{"id":4317,"date":"2026-07-14T11:01:35","date_gmt":"2026-07-14T03:01:35","guid":{"rendered":"https:\/\/fdinews.asia\/taiwan-glass-rot-them-2-ty-dai-te-vao-vai-thuy-tinh-cao-cap-vat-lieu-nen-cho-may-chu-ai-van-thieu-toi-cuoi-2027\/"},"modified":"2026-07-14T11:01:35","modified_gmt":"2026-07-14T03:01:35","slug":"taiwan-glass-rot-them-2-ty-dai-te-vao-vai-thuy-tinh-cao-cap-vat-lieu-nen-cho-may-chu-ai-van-thieu-toi-cuoi-2027","status":"publish","type":"post","link":"https:\/\/fdinews.asia\/zh\/taiwan-glass-rot-them-2-ty-dai-te-vao-vai-thuy-tinh-cao-cap-vat-lieu-nen-cho-may-chu-ai-van-thieu-toi-cuoi-2027\/","title":{"rendered":"Taiwan Glass r\u00f3t th\u00eam 2 t\u1ef7 \u0110\u00e0i t\u1ec7 v\u00e0o v\u1ea3i th\u1ee7y tinh cao c\u1ea5p: v\u1eadt li\u1ec7u n\u1ec1n cho m\u00e1y ch\u1ee7 AI v\u1eabn thi\u1ebfu t\u1edbi cu\u1ed1i 2027"},"content":{"rendered":"
\n

\u0110\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng Taiwan Glass Industry Corporation (m\u00e3 ch\u1ee9ng kho\u00e1n 1802) ng\u00e0y 12\/7 \u0111\u00e3 th\u00f4ng qua k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng giai \u0111o\u1ea1n ba: r\u00f3t th\u00eam 2 t\u1ef7 \u0110\u00e0i t\u1ec7 \u0111\u1ec3 n\u00e2ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t v\u1ea3i th\u1ee7y tinh cao c\u1ea5p<\/strong> c\u1ea5p \u0111i\u1ec7n t\u1eed th\u1ebf h\u1ec7 hai, d\u00f2ng Low DK\/Low CTE. M\u1ee5c ti\u00eau l\u00e0 ho\u00e0n t\u1ea5t v\u00e0 \u0111\u01b0a v\u00e0o v\u1eadn h\u00e0nh trong n\u0103m 2027.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd h\u01a1n c\u1ea3 con s\u1ed1 \u0111\u1ea7u t\u01b0 l\u00e0 ph\u00e1t bi\u1ec3u c\u1ee7a Ch\u1ee7 t\u1ecbch Lin Po-feng ngay t\u1ea1i \u0111\u1ea1i h\u1ed9i: t\u00ecnh tr\u1ea1ng cung kh\u00f4ng \u0111\u1ee7 c\u1ea7u \u1edf ph\u00e2n kh\u00fac n\u00e0y s\u1ebd c\u00f2n k\u00e9o d\u00e0i t\u1edbi cu\u1ed1i n\u0103m 2027.<\/p>\n

V\u1edbi c\u00e1c nh\u00e0 m\u00e1y \u0111i\u1ec7n t\u1eed t\u1ea1i Vi\u1ec7t Nam, m\u1ed9t c\u00e2u nh\u01b0 v\u1eady kh\u00f4ng n\u1eb1m \u1edf m\u1ee5c tin doanh nghi\u1ec7p. N\u00f3 n\u1eb1m \u1edf m\u1ee5c l\u1ecbch s\u1ea3n xu\u1ea5t.<\/p>\n

Hai n\u0103m, hai l\u1ea7n m\u1edf h\u1ea7u bao cho v\u1ea3i th\u1ee7y tinh cao c\u1ea5p<\/h2>\n

\u0110\u00e2y kh\u00f4ng ph\u1ea3i l\u1ea7n \u0111\u1ea7u Taiwan Glass \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o d\u00f2ng s\u1ea3n ph\u1ea9m n\u00e0y.<\/p>\n

N\u0103m 2025, c\u00f4ng ty \u0111\u00e3 b\u1ecf ra 2,25 t\u1ef7 \u0110\u00e0i t\u1ec7 \u0111\u1ec3 n\u00e2ng s\u1ed1 d\u00e2y chuy\u1ec1n v\u1ea3i th\u1ee7y tinh c\u1ea5p \u0111i\u1ec7n t\u1eed cao c\u1ea5p t\u1eeb 4 l\u00ean 12 \u2014 t\u1ee9c g\u1ea5p ba trong v\u00f2ng m\u1ed9t n\u0103m. Th\u00f4ng th\u01b0\u1eddng, sau m\u1ed9t \u0111\u1ee3t bung c\u00f4ng su\u1ea5t m\u1ea1nh nh\u01b0 v\u1eady, doanh nghi\u1ec7p s\u1ebd d\u1eebng l\u1ea1i quan s\u00e1t: xem th\u1ecb tr\u01b0\u1eddng h\u1ea5p th\u1ee5 t\u1edbi \u0111\u00e2u, xem d\u00e2y chuy\u1ec1n m\u1edbi c\u00f3 ch\u1ea1y h\u1ebft c\u00f4ng su\u1ea5t kh\u00f4ng.<\/p>\n

Taiwan Glass kh\u00f4ng d\u1eebng. C\u00f4ng ty \u0111\u01b0a ra \u0111\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng m\u1ed9t k\u1ebf ho\u1ea1ch r\u00f3t ti\u1ebfp 2 t\u1ef7 \u0110\u00e0i t\u1ec7 n\u1eefa, v\u00e0 \u0111\u01b0\u1ee3c th\u00f4ng qua.<\/p>\n

\u0110\u1ecdc hai \u0111\u1ee3t \u0111\u1ea7u t\u01b0 c\u1ea1nh nhau, th\u00f4ng \u0111i\u1ec7p kh\u00e1 r\u00f5. \u0110\u00f3 kh\u00f4ng ph\u1ea3i h\u00e0nh vi c\u1ee7a m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang lo \u1ebf c\u00f4ng su\u1ea5t. \u0110\u00f3 l\u00e0 h\u00e0nh vi c\u1ee7a m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t tin r\u1eb1ng ph\u1ea7n c\u00f4ng su\u1ea5t v\u1eeba d\u1ef1ng l\u00ean v\u1eabn ch\u01b0a \u0111\u1ee7 \u0111\u1ec3 \u0111\u1ee1 \u0111\u01b0\u1ee3c l\u01b0\u1ee3ng \u0111\u01a1n h\u00e0ng \u0111ang t\u1edbi.<\/p>\n

L\u00e0 doanh nghi\u1ec7p ni\u00eam y\u1ebft tr\u00ean S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n \u0110\u00e0i Loan, c\u00e1c ngh\u1ecb quy\u1ebft \u0111\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng v\u00e0 k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 tr\u1ecdng y\u1ebfu c\u1ee7a c\u00f4ng ty ph\u1ea3i \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 theo quy \u0111\u1ecbnh tr\u00ean H\u1ec7 th\u1ed1ng C\u00f4ng b\u1ed1 Th\u00f4ng tin Th\u1ecb tr\u01b0\u1eddng (MOPS)<\/a>. C\u00e1c c\u00f4ng b\u1ed1 ch\u00ednh th\u1ee9c c\u1ee7a t\u1eadp \u0111o\u00e0n c\u0169ng \u0111\u01b0\u1ee3c \u0111\u0103ng t\u1ea3i t\u1ea1i trang th\u00f4ng tin c\u1ee7a Taiwan Glass<\/a>.<\/p>\n

V\u00ec sao m\u1ed9t t\u1ea5m v\u1ea3i l\u1ea1i ch\u1eb7n \u0111\u01b0\u1ee3c c\u1ea3 d\u00e2y chuy\u1ec1n m\u00e1y ch\u1ee7<\/h2>\n

V\u1ea3i th\u1ee7y tinh Low DK\/Low CTE l\u00e0 l\u1edbp n\u1ec1n c\u1ee7a b\u1ea3ng m\u1ea1ch in d\u00f9ng trong m\u00e1y ch\u1ee7 AI v\u00e0 thi\u1ebft b\u1ecb chuy\u1ec3n m\u1ea1ch t\u1ed1c \u0111\u1ed9 cao.<\/p>\n

Hai ch\u1eef vi\u1ebft t\u1eaft \u0111\u00f3 n\u00f3i l\u00ean to\u00e0n b\u1ed9 v\u1ea5n \u0111\u1ec1. Low DK \u2014 h\u1eb1ng s\u1ed1 \u0111i\u1ec7n m\u00f4i th\u1ea5p \u2014 cho ph\u00e9p t\u00edn hi\u1ec7u ch\u1ea1y nhanh h\u01a1n v\u1edbi suy hao th\u1ea5p h\u01a1n, \u0111i\u1ec1u ki\u1ec7n b\u1eaft bu\u1ed9c khi t\u1ed1c \u0111\u1ed9 truy\u1ec1n d\u1eabn tr\u00ean bo m\u1ea1ch ng\u00e0y c\u00e0ng b\u1ecb \u0111\u1ea9y l\u00ean. Low CTE \u2014 h\u1ec7 s\u1ed1 gi\u00e3n n\u1edf nhi\u1ec7t th\u1ea5p \u2014 gi\u1eef cho b\u1ea3ng m\u1ea1ch kh\u00f4ng cong v\u00eanh khi c\u1ee5m chip b\u00ean tr\u00ean n\u00f3ng l\u00ean trong v\u1eadn h\u00e0nh li\u00ean t\u1ee5c.<\/p>\n

N\u00f3i c\u00e1ch kh\u00e1c: \u0111\u00e2y l\u00e0 lo\u1ea1i v\u1eadt li\u1ec7u m\u00e0 n\u1ebfu thi\u1ebfu, c\u1ea3 m\u1ed9t d\u00e2y chuy\u1ec1n l\u1eafp r\u00e1p m\u00e1y ch\u1ee7 ph\u1ea3i n\u1eb1m ch\u1edd. \u0110\u00f3 c\u0169ng l\u00e0 l\u00fd do m\u1ed9t quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 c\u1ee7a nh\u00e0 s\u1ea3n xu\u1ea5t v\u1eadt li\u1ec7u \u1edf \u0110\u00e0i Loan l\u1ea1i \u0111\u01b0\u1ee3c \u0111\u1ecdc r\u1ea5t k\u1ef9 \u1edf c\u00e1c nh\u00e0 m\u00e1y c\u00e1ch \u0111\u00f3 v\u00e0i ngh\u00ecn c\u00e2y s\u1ed1.<\/p>\n

N\u00fat th\u1eaft c\u1ee7a chu\u1ed7i cung \u1ee9ng AI, v\u00ec th\u1ebf, kh\u00f4ng ph\u1ea3i l\u00fac n\u00e0o c\u0169ng n\u1eb1m \u1edf con chip. \u0110\u00f4i khi n\u00f3 n\u1eb1m \u1edf t\u1ea5m v\u1ea3i b\u00ean d\u01b0\u1edbi con chip.<\/p>\n

V\u1ea3i th\u1ee7y tinh cao c\u1ea5p v\u00e0 v\u1ecb tr\u00ed c\u1ee7a nh\u00e0 m\u00e1y Vi\u1ec7t Nam trong chu\u1ed7i<\/h2>\n

Vi\u1ec7t Nam l\u00e0 m\u1ed9t m\u1eaft x\u00edch l\u1edbn trong l\u1eafp r\u00e1p \u0111i\u1ec7n t\u1eed v\u00e0 s\u1ea3n xu\u1ea5t b\u1ea3ng m\u1ea1ch c\u1ee7a khu v\u1ef1c. Nh\u01b0ng c\u1ea7n nh\u00ecn th\u1eb3ng v\u00e0o v\u1ecb tr\u00ed c\u1ee7a m\u00ecnh trong chu\u1ed7i: \u1edf kh\u00e2u v\u1eadt li\u1ec7u n\u1ec1n, c\u00e1c nh\u00e0 m\u00e1y t\u1ea1i Vi\u1ec7t Nam l\u00e0 b\u00ean nh\u1eadn h\u00e0ng, kh\u00f4ng ph\u1ea3i b\u00ean cung c\u1ea5p. Ngu\u1ed3n v\u1ea3i th\u1ee7y tinh cao c\u1ea5p ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0110\u00e0i Loan v\u00e0 Nh\u1eadt B\u1ea3n.<\/p>\n

C\u1ea5u tr\u00fac \u0111\u00f3 khi\u1ebfn ph\u00e1t bi\u1ec3u c\u1ee7a Lin Po-feng n\u1eb7ng k\u00fd h\u01a1n m\u1ed9t tuy\u00ean b\u1ed1 doanh nghi\u1ec7p th\u00f4ng th\u01b0\u1eddng. Khi ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u m\u1ed9t nh\u00e0 cung c\u1ea5p l\u1edbn c\u1ee7a m\u1eb7t h\u00e0ng n\u00e0y n\u00f3i r\u1eb1ng thi\u1ebfu h\u1ee5t k\u00e9o d\u00e0i t\u1edbi cu\u1ed1i 2027 \u2014 v\u00e0 \u0111\u1ed3ng th\u1eddi chi th\u00eam 2 t\u1ef7 \u0110\u00e0i t\u1ec7 \u0111\u1ec3 m\u1edf r\u1ed9ng, thay v\u00ec ch\u1ec9 n\u00f3i su\u00f4ng \u2014 th\u00ec th\u00f4ng \u0111i\u1ec7p g\u1eedi xu\u1ed1ng h\u1ea1 ngu\u1ed3n kh\u00e1 th\u1eb3ng th\u1eafn: trong giai \u0111o\u1ea1n 2026\u20132027, v\u1eadt li\u1ec7u n\u1ec1n cao c\u1ea5p s\u1ebd kh\u00f4ng d\u1ec5 mua h\u01a1n.<\/p>\n

\u0110i\u1ec1u n\u00e0y ch\u1ea1m v\u00e0o hai vi\u1ec7c r\u1ea5t c\u1ee5 th\u1ec3 tr\u00ean b\u00e0n c\u1ee7a m\u1ed9t gi\u00e1m \u0111\u1ed1c nh\u00e0 m\u00e1y.<\/p>\n

Th\u1ee9 nh\u1ea5t l\u00e0 l\u1ecbch s\u1ea3n xu\u1ea5t.<\/strong> N\u1ebfu v\u1eadt li\u1ec7u n\u1ec1n l\u00e0 n\u00fat th\u1eaft, th\u00ec l\u1ecbch giao h\u00e0ng ph\u1ea3i \u0111\u01b0\u1ee3c x\u00e2y quanh n\u00fat th\u1eaft \u0111\u00f3, ch\u1ee9 kh\u00f4ng ph\u1ea3i quanh c\u00f4ng su\u1ea5t l\u1eafp r\u00e1p. M\u1ed9t d\u00e2y chuy\u1ec1n ch\u1ea1y t\u1ed1t nh\u01b0ng thi\u1ebfu ph\u00f4i v\u1eadt li\u1ec7u v\u1eabn l\u00e0 m\u1ed9t d\u00e2y chuy\u1ec1n \u0111\u1ee9ng. Th\u1eddi \u0111i\u1ec3m 2027 m\u00e0 Taiwan Glass \u0111\u1eb7t ra cho giai \u0111o\u1ea1n ba c\u0169ng l\u00e0 m\u1ed9t m\u1ed1c \u0111\u00e1ng ghi l\u1ea1i: ph\u1ea7n c\u00f4ng su\u1ea5t m\u1edbi n\u00e0y, theo k\u1ebf ho\u1ea1ch c\u1ee7a ch\u00ednh c\u00f4ng ty, ch\u01b0a c\u00f3 m\u1eb7t tr\u00ean th\u1ecb tr\u01b0\u1eddng tr\u01b0\u1edbc n\u0103m \u0111\u00f3.<\/p>\n

Th\u1ee9 hai l\u00e0 \u0111\u00e0m ph\u00e1n h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n.<\/strong> Trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng m\u00e0 b\u00ean b\u00e1n c\u00f4ng khai n\u00f3i c\u1ea7u v\u01b0\u1ee3t cung trong hai n\u0103m t\u1edbi, c\u00e1c \u0111i\u1ec1u kho\u1ea3n v\u1ec1 l\u01b0\u1ee3ng b\u1ea3o \u0111\u1ea3m, th\u1eddi h\u1ea1n cam k\u1ebft v\u00e0 m\u1ee9c \u0111\u1ed9 linh ho\u1ea1t khi \u0111i\u1ec1u ch\u1ec9nh \u0111\u01a1n h\u00e0ng s\u1ebd \u0111\u01b0\u1ee3c \u0111\u00e0m ph\u00e1n trong b\u1ed1i c\u1ea3nh \u0111\u00f3, ch\u1ee9 kh\u00f4ng ph\u1ea3i trong b\u1ed1i c\u1ea3nh d\u01b0 cung.<\/p>\n

C\u1ea7n l\u01b0u \u00fd r\u1eb1ng Taiwan Glass n\u00f3i v\u1ec1 c\u00f4ng su\u1ea5t v\u00e0 v\u1ec1 th\u1eddi gian thi\u1ebfu h\u1ee5t \u2014 c\u00f4ng ty kh\u00f4ng \u0111\u01b0a ra b\u1ea5t k\u1ef3 con s\u1ed1 n\u00e0o v\u1ec1 gi\u00e1. C\u00e1i \u0111\u1ecdc \u0111\u01b0\u1ee3c t\u1eeb \u0111\u1ee3t \u0111\u1ea7u t\u01b0 n\u00e0y l\u00e0 chi\u1ec1u c\u1ee7a t\u00edn hi\u1ec7u: ngu\u1ed3n cung v\u1ea3i th\u1ee7y tinh cao c\u1ea5p c\u00f2n c\u0103ng, v\u00e0 \u00edt nh\u1ea5t t\u1edbi cu\u1ed1i n\u0103m 2027, s\u1ee9c \u00e9p \u0111\u00f3 v\u1eabn d\u1ed3n v\u1ec1 ph\u00eda c\u00e1c nh\u00e0 m\u00e1y h\u1ea1 ngu\u1ed3n.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

\u0110\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng Taiwan Glass Industry Corporation (m\u00e3 ch\u1ee9ng kho\u00e1n 1802) ng\u00e0y 12\/7 \u0111\u00e3 th\u00f4ng qua k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng giai \u0111o\u1ea1n ba: r\u00f3t th\u00eam 2 t\u1ef7 \u0110\u00e0i t\u1ec7 \u0111\u1ec3 n\u00e2ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t v\u1ea3i th\u1ee7y tinh cao c\u1ea5p c\u1ea5p \u0111i\u1ec7n t\u1eed th\u1ebf h\u1ec7 hai, d\u00f2ng Low DK\/Low CTE. M\u1ee5c ti\u00eau l\u00e0 ho\u00e0n […]<\/p>\n","protected":false},"author":5,"featured_media":4318,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-4317","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asean-news"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/4317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/comments?post=4317"}],"version-history":[{"count":0,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/4317\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media\/4318"}],"wp:attachment":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media?parent=4317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/categories?post=4317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/tags?post=4317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}