{"id":1070,"date":"2026-05-18T08:29:21","date_gmt":"2026-05-17T23:29:21","guid":{"rendered":"https:\/\/marketsquare.jp\/?p=1070"},"modified":"2026-05-18T08:29:23","modified_gmt":"2026-05-17T23:29:23","slug":"2026%e5%b9%b4%e4%b8%8b%e5%8d%8a%e6%9c%9f%e3%81%8a%e3%81%99%e3%81%99%e3%82%81%e7%b1%b3%e5%9b%bd%e6%a0%aa10%e9%81%b8%ef%bd%9cai%e9%9d%a9%e5%91%bd%e3%83%bb%e5%8d%8a%e5%b0%8e%e4%bd%93%e9%9c%80%e8%a6%81","status":"publish","type":"post","link":"https:\/\/marketsquare.jp\/?p=1070","title":{"rendered":"2026\u5e74\u4e0b\u534a\u671f\u304a\u3059\u3059\u3081\u7c73\u56fd\u682a10\u9078\uff5cAI\u9769\u547d\u30fb\u534a\u5c0e\u4f53\u9700\u8981\u30fb\u5206\u6563\u6295\u8cc7\u3067\u52dd\u3064\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6226\u7565"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" 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ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#%E6%8A%95%E8%B3%87%E3%82%92%E8%A1%8C%E3%81%86%E9%9A%9B%E3%81%AE%E4%B8%BB%E3%81%AA%E3%83%AA%E3%82%B9%E3%82%AF%E8%A6%81%E5%9B%A0\" >\u6295\u8cc7\u3092\u884c\u3046\u969b\u306e\u4e3b\u306a\u30ea\u30b9\u30af\u8981\u56e0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#1_%E7%B1%B3%E4%B8%AD%E8%B2%BF%E6%98%93%E6%91%A9%E6%93%A6%E3%81%A8%E8%BC%B8%E5%87%BA%E8%A6%8F%E5%88%B6\" >1. \u7c73\u4e2d\u8cbf\u6613\u6469\u64e6\u3068\u8f38\u51fa\u898f\u5236<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#2_%E3%83%90%E3%83%AA%E3%83%A5%E3%82%A8%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E3%81%AE%E9%AB%98%E3%81%95\" >2. \u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8\u3055<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#3_%E9%87%91%E5%88%A9%E3%83%BB%E3%83%9E%E3%82%AF%E3%83%AD%E7%92%B0%E5%A2%83%E3%81%AE%E5%A4%89%E5%8C%96\" >3. \u91d1\u5229\u30fb\u30de\u30af\u30ed\u74b0\u5883\u306e\u5909\u5316<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#4_%E7%82%BA%E6%9B%BF%E3%83%AA%E3%82%B9%E3%82%AF\" >4. \u70ba\u66ff\u30ea\u30b9\u30af<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/marketsquare.jp\/?p=1070\/#%E3%81%BE%E3%81%A8%E3%82%81%EF%BC%9A2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%81%AF%E3%80%8CAI%E5%8F%8E%E7%9B%8A%E5%8C%96%E3%80%8D%E3%81%A8%E3%80%8C%E5%88%86%E6%95%A3%E3%80%8D%E3%81%8C%E3%82%AD%E3%83%BC%E3%83%AF%E3%83%BC%E3%83%89\" >\u307e\u3068\u3081\uff1a2026\u5e74\u4e0b\u534a\u671f\u306f\u300cAI\u53ce\u76ca\u5316\u300d\u3068\u300c\u5206\u6563\u300d\u304c\u30ad\u30fc\u30ef\u30fc\u30c9<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%AF%E3%81%98%E3%82%81%E3%81%AB%EF%BC%9A2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%81%AE%E7%B1%B3%E5%9B%BD%E6%A0%AA%E5%B8%82%E5%A0%B4%E3%82%92%E8%AA%AD%E3%82%80\"><\/span><strong>\u306f\u3058\u3081\u306b\uff1a2026\u5e74\u4e0b\u534a\u671f\u306e\u7c73\u56fd\u682a\u5e02\u5834\u3092\u8aad\u3080<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>2026\u5e74\u4e0b\u534a\u671f\u306b\u5411\u3051\u3066\u3001\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\u306f\u8907\u6570\u306e\u5f37\u529b\u306a\u30c6\u30fc\u30de\u304c\u4ea4\u5dee\u3059\u308b\u6b74\u53f2\u7684\u306a\u5c40\u9762\u3092\u8fce\u3048\u3066\u3044\u307e\u3059\u3002<strong>AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u4f9d\u7136\u3068\u3057\u3066\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u534a\u5c0e\u4f53\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u3044\u3063\u305f\u5206\u91ce\u306b\u5de8\u5927\u306a\u8cc7\u672c\u304c\u6d41\u308c\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/strong>\u4e00\u65b9\u3067\u30012025\u5e74\u306e\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u30b7\u30e7\u30c3\u30af\u3092\u4e57\u308a\u8d8a\u3048\u305f\u5e02\u5834\u306f\u3001\u4e3b\u8981\u56fd\u3068\u306e\u4ea4\u6e09\u9032\u5c55\u3092\u53d7\u3051\u3066\u5b89\u5b9a\u3057\u305f\u4e0a\u6607\u57fa\u8abf\u3092\u53d6\u308a\u623b\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u696d\u7e3e\u3082\u4e8c\u6841\u6210\u9577\u304c\u7d9a\u304f\u898b\u901a\u3057\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u7c73\u56fd\u4f01\u696d\u5168\u4f53\u306e\u7d14\u5229\u76ca\u306f2026\u5e74\u3082\u524d\u5e74\u6bd4\u3067\u7d0414.2%\u306e\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u3066\u304a\u308a\u3001\u3053\u306e\u5805\u8abf\u306a\u696d\u7e3e\u74b0\u5883\u304c\u682a\u4fa1\u4e0a\u6607\u306e\u571f\u53f0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<strong>\u3057\u304b\u30572025\u5e74\u307e\u3067\u3068\u306f\u7570\u306a\u308a\u3001\u300c\u3059\u3079\u3066\u306e\u30cf\u30a4\u30c6\u30af\u682a\u304c\u4e00\u7dd2\u306b\u4e0a\u304c\u308b\u300d\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3092\u8fce\u3048\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/strong>AI\u3092\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u7d44\u307f\u8fbc\u307f\u3001\u53ce\u76ca\u5316\u3092\u9054\u6210\u3067\u304d\u308b\u4f01\u696d\u3068\u305d\u3046\u3067\u306a\u3044\u4f01\u696d\u306e\u4e8c\u6975\u5316\u304c\u660e\u78ba\u306b\u306a\u308b\u30d5\u30a7\u30fc\u30ba\u3078\u3068\u7a81\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u3053\u3046\u3057\u305f\u8907\u96d1\u306a\u5e02\u5834\u74b0\u5883\u3092\u8e0f\u307e\u3048\u30012026\u5e74\u4e0b\u534a\u671f\u306b\u6ce8\u76ee\u3059\u3079\u304d\u7c73\u56fd\u682a\u309210\u9298\u67c4\u53b3\u9078\u3057\u3066\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<strong>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306e\u5727\u5012\u7684\u738b\u8005\u3067\u3042\u308bASML\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u3092\u306f\u3058\u3081\u3001AI\u6642\u4ee3\u306e\u30a4\u30f3\u30d5\u30e9\u3092\u62c5\u3046\u4f01\u696d\u3001\u53ce\u76ca\u5316\u3092\u5b9f\u73fe\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u3001\u305d\u3057\u3066\u5b89\u5b9a\u914d\u5f53\u304c\u9b45\u529b\u306e\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u307e\u3067\u3001\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8996\u70b9\u3067\u89e3\u8aac\u3057\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%81%AE%E7%B1%B3%E5%9B%BD%E6%A0%AA%E5%B8%82%E5%A0%B4%E3%82%92%E5%8F%96%E3%82%8A%E5%B7%BB%E3%81%8F%E3%83%9E%E3%82%AF%E3%83%AD%E7%92%B0%E5%A2%83\"><\/span><strong>2026\u5e74\u4e0b\u534a\u671f\u306e\u7c73\u56fd\u682a\u5e02\u5834\u3092\u53d6\u308a\u5dfb\u304f\u30de\u30af\u30ed\u74b0\u5883<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AI%E6%8A%95%E8%B3%87%E3%82%B5%E3%82%A4%E3%82%AF%E3%83%AB%E3%81%AE%E7%AC%AC%E4%BA%8C%E6%AE%B5%E9%9A%8E%EF%BC%9A%E3%82%A4%E3%83%B3%E3%83%95%E3%83%A9%E3%81%8B%E3%82%89%E5%8F%8E%E7%9B%8A%E5%8C%96%E3%81%B8\"><\/span><strong>AI\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306e\u7b2c\u4e8c\u6bb5\u968e\uff1a\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u53ce\u76ca\u5316\u3078<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>2023\u5e74\u304b\u30892025\u5e74\u306b\u304b\u3051\u3066\u306e\u7b2c\u4e00\u6bb5\u968e\u304c\u300cAI\u306e\u30d6\u30ec\u30a4\u30af\u30b9\u30eb\u30fc\u3068\u8a2d\u5099\u6295\u8cc7\u7af6\u4e89\u300d\u3067\u3042\u3063\u305f\u3068\u3059\u308c\u3070\u30012026\u5e74\u306f\u300cAI\u3092\u5b9f\u969b\u306e\u53ce\u76ca\u306b\u5909\u3048\u308b\u529b\u304c\u554f\u308f\u308c\u308b\u53ce\u76ca\u5316\u30d5\u30a7\u30fc\u30ba\u300d\u3068\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u307e\u3059\u3002<\/strong>NVIDIA\u3084ASML\u306e\u3088\u3046\u306aAI\u30a4\u30f3\u30d5\u30e9\u3092\u652f\u3048\u308b\u4f01\u696d\u306f\u5f15\u304d\u7d9a\u304d\u6069\u6075\u3092\u53d7\u3051\u3064\u3064\u3082\u3001Microsoft\u3001Alphabet\u3001Meta\u3068\u3044\u3063\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u304cAI\u3092\u30b5\u30fc\u30d3\u30b9\u306b\u7d71\u5408\u3057\u3066\u5229\u76ca\u3092\u51fa\u3059\u6bb5\u968e\u306b\u79fb\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u305f\u3081\u6295\u8cc7\u5bb6\u306e\u773c\u3082\u300c\u5922\u3092\u8cb7\u3046\u300d\u304b\u3089\u300c\u5b9f\u7e3e\u3092\u8a55\u4fa1\u3059\u308b\u300d\u3078\u3068\u30b7\u30d5\u30c8\u3057\u3066\u304a\u308a\u3001\u6c7a\u7b97\u3054\u3068\u306b\u53b3\u3057\u3044\u7cbe\u67fb\u304c\u884c\u308f\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%88%86%E6%95%A3%E6%8A%95%E8%B3%87%E3%81%AE%E9%87%8D%E8%A6%81%E6%80%A7%E3%81%8C%E5%A2%97%E3%81%992026%E5%B9%B4\"><\/span><strong>\u5206\u6563\u6295\u8cc7\u306e\u91cd\u8981\u6027\u304c\u5897\u30592026\u5e74<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>2026\u5e74\u306f\u30cf\u30a4\u30c6\u30af\u30bb\u30af\u30bf\u30fc\u304b\u3089\u5e45\u5e83\u3044\u30bb\u30af\u30bf\u30fc\u3078\u306e\u5206\u6563\u6295\u8cc7\u304c\u9032\u3080\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30cf\u30a4\u30c6\u30af\u30bb\u30af\u30bf\u30fc\u5168\u4f53\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u304c\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u96fb\u529b\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\u3001\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306b\u3082\u8cc7\u91d1\u304c\u6ce2\u53ca\u3057\u3066\u3044\u307e\u3059\u3002AI\u6642\u4ee3\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u5de8\u5927\u306a\u96fb\u529b\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u96fb\u529b\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u4f01\u696d\u306b\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"FRB%E3%81%AE%E9%87%91%E8%9E%8D%E6%94%BF%E7%AD%96%E3%81%A8%E7%82%BA%E6%9B%BF%E5%8B%95%E5%90%91\"><\/span><strong>FRB\u306e\u91d1\u878d\u653f\u7b56\u3068\u70ba\u66ff\u52d5\u5411<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>FRB\u304c2025\u5e74\u306b\u5b9f\u65bd\u3057\u305f\u4e88\u9632\u7684\u5229\u4e0b\u3052\u304c\u682a\u5f0f\u5e02\u5834\u3092\u4e0b\u652f\u3048\u3057\u30012026\u5e74\u3082\u5f15\u304d\u7d9a\u304d\u4f01\u696d\u306e\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306b\u3068\u3063\u3066\u30d7\u30e9\u30b9\u306e\u74b0\u5883\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<strong>\u4e00\u65b9\u3067\u7c73\u56fd\u306e\u8ca1\u653f\u8d64\u5b57\u62e1\u5927\u61f8\u5ff5\u3084\u30012026\u5e74\u4e2d\u9593\u9078\u6319\u306b\u5411\u3051\u305f\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306e\u653f\u7b56\u52d5\u5411\u306f\u3001\u5f15\u304d\u7d9a\u304d\u5e02\u5834\u306e\u30ea\u30b9\u30af\u8981\u56e0\u3068\u3057\u3066\u6ce8\u8996\u304c\u5fc5\u8981\u3067\u3059\u3002<\/strong>\u65e5\u672c\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u5186\u30c9\u30eb\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u52d5\u5411\u3082\u91cd\u8981\u306a\u5909\u6570\u3068\u306a\u308b\u305f\u3081\u3001\u70ba\u66ff\u30d8\u30c3\u30b8\u306e\u6d3b\u7528\u3084\u5206\u6563\u6295\u8cc7\u3092\u901a\u3058\u305f\u30ea\u30b9\u30af\u7ba1\u7406\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%81%8A%E3%81%99%E3%81%99%E3%82%81%E7%B1%B3%E5%9B%BD%E6%A0%AA10%E9%81%B8\"><\/span>2026\u5e74\u4e0b\u534a\u671f\u304a\u3059\u3059\u3081\u7c73\u56fd\u682a10\u9078<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u203b\u682a\u4fa1\u306fYahoo!\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u306b\u9077\u79fb\u3057\u307e\u3059<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC1%E4%BD%8D%EF%BC%9AASML_%E3%83%9B%E3%83%BC%E3%83%AB%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%EF%BC%88ASML%EF%BC%89%E2%80%95_%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A3%BD%E9%80%A0%E8%A3%85%E7%BD%AE%E3%81%AE%E7%B5%B6%E5%AF%BE%E7%8E%8B%E8%80%85\"><\/span>\u7b2c1\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/ASML\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML \u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\uff08ASML\uff09<\/a>\u2015 \u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306e\u7d76\u5bfe\u738b\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>ASML<\/strong><\/td><td>ASML\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0 N.V.<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981\uff1aEUV\u9732\u5149\u88c5\u7f6e\u306e\u72ec\u5360\u7684\u4f9b\u7d66\u8005<\/h4>\n\n\n\n<p>ASML\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306f\u3001\u30aa\u30e9\u30f3\u30c0\u306b\u672c\u62e0\u3092\u7f6e\u304f\u4e16\u754c\u552f\u4e00\u306e\u6975\u7aef\u7d2b\u5916\u7dda\uff08EUV\uff09\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002EUV\u88c5\u7f6e\u306f3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0b\u306e\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u3092\u88fd\u9020\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3067\u3042\u308a\u3001TSMC\u3001Samsung\u3001Intel\u306a\u3069\u306e\u4e16\u754c\u30c8\u30c3\u30d7\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u304c\u3053\u306e\u88c5\u7f6e\u306a\u3057\u306b\u306f\u6b21\u4e16\u4ee3\u30c1\u30c3\u30d7\u3092\u4f5c\u308c\u307e\u305b\u3093\u30021\u53f0\u3042\u305f\u308a\u306e\u4fa1\u683c\u304c\u30d0\u30b91\u53f0\u5206\u307b\u3069\u306e\u5927\u304d\u3055\u3067\u7d044\u301c5\u5104\u30c9\u30eb\u306b\u306e\u307c\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001ASML\u306e\u53d7\u6ce8\u306f\u9014\u7d76\u3048\u308b\u3053\u3068\u306a\u304f\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u306e\u6700\u65b0\u696d\u7e3e\u3068\u898b\u901a\u3057<\/h4>\n\n\n\n<p>ASML\u306f2026\u5e74\u7b2c1\u56db\u534a\u671f\uff08Q1\uff09\u306b\u58f2\u4e0a\u9ad888\u5104\u30e6\u30fc\u30ed\u3001\u7d14\u5229\u76ca24\u5104\u30e6\u30fc\u30ed\u3068\u3044\u3046\u529b\u5f37\u3044\u6c7a\u7b97\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u7279\u7b46\u3059\u3079\u304d\u306f\u30012026\u5e74\u901a\u671f\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u3092360\u5104\u301c400\u5104\u30e6\u30fc\u30ed\u3078\u3068\u5f15\u304d\u4e0a\u3052\u305f\u3053\u3068\u3067\u3001\u7c97\u5229\u76ca\u7387\u308251\u301c53%\u306e\u6c34\u6e96\u3092\u7dad\u6301\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u30022025\u5e74Q4\u306b\u306f\u904e\u53bb\u6700\u9ad8\u3068\u306a\u308b132\u5104\u30e6\u30fc\u30ed\u306e\u53d7\u6ce8\uff08\u3046\u3061EUV\u88c5\u7f6e\u304c74\u5104\u30e6\u30fc\u30ed\uff09\u3092\u8a18\u9332\u3057\u3066\u304a\u308a\u30012030\u5e74\u306b\u306f\u5e74\u9593\u58f2\u4e0a\u9ad8440\u5104\u301c600\u5104\u30e6\u30fc\u30ed\u3001\u7c97\u5229\u738756\u301c60%\u3092\u76ee\u6307\u3059\u9577\u671f\u6210\u9577\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u306a\u305c2026\u5e74\u4e0b\u534a\u671f\u306b\u6ce8\u76ee\u3059\u3079\u304d\u304b<\/h4>\n\n\n\n<p>2026\u5e74\u306b\u5165\u308a\u3001ASML\u306e\u682a\u4fa1\u306fV\u5b57\u56de\u5fa9\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u30022025\u5e74\u306e\u8f38\u51fa\u898f\u5236\u554f\u984c\u3067\u63fa\u308c\u305f\u5f8c\u3001EUV\u88c5\u7f6e\u3078\u306e\u65fa\u76db\u306a\u9700\u8981\u304c\u518d\u8a55\u4fa1\u3055\u308c\u3001\u682a\u4fa1\u306f\u307b\u307c\u9ad8\u5024\u570f\u307e\u3067\u56de\u5fa9\u3057\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306fASML\u306e\u30d5\u30a7\u30a2\u30d0\u30ea\u30e5\u30fc\u3092\u5927\u5e45\u306b\u5f15\u304d\u4e0a\u3052\u3066\u304a\u308a\u3001EUV\u88c5\u7f6e\u3078\u306e\u72ec\u5360\u7684\u5730\u4f4d\u30fb\u62e1\u5927\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u57fa\u76e4\u30fb2028\u5e74\u307e\u3067\u7d9a\u304f120\u5104\u30e6\u30fc\u30ed\u306e\u81ea\u793e\u682a\u8cb7\u3044\u8a08\u753b\u304c\u3001\u9577\u671f\u7684\u306a\u682a\u4e3b\u4fa1\u5024\u3092\u652f\u3048\u308b\u3068\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u5411\u3051\u58f2\u4e0a\u306e\u6e1b\u5c11\u3068\u3044\u3046\u9006\u98a8\u306f\u3042\u308b\u3082\u306e\u306e\u3001AI\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u308b\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u3068\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u534a\u5c0e\u4f53\u5411\u3051\u306eEUV\u9700\u8981\u304c\u88dc\u3063\u3066\u4f59\u308a\u3042\u308b\u6210\u9577\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7af6\u5408\u304c\u5b58\u5728\u3057\u306a\u3044\u72ec\u5360\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u53ce\u76ca\u306e\u8cea\u3092\u62c5\u4fdd\u3059\u308b\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u3001\u305d\u3057\u3066\u81a8\u5927\u306a\u53d7\u6ce8\u6b8b\u9ad8\u304c\u30012026\u5e74\u4e0b\u534a\u671f\u306b\u5411\u3051\u305f\u5f37\u529b\u306a\u6295\u8cc7\u6839\u62e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC2%E4%BD%8D%EF%BC%9A%E3%82%A8%E3%83%8C%E3%83%93%E3%83%87%E3%82%A3%E3%82%A2%EF%BC%88NVDA%EF%BC%89%E2%80%95_AI%E6%99%82%E4%BB%A3%E3%81%AE%E5%8D%8A%E5%B0%8E%E4%BD%93%E7%8E%8B%E8%80%85\"><\/span>\u7b2c2\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/NVDA\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09<\/a>\u2015 AI\u6642\u4ee3\u306e\u534a\u5c0e\u4f53\u738b\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>NVDA<\/strong><\/td><td>NVIDIA Corporation<\/td><td>\u534a\u5c0e\u4f53\u30fbAI<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u5727\u5012\u7684\u306a\u6c7a\u7b97\u3068\u6b21\u4e16\u4ee3GPU\u300cRubin\u300d\u3078\u306e\u671f\u5f85<\/h4>\n\n\n\n<p>NVIDIA\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u5e02\u5834\u3092\u727d\u5f15\u3059\u308b\u4e16\u754c\u6700\u5927\u7d1a\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u30022026\u5e74\u521d\u982d\u306e\u6c7a\u7b97\u3067\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd473.2%\u5897\u306e\u7d04681\u5104\u30c9\u30eb\u3001\u7d14\u5229\u76ca\u304c94.5%\u5897\u306e\u7d04429\u5104\u30c9\u30eb\u3068\u3001\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u6642\u4fa1\u7dcf\u984d\u306f4\u5146\u30c9\u30eb\u3092\u8d85\u3048\u3001\u4e00\u6642\u671f\u306f\u4e16\u754c\u6700\u5927\u306e\u4f01\u696d\u3078\u3068\u8e8d\u308a\u51fa\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>2026\u5e74\u4e0b\u534a\u671f\u306b\u306f\u3001\u73fe\u5728\u306e\u4e3b\u529b\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u300cBlackwell\u300d\u306b\u7d9a\u304f\u6b21\u4e16\u4ee3GPU\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cRubin\u300d\u306e\u30ea\u30ea\u30fc\u30b9\u304c\u63a7\u3048\u3066\u3044\u307e\u3059\u3002Vera\u30d7\u30ed\u30bb\u30c3\u30b5\u3084HBM4\u30e1\u30e2\u30ea\u3068\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001AI\u5b66\u7fd2\u30fb\u63a8\u8ad6\u52b9\u7387\u3092\u98db\u8e8d\u7684\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u671f\u5f85\u3055\u308c\u3066\u304a\u308a\u3001\u5927\u624b\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u304b\u3089\u306e\u5148\u884c\u53d7\u6ce8\u3082\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002CUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30ed\u30c3\u30af\u30a4\u30f3\u52b9\u679c\u3082\u4f9d\u7136\u3068\u3057\u3066\u5f37\u56fa\u3067\u3001AMD\u3084Intel\u306e\u8ffd\u3044\u4e0a\u3052\u304c\u3042\u308b\u3068\u306f\u3044\u3048\u3001NVIDIA\u306e\u512a\u4f4d\u6027\u306f\u3057\u3070\u3089\u304f\u7d9a\u304f\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af\u3068\u7559\u610f\u70b9<\/h4>\n\n\n\n<p>\u9ad8\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3068\u8f38\u51fa\u898f\u5236\u30ea\u30b9\u30af\u304c\u4e3b\u306a\u61f8\u5ff5\u4e8b\u9805\u3067\u3059\u3002\u4e2d\u56fd\u5411\u3051AI\u30c1\u30c3\u30d7\u3078\u306e\u8f38\u51fa\u5236\u9650\u304c\u696d\u7e3e\u306e\u4e00\u90e8\u3092\u62bc\u3057\u4e0b\u3052\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u9577\u671f\u4fdd\u6709\u3092\u524d\u63d0\u306b\u3001\u6c7a\u7b97\u306e\u305f\u3073\u306b\u6210\u9577\u306e\u6301\u7d9a\u6027\u3092\u78ba\u8a8d\u3059\u308b\u59ff\u52e2\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC3%E4%BD%8D%EF%BC%9A%E3%83%9E%E3%82%A4%E3%82%AF%E3%83%AD%E3%82%BD%E3%83%95%E3%83%88%EF%BC%88MSFT%EF%BC%89%E2%80%95_AI%E3%82%92%E5%8F%8E%E7%9B%8A%E5%8C%96%E3%81%99%E3%82%8B%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%81%AE%E5%B7%A8%E4%BA%BA\"><\/span>\u7b2c3\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/MSFT\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff08MSFT\uff09<\/a>\u2015 AI\u3092\u53ce\u76ca\u5316\u3059\u308b\u30af\u30e9\u30a6\u30c9\u306e\u5de8\u4eba<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>MSFT<\/strong><\/td><td>Microsoft Corporation<\/td><td>\u30af\u30e9\u30a6\u30c9\u30fbAI\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Azure\u3068Copilot\u304c\u727d\u5f15\u3059\u308b\u53ce\u76ca\u6210\u9577<\/h4>\n\n\n\n<p>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cAzure\u300d\u3068AI\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u300cCopilot\u300d\u3092\u4e2d\u5fc3\u306b\u3001AI\u306e\u53ce\u76ca\u5316\u3092\u6700\u3082\u7740\u5b9f\u306b\u5b9f\u73fe\u3057\u3066\u3044\u308b\u4f01\u696d\u306e\u3072\u3068\u3064\u3067\u3059\u3002OpenAI\u3078\u306e\u5927\u578b\u51fa\u8cc7\u3092\u901a\u3058\u3066\u6700\u5148\u7aef\u306e\u751f\u6210AI\u6280\u8853\u3092\u81ea\u793e\u30b5\u30fc\u30d3\u30b9\u306b\u7d44\u307f\u8fbc\u307f\u3001\u4f01\u696d\u5411\u3051\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30a4\u30fc\u30c8\u306b\u9ad8\u3044\u4ed8\u52a0\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4eca\u5f8c5\u5e74\u9593\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u6570\u767e\u5104\u30c9\u30eb\u898f\u6a21\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u884c\u3046\u8a08\u753b\u3067\u3042\u308a\u3001AI\u6642\u4ee3\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u7af6\u4e89\u3067\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u78ba\u7acb\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002\u5b89\u5b9a\u3057\u305f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u53ce\u76ca\u57fa\u76e4\u3068\u3001AI\u306b\u3088\u308b\u65b0\u305f\u306a\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306e\u7d44\u307f\u5408\u308f\u305b\u304c\u30012026\u5e74\u4e0b\u534a\u671f\u3082\u5805\u8abf\u306a\u682a\u4fa1\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u652f\u3048\u308b\u3068\u671f\u5f85\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC4%E4%BD%8D%EF%BC%9A%E3%82%A2%E3%83%AB%E3%83%95%E3%82%A1%E3%83%99%E3%83%83%E3%83%88%EF%BC%88GOOGL%EF%BC%89%E2%80%95_%E6%A4%9C%E7%B4%A2%E3%83%BBAI%E3%83%BB%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%81%AE%E4%B8%89%E4%BD%8D%E4%B8%80%E4%BD%93\"><\/span>\u7b2c4\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/GOOGL\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\uff08GOOGL\uff09<\/a>\u2015 \u691c\u7d22\u30fbAI\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u4e09\u4f4d\u4e00\u4f53<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>GOOGL<\/strong><\/td><td>Alphabet Inc.<\/td><td>\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30fbAI\u30fb\u30af\u30e9\u30a6\u30c9<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">TPU\u300cIronwood\u300d\u3068AI\u7d71\u5408\u3067\u518d\u8a55\u4fa1<\/h4>\n\n\n\n<p>Alphabet\u306f\u3001Google\u691c\u7d22\u30fbYouTube\u5e83\u544a\u30fbGoogle Cloud\u306e\u4e09\u4e8b\u696d\u3092\u67f1\u306b\u5b89\u5b9a\u3057\u305f\u53ce\u76ca\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u30022026\u5e744\u6708\u306b\u306f\u7b2c7\u4e16\u4ee3\u306e\u81ea\u793e\u958b\u767aAI\u30c1\u30c3\u30d7TPU\u300cIronwood\u300d\u3092\u5c0e\u5165\u3057\u3001AI\u51e6\u7406\u306e\u30d4\u30fc\u30af\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5f93\u6765\u6bd410\u500d\u306b\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001NVIDIA\u3078\u306e\u4f9d\u5b58\u5ea6\u3092\u4e0b\u3052\u306a\u304c\u3089\u81ea\u793e\u30a4\u30f3\u30d5\u30e9\u306e\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u3092\u9ad8\u3081\u308b\u6226\u7565\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u76f4\u8fd1\u6c7a\u7b97\u3067\u306f\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd418%\u5897\u306e\u7d041,138\u5104\u30c9\u30eb\u3001\u7d14\u5229\u76ca\u304c29.8%\u5897\u306e\u7d04344\u5104\u30c9\u30eb\u3068\u5927\u5e45\u306a\u5897\u53ce\u5897\u76ca\u3092\u9054\u6210\u3002\u8c4a\u5bcc\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30ea\u30b6\u30fc\u30d6\u3092\u80cc\u666f\u306b\u7814\u7a76\u958b\u767a\u3084\u8cb7\u53ce\u3092\u7a4d\u6975\u5316\u3057\u3066\u304a\u308a\u3001\u5927\u578b\u4f01\u696d\u3067\u3042\u308a\u306a\u304c\u3089\u4e2d\u9577\u671f\u306e\u6210\u9577\u4f59\u5730\u304c\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u30022026\u5e74\u5ea6\u306b\u306f\u81ea\u793e\u682a\u8cb7\u3044\u3068\u914d\u5f53\u3092\u901a\u3058\u3066411\u5104\u30c9\u30eb\u306e\u682a\u4e3b\u9084\u5143\u3082\u8a08\u753b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC5%E4%BD%8D%EF%BC%9A%E3%83%A1%E3%82%BF%E3%83%BB%E3%83%97%E3%83%A9%E3%83%83%E3%83%88%E3%83%95%E3%82%A9%E3%83%BC%E3%83%A0%E3%82%BA%EF%BC%88META%EF%BC%89%E2%80%95_AI%E3%81%A7%E8%98%87%E3%81%A3%E3%81%9F%E3%82%BD%E3%83%BC%E3%82%B7%E3%83%A3%E3%83%AB%E3%83%A1%E3%83%87%E3%82%A3%E3%82%A2%E3%81%AE%E8%A6%87%E8%80%85\"><\/span>\u7b2c5\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/META\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30e1\u30bf\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30ba\uff08META\uff09<\/a>\u2015 AI\u3067\u8607\u3063\u305f\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u306e\u8987\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>META<\/strong><\/td><td>Meta Platforms, Inc.<\/td><td>\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u30fbAI<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u5e83\u544a\u53ce\u76ca\u306e\u5287\u7684\u56de\u5fa9\u3068AR\/VR\u6295\u8cc7<\/h4>\n\n\n\n<p>Meta\u306fFacebook\u30fbInstagram\u30fbWhatsApp\u3092\u64c1\u3059\u308b\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u6700\u5927\u624b\u3068\u3057\u3066\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u5e83\u544a\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u7cbe\u5ea6\u306e\u5411\u4e0a\u306b\u3088\u308a\u3001\u5e83\u544a\u53ce\u76ca\u304c\u5287\u7684\u306b\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002Llama\u30b7\u30ea\u30fc\u30ba\u306e\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u3092\u7a4d\u6975\u7684\u306b\u5c55\u958b\u3057\u3001AI\u5206\u91ce\u3067\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u78ba\u7acb\u3057\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30e1\u30bf\u30d0\u30fc\u30b9\u30fbAR\/VR\u5206\u91ce\u3078\u306e\u9577\u671f\u6295\u8cc7\u306f\u4f9d\u7136\u3068\u3057\u3066\u9032\u884c\u4e2d\u3067\u3059\u304c\u3001Ray-Ban Meta\u30b9\u30de\u30fc\u30c8\u30b0\u30e9\u30b9\u3084Quest VR\u30d8\u30c3\u30c9\u30bb\u30c3\u30c8\u306e\u8ca9\u58f2\u304c\u7740\u5b9f\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u6b21\u4e16\u4ee3\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u78ba\u7acb\u306b\u5411\u3051\u305f\u5e03\u77f3\u304c\u6253\u305f\u308c\u3066\u3044\u307e\u3059\u30022026\u5e74\u306b\u304a\u3044\u3066\u3082\u65fa\u76db\u306a\u8a2d\u5099\u6295\u8cc7\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u5927\u898f\u6a21\u6295\u8cc7\u304c\u30b5\u30fc\u30d3\u30b9\u7af6\u4e89\u529b\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308b\u3068\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC6%E4%BD%8D%EF%BC%9A%E3%82%A2%E3%83%9E%E3%82%BE%E3%83%B3%E3%83%BB%E3%83%89%E3%83%83%E3%83%88%E3%83%BB%E3%82%B3%E3%83%A0%EF%BC%88AMZN%EF%BC%89%E2%80%95_%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%81%A8E%E3%82%B3%E3%83%9E%E3%83%BC%E3%82%B9%E3%81%AE%E4%BA%8C%E8%BC%AA%E9%A7%86%E5%8B%95\"><\/span>\u7b2c6\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/AMZN\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a2\u30de\u30be\u30f3\u30fb\u30c9\u30c3\u30c8\u30fb\u30b3\u30e0\uff08AMZN\uff09<\/a>\u2015 \u30af\u30e9\u30a6\u30c9\u3068E\u30b3\u30de\u30fc\u30b9\u306e\u4e8c\u8f2a\u99c6\u52d5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>AMZN<\/strong><\/td><td>Amazon.com, Inc.<\/td><td>\u30af\u30e9\u30a6\u30c9\u30fbE\u30b3\u30de\u30fc\u30b9\u30fbAI<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">AWS\u6210\u9577\u52a0\u901f\u3068AI\u9700\u8981\u306e\u53d6\u308a\u8fbc\u307f<\/h4>\n\n\n\n<p>Amazon\u306f\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u300cAWS\uff08Amazon Web Services\uff09\u300d\u306b\u304a\u3044\u3066Microsoft Azure\u3001Google Cloud\u3068\u4e26\u3076\u30c8\u30c3\u30d73\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u3057\u3066\u3001AI\u95a2\u9023\u306e\u30af\u30e9\u30a6\u30c9\u9700\u8981\u306e\u6025\u5897\u304b\u3089\u5927\u304d\u306a\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002AI\u5b66\u7fd2\u30fb\u63a8\u8ad6\u5411\u3051\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u304c\u7206\u767a\u7684\u306b\u62e1\u5927\u3059\u308b\u4e2d\u3001AWS\u306e\u6210\u9577\u7387\u306f\u518d\u52a0\u901f\u3057\u3066\u304a\u308a\u3001Amazon\u306e\u4f01\u696d\u4fa1\u5024\u306e\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>E\u30b3\u30de\u30fc\u30b9\u4e8b\u696d\u306b\u304a\u3044\u3066\u3082\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u7269\u6d41\u6700\u9069\u5316\u30fb\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u30fb\u97f3\u58f0AI\u300cAlexa\u300d\u306e\u5237\u65b0\u306a\u3069\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u56fd\u5185\u5916\u30671\u65e5\u3042\u305f\u308a\u7d04139\u5104\u30c9\u30eb\u306e\u58f2\u8cb7\u4ee3\u91d1\u304c\u96c6\u307e\u308b\u4eba\u6c17\u9298\u67c4\u3067\u3042\u308a\u3001\u30af\u30e9\u30a6\u30c9\u3068E\u30b3\u30de\u30fc\u30b9\u306e\u4e8c\u8f2a\u99c6\u52d5\u304c2026\u5e74\u4e0b\u534a\u671f\u306e\u5b89\u5b9a\u6210\u9577\u3092\u652f\u3048\u308b\u6839\u62e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC7%E4%BD%8D%EF%BC%9A%E3%83%96%E3%83%AD%E3%83%BC%E3%83%89%E3%82%B3%E3%83%A0%EF%BC%88AVGO%EF%BC%89%E2%80%95_%E3%82%AB%E3%82%B9%E3%82%BF%E3%83%A0AI%E3%83%81%E3%83%83%E3%83%97%E3%81%A8%E9%80%9A%E4%BF%A1%E5%8D%8A%E5%B0%8E%E4%BD%93%E3%81%AE%E7%B7%8F%E5%90%88%E5%8A%9B\"><\/span>\u7b2c7\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/AVGO\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\uff09<\/a>\u2015 \u30ab\u30b9\u30bf\u30e0AI\u30c1\u30c3\u30d7\u3068\u901a\u4fe1\u534a\u5c0e\u4f53\u306e\u7dcf\u5408\u529b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>AVGO<\/strong><\/td><td>Broadcom Inc.<\/td><td>\u534a\u5c0e\u4f53\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ab\u30b9\u30bf\u30e0AI\u30c1\u30c3\u30d7\u9700\u8981\u3068\u5b89\u5b9a\u914d\u5f53\u306e\u4e21\u7acb<\/h4>\n\n\n\n<p>Broadcom\u306f\u534a\u5c0e\u4f53\u3068\u30a4\u30f3\u30d5\u30e9\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u8907\u5408\u4f01\u696d\u3068\u3057\u3066\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30ab\u30b9\u30bf\u30e0ASIC\uff08\u7279\u5b9a\u7528\u9014\u5411\u3051\u96c6\u7a4d\u56de\u8def\uff09\u306e\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u3057\u3066\u6025\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002Google\u3084Meta\u5411\u3051\u306eAI\u5c02\u7528\u30c1\u30c3\u30d7\u8a2d\u8a08\u3092\u53d7\u8a17\u3057\u3066\u304a\u308a\u3001NVIDIA\u3078\u306e\u4ee3\u66ff\u30fb\u88dc\u5b8c\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3080\u6226\u7565\u7684\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>VMware\u306e\u8cb7\u53ce\u5b8c\u4e86\u306b\u3088\u308a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e8b\u696d\u3082\u5927\u5e45\u306b\u62e1\u5927\u3057\u3001\u5b89\u5b9a\u3057\u305f\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u76ca\u304c\u52a0\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u9ad8\u3044\u914d\u5f53\u5229\u56de\u308a\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u6210\u9577\u6295\u8cc7\u3082\u884c\u3046\u300c\u6210\u9577\u3068\u5b89\u5b9a\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u300d\u9298\u67c4\u3068\u3057\u3066\u30012026\u5e74\u306e\u5e45\u5e83\u3044\u6295\u8cc7\u5bb6\u304b\u3089\u652f\u6301\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC8%E4%BD%8D%EF%BC%9A%E3%83%91%E3%83%A9%E3%83%B3%E3%83%86%E3%82%A3%E3%82%A2%E3%83%BB%E3%83%86%E3%82%AF%E3%83%8E%E3%83%AD%E3%82%B8%E3%83%BC%E3%82%BA%EF%BC%88PLTR%EF%BC%89%E2%80%95_AI%E3%83%87%E3%83%BC%E3%82%BF%E5%88%86%E6%9E%90%E3%81%AE%E9%98%B2%E8%A1%9B%E3%83%BB%E6%B0%91%E9%96%93%E5%8F%8C%E6%96%B9%E3%81%AE%E6%97%97%E6%89%8B\"><\/span>\u7b2c8\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/PLTR\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\uff08PLTR\uff09<\/a>\u2015 AI\u30c7\u30fc\u30bf\u5206\u6790\u306e\u9632\u885b\u30fb\u6c11\u9593\u53cc\u65b9\u306e\u65d7\u624b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>PLTR<\/strong><\/td><td>Palantir Technologies Inc.<\/td><td>AI\u30fb\u30c7\u30fc\u30bf\u5206\u6790\u30fb\u9632\u885b<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u653f\u5e9c\u30fb\u6c11\u9593\u53cc\u65b9\u3067AI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u6025\u62e1\u5927<\/h4>\n\n\n\n<p>Palantir\u306f\u3001\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u5206\u6790AI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u653f\u5e9c\u6a5f\u95a2\uff08\u7c73\u56fd\u9632\u7dcf\u7701\u30fb\u60c5\u5831\u6a5f\u95a2\uff09\u3068\u6c11\u9593\u4f01\u696d\u306e\u53cc\u65b9\u306b\u63d0\u4f9b\u3059\u308b\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u30022026\u5e74\u3082\u5404\u56fd\u306e\u9632\u885b\u529b\u5f37\u5316\u306e\u6d41\u308c\u306e\u4e2d\u3067\u653f\u5e9c\u90e8\u9580\u306e\u53d7\u6ce8\u304c\u5805\u8abf\u3067\u3042\u308a\u3001\u6c11\u9593\u90e8\u9580\u3067\u306f\u88fd\u9020\u696d\u30fb\u533b\u7642\u30fb\u91d1\u878d\u6a5f\u95a2\u3078\u306eAIP\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5c55\u958b\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u696d\u7e3e\u306e\u9ed2\u5b57\u8ee2\u63db\u3092\u679c\u305f\u3057\u3066\u304b\u3089\u9ad8\u3044\u5229\u76ca\u6210\u9577\u7387\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001AI\u304c\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u610f\u601d\u6c7a\u5b9a\u3092\u652f\u63f4\u3059\u308b\u300c\u5fdc\u7528AI\u300d\u306e\u65d7\u624b\u3068\u3057\u3066\u8a55\u4fa1\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8\u3055\u304c\u30ea\u30b9\u30af\u3067\u3059\u304c\u3001\u6210\u9577\u6027\u91cd\u8996\u306e\u6295\u8cc7\u5bb6\u306b\u306f\u5f15\u304d\u7d9a\u304d\u6ce8\u76ee\u306e\u9298\u67c4\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC9%E4%BD%8D%EF%BC%9A%E3%82%A4%E3%83%BC%E3%83%A9%E3%82%A4%E3%83%AA%E3%83%AA%E3%83%BC%EF%BC%88LLY%EF%BC%89%E2%80%95_GLP-1%E8%96%AC%E3%81%8C%E6%8B%93%E3%81%8F%E3%83%98%E3%83%AB%E3%82%B9%E3%82%B1%E3%82%A2%E3%81%AE%E6%96%B0%E6%99%82%E4%BB%A3\"><\/span>\u7b2c9\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/LLY\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a4\u30fc\u30e9\u30a4\u30ea\u30ea\u30fc\uff08LLY\uff09<\/a>\u2015 GLP-1\u85ac\u304c\u62d3\u304f\u30d8\u30eb\u30b9\u30b1\u30a2\u306e\u65b0\u6642\u4ee3<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>LLY<\/strong><\/td><td>Eli Lilly and Company<\/td><td>\u533b\u85ac\u54c1\u30fb\u30d8\u30eb\u30b9\u30b1\u30a2<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u80a5\u6e80\u30fb\u7cd6\u5c3f\u75c5\u6cbb\u7642\u85ac\u306e\u7206\u767a\u7684\u9700\u8981<\/h4>\n\n\n\n<p>\u30a4\u30fc\u30e9\u30a4\u30ea\u30ea\u30fc\u306f\u3001GLP-1\u53d7\u5bb9\u4f53\u4f5c\u52d5\u85ac\uff08\u80a5\u6e80\u30fb\u7cd6\u5c3f\u75c5\u6cbb\u7642\u85ac\uff09\u300cMounjaro\u300d\u300cZepbound\u300d\u306e\u7206\u767a\u7684\u306a\u9700\u8981\u306b\u3088\u308a\u3001\u533b\u85ac\u54c1\u696d\u754c\u3067\u6700\u3082\u6ce8\u76ee\u3055\u308c\u308b\u6210\u9577\u9298\u67c4\u306e\u4e00\u3064\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u80a5\u6e80\u306f\u7c73\u56fd\u3067\u56fd\u6c11\u7684\u306a\u5065\u5eb7\u554f\u984c\u3067\u3042\u308a\u3001\u653f\u5e9c\u30fb\u4fdd\u967a\u4f1a\u793e\u3068\u3082\u306b\u6cbb\u7642\u85ac\u306e\u30ab\u30d0\u30ec\u30c3\u30b8\u62e1\u5927\u3092\u9032\u3081\u3066\u304a\u308a\u3001\u9577\u671f\u7684\u306a\u5e02\u5834\u62e1\u5927\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30bb\u30af\u30bf\u30fc\u504f\u91cd\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u304a\u3051\u308b\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u306a\u5206\u6563\u5148\u3068\u3057\u3066\u3001\u307e\u305f\u72ec\u81ea\u306e\u5f37\u529b\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u6301\u3064\u9298\u67c4\u3068\u3057\u3066\u30012026\u5e74\u4e0b\u534a\u671f\u3082\u6295\u8cc7\u5bb6\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002\u88fd\u9020\u80fd\u529b\u306e\u5897\u5f37\u3082\u9032\u3093\u3067\u304a\u308a\u3001\u4f9b\u7d66\u5236\u7d04\u306e\u7de9\u548c\u304c\u696d\u7e3e\u62e1\u5927\u306e\u30ab\u30bf\u30ea\u30b9\u30c8\u3068\u306a\u308b\u898b\u901a\u3057\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC10%E4%BD%8D%EF%BC%9A%E3%83%9E%E3%82%A4%E3%82%AF%E3%83%AD%E3%83%B3%E3%83%BB%E3%83%86%E3%82%AF%E3%83%8E%E3%83%AD%E3%82%B8%E3%83%BC%EF%BC%88MU%EF%BC%89%E2%80%95_AI%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BB%E3%82%B9%E3%83%BC%E3%83%91%E3%83%BC%E3%82%B5%E3%82%A4%E3%82%AF%E3%83%AB%E3%81%AE%E4%B8%BB%E5%BD%B9\"><\/span>\u7b2c10\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/MU\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff08MU\uff09<\/a>\u2015 AI\u30e1\u30e2\u30ea\u30fb\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u306e\u4e3b\u5f79<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af\u6c34\u6e96<\/strong><\/td><\/tr><tr><td><strong>MU<\/strong><\/td><td>Micron Technology, Inc.<\/td><td>\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea\u30fbHBM<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">HBM4\u91cf\u7523\u958b\u59cb\u3067AI\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u306e\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3078<\/h4>\n\n\n\n<p>\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001DRAM\u30fbNAND\u30fbNOR\u30e1\u30e2\u30ea\u304a\u3088\u3073\u30b9\u30c8\u30ec\u30fc\u30b8\u88fd\u54c1\u3092\u300cMicron\u300d\u300cCrucial\u300d\u30d6\u30e9\u30f3\u30c9\u3067\u63d0\u4f9b\u3059\u308b\u4e16\u754c\u30c8\u30c3\u30d73\u306e\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u3067\u3059\uff08Samsung\u3001SK Hynix\u3068\u4e26\u3076\uff09\u3002\u58f2\u4e0a\u69cb\u6210\u306fDRAM\u304c\u7d0476%\u3001NAND\u304c\u7d0423%\u3067\u3042\u308a\u3001\u304b\u3064\u3066\u306f\u666f\u6c17\u5faa\u74b0\u578b\u306e\u300c\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u4f01\u696d\u300d\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u306e\u958b\u767a\u306b\u3088\u308a\u3001AI\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u306e\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3078\u3068\u5287\u7684\u306a\u5909\u8c8c\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>2026\u5e743\u6708\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306f\u6b21\u4e16\u4ee3AI\u30e1\u30e2\u30ea\u300cHBM4\u300d\u306e\u91cf\u7523\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002HBM4\u306fHBM3E\u3068\u6bd4\u8f03\u3057\u3066\u5e2f\u57df\u5e45\u304c2.3\u500d\u306b\u5411\u4e0a\u3057\u3001\u96fb\u529b\u52b9\u7387\u308220%\u4ee5\u4e0a\u6539\u5584\u3055\u308c\u3066\u304a\u308a\u3001NVIDIA\u306e\u6b21\u4e16\u4ee3AI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cRubin\u300d\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30ab\u30b9\u30bf\u30e0\u88fd\u54c1\u306e\u51fa\u8377\u3092\u958b\u59cb\u3057\u3066\u3044\u307e\u3059\u30022026\u5e74\u306e\u66a6\u5e74\u5168\u4f53\u3067HBM\u751f\u7523\u80fd\u529b\u304c\u5b8c\u58f2\u72b6\u614b\u306b\u3042\u308a\u3001\u5f37\u529b\u306a\u4fa1\u683c\u6c7a\u5b9a\u6a29\u3068\u9ad8\u3044\u5229\u76ca\u7387\u3092\u4eab\u53d7\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u9a5a\u7570\u7684\u306a\u696d\u7e3e\u6210\u9577\u3068\u5272\u5b89\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3<\/h4>\n\n\n\n<p>\u76f4\u8fd1\u6c7a\u7b97\uff082026\u5e742\u6708\u671f\uff09\u3067\u306f\u58f2\u4e0a\u9ad8238.6\u5104\u30c9\u30eb\u3001\u5f53\u671f\u7d14\u5229\u76ca137.9\u5104\u30c9\u30eb\u3092\u8a08\u4e0a\u3002EPS\u6210\u9577\u7387\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u306f\u7d04900%\u3068\u9a5a\u7570\u7684\u306a\u6c34\u6e96\u306b\u3042\u308a\u307e\u3059\u3002\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u4e88\u60f3PER\u304c8\u301c12\u500d\u53f0\u3068\u3001NVIDIA\u306e24\u500d\u8d85\u3084\u534a\u5c0e\u4f53\u696d\u754c\u4e2d\u592e\u5024\u306e32\u500d\u3092\u5927\u5e45\u306b\u4e0b\u56de\u308b\u5272\u5b89\u3055\u306b\u3042\u308b\u3053\u3068\u3067\u3059\u3002HBM\u306e\u5e02\u5834\u898f\u6a21\u306f2025\u5e74\u306e350\u5104\u30c9\u30eb\u304b\u30892028\u5e74\u306b\u306f1,000\u5104\u30c9\u30eb\u8d85\u30783\u500d\u4ee5\u4e0a\u62e1\u5927\u3059\u308b\u898b\u901a\u3057\u3067\u3042\u308a\u3001\u3053\u306eAI\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u304c\u5f93\u6765\u306e\u597d\u4e0d\u6cc1\u30b5\u30a4\u30af\u30eb\u3092\u51cc\u99d5\u3059\u308b\u3068\u306e\u898b\u65b9\u304c\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af\u3068\u7559\u610f\u70b9<\/h4>\n\n\n\n<p>\u4e3b\u306a\u30ea\u30b9\u30af\u306f\u3001SK Hynix\u3084Samsung\u3068\u306e\u7af6\u4e89\u6fc0\u5316\u3001\u534a\u5c0e\u4f53\u30b5\u30a4\u30af\u30eb\u306e\u5468\u671f\u6027\u3001\u304a\u3088\u3073\u5de8\u984d\u306e\u8a2d\u5099\u6295\u8cc7\uff082026\u5e74\u5ea6250\u5104\u30c9\u30eb\u4ee5\u4e0a\uff09\u3067\u3059\u3002NVIDIA\u306eVera Rubin\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5411\u3051\u306e\u521d\u671f\u4f9b\u7d66\u30b7\u30a7\u30a2\u3067SK Hynix\u306b\u5f8c\u308c\u3092\u53d6\u3063\u3066\u3044\u308b\u70b9\u3082\u77ed\u671f\u7684\u306a\u61f8\u5ff5\u6750\u6599\u3067\u3059\u3002\u9ad8\u30ea\u30b9\u30af\u30fb\u9ad8\u30ea\u30bf\u30fc\u30f3\u3092\u8a31\u5bb9\u3067\u304d\u308b\u6295\u8cc7\u5bb6\u5411\u3051\u306e\u9298\u67c4\u3067\u3059\u304c\u3001AI\u9700\u8981\u306e\u69cb\u9020\u7684\u62e1\u5927\u3092\u524d\u63d0\u3068\u3059\u308c\u3070\u3001\u4e2d\u9577\u671f\u306e\u6210\u9577\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb\u306f\u975e\u5e38\u306b\u5927\u304d\u3044\u3068\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"10%E9%8A%98%E6%9F%84%E3%81%AE%E6%AF%94%E8%BC%83%E3%81%BE%E3%81%A8%E3%82%81%E3%81%A8%E6%8A%95%E8%B3%87%E6%88%A6%E7%95%A5\"><\/span><strong>10\u9298\u67c4\u306e\u6bd4\u8f03\u307e\u3068\u3081\u3068\u6295\u8cc7\u6226\u7565<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u9806\u4f4d<\/strong><\/td><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u6295\u8cc7\u30c6\u30fc\u30de<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td>1<\/td><td><strong>ASML<\/strong><\/td><td>EUV\u72ec\u5360\u30fb\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>2<\/td><td><strong>NVDA<\/strong><\/td><td>AI GPU\u30fb\u6b21\u4e16\u4ee3Rubin<\/td><td>\u534a\u5c0e\u4f53\u30fbAI<\/td><td>\u9ad8<\/td><\/tr><tr><td>3<\/td><td><strong>MSFT<\/strong><\/td><td>Azure\u30fbCopilot\u30fbAI\u53ce\u76ca\u5316<\/td><td>\u30af\u30e9\u30a6\u30c9\u30fbAI<\/td><td>\u4e2d<\/td><\/tr><tr><td>4<\/td><td><strong>GOOGL<\/strong><\/td><td>\u691c\u7d22\u30fbTPU\u30fbGemini AI<\/td><td>\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30fbAI<\/td><td>\u4e2d<\/td><\/tr><tr><td>5<\/td><td><strong>META<\/strong><\/td><td>\u5e83\u544aAI\u30fbAR\/VR\u30fbLlama<\/td><td>\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>6<\/td><td><strong>AMZN<\/strong><\/td><td>AWS\u30fbE\u30b3\u30de\u30fc\u30b9\u30fbAI<\/td><td>\u30af\u30e9\u30a6\u30c9\u30fb\u5c0f\u58f2<\/td><td>\u4e2d<\/td><\/tr><tr><td>7<\/td><td><strong>AVGO<\/strong><\/td><td>\u30ab\u30b9\u30bf\u30e0ASIC\u30fbVMware<\/td><td>\u534a\u5c0e\u4f53\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>8<\/td><td><strong>PLTR<\/strong><\/td><td>\u9632\u885bAI\u30fb\u30c7\u30fc\u30bf\u5206\u6790<\/td><td>AI\u30fb\u9632\u885b<\/td><td>\u9ad8<\/td><\/tr><tr><td>9<\/td><td><strong>LLY<\/strong><\/td><td>GLP-1\u30fb\u80a5\u6e80\u6cbb\u7642\u85ac<\/td><td>\u30d8\u30eb\u30b9\u30b1\u30a2<\/td><td>\u4e2d<\/td><\/tr><tr><td>10<\/td><td><strong>MU<\/strong><\/td><td>HBM4\u30fbAI\u30e1\u30e2\u30ea\u30fbDRAM<\/td><td>\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%9D%E3%83%BC%E3%83%88%E3%83%95%E3%82%A9%E3%83%AA%E3%82%AA%E6%A7%8B%E7%AF%89%E3%81%AE%E8%80%83%E3%81%88%E6%96%B9\"><\/span><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u306e\u8003\u3048\u65b9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u4e0a\u8a1810\u9298\u67c4\u3092\u3059\u3079\u3066\u4fdd\u6709\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u30fb\u6295\u8cc7\u76ee\u6a19\u30fb\u6295\u8cc7\u984d\u306b\u5fdc\u3058\u3066\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u7d44\u307f\u5408\u308f\u305b\u3092\u691c\u8a0e\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00a0<strong>\u6210\u9577\u91cd\u8996\u578b\uff1a<\/strong>NVDA\u30fbASML\u30fbMETA\u30fbPLTR\u3092\u4e2d\u5fc3\u306b\u69cb\u6210\u3002\u9ad8\u30ea\u30b9\u30af\u30fb\u9ad8\u30ea\u30bf\u30fc\u30f3\u3092\u72d9\u3046<\/li>\n\n\n\n<li><strong>\u30d0\u30e9\u30f3\u30b9\u578b\uff1a<\/strong>MSFT\u30fbGOOGL\u30fbAMZN\u30fbAVGO\u3092\u8ef8\u306b\u3001LLY\u3068MU\u3067AI\u30a4\u30f3\u30d5\u30e9\u3092\u88dc\u5b8c<\/li>\n\n\n\n<li><strong>\u5b89\u5b9a\u91cd\u8996\u578b\uff1a<\/strong>LLY\u30fbMSFT\u30fbAMZN\u3092\u4e2d\u5fc3\u306b\u69cb\u6210\u3002\u666f\u6c17\u5909\u52d5\u3078\u306e\u8010\u6027\u3068\u5b89\u5b9a\u914d\u5f53\u3092\u91cd\u8996<\/li>\n\n\n\n<li><strong>\u30c6\u30fc\u30de\u7279\u5316\u578b\uff1a<\/strong>AI\u534a\u5c0e\u4f53\u30c1\u30a7\u30fc\u30f3\uff08ASML\u30fbNVDA\u30fbAVGO\u30fbMU\uff09\u3067\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3092\u30ab\u30d0\u30fc<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%8A%95%E8%B3%87%E3%82%92%E8%A1%8C%E3%81%86%E9%9A%9B%E3%81%AE%E4%B8%BB%E3%81%AA%E3%83%AA%E3%82%B9%E3%82%AF%E8%A6%81%E5%9B%A0\"><\/span><strong>\u6295\u8cc7\u3092\u884c\u3046\u969b\u306e\u4e3b\u306a\u30ea\u30b9\u30af\u8981\u56e0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_%E7%B1%B3%E4%B8%AD%E8%B2%BF%E6%98%93%E6%91%A9%E6%93%A6%E3%81%A8%E8%BC%B8%E5%87%BA%E8%A6%8F%E5%88%B6\"><\/span><strong>1. \u7c73\u4e2d\u8cbf\u6613\u6469\u64e6\u3068\u8f38\u51fa\u898f\u5236<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\uff08ASML\u30fbNVDA\u30fbAVGO\u306a\u3069\uff09\u306f\u3001\u7c73\u4e2d\u9593\u306e\u8f38\u51fa\u898f\u5236\u5f37\u5316\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u4e2d\u56fd\u306f\u591a\u304f\u306e\u5148\u7aef\u534a\u5c0e\u4f53\u4f01\u696d\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u5e02\u5834\u3067\u3042\u308a\u3001\u898f\u5236\u306e\u5909\u5316\u304c\u696d\u7e3e\u306b\u76f4\u63a5\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_%E3%83%90%E3%83%AA%E3%83%A5%E3%82%A8%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E3%81%AE%E9%AB%98%E3%81%95\"><\/span><strong>2. \u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8\u3055<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u7279\u306bNVIDIA\u30fbPalantir\u306a\u3069\u306f\u6b74\u53f2\u7684\u306b\u3082\u9ad8\u3044PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u6c34\u6e96\u306b\u3042\u308a\u307e\u3059\u3002\u696d\u7e3e\u304c\u5e02\u5834\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u5834\u5408\u3001\u682a\u4fa1\u306e\u6025\u843d\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002\u9577\u671f\u8996\u70b9\u3067\u306e\u7a4d\u307f\u7acb\u3066\u6295\u8cc7\u304c\u6709\u52b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_%E9%87%91%E5%88%A9%E3%83%BB%E3%83%9E%E3%82%AF%E3%83%AD%E7%92%B0%E5%A2%83%E3%81%AE%E5%A4%89%E5%8C%96\"><\/span><strong>3. \u91d1\u5229\u30fb\u30de\u30af\u30ed\u74b0\u5883\u306e\u5909\u5316<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>FRB\u306e\u91d1\u878d\u653f\u7b56\u8ee2\u63db\u3084\u666f\u6c17\u5f8c\u9000\u30ea\u30b9\u30af\u304c\u9855\u5728\u5316\u3057\u305f\u5834\u5408\u3001\u6210\u9577\u682a\u306f\u8abf\u6574\u3092\u53d7\u3051\u3084\u3059\u3044\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002\u5206\u6563\u6295\u8cc7\u3068\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_%E7%82%BA%E6%9B%BF%E3%83%AA%E3%82%B9%E3%82%AF\"><\/span><strong>4. \u70ba\u66ff\u30ea\u30b9\u30af<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u65e5\u672c\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u5186\u9ad8\u30fb\u30c9\u30eb\u5b89\u306f\u7c73\u56fd\u682a\u6295\u8cc7\u306e\u30ea\u30bf\u30fc\u30f3\u3092\u76ee\u6e1b\u308a\u3055\u305b\u307e\u3059\u3002\u9577\u671f\u6295\u8cc7\u306b\u304a\u3044\u3066\u306f\u70ba\u66ff\u5909\u52d5\u306e\u5e73\u5747\u5316\u52b9\u679c\u304c\u50cd\u304d\u307e\u3059\u304c\u3001\u77ed\u671f\u7684\u306b\u306f\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%BE%E3%81%A8%E3%82%81%EF%BC%9A2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%81%AF%E3%80%8CAI%E5%8F%8E%E7%9B%8A%E5%8C%96%E3%80%8D%E3%81%A8%E3%80%8C%E5%88%86%E6%95%A3%E3%80%8D%E3%81%8C%E3%82%AD%E3%83%BC%E3%83%AF%E3%83%BC%E3%83%89\"><\/span><strong>\u307e\u3068\u3081\uff1a2026\u5e74\u4e0b\u534a\u671f\u306f\u300cAI\u53ce\u76ca\u5316\u300d\u3068\u300c\u5206\u6563\u300d\u304c\u30ad\u30fc\u30ef\u30fc\u30c9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>2026\u5e74\u4e0b\u534a\u671f\u306e\u7c73\u56fd\u682a\u6295\u8cc7\u306b\u304a\u3044\u3066\u6700\u3082\u91cd\u8981\u306a\u30ad\u30fc\u30ef\u30fc\u30c9\u306f\u300cAI\u53ce\u76ca\u5316\u300d\u3068\u300c\u30bb\u30af\u30bf\u30fc\u5206\u6563\u300d\u3067\u3059\u3002<\/strong>ASML\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306e\u3088\u3046\u306b\u7af6\u5408\u4e0d\u5728\u306e\u72ec\u5360\u7684\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3092\u6301\u3061\u3001\u534a\u5c0e\u4f53\u7523\u696d\u306e\u30a2\u30c3\u30d7\u30b5\u30a4\u30af\u30eb\u304b\u3089\u76f4\u63a5\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u306f\u3001\u9577\u671f\u6295\u8cc7\u306e\u6838\u3068\u306a\u308b\u5b58\u5728\u3067\u3059\u3002NVIDIA\u3092\u306f\u3058\u3081\u3068\u3059\u308bAI\u30a4\u30f3\u30d5\u30e9\u4f01\u696d\u306f\u5f15\u304d\u7d9a\u304d\u529b\u5f37\u3044\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u304c\u3001\u8a55\u4fa1\u304c\u9ad8\u3044\u5206\u3060\u3051\u696d\u7e3e\u3078\u306e\u671f\u5f85\u5024\u3082\u9ad8\u304f\u3001\u6c7a\u7b97\u306e\u305f\u3073\u306b\u7cbe\u67fb\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>\u4e00\u65b9\u3067Microsoft\u30fbAlphabet\u30fbMeta\u3068\u3044\u3063\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u306f\u3001AI\u3092\u5b9f\u969b\u306e\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u306b\u5909\u3048\u308b\u30d5\u30a7\u30fc\u30ba\u3067\u771f\u4fa1\u3092\u767a\u63ee\u3057\u3066\u304a\u308a\u3001\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u6210\u9577\u682a\u3068\u3057\u3066\u9b45\u529b\u304c\u3042\u308a\u307e\u3059\u3002<\/strong>\u305d\u3053\u306b\u30a4\u30fc\u30e9\u30a4\u30ea\u30ea\u30fc\u306e\u3088\u3046\u306a\u30d8\u30eb\u30b9\u30b1\u30a2\u6210\u9577\u682a\u3084\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u3088\u3046\u306aAI\u30e1\u30e2\u30ea\u306e\u8987\u6a29\u3092\u72d9\u3046\u534a\u5c0e\u4f53\u682a\u3092\u52a0\u3048\u308b\u3053\u3068\u3067\u3001AI\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3092\u30ab\u30d0\u30fc\u3057\u306a\u304c\u3089\u3001\u666f\u6c17\u5909\u52d5\u3084\u5e02\u5834\u306e\u6ce2\u4e71\u306b\u5bfe\u3057\u3066\u8010\u6027\u306e\u9ad8\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6295\u8cc7\u306e\u4e16\u754c\u306b\u300c\u7d76\u5bfe\u300d\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u672c\u8a18\u4e8b\u306e\u60c5\u5831\u3092\u53c2\u8003\u306b\u3057\u3064\u3064\u3082\u3001\u5e38\u306b\u6700\u65b0\u306e\u6c7a\u7b97\u60c5\u5831\u30fb\u5e02\u5834\u52d5\u5411\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u6307\u6a19\u3092\u78ba\u8a8d\u3057\u3001\u81ea\u5df1\u306e\u6295\u8cc7\u76ee\u7684\u3068\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u3063\u305f\u5224\u65ad\u3092\u884c\u3046\u3053\u3068\u304c\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-warning\"><strong>\u514d\u8cac\u4e8b\u9805<\/strong>\uff1a\u672c\u8a18\u4e8b\u306f\u60c5\u5831\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u3066\u304a\u308a\u3001\u7279\u5b9a\u306e\u9298\u67c4\u306e\u8cfc\u5165\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002\u682a\u5f0f\u6295\u8cc7\u306b\u306f\u30ea\u30b9\u30af\u304c\u4f34\u3044\u3001\u5143\u672c\u5272\u308c\u306e\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6295\u8cc7\u306b\u95a2\u3059\u308b\u6700\u7d42\u7684\u306a\u6c7a\u5b9a\u306f\u3001\u3054\u81ea\u8eab\u306e\u5224\u65ad\u3067\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n<div class=\"related_article typesimple\"><a class=\"related_article__link no-icon\" href=\"https:\/\/marketsquare.jp\/?p=1057\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"239\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year-485x239.jpg\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\u30102026\u5e74\u4e0b\u534a\u671f\u3011\u65e5\u672c\u682a\u3067\u6ce8\u76ee\u3059\u3079\u304d10\u793e\u306e\u5fb9\u5e95\u5206\u6790\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year-485x239.jpg 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year-300x148.jpg 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year-1024x504.jpg 1024w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year-768x378.jpg 768w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/2026_last-half-year.jpg 1280w\" sizes=\"(max-width: 485px) 45vw, 485px\" \/><\/figure><div class=\"related_article__meta archives_post__meta inbox\"><div class=\"related_article__ttl ttl\"><span class=\"labeltext\">\u95a2\u9023\u8a18\u4e8b<\/span>\u30102026\u5e74\u4e0b\u534a\u671f\u3011\u65e5\u672c\u682a\u3067\u6ce8\u76ee\u3059\u3079\u304d10\u793e\u306e\u5fb9\u5e95\u5206\u6790\uff5cAI\u30fb\u534a\u5c0e\u4f53\u30fb\u91d1\u878d\u30fb\u9632\u885b\u30fb\u30a4\u30f3\u30d5\u30e9\u3001\u30c6\u30fc\u30de\u5225\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u3092\u5fb9\u5e95\u89e3\u8aac<\/div><time class=\"time__date gf\">2026.05.07<\/time><\/div><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>\u306f\u3058\u3081\u306b\uff1a2026\u5e74\u4e0b\u534a\u671f\u306e\u7c73\u56fd\u682a\u5e02\u5834\u3092\u8aad\u3080 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