{"id":1075,"date":"2026-05-21T15:35:57","date_gmt":"2026-05-21T06:35:57","guid":{"rendered":"https:\/\/marketsquare.jp\/?p=1075"},"modified":"2026-05-21T15:35:59","modified_gmt":"2026-05-21T06:35:59","slug":"%e3%80%902026%e5%b9%b4%e6%9c%80%e6%96%b0%e7%89%88%e3%80%91%e7%b1%b3%e5%9b%bd%e6%a0%aa-%e5%8d%8a%e5%b0%8e%e4%bd%93%e9%8a%98%e6%9f%84%e3%81%8a%e3%81%99%e3%81%99%e3%82%8110%e7%a4%be%ef%bd%9c%e6%8a%95","status":"publish","type":"post","link":"https:\/\/marketsquare.jp\/?p=1075","title":{"rendered":"\u30102026\u5e74\u6700\u65b0\u7248\u3011\u7c73\u56fd\u682a \u534a\u5c0e\u4f53\u9298\u67c4\u304a\u3059\u3059\u308110\u793e\uff5c\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u30fb\u30ea\u30b9\u30af\u30fb\u5c06\u6765\u5c55\u671b\u3092\u5fb9\u5e95\u89e3\u8aac"},"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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href=\"https:\/\/marketsquare.jp\/?p=1075\/#%E6%88%90%E9%95%B7%E6%80%A7vs%E5%AE%89%E5%AE%9A%E6%80%A7%E3%81%AE%E3%83%90%E3%83%A9%E3%83%B3%E3%82%B9\" >\u6210\u9577\u6027vs\u5b89\u5b9a\u6027\u306e\u30d0\u30e9\u30f3\u30b9<\/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=1075\/#%E5%9C%B0%E6%94%BF%E5%AD%A6%E3%83%AA%E3%82%B9%E3%82%AF%E3%81%AE%E8%80%83%E6%85%AE\" >\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306e\u8003\u616e<\/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=1075\/#%E6%8A%95%E8%B3%87%E5%89%8D%E3%81%AB%E7%A2%BA%E8%AA%8D%E3%81%99%E3%81%B9%E3%81%8D5%E3%81%A4%E3%81%AE%E3%83%81%E3%82%A7%E3%83%83%E3%82%AF%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88\" >\u6295\u8cc7\u524d\u306b\u78ba\u8a8d\u3059\u3079\u304d5\u3064\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/marketsquare.jp\/?p=1075\/#%E3%81%BE%E3%81%A8%E3%82%81%EF%BD%9C%E5%8D%8A%E5%B0%8E%E4%BD%93%E6%A0%AA%E6%8A%95%E8%B3%87%E3%81%AE%E9%95%B7%E6%9C%9F%E7%9A%84%E3%81%AA%E8%A6%96%E7%82%B9\" >\u307e\u3068\u3081\uff5c\u534a\u5c0e\u4f53\u682a\u6295\u8cc7\u306e\u9577\u671f\u7684\u306a\u8996\u70b9<\/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%BD%9C%E3%81%AA%E3%81%9C%E4%BB%8A%E3%80%81%E7%B1%B3%E5%9B%BD%E5%8D%8A%E5%B0%8E%E4%BD%93%E6%A0%AA%E3%81%8C%E6%B3%A8%E7%9B%AE%E3%81%95%E3%82%8C%E3%82%8B%E3%81%AE%E3%81%8B%EF%BC%9F\"><\/span>\u306f\u3058\u3081\u306b\uff5c\u306a\u305c\u4eca\u3001\u7c73\u56fd\u534a\u5c0e\u4f53\u682a\u304c\u6ce8\u76ee\u3055\u308c\u308b\u306e\u304b\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u751f\u6210AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u30d6\u30fc\u30e0\u306e\u5230\u6765\u3068\u3068\u3082\u306b\u3001\u7c73\u56fd\u306e\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306f\u6295\u8cc7\u5bb6\u306e\u6700\u91cd\u8981\u30c6\u30fc\u30de\u306e\u4e00\u3064\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/strong>\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u81ea\u52d5\u904b\u8ee2\u3001IoT\uff08\u30e2\u30ce\u306e\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\uff09\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6839\u5e79\u3092\u62c5\u3046\u534a\u5c0e\u4f53\u306f<strong><span class=\"pre--maker span-stk-maker-yellow\">\u300c\u7523\u696d\u306e\u30b3\u30e1\u300d<\/span><\/strong>\u3068\u3082\u547c\u3070\u308c\u3001\u73fe\u4ee3\u6587\u660e\u306b\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7279\u306b2023\u301c2026\u5e74\u306b\u304b\u3051\u3066\u3001ChatGPT\u306b\u4ee3\u8868\u3055\u308c\u308b\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u306e\u6025\u901f\u306a\u666e\u53ca\u304c\u3001AI\u306b\u7279\u5316\u3057\u305f\u9ad8\u6027\u80fd\u30c1\u30c3\u30d7\u3078\u306e\u7206\u767a\u7684\u306a\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u307e\u3057\u305f\u3002<\/strong>\u3053\u306e\u6ce2\u306b\u4e57\u3063\u305f\u9298\u67c4\u306e\u4e2d\u306b\u306f\u3001\u308f\u305a\u304b1\u301c2\u5e74\u3067\u682a\u4fa1\u304c\u6570\u500d\u306b\u6025\u9a30\u3057\u305f\u30b1\u30fc\u30b9\u3082\u73cd\u3057\u304f\u3042\u308a\u307e\u305b\u3093\u3002<strong>\u4eca\u66f4\u3068\u601d\u3046\u65b9\u3082\u591a\u3044\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u6539\u3081\u3066\u6574\u7406\u3057\u3064\u3064\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u793e\u4f1a\u306b\u767a\u5c55\u306b\u5fc5\u8981\u306a\u534a\u5c0e\u4f53\u9298\u67c4\u3092\u53b3\u9078<\/strong>\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"pre--maker span-stk-maker-yellow\">\u672c\u8a18\u4e8b\u3067\u306f\u3001\u9577\u671f\u6295\u8cc7\u30fb\u6210\u9577\u6295\u8cc7\u306e\u89b3\u70b9\u304b\u3089\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u7c73\u56fd\u534a\u5c0e\u4f53\u9298\u67c410\u793e\u3092\u53b3\u9078\u3057\u3001\u5404\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u5f37\u307f\u3001\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u3001\u30ea\u30b9\u30af\u3001\u5c06\u6765\u306e\u6210\u9577\u30b7\u30ca\u30ea\u30aa\u3092\u8a73\u3057\u304f\u89e3\u8aac<\/span><\/strong>\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%8D%8A%E5%B0%8E%E4%BD%93%E6%A5%AD%E7%95%8C%E3%81%AE%E5%9F%BA%E7%A4%8E%E7%9F%A5%E8%AD%98%EF%BD%9C%E3%83%90%E3%83%AA%E3%83%A5%E3%83%BC%E3%83%81%E3%82%A7%E3%83%BC%E3%83%B3%E3%82%92%E7%90%86%E8%A7%A3%E3%81%97%E3%82%88%E3%81%86\"><\/span>\u534a\u5c0e\u4f53\u696d\u754c\u306e\u57fa\u790e\u77e5\u8b58\uff5c\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u3092\u7406\u89e3\u3057\u3088\u3046<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><em><strong>\u534a\u5c0e\u4f53\u7523\u696d\u306f\u30d5\u30a1\u30d6\u30ec\u30b9\u30fb\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fbIDM\u30fb\u88fd\u9020\u88c5\u7f6e\u306b\u5206\u304b\u308c\u307e\u3059\u3002\u9298\u67c4\u3092\u9078\u3076\u524d\u306b\u696d\u754c\u69cb\u9020\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u6210\u529f\u3059\u308b\u6295\u8cc7\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%A8%AD%E8%A8%88%E5%B0%82%E6%A5%AD%EF%BC%88%E3%83%95%E3%82%A1%E3%83%96%E3%83%AC%E3%82%B9%EF%BC%89%E4%BC%81%E6%A5%AD\"><\/span>\u8a2d\u8a08\u5c02\u696d\uff08\u30d5\u30a1\u30d6\u30ec\u30b9\uff09\u4f01\u696d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u3060\u3051\u3092\u884c\u3044\u3001\u88fd\u9020\u306f\u5916\u90e8\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306b\u59d4\u8a17\u3059\u308b\u30e2\u30c7\u30eb\u3067\u3059\u3002NVIDIA\u3001AMD\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u306a\u3069\u304c\u4ee3\u8868\u4f8b\u3067\u3059\u3002<\/strong>\u8cc7\u672c\u52b9\u7387\u304c\u9ad8\u304f\u3001\u9ad8\u6210\u9577\u3092\u5b9f\u73fe\u3057\u3084\u3059\u3044\u69cb\u9020\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%A3%BD%E9%80%A0%E5%B0%82%E6%A5%AD%EF%BC%88%E3%83%95%E3%82%A1%E3%82%A6%E3%83%B3%E3%83%89%E3%83%AA%EF%BC%89%E4%BC%81%E6%A5%AD\"><\/span>\u88fd\u9020\u5c02\u696d\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff09\u4f01\u696d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ed6\u793e\u304c\u8a2d\u8a08\u3057\u305f\u30c1\u30c3\u30d7\u3092\u53d7\u8a17\u88fd\u9020\u3059\u308b\u4f01\u696d\u3067\u3059\u3002<strong>TSMC\u304c\u4e16\u754c\u30c8\u30c3\u30d7\u3067\u3001\u9ad8\u3044\u6280\u8853\u529b\u3068\u5de8\u984d\u8a2d\u5099\u6295\u8cc7\u304c\u53c2\u5165\u969c\u58c1\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"IDM%EF%BC%88%E5%9E%82%E7%9B%B4%E7%B5%B1%E5%90%88%E5%9E%8B%EF%BC%89%E4%BC%81%E6%A5%AD\"><\/span>IDM\uff08\u5782\u76f4\u7d71\u5408\u578b\uff09\u4f01\u696d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a2d\u8a08\u304b\u3089\u88fd\u9020\u307e\u3067\u81ea\u793e\u3067\u884c\u3046\u4f1d\u7d71\u7684\u306a\u30e2\u30c7\u30eb\u3067\u3059\u3002<strong>\u30a4\u30f3\u30c6\u30eb\u304c\u4ee3\u8868\u683c\u3067\u3001\u8fd1\u5e74\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u4e8b\u696d\u306b\u3082\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%A3%BD%E9%80%A0%E8%A3%85%E7%BD%AE%E3%83%BB%E6%9D%90%E6%96%99%E3%83%A1%E3%83%BC%E3%82%AB%E3%83%BC\"><\/span>\u88fd\u9020\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u306b\u5fc5\u8981\u306a\u88c5\u7f6e\u3084\u6750\u6599\u3092\u4f9b\u7d66\u3059\u308b\u4f01\u696d\u3067\u3059\u3002<strong>ASML\u3001\u30a2\u30d7\u30e9\u30a4\u30c9\u30fb\u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u3001\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1\u306a\u3069\u304c\u4ee3\u8868\u4f8b<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E3%81%AE%E5%8D%8A%E5%B0%8E%E4%BD%93%E5%B8%82%E5%A0%B4%E8%A6%8F%E6%A8%A1%E3%81%A8%E6%88%90%E9%95%B7%E8%A6%8B%E9%80%9A%E3%81%97\"><\/span><strong>2026\u5e74\u306e\u534a\u5c0e\u4f53\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u898b\u901a\u3057<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u534a\u5c0e\u4f53\u5e02\u5834\u306e\u4e16\u754c\u898f\u6a21\u306f2026\u5e74\u306b\u306f\u7d047,000\u5104\u30c9\u30eb\u898f\u6a21\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b1\u5146\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\uff08WSTS\u30fb\u696d\u754c\u5404\u793e\u4e88\u6e2c\u3088\u308a\uff09\u3002<\/strong>AI\u30c1\u30c3\u30d7\u3001\u8eca\u8f09\u534a\u5c0e\u4f53\u3001HBM\uff08\u5e83\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u3001\u6b21\u4e16\u4ee3\u901a\u4fe1\uff085G\/6G\uff09\u5411\u3051\u306e\u9700\u8981\u304c\u4e3b\u8981\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%8A%E3%81%99%E3%81%99%E3%82%81%E7%B1%B3%E5%9B%BD%E5%8D%8A%E5%B0%8E%E4%BD%93%E9%8A%98%E6%9F%8410%E7%A4%BE_%E4%B8%80%E8%A6%A7\"><\/span>\u304a\u3059\u3059\u3081\u7c73\u56fd\u534a\u5c0e\u4f53\u9298\u67c410\u793e \u4e00\u89a7<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><em><strong>NVIDIA\u30fbAMD\u30fbTSMC\u30fb\u30a4\u30f3\u30c6\u30eb\u306a\u3069\u53b3\u9078\u3057\u305f\u7c73\u56fd\u534a\u5c0e\u4f5310\u9298\u67c4\u3092\u4e00\u89a7\u3067\u6bd4\u8f03\u3002\u30bb\u30af\u30bf\u30fc\u30fb\u6642\u4fa1\u7dcf\u984d\u30fb\u6295\u8cc7\u96e3\u6613\u5ea6\u3092\u308f\u304b\u308a\u3084\u3059\u304f\u6574\u7406\u3057\u307e\u3057\u305f\u3002<\/strong><\/em><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u4f1a\u793e\u540d<\/strong><\/td><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6642\u4fa1\u7dcf\u984d<\/strong><strong>(<\/strong><strong>\u6982\u7b97<\/strong><strong>)<\/strong><\/td><td><strong>\u6295\u8cc7\u96e3\u6613\u5ea6<\/strong><\/td><\/tr><tr><td>NVIDIA<\/td><td>NVDA<\/td><td>GPU\u30fbAI\u30c1\u30c3\u30d7<\/td><td>\u7d043.3\u5146\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2606\u2606<\/td><\/tr><tr><td>AMD<\/td><td>AMD<\/td><td>CPU\u30fbGPU<\/td><td>\u7d042,500\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2606\u2606<\/td><\/tr><tr><td>TSMC<\/td><td>TSM<\/td><td>\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea<\/td><td>\u7d049,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2606\u2606\u2606<\/td><\/tr><tr><td>\u30a4\u30f3\u30c6\u30eb<\/td><td>INTC<\/td><td>IDM<\/td><td>\u7d041,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2605\u2606<\/td><\/tr><tr><td>\u30af\u30a2\u30eb\u30b3\u30e0<\/td><td>QCOM<\/td><td>\u30e2\u30d0\u30a4\u30eb\u30fbIoT<\/td><td>\u7d041,700\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2606\u2606\u2606<\/td><\/tr><tr><td>\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0<\/td><td>AVGO<\/td><td>\u901a\u4fe1\u30fbAI ASIC<\/td><td>\u7d049,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2606\u2606\u2606<\/td><\/tr><tr><td>\u30de\u30a4\u30af\u30ed\u30f3<\/td><td>MU<\/td><td>DRAM\u30fbNAND<\/td><td>\u7d041,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2605\u2606<\/td><\/tr><tr><td>ASML<\/td><td>ASML<\/td><td>\u88fd\u9020\u88c5\u7f6e<\/td><td>\u7d043,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2606\u2606\u2606<\/td><\/tr><tr><td>KLA Corporation<\/td><td>KLAC<\/td><td>\u691c\u67fb\u88c5\u7f6e<\/td><td>\u7d041,000\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2606\u2606<\/td><\/tr><tr><td>Marvell Technology<\/td><td>MRVL<\/td><td>\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9<\/td><td>\u7d04800\u5104\u30c9\u30eb<\/td><td>\u2605\u2605\u2605\u2606\u2606<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u203b\u6642\u4fa1\u7dcf\u984d\u306f2026\u5e745\u6708\u6642\u70b9\u306e\u6982\u7b97\u3067\u3059\u3002\u6295\u8cc7\u96e3\u6613\u5ea6\u306f\u4fa1\u683c\u5909\u52d5\u30ea\u30b9\u30af\u30fb\u696d\u7e3e\u5b89\u5b9a\u6027\u30fb\u7406\u89e3\u3057\u3084\u3059\u3055\u3092\u7dcf\u5408\u8a55\u4fa1\u3057\u305f\u76ee\u5b89\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%90%84%E9%8A%98%E6%9F%84%E3%81%AE%E6%8A%95%E8%B3%87%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88%E8%A9%B3%E7%B4%B0%E8%A7%A3%E8%AA%AC\"><\/span>\u5404\u9298\u67c4\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u8a73\u7d30\u89e3\u8aac<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\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=\"NVIDIA%EF%BC%88NVDA%EF%BC%89%EF%BD%9CAI%E3%83%81%E3%83%83%E3%83%97%E3%81%AE%E8%A6%87%E8%80%85\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/NVDA\" target=\"_blank\" rel=\"noopener\" title=\"\">NVIDIA\uff08NVDA\uff09<\/a>\uff5cAI\u30c1\u30c3\u30d7\u306e\u8987\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>NVIDIA\u306fAI GPU\u5e02\u5834\u3067\u4e16\u754c\u30b7\u30a7\u30a28\u5272\u8d85\u3002CUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u5f37\u56fa\u306a\u5800\u3068\u6b21\u4e16\u4ee3Blackwell\u3067\u4e2d\u9577\u671f\u7684\u306a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u6700\u6ce8\u76ee\u9298\u67c4\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f\u30b5\u30f3\u30bf\u30af\u30e9\u30e9\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u306b\u672c\u793e\u3092\u7f6e\u304f\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u4f01\u696d\u3067\u3059\u30021993\u5e74\u306e\u5275\u696d\u4ee5\u6765\u3001GPU\uff08\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u51e6\u7406\u88c5\u7f6e\uff09\u306e\u6280\u8853\u9769\u65b0\u3092\u3051\u3093\u5f15\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u5275\u696d\u8005\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306f\u30d3\u30b8\u30e7\u30ca\u30ea\u30fc\u3068\u3057\u3066\u77e5\u3089\u308c\u3001\u9577\u671f\u7684\u306a\u6280\u8853\u6295\u8cc7\u306e\u6210\u679c\u304c2020\u5e74\u4ee3\u306b\u82b1\u958b\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>H100\u30fbH200\u30fbB200\u30b7\u30ea\u30fc\u30ba\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051AI GPU\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u9996\u4f4d\uff08\u63a8\u5b9a80%\u8d85\uff09<\/li>\n\n\n\n<li>\u00a0CUDA\uff08\u4e26\u5217\u8a08\u7b97\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff09\u306b\u3088\u308b\u5f37\u56fa\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u81ea\u52d5\u904b\u8ee2\u5411\u3051Orin\u30c1\u30c3\u30d7\u306a\u3069\u8eca\u8f09\u5206\u91ce\u306b\u3082\u7a4d\u6975\u5c55\u958b<\/li>\n\n\n\n<li>NVLink\u30fbNVSwitch\u6280\u8853\u306b\u3088\u308bGPU\u30af\u30e9\u30b9\u30bf\u9023\u643a\u306e\u512a\u4f4d\u6027<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u5927\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u300c\u7a0e\u95a2\u300d\u7684\u306a\u5730\u4f4d\u3067\u3059\u3002\u4e16\u754c\u4e2d\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\uff08Amazon AWS\u3001Microsoft Azure\u3001Google Cloud\uff09\u306fAI\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u306e\u305f\u3081\u3001NVIDIA\u306eGPU\u3092\u5927\u91cf\u8cfc\u5165\u3057\u3066\u304a\u308a\u3001\u3053\u306e\u9700\u8981\u306f\u4e2d\u671f\u7684\u306b\u7d9a\u304f\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305f\u3001\u6b21\u4e16\u4ee3AI\u5411\u3051\u306eBlackwell\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3084\u3001\u9577\u671f\u7684\u306aQuantum\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u6295\u8cc7\u306a\u3069\u3001\u6280\u8853\u7684\u306a\u30e2\u30fc\u30c8\u3082\u975e\u5e38\u306b\u9ad8\u3044\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7c73\u4e2d\u8cbf\u6613\u6469\u64e6\u306b\u3088\u308b\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u5f37\u5316\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>AMD\u3084Google\u306eTPU\u3001Amazon\u306e\u81ea\u793e\u30c1\u30c3\u30d7\u306a\u3069\u306b\u3088\u308b\u7af6\u5408\u306e\u53f0\u982d<\/li>\n\n\n\n<li>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8\u3055\uff08PER100\u500d\u8d85\u306e\u5834\u9762\u3082\uff09<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AMD%EF%BC%88AMD%EF%BC%89%EF%BD%9C%E3%82%A4%E3%83%B3%E3%83%86%E3%83%AB%E3%81%8B%E3%82%89NVIDIA%E3%81%B8%E3%81%AE%E6%8C%91%E6%88%A6%E8%80%85\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/AMD\" target=\"_blank\" rel=\"noopener\" title=\"\">AMD\uff08AMD\uff09<\/a>\uff5c\u30a4\u30f3\u30c6\u30eb\u304b\u3089NVIDIA\u3078\u306e\u6311\u6226\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>AMD\u306fCPU\u30fbGPU\u306e\u4e21\u8f2a\u3067\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u4e2d\u3002Instinct MI300\u30b7\u30ea\u30fc\u30ba\u3067AI\u5e02\u5834\u306b\u3082\u672c\u683c\u53c2\u5165\u3057\u3001NVIDIA\u306e\u6709\u529b\u306a\u5bfe\u6297\u99ac\u3068\u3057\u3066\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba\uff08AMD\uff09\u306f\u30b5\u30cb\u30fc\u30d9\u30fc\u30eb\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u3092\u62e0\u70b9\u3068\u3059\u308b\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u4f01\u696d\u3067\u3059\u3002\u30ea\u30b5\u30fb\u30b9\u30fcCEO\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306e\u3082\u3068\u3001Zen\/RDNA\/CDNA\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u8ef8\u306b\u5287\u7684\u306a\u5fa9\u6d3b\u3092\u9042\u3052\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u00a0Ryzen\u30b7\u30ea\u30fc\u30ba\uff08PC\u5411\u3051CPU\uff09\uff1a\u30a4\u30f3\u30c6\u30eb\u304b\u3089\u5927\u5e45\u306b\u30b7\u30a7\u30a2\u3092\u596a\u53d6<\/li>\n\n\n\n<li>EPYC\uff08\u30a8\u30d4\u30c3\u30af\uff09\u30b7\u30ea\u30fc\u30ba\uff08\u30b5\u30fc\u30d0\u30fc\u5411\u3051CPU\uff09\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e02\u5834\u3067\u30b7\u30a7\u30a2\u62e1\u5927<\/li>\n\n\n\n<li>Instinct MI300\u30b7\u30ea\u30fc\u30ba\uff08AI GPU\uff09\uff1aNVIDIA\u3078\u306e\u5bfe\u6297\u99ac\u3068\u3057\u3066\u6025\u6210\u9577<\/li>\n\n\n\n<li>\u00a0Xilinx\u8cb7\u53ce\u306b\u3088\u308bFPGA\u6280\u8853\u306e\u53d6\u308a\u8fbc\u307f<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\u306e\u6700\u5927\u306e\u9b45\u529b\u306f\u300c\u5bfeNVIDIA\u6bd4\u3067\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u306e\u3042\u308b\u9078\u629e\u80a2\u300d\u3068\u3057\u3066\u306e\u7acb\u5834\u3067\u3059\u3002MI300X\u306f\u30e1\u30e2\u30ea\u642d\u8f09\u91cf\u3067H100\u3092\u4e0a\u56de\u308b\u5074\u9762\u3082\u3042\u308a\u3001\u30b3\u30b9\u30c8\u610f\u8b58\u306e\u9ad8\u3044\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u304b\u3089\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA\u306eCUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u5bfe\u3059\u308bROCm\u306e\u666e\u53ca\u4e0d\u8db3<\/li>\n\n\n\n<li>PC\u5e02\u5834\u306e\u666f\u6c17\u5faa\u74b0\u306b\u3088\u308b\u53ce\u76ca\u5909\u52d5<\/li>\n\n\n\n<li>Xilinx\u7d71\u5408\u52b9\u679c\u306e\u5b9f\u73fe\u30da\u30fc\u30b9<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"TSMC%EF%BC%88TSM%EF%BC%89%EF%BD%9C%E4%B8%96%E7%95%8C%E6%9C%80%E5%85%88%E7%AB%AF%E3%81%AE%E8%A3%BD%E9%80%A0%E3%82%92%E6%8B%85%E3%81%86%E5%8D%8A%E5%B0%8E%E4%BD%93%E3%81%AE%E3%80%8C%E8%A6%81%E3%80%8D\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/TSM\">TSMC\uff08TSM\uff09<\/a>\uff5c\u4e16\u754c\u6700\u5148\u7aef\u306e\u88fd\u9020\u3092\u62c5\u3046\u534a\u5c0e\u4f53\u306e\u300c\u8981\u300d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>TSMC\u306fApple\u30fbNVIDIA\u30fbAMD\u306a\u3069\u6700\u5148\u7aef\u30c1\u30c3\u30d7\u3092\u307b\u307c\u72ec\u5360\u88fd\u9020\u30023nm\u30fb2nm\u30d7\u30ed\u30bb\u30b9\u306e\u512a\u4f4d\u6027\u3068\u65e5\u7c73\u6b27\u3078\u306e\u5730\u653f\u5b66\u5206\u6563\u3067\u9577\u671f\u7684\u306a\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\uff08TSMC\uff09\u306f\u4e16\u754c\u6700\u5927\u30fb\u6700\u5148\u7aef\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u4f01\u696d\u3067\u3059\u3002Apple\u306eA\u30c1\u30c3\u30d7\u3001NVIDIA\u306eAI GPU\u3001AMD\u306eEPYC\u306a\u3069\u3001\u4e16\u754c\u4e2d\u306e\u4e3b\u8981\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u3092\u307b\u307c\u72ec\u5360\u7684\u306b\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\uff08\u718a\u672c\uff09\u3001\u7c73\u56fd\uff08\u30a2\u30ea\u30be\u30ca\uff09\u3067\u3082\u5de5\u5834\u5efa\u8a2d\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>3nm\u30fb2nm\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u3067\u4e16\u754c\u6700\u5148\u7aef\u306e\u5fae\u7d30\u5316\u6280\u8853<\/li>\n\n\n\n<li>\u5727\u5012\u7684\u306a\u88fd\u9020\u6b69\u7559\u307e\u308a\uff08\u826f\u54c1\u7387\uff09\u3068\u54c1\u8cea<\/li>\n\n\n\n<li>\u591a\u6570\u306e\u9867\u5ba2\uff08Apple\u3001NVIDIA\u3001AMD\u7b49\uff09\u306b\u3088\u308b\u30ea\u30b9\u30af\u5206\u6563<\/li>\n\n\n\n<li>EUV\u9732\u5149\u88c5\u7f6e\u3092\u6d3b\u7528\u3057\u305f\u5148\u7aef\u88fd\u9020\u30d7\u30ed\u30bb\u30b9<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\u306fAI\u30fb\u30b9\u30de\u30db\u30fbHPC\uff08\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff09\u306e\u3059\u3079\u3066\u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u306e\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u3002\u9867\u5ba2\u3067\u3042\u308b\u5148\u7aef\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u5168\u3066\u306e\u6210\u9577\u304cTSMC\u306e\u58f2\u4e0a\u306b\u76f4\u7d50\u3059\u308b\u305f\u3081\u3001\u300c\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u5168\u4f53\u3078\u306e\u5206\u6563\u6295\u8cc7\u300d\u306b\u8fd1\u3044\u6027\u683c\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53f0\u6e7e\u6d77\u5ce1\u306e\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\uff08\u4e2d\u53f0\u95a2\u4fc2\u306e\u7dca\u5f35\uff09<\/li>\n\n\n\n<li>\u6d77\u5916\u5de5\u5834\uff08\u7c73\u30a2\u30ea\u30be\u30ca\uff09\u306e\u30b3\u30b9\u30c8\u5897\u52a0\u30fb\u4eba\u6750\u78ba\u4fdd\u306e\u8ab2\u984c<\/li>\n\n\n\n<li>Intel Foundry\u3084\u97d3\u56fd\u30b5\u30e0\u30b9\u30f3\u3068\u306e\u7af6\u4e89\u6fc0\u5316<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%82%A4%E3%83%B3%E3%83%86%E3%83%AB%EF%BC%88INTC%EF%BC%89%EF%BD%9C%E3%82%BF%E3%83%BC%E3%83%B3%E3%82%A2%E3%83%A9%E3%82%A6%E3%83%B3%E3%83%89%E6%9C%9F%E5%BE%85%E3%81%AE%E7%8E%8B%E8%80%85\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/INTC\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a4\u30f3\u30c6\u30eb\uff08INTC\uff09<\/a>\uff5c\u30bf\u30fc\u30f3\u30a2\u30e9\u30a6\u30f3\u30c9\u671f\u5f85\u306e\u738b\u8005<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u30a4\u30f3\u30c6\u30eb\u306f\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u7acb\u3066\u76f4\u3057\u3068Intel 18A\u6295\u5165\u3067\u5fa9\u6d3b\u3092\u76ee\u6307\u3059\u9ad8\u30ea\u30b9\u30af\u30fb\u9ad8\u30ea\u30bf\u30fc\u30f3\u9298\u67c4\u3002CHIPS\u6cd5\u306e\u88dc\u52a9\u91d1\u3082\u8ffd\u3044\u98a8\u306b\u7d4c\u55b6\u518d\u5efa\u306e\u884c\u65b9\u304c\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30c6\u30eb\u306f\u30b5\u30f3\u30bf\u30af\u30e9\u30e9\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u306b\u672c\u793e\u3092\u7f6e\u304fIDM\uff08\u5782\u76f4\u7d71\u5408\u578b\uff09\u534a\u5c0e\u4f53\u5927\u624b\u3067\u3059\u3002\u534a\u4e16\u7d00\u306b\u308f\u305f\u308aPC\u30fb\u30b5\u30fc\u30d0\u30fc\u7528CPU\u306e\u738b\u8005\u3068\u3057\u3066\u541b\u81e8\u3057\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u8fd1\u5e74\u306fAMD\u30fbARM\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3068\u306e\u7af6\u4e89\u6fc0\u5316\u3084\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306e\u9045\u5ef6\u306b\u3088\u308a\u3001\u53b3\u3057\u3044\u5c40\u9762\u306b\u7acb\u305f\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Core\u30b7\u30ea\u30fc\u30ba\uff08PC\u5411\u3051CPU\uff09\uff1a\u4f9d\u7136\u3068\u3057\u3066\u9ad8\u3044\u5e02\u5834\u8a8d\u77e5\u5ea6<\/li>\n\n\n\n<li>Xeon\u30b7\u30ea\u30fc\u30ba\uff08\u30b5\u30fc\u30d0\u30fc\u5411\u3051CPU\uff09\uff1a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u3067\u306e\u5b58\u5728\u611f<\/li>\n\n\n\n<li>\u00a0Intel Foundry\uff1a\u81ea\u793e\u88fd\u9020\u80fd\u529b\u3092\u5916\u90e8\u306b\u958b\u653e\u3059\u308b\u65b0\u6226\u7565<\/li>\n\n\n\n<li>Intel Arc\uff08GPU\uff09\u3001Gaudi\uff08AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\uff09\u3067\u65b0\u5206\u91ce\u6311\u6226<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u6642\u70b9\u3067\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u306f\u300c\u30bf\u30fc\u30f3\u30a2\u30e9\u30a6\u30f3\u30c9\uff08\u7d4c\u55b6\u518d\u5efa\uff09\u300d\u3078\u306e\u671f\u5f85\u3067\u3059\u3002Intel 18A\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u304c2026\u5e74\u306b\u672c\u683c\u7a3c\u50cd\u3057\u3001\u88fd\u9020\u7af6\u4e89\u529b\u3092\u56de\u5fa9\u3067\u304d\u308c\u3070\u3001\u682a\u4fa1\u306f\u5927\u5e45\u306a\u4e0a\u6607\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002\u7c73\u56fd\u653f\u5e9c\u306eCHIPS\u6cd5\u306b\u3088\u308b\u88dc\u52a9\u91d1\uff08\u6570\u5341\u5104\u30c9\u30eb\u898f\u6a21\uff09\u3082\u8ffd\u3044\u98a8\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306e\u9045\u5ef6\u30ea\u30b9\u30af\uff08\u904e\u53bb\u306b\u7e70\u308a\u8fd4\u3055\u308c\u3066\u304d\u305f\u554f\u984c\uff09<\/li>\n\n\n\n<li>AI GPU\u5e02\u5834\u3067\u306e\u51fa\u9045\u308c<\/li>\n\n\n\n<li>\u8ca1\u52d9\u7684\u306a\u4f59\u88d5\u306e\u4f4e\u4e0b\uff08\u591a\u984d\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u308b\uff09<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%82%AF%E3%82%A2%E3%83%AB%E3%82%B3%E3%83%A0%EF%BC%88QCOM%EF%BC%89%EF%BD%9C%E3%83%A2%E3%83%90%E3%82%A4%E3%83%AB%E3%81%A8%E3%82%A8%E3%83%83%E3%82%B8AI%E3%81%AE%E3%83%AA%E3%83%BC%E3%83%80%E3%83%BC\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/QCOM\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30af\u30a2\u30eb\u30b3\u30e0\uff08QCOM\uff09<\/a>\uff5c\u30e2\u30d0\u30a4\u30eb\u3068\u30a8\u30c3\u30b8AI\u306e\u30ea\u30fc\u30c0\u30fc<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u30af\u30a2\u30eb\u30b3\u30e0\u306fSnapdragon\u3067\u30e2\u30d0\u30a4\u30eb\u5e02\u5834\u3092\u5e2d\u5dfb\u3002AI PC\u3084\u8eca\u8f09\u534a\u5c0e\u4f53\u3067\u3082\u6025\u6210\u9577\u4e2d\u3067\u3001\u5b89\u5b9a\u3057\u305f\u914d\u5f53\u3068\u9ad8\u3044\u6280\u8853\u512a\u4f4d\u6027\u3092\u6301\u3064\u30d0\u30e9\u30f3\u30b9\u578b\u306e\u512a\u826f\u9298\u67c4\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30a2\u30eb\u30b3\u30e0\u306f\u30b5\u30f3\u30c7\u30a3\u30a8\u30b4\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u3092\u672c\u62e0\u5730\u3068\u3059\u308b\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u4f01\u696d\u3067\u3059\u3002\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u5411\u3051SoC\uff08\u30b7\u30b9\u30c6\u30e0\u30fb\u30aa\u30f3\u30fb\u30c1\u30c3\u30d7\uff09\u306e\u300cSnapdragon\u300d\u30b7\u30ea\u30fc\u30ba\u306f\u4e16\u754c\u7684\u306a\u30d6\u30e9\u30f3\u30c9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u30015G\u901a\u4fe1\u6280\u8853\u306b\u95a2\u3059\u308b\u5f37\u529b\u306a\u7279\u8a31\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3082\u6301\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Snapdragon 8 Elite\u30b7\u30ea\u30fc\u30ba\uff1aAndroid\u30d7\u30ec\u30df\u30a2\u30e0\u30b9\u30de\u30db\u306eSoC\u3067\u9996\u4f4d<\/li>\n\n\n\n<li>5G\u901a\u4fe1\u30e2\u30c7\u30e0\u306e\u6280\u8853\u7684\u512a\u4f4d\u6027<\/li>\n\n\n\n<li>\u8eca\u8f09\u534a\u5c0e\u4f53\uff08Snapdragon Automotive\uff09\u3067\u6025\u6210\u9577<\/li>\n\n\n\n<li>PC\u5411\u3051Snapdragon X\uff1aARM\u30d9\u30fc\u30b9\u306eWindows\u3078\u306e\u53c2\u5165<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u5e02\u5834\u306e\u56de\u5fa9\u306b\u52a0\u3048\u3001AI\u642d\u8f09PC\uff08AI PC\uff09\u5e02\u5834\u3067\u306e\u6025\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\uff08\u7aef\u672b\u5074\uff09\u3067\u306eAI\u51e6\u7406\u9700\u8981\u304c\u9ad8\u307e\u308b\u4e2d\u3001\u6d88\u8cbb\u96fb\u529b\u52b9\u7387\u306b\u512a\u308c\u305fARM\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306eSnapdragon\u306f\u7d76\u597d\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Apple\u3078\u306e\u4f9d\u5b58\u5ea6\u4f4e\u4e0b\uff08Apple\u306e\u81ea\u793e\u30e2\u30c7\u30e0\u958b\u767a\u9032\u884c\uff09<\/li>\n\n\n\n<li>\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u5e02\u5834\u306e\u666f\u6c17\u5faa\u74b0<\/li>\n\n\n\n<li>\u4e2d\u56fd\u30b9\u30de\u30db\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u8f38\u51fa\u898f\u5236\u30ea\u30b9\u30af<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%96%E3%83%AD%E3%83%BC%E3%83%89%E3%82%B3%E3%83%A0%EF%BC%88AVGO%EF%BC%89%EF%BD%9C%E9%80%9A%E4%BF%A1%E3%83%BBAI%E3%82%AB%E3%82%B9%E3%82%BF%E3%83%A0%E3%83%81%E3%83%83%E3%83%97%E3%81%AE%E3%83%97%E3%83%AD\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/AVGO\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\uff09<\/a>\uff5c\u901a\u4fe1\u30fbAI\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u306e\u30d7\u30ed<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3068AI\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u4e21\u8f2a\u3067\u6210\u9577\u3002VMware\u8cb7\u53ce\u3067\u30bd\u30d5\u30c8\u4e8b\u696d\u3082\u5f37\u5316\u3001\u9ad8\u3044\u914d\u5f53\u6210\u9577\u3068\u5b89\u5b9a\u53ce\u76ca\u304c\u9b45\u529b\u306e\u9577\u671f\u4fdd\u6709\u5411\u3051\u9298\u67c4\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u30b5\u30f3\u30ce\u30bc\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u3092\u62e0\u70b9\u3068\u3059\u308b\u591a\u89d2\u5316\u3055\u308c\u305f\u534a\u5c0e\u4f53\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u3067\u3059\u3002\u30db\u30c3\u30af\u30fb\u30bf\u30f3CEO\u306b\u3088\u308b\u7a4d\u6975\u7684\u306aM\uff06A\u6226\u7565\u3067\u6210\u9577\u3057\u30012023\u5e74\u306b\u306fVMware\u3092610\u5104\u30c9\u30eb\u3067\u8cb7\u53ce\u3057\u3066\u5927\u578b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e8b\u696d\u3082\u52a0\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u7528\u30c1\u30c3\u30d7\uff08Trident\u30b7\u30ea\u30fc\u30ba\u7b49\uff09\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u5e02\u5834\u3092\u5e2d\u5dfb<\/li>\n\n\n\n<li>\u00a0Google\u3084Meta\u306a\u3069\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5411\u3051\u30ab\u30b9\u30bf\u30e0AI ASIC\uff08\u7279\u5b9a\u7528\u9014\u5411\u3051\u30c1\u30c3\u30d7\uff09\u306e\u8a2d\u8a08\u30fb\u4f9b\u7d66<\/li>\n\n\n\n<li>Wi-Fi\u30fbBluetooth\u30c1\u30c3\u30d7\uff1aApple\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u3057\u3066\u5b89\u5b9a\u53ce\u76ca<\/li>\n\n\n\n<li>VMware\u7d71\u5408\u306b\u3088\u308b\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30af\u30e9\u30a6\u30c9\u30bd\u30d5\u30c8\u4e8b\u696d<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30ab\u30b9\u30bf\u30e0ASIC\u5e02\u5834\u306b\u304a\u3044\u3066\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u30de\u30fc\u30d9\u30eb\uff08\u5f8c\u8ff0\uff09\u306f\u3001Google\u3084Amazon\u306a\u3069\u304c\u81ea\u793e\u5c02\u7528AI\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3059\u308b\u969b\u306e\u4e3b\u8981\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u6c4e\u7528GPU\u3067\u306f\u306a\u304f\u300c\u305d\u306e\u4f1a\u793e\u5c02\u7528\u306e\u6700\u9069\u5316\u30c1\u30c3\u30d7\u300d\u3078\u306e\u30b7\u30d5\u30c8\u304c\u9032\u3080\u4e2d\u3001\u305d\u306e\u8a2d\u8a08\u53d7\u8a17\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u69cb\u9020\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00a0VMware\u7d71\u5408\u30b3\u30b9\u30c8\u3068\u4e8b\u696d\u518d\u7de8\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u7279\u5b9a\u5927\u9867\u5ba2\uff08Apple\u7b49\uff09\u3078\u306e\u4f9d\u5b58<\/li>\n\n\n\n<li>M&amp;A\u4f9d\u5b58\u306e\u6210\u9577\u30e2\u30c7\u30eb\u3078\u306e\u7591\u5ff5<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%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%EF%BD%9CAI%E6%99%82%E4%BB%A3%E3%81%AE%E8%A8%98%E6%86%B6%E8%A3%85%E7%BD%AE\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/MU\">\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff08MU\uff09<\/a>\uff5cAI\u6642\u4ee3\u306e\u8a18\u61b6\u88c5\u7f6e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u30de\u30a4\u30af\u30ed\u30f3\u306fHBM3E\u3067NVIDIA\u5411\u3051AI\u30e1\u30e2\u30ea\u5e02\u5834\u306b\u53c2\u5165\u3002\u666f\u6c17\u5faa\u74b0\u30ea\u30b9\u30af\u306f\u3042\u308b\u304c\u3001AI\u30a4\u30f3\u30d5\u30e9\u62e1\u5927\u306e\u6ce2\u3092\u53d7\u3051\u3066\u53ce\u76ca\u6027\u304c\u5927\u5e45\u306b\u6539\u5584\u3057\u3066\u3044\u308b\u6ce8\u76ee\u306e\u666f\u6c17\u654f\u611f\u682a\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30a4\u30af\u30ed\u30f3\u306f\u30dc\u30a4\u30b8\u30fc\uff08\u30a2\u30a4\u30c0\u30db\u5dde\uff09\u3092\u672c\u62e0\u5730\u3068\u3059\u308b\u7c73\u56fd\u552f\u4e00\u306e\u5927\u624bDRAM\u304a\u3088\u3073NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002AI\u51e6\u7406\u306b\u6b20\u304b\u305b\u306a\u3044HBM\uff08High Bandwidth Memory\uff09\u306e\u88fd\u9020\u3067\u3082\u30b5\u30e0\u30b9\u30f3\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3068\u6fc0\u3057\u304f\u7af6\u5408\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>HBM3E\u30b7\u30ea\u30fc\u30ba\uff1aNVIDIA H200\u3001B200\u5411\u3051\u306e\u4e3b\u8981HBM\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc<\/li>\n\n\n\n<li>\u00a0DDR5 DRAM\uff1aAI\/\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea<\/li>\n\n\n\n<li>\u00a0\u00a0LPDDR5X\uff1a\u30b9\u30de\u30db\u30fbAI PC\u5411\u3051\u7701\u96fb\u529b\u30e1\u30e2\u30ea<\/li>\n\n\n\n<li>\u7c73\u56fd\u88fd\u9020\u62e0\u70b9\u306e\u62e1\u5145\uff08CHIPS\u6cd5\u306e\u6069\u6075\uff09<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AI GPU\u306e\u51e6\u7406\u80fd\u529b\u3092\u5f15\u304d\u51fa\u3059\u306b\u306f\u5927\u91cf\u304b\u3064\u9ad8\u901f\u306aHBM\u304c\u5fc5\u8981\u4e0d\u53ef\u6b20\u3067\u3059\u3002NVIDIA\u304c\u51fa\u8377\u3059\u308bAI GPU\u306e\u6570\u3060\u3051HBM\u304c\u5fc5\u8981\u3068\u306a\u308b\u305f\u3081\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306fAI\u30d6\u30fc\u30e0\u306e\u300c\u9593\u63a5\u7684\u53d7\u76ca\u8005\u300d\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u307e\u3059\u3002AI\u5411\u3051HBM\u306f\u9700\u7d66\u304c\u30bf\u30a4\u30c8\u306a\u72b6\u614b\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u53ce\u76ca\u6027\u306e\u6539\u5584\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30e1\u30e2\u30ea\u4fa1\u683c\u306e\u666f\u6c17\u5faa\u74b0\uff08\u5e02\u6cc1\u304c\u60aa\u5316\u3059\u308b\u3068\u8d64\u5b57\u306b\u8ee2\u843d\u3059\u308b\u3053\u3068\u3082\uff09<\/li>\n\n\n\n<li>\u97d3\u56fd\u30b5\u30e0\u30b9\u30f3\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3068\u306e\u7af6\u4e89<\/li>\n\n\n\n<li>\u4e2d\u56fd\u5411\u3051\u8f38\u51fa\u898f\u5236\u306e\u5f71\u97ff<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"ASML%EF%BC%88ASML%EF%BC%89%EF%BD%9C%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A3%85%E7%BD%AE%E3%81%AE%E5%94%AF%E4%B8%80%E7%84%A1%E4%BA%8C%E3%81%AE%E5%AD%98%E5%9C%A8\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/ASML\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML\uff08ASML\uff09<\/a>\uff5c\u534a\u5c0e\u4f53\u88c5\u7f6e\u306e\u552f\u4e00\u7121\u4e8c\u306e\u5b58\u5728<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>ASML\u306fEUV\u9732\u5149\u88c5\u7f6e\u3092\u4e16\u754c\u3067\u552f\u4e00\u88fd\u9020\u3067\u304d\u308b\u72ec\u5360\u4f01\u696d\u3002\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u5fae\u7d30\u5316\u304c\u7d9a\u304f\u9650\u308a\u9700\u8981\u306f\u4e0d\u5909\u3067\u3001\u7af6\u5408\u306e\u306a\u3044\u771f\u306e\u30e2\u30fc\u30c8\u3092\u6301\u3064\u9577\u671f\u6295\u8cc7\u306e\u738b\u9053\u9298\u67c4\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">ASML\u306f\u30aa\u30e9\u30f3\u30c0\u306e\u30d5\u30a7\u30eb\u30c8\u30db\u30fc\u30d9\u30f3\uff08Veldhoven\uff09\u306b\u672c\u793e\u3092\u7f6e\u304f\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002EUV\uff08\u6975\u7aef\u7d2b\u5916\u7dda\uff09\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30fc\u88c5\u7f6e\u3092\u4e16\u754c\u3067\u552f\u4e00\u88fd\u9020\u3067\u304d\u308b\u4f01\u696d\u3068\u3057\u3066\u30015nm\u4ee5\u4e0b\u306e\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u306b\u7d76\u5bfe\u7684\u306b\u5fc5\u8981\u3068\u3055\u308c\u308b\u5b58\u5728\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>EUV\u9732\u5149\u88c5\u7f6e\uff1aTSMC\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u306a\u3069\u304c\u5148\u7aef\u30c1\u30c3\u30d7\u88fd\u9020\u306b\u5fc5\u9808<\/li>\n\n\n\n<li>\u6b21\u4e16\u4ee3High-NA EUV\uff1a2nm\u30ce\u30fc\u30c9\u4ee5\u964d\u306e\u88fd\u9020\u306b\u5bfe\u5fdc<\/li>\n\n\n\n<li>\u72ec\u5360\u7684\u5e02\u5834\u5730\u4f4d\uff08EUV\u306f\u4e16\u754c\u3067ASML\u3057\u304b\u4f5c\u308c\u306a\u3044\uff09<\/li>\n\n\n\n<li>\u00a0\u30d0\u30c3\u30af\u30ed\u30b0\uff08\u53d7\u6ce8\u6b8b\uff09\u304c\u5e38\u306b\u6570\u5e74\u5206\u7a4d\u307f\u4e0a\u304c\u308b\u5b89\u5b9a\u3057\u305f\u53ce\u76ca\u57fa\u76e4<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u300c\u534a\u5c0e\u4f53\u7523\u696d\u306eSAP\uff08\u57fa\u5e79\u30bd\u30d5\u30c8\uff09\u300d\u3068\u4f8b\u3048\u3089\u308c\u308bASML\u306f\u3001\u7af6\u5408\u304c\u5b58\u5728\u3057\u306a\u3044\u771f\u306e\u72ec\u5360\u4f01\u696d\u3067\u3059\u3002\u534a\u5c0e\u4f53\u306e\u5fae\u7d30\u5316\u304c\u7d9a\u304f\u9650\u308a\u3001ASML\u3078\u306e\u9700\u8981\u306f\u69cb\u9020\u7684\u306b\u7d9a\u304d\u307e\u3059\u3002AI\u30fb5G\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306a\u3069\u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u3059\u3079\u3066\u306b\u9593\u63a5\u7684\u306b\u4e57\u308c\u308b\u9298\u67c4\u3068\u3057\u3066\u3001\u30ea\u30b9\u30af\u5206\u6563\u52b9\u679c\u3082\u9ad8\u3044\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30e9\u30f3\u30c0\u653f\u5e9c\/\u7c73\u56fd\u304b\u3089\u306e\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\uff08\u3059\u3067\u306b\u4e2d\u56fd\u3078\u306e\u4e00\u90e8\u8f38\u51fa\u304c\u5236\u9650\uff09<\/li>\n\n\n\n<li>\u9ad8\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u767a\u6ce8\u304b\u3089\u7d0d\u54c1\u307e\u3067\u6642\u9593\u304c\u304b\u304b\u308b\u305f\u3081\u3001\u666f\u6c17\u5f8c\u9000\u671f\u306b\u306f\u53d7\u6ce8\u30ad\u30e3\u30f3\u30bb\u30eb\u30ea\u30b9\u30af<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"KLA_Corporation%EF%BC%88KLAC%EF%BC%89%EF%BD%9C%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A3%BD%E9%80%A0%E3%81%AE%E3%80%8C%E5%93%81%E8%B3%AA%E7%AE%A1%E7%90%86%E3%80%8D\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/KLAC\" target=\"_blank\" rel=\"noopener\" title=\"\">KLA Corporation\uff08KLAC\uff09<\/a>\uff5c\u534a\u5c0e\u4f53\u88fd\u9020\u306e\u300c\u54c1\u8cea\u7ba1\u7406\u300d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>KLA\u306f\u534a\u5c0e\u4f53\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u691c\u67fb\u88c5\u7f6e\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u9996\u4f4d\u3002\u88fd\u9020\u304c\u5897\u3048\u308b\u307b\u3069\u9700\u8981\u304c\u5897\u3059\u5b89\u5b9a\u30d3\u30b8\u30cd\u30b9\u3068\u9ad8\u3044\u5229\u76ca\u7387\u304c\u9b45\u529b\u306e\u3001\u5b88\u308a\u306b\u5f37\u3044\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u534a\u5c0e\u4f53\u682a\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">KLA Corporation\u306f\u30df\u30eb\u30d4\u30bf\u30b9\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u306b\u672c\u62e0\u3092\u7f6e\u304f\u534a\u5c0e\u4f53\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u5236\u5fa1\u30fb\u691c\u67fb\u88c5\u7f6e\u306e\u6700\u5927\u624b\u3067\u3059\u3002\u88fd\u9020\u5de5\u7a0b\u3067\u306e\u6b20\u9665\u691c\u51fa\u3084\u8a08\u6e2c\u306b\u7279\u5316\u3057\u305f\u88c5\u7f6e\u3092\u63d0\u4f9b\u3057\u3001\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u6b69\u7559\u307e\u308a\u6539\u5584\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30fc\u30cf\u30fb\u30d1\u30bf\u30fc\u30f3\u691c\u67fb\u88c5\u7f6e\u3067\u30b0\u30ed\u30fc\u30d0\u30eb\u30b7\u30a7\u30a2\u9996\u4f4d\uff08\u63a8\u5b9a50%\u8d85\uff09<\/li>\n\n\n\n<li>\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u304c\u5fae\u7d30\u5316\u3059\u308b\u307b\u3069\u691c\u67fb\u306e\u91cd\u8981\u6027\u304c\u5897\u3059\u305f\u3081\u3001\u9700\u8981\u304c\u69cb\u9020\u7684\u306b\u5897\u52a0<\/li>\n\n\n\n<li>\u9ad8\u3044\u5229\u76ca\u7387\uff08\u55b6\u696d\u5229\u76ca\u738740%\u524d\u5f8c\u3092\u7dad\u6301\uff09<\/li>\n\n\n\n<li>\u5b89\u5b9a\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u30fb\u30b9\u30da\u30a2\u30d1\u30fc\u30c4\u53ce\u76ca<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">KLA\u306e\u6700\u5927\u306e\u9b45\u529b\u306f\u300c\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u304c\u88fd\u9020\u3092\u5897\u3084\u3059\u307b\u3069\u9700\u8981\u304c\u5897\u3048\u308b\u300d\u3068\u3044\u3046\u5b89\u5b9a\u3057\u305f\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3067\u3059\u3002ASML\u3068\u4e26\u3073\u3001\u88fd\u9020\u88c5\u7f6e\u30bb\u30af\u30bf\u30fc\u306e\u4e2d\u3067\u3082\u7279\u306b\u5b89\u5b9a\u3057\u305f\u9ad8\u53ce\u76ca\u3092\u8a87\u308a\u307e\u3059\u3002\u666f\u6c17\u5f8c\u9000\u6642\u3082\u6bd4\u8f03\u7684\u8010\u4e45\u6027\u304c\u3042\u308a\u3001\u9577\u671f\u4fdd\u6709\u306b\u5411\u3044\u305f\u9298\u67c4\u3068\u3044\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u534a\u5c0e\u4f53\u8a2d\u5099\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306e\u30c0\u30a6\u30f3\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>\u00a0\u4e2d\u56fd\u5e02\u5834\uff08\u58f2\u4e0a\u306e\u7d043\u5272\uff09\u3078\u306e\u8f38\u51fa\u898f\u5236\u5f37\u5316<\/li>\n\n\n\n<li>\u30a2\u30d7\u30e9\u30a4\u30c9\u30fb\u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u3001\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1\u3068\u306e\u7af6\u5408<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Marvell_Technology%EF%BC%88MRVL%EF%BC%89%EF%BD%9C%E3%83%87%E3%83%BC%E3%82%BF%E3%82%A4%E3%83%B3%E3%83%95%E3%83%A9%E3%81%A8AI_ASIC%E3%81%AE%E6%80%A5%E6%88%90%E9%95%B7%E6%A0%AA\"><\/span><a href=\"https:\/\/finance.yahoo.co.jp\/quote\/MRVL\" target=\"_blank\" rel=\"noopener\" title=\"\">Marvell Technology\uff08MRVL\uff09<\/a>\uff5c\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u3068AI ASIC\u306e\u6025\u6210\u9577\u682a<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>Marvell\u306fAmazon\u3084Google\u306e\u30ab\u30b9\u30bf\u30e0AI\u30c1\u30c3\u30d7\u8a2d\u8a08\u3092\u53d7\u8a17\u3059\u308b\u6025\u6210\u9577\u4f01\u696d\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u9700\u8981\u3068\u3068\u3082\u306b\u58f2\u4e0a\u9ad8\u304c\u6025\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Marvell Technology\u306f\u30b5\u30f3\u30bf\u30af\u30e9\u30e9\uff08\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\uff09\u306b\u672c\u793e\u3092\u7f6e\u304f\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u5411\u3051\u534a\u5c0e\u4f53\u306e\u30d5\u30a1\u30d6\u30ec\u30b9\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3001\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5411\u3051\u306e\u30c1\u30c3\u30d7\u3092\u624b\u304c\u3051\u3001\u8fd1\u5e74\u306fAI\u30ab\u30b9\u30bf\u30e0ASIC\u3067\u6025\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e3b\u306a\u88fd\u54c1\u30fb\u5f37\u307f<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30af\u30e9\u30a6\u30c9\u5411\u3051\u30ab\u30b9\u30bf\u30e0AI ASIC\uff1aAmazon\u3084Google\u3068\u306e\u9577\u671f\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7<\/li>\n\n\n\n<li>100G\/400G\/800G\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\uff1aAI\/\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u9ad8\u901f\u901a\u4fe1\u306b\u5fc5\u9808<\/li>\n\n\n\n<li>PCIe Retimer\u3001Storage Controller\u306a\u3069\u306e\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u30c1\u30c3\u30d7<\/li>\n\n\n\n<li>5G\u57fa\u5730\u5c40\u5411\u3051\u306e\u30c1\u30c3\u30d7<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Marvell\u306f\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u4e26\u3073\u3001AI\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u300c2\u5f37\u300d\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306bAmazon Web Services\u306eTrainium\u30c1\u30c3\u30d7\u3084Google TPU\u306e\u8a2d\u8a08\u30fb\u88fd\u9020\u306b\u6df1\u304f\u95a2\u308f\u3063\u3066\u304a\u308a\u3001\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306eAI\u6295\u8cc7\u304c\u7d9a\u304f\u9650\u308a\u3001\u5b89\u5b9a\u3057\u305f\u53d7\u6ce8\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30ea\u30b9\u30af<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c11\u6570\u306e\u5927\u53e3\u9867\u5ba2\uff08Amazon\u7b49\uff09\u3078\u306e\u96c6\u4e2d\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u00a0NVIDIA\u30ab\u30b9\u30bf\u30e0ASIC\u4e8b\u696d\u3068\u306e\u7af6\u5408<\/li>\n\n\n\n<li>\u7d71\u5408\u30fb\u8cb7\u53ce\u5f8c\u306e\u4e8b\u696d\u6700\u9069\u5316\u306e\u9045\u308c<\/li>\n<\/ul>\n\n\n\n<h2 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%EF%BD%9C%E3%83%AA%E3%82%B9%E3%82%AF%E5%88%86%E6%95%A3%E3%81%A8%E7%B5%84%E3%81%BF%E5%90%88%E3%82%8F%E3%81%9B\"><\/span>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u306e\u8003\u3048\u65b9\uff5c\u30ea\u30b9\u30af\u5206\u6563\u3068\u7d44\u307f\u5408\u308f\u305b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u534a\u5c0e\u4f53\u9298\u67c4\u306f\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5225\u30fb\u6210\u9577\u6027\u30fb\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306e\u89b3\u70b9\u3067\u5206\u6563\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3002\u521d\u5fc3\u8005\u306fETF\uff08SOXX\u3084SMH\uff09\u304b\u3089\u59cb\u3081\u308b\u306e\u3082\u304a\u3059\u3059\u3081\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n<div class=\"related_article typesimple\"><a class=\"related_article__link no-icon\" href=\"https:\/\/marketsquare.jp\/?p=1061\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"239\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF-485x239.jpg\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\u534a\u5c0e\u4f53\u6295\u8cc7\u4fe1\u8a17\u30fbETF \u304a\u3059\u3059\u308110\u9298\u67c4\u5b8c\u5168\u30ac\u30a4\u30c9\u30102026\u5e74\u6700\u65b0\u7248\u3011\u521d\u5fc3\u8005\u304b\u3089\u30d7\u30ed\u307e\u3067\u4f7f\u3048\u308b\u5fb9\u5e95\u6bd4\u8f03\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF-485x239.jpg 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF-300x148.jpg 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF-1024x504.jpg 1024w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF-768x378.jpg 768w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Semiconductor-Stock-ETF.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>\u534a\u5c0e\u4f53\u6295\u8cc7\u4fe1\u8a17\u30fbETF \u304a\u3059\u3059\u308110\u9298\u67c4\u5b8c\u5168\u30ac\u30a4\u30c9\u30102026\u5e74\u6700\u65b0\u7248\u3011\u521d\u5fc3\u8005\u5411\u3051\u306b\u5fb9\u5e95\u6bd4\u8f03<\/div><time class=\"time__date gf undo\">2026.05.21<\/time><\/div><\/a><\/div>\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%90%E3%83%AA%E3%83%A5%E3%83%BC%E3%83%81%E3%82%A7%E3%83%BC%E3%83%B3%E5%88%A5%E3%81%AE%E5%88%86%E6%95%A3\"><\/span>\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5225\u306e\u5206\u6563<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30d6\u30ec\u30b9\uff08NVIDIA\u3001AMD\u3001\u30af\u30a2\u30eb\u30b3\u30e0\uff09\u3060\u3051\u3067\u306a\u304f\u3001\u88fd\u9020\uff08TSMC\uff09\u3001\u88fd\u9020\u88c5\u7f6e\uff08ASML\u3001KLA\uff09\u3001\u30e1\u30e2\u30ea\uff08\u30de\u30a4\u30af\u30ed\u30f3\uff09\u306a\u3069\u3001\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u306e\u7570\u306a\u308b\u6bb5\u968e\u306b\u5206\u6563\u3059\u308b\u3053\u3068\u3067\u3001\u7279\u5b9a\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%88%90%E9%95%B7%E6%80%A7vs%E5%AE%89%E5%AE%9A%E6%80%A7%E3%81%AE%E3%83%90%E3%83%A9%E3%83%B3%E3%82%B9\"><\/span>\u6210\u9577\u6027vs\u5b89\u5b9a\u6027\u306e\u30d0\u30e9\u30f3\u30b9<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u3084AMD\u306e\u3088\u3046\u306a\u9ad8\u6210\u9577\u30fb\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u9298\u67c4\u3068\u3001KLA\u3084\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u3088\u3046\u306a\u5b89\u5b9a\u9ad8\u53ce\u76ca\u30fb\u914d\u5f53\u9298\u67c4\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u632f\u308c\u5e45\u3092\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%9C%B0%E6%94%BF%E5%AD%A6%E3%83%AA%E3%82%B9%E3%82%AF%E3%81%AE%E8%80%83%E6%85%AE\"><\/span>\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306e\u8003\u616e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53f0\u6e7e\uff08TSMC\uff09\u3084\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u9298\u67c4\u304c\u591a\u3044\u4e2d\u3001\u30a4\u30f3\u30c6\u30eb\u3084\u7c73\u56fd\u5185\u88fd\u9020\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u4f01\u696d\u3078\u306e\u914d\u5206\u3092\u691c\u8a0e\u3059\u308b\u3053\u3068\u3082\u3001\u5730\u653f\u5b66\u30ea\u30b9\u30af\u30d8\u30c3\u30b8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%8A%95%E8%B3%87%E5%89%8D%E3%81%AB%E7%A2%BA%E8%AA%8D%E3%81%99%E3%81%B9%E3%81%8D5%E3%81%A4%E3%81%AE%E3%83%81%E3%82%A7%E3%83%83%E3%82%AF%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88\"><\/span>\u6295\u8cc7\u524d\u306b\u78ba\u8a8d\u3059\u3079\u304d5\u3064\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><em><strong>\u7c73\u56fd\u534a\u5c0e\u4f53\u682a\u3092\u8cb7\u3046\u524d\u306b\u78ba\u8a8d\u3057\u305f\u30445\u3064\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u89e3\u8aac\u3002\u5e02\u5834\u30b7\u30a7\u30a2\u30fb\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u5730\u653f\u5b66\u30ea\u30b9\u30af\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30fb\u6210\u9577\u30ab\u30bf\u30ea\u30b9\u30c8\u3092\u5fc5\u305a\u30c1\u30a7\u30c3\u30af\u3057\u307e\u3057\u3087\u3046\u3002<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u5e02\u5834\u30b7\u30a7\u30a2\u306e\u6301\u7d9a\u53ef\u80fd\u6027\uff1a<\/strong> \u305d\u306e\u4f01\u696d\u306e\u7af6\u4e89\u512a\u4f4d\u6027\uff08\u30e2\u30fc\u30c8\uff09\u306f5\u301c10\u5e74\u30b9\u30d1\u30f3\u3067\u7dad\u6301\u3067\u304d\u308b\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff1a<\/strong> 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wp-block-paragraph\"><em><strong>\u7c73\u56fd\u534a\u5c0e\u4f53\u682a\u306fAI\u30fb5G\u30fb\u81ea\u52d5\u904b\u8ee2\u306e\u9577\u671f\u30c8\u30ec\u30f3\u30c9\u3067\u6210\u9577\u304c\u7d9a\u304f\u6709\u671b\u30bb\u30af\u30bf\u30fc\u3002\u30ea\u30b9\u30af\u3092\u7406\u89e3\u3057\u305f\u4e0a\u3067\u5206\u6563\u6295\u8cc7\u3092\u884c\u3044\u3001ETF\u6d3b\u7528\u3082\u8996\u91ce\u306b\u5165\u308c\u305f\u6226\u7565\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u91cd\u8981\u3067\u3059\u3002<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8a18\u4e8b\u3067\u306f\u3001\u7c73\u56fd\u534a\u5c0e\u4f53\u9298\u67c4\u306e\u4e2d\u304b\u3089\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d10\u793e\u306b\u3064\u3044\u3066\u3001\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u3084\u30ea\u30b9\u30af\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3057\u305f\u3002<strong><span class=\"pre--maker span-stk-maker-yellow\">\u534a\u5c0e\u4f53\u306f\u73fe\u4ee3\u306e\u30c7\u30b8\u30bf\u30eb\u7d4c\u6e08\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001AI\u30fb5G\u30fb\u81ea\u52d5\u904b\u8ee2\u30fbIoT\u306a\u3069\u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u306b\u3088\u3063\u3066\u9577\u671f\u7684\u306a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u30bb\u30af\u30bf\u30fc\u3067\u3059\u3002<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3067\u3001\u666f\u6c17\u5faa\u74b0\u306e\u5f71\u97ff\u3092\u5f37\u304f\u53d7\u3051\u308b\u3053\u3068\u3001\u7c73\u4e2d\u306e\u6280\u8853\u8987\u6a29\u4e89\u3044\u306b\u3088\u308b\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3001\u305d\u3057\u3066\u9ad8\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u6295\u8cc7\u30ea\u30b9\u30af\u3082\u7406\u89e3\u3057\u305f\u4e0a\u3067\u5224\u65ad\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u500b\u5225\u9298\u67c4\u3078\u306e\u96c6\u4e2d\u6295\u8cc7\u304c\u4e0d\u5b89\u306a\u65b9\u306f\u3001SOX\u6307\u6570\uff08\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u534a\u5c0e\u4f53\u682a\u6307\u6570\uff09\u306b\u9023\u52d5\u3059\u308bETF\uff08\u4f8b\uff1aSOXX\u3084SMH\uff09\u3092\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u3082\u6709\u52b9\u3067\u3059\u3002\u307e\u305a\u306f\u5c11\u984d\u304b\u3089\u59cb\u3081\u3001\u5404\u793e\u306e\u6c7a\u7b97\u767a\u8868\u306a\u3069\u3092\u901a\u3058\u3066\u534a\u5c0e\u4f53\u696d\u754c\u3078\u306e\u7406\u89e3\u3092\u6df1\u3081\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-warning wp-block-paragraph\"><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=546\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"243\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor-485x243.webp\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\u30102026\u5e74\u30c8\u30ec\u30f3\u30c9\u8003\u5bdf\u3011\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u304a\u3059\u3059\u308120\u9078\uff5c\u4eca\u6ce8\u76ee\u306e\u6295\u8cc7\u5148\u3092\u5fb9\u5e95\u89e3\u8aac\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor-485x243.webp 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor-300x150.webp 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor-1024x512.webp 1024w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor-768x384.webp 768w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/10\/semiconductor.webp 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\u30c8\u30ec\u30f3\u30c9\u8003\u5bdf\u3011\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u304a\u3059\u3059\u308120\u9078\uff5c\u4eca\u6ce8\u76ee\u306e\u6295\u8cc7\u5148\u3092\u5fb9\u5e95\u89e3\u8aac<\/div><time class=\"time__date gf undo\">2026.05.21<\/time><\/div><\/a><\/div>\n\n<div class=\"related_article typesimple\"><a class=\"related_article__link no-icon\" href=\"https:\/\/marketsquare.jp\/?p=150\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"273\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/08\/financial-securities-485x273.webp\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\u56fd\u5185\u3067\u304a\u3059\u3059\u3081\u306e\u8a3c\u5238\u4f1a\u793e\u30e9\u30f3\u30ad\u30f3\u30b02025\" 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