{"id":18718,"date":"2023-12-20T10:03:36","date_gmt":"2023-12-20T03:03:36","guid":{"rendered":"https:\/\/www.thegioimaychu.vn\/blog\/?p=18718"},"modified":"2023-12-20T10:03:36","modified_gmt":"2023-12-20T03:03:36","slug":"ai-se-thuc-day-nhu-cau-ve-phuong-tien-luu-tru-vao-nam-2024","status":"publish","type":"post","link":"https:\/\/thegioimaychu.vn\/blog\/ai-hpc\/ai-se-thuc-day-nhu-cau-ve-phuong-tien-luu-tru-vao-nam-2024-p18718\/","title":{"rendered":"AI s\u1ebd th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef v\u00e0o n\u0103m 2024"},"content":{"rendered":"<style>.iblink{color:#975!important;}.iblink:hover{color:orange!important;}<\/style><p><em><strong>C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t HDD v\u00e0 c\u00e1c ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef d\u1ef1a tr\u00ean NAND ch\u1ee9ng ki\u1ebfn \u200b\u200bdoanh thu v\u00e0 doanh s\u1ed1 b\u00e1n h\u00e0ng \u0111ang gi\u1ea3m trong n\u0103m nay, nh\u01b0ng c\u00e1c chuy\u00ean gia k\u1ef3 v\u1ecdng \u0111i\u1ec1u n\u00e0y s\u1ebd thay \u0111\u1ed5i v\u00e0o n\u0103m 2024, m\u1ed9t ph\u1ea7n nh\u1edd v\u00e0o nhu c\u1ea7u v\u1ec1 AI.<\/strong><\/em><\/p>\n<p>C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t l\u01b0u tr\u1eef NAND v\u00e0 HDD \u0111\u00e3 ch\u1ee9ng ki\u1ebfn \u200b\u200bdoanh s\u1ed1 b\u00e1n h\u00e0ng s\u1ee5t gi\u1ea3m trong su\u1ed1t n\u0103m 2023, trong \u0111\u00f3 s\u1ed1 l\u01b0\u1ee3ng l\u00f4 h\u00e0ng HDD xu\u1ea5t x\u01b0\u1edfng m\u1ed7i qu\u00fd \u0111\u1ec1u gi\u1ea3m v\u00e0 gi\u00e1 NAND c\u0169ng s\u1ee5t gi\u1ea3m. C\u00e1c chuy\u00ean gia cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng s\u1ebd b\u1eaft \u0111\u1ea7u h\u1ed3i ph\u1ee5c v\u00e0o n\u1eeda cu\u1ed1i n\u0103m nay, nh\u01b0ng d\u1ef1 \u0111o\u00e1n \u0111\u00f3 \u0111\u00e3 kh\u00f4ng th\u00e0nh hi\u1ec7n th\u1ef1c. Tuy nhi\u00ean, h\u1ecd tin r\u1eb1ng chu k\u1ef3 n\u00e0y s\u1ebd thay \u0111\u1ed5i v\u00e0o n\u0103m 2024, ph\u1ea7n l\u1edbn s\u1ebd do s\u1ef1 ph\u1ed5 bi\u1ebfn ng\u00e0y c\u00e0ng gia t\u0103ng c\u1ee7a AI.<\/p>\n<p>Nhu c\u1ea7u gi\u1ea3m b\u1eaft ngu\u1ed3n t\u1eeb vi\u1ec7c c\u00f3 qu\u00e1 nhi\u1ec1u <a class=\"iblink\" href=\"\/linh-kien-may-chu\/hdd\/\">\u1ed5 c\u1ee9ng HDD<\/a> v\u00e0 <a class=\"iblink\" href=\"\/storage\/\">thi\u1ebft b\u1ecb l\u01b0u tr\u1eef<\/a> d\u1ef1a tr\u00ean NAND \u0111\u01b0\u1ee3c mua trong \u0111\u1ea1i d\u1ecbch COVID-19. Kh\u00f4ng l\u00e2u sau, ng\u00e0nh kinh doanh c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 tr\u1edf n\u00ean b\u1ea5t \u1ed5n, khi\u1ebfn c\u00e1c kh\u00e1ch h\u00e0ng ti\u00eau th\u1ee5 <a class=\"iblink\" href=\"\/linh-kien-may-chu\/hdd\/\">\u1ed5 c\u1ee9ng HDD<\/a> v\u00e0 NAND l\u1edbn, ch\u1eb3ng h\u1ea1n nh\u01b0 Microsoft, sa th\u1ea3i h\u00e0ng ngh\u00ecn nh\u00e2n vi\u00ean.<\/p>\n<p>Khi n\u0103m 2023 tr\u00f4i qua, c\u00e1c c\u00f4ng ty nh\u01b0 Seagate, \u0111\u00e3 sa th\u1ea3i 3.000 nh\u00e2n vi\u00ean v\u00e0o cu\u1ed1i n\u0103m 2022, cho bi\u1ebft \u0111\u00e3 nh\u00ecn th\u1ea5y nh\u1eefng d\u1ea5u hi\u1ec7u ph\u1ee5c h\u1ed3i ti\u1ec1m n\u0103ng. Nh\u01b0ng \u0111\u1ebfn th\u00e1ng 10, c\u00f4ng ty \u0111\u00e3 b\u00e1o c\u00e1o d\u1ef1 b\u00e1o m\u1ee9c doanh thu 1,45 t\u1ef7 USD trong qu\u00fd \u0111\u1ea7u ti\u00ean c\u1ee7a n\u0103m 2024 so v\u1edbi 2,035 t\u1ef7 USD v\u00e0o n\u0103m 2023, khi Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Dave Mosley ch\u1ec9 ra &#8220;chu k\u1ef3 suy tho\u00e1i k\u00e9o d\u00e0i h\u01a1n b\u00ecnh th\u01b0\u1eddng&#8221;.<\/p>\n<p>Trong khi AI t\u1ea1o sinh tr\u1edf th\u00e0nh ti\u00eau \u0111i\u1ec3m ch\u00ednh c\u1ee7a n\u0103m 2023, th\u00ec c\u01a1n s\u1ed1t n\u00e0y v\u1eabn ch\u01b0a th\u00fac \u0111\u1ea9y c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef. \u00cdt nh\u1ea5t l\u00e0 &#8220;ch\u01b0a&#8221;. C\u00e1c chuy\u00ean gia tin r\u1eb1ng AI s\u1ebd b\u1eaft \u0111\u1ea7u chuy\u1ec3n t\u1eeb giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng sang giai \u0111o\u1ea1n s\u1ea3n xu\u1ea5t v\u00e0o n\u0103m 2024 v\u00e0 h\u1ecd k\u1ef3 v\u1ecdng r\u1eb1ng khi \u0111i\u1ec1u n\u00e0y x\u1ea3y ra, nhu c\u1ea7u ph\u1ea7n c\u1ee9ng l\u01b0u tr\u1eef s\u1ebd t\u0103ng l\u00ean.<\/p>\n<h2>AI h\u00fat c\u1ea1n oxy &#8230;v\u00e0 ti\u1ec1n ra kh\u1ecfi c\u0103n ph\u00f2ng<\/h2>\n<p>V\u00e0o n\u0103m 2023, c\u00e1c nh\u00e0 cung c\u1ea5p kh\u00f4ng t\u1ea1o ra nhi\u1ec1u\u00a0\u0111\u1ed5i m\u1edbi v\u1ec1 ph\u1ea7n c\u1ee9ng l\u01b0u tr\u1eef. B.S. Teh, ph\u00f3 ch\u1ee7 t\u1ecbch \u0111i\u1ec1u h\u00e0nh ki\u00eam gi\u00e1m \u0111\u1ed1c th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Seagate, cho bi\u1ebft \u0111i\u1ec1u n\u00e0y l\u00e0 do s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a AI th\u1ebf h\u1ec7 m\u1edbi, khi c\u00e1c c\u00f4ng ty chuy\u1ec3n ng\u00e2n s\u00e1ch d\u00e0nh cho chi ph\u00ed v\u1ed1n t\u1eeb nh\u1eefng th\u1ee9 nh\u01b0 l\u01b0u tr\u1eef sang h\u1ed7 tr\u1ee3 c\u00f4ng ngh\u1ec7 AI.<\/p>\n<p>&#8220;M\u1ecdi ng\u01b0\u1eddi \u0111ang g\u1ea5p r\u00fat \u0111\u1ea7u t\u01b0 v\u00e0 cung c\u1ea5p c\u00e1c d\u1ecbch v\u1ee5 AI \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u&#8221;, Teh n\u00f3i. &#8220;N\u00f3 l\u00e0m ch\u1eadm qu\u00e1 tr\u00ecnh ph\u1ee5c h\u1ed3i c\u1ee7a ng\u00e0nh l\u01b0u tr\u1eef&#8221;. Tuy nhi\u00ean, \u00f4ng n\u00f3i th\u00eam, ch\u00ednh \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 l\u1ea1i gi\u00fap \u00edch cho l\u0129nh v\u1ef1c l\u01b0u tr\u1eef v\u00e0o n\u0103m t\u1edbi.<\/p>\n<p>Theo Joe Unsworth, m\u1ed9t nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Gartner, m\u1ed9t c\u00e2u chuy\u1ec7n kh\u00e1c \u0111\u00e3 \u0111\u01b0\u1ee3c l\u00e0m s\u00e1ng t\u1ecf h\u01a1n v\u1ec1 flash v\u00e0o n\u0103m 2023. M\u1eb7c d\u00f9 c\u00e1c m\u00e1y ch\u1ee7 AI s\u1eed d\u1ee5ng flash c\u1ea7n l\u01b0u tr\u1eef nhanh h\u01a1n nh\u01b0ng ch\u00fang kh\u00f4ng c\u1ea7n nhi\u1ec1u dung l\u01b0\u1ee3ng h\u01a1n. Thay v\u00e0o \u0111\u00f3, m\u00e1y ch\u1ee7 AI y\u00eau c\u1ea7u dung l\u01b0\u1ee3ng t\u1ea7m trung v\u1edbi hi\u1ec7u su\u1ea5t cao khi s\u1eed d\u1ee5ng flash. \u0110i\u1ec1u n\u00e0y c\u00e0ng l\u00e0m gi\u1ea3m dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef.<\/p>\n<p>&#8220;C\u00e1c m\u00e1y ch\u1ee7 AI r\u1ea5t \u0111\u1eaft ti\u1ec1n v\u00e0 vi\u1ec7c mua nh\u1eefng m\u00e1y ch\u1ee7 n\u00e0y l\u00e0 h\u1ec7 qu\u1ea3 c\u1ee7a vi\u1ec7c c\u00f3 qu\u00e1 nhi\u1ec1u m\u00e1y ch\u1ee7 c\u00f3 \u0111a m\u1ee5c \u0111\u00edch&#8221;, \u00f4ng n\u00f3i v\u00e0 l\u01b0u \u00fd r\u1eb1ng c\u00e1c m\u00e1y ch\u1ee7 \u0111a n\u0103ng c\u00f3 xu h\u01b0\u1edbng s\u1eed d\u1ee5ng nhi\u1ec1u b\u1ed9 nh\u1edb h\u01a1n.<\/p>\n<p>Unsworth cho bi\u1ebft, nhi\u1ec1u m\u00f4 h\u00ecnh AI \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u00e0o t\u1ea1o tr\u01b0\u1edbc n\u00ean ch\u00fang kh\u00f4ng c\u1ea7n dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef l\u1edbn \u0111\u1ec3 v\u1eadn h\u00e0nh. Nh\u01b0ng ch\u00fang t\u1ed1n ti\u1ec1n &#8211; m\u1ed9t khu v\u1ef1c kh\u00e1c m\u00e0 ng\u00e2n s\u00e1ch CNTT \u0111\u00e3 chuy\u1ec3n sang, ngo\u00e0i ph\u1ea7n l\u01b0u tr\u1eef.<\/p>\n<h2>\u1ed4 c\u1ee9ng ti\u1ebfp t\u1ee5c g\u1eb7p kh\u00f3 kh\u0103n<\/h2>\n<p>Kh\u00f4ng ch\u1ec9 c\u00f3 AI \u0111ang l\u1ea5y doanh thu ra kh\u1ecfi m\u1ea3ng l\u01b0u tr\u1eef. Doanh thu v\u00e0 doanh s\u1ed1 b\u00e1n h\u00e0ng v\u1eabn gi\u1ea3m trong n\u0103m 2023 \u0111\u1ed1i v\u1edbi Seagate v\u00e0 Western Digital, hai nh\u00e0 cung c\u1ea5p HDD l\u1edbn nh\u1ea5t to\u00e0n c\u1ea7u. S\u1ef1 suy tho\u00e1i n\u00e0y l\u00e0 do s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa\u00a0b\u1ea5t \u1ed5n kinh t\u1ebf\u00a0\u0111\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 v\u00e0 ho\u1ea1t \u0111\u1ed9ng d\u1ef1 tr\u1eef trong th\u1eddi k\u1ef3 d\u1ecbch b\u1ec7nh COVID-19, t\u1ea1o b\u1ed1i c\u1ea3nh cho m\u1ed9t s\u1ed1 thay \u0111\u1ed5i \u0111\u00e1ng ch\u00fa \u00fd tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/p>\n<p>V\u00e0o th\u00e1ng 3, Toshiba, h\u00e3ng chi\u1ebfm kho\u1ea3ng 20% \u200b\u200bth\u1ecb tr\u01b0\u1eddng HDD,\u00a0\u0111\u00e3 \u0111\u01b0\u1ee3c chuy\u1ec3n sang h\u00ecnh th\u1ee9c s\u1edf h\u1eefu ri\u00eang. V\u00e0o th\u00e1ng 4, Seagate b\u1ecb ph\u00e1t hi\u1ec7n\u00a0vi ph\u1ea1m <em>Danh s\u00e1ch th\u1ef1c th\u1ec3 c\u1ee7a B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i Hoa K\u1ef3<\/em>\u00a0v\u00ec cung c\u1ea5p \u1ed5 c\u1ee9ng cho Huawei, d\u1eabn \u0111\u1ebfn m\u1ed9t kho\u1ea3n ph\u1ea1t 300 tri\u1ec7u USD. Sau \u0111\u00f3, v\u00e0o th\u00e1ng 10,\u00a0L\u00e3nh \u0111\u1ea1o Western Digital \u0111\u00e3 gi\u1ea3i th\u00edch k\u1ebf ho\u1ea1ch chia t\u00e1ch c\u00f4ng ty th\u00e0nh hai, trong \u0111\u00f3 m\u1ed9t c\u00f4ng ty t\u1eadp trung v\u00e0o \u1ed5 c\u1ee9ng HDD v\u00e0 c\u00f4ng ty c\u00f2n l\u1ea1i t\u1eadp trung v\u00e0o SSD; vi\u1ec7c chia t\u00e1ch WD s\u1ebd di\u1ec5n ra v\u00e0o n\u1eeda cu\u1ed1i n\u0103m 2024.<\/p>\n<p>S\u1ef1 ch\u1eadm l\u1ea1i c\u1ee7a \u1ed5 c\u1ee9ng c\u0169ng d\u1eabn \u0111\u1ebfn s\u1ef1 ph\u1ee9c t\u1ea1p c\u1ee7a th\u1ecb tr\u01b0\u1eddng. Resonac, c\u00f3 tr\u1ee5 s\u1edf ch\u00ednh t\u1ea1i Tokyo, \u0111\u01b0\u1ee3c cho l\u00e0 s\u1ebd \u0111\u00f3ng c\u1eeda nh\u00e0 m\u00e1y \u1edf \u0110\u00e0i Loan, n\u01a1i s\u1ea3n xu\u1ea5t \u0111\u1ebf nh\u00f4m cho c\u00e1c \u1ed5 \u0111\u0129a, v\u00e0 sa th\u1ea3i 600 nh\u00e2n vi\u00ean. Tuy nhi\u00ean, theo Thomas Coughlin, ch\u1ee7 t\u1ecbch c\u00f4ng ty ph\u00e2n t\u00edch Coughlin Associates, vi\u1ec7c sa th\u1ea3i nh\u00e2n vi\u00ean trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng ch\u1eadm ch\u1ea1p kh\u00f4ng c\u00f3 g\u00ec \u0111\u00e1ng ng\u1ea1c nhi\u00ean v\u00e0 vi\u1ec7c \u0111\u00f3ng c\u1eeda nh\u00e0 m\u00e1y s\u1ebd kh\u00f4ng \u1ea3nh h\u01b0\u1edfng l\u1edbn \u0111\u1ebfn hai nh\u00e0 s\u1ea3n xu\u1ea5t \u1ed5 c\u1ee9ng HDD ch\u00ednh trong t\u01b0\u01a1ng lai.<\/p>\n<blockquote><p>&#8220;Khi c\u00e1c kh\u00e1ch h\u00e0ng l\u1edbn nh\u1ea5t c\u1ee7a b\u1ea1n ch\u1ec9 l\u00e0 m\u1ed9t s\u1ed1 \u00edt v\u00e0 h\u1ecd ng\u1eebng mua h\u00e0ng, \u0111i\u1ec1u \u0111\u00f3 s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn s\u1ef1 t\u0103ng tr\u01b0\u1edfng&#8221;, Dave Raffo, Nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Futurum Group<\/p><\/blockquote>\n<p>&#8220;Khi doanh s\u1ed1 b\u00e1n HDD gi\u1ea3m, nhu c\u1ea7u v\u1ec1 ch\u1ea5t n\u1ec1n gi\u1ea3m v\u00e0 vi\u1ec7c sa th\u1ea3i d\u01b0\u1eddng nh\u01b0 l\u00e0 \u0111i\u1ec1u m\u00e0 m\u1ed9t c\u00f4ng ty s\u1ebd l\u00e0m&#8221;, Coughlin n\u00f3i.<\/p>\n<p>Theo Dave Raffo, nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Futurum Group, v\u1ea5n \u0111\u1ec1 l\u1edbn nh\u1ea5t m\u00e0 c\u00e1c nh\u00e0 cung c\u1ea5p \u1ed5 c\u1ee9ng HDD \u0111ang g\u1eb7p ph\u1ea3i l\u00e0 kh\u00e1ch h\u00e0ng ch\u00ednh c\u1ee7a h\u1ecd l\u00e0 c\u00e1c nh\u00e0 cung c\u1ea5p \u0111\u00e1m m\u00e2y l\u1edbn, bao g\u1ed3m AWS v\u00e0 Azure. H\u1ecd c\u00f3 th\u1ec3 \u0111\u1eb7t m\u1ed9t \u0111\u01a1n \u0111\u1eb7t h\u00e0ng \u0111\u00e1ng k\u1ec3 trong m\u1ed9t ho\u1eb7c hai qu\u00fd v\u00e0 sau \u0111\u00f3 gi\u1ea3m kh\u1ed1i l\u01b0\u1ee3ng \u0111\u00f3 xu\u1ed1ng, tr\u01b0\u1eddng h\u1ee3p n\u00e0y x\u1ea3y ra v\u00e0o n\u0103m 2020 v\u00e0 2021.<\/p>\n<p>&#8220;Khi c\u00e1c kh\u00e1ch h\u00e0ng l\u1edbn nh\u1ea5t c\u1ee7a b\u1ea1n ch\u1ec9 l\u00e0 m\u1ed9t s\u1ed1 \u00edt v\u00e0 h\u1ecd ng\u1eebng mua h\u00e0ng, \u0111i\u1ec1u \u0111\u00f3 s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn s\u1ef1 t\u0103ng tr\u01b0\u1edfng&#8221;, Raffo n\u00f3i.<\/p>\n<p>Doanh s\u1ed1 b\u00e1n h\u00e0ng th\u1ea5p h\u01a1n v\u00e0 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef r\u1ebb h\u01a1n c\u00f3 th\u1ec3 g\u00e2y ra s\u1ef1 di\u1ec7t vong cho \u1ed5 c\u1ee9ng, nh\u01b0ng c\u00e1c nh\u00e0 cung c\u1ea5p nh\u00ecn th\u1ea5y m\u1ed9t t\u01b0\u01a1ng lai t\u01b0\u01a1i s\u00e1ng h\u01a1n cho s\u1ea3n ph\u1ea9m c\u1ee7a h\u1ecd. Teh t\u1ea1i Seagate cho bi\u1ebft, trong khi c\u00e1c ph\u01b0\u01a1ng ti\u1ec7n d\u1ef1a tr\u00ean NAND nh\u01b0 SSD ti\u1ebfp t\u1ee5c c\u1ea3i thi\u1ec7n v\u1ec1 hi\u1ec7u su\u1ea5t v\u00e0 m\u1eadt \u0111\u1ed9 th\u00ec c\u00f3 t\u1edbi 90% d\u1eef li\u1ec7u doanh nghi\u1ec7p v\u1eabn \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef tr\u00ean \u1ed5 c\u1ee9ng.<\/p>\n<p>Th\u1eadt v\u1eady, theo Ed Burns, nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i IDC, th\u1ecb tr\u01b0\u1eddng HDD d\u01b0\u1eddng nh\u01b0 \u0111\u00e3 s\u1eb5n s\u00e0ng \u0111\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng trong qu\u00fd t\u1edbi.<\/p>\n<p>&#8220;T\u00f4i ngh\u0129 ch\u00fang ta \u0111ang nh\u00ecn th\u1ea5y m\u1ed9t s\u1ed1 tia hy v\u1ecdng tr\u00ean m\u1eb7t tr\u1eadn \u0111\u00f3&#8221; \u00f4ng n\u00f3i.<\/p>\n<p>Burns cho bi\u1ebft m\u1ed9t l\u00fd do d\u1eabn \u0111\u1ebfn s\u1ef1 thay \u0111\u1ed5i ti\u1ec1m n\u0103ng l\u00e0 nhu c\u1ea7u t\u1eeb c\u00e1c nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y l\u1edbn \u0111\u00e3 gi\u1ea3m nh\u01b0ng d\u01b0\u1eddng nh\u01b0 \u0111ang ph\u1ee5c h\u1ed3i tr\u1edf l\u1ea1i.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/BhoMAPYuIfc?autoplay=0&amp;modestbranding=1&amp;rel=0&amp;widget_referrer=https:\/\/www.techtarget.com\/searchstorage\/feature\/AI-to-drive-storage-media-demand-in-2024&amp;enablejsapi=1&amp;origin=https:\/\/www.techtarget.com\" width=\"560\" height=\"315\" frameborder=\"0\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<h2>NAND ch\u1eadm l\u1ea1i, nh\u01b0ng ch\u01b0a h\u1ebft<\/h2>\n<p>Gi\u1ed1ng nh\u01b0 \u1ed5 c\u1ee9ng HDD, NAND nh\u1eadn th\u1ea5y nhu c\u1ea7u gi\u1ea3m v\u00e0o n\u0103m 2023, m\u1ed9t ph\u1ea7n xu\u1ea5t ph\u00e1t t\u1eeb t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba do \u0111\u1ea1i d\u1ecbch v\u00e0 m\u1ed9t ph\u1ea7n do nhu c\u1ea7u chung c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111\u1ed1i v\u1edbi PC, m\u00e1y t\u00ednh x\u00e1ch tay v\u00e0 c\u00e1c thi\u1ebft b\u1ecb kh\u00e1c suy gi\u1ea3m. \u0110i\u1ec1u n\u00e0y \u0111\u00e3 tr\u1edf th\u00e0nh n\u1ec1n t\u1ea3ng cho\u00a0c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n s\u00e1p nh\u1eadp Kioxia v\u00e0 Western Digital\u00a0v\u1ed1n \u0111\u00e3 th\u1ea5t b\u1ea1i, c\u0169ng nh\u01b0 vi\u1ec7c c\u00e1c nh\u00e0 cung c\u1ea5p n\u00eau b\u1eadt c\u00e1c s\u1ea3n ph\u1ea9m s\u1eafp ra m\u1eaft t\u1eeb r\u1ea5t l\u00e2u tr\u01b0\u1edbc khi ch\u00fang ra m\u1eaft nh\u01b0 d\u1ef1 ki\u1ebfn. Nh\u00e0 cung c\u1ea5p SSD l\u1edbn nh\u1ea5t to\u00e0n c\u1ea7u, Samsung, c\u0169ng\u00a0c\u1eaft gi\u1ea3m s\u1ea3n xu\u1ea5t\u00a0v\u00e0o n\u0103m 2023 \u0111\u1ec3 \u0111\u00e1p \u1ee9ng \u0111\u00fang v\u1edbi nhu c\u1ea7u.<\/p>\n<p>Gi\u1ed1ng nh\u01b0 c\u00e1c nh\u00e0 cung c\u1ea5p HDD, c\u00e1c nh\u00e0 cung c\u1ea5p flash NAND \u0111\u00e3 tr\u1edf n\u00ean ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c c\u00f4ng ty \u0111\u00e1m m\u00e2y v\u1ec1 m\u1eb7t doanh thu, theo Jim Handy, t\u1ed5ng gi\u00e1m \u0111\u1ed1c v\u00e0 nh\u00e0 ph\u00e2n t\u00edch ch\u1ea5t b\u00e1n d\u1eabn t\u1ea1i Objective Analysis.<\/p>\n<p>&#8220;C\u00e1c c\u00f4ng ty \u0111\u00e1m m\u00e2y c\u00f3 xu h\u01b0\u1edbng d\u1ecbch chuy\u1ec3n c\u00f9ng nhau, v\u00ec v\u1eady khi h\u1ecd ng\u1eebng mua h\u00e0ng trong m\u1ed9t th\u1eddi gian, v\u00e0 &#8230;c\u00f9ng l\u00fac &#8211; \u0110\u00f3 l\u00e0 m\u1ed9t th\u1ea3m h\u1ecda \u0111\u1ed1i v\u1edbi ng\u00e0nh b\u00e1n d\u1eabn&#8221;, Handy n\u00f3i.<\/p>\n<p>C\u00f4ng ty ph\u00e2n t\u00edch TrendForce b\u00e1o c\u00e1o r\u1eb1ng th\u1ecb tr\u01b0\u1eddng NAND \u0111\u00e3 ch\u1ee9ng ki\u1ebfn \u200b\u200b\u200b\u200bm\u1ee9c t\u0103ng tr\u01b0\u1edfng doanh thu 2,9% trong qu\u00fd 3 n\u0103m 2023 v\u00e0 d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd t\u0103ng th\u00eam 20% trong qu\u00fd 4 n\u0103m 2023. Gartner \u0111ang d\u1ef1 b\u00e1o s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng NAND n\u00f3i chung c\u0169ng nh\u01b0 t\u1eeb m\u1ee9c gi\u1ea3m 38,8% v\u00e0o n\u0103m 2023 xu\u1ed1ng c\u00f2n 49,6 % t\u0103ng tr\u01b0\u1edfng h\u00e0ng n\u0103m v\u00e0o n\u0103m 2024.<\/p>\n<h2>AI, ng\u00e0nh l\u01b0u tr\u1eef v\u00e0 n\u0103m 2024<\/h2>\n<p>Teh cho bi\u1ebft, khi kh\u00e1ch h\u00e0ng tr\u1ea3i qua giai \u0111o\u1ea1n \u0111\u1ea7u thi\u1ebft l\u1eadp n\u1ec1n t\u1ea3ng AI v\u00e0 chuy\u1ec3n sang giai \u0111o\u1ea1n s\u1ea3n xu\u1ea5t, h\u1ecd s\u1ebd c\u1ea7n b\u1ed9 l\u01b0u tr\u1eef cho c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn (LLM) v\u00e0 d\u1eef li\u1ec7u nghi\u00ean c\u1ee9u, th\u00fac \u0111\u1ea9y nhu c\u1ea7u l\u01b0u tr\u1eef d\u1ef1 ph\u00f2ng.<\/p>\n<p>&#8220;Tr\u1ecdng t\u00e2m c\u1ee7a AI t\u1ea1o sinh l\u00e0 v\u1ec1 kh\u00eda c\u1ea1nh \u0111i\u1ec7n to\u00e1n v\u00e0 h\u1ea1 t\u1ea7ng AI&#8221;, \u00f4ng n\u00f3i. &#8220;Sau khi x\u00e2y d\u1ef1ng xong, nhu c\u1ea7u l\u01b0u tr\u1eef s\u1ebd b\u1eaft \u0111\u1ea7u t\u0103ng l\u00ean&#8221;.<\/p>\n<p>Ph\u1ea7n c\u1ee9ng l\u01b0u tr\u1eef hi\u1ec7n \u0111\u00e3 s\u1eb5n s\u00e0ng ho\u1ea1t \u0111\u1ed9ng v\u1edbi AI, Teh cho bi\u1ebft. Nh\u01b0ng ph\u1ea7n c\u1ee9ng \u0111\u00f3 \u0111\u01b0\u1ee3c c\u1ea5u tr\u00fac nh\u01b0 th\u1ebf n\u00e0o l\u1ea1i l\u00e0 m\u1ed9t c\u00e2u chuy\u1ec7n kh\u00e1c. D\u1eef li\u1ec7u d\u00e0nh cho \u0111\u00e0o t\u1ea1o LLM s\u1ebd c\u1ea7n \u0111\u01b0\u1ee3c l\u01b0u l\u1ea1i v\u00e0 kh\u00e1ch h\u00e0ng s\u1ebd c\u1ea7n b\u1ed9 nh\u1edb d\u00e0y \u0111\u1eb7c v\u1edbi t\u1ed5ng chi ph\u00ed s\u1edf h\u1eefu h\u1ee3p l\u00fd. \u0110\u00e2y l\u00e0 l\u00fac Teh nh\u1eadn th\u1ea5y \u1ed5 c\u1ee9ng HDD \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t khi m\u1eadt \u0111\u1ed9 di\u1ec7n t\u00edch t\u0103ng l\u00ean, ch\u1eb3ng h\u1ea1n nh\u01b0\u00a0HAMR, s\u1ebd l\u01b0u tr\u1eef nhi\u1ec1u d\u1eef li\u1ec7u h\u01a1n tr\u00ean \u00edt thi\u1ebft b\u1ecb h\u01a1n v\u00e0 s\u1eed d\u1ee5ng \u00edt n\u0103ng l\u01b0\u1ee3ng h\u01a1n.<\/p>\n<p>Seagate \u0111\u00e3 \u0111i theo h\u01b0\u1edbng n\u00e0y. Tu\u1ea7n n\u00e0y, h\u00e3ng \u0111\u00e3 ph\u00e1t h\u00e0nh m\u1ed9t \u1ed5 \u0111\u0129a m\u1edbi, \u1ed5 c\u1ee9ng SkyHawk AI 24TB, nh\u1eb1m mang l\u1ea1i dung l\u01b0\u1ee3ng cao cho c\u00e1c \u1ed5 \u0111\u0129a l\u01b0u video gi\u00e1m s\u00e1t ho\u1ea1t \u0111\u1ed9ng v\u1edbi c\u00e1c \u1ee9ng d\u1ee5ng h\u1ed7 tr\u1ee3 AI.<\/p>\n<p>Unsworth cho bi\u1ebft, gi\u1ed1ng nh\u01b0 \u1ed5 c\u1ee9ng HDD, l\u01b0u tr\u1eef flash c\u0169ng s\u1eb5n s\u00e0ng thay \u0111\u1ed5i nh\u1edd AI.<\/p>\n<p>&#8220;Cu\u1ed1i c\u00f9ng, b\u1ea1n s\u1ebd c\u1ea7n dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef l\u1edbn\u00a0khi nh\u1eadn \u0111\u01b0\u1ee3c nhi\u1ec1u \u0111i\u1ec3m d\u1eef li\u1ec7u h\u01a1n v\u00e0 mu\u1ed1n tinh ch\u1ec9nh c\u00e1c m\u00f4 h\u00ecnh \u0111\u00f3&#8221;, Unsworth n\u00f3i.<\/p>\n<p>C\u00e1c chuy\u00ean gia cho bi\u1ebft d\u1eef li\u1ec7u n\u00e0y s\u1ebd c\u1ea7n \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef \u1edf \u0111\u00e2u \u0111\u00f3, m\u1edf r\u1ed9ng c\u01a1 h\u1ed9i cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef m\u1ed9t l\u1ea7n n\u1eefa.<\/p>\n<div>____<br \/><b>B\u00e0i vi\u1ebft li\u00ean quan<\/b><\/div>\n<ul>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=23349\">Ch\u1ea1y \u1ea3o h\u00f3a Proxmox tr\u00ean h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef h\u1ee3p nh\u1ea5t EonStor GS c\u1ee7a Infortrend<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=21626\">U.2 SSD: &#8220;Chi\u1ebfn binh&#8221; hi\u1ec7u n\u0103ng cao \u1ea9n m\u00ecnh trong th\u1ebf gi\u1edbi l\u01b0u tr\u1eef doanh nghi\u1ec7p<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=21606\">Gi\u1ea3i ph\u00e1p t\u00edch h\u1ee3p AI v\u00e0o h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef d\u1eef li\u1ec7u doanh nghi\u1ec7p: T\u01b0\u01a1ng lai \u0111\u00e3 \u0111\u1ebfn!<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=21598\">Gi\u1ea3i ph\u00e1p l\u01b0u tr\u1eef c\u1ee7a Infortrend: C\u00e1ch m\u1ea1ng h\u00f3a Qu\u1ea3n l\u00fd D\u1eef li\u1ec7u Y t\u1ebf<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=21510\">C\u1eadp nh\u1eadt danh m\u1ee5c l\u01b0u tr\u1eef c\u1ee7a Infortrend: T\u1eeb AI \u0111\u1ebfn H\u1ea1 t\u1ea7ng Doanh nghi\u1ec7p<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=20823\">L\u01b0u tr\u1eef doanh nghi\u1ec7p n\u0103m 2025: 6 xu h\u01b0\u1edbng kh\u00f4ng th\u1ec3 b\u1ecf qua<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>C&aacute;c nh&agrave; s&#7843;n xu&#7845;t HDD v&agrave; c&aacute;c ph&#432;&#417;ng ti&#7879;n l&#432;u tr&#7919; d&#7921;a tr&ecirc;n NAND ch&#7913;ng ki&#7871;n &#8203;&#8203;doanh thu v&agrave; doanh s&#7889; b&aacute;n h&agrave;ng &#273;ang gi&#7843;m trong n&#259;m nay, nh&#432;ng c&aacute;c chuy&ecirc;n gia k&#7923; v&#7885;ng &#273;i&#7873;u n&agrave;y s&#7869; thay &#273;&#7893;i v&agrave;o n&#259;m 2024, m&#7897;t ph&#7847;n nh&#7901; v&agrave;o nhu c&#7847;u v&#7873; AI. C&aacute;c nh&agrave; s&#7843;n xu&#7845;t l&#432;u&#8230;<\/p>\n","protected":false},"author":2,"featured_media":18719,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[1207,32],"class_list":["post-18718","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-hpc","tag-landscape","tag-storage"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI s\u1ebd th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef v\u00e0o n\u0103m 2024 - Blog | TheGioiMayChu<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thegioimaychu.vn\/blog\/ai-hpc\/ai-se-thuc-day-nhu-cau-ve-phuong-tien-luu-tru-vao-nam-2024-p18718\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"AI s\u1ebd th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef v\u00e0o n\u0103m 2024 - Blog | TheGioiMayChu\" \/>\n<meta name=\"twitter:description\" content=\"C&aacute;c nh&agrave; s&#7843;n xu&#7845;t HDD v&agrave; c&aacute;c ph&#432;&#417;ng ti&#7879;n l&#432;u tr&#7919; d&#7921;a tr&ecirc;n NAND ch&#7913;ng ki&#7871;n &#8203;&#8203;doanh thu v&agrave; doanh s&#7889; b&aacute;n h&agrave;ng &#273;ang gi&#7843;m trong n&#259;m nay, nh&#432;ng c&aacute;c chuy&ecirc;n gia k&#7923; v&#7885;ng &#273;i&#7873;u n&agrave;y s&#7869; thay &#273;&#7893;i v&agrave;o n&#259;m 2024, m&#7897;t ph&#7847;n nh&#7901; v&agrave;o nhu c&#7847;u v&#7873; AI. 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