{"id":457,"date":"2023-10-12T05:41:28","date_gmt":"2023-10-12T05:41:28","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/10\/12\/loi-nhuan-cua-samsung-giam-cham-lai-do-thi-truong-chip-da-cham-day\/"},"modified":"2023-10-12T05:41:28","modified_gmt":"2023-10-12T05:41:28","slug":"loi-nhuan-cua-samsung-giam-cham-lai-do-thi-truong-chip-da-cham-day","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/10\/12\/loi-nhuan-cua-samsung-giam-cham-lai-do-thi-truong-chip-da-cham-day\/","title":{"rendered":"L\u1ee3i nhu\u1eadn c\u1ee7a Samsung gi\u1ea3m ch\u1eadm l\u1ea1i do th\u1ecb tr\u01b0\u1eddng chip \u0111\u00e3 ch\u1ea1m \u0111\u00e1y"},"content":{"rendered":"<\/p>\n
\n

C\u00f4ng ty \u0111i\u1ec7n t\u1eed Samsung \u0111\u00e3 b\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn h\u00e0ng qu\u00fd gi\u1ea3m \u00edt h\u01a1n sau khi c\u1eaft gi\u1ea3m kho\u1ea3n l\u1ed7 \u1edf b\u1ed9 ph\u1eadn chip, cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u00f3 th\u1ec3 \u0111\u00e3 v\u01b0\u1ee3t qua giai \u0111o\u1ea1n kh\u00f3 kh\u0103n.
C\u1ed5 phi\u1ebfu c\u1ee7a Samsung \u0111\u00e3 t\u0103ng t\u1edbi 4,4%, m\u1ee9c cao nh\u1ea5t trong h\u01a1n m\u1ed9t th\u00e1ng qua. C\u00f4ng ty l\u1edbn nh\u1ea5t H\u00e0n Qu\u1ed1c n\u00e0y \u0111ang ph\u1ea3i v\u1eadt l\u1ed9n v\u1edbi s\u1ef1 suy tho\u00e1i c\u1ee7a ng\u00e0nh c\u00f9ng v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 nh\u1ecf h\u01a1n SK Hynix Inc. v\u00e0 Micron Technology Inc. C\u00e1c kh\u00e1ch h\u00e0ng ch\u00ednh, bao g\u1ed3m nh\u1eefng nh\u00e0 s\u1ea3n xu\u1ea5t PC v\u00e0 \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh, \u0111\u00e3 c\u1eaft gi\u1ea3m \u0111\u01a1n \u0111\u1eb7t h\u00e0ng \u0111\u1ec3 gi\u1ea3i quy\u1ebft nhu c\u1ea7u thi\u1ebft b\u1ecb h\u1ea1n ch\u1ebf v\u00e0 t\u1ed3n kho chip d\u01b0 th\u1eeba.<\/p>\n

\"L\u1ee3i<\/p>\n

Theo k\u1ebft qu\u1ea3 s\u01a1 b\u1ed9 c\u1ee7a Samsung, l\u1ee3i t\u1ee9c ho\u1ea1t \u0111\u1ed9ng (operating income) \u0111\u00e3 gi\u1ea3m xu\u1ed1ng kho\u1ea3ng 2,4 ngh\u00ecn t\u1ef7 won (1,8 t\u1ef7 USD) do doanh s\u1ed1 b\u00e1n h\u00e0ng gi\u1ea3m 13% trong 3 th\u00e1ng t\u00ednh \u0111\u1ebfn th\u00e1ng 9. C\u00e1c con s\u1ed1, ph\u00f9 h\u1ee3p v\u1edbi \u01b0\u1edbc t\u00ednh c\u1ee7a nh\u1eefng nh\u00e0 ph\u00e2n t\u00edch, ph\u1ea3n \u00e1nh s\u1ef1 c\u1ea3i thi\u1ec7n so v\u1edbi m\u1ee9c gi\u1ea3m k\u1ef7 l\u1ee5c 95% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

Sanjeev Rana, ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u b\u1ed9 ph\u1eadn Nghi\u00ean c\u1ee9u H\u00e0n Qu\u1ed1c t\u1ea1i CLSA, cho bi\u1ebft ng\u00e0y c\u00e0ng c\u00f3 nhi\u1ec1u k\u1ef3 v\u1ecdng r\u1eb1ng ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u1ea5t b\u00e1n d\u1eabn c\u1ee7a Samsung \u201c\u0111\u00e3 v\u01b0\u1ee3t qua m\u1ee9c \u0111\u00e1y\u201d. \u201cV\u00e0 qu\u00e1 tr\u00ecnh ph\u1ee5c h\u1ed3i s\u1ebd di\u1ec5n ra trong qu\u00fd 4\u201d.<\/em><\/p>\n

<\/ins><\/div>\n

Tin t\u1ee9c n\u00e0y xu\u1ea5t hi\u1ec7n v\u00e0i ng\u00e0y sau khi Hoa K\u1ef3 c\u1ea5p cho Samsung v\u00e0 Hynix quy\u1ec1n mi\u1ec5n tr\u1eeb mua thi\u1ebft b\u1ecb h\u1ecd c\u1ea7n \u0111\u1ec3 duy tr\u00ec v\u00e0 m\u1edf r\u1ed9ng ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t chip t\u1ea1i Trung Qu\u1ed1c. \u0110i\u1ec1u \u0111\u00f3 \u0111\u00e3 lo\u1ea1i b\u1ecf m\u1ed9t s\u1ed1 b\u1ea5t \u1ed5n \u0111ang \u0111\u00e8 n\u1eb7ng l\u00ean hai c\u00f4ng ty d\u1eabn \u0111\u1ea7u v\u1ec1 b\u1ed9 nh\u1edb, cho ph\u00e9p h\u1ecd ho\u1ea1t \u0111\u1ed9ng trong l\u0129nh v\u1ef1c chip l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u00e0 c\u00f3 nh\u1eefng chi\u1ebfn l\u01b0\u1ee3c d\u00e0i h\u1ea1n h\u01a1n.<\/p>\n

Samsung hi\u1ec7n \u0111ang t\u00ecm c\u00e1ch \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 b\u00f9ng n\u1ed5 chi ti\u00eau c\u00f4ng ngh\u1ec7 li\u00ean quan \u0111\u1ebfn AI \u0111\u00e3 \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n t\u1eeb l\u00e2u. \u0110i\u1ec1u n\u00e0y \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi s\u1ef1 ph\u1ea5n kh\u00edch c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111\u1ed1i v\u1edbi l\u1ea7n ra m\u1eaft ChatGPT<\/a> c\u1ee7a OpenAI v\u00e0o m\u00f9a thu n\u0103m ngo\u00e1i.<\/p>\n

Nh\u01b0ng trong vi\u1ec7c ph\u00e1t tri\u1ec3n c\u00e1c c\u00f4ng c\u1ee5 c\u1ea7n thi\u1ebft \u0111\u1ec3 \u0111\u00e0o t\u1ea1o AI, Samsung \u0111ang c\u1ed1 g\u1eafng b\u1eaft k\u1ecbp Hynix, nh\u00e0 cung c\u1ea5p ch\u00ednh DRAM th\u1ebf h\u1ec7 ti\u1ebfp theo cho nh\u00e0 s\u1ea3n xu\u1ea5t chip AI Nvidia Corp. Samsung cho bi\u1ebft h\u1ecd c\u00f3 k\u1ebf ho\u1ea1ch t\u0103ng g\u1ea5p \u0111\u00f4i c\u00f4ng su\u1ea5t \u0111\u1ec3 t\u1ea1o ra b\u1ed9 nh\u1edb b\u0103ng th\u00f4ng cao, c\u00f3 kh\u1ea3 n\u0103ng c\u1ea7n thi\u1ebft \u0111\u1ec3 t\u0103ng t\u1ed1c \u0111\u1ed9 \u0111\u00e0o t\u1ea1o AI v\u00e0o n\u0103m 2024.<\/p>\n

C\u1ed5 phi\u1ebfu c\u1ee7a Hynix \u0111\u00e3 t\u0103ng g\u1ea7n 60% trong n\u0103m nay tr\u01b0\u1edbc phi\u00ean giao d\u1ecbch h\u00f4m th\u1ee9 T\u01b0, so v\u1edbi m\u1ee9c t\u0103ng 20% \u200b\u200bc\u1ee7a Samsung.<\/p>\n

Tuy nhi\u00ean, cho \u0111\u1ebfn khi nhu c\u1ea7u li\u00ean quan \u0111\u1ebfn AI chuy\u1ec3n th\u00e0nh doanh s\u1ed1 b\u00e1n h\u00e0ng th\u1ef1c t\u1ebf, Samsung v\u00e0 Hynix cho bi\u1ebft h\u1ecd s\u1ebd v\u01b0\u1ee3t qua s\u1ef1 b\u1ea5t \u1ed5n kinh t\u1ebf b\u1eb1ng c\u00e1ch c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng chip NAND \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong PC v\u00e0 \u0111i\u1ec7n tho\u1ea1i. \u0110i\u1ec1u \u0111\u00f3 \u0111\u00e3 gi\u00fap h\u1ed7 tr\u1ee3 gi\u00e1 c\u1ee7a c\u1ea3 DRAM v\u00e0 NAND, m\u1ed9t d\u1ea5u hi\u1ec7u cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng cu\u1ed1i c\u00f9ng c\u00f3 th\u1ec3 \u0111\u00e3 ch\u1ea1m \u0111\u00e1y.<\/p>\n

Samsung, c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong ng\u00e0nh c\u00f4ng ngh\u1ec7 nh\u1edd v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u v\u1ec1 chip, thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed v\u00e0 \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh, c\u0169ng \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i t\u1eeb doanh s\u1ed1 b\u00e1n h\u00e0ng m\u1ea1nh m\u1ebd c\u1ee7a \u0111i\u1ec7n tho\u1ea1i m\u00e0n h\u00ecnh g\u1eadp.<\/p>\n

Nh\u00e0 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u0111\u00e3 gi\u1edbi thi\u1ec7u th\u1ebf h\u1ec7 th\u1ee9 n\u0103m c\u1ee7a \u0111i\u1ec7n tho\u1ea1i m\u00e0n h\u00ecnh g\u1eadp, c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m c\u1ee7a \u0111\u1ed1i th\u1ee7 Apple Inc. Doanh s\u1ed1 b\u00e1n m\u00e0n h\u00ecnh c\u1ee7a h\u00e3ng d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd t\u0103ng nh\u1edd s\u1edf th\u00edch c\u1ee7a ng\u01b0\u1eddi d\u00f9ng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh \u0111\u1ed1i v\u1edbi m\u00e0n h\u00ecnh l\u1edbn h\u01a1n, ch\u1eb3ng h\u1ea1n nh\u01b0 m\u00e0n h\u00ecnh \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong iPhone m\u1edbi c\u1ee7a Apple, m\u1ed9t kh\u00e1ch h\u00e0ng c\u0169ng \u0111\u1ed3ng th\u1eddi l\u00e0 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh.<\/p>\n

<\/ins><\/div>\n

Samsung s\u1ebd cung c\u1ea5p c\u00e1i nh\u00ecn to\u00e0n di\u1ec7n h\u01a1n v\u1ec1 thu nh\u1eadp c\u1ee7a m\u00ecnh v\u00e0o cu\u1ed1i th\u00e1ng n\u00e0y. C\u00f4ng ty tr\u01b0\u1edbc \u0111\u00e2y cho bi\u1ebft h\u1ecd d\u1ef1 ki\u1ebfn \u200b\u200bdoanh s\u1ed1 b\u00e1n h\u00e0ng s\u1ebd ph\u1ee5c h\u1ed3i trong n\u1eeda cu\u1ed1i n\u0103m nay.<\/p>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u0169ng s\u1ebd \u0111\u00e1nh gi\u00e1 s\u1ef1 ti\u1ebfn b\u1ed9 c\u1ee7a Samsung trong l\u0129nh v\u1ef1c kinh doanh s\u1ea3n xu\u1ea5t chip, l\u0129nh v\u1ef1c m\u00e0 h\u00e3ng n\u00e0y \u0111ang theo sau C\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan. S\u1ef1 ch\u00fa \u00fd \u0111ang \u0111\u1ed5 d\u1ed3n v\u00e0o b\u1ea5t k\u1ef3 s\u1ef1 thay \u0111\u1ed5i n\u00e0o trong \u0111\u01a1n \u0111\u1eb7t h\u00e0ng \u0111\u1ed1i v\u1edbi Samsung khi kh\u00e1ch h\u00e0ng t\u00ecm c\u00e1ch gi\u1ea3m b\u1edbt s\u1ef1 ti\u1ebfp x\u00fac v\u1edbi \u0110\u00e0i Loan, h\u00f2n \u0111\u1ea3o m\u00e0 Trung Qu\u1ed1c tuy\u00ean b\u1ed1 l\u00e0 c\u1ee7a ri\u00eang m\u00ecnh, do c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb gia t\u0103ng. Doanh thu h\u00e0ng qu\u00fd t\u1ea1i TSMC gi\u1ea3m \u00edt h\u01a1n m\u1ee9c lo ng\u1ea1i nh\u1edd nhu c\u1ea7u t\u1eeb c\u00e1c c\u00f4ng ty AI.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng tr\u00f4ng ch\u1edd v\u00e0o c\u00e1c c\u00f4ng ty l\u1edbn nh\u1ea5t c\u1ee7a ng\u00e0nh c\u00f4ng ngh\u1ec7 trong vi\u1ec7c t\u00ecm ki\u1ebfm nh\u1eefng c\u01a1 h\u1ed9i ph\u1ee5c h\u1ed3i nh\u1edd AI, nh\u01b0ng l\u1ea1m ph\u00e1t leo thang v\u00e0 b\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb \u0111ang c\u1ea3n tr\u1edf m\u1ecdi th\u1ee9.<\/p>\n

Samsung l\u00e0 c\u00f4ng ty v\u1eefng m\u1ea1nh trong l\u0129nh v\u1ef1c b\u1ed9 nh\u1edb \u0111\u00e3 x\u00e2y d\u1ef1ng n\u0103ng l\u1ef1c nhanh ch\u00f3ng \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u do \u0111\u1ea1i d\u1ecbch g\u00e2y ra. C\u00f4ng ty \u0111\u00e3 chi ti\u00eau r\u1ea5t t\u1ed1t trong th\u1eddi k\u1ef3 suy tho\u00e1i, t\u1ef1 g\u00e1nh ch\u1ecbu chi ph\u00ed cho ch\u00ednh m\u00ecnh v\u00e0 nh\u1eefng kh\u00e1ch h\u00e0ng l\u1edbn nh\u1ea5t v\u1edbi l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho ng\u00e0y c\u00e0ng t\u0103ng.<\/p>\n

Lee Seung-Woo, nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Eugene Investment & Securities cho bi\u1ebft: \u201cK\u1ebft qu\u1ea3 t\u1ed1t h\u01a1n mong \u0111\u1ee3i\u201d. \u201cM\u1ee9c \u0111\u1ec9nh c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p chip nh\u1edb \u0111\u00e3 qua v\u00e0 k\u1ebft qu\u1ea3 c\u1ee7a Samsung \u0111\u00e3 cho th\u1ea5y \u0111i\u1ec1u \u0111\u00f3\u201d<\/em>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

C\u00f4ng ty \u0111i\u1ec7n t\u1eed Samsung \u0111\u00e3 b\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn h\u00e0ng qu\u00fd gi\u1ea3m \u00edt h\u01a1n sau khi c\u1eaft gi\u1ea3m kho\u1ea3n l\u1ed7 \u1edf b\u1ed9 ph\u1eadn chip, cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u c\u00f3 th\u1ec3 \u0111\u00e3 v\u01b0\u1ee3t qua giai \u0111o\u1ea1n kh\u00f3 kh\u0103n.C\u1ed5 phi\u1ebfu c\u1ee7a Samsung \u0111\u00e3 t\u0103ng t\u1edbi 4,4%, m\u1ee9c cao nh\u1ea5t trong h\u01a1n m\u1ed9t […]<\/p>\n","protected":false},"author":1,"featured_media":458,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/comments?post=457"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/457\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media\/458"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}