{"id":28228,"date":"2026-07-28T09:05:39","date_gmt":"2026-07-28T00:05:39","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=28228"},"modified":"2026-07-28T09:05:39","modified_gmt":"2026-07-28T00:05:39","slug":"ue-how-long-will-the-semiconductor-bubble-last","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-how-long-will-the-semiconductor-bubble-last","title":{"rendered":"\u30102026\u5e74\u6700\u65b0\u3011\u534a\u5c0e\u4f53\u30d0\u30d6\u30eb\u306f\u3044\u3064\u307e\u3067\u7d9a\u304f\uff1f\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u4ed5\u7d44\u307f\u30682027\u5e74\u8ee2\u63db\u671f\u8aac\u3092\u4f53\u7cfb\u89e3\u8aac"},"content":{"rendered":"<h2 data-path-to-node=\"0\">\u30102026\u5e74\u6700\u65b0\u3011\u534a\u5c0e\u4f53\u30d0\u30d6\u30eb\u306f\u3044\u3064\u307e\u3067\u7d9a\u304f\uff1f\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u4ed5\u7d44\u307f\u30682027\u5e74\u8ee2\u63db\u671f\u8aac\u3092\u4f53\u7cfb\u89e3\u8aac<\/h2>\n<div>\n<div class=\"attention a-1\">\n<p style=\"text-align: left;\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg\" alt=\"\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\" width=\"110\" height=\"110\" class=\"wp-image-2102 alignnone\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg 700w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-300x300.jpg 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-150x150.jpg 150w\" sizes=\"(max-width: 110px) 100vw, 110px\" \/>\u3000<strong>\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\u3000<\/strong><br \/>\n<span style=\"font-size: 10pt;\"><a href=\"https:\/\/official.gfs.tokyo\/\">GFS<\/a>\u6821\u9577\u3002CFP\u00ae\u30021\u7d1a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6280\u80fd\u58eb(\u8cc7\u7523\u8a2d\u8a08\u63d0\u6848\u696d\u52d9)\u3002<a href=\"https:\/\/www.jafp.or.jp\/\">\u65e5\u672cFP\u5354\u4f1a<\/a>\u4f1a\u54e1\u3002\u65e5\u672cFP\u5b66\u4f1a\u4f1a\u54e1\u3002\u00a0<a href=\"https:\/\/mba.globis.ac.jp\/\">\u30b0\u30ed\u30fc\u30d3\u30b9\u7d4c\u55b6\u5927\u5b66\u9662<\/a>\u4fee\u4e86(MBA\/\u7d4c\u55b6\u5b66\u4fee\u58eb)\u3002<\/span><br \/>\n<span style=\"font-size: 10pt;\">\u65e5\u672c\u306eFP\u306e\u5148\u99c6\u8005\u3068\u3057\u3066\u8cc7\u7523\u904b\u7528\u306e\u5553\u8499\u306b\u5f93\u4e8b\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u304c\u5275\u8a2d\u3057\u305f\u79c1\u7acb<a href=\"https:\/\/www.cyber-u.ac.jp\/teacher\/ichikawa_yuichiro.html\">\u30b5\u30a4\u30d0\u30fc\u5927\u5b66<\/a>\u3067\u6559\u97ad\u3092\u57f7\u308b\u307b\u304b\u3001\u8b1b\u6f14\u4f9d\u983c\u3001\u30e1\u30c7\u30a3\u30a2\u51fa\u6f14\u3082\u591a\u6570\u3002\u8457\u66f8\u306b<a href=\"https:\/\/www.amazon.co.jp\/%E6%8A%95%E8%B3%87%E3%81%A7%E5%88%A9%E7%9B%8A%E3%82%92%E5%87%BA%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B%E4%BA%BA%E3%81%9F%E3%81%A1%E3%81%8C%E5%A4%A7%E4%BA%8B%E3%81%AB%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B-45%E3%81%AE%E6%95%99%E3%81%88-%E5%B8%82%E5%B7%9D-%E9%9B%84%E4%B8%80%E9%83%8E\/dp\/4532358825\">\u300c\u6295\u8cc7\u3067\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u308b\u4eba\u305f\u3061\u304c\u5927\u4e8b\u306b\u3057\u3066\u3044\u308b 45\u306e\u6559\u3048\u300d\uff08\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u51fa\u7248\uff09<\/a><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-size: 10pt;\">\u516c\u5f0fX \u30a2\u30ab\u30a6\u30f3\u30c8\u3000<a href=\"https:\/\/twitter.com\/ichikawa_toushi\">\u5e02\u5ddd\u96c4\u4e00\u90ce@\u304a\u91d1\u306e\u5b66\u6821 \u6821\u9577<\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"4\">\u7b2c1\u7ae0\uff1a\u7d50\u8ad6\u300c\u534a\u5c0e\u4f53\u30d0\u30d6\u30eb\u306f\u3044\u3064\u307e\u3067\u7d9a\u304f\u306e\u304b\uff1f\u300d<\/h2>\n<p data-path-to-node=\"5\">\u5e02\u5834\u30a2\u30ca\u30ea\u30b9\u30c8\u3084\u696d\u754c\u30c7\u30fc\u30bf\u306e\u591a\u304f\u306f\u3001\u73fe\u5728\u306eAI\u8d77\u5c0e\u578b\u300c\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\uff08\u5927\u597d\u6cc1\uff09\u300d\u306e\u30d4\u30fc\u30af\u304a\u3088\u3073\u8ee2\u63db\u70b9\u306f\u30102027\u5e74\u301c2028\u5e74\u9803\u3011\u306b\u8a2a\u308c\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"6\">\u305f\u3060\u3057\u3001\u3053\u308c\u306f\u300c2027\u5e74\u306b\u534a\u5c0e\u4f53\u7523\u696d\u304c\u7a81\u7136\u6ec5\u3073\u308b\u300d\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1007 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1007 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1007\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1007\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1007\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1007 no-decoration-radius\">\u3010\u5e02\u5834\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u4e88\u6e2c\u3011\r\n\r\n2024\u5e74\u301c2026\u5e74         2026\u5e74\u5f8c\u534a\u301c2027\u5e74\u524d\u534a      2027\u5e74\u5f8c\u534a\u301c2028\u5e74      2028\u5e74\u4ee5\u964d\u301c2030\u5e74\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510   \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510   \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510   \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 AI\u9700\u8981\u7206\u767a   \u2502\u2500\u2500&gt;\u2502 \u8d85\u30fb\u9ad8\u5024\u570f\u7dad\u6301\u2502\u2500\u2500&gt; \u2502 \u5de5\u5834\u7a3c\u50cd\u30e9\u30c3\u30b7\u30e5\u2502\u2500\u2500&gt;.\u2502 \u300c\u9078\u5225\u300d\u306e\u6642\u4ee3 \u2502\r\n\u2502 (\u9700\u7d66\u6975\u5ea6\u903c\u8feb)\u2502    \u2502 (HBM3e\/4\u904e\u71b1) \u2502      \u2502 (\u4f9b\u7d66\u904e\u5270\u30fb\u8abf\u6574)\u2502.     \u2502 (\u4e8c\u6975\u5316\u306e\u52a0\u901f) \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518   \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518   \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518   \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"8\">\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306e\u5177\u4f53\u7684\u30b7\u30ca\u30ea\u30aa\u89e3\u8aac<\/h3>\n<h4 data-path-to-node=\"9\">1. 2026\u5e74\u301c2027\u5e74\u524d\u534a\uff1a\u8d85\u30fb\u9ad8\u5024\u570f\u306e\u7dad\u6301\uff08\u904e\u71b1\u671f\uff09<\/h4>\n<p data-path-to-node=\"10\">\u751f\u6210AI\uff08ChatGPT\u3001Gemini\u3001Claude\u306a\u3069\uff09\u306e\u9032\u5316\u304c\u300c\u30c6\u30ad\u30b9\u30c8\u51e6\u7406\u300d\u304b\u3089\u300c\u52d5\u753b\u751f\u6210\u30fb\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u97f3\u58f0\u30fb\u9ad8\u5ea6\u306a\u63a8\u8ad6\uff08Reasoning\uff09\u300d\u3078\u3068\u30b7\u30d5\u30c8\u3057\u3001\u8a08\u7b97\u8cc7\u6e90\u306e\u9700\u8981\u304c\u5e7e\u4f55\u7d1a\u6570\u7684\u306b\u8df3\u306d\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"10\">\u3055\u3089\u306b\u3001NVIDIA\u306e\u300cBlackwell\u300d\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3084\u305d\u306e\u5f8c\u7d99\u30e2\u30c7\u30eb\u300cRubin\u300d\u306a\u3069\u306b\u642d\u8f09\u3055\u308c\u308b\u7b2c5\u4e16\u4ee3\u30fb\u7b2c6\u4e16\u4ee3HBM\uff08HBM3e \/ HBM4\uff09\u306e\u88fd\u9020\u96e3\u6613\u5ea6\u304c\u9ad8\u304f\u3001\u6b69\u7559\u307e\u308a\uff08\u826f\u54c1\u7387\uff09\u306e\u6539\u5584\u306b\u6642\u9593\u3092\u8981\u3059\u308b\u3053\u3068\u304b\u3089\u3001\u4f9d\u7136\u3068\u3057\u3066\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u4e0d\u8db3\u3068\u5f37\u6c17\u306e\u4fa1\u683c\u8a2d\u5b9a\uff08\u9ad8\u7c97\u5229\u7387\uff09\u304c\u7d99\u7d9a\u3057\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"11\">2. 2027\u5e74\u5f8c\u534a\u301c2028\u5e74\uff1a\u69cb\u9020\u7684\u4f9b\u7d66\u904e\u5270\u3068\u30de\u30cd\u30bf\u30a4\u30ba\u306e\u8a66\u7df4\uff08\u8ee2\u63db\u671f\uff09<\/h4>\n<p data-path-to-node=\"12\">\u3053\u3053\u304c\u6700\u5927\u306e\u5909\u8abf\u30ea\u30b9\u30af\uff08\u5c71\u5834\uff09<b data-path-to-node=\"12\" data-index-in-node=\"15\">\u3068\u306a\u308a\u307e\u3059\u3002 \u5f8c\u8ff0\u3059\u308b\u7c73\u56fd\u306eCHIPS\u6cd5\u3084EU\u534a\u5c0e\u4f53\u6cd5\u3001\u65e5\u672c\u306e\u7d4c\u6e08\u7523\u696d\u7701\u306b\u3088\u308b\u5de8\u984d\u88dc\u52a9\u91d1\u3092\u80cc\u666f\u306b\u30012023\u5e74\u301c2025\u5e74\u306b\u304b\u3051\u3066\u7740\u5de5\u3055\u308c\u305f\u4e16\u754c\u4e2d\u306e\u5de8\u5927\u534a\u5c0e\u4f53\u5de5\u5834\uff08Fab\uff09\u304c\u4e00\u6589\u306b\u672c\u683c\u7a3c\u50cd\uff08\u91cf\u7523\uff09\u3092\u8fce\u3048\u307e\u3059\u3002 \u305d\u308c\u3068\u540c\u6642\u306b\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u5de8\u5927IT\u4f01\u696d\uff09\u306b\u3088\u308b\u81a8\u5927\u306a\u8a2d\u5099\u6295\u8cc7\u306b\u5bfe\u3057\u3001<\/b>\u300c\u6295\u8cc7\u3057\u305f\u8cc7\u672c\u306b\u5bfe\u3059\u308b\u56de\u53ce\uff08ROI\uff09\u304c\u672c\u5f53\u306b\u898b\u5408\u3063\u3066\u3044\u308b\u306e\u304b\uff1f\u300d\u3068\u3044\u3046\u6295\u8cc7\u5bb6\u304b\u3089\u306e\u5727\u529b\u304c\u9650\u754c\u306b\u9054\u3057\u307e\u3059\u3002AI\u30b5\u30fc\u30d3\u30b9\u306e\u30de\u30cd\u30bf\u30a4\u30ba\u304c\u8ffd\u3044\u3064\u304b\u306a\u3044\u4f01\u696d\u304c\u6295\u8cc7\u306e\u624b\u3092\u7de9\u3081\u59cb\u3081\u305f\u77ac\u9593\u306b\u3001\u4e00\u6642\u7684\u306a\u904e\u5270\u5728\u5eab\u304c\u8868\u9762\u5316\u3057\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"13\">3. 2028\u5e74\u4ee5\u964d\uff1a\u4e00\u62ec\u30d0\u30d6\u30eb\u306e\u7d42\u7109\u3068\u300c\u771f\u306e\u52dd\u8005\u300d\u306e\u9078\u5225\uff08\u4e8c\u6975\u5316\u6642\u4ee3\uff09<\/h4>\n<p data-path-to-node=\"14\">\u300c\u534a\u5c0e\u4f53\u9298\u67c4\u306a\u3089\u4f55\u3067\u3082\u4e0a\u304c\u308b\u300d\u3068\u3044\u3046\u5168\u822c\u7684\u306a\u30d0\u30d6\u30eb\u306f\u5b8c\u5168\u306b\u7d42\u7109\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"14\">\u5b9f\u7528\u7684\u306a\u30de\u30cd\u30bf\u30a4\u30ba\u306b\u6210\u529f\u3057\u305fAI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u96fb\u529b\u52b9\u7387\uff08\u7701\u96fb\u529b\u5316\uff09\u306b\u5727\u5012\u7684\u306a\u5f37\u307f\u3092\u6301\u3064\u30c1\u30c3\u30d7\u3001\u305d\u3057\u3066\u4ee3\u66ff\u4e0d\u53ef\u80fd\u306a\u88fd\u9020\u88c5\u7f6e\u30fb\u6750\u6599\u3092\u6301\u3064\u4f01\u696d\u3060\u3051\u304c\u751f\u304d\u6b8b\u308a\u3001\u6c4e\u7528\u5316\uff08\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\uff09\u3057\u305f\u534a\u5c0e\u4f53\u3092\u4f5c\u308b\u4f01\u696d\u306f\u6fc0\u3057\u3044\u4fa1\u683c\u7834\u58ca\u306b\u98f2\u307f\u8fbc\u307e\u308c\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"16\">\u7b2c2\u7ae0\uff1a\u306a\u305c\u4eca\u300c\u30d0\u30d6\u30eb\u300d\u3068\u8a00\u308f\u308c\u308b\u306e\u304b\uff1f\uff08\u80cc\u666f\u3068\u904e\u71b1\u306e\u69cb\u9020\uff09<\/h2>\n<h3 data-path-to-node=\"17\">1. 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data-index-in-node=\"0\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u6295\u8cc7\u898f\u6a21<\/b>\uff1aMicrosoft\u3001Alphabet\uff08Google\uff09\u3001Amazon\uff08AWS\uff09\u3001Meta\u306e4\u793e\u3060\u3051\u3067\u3001\u5e74\u9593\u306e\u8a2d\u5099\u6295\u8cc7\u984d\uff08Capex\uff09\u306e\u5408\u8a08\u306f2000\u5104\u30c9\u30eb\uff08\u7d0430\u5146\u5186\u8d85\uff09\u3068\u3044\u3046\u5929\u6587\u5b66\u7684\u306a\u6570\u5024\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"19,1,0\"><b data-path-to-node=\"19,1,0\" data-index-in-node=\"0\">\u306a\u305c\u305d\u3053\u307e\u3067\u8cb7\u3046\u306e\u304b\uff1f<\/b>\uff1a\u751f\u6210AI\u306e\u57fa\u76e4\u30e2\u30c7\u30eb\uff08LLM\uff09\u306f\u300c\u30b9\u30b1\u30fc\u30eb\u6cd5\u5247\uff08\u8a08\u7b97\u91cf\u3068\u30c7\u30fc\u30bf\u91cf\u3092\u5897\u3084\u305b\u3070\u5897\u3084\u3059\u307b\u3069\u8ce2\u304f\u306a\u308b\uff09\u300d\u306b\u5f93\u3063\u3066\u767a\u5c55\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u4ed6\u793e\u3088\u308a\u512a\u79c0\u306a\u30e2\u30c7\u30eb\u3092\u4f5c\u308b\u305f\u3081\u306b\u306f\u3001\u6570\u5341\u4e07\u500b\u5358\u4f4d\u3067\u6700\u5148\u7aefGPU\u3092\u4e26\u3079\u305f\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5efa\u8a2d\u3059\u308b\u4ee5\u5916\u306b\u9053\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u8cb7\u3044\u8ca0\u3051\u308b\u3053\u3068\u306f\u300c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u8987\u6a29\u4e89\u3044\u304b\u3089\u306e\u8131\u843d\u300d\u3092\u610f\u5473\u3059\u308b\u305f\u3081\u3001\u4fa1\u683c\u4ea4\u6e09\u6a29\u3092\u534a\u5c0e\u4f53\u5074\u306b\u63e1\u3089\u308c\u3066\u3067\u3082\u8cb7\u3044\u7d9a\u3051\u305f\u306e\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"20\">2. \u300c\u4fa1\u683c\u304c10\u500d\u300d\u3068\u3044\u3046\u7570\u5e38\u306a\u9700\u7d66\u903c\u8feb\u3068\u5b9f\u4f8b<\/h3>\n<p data-path-to-node=\"21\">\u9700\u8981\u304c\u4f9b\u7d66\u3092\u5727\u5012\u7684\u306b\u4e0a\u56de\u3063\u305f\u7d50\u679c\u3001\u5e02\u5834\u3067\u306f\u7570\u5e38\u306a\u9ad8\u5024\u304c\u5b9a\u7740\u3057\u307e\u3057\u305f\u3002<\/p>\n<ul data-path-to-node=\"22\">\n<li>\n<p data-path-to-node=\"22,0,0\"><b data-path-to-node=\"22,0,0\" data-index-in-node=\"0\">NVIDIA H100 \/ B200\u306e\u4fa1\u683c\u7834\u58ca<\/b>\uff1a\u304b\u3064\u3066\u901a\u5e38\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528\u30b5\u30fc\u30d0\u30fc\u5411\u3051AI\u30dc\u30fc\u30c9\u306f1\u679a\u6570\u5341\u4e07\u5186\u301c100\u4e07\u5186\u7a0b\u5ea6\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001NVIDIA\u306e\u300cH100\u300d\u306f\u5b9f\u52e2\u4fa1\u683c\u30671\u679a\u3042\u305f\u308a<b data-path-to-node=\"22,0,0\" data-index-in-node=\"96\">300\u4e07\u301c500\u4e07\u5186<\/b>\uff08\u4e00\u6642\u671f\u306f\u5165\u624b\u96e3\u306b\u3088\u308a\u30aa\u30fc\u30af\u30b7\u30e7\u30f3\u5f62\u5f0f\u3067\u305d\u308c\u4ee5\u4e0a\uff09\u3001\u6b21\u4e16\u4ee3\u306e\u300cB200\u300d\u30b7\u30b9\u30c6\u30e0\u306b\u81f3\u3063\u3066\u306f\u4e00\u5f0f\u3067\u6570\u767e\u4e07\u5186\u301c\u6570\u5343\u4e07\u5186\u30af\u30e9\u30b9\u3068\u3001\u5229\u76ca\u7387\uff08\u7c97\u5229\u738770%\u8d85\uff09\u3068\u3044\u3046\u7570\u4f8b\u306e\u4fa1\u683c\u8a2d\u5b9a\u304c\u306a\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"22,1,0\"><b data-path-to-node=\"22,1,0\" data-index-in-node=\"0\">\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u306e\u6025\u9a30<\/b>\uff1aHBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u3092\u4f9b\u7d66\u3059\u308bSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3084\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u306e\u5148\u7aef\u30e1\u30e2\u30ea\u88fd\u54c1\u306f\u3001\u5e74\u5358\u4f4d\u306e\u9577\u671f\u5951\u7d04\uff08LTA\uff09\u3067\u4e8b\u524d\u306b\u67a0\u304c\u3059\u3079\u3066\u57cb\u307e\u308a\u3001\u63d0\u793a\u4fa1\u683c\u3092\u53d7\u3051\u5165\u308c\u306a\u3051\u308c\u3070\u4e00\u5207\u5165\u624b\u3067\u304d\u306a\u3044\u3068\u3044\u3046\u300c\u58f2\u308a\u624b\u5e02\u5834\u300d\u304c\u5f62\u6210\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"24\">\u7b2c3\u7ae0\uff1a\u57fa\u790e\u77e5\u8b58\u300c\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u300d\u306e\u4ed5\u7d44\u307f<\/h2>\n<p data-path-to-node=\"25\">\u534a\u5c0e\u4f53\u5e02\u5834\u3092\u7406\u89e3\u3059\u308b\u4e0a\u3067\u907f\u3051\u3066\u901a\u308c\u306a\u3044\u306e\u304c\u3001\u7d043\u301c4\u5e74\u5468\u671f\u3067\u597d\u6cc1\u3068\u4e0d\u6cc1\u3092\u7e70\u308a\u8fd4\u3059\u300c\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u300d\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1008 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1008 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1008\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1008\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1008\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1008 no-decoration-radius\">\u3010\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u8a73\u7d30\u69cb\u9020\u3011\r\n\r\n\u2460\u3010\u597d\u6cc1\u671f\uff1a\u9700\u8981\u66b4\u767a\u3011\r\n   AI\u30fb\u65b0\u30c7\u30d0\u30a4\u30b9\u767b\u5834 \u2500&gt; \u4f9b\u7d66\u4e0d\u8db3 \u2500&gt; \u30c1\u30c3\u30d7\u4fa1\u683c\u6025\u9a30 \u2500&gt; \u5404\u793e\u6700\u9ad8\u76ca\u66f4\u65b0\r\n   \u2502\r\n   \u25bc\r\n\u2461\u3010\u6295\u8cc7\u671f\uff1a\u5de8\u984d\u6295\u8cc7\u3011\r\n   \u300c\u58f2\u308c\u3070\u58f2\u308b\u307b\u3069\u5132\u304b\u308b\u300d \u2500&gt; \u4e16\u754c\u4e2d\u3067\u65b0\u5de5\u5834\uff08Fab\uff09\u7740\u5de5 \u2500&gt; \u88c5\u7f6e\u30fb\u6750\u6599\u306e\u53d7\u6ce8\u66b4\u5897\r\n   \u2502\r\n   \u25bc\r\n\u2462\u3010\u91cf\u7523\u671f\uff1a\u30bf\u30a4\u30e0\u30e9\u30b0\u767a\u751f\u3011\uff08\u203b1.5\u301c2\u5e74\u306e\u5efa\u8a2d\u30fb\u7acb\u3061\u4e0a\u3052\u671f\u9593\uff09\r\n   \u5de5\u5834\u5b8c\u6210\u30fb\u88c5\u7f6e\u642c\u5165 \u2500&gt; \u4e00\u6589\u306b\u91cf\u7523\u30b9\u30bf\u30fc\u30c8 \u2500&gt; \u5e02\u5834\u3078\u306e\u4f9b\u7d66\u91cf\u304c\u6025\u6fc0\u306b\u81a8\u5f35\r\n   \u2502\r\n   \u25bc\r\n\u2463\u3010\u4e0d\u6cc1\u671f\uff1a\u4f9b\u7d66\u904e\u5270\u3011\r\n   \u9700\u8981\u304c\u4e00\u5de1 \u2500&gt; \u9867\u5ba2\u304c\u5728\u5eab\u8abf\u6574\uff08\u767a\u6ce8\u30b9\u30c8\u30c3\u30d7\uff09 \u2500&gt; \u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u66b4\u843d \u2500&gt; \u8d64\u5b57\u8ee2\u843d\u30fb\u6e1b\u7523\r\n   \u2502\r\n   \u25bc\r\n\u2464\u3010\u8abf\u6574\u5b8c\u4e86\uff1a\u6b21\u56de\u30b5\u30a4\u30af\u30eb\u3078\u3011\r\n   \u5728\u5eab\u304c\u5e95\u3092\u3064\u304f \u2500&gt; \u65b0\u3057\u3044\u6280\u8853\u9769\u65b0\uff085G\u30016G\u3001AI\u7b49\uff09 \u2500&gt; \u518d\u3073\u2460\u3078\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"27\">\u306a\u305c\u300c\u30bf\u30a4\u30e0\u30e9\u30b0\u300d\u304c\u30b5\u30a4\u30af\u30eb\u3092\u751f\u3080\u306e\u304b\uff1f<\/h3>\n<p data-path-to-node=\"28\">\u534a\u5c0e\u4f53\u5de5\u5834\u306e\u5efa\u8a2d\u306f\u3001\u4e00\u822c\u7684\u306a\u30d3\u30eb\u3084\u98df\u54c1\u5de5\u5834\u3092\u4f5c\u308b\u306e\u3068\u306f\u8a33\u304c\u9055\u3044\u307e\u3059\u3002<\/p>\n<ol start=\"1\" data-path-to-node=\"29\">\n<li>\n<p data-path-to-node=\"29,0,0\"><b data-path-to-node=\"29,0,0\" data-index-in-node=\"0\">\u30af\u30ea\u30fc\u30f3\u30eb\u30fc\u30e0\u306e\u5efa\u8a2d<\/b>\uff1a\u7a7a\u6c17\u4e2d\u306e\u30db\u30b3\u30ea\u3092\u6975\u9650\u307e\u3067\u6392\u9664\u3057\u305f\uff08\u7a7a\u6c171\u7acb\u65b9\u30d5\u30fc\u30c8\u3042\u305f\u308a0.1\u30df\u30af\u30ed\u30f3\u4ee5\u4e0a\u306e\u7c92\u5b50\u304c\u6570\u500b\u4ee5\u4e0b\uff09\u5e83\u5927\u306a\u30af\u30ea\u30fc\u30f3\u30eb\u30fc\u30e0\u3092\u5efa\u8a2d\u3059\u308b\u306e\u306b\u7d041\u5e74\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,1,0\"><b data-path-to-node=\"29,1,0\" data-index-in-node=\"0\">\u8d85\u9ad8\u984d\u88fd\u9020\u88c5\u7f6e\u306e\u642c\u5165\u30fb\u8abf\u6574<\/b>\uff1a1\u53f0\u6570\u767e\u5104\u5186\u3059\u308b\u9732\u5149\u88c5\u7f6e\u306a\u3069\u3092\u6570\u767e\u53f0\u642c\u5165\u3057\u3001\u30df\u30ea\u30e1\u30fc\u30c8\u30eb\u5358\u4f4d\u30fb\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u5358\u4f4d\u306e\u7cbe\u5ea6\u3067\u8a2d\u7f6e\u30fb\u30ad\u30e3\u30ea\u30d6\u30ec\u30fc\u30b7\u30e7\u30f3\uff08\u6821\u6b63\uff09\u3059\u308b\u306e\u306b\u534a\u5e74\u301c1\u5e74\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,2,0\"><b data-path-to-node=\"29,2,0\" data-index-in-node=\"0\">\u6b69\u7559\u307e\u308a\uff08\u826f\u54c1\u7387\uff09\u306e\u6539\u5584<\/b>\uff1a\u88fd\u9020\u30e9\u30a4\u30f3\u306b\u30a6\u30a7\u30cf\u3092\u901a\u3057\u3001\u6b20\u9665\u304c\u51fa\u306a\u3044\u3088\u3046\u306b\u30d7\u30ed\u30bb\u30b9\u6761\u4ef6\u3092\u6700\u9069\u5316\u3059\u308b\u306e\u306b\u534a\u5e74\u3002<\/p>\n<\/li>\n<\/ol>\n<p data-path-to-node=\"30\">\u7d50\u679c\u3068\u3057\u3066\u3001\u300c\u5897\u7523\u3092\u6c7a\u65ad\u3057\u3066\u304b\u3089\u5b9f\u969b\u306b\u88fd\u54c1\u304c\u51fa\u8377\u3055\u308c\u308b\u307e\u3067\u6700\u77ed\u3067\u30822\u5e74\u300d\u304b\u304b\u308a\u307e\u3059\u3002\u300c\u8db3\u308a\u306a\u3044\uff01\u300d\u3068\u53eb\u3070\u308c\u3066\u3044\u308b\u6642\u306b\u7740\u5de5\u3057\u305f\u5de5\u5834\u304c\u5b8c\u6210\u3059\u308b\u9803\u306b\u306f\u3001\u9700\u8981\u306e\u6ce2\u304c\u901a\u308a\u904e\u304e\u3066\u304a\u308a\u3001\u4e00\u8ee2\u3057\u3066\u300c\u4f9b\u7d66\u904e\u5270\uff08\u30d0\u30b9\u30c8\uff09\u300d\u3092\u5f15\u304d\u8d77\u3053\u3059\u69cb\u9020\u304c\u6b74\u53f2\u7684\u306b\u7e70\u308a\u8fd4\u3055\u308c\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<div class=\"xcd-attention-6 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title-wrap\">\n<div class=\"xcd-title\"><span>\u3042\u306a\u305f\u306b\u672c\u5f53\u306b\u9069\u3057\u305f\u6295\u8cc7\u306f\u3069\u308c\uff1f<\/span><\/div>\n<\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u3067\u53ce\u5165\u3092\u5f97\u305f\u3044\u3001\u8cc7\u7523\u3092\u5897\u3084\u3057\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u30ea\u30b9\u30af\u306f\u3067\u304d\u308b\u3060\u3051\u6291\u3048\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u5148\u306e\u898b\u6975\u3081\u65b9\u3092\u77e5\u308a\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6210\u529f\u3057\u3066\u3044\u308b\u6295\u8cc7\u5bb6\u3068\u63a5\u70b9\u304c\u6b32\u3057\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u7269\u4fa1\u4e0a\u6607\u3078\u306e\u5bfe\u7b56\u306b\u306f\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u8003\u3048\u3066\u3044\u308b\u3000YES or NO<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?argument=XJhet6w1&amp;dmai=a64e31f9ee75a0\"><strong>\u2192\u3000YES\u304c\uff13\u3064\u4ee5\u4e0a\u3060\u3063\u305f\u65b9\u306f\u3001\u3053\u3061\u3089\u3092\u30af\u30ea\u30c3\u30af<\/strong><\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"32\">\u7b2c4\u7ae0\uff1a\u30d0\u30d6\u30eb\u7d42\u7109\uff08\u8ee2\u63db\u671f\uff09\u3092\u544a\u3052\u308b\u300c3\u3064\u306e\u58c1\u300d<\/h2>\n<p data-path-to-node=\"33\">2027\u5e74\u301c2028\u5e74\u306b\u8a2a\u308c\u308b\u3068\u4e88\u6e2c\u3055\u308c\u308b\u30d0\u30d6\u30eb\u306e\u8ee2\u63db\u671f\u306b\u306f\u3001\u5177\u4f53\u7684\u306b\u4ee5\u4e0b\u306e<b data-path-to-node=\"33\" data-index-in-node=\"38\">3\u3064\u306e\u69cb\u9020\u7684\u306a\u30ea\u30b9\u30af<\/b>\u304c\u540c\u6642\u306b\u62bc\u3057\u5bc4\u305b\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"34\">\u58c1\u2460\uff1a1\u301c2\u5e74\u5f8c\u306e\u300c\u65b0\u5de5\u5834\u7a3c\u50cd\u30e9\u30c3\u30b7\u30e5\u300d\u306b\u3088\u308b\u4f9b\u7d66\u904e\u5270<\/h3>\n<p data-path-to-node=\"35\">\u4e16\u754c\u5404\u56fd\u3067\u9032\u3081\u3089\u308c\u3066\u3044\u308b\u5de8\u984d\u652f\u63f4\u306b\u3088\u308b\u5de5\u5834\u5efa\u8a2d\u304c\u30012026\u5e74\u301c2028\u5e74\u306b\u4e00\u6589\u306b\u5b9f\u3092\u7d50\u3073\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"36\">\n<li>\n<p data-path-to-node=\"36,0,0\"><b data-path-to-node=\"36,0,0\" data-index-in-node=\"0\">TSMC<\/b>\uff1a\u30a2\u30ea\u30be\u30ca\u7b2c1\u30fb\u7b2c2\u5de5\u5834\u3001\u718a\u672c\u7b2c1\u30fb\u7b2c2\u5de5\u5834\u3001\u30c9\u30a4\u30c4\uff08\u30c9\u30ec\u30b9\u30c7\u30f3\uff09\u5de5\u5834\u306e\u672c\u683c\u91cf\u7523\u304c\u6b21\u3005\u3068\u30b9\u30bf\u30fc\u30c8\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"36,1,0\"><b data-path-to-node=\"36,1,0\" data-index-in-node=\"0\">Intel<\/b>\uff1a\u7c73\u56fd\u30aa\u30cf\u30a4\u30aa\u5dde\u3084\u30cb\u30e5\u30fc\u30e1\u30ad\u30b7\u30b3\u5dde\u3001\u6b27\u5dde\u3067\u306e\u65b0\u5de5\u5834\u30e9\u30a4\u30f3\u304c\u7acb\u3061\u4e0a\u304c\u308b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"36,2,0\"><b data-path-to-node=\"36,2,0\" data-index-in-node=\"0\">\u30b5\u30e0\u30b9\u30f3\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9<\/b>\uff1a\u97d3\u56fd\u30fb\u5e73\u6ca2\uff08\u30d4\u30e7\u30f3\u30c6\u30af\uff09\u3084\u9f8d\u4ec1\uff08\u30e8\u30f3\u30a4\u30f3\uff09\u306e\u30e1\u30ac\u30e1\u30ac\u30d5\u30a1\u30d6\u3067\u306eHBM\u30fbDRAM\u5897\u7523\u30e9\u30a4\u30f3\u304c\u30d5\u30eb\u7a3c\u50cd\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"36,3,0\"><b data-path-to-node=\"36,3,0\" data-index-in-node=\"0\">\u30e9\u30d4\u30c0\u30b9\uff08Rapidus\uff09<\/b>\uff1a\u5317\u6d77\u9053\u5343\u6b73\u5e02\u30672nm\u30c1\u30c3\u30d7\u306e\u672c\u683c\u91cf\u7523\u3092\u76ee\u6307\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"37\">\u3053\u308c\u3089\u304c\u4e00\u5ea6\u306b\u5e02\u5834\u306b\u30c1\u30c3\u30d7\u3092\u4f9b\u7d66\u3057\u59cb\u3081\u305f\u5834\u5408\u3001\u3044\u304f\u3089AI\u9700\u8981\u304c\u5f37\u304f\u3066\u3082\u300c\u7269\u7406\u7684\u306a\u4f9b\u7d66\u91cf\u304c\u9700\u8981\u306e\u6210\u9577\u66f2\u7dda\u3092\u4e0a\u56de\u308b\u300d\u77ac\u9593\u304c\u5fc5\u305a\u8a2a\u308c\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"38\">\u58c1\u2461\uff1aAI\u6295\u8cc7\u306e\u300c\u30de\u30cd\u30bf\u30a4\u30ba\uff08\u53ce\u76ca\u5316\uff09\u300d\u306e\u9650\u754c\uff08ROI\u306e\u58c1\uff09<\/h3>\n<p data-path-to-node=\"39\">\u6295\u8cc7\u5bb6\uff08\u30a6\u30a9\u30fc\u30eb\u8857\uff09\u304b\u3089\u306e\u8996\u7dda\u306f\u3001\u3059\u3067\u306b\u300c\u3069\u308c\u3060\u3051\u5148\u7aefGPU\u3092\u8cb7\u3063\u305f\u304b\u300d\u304b\u3089\u300c\u305d\u308c\u3067\u3044\u304f\u3089\u7a3c\u3044\u3060\u306e\u304b\u300d\u3078\u3068\u53b3\u3057\u304f\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"40\">\n<li>\n<p data-path-to-node=\"40,0,0\"><b data-path-to-node=\"40,0,0\" data-index-in-node=\"0\">\u5b9f\u4f8b\u30fb\u58f2\u4e0a\u3068\u6295\u8cc7\u306e\u30ae\u30e3\u30c3\u30d7<\/b>\uff1a\u4f8b\u3048\u3070\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u5e74\u9593\u6570\u767e\u5104\u30c9\u30eb\u3092AI\u30a4\u30f3\u30d5\u30e9\u306b\u6295\u3058\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u751f\u6210AI\u30b5\u30fc\u30d3\u30b9\uff08Microsoft Copilot\u3084ChatGPT Plus\u306a\u3069\uff09\u304b\u3089\u306e\u76f4\u63a5\u7684\u306a\u6708\u984d\u8ab2\u91d1\u53ce\u5165\u3084\u5e83\u544a\u53ce\u5165\u306e\u4f38\u3073\u304c\u9045\u308c\u308c\u3070\u3001\u300c\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u60aa\u5316\u300d\u3068\u3057\u3066\u682a\u4fa1\u304c\u6025\u843d\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"40,1,0\"><b data-path-to-node=\"40,1,0\" data-index-in-node=\"0\">\u6295\u8cc7\u6291\u5236\u306e\u9023\u9396<\/b>\uff1a\u5de8\u984d\u6295\u8cc7\u306e\u53ce\u76ca\u5316\u304c\u9045\u308c\u308b\u3068\u3001IT\u5927\u624b\u306eCFO\uff08\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff09\u306f\u6b21\u5e74\u5ea6\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u4e88\u7b97\u309230%\u301c50%\u524a\u6e1b\u3059\u308b\u5224\u65ad\u3092\u4e0b\u3057\u307e\u3059\u3002\u3053\u308c\u304c\u534a\u5c0e\u4f53\u696d\u754c\u5168\u4f53\u306e\u53d7\u6ce8\u30ad\u30e3\u30f3\u30bb\u30eb\u30fb\u5ef6\u671f\u3078\u3068\u76f4\u7d50\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"41\">\u58c1\u2462\uff1a\u96fb\u529b\u30fb\u7269\u7406\u7684\u30a4\u30f3\u30d5\u30e9\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/h3>\n<p data-path-to-node=\"42\">\u534a\u5c0e\u4f53\u305d\u306e\u3082\u306e\u306e\u751f\u7523\u80fd\u529b\u4ee5\u524d\u306b\u3001<b data-path-to-node=\"42\" data-index-in-node=\"16\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5efa\u3066\u308b\u5834\u6240\u3068\u96fb\u6c17\u304c\u306a\u3044<\/b>\u3068\u3044\u3046\u7269\u7406\u7684\u306a\u9650\u754c\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"43\">\n<li>\n<p data-path-to-node=\"43,0,0\"><b data-path-to-node=\"43,0,0\" data-index-in-node=\"0\">\u96fb\u529b\u6d88\u8cbb\u306e\u7206\u5897<\/b>\uff1a\u6700\u65b0\u306eAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\uff0810\u4e07\u500b\u898f\u6a21\u306eGPU\u7fa4\uff09\u306f\u3001\u4e00\u62e0\u70b9\u3060\u3051\u3067\u4e2d\u898f\u6a21\u90fd\u5e02\u3072\u3068\u3064\u5206\uff08\u6570\u4e07\u301c\u6570\u5341\u4e07\u30ad\u30ed\u30ef\u30c3\u30c8\uff09\u306b\u5339\u6575\u3059\u308b\u96fb\u529b\u3092\u6d88\u8cbb\u3057\u307e\u3059\u3002\u7c73\u56fd\u306e\u4e00\u90e8\u306e\u5dde\uff08\u30d0\u30fc\u30b8\u30cb\u30a2\u5dde\u3084\u30c6\u30ad\u30b5\u30b9\u5dde\uff09\u3067\u306f\u3001\u96fb\u529b\u4f1a\u793e\u304c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304b\u3089\u306e\u65b0\u898f\u9001\u96fb\u5951\u7d04\u3092\u62d2\u5426\u30fb\u4fdd\u7559\u3059\u308b\u4e8b\u614b\u304c\u767a\u751f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"43,1,0\"><b data-path-to-node=\"43,1,0\" data-index-in-node=\"0\">\u51b7\u5374\u6c34\u3068\u74b0\u5883\u5236\u9650<\/b>\uff1aGPU\u306e\u71b1\u3092\u51b7\u3084\u3059\u305f\u3081\u306e\u6c34\u51b7\u30b7\u30b9\u30c6\u30e0\u306e\u51b7\u5374\u6c34\u4e0d\u8db3\u3084\u3001\u539f\u5b50\u529b\u767a\u96fb\u6240\u30fb\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7db2\u306e\u5efa\u8a2d\u9045\u308c\u304c\u3001AI\u9700\u8981\u306e\u7269\u7406\u7684\u306a\u30b9\u30c8\u30c3\u30d1\u30fc\u306b\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"45\">\u7b2c5\u7ae0\uff1a\u306a\u305c\u4eca\u300c\u77e5\u8b58\u300d\u3092\u6301\u3064\u3053\u3068\u304c\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h2>\n<p data-path-to-node=\"46\">\u300c\u534a\u5c0e\u4f53\u306e\u77e5\u8b58\u300d\u306f\u3001\u5358\u306a\u308b\u30de\u30cb\u30a2\u30c3\u30af\u306a\u696d\u754c\u77e5\u8b58\u3067\u306f\u306a\u304f\u3001\u73fe\u4ee3\u306e\u7d4c\u6e08\u30cb\u30e5\u30fc\u30b9\u3084\u682a\u5f0f\u5e02\u5834\u3092\u89e3\u8aad\u3059\u308b\u305f\u3081\u306e\u5fc5\u9808\u306e\u30ea\u30c6\u30e9\u30b7\u30fc\uff08\u8a00\u8a9e\uff09\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"47\">1. \u30cb\u30e5\u30fc\u30b9\u306e\u300c\u30ce\u30a4\u30ba\u300d\u3068\u300c\u30b7\u30b0\u30ca\u30eb\u300d\u3092\u898b\u6975\u3081\u308b<\/h3>\n<p data-path-to-node=\"48\">\u77e5\u8b58\u304c\u306a\u3044\u3068\u3001\u30e1\u30c7\u30a3\u30a2\u306e\u6975\u7aef\u306a\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u306b\u611f\u60c5\u3092\u63fa\u3055\u3076\u3089\u308c\u3066\u8aa4\u3063\u305f\u884c\u52d5\u3092\u3068\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"49\">\n<li>\n<p data-path-to-node=\"49,0,0\"><b data-path-to-node=\"49,0,0\" data-index-in-node=\"0\">\u30ce\u30a4\u30ba\u306e\u4f8b<\/b>\uff1a\u300cTSMC\u304c\u6e1b\u76ca\u767a\u8868\uff01\u534a\u5c0e\u4f53\u7d42\u308f\u308a\u304b\uff01\uff1f\u300d<\/p>\n<ul data-path-to-node=\"49,0,1\">\n<li>\n<p data-path-to-node=\"49,0,1,0,0\"><b data-path-to-node=\"49,0,1,0,0\" data-index-in-node=\"0\">\u69cb\u9020\u7684\u306a\u8aad\u307f\u89e3\u304d<\/b>\uff1a\u300c\u4eca\u56de\u306e\u6e1b\u76ca\u306f\u30b9\u30de\u30db\u5411\u3051\u306e\u30ec\u30ac\u30b7\u30fc\uff08\u65e7\u4e16\u4ee3\uff09\u54c1\u306e\u4e00\u6642\u8abf\u6574\u304c\u539f\u56e0\u3002AI\u5411\u3051\u306e\u5148\u7aef3nm\/5nm\u30d7\u30ed\u30bb\u30b9\u306f\u30d5\u30eb\u7a3c\u50cd\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u5f71\u97ff\u306f\u8efd\u5fae\u3060\u3002\u3080\u3057\u308d\u682a\u4fa1\u306e\u4e0b\u843d\u306f\u7d76\u597d\u306e\u62fe\u3044\u5834\uff08\u8cb7\u3044\u5834\uff09\u304b\u3082\u3057\u308c\u306a\u3044\u300d<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"49,1,0\"><b data-path-to-node=\"49,1,0\" data-index-in-node=\"0\">\u30ce\u30a4\u30ba\u306e\u4f8b<\/b>\uff1a\u300c\u4e2d\u56fd\u304c\u534a\u5c0e\u4f53\u3092\u7206\u8cb7\u3044\uff01\u534a\u5c0e\u4f53\u682a\u306f\u5b89\u6cf0\uff01\u300d<\/p>\n<ul data-path-to-node=\"49,1,1\">\n<li>\n<p data-path-to-node=\"49,1,1,0,0\"><b data-path-to-node=\"49,1,1,0,0\" data-index-in-node=\"0\">\u69cb\u9020\u7684\u306a\u8aad\u307f\u89e3\u304d<\/b>\uff1a\u300c\u7c73\u56fd\u304b\u3089\u306e\u5236\u88c1\u5f37\u5316\u3092\u898b\u8d8a\u3057\u305f\u99c6\u3051\u8fbc\u307f\u5bfa\u7684\u306a\u300e\u30ec\u30ac\u30b7\u30fc\u88c5\u7f6e\u300f\u306e\u99c6\u3051\u8fbc\u307f\u9700\u8981\uff08\u524d\u5012\u3057\u767a\u6ce8\uff09\u306b\u904e\u304e\u306a\u3044\u3002\u6765\u671f\u306f\u305d\u306e\u53cd\u52d5\u6e1b\u3067\u53d7\u6ce8\u304c\u6fc0\u6e1b\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308b\u300d<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"50\">2. \u300c\u4e00\u62ec\u62ec\u308a\uff08\u5168\u8cb7\u3044\uff09\u300d\u306e\u7f60\u3092\u56de\u907f\u3059\u308b<\/h3>\n<p data-path-to-node=\"51\">\u300c\u534a\u5c0e\u4f53\u9298\u67c4\u3092\u8cb7\u3046\u300d\u3068\u8a00\u3063\u3066\u3082\u3001\u4f01\u696d\u306b\u3088\u3063\u3066\u7f6e\u304b\u308c\u3066\u3044\u308b\u74b0\u5883\u306f\u771f\u9006\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"52\">\n<li>\n<p data-path-to-node=\"52,0,0\"><b data-path-to-node=\"52,0,0\" data-index-in-node=\"0\">\u30e1\u30e2\u30ea\uff08DRAM\/NAND\uff09<\/b>\uff1a\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u6ce2\u304c\u6975\u3081\u3066\u6fc0\u3057\u304f\u3001\u4fa1\u683c\u66b4\u843d\u6642\u306b\u306f\u4e00\u6c17\u306b\u8d64\u5b57\u8ee2\u843d\u3059\u308b\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30cf\u30a4\u30ea\u30bf\u30fc\u30f3\u69cb\u9020\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"52,1,0\"><b data-path-to-node=\"52,1,0\" data-index-in-node=\"0\">\u30a2\u30ca\u30ed\u30b0\u534a\u5c0e\u4f53\u30fb\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\uff08\u8eca\u8f09\u30fb\u7523\u696d\u7528\uff09<\/b>\uff1aEV\u5e02\u5834\u306e\u6e1b\u901f\uff08\u30ad\u30e3\u30ba\u30e0\uff09\u3084\u4e2d\u56fd\u52e2\u306e\u53f0\u982d\u3067\u4f9b\u7d66\u904e\u5270\u306b\u6652\u3055\u308c\u3084\u3059\u3044\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"52,2,0\"><b data-path-to-node=\"52,2,0\" data-index-in-node=\"0\">\u88fd\u9020\u88c5\u7f6e\u30fb\u9ad8\u6a5f\u80fd\u6750\u6599<\/b>\uff1a\u72ec\u81ea\u306e\u7279\u8a31\u3068\u30ce\u30a6\u30cf\u30a6\u3067\u9ad8\u3044\u5229\u76ca\u7387\u3092\u8a87\u308a\u3001\u5e02\u5834\u5168\u4f53\u304c\u843d\u3061\u8fbc\u3093\u3067\u3082\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3067\u304d\u308b\u5b89\u5b9a\u69cb\u9020\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"53\">\u69cb\u9020\u3092\u4f53\u7cfb\u7684\u306b\u7406\u89e3\u3057\u3066\u3044\u308c\u3070\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u5206\u91ce\u3092\u907f\u3051\u3001\u4e0b\u843d\u671f\u3067\u3082\u8010\u3048\u3089\u308c\u308b\u5f37\u976d\u306a\u4f01\u696d\u3060\u3051\u3092\u9078\u5225\u3057\u3066\u6295\u8cc7\u30fb\u30d3\u30b8\u30cd\u30b9\u5c55\u958b\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"55\">\u7b2c6\u7ae0\uff1a\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5168\u8c8c\u3068\u65e5\u672c\u4f01\u696d\u306e\u5727\u5012\u7684\u5f37\u307f<\/h2>\n<p data-path-to-node=\"56\">\u534a\u5c0e\u4f53\u304c\u5b8c\u6210\u3059\u308b\u307e\u3067\u306e\u8907\u96d1\u306a\u5de5\u7a0b\u3068\u3001\u4e16\u754c\u306b\u304a\u3051\u308b\u5404\u56fd\u306e\u5f79\u5272\u5206\u62c5\uff08\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff09\u3092\u4f53\u7cfb\u7684\u306b\u628a\u63e1\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1009 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1009 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1009\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1009\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1009\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1009 no-decoration-radius\">\u3010\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u69cb\u9020\u3068\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc\u3011\r\n\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u2460\u3010\u8a2d\u8a08\uff08\u30d5\u30a1\u30d6\u30ec\u30b9\uff09\u3011\u203b\u5de5\u5834\u3092\u6301\u305f\u306a\u3044                     \u2502\r\n\u2502   NVIDIA, Apple, AMD, Qualcomm (\u7c73\u56fd\u304c\u5727\u5012\u7684\u5f37\u307f)            \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n                              \u2502 (\u8a2d\u8a08\u30c7\u30fc\u30bf\u3092\u9001\u4fe1)\r\n                              \u25bc\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u2461\u3010\u524d\u5de5\u7a0b\u88fd\u9020\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea \/ IDM\uff09\u3011\u203b\u30af\u30ea\u30fc\u30f3\u30eb\u30fc\u30e0\u3067\u306e\u88fd\u9020\u2502\r\n\u2502   TSMC(\u53f0\u6e7e), \u30b5\u30e0\u30b9\u30f3(\u97d3\u56fd), Intel(\u7c73\u56fd)                     \u2502\r\n\u2502 \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510  \u2502\r\n\u2502 \u2502\u2605\u3053\u3053\u3067\u65e5\u672c\u306e\u300c\u88c5\u7f6e\u300d\u3068\u300c\u6750\u6599\u300d\u304c\u306a\u3044\u30681\u79d2\u3082\u7a3c\u50cd\u3067\u304d\u306a\u3044\u2502 \u2502\r\n\u2502 \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518  \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n                              \u2502 (\u672a\u5b8c\u6210\u306e\u30a6\u30a7\u30cf\u51fa\u8377)\r\n                              \u25bc\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u2462\u3010\u5f8c\u5de5\u7a0b\uff08OSAT \/ \u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff09\u3011\u203b\u5207\u65ad\u30fb\u7a4d\u5c64\u30fb\u691c\u67fb  \u2502\r\n\u2502   \u65e5\u6708\u5149(ASE\/\u53f0\u6e7e), TSMC CoWoS\u30e9\u30a4\u30f3, JCET(\u4e2d\u56fd)             \u2502\r\n\u2502   \u2605\u3053\u3053\u3067\u3082\u65e5\u672c\u306e\u300c\u7a4d\u5c64\u7528\u63a5\u7740\u6750\u300d\u300c\u5207\u65ad\u88c5\u7f6e\u300d\u304c\u4e16\u754c\u3092\u72ec\u5360   \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"58\">\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5404\u5206\u91ce\u306e\u8a73\u7d30\u3068\u65e5\u672c\u306e\u4e16\u754c\u30b7\u30a7\u30a2<\/h3>\n<h4 data-path-to-node=\"59\">1. \u8a2d\u8a08\uff08\u30d5\u30a1\u30d6\u30ec\u30b9\uff09<\/h4>\n<ul data-path-to-node=\"60\">\n<li>\n<p data-path-to-node=\"60,0,0\"><b data-path-to-node=\"60,0,0\" data-index-in-node=\"0\">\u6982\u8981<\/b>\uff1a\u5de5\u5834\u3092\u4f5c\u3089\u305a\u3001\u56de\u8def\u8a2d\u8a08\u3068\u30bd\u30d5\u30c8\u30a6\u30a8\u30a2\u958b\u767a\u306b\u7279\u5316\u3059\u308b\u4f01\u696d\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"60,1,0\"><b data-path-to-node=\"60,1,0\" data-index-in-node=\"0\">\u4e3b\u8981\u4f01\u696d<\/b>\uff1aNVIDIA\uff08\u7c73\u56fd\uff09\u3001AMD\uff08\u7c73\u56fd\uff09\u3001Qualcomm\uff08\u7c73\u56fd\uff09\u3001Broadcom\uff08\u7c73\u56fd\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"60,2,0\"><b data-path-to-node=\"60,2,0\" data-index-in-node=\"0\">\u7279\u5fb4<\/b>\uff1a\u975e\u5e38\u306b\u9ad8\u3044\u5229\u76ca\u7387\uff08\u7c97\u5229\u738760%\u301c70%\uff09\u3092\u8a87\u308b\u304c\u3001\u6280\u8853\u5909\u5316\u306e\u30b9\u30d4\u30fc\u30c9\u304c\u901f\u304f\u7af6\u4e89\u304c\u71be\u70c8\u3002\u65e5\u672c\u4f01\u696d\u306e\u30b7\u30a7\u30a2\u306f\u6975\u3081\u3066\u4f4e\u3044\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"61\">2. \u524d\u5de5\u7a0b\u88fd\u9020\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea \/ \u53d7\u8a17\u88fd\u9020\uff09<\/h4>\n<ul data-path-to-node=\"62\">\n<li>\n<p data-path-to-node=\"62,0,0\"><b data-path-to-node=\"62,0,0\" data-index-in-node=\"0\">\u6982\u8981<\/b>\uff1a\u30d5\u30a1\u30d6\u30ec\u30b9\u304b\u3089\u9001\u3089\u308c\u3066\u304d\u305f\u56de\u8def\u30c7\u30fc\u30bf\u3092\u5143\u306b\u3001\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u4e0a\u306b\u96fb\u5b50\u56de\u8def\u3092\u713c\u304d\u4ed8\u3051\u308b\u53d7\u8a17\u88fd\u9020\u4f01\u696d\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"62,1,0\"><b data-path-to-node=\"62,1,0\" data-index-in-node=\"0\">\u4e3b\u8981\u4f01\u696d<\/b>\uff1aTSMC\uff08\u53f0\u6e7e\u30fb\u4e16\u754c\u30b7\u30a7\u30a260%\u8d85\uff09\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\uff08\u97d3\u56fd\uff09\u3001UMC\uff08\u53f0\u6e7e\uff09\u3001GlobalFoundries\uff08\u7c73\u56fd\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"62,2,0\"><b data-path-to-node=\"62,2,0\" data-index-in-node=\"0\">\u7279\u5fb4<\/b>\uff1a1\u3064\u306e\u6700\u5148\u7aef\u5de5\u5834\u3092\u4f5c\u308b\u306e\u306b2\u5146\u301c3\u5146\u5186\u898f\u6a21\u306e\u5de8\u984d\u8a2d\u5099\u6295\u8cc7\u304c\u5fc5\u8981\u306a\u300c\u8cc7\u672c\u306e\u6bb4\u308a\u5408\u3044\u300d\u306e\u4e16\u754c\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"63\">3. \u88fd\u9020\u88c5\u7f6e\uff08\u203b\u65e5\u672c\u306e\u5727\u5012\u7684\u5f37\u307f\u9818\u57df\uff1a\u4e16\u754c\u30b7\u30a7\u30a2\u7d0430%\u301c40%\uff09<\/h4>\n<p data-path-to-node=\"64\">\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u306b\u306f\u3001\u6570\u767e\u306b\u53ca\u3076\u5de5\u7a0b\uff08\u6d17\u6d44\u3001\u819c\u5f62\u6210\u3001\u9732\u5149\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3001\u691c\u67fb\u306a\u3069\uff09\u304c\u5b58\u5728\u3057\u3001\u305d\u308c\u305e\u308c\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u4f01\u696d\u304c\u5206\u696d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"65\">\n<li>\n<p data-path-to-node=\"65,0,0\"><b data-path-to-node=\"65,0,0\" data-index-in-node=\"0\">\u5857\u5e03\u30fb\u73fe\u8c61\u88c5\u7f6e\uff08\u30b3\u30fc\u30bf\u30fb\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\uff09<\/b>\uff1a\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff08TEL\uff09\u304c\u4e16\u754c\u30b7\u30a7\u30a290%\u4ee5\u4e0a\u3092\u72ec\u5360\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"65,1,0\"><b data-path-to-node=\"65,1,0\" data-index-in-node=\"0\">\u5207\u65ad\uff08\u30c7\u30a3\u30b5\u30fc\uff09\u30fb\u7814\u78e8\uff08\u30b0\u30e9\u30a4\u30f3\u30c0\u30fc\uff09<\/b>\uff1a\u30c7\u30a3\u30b9\u30b3\uff08DISCO\uff09\u304c\u4e16\u754c\u30b7\u30a7\u30a270%\u301c80%\u3092\u72ec\u5360\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"65,2,0\"><b data-path-to-node=\"65,2,0\" data-index-in-node=\"0\">\u534a\u5c0e\u4f53\u691c\u67fb\u88c5\u7f6e\uff08\u30c6\u30b9\u30bf\u30fc\uff09<\/b>\uff1a<b data-path-to-node=\"65,2,0\" data-index-in-node=\"14\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/b>\u304c\u30e1\u30e2\u30ea\u7528\u30c6\u30b9\u30bf\u30fc\u7b49\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u30c8\u30c3\u30d7\u3092\u30b5\u30e0\u30b9\u30f3\u3084NVIDIA\u5411\u3051\u306b\u4fdd\u6301\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"65,3,0\"><b data-path-to-node=\"65,3,0\" data-index-in-node=\"0\">\u6d17\u6d44\u88c5\u7f6e<\/b>\uff1a<b data-path-to-node=\"65,3,0\" data-index-in-node=\"5\">SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/b>\u304c\u679a\u8449\u5f0f\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"65,4,0\"><b data-path-to-node=\"65,4,0\" data-index-in-node=\"0\">\u9732\u5149\u88c5\u7f6e<\/b>\uff1a\u6700\u5148\u7aefEUV\u9732\u5149\u88c5\u7f6e\u306f\u30aa\u30e9\u30f3\u30c0\u306e<b data-path-to-node=\"65,4,0\" data-index-in-node=\"21\">ASML<\/b>\u304c\u72ec\u5360\uff081\u53f0\u7d04300\u5104\u301c500\u5104\u5186\uff09\u3059\u308b\u304c\u3001 ArF\u9732\u5149\u3084ArFi\u306a\u3069\u306e\u6db2\u6d78\u9732\u5149\u3067\u306f\u65e5\u672c\u306e<b data-path-to-node=\"65,4,0\" data-index-in-node=\"70\">\u30cb\u30b3\u30f3<\/b>\u3084<b data-path-to-node=\"65,4,0\" data-index-in-node=\"74\">\u30ad\u30e4\u30ce\u30f3<\/b>\u304c\u5065\u5728\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"66\">4. \u534a\u5c0e\u4f53\u6750\u6599\uff08\u203b\u65e5\u672c\u306e\u7d76\u5bfe\u7684\u72ec\u5360\u9818\u57df\uff1a\u4e16\u754c\u30b7\u30a7\u30a2\u7d0450%\u301c80%\uff09<\/h4>\n<p data-path-to-node=\"67\">\u300c\u5316\u5b66\u6280\u8853\u306e\u64e6\u308a\u5408\u308f\u305b\uff08\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u5316\uff09\u300d\u304c\u5fc5\u8981\u306a\u6750\u6599\u5206\u91ce\u306f\u3001\u65e5\u672c\u4f01\u696d\u306e\u72ec\u58c7\u5834\u3067\u3059\u3002\u4e2d\u56fd\u3084\u97d3\u56fd\u304c\u56fd\u7b56\u3067\u4ee3\u66ff\u3092\u4f5c\u308d\u3046\u3068\u3057\u3066\u3082\u3001\u54c1\u8cea\u30fb\u8d85\u9ad8\u7d14\u5ea6\u306e\u58c1\u3092\u8d8a\u3048\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n<ul data-path-to-node=\"68\">\n<li>\n<p data-path-to-node=\"68,0,0\"><b data-path-to-node=\"68,0,0\" data-index-in-node=\"0\">\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf<\/b>\uff1a<b data-path-to-node=\"68,0,0\" data-index-in-node=\"8\">\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d<\/b>\uff08\u4e16\u754c1\u4f4d\uff09\u3068<b data-path-to-node=\"68,0,0\" data-index-in-node=\"21\">SUMCO<\/b>\uff08\u4e16\u754c2\u4f4d\uff09\u306e\u65e5\u672c\u52e22\u793e\u3060\u3051\u3067<b data-path-to-node=\"68,0,0\" data-index-in-node=\"41\">\u4e16\u754c\u30b7\u30a7\u30a2\u306e\u904e\u534a\u6570<\/b>\u3092\u63e1\u308b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"68,1,0\"><b data-path-to-node=\"68,1,0\" data-index-in-node=\"0\">\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\uff08\u611f\u5149\u6750\uff09<\/b>\uff1a<b data-path-to-node=\"68,1,0\" data-index-in-node=\"13\">JSR<\/b>\u3001<b data-path-to-node=\"68,1,0\" data-index-in-node=\"17\">\u6771\u4eac\u5fdc\u5316\u5de5\u696d<\/b>\u3001<b data-path-to-node=\"68,1,0\" data-index-in-node=\"24\">\u4fe1\u8d8a\u5316\u5b66<\/b>\u3001<b data-path-to-node=\"68,1,0\" data-index-in-node=\"29\">\u5bcc\u58eb\u30d5\u30a4\u30eb\u30e0<\/b>\u306a\u3069\u306e\u65e5\u672c\u52e2\u304c<b data-path-to-node=\"68,1,0\" data-index-in-node=\"42\">\u4e16\u754c\u30b7\u30a7\u30a280%\u8d85<\/b>\u3002\u7279\u306bEUV\u7528\u306e\u6700\u5148\u7aef\u30ec\u30b8\u30b9\u30c8\u306f\u65e5\u672c\u4f01\u696d\u4ee5\u5916\u304b\u3089\u8cb7\u3046\u3053\u3068\u304c\u4e0d\u53ef\u80fd\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"68,2,0\"><b data-path-to-node=\"68,2,0\" data-index-in-node=\"0\">\u9ad8\u7d14\u5ea6\u30d5\u30c3\u5316\u6c34\u7d20\uff08\u6d17\u6d44\u30fb\u30a8\u30c3\u30c1\u30f3\u30b0\u7528\uff09<\/b>\uff1a<b data-path-to-node=\"68,2,0\" data-index-in-node=\"20\">\u30b9\u30c6\u30e9\u30b1\u30df\u30d5\u30a1<\/b>\u3001<b data-path-to-node=\"68,2,0\" data-index-in-node=\"28\">\u68ee\u7530\u5316\u5b66\u5de5\u696d<\/b>\u306a\u3069\u3002\u7d14\u5ea6\u300c99.999999999%\uff0811\u30ca\u30a4\u30f3\uff09\u300d\u3068\u3044\u3046\u9650\u754c\u7a81\u7834\u306e\u54c1\u8cea\u3092\u5b9f\u73fe\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"68,3,0\"><b data-path-to-node=\"68,3,0\" data-index-in-node=\"0\">\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7528\u5c64\u9593\u7d76\u7e01\u6750\u6599<\/b>\uff1a\u5473\u306e\u7d20\u30d5\u30a1\u30a4\u30f3\u30c6\u30af\u30ce\uff08\u5473\u306e\u7d20\u30b0\u30eb\u30fc\u30d7\uff09\u304c\u88fd\u9020\u3059\u308b\u300cABF\uff08\u5473\u306e\u7d20\u30d3\u30eb\u30c9\u30a2\u30c3\u30d7\u30d5\u30a3\u30eb\u30e0\uff09\u300d\u306f\u3001\u4e16\u754c\u4e2d\u306e\u4e3b\u8981CPU\/GPU\u306e\u307b\u307c100%\u306b\u63a1\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"70\">\u7b2c7\u7ae0\uff1a\u30d0\u30d6\u30eb\u7d42\u7109\u304c\u300c\u65e5\u672c\u306e\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u300d\u306b\u4e0e\u3048\u308b\u5177\u4f53\u5f71\u97ff<\/h2>\n<p data-path-to-node=\"71\">\u30d0\u30d6\u30eb\u7d42\u7109\uff08\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u8abf\u6574\u671f\uff09\u304c\u8a2a\u308c\u305f\u969b\u3001\u65e5\u672c\u306e\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3068\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u304c\u51fa\u308b\u306e\u304b\u3001\u53ce\u76ca\u69cb\u9020\u3068\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u9055\u3044\u304b\u3089\u6df1\u6398\u308a\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1010 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1010 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1010\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1010\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1010\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1010 no-decoration-radius\">\u3010\u666f\u6c17\u5f8c\u9000\u671f\u306b\u304a\u3051\u308b\u300c\u88c5\u7f6e\u300d\u3068\u300c\u6750\u6599\u300d\u306e\u696d\u7e3e\u63a8\u79fb\u30a4\u30e1\u30fc\u30b8\u3011\r\n\r\n\u58f2\u4e0a\u9ad8 \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\r\n       \uff3c        \uff0f \u88c5\u7f6e\uff1a\u5c71\u304c\u5f37\u304f\u3001\u8c37\u3082\u6df1\u3044 (\u8a2d\u5099\u6295\u8cc7\u9023\u52d5)\r\n         \uff3c    \uff0f   \r\n\u2500\u2500\u2500\u2500\u2500\uff3c\u2500\uff0f\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\r\n<code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1009 no-decoration-radius\">\u2500\u2500\u2500\u2500<\/code> \uff3c \uff0f \u6750\u6599\uff1a\u6ce2\u304c\u5c0f\u3055\u304f\u3001\u5e95\u304c\u6d45\u3044 (\u5de5\u5834\u7a3c\u50cd\u7387\u9023\u52d5) \u2500\u2500 \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500 (\u597d\u6cc1\u671f) -&gt; (\u30d0\u30d6\u30eb\u7d42\u7109\u30fb\u8abf\u6574\u671f) -&gt; (\u6b21\u30b5\u30a4\u30af\u30eb) <\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"73\">1. \u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u5f71\u97ff\uff08\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30cf\u30a4\u30ea\u30bf\u30fc\u30f3\u69cb\u9020\uff09<\/h3>\n<p data-path-to-node=\"74\">\u88fd\u9020\u88c5\u7f6e\u306f\u300c\u5de5\u5834\u306e\u5efa\u8a2d\u30fb\u5897\u8a2d\uff08Capex\uff09\u300d\u306b\u4f34\u3063\u3066\u4e00\u62ec\u8cfc\u5165\u3055\u308c\u308b\u300c\u30d5\u30ed\u30fc\u578b\u30d3\u30b8\u30cd\u30b9\u300d\u3067\u3059\u3002<\/p>\n<h4 data-path-to-node=\"75\">\u5177\u4f53\u7684\u5f71\u97ff\u30b7\u30ca\u30ea\u30aa<\/h4>\n<ol start=\"1\" data-path-to-node=\"76\">\n<li>\n<p data-path-to-node=\"76,0,0\"><b data-path-to-node=\"76,0,0\" data-index-in-node=\"0\">\u53d7\u6ce8\u306e\u5d16\uff08\u30af\u30eb\u30d5\uff09<\/b>\uff1aTSMC\u3084Intel\u304c\u300c2027\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u984d\uff08Capex\uff09\u309220%\u524a\u6e1b\u3059\u308b\u300d\u3068\u767a\u8868\u3057\u305f\u77ac\u9593\u3001\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u65b0\u898f\u6ce8\u6587\u306f30%\u301c50%\u6025\u6e1b\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"76,1,0\"><b data-path-to-node=\"76,1,0\" data-index-in-node=\"0\">\u58f2\u4e0a\u30fb\u55b6\u696d\u5229\u76ca\u306e\u6025\u6e1b<\/b>\uff1a\u56fa\u5b9a\u8cbb\uff08\u4eba\u4ef6\u8cbb\u3084R&amp;D\u8cbb\uff09\u304c\u9ad8\u3044\u305f\u3081\u3001\u58f2\u4e0a\u304c\u843d\u3061\u308b\u3068\u55b6\u696d\u5229\u76ca\u7387\u304c30%\u304b\u308910%\u53f0\u3078\u3068\u6025\u964d\u4e0b\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"76,2,0\"><b data-path-to-node=\"76,2,0\" data-index-in-node=\"0\">\u682a\u4fa1\u306e\u5148\u884c\u4e0b\u843d<\/b>\uff1a\u682a\u4fa1\u306f\u5b9f\u969b\u306e\u696d\u7e3e\u304c\u60aa\u5316\u3059\u308b\u534a\u5e74\u301c1\u5e74\u524d\u306b\u3001\u53d7\u6ce8\u6e1b\u306e\u5146\u5019\u3092\u5bdf\u77e5\u3057\u306630%\u301c50%\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u73cd\u3057\u304f\u3042\u308a\u307e\u305b\u3093\uff08\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u975e\u5e38\u306b\u5927\u304d\u3044\uff09\u3002<\/p>\n<\/li>\n<\/ol>\n<h4 data-path-to-node=\"77\">\u751f\u304d\u6b8b\u308a\u30fb\u8010\u6027\u306e\u8981\u56e0<\/h4>\n<ul data-path-to-node=\"78\">\n<li>\n<p data-path-to-node=\"78,0,0\"><b data-path-to-node=\"78,0,0\" data-index-in-node=\"0\">\u4fdd\u5b88\u30fb\u30b5\u30fc\u30d3\u30b9\u53ce\u5165\uff08\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\uff09<\/b>\uff1a\u904e\u53bb\u306b\u4e16\u754c\u4e2d\u306b\u7d0d\u5165\u3057\u305f\u4f55\u5343\u53f0\u3068\u3044\u3046\u88c5\u7f6e\u306e\u300c\u30d1\u30fc\u30c4\u4ea4\u63db\u30fb\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u66f4\u65b0\u300d\u306e\u58f2\u4e0a\uff08\u30b9\u30c8\u30c3\u30af\u53ce\u5165\uff09\u304c\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u5b8c\u5168\u306b\u8d64\u5b57\u8ee2\u843d\u3059\u308b\u3053\u3068\u306f\u9632\u3052\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"79\">2. \u534a\u5c0e\u4f53\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u5f71\u97ff\uff08\u30ed\u30fc\u30ea\u30b9\u30af\u30fb\u30df\u30c9\u30eb\u30ea\u30bf\u30fc\u30f3\u69cb\u9020\uff09<\/h3>\n<p data-path-to-node=\"80\">\u6750\u6599\u306f\u30c1\u30c3\u30d7\u30921\u679a\u4f5c\u308b\u3054\u3068\u306b\u6d88\u8cbb\u3055\u308c\u308b\u300c\u6d88\u8017\u54c1\u30fb\u30b9\u30c8\u30c3\u30af\u578b\u30d3\u30b8\u30cd\u30b9\u300d\u3067\u3059\u3002<\/p>\n<h4 data-path-to-node=\"81\">\u5177\u4f53\u7684\u5f71\u97ff\u30b7\u30ca\u30ea\u30aa<\/h4>\n<ol start=\"1\" data-path-to-node=\"82\">\n<li>\n<p data-path-to-node=\"82,0,0\"><b data-path-to-node=\"82,0,0\" data-index-in-node=\"0\">\u7a3c\u50cd\u7387\u4f4e\u4e0b\u306b\u3088\u308b\u7de9\u3084\u304b\u306a\u6e1b\u53ce<\/b>\uff1a\u534a\u5c0e\u4f53\u5de5\u5834\u304c\u6e1b\u7523\uff08\u7a3c\u50cd\u738780%\u219260%\u306a\u3069\uff09\u306b\u5165\u308b\u3068\u3001\u30a6\u30a7\u30cf\u3084\u30ec\u30b8\u30b9\u30c8\u306e\u6ce8\u6587\u91cf\u3082\u6e1b\u5c11\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"82,1,0\"><b data-path-to-node=\"82,1,0\" data-index-in-node=\"0\">\u5229\u76ca\u7387\u306e\u7dad\u6301<\/b>\uff1a\u88c5\u7f6e\u306e\u3088\u3046\u306b\u300c\u53d7\u6ce8\u304c\u30bc\u30ed\u306b\u306a\u308b\u300d\u3053\u3068\u306f\u306a\u304f\u3001\u4e16\u754c\u4e2d\u3067PC\u3084\u30b9\u30de\u30db\u3001\u8eca\u304c\u52d5\u3044\u3066\u3044\u308b\u9650\u308a\u30c1\u30c3\u30d7\u306f\u751f\u7523\u3055\u308c\u7d9a\u3051\u308b\u305f\u3081\u3001\u58f2\u4e0a\u9ad8\u306e\u6e1b\u5c11\u5e45\u306f\u30de\u30a4\u30eb\u30c9\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"82,2,0\"><b data-path-to-node=\"82,2,0\" data-index-in-node=\"0\">\u9867\u5ba2\u306e\u4e57\u308a\u63db\u3048\u304c\u539f\u7406\u7684\u306b\u4e0d\u53ef\u80fd<\/b>\uff1a\u5de5\u5834\u304c\u82e6\u3057\u3044\u304b\u3089\u3068\u8a00\u3063\u3066\u3001\u5b89\u3044\u5225\u306e\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u306b\u5207\u308a\u66ff\u3048\u308b\uff08\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u3059\u308b\uff09\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u6750\u6599\u3092\u5c11\u3057\u5909\u3048\u308b\u3060\u3051\u3067\u534a\u5c0e\u4f53\u306e\u6b69\u7559\u307e\u308a\u304c\u5d29\u58ca\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308b\u305f\u3081\u3067\u3059\u3002\u7d50\u679c\u3068\u3057\u3066\u3001<b data-path-to-node=\"82,2,0\" data-index-in-node=\"105\">\u4e0d\u6cc1\u671f\u3067\u3082\u5f37\u6c17\u306a\u4fa1\u683c\u4ea4\u6e09\u6a29\u3092\u7dad\u6301<\/b>\u3067\u304d\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ol>\n<div class=\"xcd-attention-1 xcd-col2 xcd-ripple\">\n<div class=\"xcd-title\"><strong>\u8cc7\u7523\u904b\u7528\u3067\u5931\u6557\u3057\u305f\u304f\u306a\u3044\u65b9\u3078<\/strong><\/div>\n<div class=\"xcd-content\"><strong>\u79c1\u305f\u3061GFS\u3067\u306f\u3001\u5b66\u6821\u3067\u306f\u6559\u3048\u3066\u3082\u3089\u3048\u306a\u304b\u3063\u305f\u304a\u91d1\u306e\u3053\u3068\u304c\u308f\u304b\u308b\u7121\u6599\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3054\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><br \/>\n<strong><span style=\"color: #0066c0;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=om&amp;utm_medium=om&amp;utm_content=14519\" style=\"color: #0066c0;\">\u226b \u7121\u6599\u8b1b\u5ea7\uff1a\u304a\u91d1\u306e\u30d7\u30ed\u304c\u6559\u3048\u308b\u300c\u521d\u5fc3\u8005\u304c\u6bce\u6708\u53ce\u5165\u3092\u5f97\u308b\u6295\u8cc7\u306e\u59cb\u3081\u65b9\u300d<\/a><\/span><\/strong><\/div>\n<\/div>\n<h2 data-path-to-node=\"84\">\u7b2c8\u7ae0\uff1a\u6700\u5148\u7aef\u6280\u8853\u300cGPU\u30fbHBM\u30fb\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u300d\u306e\u4ed5\u7d44\u307f<\/h2>\n<p data-path-to-node=\"85\">AI\u6642\u4ee3\u3092\u652f\u914d\u3059\u308b3\u3064\u306e\u6700\u5148\u7aef\u6280\u8853\u3092\u3001\u5c02\u9580\u7528\u8a9e\u3092\u4e00\u5207\u4f7f\u308f\u305a\u306b\u69cb\u9020\u304b\u3089\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1011 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1011 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1011\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1011\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1011\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1011 no-decoration-radius\">\u3010\u5f93\u6765\u306e\u6c4e\u7528\u534a\u5c0e\u4f53 vs \u5148\u7aefAI\u534a\u5c0e\u4f53\uff082.5D\u30d1\u30c3\u30b1\u30fc\u30b8\uff09\u306e\u6bd4\u8f03\u3011\r\n\r\n\u3010\u5f93\u6765\u306e\u69cb\u9020\u3011\r\n[  CPU \/ GPU  ] \u2500\u2500\u2500(\u57fa\u677f\u4e0a\u306e\u9285\u914d\u7dda\uff1a\u9045\u3044\u30fb\u72ed\u3044)\u2500\u2500\u2500 [ DDR\u30e1\u30e2\u30ea ]\r\n\r\n\u3010\u5148\u7aefAI\u534a\u5c0e\u4f53\u306e\u69cb\u9020 (CoWoS\u306a\u3069)\u3011\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502               \u30101\u3064\u306e\u534a\u5c0e\u4f53\u88fd\u54c1\u30d1\u30c3\u30b1\u30fc\u30b8\u3011          \u2502\r\n\u2502                                                      \u2502\r\n\u2502 \u250c\u2500\u2500\u2500\u2500\u2510      \u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u30d3\u30a2 (TSV)             \u2502\r\n\u2502 \u2502   GPU  \u2502 \u250c\u2500\u2500\u2500\u2500\u2500\u2510 \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510.      \u2502\r\n\u2502 \u2502 (\u8a08\u7b97) \u2502 \u2502 HBM (8\u5c64)\u2502 \u2502   HBM (8\u5c64). \u2502 (\u7a4d\u5c64)\u2502\r\n\u2502 \u2514\u2500\u252c\u2500\u2500\u2518 \u2514\u2500\u2500\u252c\u2500\u2500\u2518 \u2514\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2518       \u2502\r\n\u2502=====\u2567==============\u2567==============\u2567======           \u2502\r\n\u2502   \u3010\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6 (\u8d85\u9ad8\u5bc6\u5ea6\u30fb\u6975\u5c0f\u914d\u7dda\u6a4b)\u3011  \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"87\">\u2460 GPU\uff08Graphics Processing Unit \/ \u5927\u91cf\u306e\u4e26\u5217\u4f5c\u696d\u54e1\uff09<\/h3>\n<ul data-path-to-node=\"88\">\n<li>\n<p data-path-to-node=\"88,0,0\"><b data-path-to-node=\"88,0,0\" data-index-in-node=\"0\">CPU\u3068\u306e\u9055\u3044<\/b>\uff1a<\/p>\n<ul data-path-to-node=\"88,0,1\">\n<li>\n<p data-path-to-node=\"88,0,1,0,0\"><b data-path-to-node=\"88,0,1,0,0\" data-index-in-node=\"0\">CPU\uff08\u4e2d\u592e\u6f14\u7b97\u51e6\u7406\u88c5\u7f6e\uff09<\/b>\uff1a\u3044\u308f\u3070\u300c\u5929\u624d\u6570\u5b66\u8005\u300d\u3002\u96e3\u3057\u3044\u30ed\u30b8\u30c3\u30af\u30921\u672c\u9053\u3067\u9806\u756a\u306b\u9ad8\u901f\u51e6\u7406\u3059\u308b\u306e\u304c\u5f97\u610f\uff08\u76f4\u5217\u51e6\u7406\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"88,0,1,1,0\"><b data-path-to-node=\"88,0,1,1,0\" data-index-in-node=\"0\">GPU\uff08\u753b\u50cf\u51e6\u7406\u534a\u5c0e\u4f53\uff09<\/b>\uff1a\u3044\u308f\u3070\u300c10,000\u4eba\u306e\u5c0f\u5b66\u751f\u300d\u3002\u7c21\u5358\u306a\u8db3\u3057\u7b97\u3084\u639b\u3051\u7b97\u3092\u300110,000\u4eba\u5168\u54e1\u3067\u540c\u6642\u306b\u4e00\u6589\u306b\u8a08\u7b97\u3059\u308b\u306e\u304c\u5f97\u610f\uff08\u4e26\u5217\u51e6\u7406\uff09\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"88,1,0\"><b data-path-to-node=\"88,1,0\" data-index-in-node=\"0\">\u306a\u305cAI\u306b\u5fc5\u8981\u306a\u306e\u304b\uff1f<\/b>\uff1aAI\u306e\u30c7\u30a3\u30fc\u30d7\u30e9\u30fc\u30cb\u30f3\u30b0\uff08\u6df1\u5c64\u5b66\u7fd2\uff09\u3067\u884c\u308f\u308c\u3066\u3044\u308b\u306e\u306f\u3001\u5de8\u5927\u306a\u884c\u5217\u6f14\u7b97\uff08\u91cd\u307f\u4ed8\u3051\u306e\u8a08\u7b97\uff09\u3067\u3059\u3002\u96e3\u89e3\u306a\u30ed\u30b8\u30c3\u30af\u3067\u306f\u306a\u304f\u300c\u9014\u65b9\u3082\u306a\u3044\u6570\u306e\u5358\u7d14\u306a\u8a08\u7b97\u300d\u3092\u540c\u6642\u306b\u884c\u3046\u305f\u3081\u3001GPU\u304c\u5fc5\u9808\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"89\">\u2461 HBM\uff08High Bandwidth Memory \/ \u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09<\/h3>\n<ul data-path-to-node=\"90\">\n<li>\n<p data-path-to-node=\"90,0,0\"><b data-path-to-node=\"90,0,0\" data-index-in-node=\"0\">\u300c\u30e1\u30e2\u30ea\u30fc\u306e\u58c1\u300d\u554f\u984c<\/b>\uff1aGPU\u306e\u8a08\u7b97\u901f\u5ea6\u304c\u3044\u304f\u3089\u901f\u304f\u306a\u3063\u3066\u3082\u3001\u30c7\u30fc\u30bf\u3092\u4fdd\u7ba1\u3057\u3066\u3044\u308b\u65e2\u5b58\u306e\u30e1\u30e2\u30ea\uff08DDR5\u306a\u3069\uff09\u304b\u3089\u306e\u30c7\u30fc\u30bf\u8ee2\u9001\u901f\u5ea6\u304c\u9045\u3044\u3068\u3001GPU\u306f\u30c7\u30fc\u30bf\u304c\u5c4a\u304f\u306e\u3092\u5f85\u3064\u300c\u30a2\u30a4\u30c9\u30eb\u72b6\u614b\uff08\u624b\u6301\u3061\u7121\u6c99\u6c70\uff09\u300d\u306b\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"90,1,0\"><b data-path-to-node=\"90,1,0\" data-index-in-node=\"0\">HBM\u306e\u9a5a\u7570\u7684\u306a\u89e3\u6c7a\u7b56\uff083D\u7a4d\u5c64\uff09<\/b>\uff1a<\/p>\n<ol start=\"1\" data-path-to-node=\"90,1,1\">\n<li>\n<p data-path-to-node=\"90,1,1,0,0\">DRAM\u30c1\u30c3\u30d7\u3092<b data-path-to-node=\"90,1,1,0,0\" data-index-in-node=\"8\">\u5782\u76f4\u306b8\u5c64\u301c12\u5c64\u3068\u30d3\u30eb\uff08\u9ad8\u5c64\u30de\u30f3\u30b7\u30e7\u30f3\uff09\u306e\u3088\u3046\u306b\u7a4d\u5c64<\/b>\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"90,1,1,1,0\">\u30c1\u30c3\u30d7\u306b\u300cTSV\uff08\u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u30d3\u30a2\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u30df\u30af\u30ed\u306e\u7a74\u3092\u6570\u5343\u500b\u958b\u3051\u3001\u5782\u76f4\u306b\u9285\u306e\u91dd\u3092\u901a\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"90,1,1,2,0\">\u3053\u308c\u306b\u3088\u308a\u3001\u9053\u8def\u306e\u5e45\uff08\u30d0\u30b9\u5e45\uff09\u3092\u5f93\u6765\u306e32bit\/64bit\u304b\u3089<b data-path-to-node=\"90,1,1,2,0\" data-index-in-node=\"32\">1024bit\u4ee5\u4e0a\u3078\u3068\u5287\u7684\u306b\u62e1\u5f35<\/b>\u30021\u79d2\u9593\u306b\u6570\u30c6\u30e9\u30d0\u30a4\u30c8\uff08\u6620\u753b\u6570\u5341\u672c\u5206\uff09\u306e\u30c7\u30fc\u30bf\u3092GPU\u306b\u6d41\u3057\u8fbc\u3080\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"91\">\u2462 \u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\uff082.5D \/ 3D\u5b9f\u88c5\uff09<\/h3>\n<ul data-path-to-node=\"92\">\n<li>\n<p data-path-to-node=\"92,0,0\"><b data-path-to-node=\"92,0,0\" data-index-in-node=\"0\">\u30e0\u30fc\u30a2\u306e\u6cd5\u5247\u306e\u9650\u754c<\/b>\uff1a\u30c1\u30c3\u30d7\u5185\u90e8\u306e\u56de\u8def\u3092\u7d30\u304f\u3059\u308b\uff08\u5fae\u7d30\u5316\uff1a2nm\u30011.4nm\u3078\u9032\u3080\uff09\u6280\u8853\u304c\u3001\u7269\u7406\u7684\u306a\u9650\u754c\uff08\u91cf\u5b50\u6f0f\u308c\u96fb\u6d41\u306a\u3069\uff09\u3068\u30b3\u30b9\u30c8\u9650\u754c\uff08\u5de5\u5834\u5efa\u8a2d\u8cbb\u306e\u66b4\u9a30\uff09\u306b\u8fd1\u3065\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"92,1,0\"><b data-path-to-node=\"92,1,0\" data-index-in-node=\"0\">\u5f8c\u5de5\u7a0b\u3067\u306e\u89e3\u6c7a\uff08\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u601d\u60f3\uff09<\/b>\uff1a<\/p>\n<p data-path-to-node=\"92,1,0\">\u300c1\u3064\u306e\u5927\u304d\u306a\u5b8c\u74a7\u306a\u30c1\u30c3\u30d7\u3092\u4f5c\u308b\u306e\u304c\u96e3\u3057\u3044\u306a\u3089\u3001GPU\u3084\u30e1\u30e2\u30ea\u3092\u5225\u3005\u306b\u4f5c\u3063\u3066\u3001\u5f8c\u304b\u3089\u8d85\u9ad8\u7cbe\u5ea6\u3067\u5408\u4f53\u3055\u305b\u308c\u3070\u3044\u3044\u300d\u3068\u3044\u3046\u767a\u60f3\u306e\u8ee2\u63db\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"92,2,0\"><b data-path-to-node=\"92,2,0\" data-index-in-node=\"0\">TSMC\u306e\u300cCoWoS\uff08Chip-on-Wafer-on-Substrate\uff09\u300d<\/b>\uff1a<\/p>\n<p data-path-to-node=\"92,2,0\">GPU\u3068HBM\u3092\u3001\u6975\u5c0f\u306e\u914d\u7dda\u304c\u523b\u307e\u308c\u305f\u300c\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\uff08\u53d7\u52d5\u30c1\u30c3\u30d7\uff09\u300d\u3068\u3044\u3046\u571f\u53f0\u306e\u4e0a\u306b\u6570\u30df\u30af\u30ed\u30f3\u7cbe\u5ea6\u306e\u8aa4\u5dee\u3067\u4e26\u3079\u3066\u63a5\u7740\u30fb\u63a5\u7d9a\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5225\u3005\u306e\u30c1\u30c3\u30d7\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u307e\u308b\u3067\u300c1\u3064\u306e\u5de8\u5927\u306a\u30c1\u30c3\u30d7\u300d\u3067\u3042\u308b\u304b\u306e\u3088\u3046\u306b\u96fb\u6c17\u4fe1\u53f7\u304c\u8d85\u9ad8\u901f\u3067\u884c\u304d\u6765\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"94\">\u7b2c9\u7ae0\uff1a\u521d\u5fc3\u8005\u304c\u898b\u308b\u3079\u304d\u300c\u534a\u5c0e\u4f53\u682a\u306e5\u5927\u6307\u6a19\u30fb\u30dd\u30a4\u30f3\u30c8\u300d<\/h2>\n<p data-path-to-node=\"95\">\u534a\u5c0e\u4f53\u9298\u67c4\u306b\u6295\u8cc7\u3001\u3042\u308b\u3044\u306f\u696d\u754c\u52d5\u5411\u3092\u5206\u6790\u3059\u308b\u969b\u3001\u4e00\u822c\u7684\u306a\u9298\u67c4\u3068\u306f\u7570\u306a\u308b\u300c\u72ec\u81ea\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u300d\u304c\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1012 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1012 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1012\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1012\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1012\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1012 no-decoration-radius\">\u3010\u534a\u5c0e\u4f53\u682a\u5206\u6790\u306e\u30c1\u30a7\u30c3\u30af\u30d5\u30ed\u30fc\u3011\r\n\r\n[ Step 1: \u30de\u30af\u30ed\u74b0\u5883 ] \u2500\u2500&gt; SOX\u6307\u6570\uff08\u7c73\u56fd\u534a\u5c0e\u4f53\u682a\u6307\u6570\uff09\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u4e0a\u6607\u304b\uff1f\r\n        \u2502\r\n[ Step 2: \u696d\u754c\u306e\u4f53\u6e29 ] \u2500\u2500&gt; BB\u30ec\u30b7\u30aa\uff08\u53d7\u6ce8\/\u51fa\u8377\u6bd4\u7387\uff09\u306f 1.0 \u3092\u8d85\u3048\u3066\u3044\u308b\u304b\uff1f\r\n        \u2502\r\n[ Step 3: \u696d\u7e3e\u306e\u5148\u884c\u304d ] \u2500\u2500&gt; \u300c\u53d7\u6ce8\u6b8b\u9ad8\u300d\u306f\u62e1\u5927\u3057\u3066\u3044\u308b\u304b\uff1f \u5927\u624bCapex\u306f\u5f37\u6c17\u304b\uff1f\r\n        \u2502\r\n[ Step 4: \u5272\u5b89\u5ea6\u5224\u5b9a ] \u2500\u2500&gt; PER\u306e\u4f4e\u3055\u306b\u9a19\u3055\u308c\u305a\u300cPBR\u300d\u3068\u904e\u53bb\u306e\u30b5\u30a4\u30af\u30eb\u6c34\u6e96\u3092\u898b\u308b\r\n        \u2502\r\n[ Step 5: \u6280\u8853\u7684\u512a\u4f4d ] \u2500\u2500&gt; \u305d\u306e\u4f01\u696d\u306f\u300c\u5148\u7aef\u5206\u91ce\uff08AI\u30fbHBM\u7b49\uff09\u300d\u3067\u72ec\u5360\u30b7\u30a7\u30a2\u3092\u6301\u3064\u304b\uff1f\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3 data-path-to-node=\"97\">1. SOX\u6307\u6570\uff08\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u534a\u5c0e\u4f53\u682a\u6307\u6570\uff09<\/h3>\n<ul data-path-to-node=\"98\">\n<li>\n<p data-path-to-node=\"98,0,0\"><b data-path-to-node=\"98,0,0\" data-index-in-node=\"0\">\u91cd\u8981\u6027<\/b>\uff1a\u7c73\u56fd\u306e\u4e3b\u898130\u9298\u67c4\uff08NVIDIA\u3001TSMC\u3001ASML\u3001Intel\u3001AMD\u3001Broadcom\u7b49\uff09\u3067\u69cb\u6210\u3055\u308c\u308b\u3001\u4e16\u754c\u534a\u5c0e\u4f53\u5e02\u5834\u306e\u300c\u7dcf\u5408\u6307\u6a19\u300d\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"98,1,0\"><b data-path-to-node=\"98,1,0\" data-index-in-node=\"0\">\u5b9f\u52d9\u3067\u306e\u6d3b\u7528<\/b>\uff1a\u6771\u4eac\u5e02\u5834\u306b\u4e0a\u5834\u3059\u308b\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\uff08\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u30c7\u30a3\u30b9\u30b3\u7b49\uff09\u306f\u3001<b data-path-to-node=\"98,1,0\" data-index-in-node=\"49\">\u524d\u591c\u306eSOX\u6307\u6570\u306e\u9a30\u843d\u7387\u306b\u307b\u307c\u9023\u52d5\u3057\u3066\u7fcc\u671d\u306e\u682a\u4fa1\u304c\u6c7a\u5b9a<\/b>\u3055\u308c\u307e\u3059\u3002\u500b\u5225\u306e\u696d\u7e3e\u304c\u3044\u304f\u3089\u826f\u304f\u3066\u3082\u3001SOX\u6307\u6570\u304c\u4e0b\u964d\u30c8\u30ec\u30f3\u30c9\u306b\u3042\u308b\u6642\u306f\u8cb7\u3044\u3092\u63a7\u3048\u308b\u306e\u304c\u9244\u5247\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"99\">2. BB\u30ec\u30b7\u30aa\uff08Book-to-Bill Ratio \/ \u53d7\u6ce8\u51fa\u8377\u6bd4\u7387\uff09<\/h3>\n<ul data-path-to-node=\"100\">\n<li>\n<p data-path-to-node=\"100,0,0\"><b data-path-to-node=\"100,0,0\" data-index-in-node=\"0\">\u8a08\u7b97\u5f0f<\/b>\uff1a<\/p>\n<div data-path-to-node=\"100,0,1\">\n<div class=\"math-block\" data-math=\"\\text{BB\u30ec\u30b7\u30aa} = \\frac{\\text{\u7279\u5b9a\u671f\u9593\u306e\u53d7\u6ce8\u984d\uff08Booking\uff09}}{\\text{\u7279\u5b9a\u671f\u9593\u306e\u51fa\u8377\u984d\uff08Billing\uff09}}\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/07\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-07-27-13.13.24.png\" alt=\"\" width=\"410\" height=\"64\" class=\"aligncenter  wp-image-28269\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/07\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-07-27-13.13.24.png 888w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/07\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-07-27-13.13.24-300x47.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/07\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-07-27-13.13.24-768x119.png 768w\" sizes=\"(max-width: 410px) 100vw, 410px\" \/><\/div>\n<\/div>\n<\/li>\n<li>\n<p data-path-to-node=\"100,1,0\"><b data-path-to-node=\"100,1,0\" data-index-in-node=\"0\">\u898b\u65b9\u306e\u30eb\u30fc\u30eb<\/b>\uff1a<\/p>\n<ul data-path-to-node=\"100,1,1\">\n<li>\n<p data-path-to-node=\"100,1,1,0,0\"><b data-path-to-node=\"100,1,1,0,0\" data-index-in-node=\"0\">BB\u30ec\u30b7\u30aa \uff1e 1.0<\/b>\uff1a\u65b0\u3057\u3044\u6ce8\u6587\u304c\u51fa\u8377\u30da\u30fc\u30b9\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002\u5c06\u6765\u306e\u58f2\u4e0a\u5897\u304c\u7d04\u675f\u3055\u308c\u3066\u3044\u308b\uff08\u5f37\u6c17\u5e02\u5834\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"100,1,1,1,0\"><b data-path-to-node=\"100,1,1,1,0\" data-index-in-node=\"0\">BB\u30ec\u30b7\u30aa \uff1c 1.0<\/b>\uff1a\u51fa\u8377\u306b\u5bfe\u3057\u3066\u65b0\u898f\u6ce8\u6587\u304c\u843d\u3061\u8fbc\u3093\u3067\u3044\u308b\u3002\u5c06\u6765\u306e\u58f2\u4e0a\u6e1b\u901f\u30fb\u5728\u5eab\u8abf\u6574\u306e\u524d\u5146\uff08\u5f31\u6c17\u5e02\u5834\uff09\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"100,2,0\"><b data-path-to-node=\"100,2,0\" data-index-in-node=\"0\">\u30dd\u30a4\u30f3\u30c8<\/b>\uff1a\u682a\u4fa1\u306f\u5b9f\u7e3e\u58f2\u4e0a\uff08Billing\uff09\u3067\u306f\u306a\u304f\u3001\u5148\u884c\u6307\u6a19\u3067\u3042\u308b\u300c\u53d7\u6ce8\uff08Booking\uff09\u300d\u306b\u534a\u5e74\u5148\u56de\u308a\u3057\u3066\u52d5\u304d\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"101\">3. \u53d7\u6ce8\u6b8b\u9ad8\u3068\u9867\u5ba2\u306e\u300cCapex\uff08\u8a2d\u5099\u6295\u8cc7\u984d\uff09\u300d<\/h3>\n<ul data-path-to-node=\"102\">\n<li>\n<p data-path-to-node=\"102,0,0\"><b data-path-to-node=\"102,0,0\" data-index-in-node=\"0\">\u53d7\u6ce8\u6b8b\u9ad8\uff08Backlog\uff09<\/b>\uff1a\u6c7a\u7b97\u77ed\u4fe1\u3084\u6c7a\u7b97\u8aac\u660e\u8cc7\u6599\u3067\u5fc5\u305a\u78ba\u8a8d\u3059\u3079\u304d\u6570\u5024\u3002\u300c\u3059\u3067\u306b\u6ce8\u6587\u3092\u53d7\u3051\u3066\u3044\u308b\u304c\u3001\u307e\u3060\u7d0d\u54c1\u3057\u3066\u3044\u306a\u3044\u30d0\u30c3\u30af\u30ed\u30b0\u300d\u304c\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u304c\u843d\u3061\u8fbc\u3093\u3067\u3082\u77ed\u671f\u7684\u306b\u306f\u696d\u7e3e\u304c\u5d29\u308c\u307e\u305b\u3093\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"102,1,0\"><b data-path-to-node=\"102,1,0\" data-index-in-node=\"0\">\u5927\u624b\u9867\u5ba2\u306eCapex\uff08\u30ad\u30e3\u30da\u30c3\u30af\u30b9\uff09\u958b\u793a<\/b>\uff1a\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3092\u8abf\u3079\u308b\u969b\u306f\u3001\u9867\u5ba2\u3067\u3042\u308b<b data-path-to-node=\"102,1,0\" data-index-in-node=\"41\">TSMC\u3001\u30b5\u30e0\u30b9\u30f3\u3001Intel\u3001Micron\u3001Hyperscalers<\/b>\u304c\u56db\u534a\u671f\u6c7a\u7b97\u3067\u767a\u8868\u3059\u308b\u300c\u4eca\u5e74\u5ea6\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u300d\u306e\u5897\u6e1b\u3092\u6ce8\u8996\u3057\u307e\u3059\u3002\u9867\u5ba2\u306eCapex\u4e0a\u65b9\u4fee\u6b63\u306f\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u306e\u8cb7\u3044\u30b7\u30b0\u30ca\u30eb\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"103\">4. PBR\uff08\u682a\u4fa1\u7d14\u8cc7\u7523\u500d\u7387\uff09\u3068\u300cPER\u306e\u7f60\u300d<\/h3>\n<p data-path-to-node=\"104\">\u4e00\u822c\u7684\u306a\u682a\u5f0f\u6295\u8cc7\u3068<b data-path-to-node=\"104\" data-index-in-node=\"9\">\u771f\u9006\u306e\u5224\u65ad<\/b>\u304c\u6c42\u3081\u3089\u308c\u308b\u306e\u304c\u666f\u6c17\u5faa\u74b0\u682a\uff08\u30b7\u30af\u30ea\u30ab\u30eb\u682a\uff09\u3067\u3042\u308b\u534a\u5c0e\u4f53\u682a\u306e\u96e3\u3057\u3055\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1013 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c3591150031=\"\" class=\"code-block ng-tns-c3591150031-1013 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_4508907734aabd91&quot;,&quot;c_34cde74f886f49f4&quot;,null,&quot;rc_a64199e47b0028e8&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"formatted-code-block-internal-container ng-tns-c3591150031-1013\">\n<div _ngcontent-ng-c3591150031=\"\" class=\"animated-opacity ng-tns-c3591150031-1013\">\n<pre _ngcontent-ng-c3591150031=\"\" class=\"ng-tns-c3591150031-1013\"><code _ngcontent-ng-c3591150031=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3591150031-1013 no-decoration-radius\">\u3010\u534a\u5c0e\u4f53\u682a\u306e\u300cPER\u306e\u7f60\u300d\u3068\u58f2\u8cb7\u30bf\u30a4\u30df\u30f3\u30b0\u3011\r\n\r\n              \u3010\u696d\u7e3e\u30d4\u30fc\u30af\uff08\u597d\u6cc1\uff09\u3011\r\n              \u30fb\u7d14\u5229\u76ca\uff1a\u904e\u53bb\u6700\u9ad8\r\n              \u30fb\u682a\u4fa1\uff1a\u9ad8\u5024\u570f\r\n              \u30fbPER\uff1a10\u500d\uff08\u203b\u898b\u305f\u76ee\u300c\u8d85\u5272\u5b89\u300d\u306b\u898b\u3048\u308b\u304c\u3001\u5b9f\u306f\u3010\u58f2\u308a\u6642\u3011\uff01\uff09\r\n             \uff0f    \uff3c\r\n           \uff0f         \uff3c\r\n         \uff0f              \uff3c\r\n\u3010\u696d\u7e3e\u30dc\u30c8\u30e0\uff08\u4e0d\u6cc1\uff09\u3011      \uff3c\r\n\u30fb\u7d14\u5229\u76ca\uff1a\u8d64\u5b57\u307e\u305f\u306f\u6fc0\u6e1b       \uff3c\r\n\u30fb\u682a\u4fa1\uff1a\u5e95\u5024\u570f                    \u3010\u4e0d\u6cc1\u671f\u3078\u7a81\u5165\u3011\r\n\u30fbPER\uff1a50\u500d\u3084\u7b97\u51fa\u4e0d\u80fd\r\n\uff08\u203b\u898b\u305f\u76ee\u300c\u8d85\u5272\u9ad8\u300d\u306b\u898b\u3048\u308b\u304c\u3001\u5b9f\u306f\u3010\u7d76\u597d\u306e\u8cb7\u3044\u5834\u3011\uff01\uff09\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<ul data-path-to-node=\"106\">\n<li>\n<p data-path-to-node=\"106,0,0\"><b data-path-to-node=\"106,0,0\" data-index-in-node=\"0\">\u5b89\u5168\u306a\u8a55\u4fa1\u8ef8\u300cPBR\u300d\u306e\u6d3b\u7528<\/b>\uff1a\u5229\u76ca\u304c\u6fc0\u3057\u304f\u30d6\u30ec\u308b\u305f\u3081PER\u306f\u30a2\u30c6\u306b\u306a\u308a\u307e\u305b\u3093\u3002\u4f01\u696d\u306e\u89e3\u6563\u4fa1\u5024\u30fb\u89e3\u6563\u7d14\u8cc7\u7523\u3092\u793a\u3059PBR\uff08\u682a\u4fa1\u7d14\u8cc7\u7523\u500d\u7387\uff09\u3092\u4f7f\u3044\u3001\u300c\u904e\u53bb10\u5e74\u9593\u306e\u30b5\u30a4\u30af\u30eb\u3067\u3001\u3053\u306e\u9298\u67c4\u306fPBR 2.0\u500d\u304c\u5e95\u3067\u30018.0\u500d\u304c\u5929\u4e95\u3060\u3063\u305f\u300d\u3068\u3044\u3046\u6b74\u53f2\u7684\u30ec\u30f3\u30b8\u3092\u628a\u63e1\u3057\u3001\u5e95\u5024\u570f\uff08PBR\u304c\u904e\u53bb\u306e\u6700\u4f4e\u30ec\u30d9\u30eb\u306b\u63a5\u8fd1\u3057\u305f\u6642\uff09\u3067\u9006\u5f35\u308a\u8cb7\u3044\u3059\u308b\u306e\u304c\u738b\u9053\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"107\">5. \u300c\u5148\u7aef\u300d\u304b\u300c\u30ec\u30ac\u30b7\u30fc\uff08\u6c4e\u7528\uff09\u300d\u304b\uff08\u4e8b\u696d\u9818\u57df\u306e\u8a55\u4fa1\uff09<\/h3>\n<p data-path-to-node=\"108\">\u6295\u8cc7\u691c\u8a0e\u4f01\u696d\u306e\u88fd\u54c1\u304c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u3069\u3053\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u308b\u304b\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"109\">\n<li>\n<p data-path-to-node=\"109,0,0\"><b data-path-to-node=\"109,0,0\" data-index-in-node=\"0\">\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u95a2\u9023\uff08\u30dd\u30b8\u30c6\u30a3\u30d6\uff09<\/b>\uff1a2nm\/3nm\u30ce\u30fc\u30c9\u3001EUV\u9732\u5149\u95a2\u9023\u3001HBM\u7528TSV\u3001\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08CoWoS\u7b49\uff09\u3001\u9ad8\u5bc6\u5ea6\u6709\u6a5f\u57fa\u677f\u3002<\/p>\n<ul data-path-to-node=\"109,0,1\">\n<li>\n<p data-path-to-node=\"109,0,1,0,0\">\u2192 \u30d0\u30d6\u30eb\u8abf\u6574\u671f\u3067\u3082AI\u9700\u8981\u306e\u4e0b\u652f\u3048\u306b\u3088\u308a\u30c0\u30e1\u30fc\u30b8\u304c\u5c11\u306a\u304f\u3001\u30b5\u30a4\u30af\u30eb\u306e\u7acb\u3061\u4e0a\u304c\u308a\u304c\u6700\u3082\u65e9\u3044\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"109,1,0\"><b data-path-to-node=\"109,1,0\" data-index-in-node=\"0\">\u30ec\u30ac\u30b7\u30fc\u30fb\u6210\u719f\u30d7\u30ed\u30bb\u30b9\u95a2\u9023\uff08\u30cd\u30ac\u30c6\u30a3\u30d6\u30fb\u6ce8\u610f\uff09<\/b>\uff1a28nm\u4ee5\u4e0a\u306e\u6c4e\u7528\u30ed\u30b8\u30c3\u30af\u3001\u5bb6\u96fb\u7528\u30de\u30a4\u30b3\u30f3\u3001\u6c4e\u7528\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u3002<\/p>\n<ul data-path-to-node=\"109,1,1\">\n<li>\n<p data-path-to-node=\"109,1,1,0,0\">\u2192 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data-path-to-node=\"113\">1. 2026\u5e74\u301c2028\u5e74\u306e\u30de\u30af\u30ed\u4e88\u6e2c\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/h3>\n<ul data-path-to-node=\"114\">\n<li>\n<p data-path-to-node=\"114,0,0\"><b data-path-to-node=\"114,0,0\" data-index-in-node=\"0\">2026\u5e74\u301c2027\u5e74\u524d\u534a<\/b>\uff1aAI\u9700\u8981\u306e\u71b1\u72c2\u3068HBM\u4e0d\u8db3\u306b\u3088\u308b\u9ad8\u4fa1\u683c\u8a2d\u5b9a\u304c\u7d99\u7d9a\u3002\u4e3b\u8981\u4f01\u696d\u306e\u6c7a\u7b97\u306f\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"114,1,0\"><b data-path-to-node=\"114,1,0\" data-index-in-node=\"0\">2027\u5e74\u5f8c\u534a\u301c2028\u5e74<\/b>\uff1a\u4e16\u754c\u4e2d\u306e\u65b0\u5de5\u5834\u7a3c\u50cd\u30e9\u30c3\u30b7\u30e5\u3068\u3001\u5de8\u5927IT\u4f01\u696d\u306eAI\u30de\u30cd\u30bf\u30a4\u30ba\u9045\u308c\uff08ROI\u60aa\u5316\uff09\u304c\u91cd\u306a\u308a\u3001\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u4e0b\u964d\u5c40\u9762\uff08\u30d0\u30d6\u30eb\u5d29\u58ca\u30fb\u8abf\u6574\u671f\uff09\u3078\u7a81\u5165\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"114,2,0\"><b data-path-to-node=\"114,2,0\" data-index-in-node=\"0\">2028\u5e74\u4ee5\u964d<\/b>\uff1a\u8abf\u6574\u3092\u7d4c\u3066\u3001\u771f\u306eAI\u5b9f\u7528\u5316\u6642\u4ee3\uff08\u81ea\u52d5\u904b\u8ee2\u3001\u4eba\u578b\u30ed\u30dc\u30c3\u30c8\u30016G\u901a\u4fe1\u306a\u3069\uff09\u306b\u5411\u3051\u305f\u300c\u9078\u5225\u3055\u308c\u305f\u771f\u306e\u52dd\u8005\u300d\u306b\u3088\u308b\u518d\u6210\u9577\u304c\u30b9\u30bf\u30fc\u30c8\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"115\">2. \u65e5\u672c\u306e\u534a\u5c0e\u4f53\u7523\u696d\u306e\u63fa\u308b\u304e\u306a\u3044\u300c\u5800\uff08\u7af6\u5408\u512a\u4f4d\u6027\uff09\u300d<\/h3>\n<p data-path-to-node=\"116\">\u30d0\u30d6\u30eb\u304c\u5f3e\u3051\u3066\u4e00\u6642\u7684\u306b\u53d7\u6ce8\u3084\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u3068\u3057\u3066\u3082\u3001\u300c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u7523\u696d\u304c\u7d42\u308f\u308b\u300d\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p data-path-to-node=\"116\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001\u30c7\u30a3\u30b9\u30b3\u3001\u4fe1\u8d8a\u5316\u5b66\u3001JSR\u3001\u5473\u306e\u7d20\u30d5\u30a1\u30a4\u30f3\u30c6\u30af\u30ce\u306a\u3069\u306e\u4f01\u696d\u304c\u63e1\u308b\u300c\u8d85\u9ad8\u7cbe\u5ea6\u306a\u88fd\u9020\u88c5\u7f6e\u300d\u3068\u300c\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u5316\u3057\u305f\u5316\u5b66\u6750\u6599\u300d\u306f\u3001\u4e16\u754c\u4e2d\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3084\u30d5\u30a1\u30d6\u30ec\u30b9\u306b\u3068\u3063\u3066\u4ee3\u66ff\u4e0d\u53ef\u80fd\u306a\u300c\u30a4\u30f3\u30d5\u30e9\u300d\u3067\u3059\u3002\u6ce2\u306e\u5e95\uff08\u4f4e\u8ff7\u671f\uff09\u3053\u305d\u304c\u3001\u65e5\u672c\u306e\u5f37\u3044\u512a\u4f4d\u6027\u3092\u6301\u3064\u4f01\u696d\u3092\u4ed5\u8fbc\u3080\u6700\u5927\u306e\u30c1\u30e3\u30f3\u30b9\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"117\">3. 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data-path-to-node=\"119,2,0\"><b data-path-to-node=\"119,2,0\" data-index-in-node=\"0\">\u300c\u88c5\u7f6e\uff08\u30d5\u30ed\u30fc\uff09\u306a\u306e\u304b\u3001\u6750\u6599\uff08\u30b9\u30c8\u30c3\u30af\uff09\u306a\u306e\u304b\uff1f\u300d<\/b><\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"120\">\u3068\u3044\u3046\u69cb\u9020\u7684\u306a\u30e1\u30ac\u30cd\u3092\u901a\u3057\u3066\u5e02\u5834\u3092\u898b\u3064\u3081\u308b\u3053\u3068\u3002\u305d\u308c\u3053\u305d\u304c\u3001\u904e\u71b1\u3059\u308b\u534a\u5c0e\u4f53\u6642\u4ee3\u306b\u304a\u3044\u3066\u5909\u5316\u306e\u6ce2\u3092\u4e57\u308a\u3053\u306a\u3057\u3001\u6b63\u3057\u3044\u5224\u65ad\u3092\u4e0b\u3059\u305f\u3081\u306e\u6700\u3082\u5f37\u529b\u306a\u6b66\u5668\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<div><\/div>\n<div class=\"xcd-attention-8 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title\"><span style=\"font-size: 18pt;\">\u30d7\u30ed\u306e\u77e5\u8b58\u304c\u7121\u6599\u3067\u5b66\u3079\u307e\u3059<\/span><\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 14pt;\"><strong>\u300c\u6295\u8cc7\u306e\u52c9\u5f37\u3092\u4f55\u304b\u3089\u3084\u3063\u3066\u3044\u3044\u304b\u308f\u304b\u3089\u306a\u3044\u300d\u300c\u6295\u8cc7\u3067\u8cc7\u7523\u3092\u4f5c\u308a\u305f\u3044\u3001\u53ce\u5165\u3092\u5897\u3084\u3057\u305f\u3044\u300d<\/strong><\/span><\/p>\n<p>\u305d\u3093\u306a\u6642\u306f<b><span class=\"f-marker-p\">\u7121\u6599\u3067\u8996\u8074\u3067\u304d\u308b\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u300c<a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=16989&amp;utm_content=16989\">GFS\u76e3\u4fee 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href=\"https:\/\/gfs.tokyo\/\">GFS<\/a>\u304c\u63d0\u4f9b\u3059\u308b\u7121\u6599\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u3067\u3059\u3002\u30d7\u30ed\u306e\u6295\u8cc7\u5bb6\u3067\u3042\u308b\u8b1b\u5e2b\u304c\u3001\u672a\u7d4c\u9a13\u8005\u3084\u82e6\u624b\u610f\u8b58\u304c\u3042\u308b\u4eba\u3067\u3082\u5206\u304b\u308b\u3088\u3046\u306b\u3001\u6295\u8cc7\u306e\u4ed5\u7d44\u307f\u3084\u5168\u4f53\u50cf\u3001\u30eb\u30fc\u30eb\u3092\u57fa\u790e\u304b\u3089\u56f3\u89e3\u3092\u4ea4\u3048\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<p>\u6295\u8cc7\u306e\u52c9\u5f37\u3092\u306a\u308b\u3079\u304f\u52b9\u7387\u3088\u304f\u59cb\u3081\u305f\u3044\u4eba\u306f\u3001\u305c\u3072\u4e00\u5ea6\u3054\u8996\u8074\u304f\u3060\u3055\u3044\u3002<\/p>\n<div class=\"cv-btn-wrap\">\n<div class=\"cv-copy\" style=\"text-align: center;\"><strong><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=16989&amp;utm_content=16989\">\uff3c1\u5206\u3067\u7c21\u5358\u7533\u8fbc\uff0f<\/a><\/strong><\/div>\n<div class=\"cv-btn\" style=\"text-align: center;\"><strong><span class=\"cv-em\">\u7121\u6599<\/span><\/strong><br \/>\n<strong><span class=\"cv-text\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=16989&amp;utm_content=16989\n\">\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u306f\u3053\u3061\u3089<\/a><\/span><\/strong><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3 data-path-to-node=\"4\">\u3010\u91cd\u8981\u3011\u514d\u8cac\u4e8b\u9805<\/h3>\n<ul data-path-to-node=\"5\">\n<li>\n<p data-path-to-node=\"5,0,0\"><b data-path-to-node=\"5,0,0\" data-index-in-node=\"0\">\u6295\u8cc7\u5224\u65ad\u306e\u6700\u7d42\u8cac\u4efb\uff1a<\/b> 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