{"id":614007,"date":"2022-12-20T12:20:29","date_gmt":"2022-12-20T05:20:29","guid":{"rendered":"https:\/\/canhco.net\/?p=614007"},"modified":"2022-12-20T14:39:54","modified_gmt":"2022-12-20T07:39:54","slug":"my-boi-them-don-len-nganh-trung-quoc-viet-nam-co-duoc-loi","status":"publish","type":"post","link":"https:\/\/m.canhco.net\/my-boi-them-don-len-nganh-trung-quoc-viet-nam-co-duoc-loi-p614007.html","title":{"rendered":"M\u1ef9 b\u1ed3i th\u00eam \u0111\u00f2n l\u00ean Trung Qu\u1ed1c, Vi\u1ec7t Nam c\u00f3 \u0111\u01b0\u1ee3c l\u1ee3i?"},"content":{"rendered":"

Ng\u00e0y 15\/12, M\u1ef9 th\u00eam nh\u00e0 s\u1ea3n xu\u1ea5t chip YMTC v\u00e0 35 c\u00f4ng ty Trung Qu\u1ed1c kh\u00e1c v\u00e0o \u201cdanh s\u00e1ch \u0111en\u201d th\u01b0\u01a1ng m\u1ea1i. Vi\u1ec7c M\u1ef9 h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u chip sang Trung Qu\u1ed1c l\u00e0 \u0111\u1ed9ng th\u00e1i m\u1edbi khi\u1ebfn c\u00e1c c\u00f4ng ty c\u00e2n nh\u1eafc d\u1ecbch chuy\u1ec3n m\u1ed9t s\u1ed1 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn c\u1ee7a h\u1ecd sang c\u00e1c n\u01b0\u1edbc l\u00e2n c\u1eadn nh\u01b0 Vi\u1ec7t Nam v\u00e0 \u1ea4n \u0110\u1ed9, theo CNBC.<\/strong><\/p>\n

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Trang Nikkei cho bi\u1ebft \u0111\u1ed9ng th\u00e1i tr\u00ean c\u1ee7a M\u1ef9 nh\u1eb1m l\u00e0m ch\u1eadm qu\u00e1 tr\u00ecnh ph\u00e1t tri\u1ec3n chip v\u00e0 c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn c\u1ee7a Trung Qu\u1ed1c, qua \u0111\u00f3 s\u1eed d\u1ee5ng cho m\u1ee5c \u0111\u00edch qu\u00e2n s\u1ef1 nh\u01b0 v\u0169 kh\u00ed si\u00eau thanh.<\/p>\n

B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i M\u1ef9 \u0111\u00e3 li\u1ec7t 36 c\u00f4ng ty Trung Qu\u1ed1c \u2013 bao g\u1ed3m nh\u00e0 s\u1ea3n xu\u1ea5t chip YMTC \u2013 v\u00e0o \u201cdanh s\u00e1ch \u0111en\u201d. K\u1ec3 t\u1eeb l\u00fac n\u00e0y, c\u00e1c c\u00f4ng ty M\u1ef9 s\u1ebd kh\u00f3 xin gi\u1ea5y ph\u00e9p \u0111\u1ec3 xu\u1ea5t kh\u1ea9u nh\u1eefng c\u00f4ng ngh\u1ec7 quan tr\u1ecdng cho c\u00e1c kh\u00e1ch h\u00e0ng \u0111\u00f3 \u1edf Trung Qu\u1ed1c.<\/p>\n

C\u00e1c c\u00f4ng ty kh\u00f4ng ph\u1ea3i c\u1ee7a M\u1ef9 c\u0169ng b\u1ecb c\u1ea5m xu\u1ea5t kh\u1ea9u c\u00e1c s\u1ea3n ph\u1ea9m t\u00edch h\u1ee3p m\u1ed9t s\u1ed1 c\u00f4ng ngh\u1ec7 nh\u1ea5t \u0111\u1ecbnh c\u1ee7a M\u1ef9 cho c\u00e1c c\u00f4ng ty Trung Qu\u1ed1c.<\/p>\n

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H\u1ed3i th\u00e1ng 10 n\u0103m nay, M\u1ef9 c\u00f4ng b\u1ed1 c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u nghi\u00eam ng\u1eb7t nh\u1eb1m ng\u0103n ch\u1eb7n Trung Qu\u1ed1c ph\u00e1t tri\u1ec3n chip cao c\u1ea5p ho\u1eb7c s\u1ea3n xu\u1ea5t c\u00f4ng c\u1ee5 c\u1ea7n thi\u1ebft \u0111\u1ec3 ch\u1ebf t\u1ea1o chip, m\u1ee5c \u0111\u00edch l\u00e0m ch\u1eadm qu\u00e1 tr\u00ecnh hi\u1ec7n \u0111\u1ea1i h\u00f3a qu\u00e2n s\u1ef1 c\u1ee7a Trung Qu\u1ed1c.<\/p>\n

C\u00f4ng ty s\u1ea3n xu\u1ea5t chip \u0110\u00e0i Loan TSMC v\u00e0 c\u00e1c \u0111\u1ed1i th\u1ee7 H\u00e0n Qu\u1ed1c Samsung v\u00e0 SK Hynix \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 \u0111\u01b0\u1ee3c mi\u1ec5n tr\u1eeb m\u1ed9t n\u0103m \u0111\u1ec3 ti\u1ebfp t\u1ee5c g\u1eedi thi\u1ebft b\u1ecb s\u1ea3n xu\u1ea5t chip c\u1ee7a M\u1ef9 \u0111\u1ebfn c\u00e1c c\u01a1 s\u1edf c\u1ee7a h\u1ecd \u1edf Trung Qu\u1ed1c.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng c\u1ee5 b\u00e1n d\u1eabn H\u00e0 Lan ASML cho bi\u1ebft nh\u00e2n vi\u00ean c\u1ee7a h\u1ecd \u1edf M\u1ef9 b\u1ecb c\u1ea5m cung c\u1ea5p m\u1ed9t s\u1ed1 d\u1ecbch v\u1ee5 nh\u1ea5t \u0111\u1ecbnh cho c\u00e1c nh\u00e0 m\u00e1y ch\u1ebf t\u1ea1o ch\u1ea5t b\u00e1n d\u1eabn ti\u00ean ti\u1ebfn ho\u1eb7c nh\u00e0 m\u00e1y ch\u1ebf t\u1ea1o \u1edf Trung Qu\u1ed1c.<\/p>\n

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C\u00e1c h\u1ea1n ch\u1ebf n\u00e0y l\u00e0 bi\u1ebfn \u0111\u1ed9ng m\u1edbi nh\u1ea5t trong m\u1ed9t lo\u1ea1t c\u00e1c bi\u1ebfn \u0111\u1ed9ng \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn to\u00e0n c\u1ea7u tr\u1ecb gi\u00e1 600 t\u1ef7 \u0111\u00f4 la.<\/p>\n

Trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip, t\u1eebng b\u1ecb thu h\u00fat b\u1edfi kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u1ee7a Trung Qu\u1ed1c trong s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn, \u0111\u00e3 ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi chi ph\u00ed lao \u0111\u1ed9ng ng\u00e0y c\u00e0ng t\u0103ng \u1edf Trung Qu\u1ed1c, s\u1ef1 gi\u00e1n do\u1ea1n chu\u1ed7i cung \u1ee9ng do c\u00e1c h\u1ea1n ch\u1ebf c\u1ee7a \u0111\u1ea1i d\u1ecbch COVID-19 v\u00e0 r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb gia t\u0103ng. Do \u0111\u00f3, theo CNBC, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip t\u1eadp trung v\u00e0o Trung Qu\u1ed1c gi\u1edd \u0111\u00e2y \u0111ang t\u00ecm \u0111\u1ed9ng l\u1ef1c m\u1edbi \u0111\u1ec3 t\u00e1i t\u1ea1o c\u00e1c d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t c\u1ee7a h\u1ecd \u1edf n\u01a1i kh\u00e1c.<\/p>\n

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\u00d4ng Jan Nicholas, gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh t\u1eadp trung v\u00e0o l\u0129nh v\u1ef1c b\u00e1n d\u1eabn t\u1ea1i Deloitte cho bi\u1ebft, do \u0111\u00f3, h\u1ecd mu\u1ed1n chuy\u1ec3n \u0111\u1ebfn m\u1ed9t n\u01a1i n\u00e0o \u0111\u00f3 g\u1ea7n \u0111\u00f3 \u0111\u1ec3 s\u1ea3n xu\u1ea5t v\u00e0 s\u1ea3n l\u01b0\u1ee3ng \u0111\u1ea1t hi\u1ec7u qu\u1ea3 cao nh\u1ea5t c\u00f3 th\u1ec3. \u00d4ng cho bi\u1ebft \u0110\u00f4ng Nam \u00c1 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t l\u1ef1a ch\u1ecdn t\u1ef1 nhi\u00ean cho c\u00e1c nh\u00e0 m\u00e1y mu\u1ed1n chuy\u1ec3n ra b\u00ean ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n

\u201cKhi b\u1ea1n \u0111\u01b0a ra c\u00e1c quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 l\u1edbn, c\u00f3 th\u1eddi gian s\u1eed d\u1ee5ng h\u1eefu \u00edch l\u00e2u d\u00e0i cho m\u1ed9t nh\u00e0 m\u00e1y, b\u1ea1n c\u00f3 xu h\u01b0\u1edbng tr\u00e1nh xa c\u00e1c t\u00ecnh hu\u1ed1ng r\u1ee7i ro\u2026 ch\u1eafc ch\u1eafn,\u201d Nicholas n\u00f3i.<\/p>\n

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\u0110\u00e1ng ch\u00fa \u00fd, \u0110\u00f4ng Nam \u00c1 c\u0169ng c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c coi l\u00e0 h\u1ea5p d\u1eabn h\u01a1n so v\u1edbi c\u00e1c c\u01b0\u1eddng qu\u1ed1c s\u1ea3n xu\u1ea5t chip nh\u01b0 H\u00e0n Qu\u1ed1c v\u00e0 \u0110\u00e0i Loan do khu v\u1ef1c n\u00e0y \u0111\u01b0\u1ee3c coi l\u00e0 trung l\u1eadp trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i \u0111ang di\u1ec5n ra gi\u1eefa M\u1ef9 v\u00e0 Trung Qu\u1ed1c.<\/p>\n

\u201cH\u00e0n Qu\u1ed1c v\u00e0 \u0110\u00e0i Loan kh\u00f4ng th\u1ec3 ng\u1ee5y trang, nh\u01b0ng c\u00e1c qu\u1ed1c gia nh\u01b0 Vi\u1ec7t Nam, \u1ea4n \u0110\u1ed9 v\u00e0 Singapore \u0111ang \u0111\u1ecbnh v\u1ecb m\u00ecnh l\u00e0 con \u0111\u01b0\u1eddng th\u1ee9 ba, c\u1ea7u n\u1ed1i trung l\u1eadp gi\u1eefa hai ng\u01b0\u1eddi kh\u1ed5ng l\u1ed3\u201d, Sarah Kreps, gi\u00e1m \u0111\u1ed1c Ph\u00f2ng th\u00ed nghi\u1ec7m Ch\u00ednh s\u00e1ch C\u00f4ng ngh\u1ec7 c\u1ee7a \u0110\u1ea1i h\u1ecdc Cornell, n\u00f3i v\u1edbi CNBC.<\/p>\n

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Th\u1eddi gian g\u1ea7n \u0111\u00e2y, Vi\u1ec7t Nam \u0111\u00e3 n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t thay th\u1ebf cho Trung Qu\u1ed1c cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn to\u00e0n c\u1ea7u. \u0110\u1ea5t n\u01b0\u1edbc n\u00e0y \u0111\u00e3 \u0111\u1ea7u t\u01b0 h\u00e0ng t\u1ef7 \u0111\u00f4 la v\u00e0o c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u1ec3 th\u00e0nh l\u1eadp c\u00e1c trung t\u00e2m nghi\u00ean c\u1ee9u v\u00e0 gi\u00e1o d\u1ee5c, thu h\u00fat c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip l\u1edbn \u0111\u1ebfn mua s\u1eafm \u1edf \u0111\u00f3.<\/p>\n

Samsung, nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, \u0111\u00e3 cam k\u1ebft \u0111\u1ea7u t\u01b0 th\u00eam 3,3 t\u1ef7 USD v\u00e0o qu\u1ed1c gia \u0110\u00f4ng Nam \u00c1 n\u00e0y trong n\u0103m nay. T\u1eadp \u0111o\u00e0n H\u00e0n Qu\u1ed1c \u0111\u1eb7t m\u1ee5c ti\u00eau s\u1ea3n xu\u1ea5t linh ki\u1ec7n chip v\u00e0o th\u00e1ng 7 n\u0103m 2023.<\/p>\n

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B\u00e0 Kreps cho bi\u1ebft: \u201cC\u00e1c c\u00f4ng ty \u0111\u00e3 c\u00f3 c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t \u1edf Trung Qu\u1ed1c nh\u01b0 Samsung c\u00f3 th\u1ec3 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c gi\u1ea3i ph\u00e1p s\u1ea3n xu\u1ea5t thay th\u1ebf mang l\u1ea1i nhi\u1ec1u l\u1ee3i \u00edch cho c\u00e1c c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t \u1edf Trung Qu\u1ed1c m\u00e0 kh\u00f4ng ph\u1ea3i ch\u1ecbu g\u00e1nh n\u1eb7ng ch\u00ednh tr\u1ecb\u201d.<\/p>\n

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Tr\u01b0\u1edbc \u0111\u00f3, truy\u1ec1n th\u00f4ng Vi\u1ec7t Nam \u0111\u01b0a tin CEO c\u1ee7a Samsung \u0111\u00e3 g\u1eb7p m\u1eb7t Th\u1ee7 t\u01b0\u1edbng Ph\u1ea1m Minh Ch\u00ednh v\u00e0o th\u00e1ng 8 v\u00e0 c\u00f4ng b\u1ed1 kho\u1ea3n \u0111\u1ea7u t\u01b0 850 tri\u1ec7u USD \u0111\u1ec3 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn \u1edf nh\u00e0 m\u00e1y c\u1ee7a t\u1eadp \u0111o\u00e0n n\u00e0y \u1edf Th\u00e1i Nguy\u00ean. Kho\u1ea3n \u0111\u1ea7u t\u01b0 n\u00e0y \u0111\u01b0\u1ee3c cho l\u00e0 s\u1ebd \u0111\u01b0a Vi\u1ec7t Nam tr\u1edf th\u00e0nh m\u1ed9t trong 4 qu\u1ed1c gia c\u00f9ng v\u1edbi H\u00e0n Qu\u1ed1c, Trung Qu\u1ed1c v\u00e0 M\u1ef9 tham gia s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn cho nh\u00e0 m\u00e1y chip nh\u1edb l\u1edbn nh\u1ea5t c\u1ee7a Samsung.<\/p>\n

Ngo\u00e0i Samsung, trong th\u1eddi gian qua, Intel v\u00e0 Synopsys c\u0169ng l\u00e0 hai t\u1eadp \u0111o\u00e0n l\u1edbn c\u1ee7a th\u1ebf gi\u1edbi \u0111\u00e3 \u0111\u1ea7u t\u01b0 s\u1ea3n xu\u1ea5t chip b\u00e1n d\u1eabn ngay t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

\u00d4ng Robert Li, Ph\u00f3 ch\u1ee7 t\u1ecbch ph\u1ee5 tr\u00e1ch b\u00e1n h\u00e0ng cho Synopsys t\u1ea1i \u0110\u00e0i Loan v\u00e0 Nam \u00c1 cho bi\u1ebft, qua m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1edbi c\u00e1c c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i, Vi\u1ec7t Nam c\u00f3 th\u1ec3 thi\u1ebft k\u1ebf c\u00e1c vi m\u1ea1ch t\u00edch h\u1ee3p (IC), v\u00ed d\u1ee5 nh\u01b0 IC cho t\u1ee7 l\u1ea1nh, m\u00e1y \u0111i\u1ec1u h\u00f2a kh\u00f4ng kh\u00ed, \u0111\u1ec3 t\u1eeb \u0111\u00f3 n\u00e2ng cao chu\u1ed7i gi\u00e1 tr\u1ecb c\u1ee7a to\u00e0n ng\u00e0nh.<\/p>\n

Theo b\u00e1o c\u00e1o c\u1ee7a C\u00f4ng ty nghi\u00ean c\u1ee9u Technavio, th\u1ecb tr\u01b0\u1eddng ch\u1ea5t b\u00e1n d\u1eabn t\u1ea1i Vi\u1ec7t Nam d\u1ef1 ki\u1ebfn t\u0103ng th\u00eam 1,65 t\u1ef7 USD trong giai \u0111o\u1ea1n 2021-2025, v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p (CAGR) kho\u1ea3ng 6,52%\/n\u0103m.<\/p>\n

Th\u1ef1c hi\u1ec7n: Tu\u1ec7 Ng\u00f4\u00a0<\/strong><\/p>\n

\u0110\u1ed3 h\u1ecda: M.N<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Ng\u00e0y 15\/12, M\u1ef9 th\u00eam nh\u00e0 s\u1ea3n xu\u1ea5t chip YMTC v\u00e0 35 c\u00f4ng ty Trung Qu\u1ed1c kh\u00e1c v\u00e0o \u201cdanh s\u00e1ch \u0111en\u201d th\u01b0\u01a1ng m\u1ea1i. Vi\u1ec7c M\u1ef9 h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u chip sang Trung Qu\u1ed1c l\u00e0 \u0111\u1ed9ng th\u00e1i m\u1edbi khi\u1ebfn c\u00e1c c\u00f4ng ty c\u00e2n nh\u1eafc d\u1ecbch chuy\u1ec3n m\u1ed9t s\u1ed1 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn c\u1ee7a h\u1ecd […]<\/p>\n","protected":false},"author":40,"featured_media":614100,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[133458,4660,153852,469],"topics":[192],"longform":[],"members":[153483],"story":[149391],"thematic":[],"_links":{"self":[{"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/posts\/614007"}],"collection":[{"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/comments?post=614007"}],"version-history":[{"count":4,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/posts\/614007\/revisions"}],"predecessor-version":[{"id":614105,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/posts\/614007\/revisions\/614105"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/media\/614100"}],"wp:attachment":[{"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/media?parent=614007"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/categories?post=614007"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/tags?post=614007"},{"taxonomy":"topics","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/topics?post=614007"},{"taxonomy":"longform","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/longform?post=614007"},{"taxonomy":"members","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/members?post=614007"},{"taxonomy":"story","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/story?post=614007"},{"taxonomy":"thematic","embeddable":true,"href":"https:\/\/m.canhco.net\/wp-json\/wp\/v2\/thematic?post=614007"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}