Ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c chuy\u1ec3n \u0111\u1ed5i mang t\u00ednh b\u01b0\u1edbc ngo\u1eb7t t\u1eeb ki\u1ebfn tr\u00fac ph\u1eb3ng (planar) sang c\u00e1c c\u1ea5u tr\u00fac ba chi\u1ec1u ph\u1ee9c t\u1ea1p. C\u00e1c n\u00fat ti\u1ebfn tr\u00ecnh ti\u00ean ti\u1ebfn d\u01b0\u1edbi 5nm, \u0111\u1eb7c bi\u1ec7t l\u00e0 3nm v\u00e0 2nm, \u0111ang \u0111\u01b0\u1ee3c th\u01b0\u01a1ng m\u1ea1i h\u00f3a v\u1edbi vi\u1ec7c \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 gate-all-around (GAA) FET thay th\u1ebf FinFET. Song song \u0111\u00f3, k\u1ef9 thu\u1eadt \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn nh\u01b0 chiplet v\u00e0 h\u1ec7 th\u1ed1ng trong g\u00f3i (SiP) \u0111ang ph\u00e1 v\u1ee1 gi\u1edbi h\u1ea1n c\u1ee7a \u0111\u1ecbnh lu\u1eadt Moore, cho ph\u00e9p t\u00edch h\u1ee3p kh\u00f4ng \u0111\u1ed3ng nh\u1ea5t gi\u1eefa logic, b\u1ed9 nh\u1edb v\u00e0 c\u1ea3m bi\u1ebfn. V\u1eadt li\u1ec7u m\u1edbi nh\u01b0 nitride gali (GaN) v\u00e0 cacbua silic (SiC) \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed c\u00f4ng su\u1ea5t, mang l\u1ea1i hi\u1ec7u su\u1ea5t cao h\u01a1n cho c\u00e1c \u1ee9ng d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 xe \u0111i\u1ec7n.<\/p>\n
\u0110i\u1ec7n to\u00e1n hi\u1ec7u n\u0103ng cao (HPC) v\u00e0 Trung t\u00e2m d\u1eef li\u1ec7u:<\/strong> S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o t\u1ea1o sinh (GenAI) v\u00e0 \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y \u0111ang th\u00fac \u0111\u1ea9y nhu c\u1ea7u kh\u1ed5ng l\u1ed3 v\u1ec1 GPU, b\u1ed9 x\u1eed l\u00fd AI chuy\u00ean d\u1ee5ng (ASIC) v\u00e0 b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao (HBM). D\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng k\u00e9p h\u00e0ng n\u0103m (CAGR) cho m\u1ea3ng n\u00e0y \u0111\u1ea1t tr\u00ean 20% trong giai \u0111o\u1ea1n 2024-2028.<\/p>\n Xe \u0111i\u1ec7n v\u00e0 H\u1ec7 th\u1ed1ng h\u1ed7 tr\u1ee3 l\u00e1i ti\u00ean ti\u1ebfn (ADAS):<\/strong> M\u1ed7i xe \u0111i\u1ec7n hi\u1ec7n \u0111\u1ea1i c\u1ea7n trung b\u00ecnh 1.200-1.500 chip b\u00e1n d\u1eabn, t\u0103ng g\u1ea5p \u0111\u00f4i so v\u1edbi xe \u0111\u1ed9ng c\u01a1 \u0111\u1ed1t trong. C\u00e1c chip \u0111i\u1ec1u khi\u1ec3n pin (BMS), inverter SiC\/GaN v\u00e0 c\u1ea3m bi\u1ebfn LiDAR\/Radar \u0111ang l\u00e0 \u0111i\u1ec3m n\u00f3ng \u0111\u1ea7u t\u01b0.<\/p>\n Internet v\u1ea1n v\u1eadt (IoT) v\u00e0 Thi\u1ebft b\u1ecb \u0111eo:<\/strong> Nhu c\u1ea7u v\u1ec1 chip si\u00eau ti\u1ebft ki\u1ec7m n\u0103ng l\u01b0\u1ee3ng, k\u00edch th\u01b0\u1edbc nh\u1ecf g\u1ecdn cho thi\u1ebft b\u1ecb y t\u1ebf, nh\u00e0 th\u00f4ng minh v\u00e0 th\u00e0nh ph\u1ed1 th\u00f4ng minh \u0111ang t\u1ea1o ra th\u1ecb tr\u01b0\u1eddng ng\u00e1ch tr\u1ecb gi\u00e1 h\u00e0ng ch\u1ee5c t\u1ef7 USD.<\/p>\n B\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb \u0111ang t\u00e1i \u0111\u1ecbnh h\u00ecnh b\u1ea3n \u0111\u1ed3 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn. C\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn t\u1eeb M\u1ef9 sang Trung Qu\u1ed1c, c\u00f9ng v\u1edbi \u0110\u1ea1o lu\u1eadt CHIPS c\u1ee7a M\u1ef9 v\u00e0 ch\u00e2u \u00c2u, \u0111\u00e3 th\u00fac \u0111\u1ea9y l\u00e0n s\u00f3ng “friendshoring” (chuy\u1ec3n d\u1ecbch s\u1ea3n xu\u1ea5t sang \u0111\u1ed3ng minh). \u0110\u00e0i Loan (TSMC) v\u00e0 H\u00e0n Qu\u1ed1c (Samsung) v\u1eabn chi\u1ebfm l\u0129nh tr\u00ean 70% th\u1ecb tr\u01b0\u1eddng s\u1ea3n xu\u1ea5t chip ti\u00ean ti\u1ebfn d\u01b0\u1edbi 7nm, nh\u01b0ng c\u00e1c nh\u00e0 m\u00e1y (Fab) m\u1edbi \u0111ang \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng \u1edf M\u1ef9 (Arizona), \u0110\u1ee9c (Dresden) v\u00e0 Nh\u1eadt B\u1ea3n (Kumamoto).<\/p>\n Th\u1ecb tr\u01b0\u1eddng thi\u1ebft b\u1ecb s\u1ea3n xu\u1ea5t chip (Wafer Fab Equipment – WFE) d\u1ef1 ki\u1ebfn \u0111\u1ea1t 120 t\u1ef7 USD v\u00e0o n\u0103m 2025, v\u1edbi c\u00e1c c\u00f4ng ty nh\u01b0 ASML (H\u00e0 Lan) v\u00e0 Applied Materials (M\u1ef9) gi\u1eef v\u1ecb th\u1ebf \u0111\u1ed9c quy\u1ec1n trong c\u00f4ng ngh\u1ec7 quang kh\u1eafc EUV. Trong khi \u0111\u00f3, ngu\u1ed3n cung nguy\u00ean li\u1ec7u th\u00f4 (silicon, kh\u00ed \u0111\u1eb7c bi\u1ec7t, ch\u1ea5t quang kh\u00e1ng) v\u1eabn ph\u1ee5 thu\u1ed9c n\u1eb7ng n\u1ec1 v\u00e0o m\u1ed9t s\u1ed1 qu\u1ed1c gia, t\u1ea1o ra r\u1ee7i ro \u0111\u1ee9t g\u00e3y chu\u1ed7i cung \u1ee9ng.<\/p>\n Ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang b\u01b0\u1edbc v\u00e0o k\u1ef7 nguy\u00ean “Si\u00eau chu k\u1ef3” (Super Cycle) v\u1edbi s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa t\u0103ng tr\u01b0\u1edfng nhu c\u1ea7u c\u01a1 b\u1ea3n v\u00e0 c\u00e1c c\u00fa s\u1ed1c c\u00f4ng ngh\u1ec7. C\u00e1c doanh nghi\u1ec7p c\u1ea7n \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o R&D cho v\u1eadt li\u1ec7u m\u1edbi, thi\u1ebft k\u1ebf chip ki\u1ebfn tr\u00fac m\u1edf (RISC-V) v\u00e0 t\u1ed1i \u01b0u h\u00f3a chu\u1ed7i cung \u1ee9ng khu v\u1ef1c. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 b\u00e1o doanh thu to\u00e0n ng\u00e0nh s\u1ebd v\u01b0\u1ee3t m\u1ed1c 1 ngh\u00ecn t\u1ef7 USD v\u00e0o n\u0103m 2030, v\u1edbi \u0111\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb AI, xe \u0111i\u1ec7n v\u00e0 chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng xanh.<\/p>\n 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 Chuy\u00ean S\u00e2u: C\u00f4ng Ngh\u1ec7 M\u1ea1ch T\u00edch H\u1ee3p v\u00e0 B\u00e1n D\u1eabn<\/p>\n 1. \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7 v\u00e0 Xu H\u01b0\u1edbng Ki\u1ebfn Tr\u00fac3. \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i To\u00e0n C\u1ea7u v\u00e0 Chu\u1ed7i Cung \u1ee8ng<\/h3>\n
4. K\u1ebft Lu\u1eadn v\u00e0 Tri\u1ec3n V\u1ecdng Chi\u1ebfn L\u01b0\u1ee3c<\/h3>\n
\nNg\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c chuy\u1ec3n \u0111\u1ed5i mang t\u00ednh b\u01b0\u1edbc ngo\u1eb7t t\u1eeb ki\u1ebfn tr\u00fac ph\u1eb3ng (planar) sang c\u00e1c c\u1ea5u tr\u00fac ba chi\u1ec1u ph\u1ee9c t\u1ea1p. C\u00e1c n\u00fat ti\u1ebfn tr\u00ecnh ti\u00ean ti\u1ebfn d\u01b0\u1edbi 5nm, \u0111\u1eb7c<\/p>\n","protected":false},"author":113,"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":[6171,6173,398,6174,6172],"class_list":["post-3118","post","type-post","status-publish","format-standard","hentry","category-integrated-circuits","tag-ban-dan","tag-chip-ai","tag-chuoi-cung-ung","tag-cong-nghe-3nm","tag-mach-tich-hop"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3118","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\/113"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3118"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3118\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}