{"id":915,"date":"2023-12-28T06:37:08","date_gmt":"2023-12-28T06:37:08","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/12\/28\/chi-phi-san-xuat-chip-2nm-cua-tsmc-tang-vot-thi-truong-ai-nin-tho\/"},"modified":"2023-12-28T06:37:08","modified_gmt":"2023-12-28T06:37:08","slug":"chi-phi-san-xuat-chip-2nm-cua-tsmc-tang-vot-thi-truong-ai-nin-tho","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/12\/28\/chi-phi-san-xuat-chip-2nm-cua-tsmc-tang-vot-thi-truong-ai-nin-tho\/","title":{"rendered":"Chi ph\u00ed s\u1ea3n xu\u1ea5t chip 2nm c\u1ee7a TSMC t\u0103ng v\u1ecdt, th\u1ecb tr\u01b0\u1eddng AI \u201cn\u00edn th\u1edf\u201d"},"content":{"rendered":"<\/p>\n<div class=\"content-detail textview\">\n<div class=\"audio\"><audio controls><\/audio><\/div>\n<p>N\u0103m 2023 s\u1eafp k\u1ebft th\u00fac, nh\u01b0ng C\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan (TSMC) \u0111ang chu\u1ea9n b\u1ecb \u0111\u00f3n nh\u1eadn m\u1ed9t s\u1ef1 kh\u00f3 kh\u0103n m\u1edbi: S\u1ef1 t\u0103ng v\u1ecdt trong chi ph\u00ed v\u1eadn h\u00e0nh c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn h\u00e0ng \u0111\u1ea7u c\u1ee7a m\u00ecnh, ti\u00eau bi\u1ec3u l\u00e0 c\u00f4ng ngh\u1ec7 thi\u1ebft k\u1ebf ch\u1ea5t b\u00e1n d\u1eabn 3nm v\u00e0 2nm s\u1eafp t\u1edbi. B\u00e1o ch\u00ed \u0110\u00e0i Loan tr\u00edch d\u1eabn nh\u1eadn \u0111\u1ecbnh t\u1eeb m\u1ed9t ngu\u1ed3n tin d\u1ea5u t\u00ean r\u1eb1ng c\u00e1c n\u00fat quy tr\u00ecnh 3nm v\u00e0 2nm c\u1ee7a TSMC s\u1ebd c\u00f3 chi ph\u00ed v\u1eadn h\u00e0nh t\u0103ng \u0111\u00e1ng k\u1ec3 trong t\u01b0\u01a1ng lai, qua \u0111\u00f3 g\u00e2y \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn gi\u00e1 b\u00e1n chip th\u00e0nh ph\u1ea9m c\u0169ng nh\u01b0 t\u1ea1o ra t\u00e1c \u0111\u1ed9ng (ti\u00eau c\u1ef1c) \u0111\u1ebfn t\u1ed1c \u0111\u1ed9 ph\u00e1t tri\u1ec3n c\u1ee7a l\u0129nh v\u1ef1c tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o to\u00e0n c\u1ea7u.<\/p>\n<p>Tin t\u1ee9c n\u00e0y \u0111\u01b0\u1ee3c \u0111\u01b0a ra ngay khi th\u1ecb tr\u01b0\u1eddng v\u1eabn \u0111\u00f3ng c\u1eeda trong k\u00ec ngh\u1ec9 n\u0103m 2023, v\u00e0 c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ea3nh c\u00e1o r\u1eb1ng vi\u1ec7c t\u0103ng chi ph\u00ed ti\u1ec1m n\u0103ng n\u00e0y c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u1ef7 su\u1ea5t l\u1ee3i nhu\u1eadn c\u1ee7a Apple, Inc. &#8211; m\u1ed9t trong nh\u1eefng \u0111\u1ed1i t\u00e1c l\u1edbn nh\u1ea5t c\u1ee7a TSMC.<\/p>\n<p>Quy tr\u00ecnh s\u1ea3n xu\u1ea5t 3nm hi\u1ec7n l\u00e0 quy tr\u00ecnh s\u1ea3n xu\u1ea5t ti\u00ean ti\u1ebfn nh\u1ea5t tr\u00ean th\u1ebf gi\u1edbi v\u00e0 khi n\u00f3i \u0111\u1ebfn TSMC, ph\u1ea7n l\u1edbn c\u00e1c s\u1ea3n ph\u1ea9m m\u1edbi nh\u1ea5t c\u1ee7a c\u00f4ng ty n\u00e0y \u0111\u1ec1u \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t cho Apple. Tr\u1edf l\u1ea1i n\u0103m 2022, m\u1ed9t b\u00e1o c\u00e1o t\u1eeb DigiTimes \u0111\u00e3 ti\u1ebft l\u1ed9 r\u1eb1ng c\u00e1c t\u1ea5m wafer 3 nanomet c\u1ee7a TSMC s\u1ebd c\u00f3 gi\u00e1 kho\u1ea3ng 20.000 USD. Theo sau \u0111\u00f3 l\u00e0 h\u00e0ng lo\u1ea1t b\u00e1o c\u00e1o truy\u1ec1n th\u00f4ng kh\u00e1c cho r\u1eb1ng chi ph\u00ed cho m\u1ed7i t\u1ea5m wafer c\u00f3 th\u1ec3 t\u0103ng l\u00ean t\u1edbi 25.000 USD ho\u1eb7c gi\u1ea3m xu\u1ed1ng d\u01b0\u1edbi 20.000 USD.<\/p>\n<p>Tuy nhi\u00ean sang \u0111\u1ebfn n\u0103m 2023, v\u1edbi xu h\u01b0\u1edbng ph\u1ed5 c\u1eadp nhanh ch\u00f3ng c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p AI, th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn to\u00e0n c\u1ea7u \u0111\u00e3 ti\u1ebfn v\u00e0o m\u1ed9t b\u01b0\u1edbc ngo\u1eb7t ho\u00e0n to\u00e0n kh\u00e1c, v\u1edbi tr\u1ecdng t\u00e2m l\u00e0 s\u1ef1 gia t\u0103ng nhu c\u1ea7u c\u1ef1c l\u1edbn v\u1ec1 c\u00e1c d\u00f2ng vi x\u1eed l\u00fd tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o. Th\u1ef1c t\u1ebf n\u00e0y khi\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn l\u1edbn ph\u1ea3i t\u00ednh to\u00e1n l\u1ea1i b\u00e0i to\u00e1n t\u1ed1i \u01b0u chi ph\u00ed c\u0169ng nh\u01b0 t\u1ea7m nh\u00ecn \u0111\u1ea7u t\u01b0 cho c\u00e1c c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t chip \u0111\u1eaft ti\u1ec1n.<\/p>\n<div id=\"articleads\" class=\"adbox adsense in-article\"><ins class=\"adsbygoogle\" style=\"text-align:center\" data-ad-format=\"fluid\" data-ad-layout=\"in-article\" data-ad-client=\"ca-pub-9275417305531302\" data-ad-slot=\"2079243249\"><\/ins><\/div>\n<p>Ch\u00ednh s\u1ef1 ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd c\u1ee7a AI trong n\u0103m qua \u0111\u00e3 \u0111\u1ea9y m\u1ee9c \u0111\u1ecbnh gi\u00e1 \u0111\u1ed1i v\u1edbi NVIDIA l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c. T\u01b0\u01a1ng t\u1ef1, c\u00e1c c\u00f4ng ty nh\u01b0 TSMC, v\u1ed1n li\u00ean ti\u1ebfp ghi nh\u1eadn doanh thu gi\u1ea3m do m\u00f4i tr\u01b0\u1eddng kinh t\u1ebf v\u0129 m\u00f4 kh\u00f3 kh\u0103n, nh\u01b0ng v\u1eabn duy tr\u00ec \u0111\u01b0\u1ee3c gi\u00e1 tr\u1ecb c\u1ee7a m\u00ecnh. Do \u0111\u00f3, kh\u00f4ng c\u00f3 g\u00ec kh\u00f3 hi\u1ec3u khi vi\u1ec7c gi\u00e1 th\u00e0nh chip x\u1eed l\u00fd 2nm t\u0103ng t\u1edbi 50% s\u1ebd g\u00e2y ra \u201ct\u00e1c \u0111\u1ed9ng ng\u01b0\u1ee3c\u201d \u0111\u00e1ng k\u1ec3 \u0111\u1ebfn t\u1ed1c \u0111\u1ed9 ph\u00e1t tri\u1ec3n c\u0169ng nh\u01b0 ph\u1ed5 bi\u1ebfn c\u1ee7a AI.<\/p>\n<p>L\u00e0n s\u00f3ng n\u00e0y s\u1ebd ho\u00e0n to\u00e0n th\u00e0nh hi\u1ec7n th\u1ef1c trong ba n\u0103m n\u1eefa, khi \u0111\u00f3 c\u00e1c c\u00f4ng ty nh\u01b0 AMD v\u00e0 NVIDIA c\u0169ng c\u00f3 th\u1ec3 s\u1ebd ph\u1ea3i th\u1eaft ch\u1eb7t ng\u00e2n s\u00e1ch chi ti\u00eau. Tr\u00ean th\u1ef1c t\u1ebf, NVIDIA \u0111\u00e3 b\u00e1n c\u00e1c s\u1ea3n ph\u1ea9m b\u00e1n d\u1eabn AI \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t tr\u00ean quy tr\u00ecnh 5 nanomet m\u1ea1nh m\u1ebd c\u1ee7a TSMC, v\u00e0 c\u00f3 k\u1ebf ho\u1ea1ch tri\u1ec3n khai c\u00e1c d\u1ef1 \u00e1n \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 3nm, 2nm trong th\u1eddi gian t\u1edbi. Tuy nhi\u00ean s\u1ef1 gia t\u0103ng trong gi\u00e1 th\u00e0nh s\u1ea3n xu\u1ea5t c\u00f3 th\u1ec3 khi\u1ebfn tham v\u1ecdng \u0111\u00f3 g\u1eb7p nhi\u1ec1u kh\u00f3 kh\u0103n h\u01a1n. M\u1ed9t s\u1ed1 tin \u0111\u1ed3n g\u1ea7n \u0111\u00e2y \u0111\u00e3 g\u1ee3i \u00fd r\u1eb1ng GPU th\u1ebf h\u1ec7 ti\u1ebfp theo c\u1ee7a NVIDIA s\u1ebd s\u1eed d\u1ee5ng quy tr\u00ecnh 3nm, khi\u1ebfn g\u00e1nh n\u1eb7ng chi ph\u00ed chip cao \u0111\u1ed5 d\u1ed3n l\u00ean vai Apple \u0111\u1ed1i v\u1edbi l\u00e0n s\u00f3ng s\u1ea3n xu\u1ea5t 2nm \u0111\u1ea7u ti\u00ean.<\/p>\n<p>Tuy nhi\u00ean, \u0111\u1ed9ng l\u1ef1c cung v\u00e0 c\u1ea7u tr\u00ean th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn r\u1ea5t c\u00f3 th\u1ec3 \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c gi\u00e1 AI. chip t\u0103ng v\u1ecdt. M\u1ed9t t\u1ea5m wafer 3 nanomet tr\u1ecb gi\u00e1 20.000 USD c\u00f3 th\u1ec3 tr\u1edf n\u00ean \u0111\u1eaft h\u01a1n n\u1ebfu nhu c\u1ea7u c\u1ee7a n\u00f3 v\u01b0\u1ee3t xa c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t &#8211; m\u1ed9t c\u1ea3nh b\u00e1o c\u00f3 ph\u1ea7n \u0111\u1eb7c bi\u1ec7t \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p chip. C\u00e1c c\u00f4ng ty nh\u01b0 TSMC v\u00e0 Samsung c\u00f3 c\u00f4ng su\u1ea5t c\u1ed1 \u0111\u1ecbnh v\u00e0 n\u1ebfu h\u1ecd tin r\u1eb1ng nhu c\u1ea7u s\u1ebd v\u01b0\u1ee3t xa ngu\u1ed3n cung th\u00ec chi ph\u00ed \u0111\u1ea7u t\u01b0 ban \u0111\u1ea7u v\u00e0o c\u01a1 s\u1edf m\u1edbi c\u0169ng th\u01b0\u1eddng \u0111\u01b0\u1ee3c chuy\u1ec3n sang kh\u00e1ch h\u00e0ng.<\/p>\n<p>\u0110\u1eb7c bi\u1ec7t, TSMC s\u1ebd ph\u1ea3i suy ngh\u0129 k\u1ef9 tr\u01b0\u1edbc khi m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t qu\u00e1 m\u1ee9c. Kh\u00f4ng ch\u1ec9 ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh \u01b0\u1edbc t\u00ednh doanh thu nhi\u1ec1u l\u1ea7n v\u00e0o n\u0103m 2023 m\u00e0 v\u00e0o n\u0103m 2022, c\u00f4ng ty \u0110\u00e0i Loan c\u00f2n ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng k\u1ef3 v\u1ecdng qu\u00e1 l\u1ea1c quan c\u1ee7a kh\u00e1ch h\u00e0ng trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng chip x\u1eed l\u00fd suy gi\u1ea3m tr\u00ean di\u1ec7n r\u1ed9ng.<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/st.quantrimang.com\/photos\/image\/holder.png\" alt=\"D\u1ef1 b\u00e1o v\u1ed1n n\u0103m 2024 c\u1ee7a TSMC do ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 Goldman Sachs th\u1ef1c hi\u1ec7n theo b\u00e1o c\u00e1o c\u1ee7a China Times, Group\" class=\"lazy\" data-src=\"https:\/\/st.quantrimang.com\/photos\/image\/2023\/12\/27\/chi-phi-san-xuat-chip-2nm-cua-tsmc-tang-vot1.jpg\"><figcaption>D\u1ef1 b\u00e1o v\u1ed1n n\u0103m 2024 c\u1ee7a TSMC do ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 Goldman Sachs th\u1ef1c hi\u1ec7n theo b\u00e1o c\u00e1o c\u1ee7a China Times, Group<\/figcaption><\/figure>\n<p>S\u1ef1 do d\u1ef1 n\u00e0y c\u0169ng \u0111\u01b0\u1ee3c th\u1ec3 hi\u1ec7n r\u00f5 trong m\u1ed9t b\u00e1o c\u00e1o t\u1eeb Goldman Sachs \u0111\u01b0\u1ee3c China Times tr\u00edch d\u1eabn, \u0111\u00e3 h\u1ea1 th\u1ea5p t\u1ef7 l\u1ec7 khai th\u00e1c c\u1ee7a TSMC \u0111\u1ed1i v\u1edbi quy tr\u00ecnh 3nm v\u00e0 2nm. B\u00e1o c\u00e1o c\u1ee7a Goldman \u0111\u00e3 c\u1eaft gi\u1ea3m m\u1ee5c ti\u00eau gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a TSMC v\u00e0 h\u1ea1 \u01b0\u1edbc t\u00ednh m\u1ee9c s\u1eed d\u1ee5ng \u0111\u1ed1i v\u1edbi 3nm xu\u1ed1ng 36% v\u00e0o n\u0103m 2023. C\u00f3 l\u1ebd \u0111\u00e2y l\u00e0 l\u00fd do t\u1ea1i sao chi ph\u00ed cho m\u1ed7i t\u1ea5m wafer 3nm kh\u00f4ng th\u1ec3 gi\u1ea3m xu\u1ed1ng d\u01b0\u1edbi 20.000 USD trong h\u01a1n m\u1ed9t n\u0103m.<\/p>\n<div id=\"articleads2\" class=\"adbox in-article adsense\"><ins class=\"adsbygoogle\" style=\"text-align:center\" data-ad-format=\"fluid\" data-ad-layout=\"in-article\" data-ad-client=\"ca-pub-9275417305531302\" data-ad-slot=\"4889239415\"><\/ins><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>N\u0103m 2023 s\u1eafp k\u1ebft th\u00fac, nh\u01b0ng C\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan (TSMC) \u0111ang chu\u1ea9n b\u1ecb \u0111\u00f3n nh\u1eadn m\u1ed9t s\u1ef1 kh\u00f3 kh\u0103n m\u1edbi: S\u1ef1 t\u0103ng v\u1ecdt trong chi ph\u00ed v\u1eadn h\u00e0nh c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn h\u00e0ng \u0111\u1ea7u c\u1ee7a m\u00ecnh, ti\u00eau bi\u1ec3u l\u00e0 c\u00f4ng ngh\u1ec7 thi\u1ebft k\u1ebf ch\u1ea5t b\u00e1n [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":916,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-915","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\/915","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=915"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/915\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media\/916"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}