{"id":21458,"date":"2026-04-16T11:24:00","date_gmt":"2026-04-16T04:24:00","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=21458"},"modified":"2026-05-07T14:05:44","modified_gmt":"2026-05-07T07:05:44","slug":"pho-tgd-msr-phan-chien-thang-neu-lo-chuyen-tau-tro-thanh-ty-phu-ai-chung-ta-van-con-mot-chuyen-tau-nua-de-len","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/pho-tgd-msr-phan-chien-thang-neu-lo-chuyen-tau-tro-thanh-ty-phu-ai-chung-ta-van-con-mot-chuyen-tau-nua-de-len\/","title":{"rendered":"Ph\u00f3 TG\u0110 MSR Phan Chi\u1ebfn Th\u1eafng: N\u1ebfu l\u1ee1 chuy\u1ebfn t\u00e0u tr\u1edf th\u00e0nh t\u1ef7 ph\u00fa AI, ch\u00fang ta v\u1eabn c\u00f2n m\u1ed9t chuy\u1ebfn t\u00e0u n\u1eefa \u0111\u1ec3 l\u00ean"},"content":{"rendered":"\n

\u0110\u00f3 l\u00e0 chuy\u1ebfn t\u00e0u c\u1ee7a nh\u1eefng ng\u01b0\u1eddi mu\u1ed1n tr\u1edf th\u00e0nh t\u1ef7 ph\u00fa nh\u1edd s\u1edf h\u1eefu c\u00e1c v\u1eadt li\u1ec7u m\u00e0 AI kh\u00f4ng th\u1ec3 thi\u1ebfu \u0111\u01b0\u1ee3c – \u00d4ng Th\u1eafng n\u00f3i.<\/em><\/p>\n\n\n

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V\u00e0o th\u1ebf k\u1ef7 19, m\u1ed9t l\u00e0n s\u00f3ng \u0111\u1ed5 x\u00f4 \u0111i \u0111\u00e0o v\u00e0ng \u0111\u00e3 b\u00f9ng ph\u00e1t t\u1ea1i California (M\u1ef9), nh\u01b0ng khi t\u1ed5ng k\u1ebft l\u1ea1i, nh\u1eefng ng\u01b0\u1eddi tr\u1edf n\u00ean gi\u00e0u c\u00f3 nh\u1ea5t kh\u00f4ng ph\u1ea3i l\u00e0 nh\u1eefng phu v\u00e0ng, m\u00e0 ch\u00ednh l\u00e0 nh\u1eefng ng\u01b0\u1eddi \u0111\u00e3 bi\u1ebft t\u1eadn d\u1ee5ng c\u01a1 h\u1ed9i \u0111\u1ec3 b\u00e1n x\u1ebbng cho h\u1ecd. \u0110\u00e2y l\u00e0 c\u00e2u chuy\u1ec7n m\u00e0 \u00f4ng Phan Chi\u1ebfn Th\u1eafng \u2013 Ph\u00f3 t\u1ed5ng gi\u00e1m \u0111\u1ed1c CTCP Masan High-tech Materials (MSR) chia s\u1ebb t\u1ea1i \u0110\u1ea1i h\u1ed9i \u0111\u1ed3ng c\u1ed5 \u0111\u00f4ng s\u00e1ng 16\/4.<\/p>\n\n\n\n

Theo \u00f4ng Th\u1eafng, ng\u00e0y nay, th\u1ebf gi\u1edbi l\u1ea1i \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t “c\u01a1n s\u1ed1t v\u00e0ng” m\u1edbi mang t\u00ean Tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), t\u1ea1o ra t\u1ed1c \u0111\u1ed9 gia t\u0103ng t\u00e0i s\u1ea3n ch\u01b0a t\u1eebng c\u00f3 trong l\u1ecbch s\u1eed. Theo s\u1ed1 li\u1ec7u \u0111\u01b0\u1ee3c \u00f4ng Th\u1eafng chia s\u1ebb, n\u0103m ngo\u00e1i \u0111\u00e3 c\u00f3 h\u01a1n 50 t\u1ef7 ph\u00fa gia nh\u1eadp danh s\u00e1ch c\u1ee7a Forbes nh\u1edd t\u1eadn d\u1ee5ng n\u1ec1n t\u1ea3ng AI v\u00e0 ch\u1ec9 t\u1eeb \u0111\u1ea7u n\u0103m 2026 \u0111\u1ebfn nay \u0111\u00e3 c\u00f3 th\u00eam 45 ng\u01b0\u1eddi n\u1eefa. Tuy nhi\u00ean, c\u00f3 m\u1ed9t c\u00e2u h\u1ecfi mang t\u00ednh c\u1ed1t l\u00f5i m\u00e0 \u00edt ng\u01b0\u1eddi ch\u00fa \u00fd: To\u00e0n b\u1ed9 kh\u1ed1i t\u00e0i s\u1ea3n kh\u1ed5ng l\u1ed3 v\u00e0 l\u00e0n s\u00f3ng AI n\u00e0y \u0111ang \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng d\u1ef1a tr\u00ean n\u1ec1n t\u1ea3ng n\u00e0o?<\/p>\n\n\n

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Vonfram – “Chi\u1ebfc x\u1ebbng” kh\u00f4ng th\u1ec3 thay th\u1ebf trong k\u1ef7 nguy\u00ean AI<\/strong><\/p>\n\n\n\n

Ch\u00fang ta d\u1ec5 d\u00e0ng nh\u00ecn th\u1ea5y c\u00e1c s\u1ea3n ph\u1ea9m cu\u1ed1i c\u00f9ng nh\u01b0 con chip, smartphone hay trung t\u00e2m d\u1eef li\u1ec7u, nh\u01b0ng n\u1ec1n t\u1ea3ng th\u1ef1c s\u1ef1 ph\u00eda sau ch\u00fang l\u1ea1i l\u00e0 nh\u1eefng v\u1eadt li\u1ec7u c\u00f3 kh\u1ea3 n\u0103ng ch\u1ecbu nhi\u1ec7t cao v\u00e0 kh\u00f4ng th\u1ec3 thay th\u1ebf khi h\u1ec7 th\u1ed1ng v\u1eadn h\u00e0nh. M\u1ed9t trong s\u1ed1 \u0111\u00f3 ch\u00ednh l\u00e0 Vonfram (Tungsten). \u0110\u00e2y l\u00e0 v\u1eadt li\u1ec7u v\u00f4 c\u00f9ng \u0111\u1eb7c bi\u1ec7t, v\u1edbi \u0111\u1ed9 c\u1ee9ng ch\u1ec9 \u0111\u1ee9ng sau kim c\u01b0\u01a1ng, c\u00f3 t\u00ednh ch\u1ea5t d\u1eabn \u0111i\u1ec7n gi\u1ed1ng nh\u01b0 v\u00e0ng v\u00e0 \u0111\u1ed9 n\u00f3ng ch\u1ea3y c\u1ef1c k\u1ef3 cao.<\/p>\n\n\n

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Vonfram l\u00e0 v\u1eadt li\u1ec7u kh\u00f4ng th\u1ec3 thay th\u1ebf trong c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p tr\u1ecdng y\u1ebfu nh\u01b0 qu\u1ed1c ph\u00f2ng (bom xuy\u00ean h\u1ea7m, thi\u1ebft b\u1ecb qu\u00e2n s\u1ef1), c\u00f4ng ngh\u1ec7 in 3D, thi\u1ebft b\u1ecb b\u00e1n d\u1eabn, pin s\u1ea1c nhanh v\u00e0 th\u1eadm ch\u00ed l\u00e0 c\u1ee5c rung trong \u0111i\u1ec7n tho\u1ea1i di \u0111\u1ed9ng. L\u00e0n s\u00f3ng AI to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn s\u1ebd thu h\u00fat t\u1eeb 5 \u0111\u1ebfn 8 ng\u00e0n t\u1ef7 USD v\u1ed1n \u0111\u1ea7u t\u01b0 t\u1eeb nay \u0111\u1ebfn n\u0103m 2030, th\u00fac \u0111\u1ea9y nhu c\u1ea7u s\u1eed d\u1ee5ng ch\u1ea5t b\u00e1n d\u1eabn v\u00e0 pin t\u0103ng g\u1ea5p \u0111\u00f4i, k\u00e9o theo nhu c\u1ea7u \u0111\u1ed1i v\u1edbi Vonfram t\u0103ng v\u1ecdt l\u00ean 24.000 t\u1ea5n.<\/p>\n\n\n\n

B\u00e0i to\u00e1n ngu\u1ed3n cung thi\u1ebfu h\u1ee5t tr\u1ea7m tr\u1ecdng v\u00e0 cu\u1ed9c \u0111ua c\u1ee7a c\u00e1c c\u01b0\u1eddng qu\u1ed1c<\/strong><\/p>\n\n\n\n

D\u00f9 s\u1edf h\u1eefu nhu c\u1ea7u kh\u1ed5ng l\u1ed3, vi\u1ec7c ti\u1ebfp c\u1eadn Vonfram l\u1ea1i kh\u00f4ng h\u1ec1 d\u1ec5 d\u00e0ng. X\u00e9t v\u1ec1 m\u1eb7t \u0111\u1ecba l\u00fd, 80% tr\u1eef l\u01b0\u1ee3ng Volfram to\u00e0n c\u1ea7u n\u1eb1m t\u1ea1i Trung Qu\u1ed1c, trong khi Vi\u1ec7t Nam \u0111\u1ee9ng v\u1ecb tr\u00ed th\u1ee9 hai.<\/p>\n\n\n

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Tuy nhi\u00ean, Trung Qu\u1ed1c hi\u1ec7n \u0111ang \u0111\u00f3ng c\u1eeda xu\u1ea5t kh\u1ea9u \u0111\u1ec3 ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba v\u00e0 s\u1eed d\u1ee5ng lo\u1ea1i kho\u00e1ng s\u1ea3n n\u00e0y nh\u01b0 m\u1ed9t v\u0169 kh\u00ed chi\u1ebfn l\u01b0\u1ee3c. \u0110\u1ed9ng th\u00e1i n\u00e0y khi\u1ebfn cho g\u1ea7n 80% nhu c\u1ea7u t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng b\u00ean ngo\u00e0i Trung Qu\u1ed1c kh\u00f4ng \u0111\u01b0\u1ee3c \u0111\u00e1p \u1ee9ng, \u0111\u1ea9y gi\u00e1 n\u1ed9i \u0111\u1ecba c\u1ee7a n\u01b0\u1edbc n\u00e0y c\u00f3 nh\u1eefng l\u00fac c\u00f2n cao h\u01a1n gi\u00e1 th\u1ebf gi\u1edbi.<\/p>\n\n\n\n

D\u1ef1 b\u00e1o v\u00e0o n\u0103m 2025, to\u00e0n th\u1ebf gi\u1edbi s\u1ebd c\u1ea7n 96.000 t\u1ea5n Vonfram, nh\u01b0ng c\u00e1c th\u1ecb tr\u01b0\u1eddng ngo\u00e0i Trung Qu\u1ed1c ch\u1ec9 c\u00f3 th\u1ec3 cung c\u1ea5p \u0111\u01b0\u1ee3c 17.000 t\u1ea5n, t\u1ea1o ra m\u1ee9c thi\u1ebfu h\u1ee5t kh\u1ed5ng l\u1ed3 l\u00ean t\u1edbi 79.000 t\u1ea5n.<\/p>\n\n\n\n

\u0110\u1ee9ng tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh khan hi\u1ebfm n\u00e0y, c\u00e1c c\u01b0\u1eddng qu\u1ed1c \u0111ang r\u00e1o ri\u1ebft l\u1eadp c\u00e1c d\u1ef1 \u00e1n “k\u00e9t s\u1eaft” \u0111\u1ec3 t\u00edch tr\u1eef: M\u1ef9 s\u1eb5n s\u00e0ng chi 12 t\u1ef7 USD, Ch\u00e2u \u00c2u l\u00e0 3,5 t\u1ef7 USD v\u00e0 \u00dac r\u00f3t 1,2 t\u1ef7 USD \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung an to\u00e0n.<\/p>\n\n\n\n

L\u1ee3i th\u1ebf \u0111\u1ed9c t\u00f4n v\u00e0 d\u00f2ng ti\u1ec1n t\u1ef7 \u0111\u00f4 c\u1ee7a Masan High-Tech Materials (MHT)<\/strong><\/p>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh c\u01a1n kh\u00e1t v\u1eadt li\u1ec7u chi\u1ebfn l\u01b0\u1ee3c, Masan High-Tech Materials n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t \u0111i\u1ec3m s\u00e1ng tr\u00ean b\u1ea3n \u0111\u1ed3 kho\u00e1ng s\u1ea3n th\u1ebf gi\u1edbi. \u00d4ng Phan Chi\u1ebfn Th\u1eafng kh\u1eb3ng \u0111\u1ecbnh MHT hi\u1ec7n \u0111ang n\u1eafm gi\u1eef 21% th\u1ecb ph\u1ea7n v\u00e0 l\u00e0 nh\u00e0 cung c\u1ea5p Vonfram chi\u1ebfn l\u01b0\u1ee3c h\u00e0ng \u0111\u1ea7u to\u00e0n c\u1ea7u.<\/p>\n\n\n

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V\u1ecb th\u1ebf n\u00e0y \u0111\u1ebfn t\u1eeb vi\u1ec7c c\u00f4ng ty s\u1edf h\u1eefu chu\u1ed7i khai th\u00e1c, ch\u1ebf bi\u1ebfn v\u00e0 s\u1ea3n xu\u1ea5t kh\u00e9p k\u00edn t\u1ea1i m\u1ecf \u0111a kim N\u00fai Ph\u00e1o. M\u1eb7c d\u00f9 h\u00e0m l\u01b0\u1ee3ng Vonfram trong qu\u1eb7ng nguy\u00ean khai c\u1ef1c k\u1ef3 th\u1ea5p (ch\u1ec9 0,3%), c\u00f4ng ty \u0111\u00e3 l\u00e0m ch\u1ee7 \u0111\u01b0\u1ee3c c\u00f4ng ngh\u1ec7 ch\u1ebf bi\u1ebfn \u0111\u1ec3 cho ra \u0111\u1eddi s\u1ea3n ph\u1ea9m c\u00f3 h\u00e0m l\u01b0\u1ee3ng tinh khi\u1ebft l\u00ean t\u1edbi 99%.<\/p>\n\n\n\n

\u0110\u00e1ng ch\u00fa \u00fd, nh\u1edd \u0111\u1ea7u t\u01b0 700 tri\u1ec7u USD cho c\u1ee5m nh\u00e0 m\u00e1y tinh luy\u1ec7n theo c\u00f4ng ngh\u1ec7 c\u1ee7a \u0110\u1ee9c, MHT kh\u00f4ng ch\u1ec9 khai th\u00e1c m\u1ecf nh\u00e0 m\u00e0 c\u00f2n c\u00f3 n\u0103ng l\u1ef1c nh\u1eadp kh\u1ea9u qu\u1eb7ng t\u1eeb c\u00e1c n\u01a1i kh\u00e1c tr\u00ean th\u1ebf gi\u1edbi v\u1ec1 ch\u1ebf bi\u1ebfn, gi\u00fap bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee7a s\u1ea3n ph\u1ea9m c\u1ea3i thi\u1ec7n, \u0111\u1ea1t m\u1ee9c tr\u00ean 25%.<\/p>\n\n\n

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Gi\u00e1 tr\u1ecb c\u1ee7a doanh nghi\u1ec7p \u0111\u00e3 t\u0103ng m\u1ea1nh khi gi\u00e1 th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Vonfram (APT) t\u0103ng phi m\u00e3. N\u1ebfu nh\u01b0 m\u1ee9c gi\u00e1 \u0111\u01b0\u1ee3c d\u00f9ng \u0111\u1ec3 b\u00e1o c\u00e1o \u0111\u1ea7u n\u0103m 2025 ch\u1ec9 l\u00e0 500 USD, th\u00ec hi\u1ec7n t\u1ea1i \u0111\u00e3 v\u1ecdt l\u00ean t\u1edbi m\u1ee9c 3.000 USD.<\/p>\n\n\n\n

M\u1ed7i 100 USD gi\u00e1 APT t\u0103ng th\u00eam, doanh thu c\u1ee7a c\u00f4ng ty s\u1ebd t\u0103ng t\u01b0\u01a1ng \u1ee9ng 50 tri\u1ec7u USD. Ban l\u00e3nh \u0111\u1ea1o Masan \u01b0\u1edbc t\u00ednh, n\u1ebfu gi\u00e1 duy tr\u00ec \u1edf m\u1ee9c 2.000 USD, m\u1ecf N\u00fai Ph\u00e1o s\u1ebd d\u1ecdn s\u1ea1ch n\u1ee3 v\u00e0o n\u0103m 2027 v\u00e0 b\u1eaft \u0111\u1ea7u sinh l\u1eddi, chia c\u1ed5 t\u1ee9c cho c\u1ed5 \u0111\u00f4ng.<\/p>\n\n\n\n

Kh\u00e9p l\u1ea1i b\u00e0i ph\u00e1t bi\u1ec3u t\u00e2m huy\u1ebft, \u00f4ng Th\u1eafng g\u1eedi th\u00f4ng \u0111i\u1ec7p: “N\u1ebfu l\u1ee1 chuy\u1ebfn t\u00e0u tr\u1edf th\u00e0nh t\u1ef7 ph\u00fa AI, ch\u00fang ta v\u1eabn c\u00f2n m\u1ed9t chuy\u1ebfn t\u00e0u n\u1eefa \u0111\u1ec3 l\u00ean. \u0110\u00f3 l\u00e0 chuy\u1ebfn t\u00e0u c\u1ee7a nh\u1eefng ng\u01b0\u1eddi mu\u1ed1n tr\u1edf th\u00e0nh t\u1ef7 ph\u00fa nh\u1edd s\u1edf h\u1eefu c\u00e1c v\u1eadt li\u1ec7u m\u00e0 AI kh\u00f4ng th\u1ec3 thi\u1ebfu \u0111\u01b0\u1ee3c” <\/em>.<\/p>\n\n\n\n

Ngu\u1ed3n: CafeF<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

\u0110\u00f3 l\u00e0 chuy\u1ebfn t\u00e0u c\u1ee7a nh\u1eefng ng\u01b0\u1eddi mu\u1ed1n tr\u1edf th\u00e0nh t\u1ef7 ph\u00fa nh\u1edd s\u1edf h\u1eefu c\u00e1c v\u1eadt li\u1ec7u m\u00e0 AI kh\u00f4ng th\u1ec3 thi\u1ebfu \u0111\u01b0\u1ee3c – \u00d4ng Th\u1eafng n\u00f3i. V\u00e0o th\u1ebf k\u1ef7 19, m\u1ed9t l\u00e0n s\u00f3ng \u0111\u1ed5 x\u00f4 \u0111i \u0111\u00e0o v\u00e0ng \u0111\u00e3 b\u00f9ng ph\u00e1t t\u1ea1i California (M\u1ef9), nh\u01b0ng khi t\u1ed5ng k\u1ebft l\u1ea1i, nh\u1eefng ng\u01b0\u1eddi tr\u1edf n\u00ean […]<\/p>\n","protected":false},"author":37,"featured_media":21478,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[2],"tags":[1199,1209,1265,358,1266,373,883,904,933,1047,1185,106],"class_list":["post-21458","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-msn","tag-ai","tag-viet-nam","tag-mo-vonfram","tag-ky-nguyen-ai","tag-vonfram-2","tag-nui-phao-4","tag-msr","tag-masan-2","tag-masan-high-tech-materials-vi","tag-khai-khoang-thai-nguyen-2","tag-doanh-nghiep-phat-trien-ben-vung"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/04\/4FC1_img_2532.jpeg","_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=21458"}],"version-history":[{"count":12,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21458\/revisions"}],"predecessor-version":[{"id":21489,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21458\/revisions\/21489"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/21478"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=21458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=21458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=21458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}