00fac \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn (Advanced Packaging) nh\u01b0 Chiplets, 3D-IC \u0111ang tr\u1edf th\u00e0nh tr\u1ecdng t\u00e2m chi\u1ebfn l\u01b0\u1ee3c, cho ph\u00e9p k\u1ebft h\u1ee3p c\u00e1c l\u00f5i ch\u1ee9c n\u0103ng kh\u00e1c nhau tr\u00ean m\u1ed9t g\u00f3i duy nh\u1ea5t, t\u1ed1i \u01b0u h\u00f3a hi\u1ec7u su\u1ea5t v\u00e0 chi ph\u00ed. C\u00e1c \u0111\u1ed9t ph\u00e1 trong v\u1eadt li\u1ec7u m\u1edbi (v\u00ed d\u1ee5: Transistor Nanosheet, GaN, SiC) c\u0169ng m\u1edf ra ch\u00e2n tr\u1eddi m\u1edbi cho c\u00e1c \u1ee9ng d\u1ee5ng c\u00f4ng su\u1ea5t cao, t\u1ea7n s\u1ed1 cao v\u00e0 xe \u0111i\u1ec7n. S\u1ef1 h\u1ed9i t\u1ee5 c\u1ee7a Tr\u00ed tu\u1ec7 Nh\u00e2n t\u1ea1o (AI), \u0110i\u1ec7n to\u00e1n Hi\u1ec7u su\u1ea5t Cao (HPC) v\u00e0 Internet V\u1ea1n V\u1eadt (IoT) \u0111ang th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 c\u00e1c ki\u1ebfn tr\u00fac vi m\u1ea1ch chuy\u00ean bi\u1ec7t (ASIC, FPGA) \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a cho t\u1eebng t\u00e1c v\u1ee5 c\u1ee5 th\u1ec3.<\/p>\n
Nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng \u0111ang \u0111\u01b0\u1ee3c d\u1eabn d\u1eaft b\u1edfi nhi\u1ec1u tr\u1ee5 c\u1ed9t ch\u00ednh. L\u0129nh v\u1ef1c ti\u00eau d\u00f9ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh v\u00e0 m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, v\u1eabn l\u00e0 ph\u00e2n kh\u00fac l\u1edbn nh\u01b0ng c\u00f3 d\u1ea5u hi\u1ec7u ch\u00edn mu\u1ed3i. T\u0103ng tr\u01b0\u1edfng b\u00f9ng n\u1ed5 hi\u1ec7n nay \u0111\u1ebfn t\u1eeb c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u, h\u1ea1 t\u1ea7ng vi\u1ec5n th\u00f4ng 5G\/6G, v\u00e0 \u00f4 t\u00f4 \u0111i\u1ec7n\/th\u00f4ng minh, n\u01a1i y\u00eau c\u1ea7u v\u1ec1 kh\u1ea3 n\u0103ng x\u1eed l\u00fd, k\u1ebft n\u1ed1i v\u00e0 c\u1ea3m bi\u1ebfn ng\u00e0y c\u00e0ng cao. AI \u0111ang tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c nhu c\u1ea7u m\u1edbi v\u00e0 quan tr\u1ecdng nh\u1ea5t, \u0111\u00f2i h\u1ecfi s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n kh\u1ed5ng l\u1ed3 t\u1eeb c\u1ea3 ph\u00eda cloud v\u00e0 edge. V\u1ec1 m\u1eb7t \u0111\u1ecba l\u00fd, nhu c\u1ea7u t\u1eeb khu v\u1ef1c Ch\u00e2u \u00c1 – Th\u00e1i B\u00ecnh D\u01b0\u01a1ng ti\u1ebfp t\u1ee5c chi\u1ebfm \u01b0u th\u1ebf, trong khi c\u00e1c ch\u00ednh s\u00e1ch c\u00f4ng nghi\u1ec7p h\u00f3a t\u1ea1i M\u1ef9 v\u00e0 Ch\u00e2u \u00c2u nh\u1eb1m t\u1ea1o ra c\u00e1c trung t\u00e2m s\u1ea3n xu\u1ea5t v\u00e0 nhu c\u1ea7u n\u1ed9i \u0111\u1ecba m\u1edbi. S\u1ef1 thi\u1ebfu h\u1ee5t chu\u1ed7i cung \u1ee9ng trong giai \u0111o\u1ea1n v\u1eeba qua c\u0169ng khi\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb g\u1ed1c (OEM) t\u00e1i c\u1ea5u tr\u00fac chi\u1ebfn l\u01b0\u1ee3c d\u1ef1 tr\u1eef v\u00e0 \u0111a d\u1ea1ng h\u00f3a ngu\u1ed3n cung.<\/p>\n
Ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang \u1edf trung t\u00e2m c\u1ee7a s\u1ef1 t\u00e1i \u0111\u1ecbnh h\u00ecnh \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u. C\u00e1c ch\u00ednh s\u00e1ch nh\u01b0 \u0110\u1ea1o lu\u1eadt CHIPS v\u00e0 Khoa h\u1ecdc c\u1ee7a M\u1ef9 v\u00e0 Ch\u01b0\u01a1ng tr\u00ecnh Chips for Europe c\u1ee7a EU v\u1edbi c\u00e1c g\u00f3i t\u00e0i tr\u1ee3 kh\u1ed5ng l\u1ed3 nh\u1eb1m kh\u00f4i ph\u1ee5c n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn ti\u00ean ti\u1ebfn trong n\u01b0\u1edbc, gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t khu v\u1ef1c \u0111\u1ecba l\u00fd duy nh\u1ea5t. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 m\u1edbi v\u00e0o c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t (fabs) t\u1ea1i M\u1ef9, Ch\u00e2u \u00c2u v\u00e0 Nh\u1eadt B\u1ea3n. C\u1ea1nh tranh c\u00f4ng ngh\u1ec7 chi\u1ebfn l\u01b0\u1ee3c gi\u1eefa c\u00e1c qu\u1ed1c gia gia t\u0103ng, d\u1eabn \u0111\u1ebfn c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u nghi\u00eam ng\u1eb7t h\u01a1n \u0111\u1ed1i v\u1edbi c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn v\u00e0 thi\u1ebft b\u1ecb s\u1ea3n xu\u1ea5t. Xu h\u01b0\u1edbng n\u00e0y th\u00fac \u0111\u1ea9y s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c h\u1ec7 sinh th\u00e1i b\u00e1n d\u1eabn mang t\u00ednh khu v\u1ef1c h\u00f3a m\u1ed9t ph\u1ea7n (“friendshoring”), v\u1edbi c\u00e1c chu\u1ed7i cung \u1ee9ng tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p v\u00e0 c\u00f3 chi ph\u00ed cao h\u01a1n. C\u00e1c c\u00f4ng ty to\u00e0n c\u1ea7u bu\u1ed9c ph\u1ea3i x\u00e2y d\u1ef1ng chi\u1ebfn l\u01b0\u1ee3c \u0111a c\u1ef1a, c\u00e2n b\u1eb1ng gi\u1eefa hi\u1ec7u qu\u1ea3, kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i v\u00e0 tu\u00e2n th\u1ee7 quy \u0111\u1ecbnh.<\/p>\n
Ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn v\u00e0 vi m\u1ea1ch t\u00edch h\u1ee3p \u0111ang tr\u1ea3i qua m\u1ed9t giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, n\u01a1i c\u00f4ng ngh\u1ec7, nhu c\u1ea7u v\u00e0 ch\u00ednh tr\u1ecb giao thoa. \u0110\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 ti\u1ebfp t\u1ee5c l\u00e0 y\u1ebfu t\u1ed1 s\u1ed1ng c\u00f2n \u0111\u1ec3 duy tr\u00ec l\u1ee3i th\u1ebf c\u1ea1nh tranh. Nhu c\u1ea7u \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng sang c\u00e1c l\u0129nh v\u1ef1c chi\u1ebfn l\u01b0\u1ee3c, t\u1ea1o ra c\u00e1c chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi. \u0110\u1ed3ng th\u1eddi, \u0111\u1ed9ng th\u00e1i th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u \u0111ang ph\u00e2n m\u1ea3nh v\u00e0 t\u00e1i \u0111\u1ecbnh h\u00ecnh chu\u1ed7i gi\u00e1 tr\u1ecb, \u0111\u00f2i h\u1ecfi s\u1ef1 linh ho\u1ea1t v\u00e0 th\u00edch \u1ee9ng cao t\u1eeb m\u1ecdi doanh nghi\u1ec7p trong ng\u00e0nh. Tri\u1ec3n v\u1ecdng d\u00e0i h\u1ea1n v\u1eabn r\u1ea5t t\u00edch c\u1ef1c, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi qu\u00e1 tr\u00ecnh s\u1ed1 h\u00f3a to\u00e0n c\u1ea7u, nh\u01b0ng h\u00e0nh tr\u00ecnh ph\u00eda tr\u01b0\u1edbc s\u1ebd \u0111\u00f2i h\u1ecfi s\u1ef1 \u0111\u1ea7u t\u01b0 kh\u1ed5ng l\u1ed3 v\u1ec1 v\u1ed1n v\u00e0 ngu\u1ed3n nh\u00e2n l\u1ef1c ch\u1ea5t l\u01b0\u1ee3ng cao, c\u00f9ng chi\u1ebfn l\u01b0\u1ee3c qu\u1ea3n tr\u1ecb r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb tinh vi.h2{color:#23416b!important; border-bottom:2px solid #eee!important; padding-bottom:5px!important; margin-top:25px!important;} p{margin-bottom:1.5em!important; line-height:1.7!important;}<\/p>\n","protected":false},"excerpt":{"rendered":"
B\u00e1o C\u00e1o Th\u1ecb Tr\u01b0\u1eddng: C\u00f4ng Ngh\u1ec7 B\u00e1n D\u1eabn v\u00e0 Vi M\u1ea1ch T\u00edch H\u1ee3p<\/p>\n
1. \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7: \u0110\u1ed9ng L\u1ef1c Ch\u00ednh c\u1ee7a Ng\u00e0nh
\nL\u00e0n s\u00f3ng \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i c\u1ea5u tr\u00fac ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. Xu h\u01b0\u1edbng thu nh\u1ecf b\u00e1n d\u1eabn ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh, v\u1edbi c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t 3nm, 2nm \u0111ang d\u1ea7n \u0111\u01b0\u1ee3c th\u01b0\u01a1<\/p>\n","protected":false},"author":77,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[336],"tags":[3490,3491,169,2805,3243],"class_list":["post-1709","post","type-post","status-publish","format-standard","hentry","category-integrated-circuits","tag-che-tao-ban-dan","tag-chip-ban-dan","tag-chuoi-cung-ung-toan-cau","tag-doi-moi-cong-nghe","tag-vi-mach-tich-hop"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/1709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/users\/77"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1709"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/1709\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}