Micron, m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00edp nh\u1edb c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Boise, bang Idaho, \u0111\u00e3 chi\u1ebfm \u0111\u01b0\u1ee3c tr\u00e1i tim c\u1ee7a ph\u1ed1 Wall. D\u00f9 t\u00ecnh y\u00eau n\u00e0y li\u1ec7u c\u00f2n k\u00e9o d\u00e0i bao l\u00e2u s\u1ebd ph\u1ee5 thu\u1ed9c r\u1ea5t nhi\u1ec1u v\u00e0o th\u1eddi gian m\u00e0 c\u01a1n kh\u00e1t thi\u1ebfu h\u1ee5t chip nh\u1edb do tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) g\u00e2y ra v\u1eabn ti\u1ebfp t\u1ee5c di\u1ec5n ra.<\/p>\n
Micron cam k\u1ebft \u0111\u00e3 c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh trong d\u00e0i h\u1ea1n, cho ph\u00e9p n\u00f3 c\u00f3 th\u1ec3 ch\u1ed1ng ch\u1ecdi l\u1ea1i s\u1ef1 s\u1ee5t gi\u1ea3m \u0111\u1ed9t ng\u1ed9t v\u1ec1 nhu c\u1ea7u ho\u1eb7c t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba cung \u1ee9ng. V\u00e0 Wall Street \u0111\u00e3 tr\u1edf th\u00e0nh ng\u01b0\u1eddi tin t\u01b0\u1edfng, gi\u00fap Micron t\u1ea1m th\u1eddi v\u01b0\u1ee3t qua th\u1ecb gi\u00e1 tr\u1ecb c\u1ee7a Meta v\u00e0 Tesla l\u1ea7n \u0111\u1ea7u ti\u00ean v\u00e0o th\u1ee9 N\u0103m, m\u1eb7c d\u00f9 n\u00f3 \u0111\u00e3 quay tr\u1edf l\u1ea1i g\u1ea7n nh\u01b0 b\u1eb1ng v\u1edbi h\u1ecd v\u00e0o th\u1ee9 S\u00e1u.<\/p>\n
Micron \u0111\u00e3 \u0111\u00f3ng c\u1eeda giao d\u1ecbch ng\u00e0y th\u1ee9 s\u00e1u v\u1edbi v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng g\u1ea7n 1,27 tri\u1ec7u t\u1ef7 USD, trong khi Meta l\u00e0 1,39 tri\u1ec7u t\u1ef7 v\u00e0 Tesla l\u00e0 1,42 tri\u1ec7u t\u1ef7. C\u1ed5 phi\u1ebfu Micron \u0111\u00e3 t\u0103ng v\u1ecdt h\u01a1n 236% trong th\u00e1ng qua m\u1ed9t m\u00ecnh, \u0111\u00f3ng c\u1eeda ng\u00e0y th\u1ee9 s\u00e1u \u1edf m\u1ee9c 1.132 USD m\u1ed7i c\u1ed5 phi\u1ebfu. So v\u1edbi \u0111\u00f3, n\u00f3 \u0111\u00e3 m\u1ea5t nhi\u1ec1u n\u0103m \u0111\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee9c d\u01b0\u1edbi 100 USD m\u1ed7i c\u1ed5 phi\u1ebfu v\u00e0o gi\u1eefa n\u0103m 2025.<\/p>\n
M\u1ed9t s\u1ef1 th\u0103ng h\u1ea1ng ch\u00f3ng m\u1eb7t \u0111\u1ed1i v\u1edbi m\u1ed9t c\u00f4ng ty m\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng th\u01b0\u1eddng li\u00ean h\u1ec7 v\u1edbi c\u00e1c th\u1ebb nh\u1edb nh\u1ecf g\u1ecdn, v\u1ed1n c\u1ea7n thi\u1ebft \u0111\u1ec3 t\u0103ng b\u1ed9 nh\u1edb cho m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh ho\u1eb7c c\u00e1c thi\u1ebft b\u1ecb kh\u00e1c.<\/p>\n
Wall Street kh\u00f4ng ph\u1ea3i lo l\u1eafng v\u1ec1 d\u00f2ng s\u1ea3n ph\u1ea9m n\u00e0y. Micron \u0111ang h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 b\u00f9ng n\u1ed5 x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u AI \u0111\u00e3 t\u1ea1o ra t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t chip b\u1ed9 nh\u1edb h\u1ec7 th\u1ed1ng, c\u1ea3 DRAM v\u00e0 NAND, m\u00e0 Micron s\u1ea3n xu\u1ea5t, \u0111\u1eb7c bi\u1ec7t l\u00e0 B\u1ed9 nh\u1edb c\u00f3 b\u0103ng th\u00f4ng cao (HBM). M\u1ed9t m\u00e1y ch\u1ee7 AI c\u1ea7n b\u1ed9 nh\u1edb nhi\u1ec1u l\u1ea7n h\u01a1n so v\u1edbi m\u1ed9t chi\u1ebfc laptop.<\/p>\n
Nh\u00e0 s\u1ea3n xu\u1ea5t h\u1ec7 th\u1ed1ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o nh\u01b0 Nvidia c\u00f9ng v\u1edbi c\u00e1c si\u00eau l\u1edbn \u0111ang x\u00e2y d\u1ef1ng c\u00e1c h\u1ec7 th\u1ed1ng c\u1ee7a ri\u00eang h\u1ecd \u0111ang mua l\u1ea1i s\u1ed1 l\u01b0\u1ee3ng l\u1edbn b\u1ed9 nh\u1edb, bao g\u1ed3m Microsoft, Amazon AWS, Google, Meta v\u00e0 Oracle. \u0110i\u1ec1u n\u00e0y \u0111ang bu\u1ed9c t\u1ea5t c\u1ea3 c\u00e1c c\u00f4ng ty kh\u00e1c c\u1ea7n b\u1ed9 nh\u1edb ph\u1ea3i t\u00edch tr\u1eef n\u00f3 nh\u01b0 v\u1eady, t\u1eeb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y t\u00ednh c\u00e1 nh\u00e2n nh\u01b0 Dell v\u00e0 HP \u0111\u1ebfn c\u00e1c lo\u1ea1i thi\u1ebft b\u1ecb kh\u00e1c nhau.<\/p>\n
Thi\u1ebfu h\u1ee5t ngu\u1ed3n cung c\u1ea5p n\u00e0y, \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 “RAMageddon”, d\u1ef1 ki\u1ebfn s\u1ebd ti\u1ebfp t\u1ee5c k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2027. V\u00e0 n\u00f3 \u0111\u00e3 khi\u1ebfn gi\u00e1 c\u00e1c thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng nh\u01b0 s\u1ea3n ph\u1ea9m c\u1ee7a Apple v\u00e0 console Xbox t\u0103ng cao.<\/p>\n C\u00f4ng ty Micron v\u1eeba c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh qu\u00fd III v\u1edbi doanh thu t\u0103ng l\u00ean 41,45 t\u1ef7 USD, g\u1ea5p b\u1ed1n l\u1ea7n so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i v\u00e0 l\u1ee3i nhu\u1eadn t\u0103ng t\u1eeb 1,88 t\u1ef7 USD l\u00ean 28,2 t\u1ef7 USD. Trong b\u00e1o c\u00e1o n\u00e0y, Micron c\u0169ng \u0111\u01b0a ra d\u1ef1 \u0111o\u00e1n v\u1ec1 doanh thu qu\u00fd IV s\u1ebd n\u1eb1m trong kho\u1ea3ng 49-51 t\u1ef7 USD.<\/p>\n Wall Street c\u00e0ng th\u00eam say m\u00ea t\u00ecm ki\u1ebfm c\u00e1c c\u00f4ng ty li\u00ean quan \u0111\u1ebfn tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) c\u00f3 th\u1ec3 ph\u00e1t tri\u1ec3n t\u01b0\u01a1ng t\u1ef1 nh\u01b0 Nvidia.<\/p>\n L\u1ed7i l\u1ecbch s\u1eed c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00edp nh\u1edb nh\u01b0 Micron v\u00e0 Samsung l\u00e0 vi\u1ec7c x\u00e2y d\u1ef1ng c\u01a1 s\u1edf v\u1eadt ch\u1ea5t \u0111\u1ec3 t\u0103ng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t l\u00e0 m\u1ed9t qu\u00e1 tr\u00ecnh t\u1ed1n th\u1eddi gian v\u00e0 \u0111\u1eaft ti\u1ec1n. V\u00e0 nhu c\u1ea7u th\u01b0\u1eddng gi\u1ea3m xu\u1ed1ng ngay khi c\u00e1c c\u00f4ng ty c\u00f3 th\u1ec3 t\u0103ng c\u00f4ng su\u1ea5t, t\u1ea1o ra t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba v\u00e0 sau \u0111\u00f3 gi\u00e1 c\u1ea3 s\u1ebd gi\u1ea3m xu\u1ed1ng.<\/p>\n Micron \u0111\u00e3 v\u01b0\u1ee3t l\u00ean tr\u00ean nh\u1eefng th\u00f4ng tin \u0111\u1ed3n \u0111o\u00e1n v\u1ec1 s\u1ef1 s\u1ee5p \u0111\u1ed5 c\u1ee7a AI b\u1eb1ng c\u00e1ch nh\u1ea5n m\u1ea1nh m\u1ed9t lo\u1ea1t c\u00e1c th\u1ecfa thu\u1eadn cung \u1ee9ng d\u00e0i h\u1ea1n, bao g\u1ed3m c\u1ea3 v\u1edbi Nvidia v\u00e0 ph\u00f2ng th\u00ed nghi\u1ec7m AI Anthropic, s\u1ebd gi\u00fap b\u1ea3o v\u1ec7 n\u00f3. C\u00f4ng ty cho bi\u1ebft trong b\u00e0i tr\u00ecnh b\u00e0y k\u1ebft qu\u1ea3 kinh doanh r\u1eb1ng h\u1ecd \u0111\u00e3 k\u00fd k\u1ebft 16 th\u1ecfa thu\u1eadn kh\u00e1ch h\u00e0ng chi\u1ebfn l\u01b0\u1ee3c tr\u00ean c\u00e1c m\u1ea3ng th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u, ti\u00eau d\u00f9ng v\u00e0 \u00f4 t\u00f4, d\u1ef1 ki\u1ebfn s\u1ebd thay \u0111\u1ed5i c\u01a1 b\u1ea3n m\u00f4 h\u00ecnh kinh doanh c\u1ee7a c\u00f4ng ty.<\/p>\n M\u1ed9t s\u1ed1 nh\u00e0 ph\u00e2n t\u00edch \u0111\u00e3 cho r\u1eb1ng c\u00f4ng ty n\u00e0y c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t kho\u1ea3n \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n v\u00e0 sinh l\u1ee3i nhu\u1eadn. Trong m\u1ed9t b\u00e1o c\u00e1o nghi\u00ean c\u1ee9u, Sebastien Naji – nh\u00e0 ph\u00e2n t\u00edch c\u00f4ng ngh\u1ec7 c\u1ee7a William Blair \u0111\u00e3 nh\u1eadn x\u00e9t r\u1eb1ng nhu c\u1ea7u v\u1eabn \u0111ang t\u0103ng tr\u01b0\u1edfng nhanh h\u01a1n t\u1ed1c \u0111\u1ed9 m\u1edbi c\u00f3 \u0111\u01b0\u1ee3c kh\u00f4ng gian s\u1ea1ch.<\/p>\n “\u0110\u01b0\u1ee3c cho l\u00e0 c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh v\u1ec1 gi\u00e1 b\u00e1n h\u00e0ng (ASP) trong c\u00e1c qu\u00fd t\u1edbi v\u00e0 c\u1ea3i thi\u1ec7n kh\u1ea3 n\u0103ng d\u1ef1 \u0111o\u00e1n doanh thu nh\u1edd s\u1ef1 m\u1edf r\u1ed9ng nhanh ch\u00f3ng c\u1ee7a m\u1ed9t lo\u1ea1t c\u00e1c th\u1ecfa thu\u1eadn d\u00e0i h\u1ea1n (SCAs) v\u1edbi kh\u00e1ch h\u00e0ng quan tr\u1ecdng, ch\u00fang t\u00f4i th\u1ea5y ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn b\u1ec1n v\u1eefng h\u01a1n v\u00e0 t\u00e1i kh\u1eb3ng \u0111\u1ecbnh x\u1ebfp h\u1ea1ng Chinh ph\u1ee5c.”<\/p>\n Micron c\u00f3 th\u1ec3 duy tr\u00ec \u0111\u01b0\u1ee3c l\u00e2u d\u00e0i m\u00e0 kh\u00f4ng ph\u1ea3i tr\u1ea3i qua chu k\u1ef3 suy tho\u00e1i hay kh\u00f4ng v\u1eabn c\u00f2n l\u00e0 \u0111i\u1ec1u ch\u01b0a r\u00f5 r\u00e0ng. Nh\u01b0ng v\u00e0o th\u1ee9 n\u0103m tu\u1ea7n tr\u01b0\u1edbc, c\u00f4ng ty n\u00e0y \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng c\u00f4ng ty m\u1ea1nh nh\u1ea5t ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u00e0y.<\/p>\n<\/div>\n<\/div>\n <\/body><\/html><\/p>\n Ngu\u1ed3n: Techcrunch<\/p>\n","protected":false},"excerpt":{"rendered":" Micron, m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00edp nh\u1edb c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Boise, bang Idaho, \u0111\u00e3 chi\u1ebfm \u0111\u01b0\u1ee3c tr\u00e1i tim c\u1ee7a ph\u1ed1 Wall. D\u00f9 t\u00ecnh y\u00eau n\u00e0y li\u1ec7u c\u00f2n k\u00e9o d\u00e0i bao l\u00e2u s\u1ebd ph\u1ee5 thu\u1ed9c r\u1ea5t nhi\u1ec1u v\u00e0o th\u1eddi gian m\u00e0 c\u01a1n kh\u00e1t thi\u1ebfu h\u1ee5t chip nh\u1edb do tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) g\u00e2y ra […]<\/p>\n","protected":false},"author":1,"featured_media":12743,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[507,16],"tags":[],"class_list":["post-12744","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cong-nghe","category-tin-tuc"],"_links":{"self":[{"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/posts\/12744","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/comments?post=12744"}],"version-history":[{"count":0,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/posts\/12744\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/media\/12743"}],"wp:attachment":[{"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/media?parent=12744"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/categories?post=12744"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tct.vn\/blog\/wp-json\/wp\/v2\/tags?post=12744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/Screen-Shot-2021-08-18-at-12.33.03-PM.png\")
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