{"id":2349,"date":"2026-05-17T22:45:06","date_gmt":"2026-05-17T13:45:06","guid":{"rendered":"https:\/\/fpyamagishi.com\/?p=2349"},"modified":"2026-05-17T22:45:06","modified_gmt":"2026-05-17T13:45:06","slug":"%e4%b8%8a%e5%a0%b4%e4%bc%81%e6%a5%ad%e3%81%8c4%e5%b9%b4%e9%80%a3%e7%b6%9a%e6%9c%80%e9%ab%98%e7%9b%8a%ef%bc%81%e5%8d%8a%e5%b0%8e%e4%bd%93%e3%83%bb%e9%8a%80%e8%a1%8c10%e5%b9%b4%e3%81%ae%e8%bb%8c","status":"publish","type":"post","link":"https:\/\/fpyamagishi.com\/?p=2349","title":{"rendered":"\u4e0a\u5834\u4f01\u696d\u304c4\u5e74\u9023\u7d9a\u6700\u9ad8\u76ca\uff01\u534a\u5c0e\u4f53\u30fb\u9280\u884c10\u5e74\u306e\u8ecc\u8de1\u3068\u696d\u7e3e\u597d\u8abf\u306e\u7406\u7531\u3092\u89e3\u8aac"},"content":{"rendered":"

2025\u5e74\u5ea6\u306e\u4e0a\u5834\u4f01\u696d\u306e\u9023\u7d50\u7d14\u5229\u76ca\u304c4\u5e74\u9023\u7d9a\u3067\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u307e\u3057\u305f\u3002\u6c7a\u7b97\u767a\u8868\u6e08\u307f\u4f01\u696d\u306e\u7d047\u5272\u304c\u5897\u76ca\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u6570\u5b57\u3067\u3059\u3002\u3053\u306e\u597d\u696d\u7e3e\u3092\u727d\u5f15\u3057\u3066\u3044\u308b\u306e\u304c\u534a\u5c0e\u4f53\u95a2\u9023\u4f01\u696d<\/strong>\u3068\u5927\u624b\u9280\u884c<\/strong>\u306e2\u5927\u30bb\u30af\u30bf\u30fc\u3002\u4eca\u56de\u306fFP\u306e\u8996\u70b9\u3067\u300110\u5e74\u9593\u306e\u8ecc\u8de1\u30fb\u696d\u7e3e\u597d\u8abf\u306e\u80cc\u666f\u30fb\u305d\u3057\u3066\u534a\u5c0e\u4f53\u304c\u306a\u305c\u3053\u3053\u307e\u3067\u7d76\u597d\u8abf\u306a\u306e\u304b\u3092\u5fb9\u5e95\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n

\n\n

\ud83d\udcca \u4e0a\u5834\u4f01\u696d4\u5e74\u9023\u7d9a\u6700\u9ad8\u76ca\uff1a\u5168\u4f53\u50cf<\/h2>\n
\u6307\u6a19<\/th>\u5185\u5bb9<\/th><\/tr><\/thead>
\u6c7a\u7b97\u671f<\/td>2025\u5e743\u6708\u671f\uff082024\u5e74\u5ea6\uff09<\/td><\/tr>
\u5897\u76ca\u4f01\u696d\u306e\u5272\u5408<\/td>\u7d047\u5272<\/td><\/tr>
\u9023\u7d9a\u6700\u9ad8\u76ca<\/td>4\u5e74\u9023\u7d9a\uff08\u7d14\u5229\u76ca\u30d9\u30fc\u30b9\uff09<\/td><\/tr>
\u727d\u5f15\u30bb\u30af\u30bf\u30fc<\/td>\u534a\u5c0e\u4f53\u95a2\u9023\u30fb\u9280\u884c\u30fb\u4e0d\u52d5\u7523\u30fb\u9244\u9053<\/td><\/tr>
\u4e3b\u306a\u8ffd\u3044\u98a8<\/td>AI\u9700\u8981\u6025\u5897\u30fb\u5186\u5b89\u30fb\u91d1\u5229\u6b63\u5e38\u5316<\/td><\/tr>
\u61f8\u5ff5\u6750\u6599<\/td>\u539f\u6cb9\u9ad8\u30fb\u7c73\u95a2\u7a0e\u30fb\u5730\u653f\u5b66\u30ea\u30b9\u30af<\/td><\/tr><\/tbody><\/table><\/figure>\n\n
\n\n

\ud83d\udd2c \u534a\u5c0e\u4f53\u95a2\u9023\u4f01\u696d11\u793e\uff1a10\u5e74\u306e\u696d\u7e3e\u63a8\u79fb<\/h2>\n
\u4f01\u696d\u540d<\/th>\u4e3b\u306a\u4e8b\u696d<\/th>2016\u5e74\u5ea6<\/th>2020\u5e74\u5ea6<\/th>2023\u5e74\u5ea6<\/th>2025\u5e74\u5ea6\uff08\u4e88\uff09<\/th>\u682a\u4fa1\u5909\u5316<\/th><\/tr><\/thead>
\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/strong>\uff088035\uff09<\/td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td>\u7d04800\u5104\u5186<\/td>\u7d041,720\u5104\u5186<\/td>\u7d044,056\u5104\u5186<\/td>\u7d045,500\u5104\u5186<\/td>\u7d047,000\u5186\u2192\u7d043.3\u4e07\u5186\uff08+370%\uff09<\/td><\/tr>
\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/strong>\uff086857\uff09<\/td>\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e<\/td>\u7d04130\u5104\u5186<\/td>\u7d04420\u5104\u5186<\/td>\u7d041,098\u5104\u5186<\/td>\u7d042,600\u5104\u5186<\/td>\u7d041,500\u5186\u2192\u7d048,500\u5186\uff08+467%\uff09<\/td><\/tr>
\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/strong>\uff086920\uff09<\/td>EUV\u691c\u67fb\u88c5\u7f6e<\/td>\u7d0416\u5104\u5186<\/td>\u7d04137\u5104\u5186<\/td>\u7d04822\u5104\u5186<\/td>\u7d041,050\u5104\u5186<\/td>\u7d041,000\u5186\u2192\u7d042.1\u4e07\u5186\uff08+2000%\u8d85\uff09<\/td><\/tr>
\u30c7\u30a3\u30b9\u30b3<\/strong>\uff086146\uff09<\/td>\u30c0\u30a4\u30b7\u30f3\u30b0\u30fb\u7814\u524a\u88c5\u7f6e<\/td>\u7d04198\u5104\u5186<\/td>\u7d04468\u5104\u5186<\/td>\u7d04925\u5104\u5186<\/td>\u7d041,200\u5104\u5186<\/td>\u7d041.2\u4e07\u5186\u2192\u7d044.2\u4e07\u5186\uff08+250%\uff09<\/td><\/tr>
SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/strong>\uff087735\uff09<\/td>\u6d17\u6d44\u30fb\u5857\u5e03\u88c5\u7f6e<\/td>\u7d0495\u5104\u5186<\/td>\u7d04185\u5104\u5186<\/td>\u7d04613\u5104\u5186<\/td>\u7d04800\u5104\u5186<\/td>\u7d042,400\u5186\u2192\u7d041.1\u4e07\u5186\uff08+358%\uff09<\/td><\/tr>
\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d<\/strong>\uff084063\uff09<\/td>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u30fb\u6750\u6599<\/td>\u7d041,570\u5104\u5186<\/td>\u7d042,320\u5104\u5186<\/td>\u7d045,590\u5104\u5186<\/td>\u7d044,800\u5104\u5186<\/td>\u7d046,000\u5186\u2192\u7d046,200\u5186\uff08\u5b89\u5b9a\u9ad8\u6c34\u6e96\uff09<\/td><\/tr>
\u30eb\u30cd\u30b5\u30b9\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9<\/strong>\uff086723\uff09<\/td>\u30de\u30a4\u30b3\u30f3\u30fb\u8eca\u8f09\u534a\u5c0e\u4f53<\/td>\u7d041,035\u5104\u5186<\/td>\u7d04540\u5104\u5186<\/td>\u7d042,200\u5104\u5186<\/td>\u7d042,000\u5104\u5186<\/td>\u7d04900\u5186\u2192\u7d042,000\u5186\uff08+122%\uff09<\/td><\/tr>
\u30ad\u30aa\u30af\u30b7\u30a2HD<\/strong>\uff08285A\uff09\ud83c\udd95<\/td>NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u7d045,545\u5104\u5186\uff08\u524d\u671f\u6bd4+104%\uff09<\/td>\u516c\u958b\u4fa1\u683c1,455\u5186\u2192\u4e0a\u58341\u5e74\u3067\u30c6\u30f3\u30d0\u30ac\u30fc\u9054\u6210\uff08\u6642\u4fa1\u7dcf\u984d\u7d0426\u5146\u5186\uff09<\/td><\/tr>
KOKUSAI ELECTRIC<\/strong>\uff086525\uff09<\/td>\u6210\u819c\u30fb\u62e1\u6563\u88c5\u7f6e<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u7d04280\u5104\u5186<\/td>\u7d04400\u5104\u5186<\/td>2023\u5e74\u4e0a\u5834\u2192\u7d045,000\u5186\u524d\u5f8c<\/td><\/tr>
\u30bd\u30b7\u30aa\u30cd\u30af\u30b9\u30c8<\/strong>\uff086526\uff09<\/td>SoC\u8a2d\u8a08\uff08\u30d5\u30a1\u30d6\u30ec\u30b9\uff09<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u2014\uff08\u975e\u4e0a\u5834\uff09<\/td>\u7d04260\u5104\u5186<\/td>\u7d04350\u5104\u5186<\/td>2022\u5e74\u4e0a\u5834\u2192\u7d043,000\u5186\u524d\u5f8c<\/td><\/tr>
\u4f4f\u53cb\u96fb\u6c17\u5de5\u696d<\/strong>\uff085802\uff09<\/td>\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f<\/td>\u7d04760\u5104\u5186<\/td>\u7d04430\u5104\u5186<\/td>\u7d041,040\u5104\u5186<\/td>\u7d041,200\u5104\u5186<\/td>\u7d041,600\u5186\u2192\u7d042,800\u5186\uff08+75%\uff09<\/td><\/tr><\/tbody><\/table><\/figure>\n\n
\n\n

\ud83d\udd0d \u306a\u305c\u534a\u5c0e\u4f53\u4f01\u696d\u306f\u3053\u3053\u307e\u3067\u696d\u7e3e\u304c\u597d\u8abf\u306a\u306e\u304b\uff1f7\u3064\u306e\u7406\u7531\u3092\u5fb9\u5e95\u89e3\u8aac<\/h2>\n\n

\u2460 \u751f\u6210AI\u304c\u5f15\u304d\u8d77\u3053\u3057\u305f\u300c\u534a\u5c0e\u4f53\u9700\u8981\u306e\u7206\u767a\u300d<\/h3>\n

2022\u5e7411\u6708\u306eChatGPT\u516c\u958b\u3092\u5883\u306b\u3001\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u9700\u8981\u69cb\u9020\u304c\u6fc0\u5909\u3057\u307e\u3057\u305f\u3002\u751f\u6210AI\u306f\u5f93\u6765\u306eAI\u3068\u6bd4\u3079\u3066\u6570\u5341\u301c\u6570\u767e\u500d\u306e\u8a08\u7b97\u80fd\u529b<\/strong>\u3092\u5fc5\u8981\u3068\u3057\u307e\u3059\u3002ChatGPT\u306e1\u56de\u306e\u56de\u7b54\u3092\u751f\u6210\u3059\u308b\u3060\u3051\u3067\u3001\u901a\u5e38\u306e\u691c\u7d22\u306e\u6570\u767e\u500d\u306eGPU\u6f14\u7b97\u304c\u8d70\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u7206\u767a\u7684\u306a\u8a08\u7b97\u9700\u8981\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u3001NVIDIA\u306eH100\u30fbB100\/B200\u3068\u3044\u3063\u305fAI\u5c02\u7528GPU\u306e\u9700\u8981\u304c\u6025\u5897\u3002\u3053\u308c\u3089\u306e\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u30fb\u691c\u67fb\u30fb\u30c6\u30b9\u30c8\u3059\u308b\u65e5\u672c\u306e\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u53d7\u6ce8\u304c\u6bba\u5230\u3057\u307e\u3057\u305f\u3002<\/p>\n\n

\u2461 \u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306b\u3088\u308b\u300cAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u300d\u3078\u306e\u5de8\u5927\u6295\u8cc7\u7af6\u4e89<\/h3>\n

\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30a2\u30de\u30be\u30f3\u30fb\u30b0\u30fc\u30b0\u30eb\u30fb\u30e1\u30bf\u306a\u3069\u4e16\u754c\u306e\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u5404\u793e\u304c\u3001AI\u8987\u6a29\u3092\u5de1\u308b\u8a2d\u5099\u6295\u8cc7\u3092\u7af6\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4f01\u696d<\/th>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u984d\uff08\u5e74\u9593\u30fb\u6982\u7b97\uff09<\/th><\/tr><\/thead>
\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8<\/td>\u7d04800\u5104\u30c9\u30eb\uff082025\u5e74\u5ea6\uff09<\/td><\/tr>
\u30a2\u30de\u30be\u30f3\uff08AWS\uff09<\/td>\u7d041,000\u5104\u30c9\u30eb\u4ee5\u4e0a<\/td><\/tr>
\u30b0\u30fc\u30b0\u30eb<\/td>\u7d04750\u5104\u30c9\u30eb<\/td><\/tr>
\u30e1\u30bf<\/td>\u7d04600\u5104\u30c9\u30eb<\/td><\/tr><\/tbody><\/table><\/figure>\n

4\u793e\u5408\u8a08\u3067\u5e74\u9593\u7d043\u5146\u5186\u8d85<\/strong>\u306e\u6295\u8cc7\u304c\u534a\u5c0e\u4f53\u30a4\u30f3\u30d5\u30e9\u306b\u6d41\u308c\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u306e\u6295\u8cc7\u306e\u591a\u304f\u304c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30fb\u691c\u67fb\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u767a\u6ce8\u306b\u76f4\u7d50\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n

\u2462 \u5148\u7aef\u534a\u5c0e\u4f53\u88fd\u9020\u306e\u8d85\u8907\u96d1\u5316\u3067\u300c\u65e5\u672c\u4f01\u696d\u304c\u8981\u6240\u3092\u72ec\u5360\u300d<\/h3>\n

\u73fe\u5728\u306e\u6700\u5148\u7aef\u534a\u5c0e\u4f53\uff082nm\u4e16\u4ee3\uff09\u306e\u88fd\u9020\u306b\u306f200\u4ee5\u4e0a\u306e\u5de5\u7a0b<\/strong>\u3068\u6570\u767e\u53f0\u306e\u5c02\u7528\u88c5\u7f6e\u304c\u5fc5\u8981\u3067\u3059\u3002\u5b9f\u306f\u65e5\u672c\u4f01\u696d\u304c\u5404\u5de5\u7a0b\u306e\u8981\u6240\u3092\u63e1\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u88fd\u9020\u5de5\u7a0b<\/th>\u65e5\u672c\u4f01\u696d\u306e\u5f37\u307f<\/th>\u4ee3\u8868\u4f01\u696d<\/th><\/tr><\/thead>
EUV\u30de\u30b9\u30af\u691c\u67fb<\/td>\u4e16\u754c\u72ec\u5360\u30b7\u30a7\u30a2<\/td>\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/td><\/tr>
\u6210\u819c\uff08CVD\/ALD\uff09<\/td>\u4e16\u754c\u9ad8\u30b7\u30a7\u30a2<\/td>\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u30fbKOKUSAI ELECTRIC<\/td><\/tr>
\u6d17\u6d44\u88c5\u7f6e<\/td>\u4e16\u754c\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2<\/td>SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/td><\/tr>
\u30c0\u30a4\u30b7\u30f3\u30b0\u30fb\u7814\u524a<\/td>\u4e16\u754c\u30b7\u30a7\u30a2\u7d0470%<\/td>\u30c7\u30a3\u30b9\u30b3<\/td><\/tr>
AI\u30c1\u30c3\u30d7\u30c6\u30b9\u30c8<\/td>\u9ad8\u30b7\u30a7\u30a2\uff08HBM\u30c6\u30b9\u30c8\u7b49\uff09<\/td>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/td><\/tr>
\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf<\/td>\u4e16\u754c\u30b7\u30a7\u30a2\u5408\u8a08\u7d0460%<\/td>\u4fe1\u8d8a\u5316\u5b66\u30fbSUMCO<\/td><\/tr><\/tbody><\/table><\/figure>\n

AI\u30c1\u30c3\u30d7\u306e\u9700\u8981\u304c\u5897\u3048\u308c\u3070\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u5de5\u7a0b\u3067\u53d7\u6ce8\u304c\u5897\u3048\u308b\u300c\u5ddd\u4e0a\u304b\u3089\u5ddd\u4e0b\u307e\u3067\u65e5\u672c\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u69cb\u9020<\/strong>\u300d\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n

\u2463 HBM\u3068NAND\u30d5\u30e9\u30c3\u30b7\u30e5\uff1aAI\u304c\u6c42\u3081\u308b\u30e1\u30e2\u30ea\u9700\u8981\u306e\u7206\u5897<\/h3>\n

AI\u30c1\u30c3\u30d7\u306b\u306f\u81a8\u5927\u306a\u30e1\u30e2\u30ea\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n

  • HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09<\/strong>\uff1aNVIDIA\u306eH100\u306b\u306f6\u500b\u3001B200\u306b\u306f8\u500b\u642d\u8f09\u3002AI\u306e\u63a8\u8ad6\u30fb\u5b66\u7fd2\u901f\u5ea6\u3092\u5de6\u53f3\u3059\u308b\u6700\u91cd\u8981\u90e8\u54c1<\/li>
  • NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea<\/strong>\uff1aAI\u30b5\u30fc\u30d0\u30fc\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u3057\u3066\u4e0d\u53ef\u6b20\u3002\u30c7\u30fc\u30bf\u3092\u9577\u671f\u4fdd\u5b58\u3059\u308b\u306e\u306b\u4f7f\u7528\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u3053\u306e\u5206\u91ce\u306e\u4e16\u754c\u5927\u624b<\/li><\/ul>\n

    \u30ad\u30aa\u30af\u30b7\u30a2\u306e\u7d14\u5229\u76ca\u304c\u524d\u671f\u6bd42\u500d\u8d85\u3068\u306a\u308a\u30012026\u5e744\u301c6\u6708\u671f\u306e\u7d14\u5229\u76ca\u4e88\u60f3\u304c\u524d\u5e74\u540c\u671f\u6bd448\u500d<\/strong>\u306b\u306a\u3063\u305f\u306e\u3082\u3001\u307e\u3055\u306bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051NAND\u9700\u8981\u306e\u6025\u5897\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n\n

    \u2464 \u300c\u534a\u5c0e\u4f53\u306e\u5730\u653f\u5b66\u300d\uff1a\u7c73\u4e2d\u5bfe\u7acb\u3067\u65e5\u672c\u306b\u767a\u6ce8\u304c\u96c6\u4e2d<\/h3>\n

    \u7c73\u4e2d\u6280\u8853\u8987\u6a29\u4e89\u3044\u306b\u3088\u308a\u3001\u4e2d\u56fd\u3078\u306e\u5148\u7aef\u534a\u5c0e\u4f53\u6280\u8853\u30fb\u88c5\u7f6e\u306e\u8f38\u51fa\u898f\u5236\u304c\u5f37\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\uff1a<\/p>\n

    • \u5148\u7aef\u88fd\u9020\u88c5\u7f6e\u306e\u767a\u6ce8\u304c\u65e5\u672c\u30fb\u7c73\u56fd\u30fb\u30aa\u30e9\u30f3\u30c0<\/strong>\u306b\u96c6\u4e2d<\/li>
    • \u65e5\u672c\u653f\u5e9c\u304cTSMC\u718a\u672c\u5de5\u5834\uff08JASM\uff09\u30fb\u6b21\u4e16\u4ee3\u534a\u5c0e\u4f53\u306eRapidus\u3078\u306e\u5de8\u984d\u652f\u63f4\u3092\u6295\u5165<\/li>
    • \u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u306e\u89b3\u70b9\u304b\u3089\u300c\u534a\u5c0e\u4f53\u306e\u56fd\u5185\u56de\u5e30\u300d\u304c\u4e16\u754c\u7684\u306b\u52a0\u901f<\/li><\/ul>\n

      \u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u304c\u3001\u9006\u306b\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u5f37\u529b\u306a\u8ffd\u3044\u98a8\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n

      \u2465 \u5186\u5b89\u306e\u300c\u30c0\u30d6\u30eb\u52b9\u679c\u300d\u3067\u5229\u76ca\u304c\u3055\u3089\u306b\u81a8\u3089\u3080<\/h3>\n

      \u65e5\u672c\u306e\u534a\u5c0e\u4f53\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u306e\u591a\u304f\u306f\u8f38\u51fa\u4e3b\u4f53\u3067\u3059\u3002\u5186\u5b89\u306b\u306f2\u3064\u306e\u52b9\u679c\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

      • \u7af6\u4e89\u529b\u5411\u4e0a<\/strong>\uff1a\u6d77\u5916\u306e\u9867\u5ba2\u304b\u3089\u898b\u308b\u3068\u65e5\u672c\u88fd\u54c1\u304c\u5272\u5b89\u306b\u306a\u308b<\/li>
      • \u5186\u63db\u7b97\u5229\u76ca\u306e\u81a8\u5f35<\/strong>\uff1a1\u30c9\u30eb\uff1d130\u5186\u2192150\u5186\u306b\u306a\u308b\u3068\u3001\u540c\u3058100\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u304c1.3\u5146\u5186\u21921.5\u5146\u5186\uff08+2,000\u5104\u5186\uff09\u306b\u306a\u308b<\/li><\/ul>\n

        2022\u5e74\u4ee5\u964d\u306b\u9032\u3093\u3060\u5927\u5e45\u306a\u5186\u5b89\uff081\u30c9\u30eb\uff1d110\u5186\u53f0\u2192150\u5186\u524d\u5f8c\uff09\u304c\u3001\u8f38\u51fa\u4f01\u696d\u306e\u5229\u76ca\u3092\u5927\u304d\u304f\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p>\n\n

        \u2466 \u300cAI\u30b9\u30de\u30db\u30fbAI PC\u300d\uff1a\u6b21\u306e\u9700\u8981\u306e\u6ce2\u304c\u3059\u3067\u306b\u59cb\u307e\u3063\u3066\u3044\u308b<\/h3>\n

        \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u7d9a\u304f\u300c\u7b2c2\u306e\u6ce2\u300d\u3068\u3057\u3066\u3001\u30a8\u30c3\u30b8AI<\/strong>\uff08\u30b9\u30de\u30db\u3084PC\u3067\u306eAI\u51e6\u7406\uff09\u304c\u6025\u901f\u306b\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

        • AI\u30b9\u30de\u30db<\/strong>\uff1aApple\u30fbSamsung\u30fbQualcomm\u304c\u300cAI\u5c02\u7528\u30c1\u30c3\u30d7\u300d\u3092\u642d\u8f09\u3057\u305f\u30b9\u30de\u30db\u3092\u6295\u5165\u3002\u9ad8\u6027\u80fd\u30c1\u30c3\u30d7\u3078\u306e\u9700\u8981\u304c\u7d99\u7d9a<\/li>
        • AI PC<\/strong>\uff1a\u300cCopilot+ PC\u300d\u306a\u3069AI\u51e6\u7406\u5c02\u7528\u306e\u300cNPU\uff08\u30cb\u30e5\u30fc\u30e9\u30eb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u30e6\u30cb\u30c3\u30c8\uff09\u300d\u3092\u642d\u8f09\u3057\u305fPC\u304c\u666e\u53ca\u958b\u59cb\u30022026\u301c2027\u5e74\u306b\u8cb7\u3044\u66ff\u3048\u7279\u9700\u304c\u6765\u308b\u3068\u4e88\u6e2c<\/li>
        • \u81ea\u52d5\u8eca\u30fb\u7523\u696d\u6a5f\u5668<\/strong>\uff1aEV\u30fb\u81ea\u52d5\u904b\u8ee2\u5411\u3051\u306e\u8eca\u8f09\u534a\u5c0e\u4f53\u9700\u8981\u304c\u30eb\u30cd\u30b5\u30b9\u306a\u3069\u306b\u8ffd\u3044\u98a8<\/li><\/ul>\n

          \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u3060\u3051\u3067\u306a\u304f\u3001\u30b9\u30de\u30db\u30fbPC\u30fb\u8eca\u3068\u534a\u5c0e\u4f53\u9700\u8981\u306e\u88fe\u91ce\u304c\u5e83\u304c\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u3001\u696d\u754c\u5168\u4f53\u306e\u597d\u8abf\u3092\u6301\u7d9a\u3055\u305b\u308b\u69cb\u9020\u7684\u306a\u8981\u56e0\u3067\u3059\u3002<\/p>\n\n

          \u9700\u8981\u306e\u6ce2<\/th>\u6642\u671f<\/th>\u4e3b\u306a\u727d\u5f15\u4f01\u696d\u30fb\u88fd\u54c1<\/th><\/tr><\/thead>
          \u7b2c1\u6ce2\uff1aAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td>2023\u5e74\u301c\u73fe\u5728<\/td>NVIDIA GPU\u3001HBM\u3001NAND\uff08\u30ad\u30aa\u30af\u30b7\u30a2\u7b49\uff09<\/td><\/tr>
          \u7b2c2\u6ce2\uff1aAI\u30b9\u30de\u30db\u30fbAI PC<\/td>2025\u5e74\u301c<\/td>Apple\u30c1\u30c3\u30d7\u3001Qualcomm Snapdragon X\u7b49<\/td><\/tr>
          \u7b2c3\u6ce2\uff1a\u81ea\u52d5\u904b\u8ee2\u30fbEV<\/td>2026\u5e74\u301c<\/td>\u30eb\u30cd\u30b5\u30b9\u3001\u30bd\u30b7\u30aa\u30cd\u30af\u30b9\u30c8\u7b49\u306e\u8eca\u8f09\u534a\u5c0e\u4f53<\/td><\/tr><\/tbody><\/table><\/figure>\n\n
          \n\n

          \ud83c\udfe6 \u5927\u624b\u9280\u884c5\u793e\uff1a\u91d1\u5229\u6b63\u5e38\u5316\u3067\u5fa9\u6d3b\u3057\u305f\u300c\u7a3c\u3050\u529b\u300d<\/h2>\n
          • \u65e5\u9280\u306e\u30de\u30a4\u30ca\u30b9\u91d1\u5229\u89e3\u9664\uff082024\u5e743\u6708\uff09<\/strong>\uff1a\u300c\u91d1\u5229\u306e\u3042\u308b\u4e16\u754c\u300d\u304c\u5fa9\u6d3b\u3057\u672c\u696d\u53ce\u76ca\u304c\u6025\u56de\u5fa9<\/li>
          • \u9810\u8cb8\u5229\u3056\u3084\u306e\u56de\u5fa9<\/strong>\uff1a2025\u5e744\u301c6\u6708\u306e\u5927\u624b\u884c\u306e\u5e73\u5747\u8cb8\u51fa\u91d1\u5229\u304c1%\u8d85\u306b\u56de\u5fa9<\/li>
          • \u653f\u7b56\u4fdd\u6709\u682a\u306e\u58f2\u5374\u76ca<\/strong>\uff1a\u6771\u8a3c\u306ePBR\u6539\u5584\u8981\u8acb\u306b\u5fdc\u3058\u305f\u682a\u58f2\u5374\u76ca\u304c\u7279\u5225\u5229\u76ca\u306b\u8a08\u4e0a<\/li>
          • \u6295\u8cc7\u9280\u884c\u30fb\u6d77\u5916\u4e8b\u696d\u306e\u62e1\u5927<\/strong>\uff1aM&A\u52a9\u8a00\u30fb\u6d77\u5916\u878d\u8cc7\u30fb\u8cc7\u7523\u904b\u7528\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577<\/li><\/ul>\n
            \u9280\u884c\u30b0\u30eb\u30fc\u30d7<\/th>\u30b3\u30fc\u30c9<\/th>2016\u5e74\u5ea6<\/th>2020\u5e74\u5ea6<\/th>2023\u5e74\u5ea6<\/th>2025\u5e74\u5ea6<\/th>\u682a\u4fa1\u5909\u5316<\/th><\/tr><\/thead>
            \u4e09\u83f1UFJ FG<\/strong><\/td>8306<\/td>\u7d049,316\u5104\u5186<\/td>\u7d047,770\u5104\u5186<\/td>\u7d041\u51465,015\u5104\u5186<\/td>\u7d041\u51468,629\u5104\u5186\uff08\u6700\u9ad8\uff09<\/td>\u7d04700\u5186\u2192\u7d041,800\u5186\uff08+157%\uff09<\/td><\/tr>
            \u4e09\u4e95\u4f4f\u53cbFG<\/strong><\/td>8316<\/td>\u7d047,348\u5104\u5186<\/td>\u7d047,034\u5104\u5186<\/td>\u7d049,630\u5104\u5186<\/td>\u7d041\u5146\u5186\u8d85\uff08\u6700\u9ad8\uff09<\/td>\u7d043,500\u5186\u2192\u7d041.2\u4e07\u5186\uff08+243%\uff09<\/td><\/tr>
            \u307f\u305a\u307bFG<\/strong><\/td>8411<\/td>\u7d046,066\u5104\u5186<\/td>\u7d044,472\u5104\u5186<\/td>\u7d046,756\u5104\u5186<\/td>\u7d041\u5146200\u5104\u5186\uff08\u6700\u9ad8\uff09<\/td>\u7d04180\u5186\u2192\u7d04360\u5186\uff08+100%\uff09<\/td><\/tr>
            \u308a\u305d\u306aHD<\/strong><\/td>8308<\/td>\u7d041,640\u5104\u5186<\/td>\u7d041,070\u5104\u5186<\/td>\u7d042,300\u5104\u5186<\/td>\u7d043,000\u5104\u5186\uff08\u6700\u9ad8\uff09<\/td>\u7d04550\u5186\u2192\u7d041,050\u5186\uff08+91%\uff09<\/td><\/tr>
            \u4e09\u4e95\u4f4f\u53cb\u30c8\u30e9\u30b9\u30c8G<\/strong><\/td>8309<\/td>\u7d041,300\u5104\u5186<\/td>\u7d041,000\u5104\u5186<\/td>\u7d041,800\u5104\u5186<\/td>\u7d042,576\u5104\u5186\uff08\u6700\u9ad8\uff09<\/td>\u7d043,800\u5186\u2192\u7d049,800\u5186\uff08+158%\uff09<\/td><\/tr><\/tbody><\/table><\/figure>\n

            5\u5927\u9280\u884c\u30b0\u30eb\u30fc\u30d7\u306e2025\u5e743\u6708\u671f\u7d14\u5229\u76ca\u5408\u8a08\u306f4\u51468,000\u5104\u5186\u8d85<\/strong>\u30013\u5e74\u9023\u7d9a\u3067\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3002\uff08\u51fa\u6240\uff1a\u5404\u793e\u6c7a\u7b97\u77ed\u4fe1\u3001\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\uff09<\/p>\n\n

            \n\n

            \u26a0\ufe0f \u696d\u7e3e\u61f8\u5ff5\u3082\uff01\u539f\u6cb9\u9ad8\u3068\u7c73\u95a2\u7a0e\u30ea\u30b9\u30af<\/h2>\n
            \u30ea\u30b9\u30af\u8981\u56e0<\/th>\u5f71\u97ff\u696d\u754c<\/th>\u61f8\u5ff5\u5185\u5bb9<\/th><\/tr><\/thead>
            \u539f\u6cb9\u9ad8<\/td>\u822a\u7a7a\u30fb\u904b\u8f38\u30fb\u5316\u5b66\u30fb\u98df\u54c1<\/td>\u71c3\u6599\u8cbb\u30fb\u539f\u6750\u6599\u8cbb\u306e\u4e0a\u6607\u3067\u30b3\u30b9\u30c8\u5727\u8feb<\/td><\/tr>
            \u7c73\u56fd\u95a2\u7a0e\u5f37\u5316<\/td>\u81ea\u52d5\u8eca\u30fb\u96fb\u6a5f\u30fb\u9244\u92fc<\/td>\u5bfe\u7c73\u8f38\u51fa\u30b3\u30b9\u30c8\u5897\u52a0\u3001\u7af6\u4e89\u529b\u4f4e\u4e0b<\/td><\/tr>
            \u5186\u9ad8\u30ea\u30b9\u30af<\/td>\u8f38\u51fa\u5168\u822c\uff08\u534a\u5c0e\u4f53\u542b\u3080\uff09<\/td>\u5186\u5b89\u6069\u6075\u304c\u5265\u843d\u3059\u308b\u3068\u5229\u76ca\u304c\u76ee\u6e1b\u308a<\/td><\/tr>
            \u534a\u5c0e\u4f53\u30b5\u30a4\u30af\u30eb\u4e0b\u964d<\/td>\u534a\u5c0e\u4f53\u88c5\u7f6e\u30fb\u6750\u6599\u30fb\u30e1\u30e2\u30ea<\/td>\u8a2d\u5099\u6295\u8cc7\u304c\u4e00\u5de1\u3059\u308b\u3068\u30aa\u30fc\u30c0\u30fc\u304c\u6e1b\u5c11<\/td><\/tr><\/tbody><\/table><\/figure>\n\n
            \n\n

            \ud83d\udccb \u307e\u3068\u3081\uff1a\u65e5\u672c\u682a\u597d\u696d\u7e3e\u306e\u30dd\u30a4\u30f3\u30c89\u9078<\/h2>\n
            \u30dd\u30a4\u30f3\u30c8<\/th>\u5185\u5bb9<\/th><\/tr><\/thead>
            \u2460 4\u5e74\u9023\u7d9a\u6700\u9ad8\u76ca<\/td>2025\u5e743\u6708\u671f\u3001\u4e0a\u5834\u4f01\u696d\u5168\u4f53\u306e7\u5272\u304c\u5897\u76ca<\/td><\/tr>
            \u2461 \u534a\u5c0e\u4f53\u304c\u4e3b\u5f79<\/td>AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u3067\u88c5\u7f6e\u30fb\u30e1\u30e2\u30ea\u304c\u7206\u767a\u7684\u6210\u9577<\/td><\/tr>
            \u2462 \u65e5\u672c\u4f01\u696d\u304c\u5de5\u7a0b\u306e\u8981\u6240\u3092\u72ec\u5360<\/td>EUV\u691c\u67fb\u30fb\u6d17\u6d44\u30fb\u30c0\u30a4\u30b7\u30f3\u30b0\u30fb\u30c6\u30b9\u30c8\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u30c8\u30c3\u30d7\u7d1a<\/td><\/tr>
            \u2463 \u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u6295\u8cc7\u304c\u5e74\u95933\u5146\u5186\u8d85<\/td>GAFA+M\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u304c\u65e5\u672c\u306e\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3078\u76f4\u7d50<\/td><\/tr>
            \u2464 \u30ad\u30aa\u30af\u30b7\u30a2\u304c\u885d\u6483<\/td>\u4e0a\u58341\u5e74\u3067\u30c6\u30f3\u30d0\u30ac\u30fc\u9054\u6210\u30014\u301c6\u6708\u671f\u7d14\u5229\u76ca\u4e88\u60f3\u306f\u524d\u5e74\u540c\u671f\u6bd448\u500d<\/td><\/tr>
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