{"id":59094,"date":"2026-01-12T10:13:55","date_gmt":"2026-01-12T03:13:55","guid":{"rendered":"https:\/\/hbbgroup.net\/roi-vao-the-kho-hp-cau-cuu-nha-san-xuat-dram-trung-quoc\/"},"modified":"2026-01-12T10:13:55","modified_gmt":"2026-01-12T03:13:55","slug":"roi-vao-the-kho-hp-cau-cuu-nha-san-xuat-dram-trung-quoc","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/roi-vao-the-kho-hp-cau-cuu-nha-san-xuat-dram-trung-quoc\/","title":{"rendered":"R\u01a1i v\u00e0o th\u1ebf kh\u00f3, HP ‘c\u1ea7u c\u1ee9u’ nh\u00e0 s\u1ea3n xu\u1ea5t DRAM Trung Qu\u1ed1c"},"content":{"rendered":"
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C\u00f4ng ty CXMT c\u1ee7a Trung Qu\u1ed1c \u0111\u01b0\u1ee3c cho l\u00e0 c\u00f3 th\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u DRAM, cho ph\u00e9p HP<\/a> t\u00edch h\u1ee3p m\u00f4-\u0111un b\u1ed9 nh\u1edb CXMT v\u00e0o s\u1ea3n ph\u1ea9m c\u1ee7a c\u00f4ng ty m\u00e1y t\u00ednh M\u1ef9.<\/p>\n

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\"R\u01a1i<\/p>

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Kh\u1ee7ng ho\u1ea3ng DRAM \u0111\u1ea9y HP \u0111\u1ebfn l\u1ef1a ch\u1ecdn kh\u00f3<\/p>\n<\/figcaption>

\u1ea2NH: WINDOWS CENTRAL<\/p>\n<\/figure>\n

T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung b\u1ed9 nh\u1edb \u0111ang ng\u00e0y c\u00e0ng tr\u1edf n\u00ean nghi\u00eam tr\u1ecdng, \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ea3 nh\u1eefng nh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb g\u1ed1c (OEM) l\u1edbn nh\u01b0 HP. Theo b\u00e1o c\u00e1o c\u1ee7a Bank of America (BofA) v\u00e0 \u0111\u01b0\u1ee3c nh\u00e0 ph\u00e2n t\u00edch Tae Kim c\u1ee7a Barron’s c\u00f4ng b\u1ed1, HP \u0111ang t\u00ecm ki\u1ebfm c\u00e1c nh\u00e0 cung c\u1ea5p b\u1ed9 nh\u1edb Trung Qu\u1ed1c \u0111\u1ec3 v\u1eadn chuy\u1ec3n c\u00e1c s\u1ea3n ph\u1ea9m “c\u00f3 h\u1ea1n” sang ch\u00e2u \u00c1 v\u00e0 ch\u00e2u \u00c2u.<\/p>\n

B\u00e1o c\u00e1o c\u0169ng ch\u1ec9 ra c\u00e1c nh\u00e0 cung c\u1ea5p b\u1ed9 nh\u1edb v\u00e0 flash c\u1ee7a Trung Qu\u1ed1c c\u00f3 th\u1ec3 s\u1ebd tr\u1edf n\u00ean ph\u1ed5 bi\u1ebfn h\u01a1n trong t\u01b0\u01a1ng lai do nh\u1eefng h\u1ea1n ch\u1ebf v\u1ec1 ngu\u1ed3n cung t\u1eeb c\u00e1c c\u00f4ng ty l\u1edbn nh\u01b0 Micron v\u00e0 Samsung. D\u1ef1 ki\u1ebfn, s\u1ea3n l\u01b0\u1ee3ng wafer DRAM c\u1ee7a CXMT<\/a> s\u1ebd \u0111\u1ea1t 300.000 \u0111\u01a1n v\u1ecb m\u1ed7i th\u00e1ng v\u00e0o n\u0103m 2026, m\u1eb7c d\u00f9 v\u1eabn th\u1ea5p h\u01a1n so v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p ch\u00ednh.<\/p>\n

Kh\u00f4ng ph\u1ea3i m\u1ecdi m\u00e1y t\u00ednh HP \u0111\u1ec1u s\u1eed d\u1ee5ng DRAM CXMT<\/h2>\n

CXMT \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn v\u1edbi kh\u1ea3 n\u0103ng s\u1ea3n xu\u1ea5t m\u00f4-\u0111un DDR5, m\u1eb7c d\u00f9 s\u1ea3n ph\u1ea9m HBM c\u1ee7a h\u00e3ng ch\u01b0a \u0111\u01b0\u1ee3c th\u1ecb tr\u01b0\u1eddng \u0111\u00f3n nh\u1eadn m\u1ea1nh m\u1ebd. C\u00f4ng ty Trung Qu\u1ed1c c\u0169ng \u0111ang l\u00ean k\u1ebf ho\u1ea1ch IPO t\u1ea1i Th\u01b0\u1ee3ng H\u1ea3i \u0111\u1ec3 huy \u0111\u1ed9ng 4,2 t\u1ec9 USD nh\u1eb1m m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t.<\/p>\n

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\"R\u01a1i<\/p>

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Ch\u00ednh ph\u1ee7 M\u1ef9 li\u1ec7u c\u00f3 ng\u0103n c\u1ea3n h\u01b0\u1edbng \u0111i m\u1edbi c\u1ee7a HP?<\/p>\n<\/figcaption>

\u1ea2NH: TECHSPOT<\/p>\n<\/figure>\n

Tuy nhi\u00ean, m\u1ed9t trong nh\u1eefng th\u00e1ch th\u1ee9c l\u1edbn m\u00e0 HP ph\u1ea3i \u0111\u1ed1i m\u1eb7t khi t\u00ecm ngu\u1ed3n cung t\u1eeb CXMT l\u00e0 c\u00e1c quy \u0111\u1ecbnh c\u1ee7a M\u1ef9. Theo M\u1ee5c 5949 trong \u0110\u1ea1o lu\u1eadt \u1ee6y quy\u1ec1n Qu\u1ed1c ph\u00f2ng M\u1ef9 (NDAA), B\u1ed9 Qu\u1ed1c ph\u00f2ng M\u1ef9 b\u1ecb c\u1ea5m mua ch\u1ea5t b\u00e1n d\u1eabn t\u1eeb CXMT, \u0111i\u1ec1u n\u00e0y cho th\u1ea5y ch\u00ednh ph\u1ee7 M\u1ef9 kh\u00f4ng mu\u1ed1n c\u00f3 linh ki\u1ec7n Trung Qu\u1ed1c<\/a> trong c\u00e1c s\u1ea3n ph\u1ea9m nh\u1ea1y c\u1ea3m. Hi\u1ec7n t\u1ea1i, c\u00e1c thi\u1ebft b\u1ecb th\u01b0\u01a1ng m\u1ea1i kh\u00f4ng b\u1ecb h\u1ea1n ch\u1ebf trong vi\u1ec7c t\u00edch h\u1ee3p m\u00f4-\u0111un b\u1ed9 nh\u1edb CXMT, nh\u01b0ng v\u1edbi vi\u1ec7c HP \u0111ang t\u00ecm hi\u1ec3u h\u01b0\u1edbng \u0111i m\u1edbi, c\u00f3 kh\u1ea3 n\u0103ng M\u1ef9 s\u1ebd \u00e1p d\u1ee5ng c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t m\u1edbi.<\/p>\n

B\u00e1o c\u00e1o c\u1ee7a BofA c\u0169ng l\u01b0u \u00fd vi\u1ec7c HP t\u00edch h\u1ee3p c\u00e1c m\u00f4-\u0111un CXMT c\u00f3 th\u1ec3 b\u1ecb gi\u1edbi h\u1ea1n \u1edf c\u00e1c m\u1eabu \u0111\u01b0\u1ee3c v\u1eadn chuy\u1ec3n t\u1ea1i ch\u00e2u \u00c1 v\u00e0 ch\u00e2u \u00c2u, cho ph\u00e9p c\u00f4ng ty t\u1eadn d\u1ee5ng c\u00e1c k\u1ebd h\u1edf ph\u00e1p l\u00fd \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o vi\u1ec7c s\u1eed d\u1ee5ng c\u00e1c m\u00f4-\u0111un b\u1ed9 nh\u1edb Trung Qu\u1ed1c kh\u00f4ng vi ph\u1ea1m lu\u1eadt ph\u00e1p \u0111\u1ecba ph\u01b0\u01a1ng.<\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

C\u00f4ng ty CXMT c\u1ee7a Trung Qu\u1ed1c \u0111\u01b0\u1ee3c cho l\u00e0 c\u00f3 th\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u DRAM, cho ph\u00e9p HP t\u00edch […]<\/p>","protected":false},"author":5,"featured_media":59096,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[94],"tags":[],"class_list":["post-59094","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc-trong-nuoc"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/59094","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=59094"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/59094\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/59096"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=59094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=59094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=59094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}