{"id":30535,"date":"2026-09-08T09:10:57","date_gmt":"2026-09-08T00:10:57","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=30535"},"modified":"2026-09-08T09:10:57","modified_gmt":"2026-09-08T00:10:57","slug":"ue-what-is-an-optical-transceiver","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-what-is-an-optical-transceiver","title":{"rendered":"\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u57fa\u790e\u30fb\u5c06\u6765\u6027\u30fb\u56fd\u5185\u5916\u306e\u6ce8\u76ee\u682a\u3092\u4f53\u7cfb\u89e3\u8aac"},"content":{"rendered":"<h2>\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u57fa\u790e\u30fb\u5c06\u6765\u6027\u30fb\u56fd\u5185\u5916\u306e\u6ce8\u76ee\u682a\u3092\u4f53\u7cfb\u89e3\u8aac<\/h2>\n<p><b>\u301c\u6982\u8981\u30fb\u5e02\u5834\u898f\u6a21\u30fb\u56fd\u5185\u5916\u306e\u6ce8\u76ee\u9298\u67c4\u304b\u3089\u6295\u8cc7\u30fb\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u306e\u91cd\u8981\u6027\u307e\u3067\u301c<\/b><\/p>\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><b>\u7b2c1\u7ae0\uff1a\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3068\u306f\u4f55\u304b\uff1f\uff08\u57fa\u790e\u77e5\u8b58\u3068\u5f79\u5272\uff09<\/b><\/h2>\n<h3><b>1.1 \u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u5b9a\u7fa9\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u73fe\u4ee3\u306e\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u793e\u4f1a\u306b\u304a\u3044\u3066\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u52d5\u753b\u3092\u8996\u8074\u3057\u305f\u308a\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3057\u305f\u308a\u3001AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u306b\u8cea\u554f\u3092\u6295\u3052\u304b\u3051\u305f\u308a\u3059\u308b\u88cf\u5074\u3067\u306f\u3001\u5929\u6587\u5b66\u7684\u306a\u91cf\u306e\u30c7\u30fc\u30bf\u304c\u76ee\u307e\u3050\u308b\u3057\u304f\u4ea4\u308f\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u81a8\u5927\u306a\u30c7\u30fc\u30bf\u3092\u4e00\u77ac\u3067\u9045\u5ef6\u306a\u304f\u5c4a\u3051\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u7269\u7406\u7684\u306b\u652f\u3048\u3066\u3044\u308b\u6700\u91cd\u8981\u30d1\u30fc\u30c4\u306e\u4e00\u3064\u304c<\/span><b>\u300c\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\uff08Optical Transceiver \/ \u5149\u30e2\u30b8\u30e5\u30fc\u30eb\uff09\u300d<\/b><span style=\"font-weight: 400;\">\u3067\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3068\u306f\u3001\u7c21\u5358\u306b\u8a00\u3048\u3070<\/span><b>\u300c\u96fb\u6c17\u4fe1\u53f7\u3068\u5149\u4fe1\u53f7\u3092\u76f8\u4e92\u306b\u5909\u63db\u3059\u308b\u88c5\u7f6e\u300d<\/b><span style=\"font-weight: 400;\">\u3067\u3059\u3002\u82f1\u8a9e\u306e Transmitter\uff08\u9001\u4fe1\u6a5f\uff09\u3068 Receiver\uff08\u53d7\u4fe1\u6a5f\uff09\u3092\u639b\u3051\u5408\u308f\u305b\u305f\u9020\u8a9e\u3067\u3042\u308a\u3001\u9001\u4fe1\u3068\u53d7\u4fe1\u306e\u4e21\u65b9\u306e\u6a5f\u80fd\u3092\u5c0f\u3055\u306a\u638c\u30b5\u30a4\u30ba\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\uff08\u91d1\u5c5e\u30b1\u30fc\u30b9\uff09\u306e\u4e2d\u306b\u53ce\u3081\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u3084\u30b5\u30fc\u30d0\u30fc\u3001\u30eb\u30fc\u30bf\u30fc\u5185\u90e8\u3067\u306f\u3001\u60c5\u5831\u306f\u300c\u96fb\u6c17\u4fe1\u53f7\uff080\u30681\u306e\u96fb\u5b50\u306e\u6d41\u308c\uff09\u300d\u3068\u3057\u3066\u51e6\u7406\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u96fb\u6c17\u4fe1\u53f7\u306e\u307e\u307e\u9285\u7dda\uff08LAN\u30b1\u30fc\u30d6\u30eb\u306a\u3069\uff09\u3092\u901a\u3057\u3066\u30c7\u30fc\u30bf\u3092\u9060\u304f\u307e\u3067\u9001\u308d\u3046\u3068\u3059\u308b\u3068\u3001\u96fb\u5c0e\u4f53\u306e\u62b5\u6297\u306b\u3088\u3063\u3066\u5927\u304d\u306a\u96fb\u6c17\u30ed\u30b9\u304c\u767a\u751f\u3057\u3001\u71b1\u306b\u5909\u308f\u3063\u3066\u30a8\u30cd\u30eb\u30ae\u30fc\u304c\u5931\u308f\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u9ad8\u901f\u3067\u4fe1\u53f7\u3092\u5207\u308a\u66ff\u3048\u308b\u307b\u3069\u96fb\u78c1\u30ce\u30a4\u30ba\uff08EMI\uff09\u304c\u767a\u751f\u3057\u3001\u30c7\u30fc\u30bf\u304c\u7834\u640d\u3059\u308b\u30ea\u30b9\u30af\u3082\u9ad8\u307e\u308a\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u305d\u3053\u3067\u767b\u5834\u3059\u308b\u306e\u304c\u300c\u5149\u300d\u3067\u3059\u3002\u5149\u306f\u6975\u3081\u3066\u6e1b\u8870\u304c\u5c11\u306a\u304f\u3001\u96fb\u78c1\u30ce\u30a4\u30ba\u306e\u5f71\u97ff\u3092\u53d7\u3051\u305a\u3001\u5b87\u5b99\u3067\u6700\u3082\u901f\u3044\u901f\u5ea6\uff08\u771f\u7a7a\u4e2d\u3067\u306f\u6bce\u79d2\u7d0430\u4e07\u30ad\u30ed\u30e1\u30fc\u30c8\u30eb\uff09\u3067\u9032\u307f\u307e\u3059\u3002\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u304b\u3089\u9001\u3089\u308c\u3066\u304f\u308b\u96fb\u6c17\u4fe1\u53f7\u3092\u53d7\u3051\u53d6\u308a\u3001\u5185\u90e8\u306e\u534a\u5c0e\u4f53\u30ec\u30fc\u30b6\u30fc\u7d20\u5b50\u3092\u4f7f\u3063\u3066\u5149\u306e\u660e\u6ec5\uff08\u5149\u4fe1\u53f7\uff09\u306b\u5909\u63db\u3057\u307e\u3059\u3002\u3053\u306e\u5149\u4fe1\u53f7\u304c\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30b1\u30fc\u30d6\u30eb\u3092\u901a\u308a\u3001\u76ee\u7684\u5730\u3067\u3042\u308b\u5225\u306e\u30b5\u30fc\u30d0\u30fc\u3084\u30eb\u30fc\u30bf\u30fc\u306b\u5230\u9054\u3059\u308b\u3068\u3001\u76f8\u624b\u5074\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u5149\u4fe1\u53f7\u3092\u53d7\u3051\u53d6\u308a\u3001\u53d7\u5149\u7d20\u5b50\uff08\u30d5\u30a9\u30c8\u30c0\u30a4\u30aa\u30fc\u30c9\uff09\u3092\u4f7f\u3063\u3066\u518d\u3073\u5143\u306e\u96fb\u6c17\u4fe1\u53f7\u3078\u3068\u5fa9\u5143\u3057\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u3053\u306e\u300c\u96fb\u6c17 \u2192 \u5149 \u2192 \u96fb\u6c17\u300d\u306e\u9ad8\u901f\u5909\u63db\u3092\u30011\u79d2\u9593\u306b\u6570\u5343\u5104\u56de\u301c\u6570\u5146\u56de\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u30b9\u30d4\u30fc\u30c9\u3067\u884c\u3063\u3066\u3044\u308b\u306e\u304c\u3001\u73fe\u4ee3\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3067\u3059\u3002<\/span><\/p>\n<h3><b>1.2 \u306a\u305c\u4eca\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u7a7a\u524d\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u306e\u304b\uff1f<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u6280\u8853\u81ea\u4f53\u306f\u6570\u5341\u5e74\u4ee5\u524d\u304b\u3089\u5b58\u5728\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u306a\u305c\u4eca\u3001\u682a\u5f0f\u5e02\u5834\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u3067\u3053\u308c\u307b\u3069\u307e\u3067\u306b\u71b1\u3044\u8996\u7dda\u304c\u6ce8\u304c\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u306e\u6700\u5927\u306e\u7406\u7531\u306f\u300c\u751f\u6210AI\uff08Generative AI\uff09\u306e\u7206\u767a\u7684\u666e\u53ca\u300d\u3067\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ChatGPT\u3084Claude\u3001Gemini\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u751f\u6210AI\u306e\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u3067\u306f\u3001\u4f55\u4e07\u679a\u3001\u4f55\u5341\u4e07\u679a\u3068\u3044\u3046NVIDIA\u88fd\u306a\u3069\u306eGPU\uff08\u753b\u50cf\u51e6\u7406\u534a\u5c0e\u4f53\uff09\u304c\u4e26\u5217\u3067\u63a5\u7d9a\u3055\u308c\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u306e\u5b66\u7fd2\u3084\u63a8\u8ad6\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002GPU\u5358\u4f53\u306e\u8a08\u7b97\u51e6\u7406\u80fd\u529b\u304c\u3069\u308c\u307b\u3069\u9032\u5316\u3057\u3066\u3082\u3001GPU\u540c\u58eb\u3092\u7d50\u3076\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u901a\u4fe1\u901f\u5ea6\u304c\u8ffd\u3044\u3064\u304b\u306a\u3051\u308c\u3070\u3001\u30c7\u30fc\u30bf\u5f85\u3061\u306e\u300c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08\u76ee\u8a70\u307e\u308a\uff09\u300d\u304c\u767a\u751f\u3057\u3001\u9ad8\u4fa1\u306aGPU\u7fa4\u306e\u7a3c\u50cd\u52b9\u7387\u304c\u8457\u3057\u304f\u4f4e\u4e0b\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u90e8\u3067\u306f\u3001GPU\u3068\u30b9\u30a4\u30c3\u30c1\u6a5f\u5668\u3001\u3042\u308b\u3044\u306f\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u540c\u58eb\u3092\u7d50\u3076\u8ddd\u96e2\u306f\u6570\u30e1\u30fc\u30c8\u30eb\u304b\u3089\u6570\u5343\u30e1\u30fc\u30c8\u30eb\u306b\u53ca\u3073\u307e\u3059\u3002\u3053\u306e\u6975\u3081\u3066\u77ed\u8ddd\u96e2\u301c\u4e2d\u8ddd\u96e2\u306e\u63a5\u7d9a\u306b\u304a\u3044\u3066\u3001\u9285\u7dda\u30b1\u30fc\u30d6\u30eb\u3067\u306f\u9650\u754c\u3092\u8fce\u3048\u3066\u304a\u308a\u3001\u5927\u91cf\u306e\u9ad8\u901f\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u9699\u9593\u306a\u304f\u6577\u304d\u8a70\u3081\u308b\u3053\u3068\u304c\u5fc5\u9808\u4e0d\u53ef\u6b20\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u73fe\u5728\u3067\u306f\u3001GPU1\u679a\u306e\u5897\u8a2d\u306b\u5bfe\u3057\u3066\u8907\u6570\u306e\u9ad8\u901f\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u5fc5\u8981\u3068\u306a\u308b\u30b1\u30fc\u30b9\u3082\u3042\u308a\u3001\u307e\u3055\u306b\u300cAI\u6642\u4ee3\u306e\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306b\u304a\u3051\u308b\u30b9\u30b3\u30c3\u30d7\u3068\u30b8\u30fc\u30f3\u30ba\u300d\u3068\u3057\u3066\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u78ba\u7acb\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/span><\/p>\n<h3><b>1.3 \u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u57fa\u672c\u69cb\u9020\u3068\u4e3b\u8981\u30d1\u30fc\u30c4<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u5185\u90e8\u306f\u3001\u9ad8\u5ea6\u306a\u5149\u5149\u5b66\u6280\u8853\u3068\u8d85\u5fae\u7d30\u534a\u5c0e\u4f53\u6280\u8853\u306e\u7d50\u6676\u3067\u3059\u3002\u521d\u5fc3\u8005\u306b\u3082\u5206\u304b\u308a\u3084\u3059\u3044\u3088\u3046\u3001\u4e3b\u8981\u306a\u69cb\u6210\u8981\u7d20\u3092\u5206\u89e3\u3057\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/span><\/p>\n<table>\n<thead>\n<tr>\n<th>\n<p><span style=\"font-weight: 400;\">\u69cb\u6210\u30d1\u30fc\u30c4<\/span><\/p>\n<\/th>\n<th>\n<p><span style=\"font-weight: 400;\">\u5f79\u5272\u30fb\u6982\u8981<\/span><\/p>\n<\/th>\n<th>\n<p><span style=\"font-weight: 400;\">\u4e3b\u306a\u534a\u5c0e\u4f53\u30fb\u7d20\u6750\u30fb\u6280\u8853<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\n<p><b>TOSA (Transmitter Optical Sub-Assembly)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u9001\u4fe1\u5074\u5149\u30b5\u30d6\u30a2\u30bb\u30f3\u30d6\u30ea\u3002\u96fb\u6c17\u4fe1\u53f7\u3092\u5149\u4fe1\u53f7\u306b\u5909\u63db\u3057\u3066\u767a\u5149\u3059\u308b\u5fc3\u81d3\u90e8\u3002<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">EML\uff08\u96fb\u754c\u5438\u53ce\u578b\u5909\u8abf\u5668\u96c6\u7a4d\u30ec\u30fc\u30b6\u30fc\uff09\u3001VCSEL\uff08\u5782\u76f4\u8868\u9762\u767a\u5149\u30ec\u30fc\u30b6\u30fc\uff09\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>ROSA (Receiver Optical Sub-Assembly)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u53d7\u4fe1\u5074\u5149\u30b5\u30d6\u30a2\u30bb\u30f3\u30d6\u30ea\u3002\u98db\u3093\u3067\u304d\u305f\u5149\u4fe1\u53f7\u3092\u691c\u77e5\u3057\u3001\u5143\u306e\u96fb\u6c17\u4fe1\u53f7\u306b\u623b\u3059\u3002<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">PIN\u30d5\u30a9\u30c8\u30c0\u30a4\u30aa\u30fc\u30c9\u3001APD\uff08\u30a2\u30d0\u30e9\u30f3\u30b7\u30a7\u30d5\u30a9\u30c8\u30c0\u30a4\u30aa\u30fc\u30c9\uff09<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>DSP (Digital Signal Processor)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u30c7\u30b8\u30bf\u30eb\u4fe1\u53f7\u51e6\u7406\u7528IC\u3002\u6b6a\u3093\u3060\u4fe1\u53f7\u306e\u6ce2\u5f62\u88dc\u6b63\u3084\u30ce\u30a4\u30ba\u9664\u53bb\u3092\u884c\u3044\u3001\u8d85\u9ad8\u901f\u901a\u4fe1\u306e\u54c1\u8cea\u3092\u4fdd\u3064\u3002<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\uff085nm\/3nm\uff09\u3067\u88fd\u9020\u3055\u308c\u308b\u9ad8\u6027\u80fd\u8d85\u5c0f\u578bCMOS\u534a\u5c0e\u4f53<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>Driver \/ TIA (Transimpedance Amplifier)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u30ec\u30fc\u30b6\u30fc\u7d20\u5b50\u3092\u99c6\u52d5\u3055\u305b\u308b\u30c9\u30e9\u30a4\u30d0\u30fc\u56de\u8def\u3068\u3001\u53d7\u5149\u7d20\u5b50\u304c\u691c\u51fa\u3057\u305f\u5fae\u5c0f\u306a\u96fb\u6d41\u3092\u5897\u5e45\u3059\u308b\u30a2\u30f3\u30d7\u56de\u8def\u3002<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">InP\uff08\u30a4\u30f3\u30b8\u30a6\u30e0\u30ea\u30f3\uff09\u3084GaAs\uff08\u30ac\u30ea\u30a6\u30e0\u30d2\u7d20\uff09\u306a\u3069\u306e\u5316\u5408\u7269\u534a\u5c0e\u4f53<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u71b1\u7ba1\u7406\u30fb\u5b9f\u88c5\u90e8\u54c1<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u767a\u71b1\u306b\u3088\u308b\u6ce2\u9577\u30ba\u30ec\u3084\u6545\u969c\u3092\u9632\u3050\u7cbe\u5bc6\u51b7\u5374\u90e8\u6750\u3084\u5149\u5b66\u63a5\u7740\u5264\u3002<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u30da\u30eb\u30c1\u30a7\u7d20\u5b50\uff08\u30b5\u30fc\u30e2\u30e2\u30b8\u30e5\u30fc\u30eb\uff09\u3001\u5149\u5b66\u30d5\u30a3\u30eb\u30bf\u30fc\u3001\u6c17\u5bc6\u5c01\u6b62\u6280\u8853<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">\u3053\u306e\u3088\u3046\u306b\u3001\u5358\u306b\u7bb1\u3092\u4f5c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u5358\u4f4d\u3067\u5149\u306e\u8ef8\u3092\u5408\u308f\u305b\u308b\u7cbe\u5bc6\u5b9f\u88c5\u6280\u8853\u3084\u3001\u71b1\u5bfe\u7b56\u3001\u6700\u5148\u7aef\u306e\u4fe1\u53f7\u51e6\u7406IC\u304c\u5bc6\u63a5\u306b\u7d44\u307f\u5408\u308f\u3055\u3063\u3066\u521d\u3081\u30661\u500b\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u5b8c\u6210\u3057\u307e\u3059\u3002<\/span><\/p>\n<h3><b>1.4 \u901a\u4fe1\u898f\u683c\u3068\u4e16\u4ee3\u4ea4\u4ee3\uff08100G\u304b\u3089800G\u3001\u305d\u3057\u30661.6T\u3078\uff09<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u6027\u80fd\u3092\u793a\u3059\u6700\u3082\u5206\u304b\u308a\u3084\u3059\u3044\u6307\u6a19\u304c**\u300c\u901a\u4fe1\u901f\u5ea6\uff08\u30c7\u30fc\u30bf\u4f1d\u9001\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\uff09\u300d**\u3067\u3059\u3002\u300cbps\uff08bits per second\uff1a1\u79d2\u9593\u306b\u9001\u4fe1\u3067\u304d\u308b\u30d3\u30c3\u30c8\u6570\uff09\u300d\u3068\u3044\u3046\u5358\u4f4d\u3067\u8868\u3055\u308c\u307e\u3059\u3002<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>100Gbps\uff08100G\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> 2010\u5e74\u4ee3\u534a\u3070\u304b\u3089\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u4e3b\u6d41\u3068\u306a\u3063\u305f\u4e16\u4ee3\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>400Gbps\uff08400G\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> 5G\u901a\u4fe1\u306e\u666e\u53ca\u3084\u65e2\u5b58\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306e\u62e1\u5f35\u671f\uff082020\u5e74\u524d\u5f8c\uff09\u306b\u666e\u53ca\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>800Gbps\uff08800G\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> \u751f\u6210AI\u30d6\u30fc\u30e0\u306e\u521d\u671f\uff082023\u5e74\u301c\uff09\u304b\u3089\u5927\u898f\u6a21AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u5927\u91cf\u63a1\u7528\u304c\u958b\u59cb\u3055\u308c\u305f\u73fe\u884c\u306e\u4e3b\u8ef8\u898f\u683c\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>1.6Tbps\uff081.6T = 1,600Gbps\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> 2025\u301c2026\u5e74\u306b\u304b\u3051\u3066\u91cf\u7523\u304c\u6025\u901f\u306b\u9032\u3080\u6700\u5148\u7aef\u898f\u683c\u3002DVD\u7d0440\u679a\u5206\u306e\u30c7\u30fc\u30bf\u91cf\u3092\u308f\u305a\u304b1\u79d2\u3067\u4f1d\u9001\u53ef\u80fd\u3002<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">\u3053\u306e\u901a\u4fe1\u901f\u5ea6\u306e\u6025\u901f\u306a\u5411\u4e0a\u3092\u652f\u3048\u3066\u3044\u308b\u306e\u304c\u3001\u4fe1\u53f7\u306e\u5909\u8abf\u65b9\u5f0f\u306e\u9032\u5316\uff08NRZ\u304b\u3089PAM4\u3078\u306e\u79fb\u884c\u306a\u3069\uff09\u3084\u3001\u30ec\u30fc\u30b6\u30fc\u7d20\u5b501\u672c\u5f53\u305f\u308a\u306e\u4f1d\u9001\u901f\u5ea6\u306e\u5411\u4e0a\uff08100G\/\u30ec\u30fc\u30b6\u30fc\u304b\u3089200G\/\u30ec\u30fc\u30b6\u30fc\u3078\uff09\u3067\u3059\u3002\u6280\u8853\u306e\u9032\u6b69\u901f\u5ea6\u306f\u3059\u3055\u307e\u3058\u304f\u3001\u6570\u5e74\u3054\u3068\u306b\u4e3b\u529b\u88fd\u54c1\u306e\u4e16\u4ee3\u4ea4\u4ee3\u304c\u8d77\u3053\u308b\u30cf\u30a4\u30c6\u30af\u5e02\u5834\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h2><b>\u7b2c2\u7ae0\uff1a\u5e02\u5834\u898f\u6a21\u3068\u4eca\u5f8c\u306e\u5c55\u671b\uff08AI\u30d6\u30fc\u30e0\u3068\u6280\u8853\u9769\u65b0\uff09<\/b><\/h2>\n<h3><b>2.1 \u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u898f\u6a21\u306e\u63a8\u79fb\u3068\u5c06\u6765\u4e88\u6e2c<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u3001\u534a\u5c0e\u4f53\u30fb\u901a\u4fe1\u5206\u91ce\u306e\u4e2d\u3067\u3082\u7fa4\u3092\u629c\u3044\u3066\u9ad8\u3044\u6210\u9577\u7387\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u4e16\u754c\u306e\u5404\u7a2e\u4e3b\u8981\u8abf\u67fb\u6a5f\u95a2\uff08LightCounting\u3001Yole Group\u3001Fortune Business Insights\u306a\u3069\uff09\u306e\u6700\u65b0\u30c7\u30fc\u30bf\u3092\u7dcf\u5408\u3059\u308b\u3068\u3001\u5e02\u5834\u306e\u5168\u4f53\u50cf\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>2023\u301c2024\u5e74\u306e\u5e02\u5834\u898f\u6a21\uff1a<\/b><span style=\"font-weight: 400;\"> \u7d04110\u5104\u301c130\u5104\u7c73\u30c9\u30eb\uff08\u7d041.6\u5146\u301c1.9\u5146\u5186\uff09<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>2025\u301c2026\u5e74\u306e\u5e02\u5834\u898f\u6a21\uff1a<\/b><span style=\"font-weight: 400;\"> \u7d04150\u5104\u301c170\u5104\u7c73\u30c9\u30eb\uff08\u7d042.2\u5146\u301c2.5\u5146\u5186\uff09<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>2030\u5e74\u306e\u4e88\u6e2c\u5e02\u5834\u898f\u6a21\uff1a<\/b><span style=\"font-weight: 400;\"> \u7d04300\u5104\u301c400\u5104\u7c73\u30c9\u30eb\uff08\u7d044.5\u5146\u301c6.0\u5146\u5186\uff09<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u5e74\u9593\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\uff1a<\/b> <b>\u7d0413\uff05\u301c17\uff05<\/b><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">\u7279\u7b46\u3059\u3079\u304d\u306f\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u5168\u4f53\u306e\u4e2d\u3067\u3082\u300c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\uff08\u7279\u306bAI\u5411\u3051\uff09\u8d85\u9ad8\u901f\u30e2\u30b8\u30e5\u30fc\u30eb\uff08800G \/ 1.6T\u4ee5\u4e0a\uff09\u300d\u306b\u7d5e\u308b\u3068\u3001\u305d\u306e\u6210\u9577\u7387\u306f\u5e74\u738730\uff05\u3092\u8d85\u3048\u3066\u3044\u308b\u70b9\u3067\u3059\u3002\u5f93\u6765\u306e\u901a\u4fe1\u30ad\u30e3\u30ea\u30a2\uff08NTT\u3084AT&amp;T\u306a\u3069\uff09\u5411\u3051\u306e\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306f\u6bd4\u8f03\u7684\u7de9\u3084\u304b\u306a\u6210\u9577\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u307e\u3059\u304c\u3001Microsoft\u3001Google\u3001Amazon\uff08AWS\uff09\u3001Meta\u3001Apple\u3068\u3044\u3063\u305f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u5de8\u5927IT\u4f01\u696d\uff09\u306b\u3088\u308bAI\u30a4\u30f3\u30d5\u30e9\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u304c\u5e02\u5834\u5168\u4f53\u306e\u727d\u5f15\u5f79\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h3><b>2.2 \u5e02\u5834\u3092\u99c6\u52d5\u3059\u308b5\u3064\u306e\u69cb\u9020\u7684\u8981\u56e0<\/b><\/h3>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>AI\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u5927\u578b\u5316\u3068GPU\u9593\u901a\u4fe1\u306e\u6025\u5897\uff08East-West\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> \u304b\u3064\u3066\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u901a\u4fe1\u306f\u3001\u5916\u90e8\u306e\u30e6\u30fc\u30b6\u30fc\u3068\u30b5\u30fc\u30d0\u30fc\u3092\u7d50\u3076\u7e26\u65b9\u5411\uff08North-South\uff09\u306e\u901a\u4fe1\u304c\u4e3b\u6d41\u3067\u3057\u305f\u3002\u3057\u304b\u3057AI\u306e\u5206\u6563\u5b66\u7fd2\u3067\u306f\u3001\u4f55\u5343\u53f0\u3082\u306eGPU\u304c\u76f8\u4e92\u306b\u30c7\u30fc\u30bf\u3092\u3084\u308a\u53d6\u308a\u3059\u308b\u6a2a\u65b9\u5411\uff08East-West\uff09\u306e\u901a\u4fe1\u7206\u767a\u304c\u8d77\u304d\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b5\u30fc\u30d0\u30fc\u5185\u90e8\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5e2f\u57df\u8981\u6c42\u304c\u6307\u6570\u95a2\u6570\u7684\u306b\u5897\u5927\u3057\u307e\u3057\u305f\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>5G Advance \/ 6G\u304a\u3088\u3073\u5149\u30a2\u30af\u30bb\u30b9\u7db2\u306e\u62e1\u5145\uff1a<\/b><span style=\"font-weight: 400;\"> \u30e2\u30d0\u30a4\u30eb\u901a\u4fe1\u306e\u9ad8\u901f\u5316\u306b\u4f34\u3044\u3001\u57fa\u5730\u5c40\u3068\u30b3\u30a2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u7d50\u3076\u300c\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\uff0f\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u300d\u9818\u57df\u3067\u3082\u9ad8\u5bb9\u91cf\u306e\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u5c0e\u5165\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u96fb\u529b\u52b9\u7387\uff08\u7701\u96fb\u529b\u5316\uff09\u3078\u306e\u5f37\u3044\u8981\u8acb\uff1a<\/b><span style=\"font-weight: 400;\"> \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u6d88\u8cbb\u91cf\u306f\u4e16\u754c\u7684\u306a\u793e\u4f1a\u554f\u984c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4f1d\u9001\u306b\u304a\u3051\u308b\u6d88\u8cbb\u96fb\u529b\u30921\u30d3\u30c3\u30c8\u3042\u305f\u308a\u3044\u304b\u306b\u524a\u6e1b\u3067\u304d\u308b\u304b\u304c\u4f01\u696d\u306e\u751f\u547d\u7dda\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306b\u512a\u308c\u305f\u6700\u65b0\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u3078\u306e\u8cb7\u3044\u66ff\u3048\u9700\u8981\u304c\u7d76\u3048\u307e\u305b\u3093\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u9ad8\u7cbe\u7d30\u52d5\u753b\u914d\u4fe1\u306e\u65e5\u5e38\u5316\uff1a<\/b><span style=\"font-weight: 400;\"> 4K\/8K\u52d5\u753b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3001\u30af\u30e9\u30a6\u30c9\u30b2\u30fc\u30e0\u3001\u30e1\u30bf\u30d0\u30fc\u30b9\u306a\u3069\u306e\u666e\u53ca\u306b\u3088\u308a\u3001\u4e00\u822c\u7684\u306a\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u306e\u57fa\u790e\u4f53\u529b\u5e95\u4e0a\u3052\u304c\u5e38\u6642\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u81ea\u52d5\u904b\u8ee2\u30fbIoT\u30fb\u30b9\u30de\u30fc\u30c8\u30b7\u30c6\u30a3\u306e\u9032\u5c55\uff1a<\/b><span style=\"font-weight: 400;\"> \u30a8\u30c3\u30b8AI\u3084\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5236\u5fa1\u304c\u5fc5\u8981\u306a\u3042\u3089\u3086\u308b\u7523\u696d\u3067\u3001\u4f4e\u9045\u5ef6\u304b\u3064\u5927\u5bb9\u91cf\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30a4\u30f3\u30d5\u30e9\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/li>\n<\/ol>\n<h3><b>2.3 \u6280\u8853\u30c8\u30ec\u30f3\u30c9\u306e\u6700\u524d\u7dda\uff08CPO\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u3001LPO\uff09<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u696d\u754c\u3092\u7406\u89e3\u3059\u308b\u4e0a\u3067\u907f\u3051\u3066\u901a\u308c\u306a\u3044\u306e\u304c\u3001\u73fe\u5728\u9032\u884c\u5f62\u3067\u8d77\u304d\u3066\u3044\u308b3\u3064\u306e\u69cb\u9020\u7684\u6280\u8853\u9769\u65b0\u3067\u3059\u3002<\/span><\/p>\n<h4><b>\u2460 \u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\uff08Silicon Photonics\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u5f93\u6765\u306e\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u30a4\u30f3\u30b8\u30a6\u30e0\u30ea\u30f3\u306a\u3069\u306e\u5316\u5408\u7269\u534a\u5c0e\u4f53\u3067\u4f5c\u3089\u308c\u305f\u500b\u5225\u306e\u767a\u5149\u7d20\u5b50\u3084\u5149\u30ec\u30f3\u30ba\u3092\u624b\u4f5c\u696d\u306b\u8fd1\u3044\u7cbe\u5ea6\u3067\u7cbe\u5bc6\u7d44\u307f\u7acb\u3066\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306f\u3001\u5f93\u6765\u306e\u30b7\u30ea\u30b3\u30f3\u534a\u5c0e\u4f53\u88fd\u9020\u30e9\u30a4\u30f3\uff08\u5149\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\uff09\u3092\u6d3b\u7528\u3057\u3066\u3001\u30b7\u30ea\u30b3\u30f3\u57fa\u677f\u306e\u4e0a\u306b\u5149\u56de\u8def\u3084\u5c0e\u6ce2\u8def\u3092\u76f4\u63a5\u4f5c\u308a\u8fbc\u3080\u6280\u8853\u3067\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u5927\u91cf\u751f\u7523\u306b\u3088\u308b\u5927\u5e45\u306a\u30b3\u30b9\u30c8\u524a\u6e1b\u3001\u8d85\u5c0f\u578b\u5316\u3001\u9ad8\u54c1\u8cea\u5316\u304c\u53ef\u80fd\u3068\u306a\u308a\u3001\u4eca\u5f8c\u306e\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u4e3b\u6d41\u88fd\u9020\u624b\u6cd5\u3068\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u2461 LPO\uff08Linear-drive Pluggable Optics\uff1a\u30ea\u30cb\u30a2\u30c9\u30e9\u30a4\u30d6\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u901a\u5e38\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5185\u90e8\u306b\u306f\u3001\u4fe1\u53f7\u6ce2\u5f62\u3092\u6574\u3048\u308b\u305f\u3081\u306b\u300cDSP\uff08\u30c7\u30b8\u30bf\u30eb\u4fe1\u53f7\u51e6\u7406IC\uff09\u300d\u304c\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306eDSP\u306f\u6d88\u8cbb\u96fb\u529b\u304c\u5927\u304d\u304f\u3001\u767a\u71b1\u3084\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u8981\u56e0\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">LPO\u306f\u3001\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u5185\u306eDSP\u3092\u7701\u304d\u3001\u30b5\u30fc\u30d0\u30fc\u57fa\u677f\u5074\u306e\u30e1\u30a4\u30f3IC\uff08\u30b9\u30a4\u30c3\u30c1\u30c1\u30c3\u30d7\uff09\u304b\u3089\u76f4\u63a5\u30ea\u30cb\u30a2\uff08\u7dda\u5f62\uff09\u4fe1\u53f7\u3092\u9001\u308a\u8fbc\u3080\u6280\u8853\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u306e<\/span><b>\u6d88\u8cbb\u96fb\u529b\u3092\u7d0450\uff05\u524a\u6e1b\u3001\u9045\u5ef6\u3092\u5927\u5e45\u306b\u77ed\u7e2e<\/b><span style=\"font-weight: 400;\">\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u2462 CPO\uff08Co-Packaged Optics\uff1a\u30b3\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u7a76\u6975\u306e\u9032\u5316\u7cfb\u3068\u547c\u3070\u308c\u308b\u306e\u304c\u300cCPO\u300d\u3067\u3059\u3002\u5f93\u6765\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u306e\u524d\u9762\u30d1\u30cd\u30eb\uff08\u5dee\u3057\u8fbc\u307f\u53e3\uff09\u306b\u30ab\u30c1\u30c3\u3068\u633f\u5165\u3059\u308b\u300c\u7740\u8131\u5f0f\uff08Pluggable\uff09\u300d\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u30011.6T\u30843.2T\u3068\u3044\u3046\u8d85\u9ad8\u901f\u306e\u57df\u306b\u5165\u308b\u3068\u3001\u524d\u9762\u30d1\u30cd\u30eb\u304b\u3089\u4e2d\u592e\u306e\u6f14\u7b97IC\uff08GPU\u3084\u30b9\u30a4\u30c3\u30c1\uff09\u307e\u3067\u306e\u57fa\u677f\u4e0a\u306e\u9285\u7dda\u8ddd\u96e2\uff08\u6570\u5341\u30bb\u30f3\u30c1\uff09\u3059\u3089\u3082\u96fb\u6c17\u30ed\u30b9\u3068\u30ce\u30a4\u30ba\u306e\u5927\u304d\u306a\u539f\u56e0\u306b\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CPO\u3067\u306f\u3001\u6f14\u7b97\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u3068\u5149\u5909\u63db\u30a8\u30f3\u30b8\u30f3\u3092\u300c\u540c\u3058\u57fa\u677f\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u4e0a\u300d\u306b\u5bc6\u7740\u3055\u305b\u3066\u5c01\u6b62\uff08\u540c\u5c45\uff09\u3057\u307e\u3059\u3002\u57fa\u677f\u4e0a\u306e\u914d\u7dda\u8ddd\u96e2\u3092\u6570\u30df\u30ea\u301c\u6570\u30bb\u30f3\u30c1\u30ec\u30d9\u30eb\u306b\u6975\u5c0f\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4f1d\u9001\u640d\u5931\u3092\u6fc0\u6e1b\u3055\u305b\u3001\u7701\u96fb\u529b\u5316\u306e\u58c1\u3092\u7834\u308b\u6b21\u4e16\u4ee3\u6280\u8853\u3068\u3057\u3066NVIDIA\u3084Broadcom\u306a\u3069\u304c\u958b\u767a\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/span><\/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?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\"><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><b>\u7b2c3\u7ae0\uff1a\u56fd\u5185\u5916\u306e\u6ce8\u76ee\u3055\u308c\u308b\u95a2\u9023\u9298\u67c4\uff08\u4f01\u696d\u5206\u6790\uff09<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u7523\u696d\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306f\u3001<\/span><b>\u300c\u2460\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u5b8c\u6210\u54c1\u30e1\u30fc\u30ab\u30fc\u300d\u300c\u2461\u5149\u534a\u5c0e\u4f53\u30fbDSP\u30e1\u30fc\u30ab\u30fc\u300d\u300c\u2462\u5149\u5b66\u90e8\u54c1\u30fb\u57fa\u677f\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u300d\u300c\u2463\u691c\u67fb\u6a5f\u5668\u30fb\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u300d<\/b><span style=\"font-weight: 400;\">\u3068\u3044\u3046\u591a\u5c64\u7684\u306a\u69cb\u9020\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u62bc\u3055\u3048\u3066\u304a\u304f\u3079\u304d\u4ee3\u8868\u7684\u306a\u65e5\u7c73\u4e2d\u306e\u6ce8\u76ee\u4f01\u696d\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/span><\/p>\n<h3><b>3.1 \u6d77\u5916\u306e\u6ce8\u76ee\u9298\u67c4\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ea\u30fc\u30c0\u30fc\uff09<\/b><\/h3>\n<h4><b>\u3010Coherent Corp.\uff08\u30b3\u30d2\u30ec\u30f3\u30c8\uff09\u3011\uff08\u7c73\u56fd\uff1aCOHR\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u65e7II-VI\uff08\u30c9\u30a5\u30fc\u30fb\u30b7\u30c3\u30af\u30b9\uff09\u304c\u5149\u90e8\u54c1\u5927\u624b\u30b3\u30d2\u30ec\u30f3\u30c8\u3092\u8cb7\u53ce\u3057\u3066\u8a95\u751f\u3057\u305f\u4e16\u754c\u6700\u5927\u7d1a\u306e\u5782\u76f4\u7d71\u5408\u578b\u5149\u5149\u5b66\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u4f01\u696d\u3067\u3059\u3002\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5b8c\u6210\u54c1\u5e02\u5834\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u30b7\u30a7\u30a2\u3092\u8a87\u308a\u3001\u5185\u90e8\u306e\u30ec\u30fc\u30b6\u30fc\u7d20\u5b50\uff08EML\u3084VCSEL\uff09\u304b\u3089\u7d50\u6676\u6750\u6599\u3001\u5149\u5b66\u90e8\u54c1\u307e\u3067\u3092\u81ea\u793e\u3067\u4e00\u8cab\u751f\u7523\u3067\u304d\u308b\u5727\u5012\u7684\u306a\u5f37\u307f\u3092\u6301\u3061\u307e\u3059\u3002AI\u5411\u3051800G\/1.6T\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u672c\u683c\u62e1\u5927\u3067\u6700\u5927\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u4f01\u696d\u306e\u4e00\u3064\u3067\u3059\u3002<\/span><\/p>\n<h4><b>\u3010InnoLight Technology\uff08\u4e2d\u969b\u65ed\u5275\uff09\u3011\uff08\u4e2d\u56fd\uff1a300308\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u4e2d\u56fd\u306e\u6df1\u30bb\u30f3\/\u4e0a\u6d77\u5e02\u5834\u306b\u4e0a\u5834\u3057\u3066\u3044\u308b\u3001\u4e16\u754c\u6700\u5927\u7d1a\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3059\u3002Google\u3084Microsoft\u306a\u3069\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5411\u3051\u306b\u5727\u5012\u7684\u306a\u30b7\u30a7\u30a2\u3092\u6301\u3061\u3001\u4e16\u754c\u306b\u5148\u99c6\u3051\u3066800G\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u5927\u91cf\u51fa\u8377\u3092\u6210\u529f\u3055\u305b\u307e\u3057\u305f\u3002\u5727\u5012\u7684\u306a\u751f\u7523\u30b9\u30b1\u30fc\u30eb\u3068\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u3001\u958b\u767a\u30b9\u30d4\u30fc\u30c9\u3092\u6b66\u5668\u306b\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u3010Broadcom Inc.\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u3011\uff08\u7c73\u56fd\uff1aAVGO\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u901a\u4fe1\u7528\u534a\u5c0e\u4f53\u4e16\u754c\u6700\u5927\u624b\u3002\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5185\u90e8\u3067\u4e0d\u53ef\u6b20\u306a\u300cDSP\uff08\u4fe1\u53f7\u51e6\u7406IC\uff09\u300d\u3067\u5727\u5012\u7684\u30b7\u30a7\u30a2\u3092\u4fdd\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u6b21\u4e16\u4ee3\u306eCPO\uff08Co-Packaged Optics\uff09\u6280\u8853\u3084\u3001\u5149\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u7d71\u5408\u3057\u305f\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30b9\u30a4\u30c3\u30c1\u30c1\u30c3\u30d7\uff08Tomahawk\u30b7\u30ea\u30fc\u30ba\uff09\u5e02\u5834\u3092\u72ec\u5360\u7684\u306b\u727d\u5f15\u3057\u3066\u304a\u308a\u3001\u5149\u901a\u4fe1\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u3092\u652f\u914d\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u306e\u5de8\u982d\u3067\u3059\u3002<\/span><\/p>\n<h4><b>\u3010Lumentum Holdings Inc.\uff08\u30eb\u30e1\u30f3\u30bf\u30e0\uff09\u3011\uff08\u7c73\u56fd\uff1aLITE\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u9ad8\u6027\u80fd\u306a\u30ec\u30fc\u30b6\u30fc\u5149\u6e90\uff08EML\u7d20\u5b50\u306a\u3069\uff09\u3084\u5149\u5149\u5b66\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u4e16\u754c\u7684\u30ea\u30fc\u30c0\u30fc\u3067\u3059\u3002\u81ea\u793e\u3067\u5b8c\u6210\u54c1\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u4f5c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u7af6\u5408\u3059\u308b\u30e2\u30b8\u30e5\u30fc\u30eb\u30e1\u30fc\u30ab\u30fc\u306b\u5bfe\u3057\u3066\u3082\u9ad8\u6027\u80fd\u306a\u30ec\u30fc\u30b6\u30fc\u30c1\u30c3\u30d7\u3092\u4f9b\u7d66\u3059\u308b\u300c\u9ed2\u5e55\u7684\u300d\u5b58\u5728\u3067\u3042\u308a\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u8d85\u9ad8\u901f\u5316\u306b\u4e0d\u53ef\u6b20\u306a\u5149\u6e90\u6280\u8853\u3092\u63e1\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u3010Cisco Systems \/ Acacia Communications\u3011\uff08\u7c73\u56fd\uff1aCSCO\uff09<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u6700\u5927\u624b\u306e\u30b7\u30b9\u30b3\u30b7\u30b9\u30c6\u30e0\u30ba\u306f\u3001\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u5149\u901a\u4fe1\u6280\u8853\u306e\u30d1\u30a4\u30aa\u30cb\u30a2\u3067\u3042\u308bAcacia Communications\u3092\u8cb7\u53ce\u3002\u81ea\u793e\u306e\u30eb\u30fc\u30bf\u30fc\u3084\u30b9\u30a4\u30c3\u30c1\u306b\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u6280\u8853\u3092\u76f4\u63a5\u878d\u5408\u3055\u305b\u308b\u6226\u7565\u3092\u9032\u3081\u3066\u304a\u308a\u3001\u90fd\u5e02\u9593\u901a\u4fe1\u3084\u8d85\u9577\u8ddd\u96e2\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u63a5\u7d9a\u9818\u57df\u3067\u9ad8\u3044\u5b58\u5728\u611f\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h3><b>3.2 \u56fd\u5185\u306e\u6ce8\u76ee\u9298\u67c4\uff08\u65e5\u672c\u306e\u5f37\u307f\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\uff09<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u300c\u65e5\u672c\u306b\u306f\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u5b8c\u6210\u54c1\u30d6\u30e9\u30f3\u30c9\u304c\u3042\u307e\u308a\u8868\u306b\u51fa\u3066\u3053\u306a\u3044\u300d\u3068\u601d\u308f\u308c\u304c\u3061\u3067\u3059\u304c\u3001\u5b9f\u306f\u30e2\u30b8\u30e5\u30fc\u30eb\u5185\u90e8\u306b\u4f7f\u308f\u308c\u308b**\u300c\u8d85\u7cbe\u5bc6\u306a\u90e8\u6750\u30fb\u6750\u6599\u300d\u300c\u5149\u6e90\u7528\u534a\u5c0e\u4f53\u300d\u300c\u691c\u67fb\u30fb\u6e2c\u5b9a\u88c5\u7f6e\u300d**\u306b\u304a\u3044\u3066\u3001\u65e5\u672c\u4f01\u696d\u306f\u4e16\u754c\u30b7\u30a7\u30a2\u3092\u72ec\u5360\u3059\u308b\u5206\u91ce\u3092\u6570\u591a\u304f\u62b1\u3048\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<table>\n<thead>\n<tr>\n<th>\n<p><span style=\"font-weight: 400;\">\u4f01\u696d\u540d\uff08\u8a3c\u5238\u30b3\u30fc\u30c9\uff09<\/span><\/p>\n<\/th>\n<th>\n<p><span style=\"font-weight: 400;\">\u4e3b\u529b\u9818\u57df\u30fb\u5f79\u5272<\/span><\/p>\n<\/th>\n<th>\n<p><span style=\"font-weight: 400;\">\u7279\u5fb4\u3068\u7af6\u4e89\u512a\u4f4d\u6027<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\n<p><b>\u53e4\u6cb3\u96fb\u6c17\u5de5\u696d (5801)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30fb\u5149\u534a\u5c0e\u4f53\u30ec\u30fc\u30b6\u30fc<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u96fb\u7dda\u5fa1\u4e09\u5bb6\u306e\u4e00\u89d2\u3002\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u9001\u4fe1\u90e8\u306b\u4e0d\u53ef\u6b20\u306a\u300cInP\uff08\u30a4\u30f3\u30b8\u30a6\u30e0\u30ea\u30f3\uff09\u7cfb\u30ec\u30fc\u30b6\u30fc\u5149\u6e90\uff08InP-LD\uff09\u300d\u3067\u4e16\u754c\u6700\u9ad8\u6c34\u6e96\u306e\u6280\u8853\u529b\u3068\u9ad8\u3044\u30b7\u30a7\u30a2\u3092\u8a87\u308b\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u4f4f\u53cb\u96fb\u6c17\u5de5\u696d (5802)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u30c7\u30d0\u30a4\u30b9\u30fb\u5316\u5408\u7269\u534a\u5c0e\u4f53<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u6280\u8853\u306b\u52a0\u3048\u3001\u5b50\u4f1a\u793e\u306e\u4f4f\u53cb\u96fb\u5de5\u30c7\u30d0\u30a4\u30b9\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u8d85\u9ad8\u901f\u5149\u901a\u4fe1\u7528\u30c7\u30d0\u30a4\u30b9\u3084GaN\/InP\u7b49\u306e\u5316\u5408\u7269\u534a\u5c0e\u4f53\u57fa\u677f\u3092\u4f9b\u7d66\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u30d5\u30b8\u30af\u30e9 (5803)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30fb\u7d30\u5f84\u591a\u5fc3\u5149\u30b1\u30fc\u30d6\u30eb<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u8d85\u9ad8\u5bc6\u5ea6\u5149\u8d85\u591a\u5fc3\u30b1\u30fc\u30d6\u30eb\uff08SWR\/WTC\uff09\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u90e8\u914d\u7dda\u306e\u5727\u5012\u7684\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3002\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u3068\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u3064\u306a\u3050\u914d\u7dda\u7db2\u306e\u7d76\u5bfe\u738b\u8005\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u30d5\u30a7\u30ed\u30fc\u30c6\u30c3\u30af\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9 (6890)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u30b5\u30fc\u30e2\u30e2\u30b8\u30e5\u30fc\u30eb\uff08\u30da\u30eb\u30c1\u30a7\u7d20\u5b50\uff09<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5185\u90e8\u306e\u30ec\u30fc\u30b6\u30fc\u767a\u5149\u7d20\u5b50\u306f\u71b1\u306b\u5f31\u304f\u3001\u6e29\u5ea6\u304c\u4e0a\u304c\u308b\u3068\u6ce2\u9577\u304c\u30ba\u30ec\u308b\u3002\u540c\u793e\u306e\u8d85\u5c0f\u578b\u300c\u30da\u30eb\u30c1\u30a7\u7d20\u5b50\u300d\u306f\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u5411\u3051\u51b7\u5374\u7528\u9014\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u904e\u534a\u3092\u5360\u3081\u308b\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u30c7\u30af\u30bb\u30ea\u30a2\u30eb\u30ba (4980)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u5b66\u7528\u63a5\u7740\u5264\u30fb\u7570\u65b9\u6027\u5c0e\u96fb\u819c<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u30ca\u30ce\u30ec\u30d9\u30eb\u306e\u7cbe\u5bc6\u52a0\u5de5\u30fb\u5316\u5b66\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3002\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u5185\u90e8\u306e\u30ec\u30f3\u30ba\u3084\u53d7\u5149\u7d20\u5b50\u3092\u71b1\u6b6a\u307f\u306a\u304f\u8d85\u7cbe\u5bc6\u56fa\u5b9a\u3059\u308b\u300c\u7cbe\u5bc6\u5149\u5b66\u63a5\u7740\u5264\u300d\u3067\u6975\u3081\u3066\u9ad8\u3044\u30b7\u30a7\u30a2\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>santec Holdings (6777)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u6ce2\u9577\u53ef\u5909\u30ec\u30fc\u30b6\u30fc\u30fb\u5149\u6e2c\u5b9a\u5668<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u901a\u4fe1\u6a5f\u5668\u306e\u88fd\u9020\u30fb\u958b\u767a\u30d7\u30ed\u30bb\u30b9\u3067\u5fc5\u9808\u3068\u306a\u308b\u300c\u5149\u6e2c\u5b9a\u5668\u300d\u3084\u6ce2\u9577\u53ef\u5909\u5149\u6e90\u3067\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u9ad8\u30b7\u30a7\u30a2\u3092\u6301\u3064\u5c02\u9580\u30e1\u30fc\u30ab\u30fc\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u30a2\u30f3\u30ea\u30c4 (6754)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u901a\u4fe1\u7528\u8a08\u6e2c\u5668<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">800G\u30841.6T\u3068\u3044\u3063\u305f\u8d85\u9ad8\u901f\u8d85\u9ad8\u54c1\u8cea\u306a\u4fe1\u53f7\u6ce2\u5f62\u3092\u8a08\u6e2c\u30fb\u691c\u67fb\u3059\u308bBERT\uff08\u8aa4\u308a\u7387\u6e2c\u5b9a\u5668\uff09\u306a\u3069\u306e\u6e2c\u5b9a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><b>\u30aa\u30d7\u30c8\u30e9\u30f3 (6235)<\/b><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u5b66\u8584\u819c\u6210\u819c\u88c5\u7f6e<\/span><\/p>\n<\/td>\n<td>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5185\u90e8\u3067\u7279\u5b9a\u306e\u6ce2\u9577\u3060\u3051\u3092\u901a\u3059\u6ce2\u9577\u591a\u91cd\uff08WDM\uff09\u7528\u5149\u5b66\u30d5\u30a3\u30eb\u30bf\u30fc\u7b49\u3092\u88fd\u9020\u3059\u308b\u305f\u3081\u306e\u30b9\u30d1\u30c3\u30bf\u30ea\u30f3\u30b0\u30fb\u771f\u7a7a\u84b8\u7740\u88c5\u7f6e\u3067\u4e16\u754c\u3092\u30ea\u30fc\u30c9\u3002<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">\u6295\u8cc7\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u6700\u7d42\u88fd\u54c1\u306e\u30e1\u30fc\u30ab\u30fc\uff08\u4fa1\u683c\u7af6\u4e89\u306b\u6652\u3055\u308c\u3084\u3059\u3044\uff09\u3060\u3051\u3067\u306a\u304f\u3001**\u300c\u3069\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u30e1\u30fc\u30ab\u30fc\u304c\u52dd\u3063\u3066\u3082\u3001\u69cb\u9020\u7684\u306b\u8cb7\u308f\u3056\u308b\u3092\u5f97\u306a\u3044\u90e8\u6750\u3084\u88c5\u7f6e\u3092\u4f5c\u3063\u3066\u3044\u308b\u65e5\u672c\u306e\u9ed2\u8863\uff08\u304f\u308d\u3053\uff09\u4f01\u696d\u300d**\u306b\u6ce8\u76ee\u3059\u308b\u3053\u3068\u304c\u975e\u5e38\u306b\u6709\u52b9\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\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=article&amp;utm_medium=cta&amp;utm_content=ueoka\" 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><b>\u7b2c4\u7ae0\uff1a\u521d\u5fc3\u8005\u3067\u3082\u308f\u304b\u308b\u91d1\u878d\u30fb\u6295\u8cc7\u77e5\u8b58\u306e\u91cd\u8981\u6027<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">\u3053\u3053\u307e\u3067\u300c\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u300d\u3068\u3044\u3046\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6700\u524d\u7dda\u3068\u95a2\u9023\u4f01\u696d\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u89e3\u8aac\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3069\u308c\u307b\u3069\u6709\u671b\u306a\u30c6\u30fc\u30de\u3084\u6280\u8853\u3092\u77e5\u3063\u305f\u3068\u3057\u3066\u3082\u3001**\u300c\u9069\u5207\u306a\u91d1\u878d\u30fb\u6295\u8cc7\u306e\u77e5\u8b58\u300d**\u304c\u306a\u3051\u308c\u3070\u3001\u305d\u308c\u3092\u8cc7\u7523\u5f62\u6210\u3084\u5229\u76ca\u306b\u7d50\u3073\u3064\u3051\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u672c\u7ae0\u3067\u306f\u3001\u521d\u5fc3\u8005\u306b\u5411\u3051\u3066\u6295\u8cc7\u306e\u57fa\u790e\u6982\u5ff5\u3068\u3001\u30c6\u30fc\u30de\u682a\u6295\u8cc7\u3068\u306e\u4ed8\u304d\u5408\u3044\u65b9\u3092\u4f53\u7cfb\u7684\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/span><\/p>\n<h3><b>4.1 \u306a\u305c\u4eca\u3001\u500b\u4eba\u306b\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u304c\u4e0d\u53ef\u6b20\u306a\u306e\u304b\uff1f<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u304b\u3064\u3066\u306e\u65e5\u672c\u3067\u306f\u3001\u9280\u884c\u306b\u9810\u91d1\u3057\u3066\u304a\u304f\u3060\u3051\u3067\u5e74\u6570\uff05\u306e\u5229\u606f\u304c\u3064\u304d\u3001\u5b9a\u5e74\u5f8c\u306f\u624b\u539a\u3044\u516c\u7684\u5e74\u91d1\u3068\u9000\u8077\u91d1\u3067\u8001\u5f8c\u3092\u904e\u3054\u3059\u3053\u3068\u304c\u53ef\u80fd\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u73fe\u4ee3\u306f\u72b6\u6cc1\u304c\u6fc0\u5909\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u30a4\u30f3\u30d5\u30ec\u306b\u3088\u308b\u300c\u9759\u304b\u306a\u8cc7\u7523\u76ee\u6e1b\u308a\u300d\uff1a<\/b><span style=\"font-weight: 400;\"> \u7269\u4fa1\u304c\u4e0a\u6607\uff08\u30a4\u30f3\u30d5\u30ec\uff09\u3059\u308b\u5c40\u9762\u3067\u306f\u3001\u91d1\u5229\u306e\u4f4e\u3044\u73fe\u91d1\u30fb\u9810\u91d1\u306e\u4fa1\u5024\u306f\u5b9f\u8cea\u7684\u306b\u76ee\u6e1b\u308a\u3057\u7d9a\u3051\u307e\u3059\u3002\u8cc7\u7523\u3092\u5b88\u308b\u305f\u3081\u306b\u306f\u300c\u30a4\u30f3\u30d5\u30ec\u7387\u4ee5\u4e0a\u306e\u5229\u56de\u308a\u3067\u8cc7\u7523\u3092\u5897\u3084\u3059\u300d\u3053\u3068\u304c\u5fc5\u9808\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u4eba\u751f100\u5e74\u6642\u4ee3\u3068\u81ea\u5f8b\u7684\u306a\u8cc7\u7523\u5f62\u6210\uff1a<\/b><span style=\"font-weight: 400;\"> \u65b0NISA\uff08\u5c11\u984d\u6295\u8cc7\u975e\u8ab2\u7a0e\u5236\u5ea6\uff09\u306e\u62e1\u5145\u306b\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u3001\u56fd\u3082\u300c\u8caf\u84c4\u304b\u3089\u6295\u8cc7\u3078\u300d\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u5f37\u304f\u5f8c\u62bc\u3057\u3057\u3066\u304a\u308a\u3001\u500b\u4eba\u304c\u81ea\u5206\u3067\u8cc7\u7523\u3092\u904b\u7528\u30fb\u7ba1\u7406\u3059\u308b\u30ea\u30c6\u30e9\u30b7\u30fc\u3092\u6301\u3064\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u306a\u6642\u4ee3\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/span><\/li>\n<\/ul>\n<h3><b>4.2 \u30c6\u30fc\u30de\u682a\u6295\u8cc7\uff08\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u7b49\uff09\u306e\u9b45\u529b\u3068\u30ea\u30b9\u30af\u7ba1\u7406<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u300c\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u300d\u3084\u300c\u751f\u6210AI\u300d\u306e\u3088\u3046\u306a\u8a71\u984c\u306e\u6700\u65b0\u6280\u8853\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u3092\u3001\u682a\u5f0f\u6295\u8cc7\u306e\u4e16\u754c\u3067\u306f**\u300c\u30c6\u30fc\u30de\u682a\u6295\u8cc7\u300d**\u3068\u547c\u3073\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u30c6\u30fc\u30de\u682a\u6295\u8cc7\u306e\u30e1\u30ea\u30c3\u30c8<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u6642\u4ee3\u306e\u5927\u304d\u306a\u6ce2\u306b\u4e57\u3063\u3066\u3044\u308b\u4f01\u696d\u306b\u6295\u8cc7\u3059\u308b\u305f\u3081\u3001\u4f01\u696d\u306e\u696d\u7e3e\u62e1\u5927\uff08\u58f2\u4e0a\u30fb\u5229\u76ca\u306e\u6025\u6210\u9577\uff09\u306b\u76f4\u7d50\u3057\u3084\u3059\u304f\u3001\u77ed\u671f\u301c\u4e2d\u9577\u671f\u3067\u5e02\u5834\u5e73\u5747\uff08TOPIX\u3084S&amp;P500\u306a\u3069\uff09\u3092\u5927\u304d\u304f\u4e0a\u56de\u308b\u30ea\u30bf\u30fc\u30f3\uff08\u30a2\u30eb\u30d5\u30a1\uff09\u3092\u5f97\u3089\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u30c6\u30fc\u30de\u682a\u6295\u8cc7\u306e\u30ea\u30b9\u30af\u3068\u6ce8\u610f\u70b9<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u4e00\u65b9\u3067\u3001\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u3082\u6700\u3082\u8b66\u6212\u3059\u3079\u304d\u306a\u306e\u304c**\u300c\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u4fa1\u683c\u5909\u52d5\u5e45\uff09\u306e\u5927\u304d\u3055\u300d**\u3068**\u300c\u904e\u5270\u306a\u671f\u5f85\u306e\u7e54\u308a\u8fbc\u307f\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u5272\u9ad8\u611f\uff09\u300d**\u3067\u3059\u3002<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u671f\u5f85\u5148\u884c\u306b\u3088\u308b\u682a\u4fa1\u306e\u6025\u4e71\u9ad8\u4e0b\uff1a<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">\u300cAI\u9700\u8981\u3067\u5149\u30e2\u30b8\u30e5\u30fc\u30eb\u304c\u58f2\u308c\u308b\u300d\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30b9\u304c\u5e83\u307e\u308b\u3068\u3001\u307e\u3060\u5b9f\u969b\u306e\u5229\u76ca\u304c\u51fa\u3066\u3044\u306a\u3044\u6bb5\u968e\u304b\u3089\u682a\u4fa1\u304c\u4f55\u500d\u306b\u3082\u8df3\u306d\u4e0a\u304c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4e00\u6642\u7684\u306a\u6c7a\u7b97\u306e\u920d\u5316\u3084\u9700\u8981\u306e\u8c37\u9593\uff08\u30a8\u30a2\u30dd\u30b1\u30c3\u30c8\uff09\u304c\u8a2a\u308c\u308b\u3068\u3001\u682a\u4fa1\u304c\u534a\u5024\u4ee5\u4e0b\u306b\u6025\u843d\u3059\u308b\u30ea\u30b9\u30af\u3092\u4f34\u3044\u307e\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u6280\u8853\u306e\u9673\u8150\u5316\u30ea\u30b9\u30af\uff1a<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">\u30cf\u30a4\u30c6\u30af\u696d\u754c\u306e\u9032\u5316\u306f\u6975\u3081\u3066\u65e9\u3044\u3067\u3059\u3002\u4eca\u65e5800G\u3067\u696d\u754c\u3092\u5236\u8987\u3057\u3066\u3044\u308b\u4f01\u696d\u304c\u30011.6T\u3084CPO\u306e\u6ce2\u306b\u4e57\u308a\u9045\u308c\u308b\u3068\u3001\u308f\u305a\u304b2\u301c3\u5e74\u3067\u30b7\u30a7\u30a2\u3092\u596a\u308f\u308c\u308b\u5371\u967a\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/span><\/li>\n<\/ol>\n<h3><b>4.3 \u6295\u8cc7\u521d\u5fc3\u8005\u304c\u8eab\u306b\u3064\u3051\u308b\u3079\u304d\u300c\u57fa\u672c\u30a2\u30d7\u30ed\u30fc\u30c1\u300d<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u95a2\u5fc3\u304b\u3089\u6295\u8cc7\u3092\u59cb\u3081\u308b\u969b\u3001\u5931\u6557\u3092\u9632\u3050\u305f\u3081\u306e3\u3064\u306e\u30b4\u30fc\u30eb\u30c7\u30f3\u30eb\u30fc\u30eb\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/span><\/p>\n<h4><b>\u2460 \u300c\u30b3\u30a2\u30fb\u30b5\u30c6\u30e9\u30a4\u30c8\u6226\u7565\u300d\u3092\u5fb9\u5e95\u3059\u308b<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u8cc7\u7523\u306e\u5168\u984d\u3092\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u95a2\u9023\u306e\u500b\u5225\u682a\u306b\u6295\u5165\u3059\u308b\u306e\u306f\u30ae\u30e3\u30f3\u30d6\u30eb\u306b\u8fd1\u304f\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u8cc7\u7523\u5f62\u6210\u306e\u571f\u53f0\u3068\u306a\u308b**\u300c\u30b3\u30a2\uff08\u4e2d\u6838\uff09\u300d**\u306b\u306f\u3001\u4e16\u754c\u4e2d\u306e\u4f01\u696d\u306b\u5206\u6563\u6295\u8cc7\u3059\u308b\u30aa\u30eb\u30ab\u30f3\uff08\u5168\u4e16\u754c\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\uff09\u3084S&amp;P500\u30d5\u30a1\u30f3\u30c9\u306a\u3069\u30928\u301c9\u5272\u914d\u7f6e\u3057\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u305d\u3057\u3066\u3001\u4f59\u5270\u8cc7\u91d1\u306e1\u301c2\u5272\u3068\u3044\u3046**\u300c\u30b5\u30c6\u30e9\u30a4\u30c8\uff08\u885b\u661f\uff09\u300d**\u306e\u7bc4\u56f2\u5185\u3067\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306a\u3069\u306e\u30c6\u30fc\u30de\u682a\u3084\u500b\u5225\u4f01\u696d\u3078\u306e\u6295\u8cc7\u3092\u697d\u3057\u3080\u306e\u304c\u3001\u30ea\u30b9\u30af\u3092\u6975\u9650\u307e\u3067\u6291\u3048\u305f\u30b9\u30de\u30fc\u30c8\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3059\u3002<\/span><\/p>\n<h4><b>\u2461 \u4f01\u696d\u306e\u8ca1\u52d9\uff08\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\uff09\u3092\u78ba\u8a8d\u3059\u308b\u7fd2\u6163\u3092\u3064\u3051\u308b<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u30c6\u30fc\u30de\u306e\u8a71\u984c\u6027\u3060\u3051\u3067\u682a\u3092\u8cb7\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u6700\u4f4e\u9650\u4ee5\u4e0b\u306e\u6570\u5b57\u3092\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\uff1a<\/b><span style=\"font-weight: 400;\"> \u682a\u4fa1\u304c\u4f01\u696d\u306e\u7a3c\u3050\u5229\u76ca\u306b\u5bfe\u3057\u3066\u5272\u9ad8\u304b\u5272\u5b89\u304b\u3092\u793a\u3059\u6307\u6a19\u3002\u300c\u5922\u300d\u3060\u3051\u304c\u81a8\u3089\u3093\u3067PER\u304c100\u500d\u3092\u8d85\u3048\u3066\u3044\u308b\u3088\u3046\u306a\u4f01\u696d\u306f\u3001\u6c7a\u7b97\u304c\u5c11\u3057\u3067\u3082\u671f\u5f85\u5916\u308c\u3060\u3068\u66b4\u843d\u3057\u3084\u3059\u3044\u3067\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u58f2\u4e0a\u9ad8\u55b6\u696d\u5229\u76ca\u7387\uff1a<\/b><span style=\"font-weight: 400;\"> \u4f01\u696d\u304c\u672c\u696d\u3067\u3069\u308c\u3060\u3051\u52b9\u7387\u3088\u304f\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u308b\u304b\u3002\u72ec\u81ea\u306e\u6280\u8853\u529b\uff08\u30b9\u30c8\u30ed\u30f3\u30b0\u30fb\u30e2\u30fc\u30c8\uff09\u3092\u6301\u3064\u4f01\u696d\u306f\u9ad8\u3044\u5229\u76ca\u7387\uff0820\uff05\u4ee5\u4e0a\u306a\u3069\uff09\u3092\u7dad\u6301\u3067\u304d\u307e\u3059\u3002<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u81ea\u5df1\u8cc7\u672c\u6bd4\u7387\u30fb\u6709\u5229\u5b50\u8ca0\u50b5\uff1a<\/b><span style=\"font-weight: 400;\"> \u8ca1\u52d9\u304c\u5065\u5168\u3067\u3001\u91d1\u5229\u4e0a\u6607\u3084\u666f\u6c17\u5f8c\u9000\u671f\u304c\u6765\u3066\u3082\u8010\u3048\u3089\u308c\u308b\u304b\u3002<\/span><\/li>\n<\/ul>\n<h4><b>\u2462 \u666f\u6c17\u30b5\u30a4\u30af\u30eb\u3068\u300c\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u300d\u3092\u7406\u89e3\u3059\u308b<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">\u534a\u5c0e\u4f53\u3084\u5149\u901a\u4fe1\u306e\u696d\u754c\u306b\u306f\u3001\u6570\u5e74\u5468\u671f\u3067\u597d\u6cc1\u3068\u4e0d\u6cc1\u3092\u7e70\u308a\u8fd4\u3059\u300c\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u300d\u304c\u5b58\u5728\u3057\u307e\u3059\u3002\u9700\u8981\u304c\u4f9b\u7d66\u3092\u8d85\u3048\u3066\u88fd\u54c1\u4e0d\u8db3\uff08\u597d\u6cc1\uff09\u306b\u306a\u308b\u3068\u3001\u4f01\u696d\u306f\u5de5\u5834\u3092\u5897\u8a2d\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5897\u8a2d\u3055\u308c\u305f\u5de5\u5834\u304c\u7a3c\u50cd\u3057\u59cb\u3081\u308b\u9803\u306b\u306f\u9700\u8981\u304c\u4e00\u5de1\u3057\u3001\u88fd\u54c1\u4f59\u308a\uff08\u4e0d\u6cc1\u30fb\u5728\u5eab\u8abf\u6574\uff09\u306b\u9665\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u682a\u4fa1\u306f\u5b9f\u4f53\u7d4c\u6e08\u306e\u6570\u30f6\u6708\u301c1\u5e74\u5148\u3092\u8d70\u308b\u305f\u3081\u3001\u300c\u4eca\u696d\u7e3e\u304c\u6700\u9ad8\u306b\u826f\u3044\u6642\u300d\u304c\u682a\u4fa1\u306e\u5929\u4e95\u306b\u306a\u308a\u3084\u3059\u3044\u3068\u3044\u3046\u30cf\u30a4\u30c6\u30af\u682a\u7279\u6709\u306e\u6027\u8cea\u3092\u7406\u89e3\u3057\u3066\u304a\u304f\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/span><\/p>\n<h2><b>\u7b2c5\u7ae0\uff1a\u307e\u3068\u3081\u301c\u672a\u6765\u3092\u898b\u901a\u3059\u773c\u3092\u990a\u3046\u305f\u3081\u306b\u301c<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306f\u3001\u4e00\u898b\u3059\u308b\u3068\u5730\u5473\u306a\u91d1\u5c5e\u306e\u5c0f\u3055\u306a\u90e8\u54c1\u306b\u898b\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u305d\u306e\u5185\u90e8\u306b\u306f\u3001\u4eba\u985e\u304c\u57f9\u3063\u3066\u304d\u305f\u7269\u7406\u5b66\u3001\u534a\u5c0e\u4f53\u5de5\u5b66\u3001\u6750\u6599\u5316\u5b66\u3001\u7cbe\u5bc6\u6a5f\u68b0\u6280\u8853\u306e\u6700\u9ad8\u5cf0\u304c\u51dd\u7e2e\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u4f55\u3088\u308a\u3001\u79c1\u305f\u3061\u304c\u65e5\u5e38\u7684\u306b\u89e6\u308c\u3066\u3044\u308bAI\u3068\u3044\u3046\u672a\u6765\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u3001\u7269\u7406\u7684\u306b\u73fe\u5b9f\u4e16\u754c\u3078\u7e4b\u304e\u6b62\u3081\u3066\u3044\u308b\u547d\u7db1\u3067\u3082\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6f6e\u6d41\uff08\u30c8\u30ec\u30f3\u30c9\uff09\u3092\u6b63\u3057\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u5358\u306b\u6559\u990a\u3068\u3057\u3066\u9762\u767d\u3044\u3060\u3051\u3067\u306a\u304f\u3001\u7d4c\u6e08\u306e\u4ed5\u7d44\u307f\u3084\u304a\u91d1\u306e\u6d41\u308c\u3092\u53ef\u8996\u5316\u3057\u3066\u304f\u308c\u307e\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u300cAI\u304c\u9032\u5316\u3059\u308b\u300d\u2192\u300c\u30c7\u30fc\u30bf\u304c\u5897\u3048\u308b\u300d\u2192\u300cGPU\u304c\u8cb7\u308f\u308c\u308b\u300d\u2192\u300cGPU\u540c\u58eb\u3092\u3064\u306a\u3050\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u8db3\u308a\u306a\u304f\u306a\u308b\u300d\u2192\u300c\u305d\u306e\u6750\u6599\u3084\u691c\u67fb\u88c5\u7f6e\u3092\u4f5c\u3063\u3066\u3044\u308b\u65e5\u672c\u4f01\u696d\u306b\u6ce8\u6587\u304c\u6bba\u5230\u3059\u308b\u300d\u2014\u2014\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u3053\u3046\u3057\u305f\u98a8\u304c\u5439\u3051\u3070\u6876\u5c4b\u304c\u5132\u304b\u308b\u7684\u306a\u300c\u7523\u696d\u306e\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\uff08\u4fa1\u5024\u306e\u9023\u9396\uff09\u300d\u3092\u89e3\u304d\u660e\u304b\u3059\u601d\u8003\u30d7\u30ed\u30bb\u30b9\u3053\u305d\u304c\u3001\u6295\u8cc7\u306e\u697d\u3057\u3055\u3067\u3042\u308a\u3001\u771f\u306e\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u3067\u3059\u3002<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u672c\u30ac\u30a4\u30c9\u3067\u5b66\u3093\u3060\u77e5\u8b58\u3092\u7b2c\u4e00\u6b69\u3068\u3057\u3066\u3001\u65e5\u3005\u306e\u30cb\u30e5\u30fc\u30b9\u306e\u88cf\u5074\u306b\u3042\u308b\u6280\u8853\u3068\u4f01\u696d\u306e\u3064\u306a\u304c\u308a\u306b\u76ee\u3092\u5411\u3051\u3001\u3054\u81ea\u8eab\u306e\u8cc7\u7523\u5f62\u6210\u3084\u30d3\u30b8\u30cd\u30b9\u306b\u6d3b\u304b\u3057\u3066\u3044\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/span><\/p>\n<div><\/div>\n<div 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