{"id":18281,"date":"2025-09-29T09:40:04","date_gmt":"2025-09-29T02:40:04","guid":{"rendered":"https:\/\/nopphatnguoi.vn\/blog\/asml-lo-ngai-thue-quan-my-anh-huong-den-tang-truong\/"},"modified":"2025-09-29T09:40:11","modified_gmt":"2025-09-29T02:40:11","slug":"asml-lo-ngai-thue-quan-my-anh-huong-den-tang-truong","status":"publish","type":"post","link":"https:\/\/nopphatnguoi.vn\/blog\/asml-lo-ngai-thue-quan-my-anh-huong-den-tang-truong\/","title":{"rendered":"ASML lo ng\u1ea1i thu\u1ebf quan M\u1ef9 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u0103ng tr\u01b0\u1edfng"},"content":{"rendered":"<div>\n<div>\n<p>Nh&agrave; cung c&#7845;p thi&#7871;t b&#7883; s&#7843;n xu&#7845;t chip m&aacute;y t&iacute;nh ASML c&#7911;a H&agrave; Lan v&#7915;a th&ocirc;ng b&aacute;o r&#7857;ng c&ocirc;ng ty c&oacute; th&#7875; kh&ocirc;ng &#273;&#7841;t &#273;&#432;&#7907;c m&#7913;c t&#259;ng tr&#432;&#7903;ng nh&#432; k&#7923; v&#7885;ng v&agrave;o n&#259;m 2026 do nh&#7919;ng b&#7845;t &#7893;n li&ecirc;n quan &#273;&#7871;n ch&iacute;nh s&aacute;ch thu&#7871; quan c&#7911;a M&#7929;. S&#7921; kh&ocirc;ng ch&#7855;c ch&#7855;n trong c&aacute;c cu&#7897;c &#273;&agrave;m ph&aacute;n v&#7873; thu&#7871; &#273;ang khi&#7871;n c&aacute;c h&atilde;ng s&#7843;n xu&#7845;t chip tr&igrave; ho&atilde;n quy&#7871;t &#273;&#7883;nh &#273;&#7847;u t&#432; v&agrave;o nh&agrave; m&aacute;y m&#7899;i.<\/p>\n<p>B&ecirc;n c&#7841;nh &#273;&oacute;, m&#7913;c thu&#7871; 30% m&agrave; M&#7929; c&oacute; th&#7875; &aacute;p l&ecirc;n h&agrave;ng h&oacute;a ch&acirc;u &Acirc;u s&#7869; l&agrave;m t&#259;ng gi&aacute; m&#7897;t m&aacute;y in th&#7841;ch b&#7843;n cao c&#7845;p c&#7911;a ASML. ASML l&agrave; nh&agrave; cung c&#7845;p duy nh&#7845;t to&agrave;n c&#7847;u cho thi&#7871;t b&#7883; in th&#7841;ch b&#7843;n c&#7921;c t&iacute;m (EUV) &#8211; c&ocirc;ng ngh&#7879; c&#7889;t l&otilde;i &#273;&#7875; s&#7843;n xu&#7845;t nh&#7919;ng m&#7851;u chip ti&ecirc;n ti&#7871;n nh&#7845;t. Nh&#7919;ng thi&#7871;t b&#7883; n&agrave;y &#273;&#432;&#7907;c s&#7917; d&#7909;ng trong s&#7843;n xu&#7845;t chip c&#7911;a c&aacute;c h&atilde;ng l&#7899;n nh&#432; Nvidia, Apple.<\/p>\n<p>ASML ghi nh&#7853;n doanh thu h&#417;n 8,9 t&#7927; USD v&agrave; l&#7907;i nhu&#7853;n r&ograve;ng h&#417;n 2,6 t&#7927; USD trong qu&yacute; 2\/2025, t&#259;ng l&#7847;n l&#432;&#7907;t 23,3% v&agrave; 45,1% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m ngo&aacute;i. Tuy nhi&ecirc;n, Gi&aacute;m &#273;&#7889;c &#273;i&#7873;u h&agrave;nh ASML Christophe Fouquet cho bi&#7871;t c&ocirc;ng ty v&#7851;n &#273;ang chu&#7849;n b&#7883; cho k&#7883;ch b&#7843;n t&#259;ng tr&#432;&#7903;ng v&agrave;o n&#259;m 2026, nh&#432;ng hi&#7879;n t&#7841;i ch&#432;a th&#7875; x&aacute;c nh&#7853;n &#273;i&#7873;u &#273;&oacute;.<\/p>\n<p>N&#7871;u &#273;i&#7873;u n&agrave;y tr&#7903; th&agrave;nh hi&#7879;n th&#7921;c, n&#259;m 2026 s&#7869; l&agrave; n&#259;m &#273;&#7847;u ti&ecirc;n m&agrave; doanh thu c&#7911;a ASML kh&ocirc;ng t&#259;ng tr&#432;&#7903;ng k&#7875; t&#7915; n&#259;m 2012. Nh&#7919;ng b&#7845;t &#7893;n &#273;&#7883;a ch&iacute;nh tr&#7883; &#273;ang ph&#7911; b&oacute;ng l&ecirc;n c&aacute;c k&#7871; ho&#7841;ch c&#7911;a c&ocirc;ng ty. H&#417;n 130 t&#7927; USD gi&aacute; tr&#7883; th&#7883; tr&#432;&#7901;ng c&#7911;a ASML &#273;&atilde; &#8216;b&#7889;c h&#417;i&#8217; trong v&ograve;ng ch&#432;a t&#7899;i m&#7897;t n&#259;m v&igrave; nh&#7919;ng h&#7841;n ch&#7871; v&#7873; xu&#7845;t kh&#7849;u sang Trung Qu&#7889;c v&agrave; b&#7845;t &#7893;n thu&#7871; quan t&#7841;i M&#7929;.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>ASML, c\u00f4ng ty thi\u1ebft b\u1ecb s\u1ea3n xu\u1ea5t chip m\u00e1y t\u00ednh h\u00e0ng \u0111\u1ea7u H\u00e0 Lan, c\u00f3 th\u1ec3 kh\u00f4ng \u0111\u1ea1t m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng \u0111\u1ebfn n\u0103m 2026 do lo ng\u1ea1i v\u1ec1 thu\u1ebf quan M\u1ef9. S\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn t\u1eeb c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n thu\u1ebf v\u00e0 kh\u1ea3 n\u0103ng m\u1ee9c thu\u1ebf 30% s\u1ebd l\u00e0m t\u0103ng gi\u00e1 m\u00e1y in th\u1ea1ch b\u1ea3n EUV &#8211; c\u00f4ng ngh\u1ec7 then ch\u1ed1t cho s\u1ea3n xu\u1ea5t chip hi\u1ec7n \u0111\u1ea1i. \u0110i\u1ec1u n\u00e0y c\u0169ng c\u00f3 th\u1ec3 khi\u1ebfn ASML ch\u1ecbu th\u00eam chi ph\u00ed v\u1eadn chuy\u1ec3n do linh ki\u1ec7n ph\u1ea3i qua nhi\u1ec1u l\u01b0\u1ee3t v\u1eadn chuy\u1ec3n gi\u1eefa H\u00e0 Lan v\u00e0 M\u1ef9.<\/p>\n","protected":false},"author":1,"featured_media":18282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[3],"tags":[14447,14448,421,6620,124,1270,3033],"class_list":["post-18281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thoi-su","tag-asml","tag-chip","tag-ha-lan","tag-may-tinh","tag-my","tag-tang-truong","tag-thue-quan"],"_links":{"self":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts\/18281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/comments?post=18281"}],"version-history":[{"count":0,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts\/18281\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/media\/18282"}],"wp:attachment":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/media?parent=18281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/categories?post=18281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/tags?post=18281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}