{"id":1107,"date":"2026-06-10T08:00:00","date_gmt":"2026-06-09T23:00:00","guid":{"rendered":"https:\/\/marketsquare.jp\/?p=1107"},"modified":"2026-06-09T16:33:57","modified_gmt":"2026-06-09T07:33:57","slug":"%e3%80%902026%e5%b9%b4%e4%b8%8b%e5%8d%8a%e6%9c%9f%e3%80%91-%e6%b3%a8%e7%9b%ae%e3%81%ae%e6%97%a5%e6%9c%ac%e6%a0%aa-%e3%83%a1%e3%83%a2%e3%83%aa%e3%83%bc%e9%96%a2%e9%80%a3%e9%8a%98%e6%9f%84-%e5%8e%b3","status":"publish","type":"post","link":"https:\/\/marketsquare.jp\/?p=1107","title":{"rendered":"\u30102026\u5e74\u4e0b\u534a\u671f\u30c8\u30ec\u30f3\u30c9\u3011 \u6ce8\u76ee\u306e\u65e5\u672c\u682a \u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4 \u53b3\u907810\u793e\u5b8c\u5168\u30ac\u30a4\u30c9"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 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\" style=\"cursor:inherit\">\u76ee\u6b21<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#AI%E9%9C%80%E8%A6%81%E3%81%8C%E7%89%BD%E5%BC%95%E3%81%99%E3%82%8B%E3%80%8C%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%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%80%8D%E3%81%A7%E5%8B%9D%E3%81%A4%E3%81%9F%E3%82%81%E3%81%AE%E6%8A%95%E8%B3%87%E6%88%A6%E7%95%A5\" >AI\u9700\u8981\u304c\u727d\u5f15\u3059\u308b\u300c\u30e1\u30e2\u30ea\u30fc\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u300d\u3067\u52dd\u3064\u305f\u3081\u306e\u6295\u8cc7\u6226\u7565<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%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%80%81%E3%81%AA%E3%81%9C%E4%BB%8A%E3%80%8C%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E3%80%8D%E3%81%8C%E7%86%B1%E3%81%84%E3%81%AE%E3%81%8B\" >\u306f\u3058\u3081\u306b\uff1a2026\u5e74\u4e0b\u534a\u671f\u3001\u306a\u305c\u4eca\u300c\u30e1\u30e2\u30ea\u30fc\u300d\u304c\u71b1\u3044\u306e\u304b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F_%E6%B3%A8%E7%9B%AE%E3%81%AE%E6%97%A5%E6%9C%AC%E6%A0%AA%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E9%96%A2%E9%80%A3%E9%8A%98%E6%9F%84_%E5%8E%B3%E9%81%B810%E7%A4%BE\" >2026\u5e74\u4e0b\u534a\u671f \u6ce8\u76ee\u306e\u65e5\u672c\u682a\u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4 \u53b3\u907810\u793e<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E3%80%902026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%80%91_%E6%B3%A8%E7%9B%AE%E3%81%AE%E6%97%A5%E6%9C%AC%E6%A0%AA_%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E9%96%A2%E9%80%A3%E9%8A%98%E6%9F%84_%E5%8E%B3%E9%81%B810%E7%A4%BE\" >\u30102026\u5e74\u4e0b\u534a\u671f\u3011 \u6ce8\u76ee\u306e\u65e5\u672c\u682a \u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4 \u53b3\u907810\u793e<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#1_%E3%82%AD%E3%82%AA%E3%82%AF%E3%82%B7%E3%82%A2%E3%83%9B%E3%83%BC%E3%83%AB%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%82%B9%EF%BC%88285A%EF%BC%89\" >1. \u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff08285A\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#2_KOKUSAI_ELECTRIC%EF%BC%886525%EF%BC%89\" >2. KOKUSAI ELECTRIC\uff086525\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E4%BC%81%E6%A5%AD%E6%A6%82%E8%A6%81\" >\u4f01\u696d\u6982\u8981<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#3_%E3%82%A2%E3%83%89%E3%83%90%E3%83%B3%E3%83%86%E3%82%B9%E3%83%88%EF%BC%886857%EF%BC%89\" >3. \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#4_%E6%9D%B1%E4%BA%AC%E3%82%A8%E3%83%AC%E3%82%AF%E3%83%88%E3%83%AD%E3%83%B3%EF%BC%888035%EF%BC%89\" >4. \u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E4%BC%81%E6%A5%AD%E6%A6%82%E8%A6%81-2\" >\u4f01\u696d\u6982\u8981<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#5_%E3%83%87%E3%82%A3%E3%82%B9%E3%82%B3%EF%BC%886146%EF%BC%89\" >5. \u30c7\u30a3\u30b9\u30b3\uff086146\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#6_%E6%97%A5%E6%9C%AC%E3%83%9E%E3%82%A4%E3%82%AF%E3%83%AD%E3%83%8B%E3%82%AF%E3%82%B9%EF%BC%886871%EF%BC%89\" >6. \u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9\uff086871\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#7_%E3%83%AC%E3%83%BC%E3%82%B6%E3%83%BC%E3%83%86%E3%83%83%E3%82%AF%EF%BC%886920%EF%BC%89\" >7. \u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff086920\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#8_SCREEN%E3%83%9B%E3%83%BC%E3%83%AB%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%82%B9%EF%BC%887735%EF%BC%89\" >8. SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff087735\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#9_SUMCO%EF%BC%883436%EF%BC%89\" >9. SUMCO\uff083436\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#10_%E3%82%A4%E3%83%93%E3%83%87%E3%83%B3%EF%BC%884062%EF%BC%89\" >10. \u30a4\u30d3\u30c7\u30f3\uff084062\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E3%81%8A%E3%81%99%E3%81%99%E3%82%81%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88\" >\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E3%81%BE%E3%81%A8%E3%82%81%EF%BC%9A10%E9%8A%98%E6%9F%84_%E6%AF%94%E8%BC%83%E4%B8%80%E8%A6%A7\" >\u307e\u3068\u3081\uff1a10\u9298\u67c4 \u6bd4\u8f03\u4e00\u89a7<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/marketsquare.jp\/?p=1107\/#%E6%8A%95%E8%B3%87%E6%88%A6%E7%95%A5%EF%BC%9A%E5%88%9D%E5%BF%83%E8%80%85%E3%81%8B%E3%82%89%E4%B8%8A%E7%B4%9A%E8%80%85%E3%81%BE%E3%81%A7%E6%B4%BB%E7%94%A8%E3%81%A7%E3%81%8D%E3%82%8B3%E3%81%A4%E3%81%AE%E3%82%A2%E3%83%97%E3%83%AD%E3%83%BC%E3%83%81\" >\u6295\u8cc7\u6226\u7565\uff1a\u521d\u5fc3\u8005\u304b\u3089\u4e0a\u7d1a\u8005\u307e\u3067\u6d3b\u7528\u3067\u304d\u308b3\u3064\u306e\u30a2\u30d7\u30ed\u30fc\u30c1<\/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=1107\/#%E2%91%A0_ETF%E3%81%A7%E3%81%BE%E3%82%8B%E3%81%94%E3%81%A8%E6%8A%95%E8%B3%87%EF%BC%88%E5%88%9D%E5%BF%83%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\" >\u2460 ETF\u3067\u307e\u308b\u3054\u3068\u6295\u8cc7\uff08\u521d\u5fc3\u8005\u5411\u3051\uff09<\/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=1107\/#%E2%91%A1_%E3%82%B3%E3%82%A2%EF%BC%8B%E3%82%B5%E3%83%86%E3%83%A9%E3%82%A4%E3%83%88%E6%88%A6%E7%95%A5%EF%BC%88%E4%B8%AD%E7%B4%9A%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\" >\u2461 \u30b3\u30a2\uff0b\u30b5\u30c6\u30e9\u30a4\u30c8\u6226\u7565\uff08\u4e2d\u7d1a\u8005\u5411\u3051\uff09<\/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=1107\/#%E2%91%A2_%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%86%E6%95%A3%E6%8A%95%E8%B3%87%EF%BC%88%E4%B8%8A%E7%B4%9A%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\" >\u2462 \u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6563\u6295\u8cc7\uff08\u4e0a\u7d1a\u8005\u5411\u3051\uff09<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AI%E9%9C%80%E8%A6%81%E3%81%8C%E7%89%BD%E5%BC%95%E3%81%99%E3%82%8B%E3%80%8C%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%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%80%8D%E3%81%A7%E5%8B%9D%E3%81%A4%E3%81%9F%E3%82%81%E3%81%AE%E6%8A%95%E8%B3%87%E6%88%A6%E7%95%A5\"><\/span><em>AI\u9700\u8981\u304c\u727d\u5f15\u3059\u308b\u300c\u30e1\u30e2\u30ea\u30fc\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u300d\u3067\u52dd\u3064\u305f\u3081\u306e\u6295\u8cc7\u6226\u7565<\/em><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u3053\u306e\u8a18\u4e8b\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><br>\u2022 \u751f\u6210AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e\u62e1\u5927\u3092\u8ffd\u3044\u98a8\u306b\u3001\u65e5\u672c\u306e\u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4\u304c\u6025\u9a30\u5c40\u9762\u306b\u7a81\u5165\u2022\u00a0\u30ad\u30aa\u30af\u30b7\u30a2HD\uff08285A\uff09\u306f2026\u5e744\u301c6\u6708\u671f\u7d14\u5229\u76ca\u304c\u524d\u5e74\u540c\u671f\u6bd448\u500d\u3068\u3044\u3046\u7a7a\u524d\u306e\u696d\u7e3e\u62e1\u5927<br>\u2022\u00a0\u88c5\u7f6e\u30fb\u6750\u6599\u30fb\u90e8\u54c1\u307e\u3067\u542b\u3081\u305f\u30e1\u30e2\u30ea\u30fc\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u309210\u9298\u67c4\u3067\u7db2\u7f85<br>\u2022\u5404\u9298\u67c4\u306e\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8\u30fb\u30ea\u30b9\u30af\u30fb2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057\u3092\u8a73\u7d30\u89e3\u8aac<\/p>\n\n\n\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%80%81%E3%81%AA%E3%81%9C%E4%BB%8A%E3%80%8C%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E3%80%8D%E3%81%8C%E7%86%B1%E3%81%84%E3%81%AE%E3%81%8B\"><\/span>\u306f\u3058\u3081\u306b\uff1a2026\u5e74\u4e0b\u534a\u671f\u3001\u306a\u305c\u4eca\u300c\u30e1\u30e2\u30ea\u30fc\u300d\u304c\u71b1\u3044\u306e\u304b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u4e16\u754c\u534a\u5c0e\u4f53\u5e02\u5834\u306f\u3001\u751f\u6210AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u306e\u7206\u767a\u7684\u666e\u53ca\u3092\u8d77\u7206\u5264\u3068\u3057\u3066\u3001\u304b\u3064\u3066\u306a\u3044\u898f\u6a21\u306e\u9700\u8981\u62e1\u5927\u5c40\u9762\u3092\u8fce\u3048\u3066\u3044\u307e\u3059\u3002<strong>\u7279\u306bNAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u3068DRAM\uff08\u7279\u306bHBM\uff1a\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u306f\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u52d5\u304b\u3059\u305f\u3081\u306e\u300c\u30c7\u30b8\u30bf\u30eb\u30a4\u30f3\u30d5\u30e9\u306e\u71c3\u6599\u300d\u3068\u3057\u3066\u3001\u5168\u4e16\u754c\u7684\u306a\u4f9b\u7d66\u4e0d\u8db3\u304c\u6df1\u523b\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6700\u65b0GPU\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u52d5\u4f5c\u3059\u308b\u305f\u3081\u306b\u306f\u5927\u91cf\u306eHBM\u3068NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u306e<strong><span class=\"pre--maker span-stk-maker-yellow\">\u300cAI\uff1d\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u300d<\/span><\/strong>\u3068\u3044\u3046\u65b9\u7a0b\u5f0f\u304c\u6210\u7acb\u3057\u305f\u7d50\u679c\u3001\u65e5\u672c\u306e\u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u682a\u306b\u306f\u56fd\u5185\u5916\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u30fb\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u304b\u3089\u306e\u8cc7\u91d1\u304c\u6012\u6fe4\u306e\u3088\u3046\u306b\u6d41\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5143\u3005\u3001\u30b2\u30fc\u30df\u30f3\u30b0PC\u3092\u4f7f\u3063\u3066\u3044\u308b\u65b9\u306f\u7c73\u56fd\u682a\u3067\u4ee3\u8868\u7684\u306a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3084\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30a6\u30a8\u30b9\u30bf\u30f3\u30fb\u30c7\u30b8\u30bf\u30eb\u306a\u3069GPU\u3001DRAM\u3001HBM\/SSD\u306a\u3069\u3042\u308b\u7a0b\u5ea6\u306e\u30c8\u30ec\u30f3\u30c9\u304c\u5206\u304b\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u4eca\u56de\u306f\u65e5\u672c\u682a\u3067\u7e8f\u3081\u3066\u307f\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong><span class=\"pre--maker span-stk-maker-yellow\">\u3010\u5e02\u5834\u74b0\u5883\u30b5\u30de\u30ea\u30fc 2026\u5e74\u4e0b\u534a\u671f\u3011<\/span><\/strong><br>\u2022<strong>\u4e16\u754c\u534a\u5c0e\u4f53\u5e02\u5834\uff1a<\/strong>2024\u5e74\u304b\u30893\u5e74\u9023\u7d9a\u306720%\u4ee5\u4e0a\u306e\u6210\u9577\u3092\u8a18\u9332\uff08AI\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u5165\u308a\uff09<br>\u2022<strong>NAND\u9700\u7d66\uff1a<\/strong>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u9700\u8981\u304c\u4f9b\u7d66\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308a\u3001\u4fa1\u683c\u304c\u9ad8\u6b62\u307e\u308a<br>\u2022<strong>HBM\u5e02\u5834\uff1a<\/strong>HBM4\u4e16\u4ee3\u3078\u306e\u79fb\u884c\u30b5\u30a4\u30af\u30eb\u304c2026\u5e74\u5f8c\u534a\u304b\u3089\u672c\u683c\u5316<br>\u2022<strong>\u88fd\u9020\u88c5\u7f6e\u6295\u8cc7\uff1a<\/strong>1.6\u30ca\u30ce\u4e16\u4ee3\u91cf\u7523\uff082026\u5e74\u5f8c\u534a\u301c\uff09\u3067\u5148\u7aef\u88c5\u7f6e\u9700\u8981\u304c\u6025\u5897<\/td><\/tr><\/tbody><\/table><\/figure>\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_%E6%B3%A8%E7%9B%AE%E3%81%AE%E6%97%A5%E6%9C%AC%E6%A0%AA%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E9%96%A2%E9%80%A3%E9%8A%98%E6%9F%84_%E5%8E%B3%E9%81%B810%E7%A4%BE\"><\/span>2026\u5e74\u4e0b\u534a\u671f \u6ce8\u76ee\u306e\u65e5\u672c\u682a\u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4 \u53b3\u907810\u793e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306f\u3001\u30e1\u30e2\u30ea\u30fc\u306e\u88fd\u9020\uff08\u30ad\u30aa\u30af\u30b7\u30a2\uff09\u3001\u88fd\u9020\u88c5\u7f6e\uff08KOKUSAI ELECTRIC\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff09\u3001\u30c6\u30b9\u30c8\uff08\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff09\u3001\u7cbe\u5bc6\u52a0\u5de5\uff08\u30c7\u30a3\u30b9\u30b3\uff09\u3001\u691c\u67fb\u90e8\u54c1\uff08\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9\uff09\u3001\u7d20\u6750\uff08SUMCO\uff09\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\uff08\u30a4\u30d3\u30c7\u30f3\uff09\u3068\u3044\u3046\u300c\u30e1\u30e2\u30ea\u30fc\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u300d\u3092\u7db2\u7f85\u3059\u308b10\u9298\u67c4\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5404\u793e100\u682a\u3092\u8cb7\u3046\u306b\u306f\u91d1\u984d\u304c\u9ad8\u3059\u304e\u308b\u30fb\u30fb\u30fb\u3068\u3044\u3046\u5834\u5408\u306f\u3001\u30df\u30cb\u682a\uff08PayPay\u8a3c\u5238\uff09\u3084S\u682a\uff08SBI\u8a3c\u5238\uff09\u306a\u3069\u3001NISA\u306b\u3082\u5bfe\u5fdc\u3057\u3066\u3044\u308b1\u682a\u304b\u3089\u8cb7\u3048\u308b\uff08\u5358\u5143\u672a\u6e80\u682a\uff09\u3067\u9577\u671f\u7684\u306b\u4fdd\u6709\u3057\u3066\u3082\u826f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%80%902026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%80%91_%E6%B3%A8%E7%9B%AE%E3%81%AE%E6%97%A5%E6%9C%AC%E6%A0%AA_%E3%83%A1%E3%83%A2%E3%83%AA%E3%83%BC%E9%96%A2%E9%80%A3%E9%8A%98%E6%9F%84_%E5%8E%B3%E9%81%B810%E7%A4%BE\"><\/span>\u30102026\u5e74\u4e0b\u534a\u671f\u3011 \u6ce8\u76ee\u306e\u65e5\u672c\u682a \u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4 \u53b3\u907810\u793e<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=\"1_%E3%82%AD%E3%82%AA%E3%82%AF%E3%82%B7%E3%82%A2%E3%83%9B%E3%83%BC%E3%83%AB%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%82%B9%EF%BC%88285A%EF%BC%89\"><\/span>1. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/285A.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/a>\uff08285A\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u672c\u547d\u3011NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306e\u4e16\u754c\u30c8\u30c3\u30d7\u4f01\u696d&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>285A<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u30fb\u96fb\u5b50\u90e8\u54c1<\/td><td>NAND\u7d14\u6b63\u30e1\u30fc\u30ab\u30fc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u6771\u829d\u306e\u30e1\u30e2\u30ea\u4e8b\u696d\u304b\u3089\u72ec\u7acb\u3057\u30012024\u5e7412\u6708\u306b\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0\u3078\u4e0a\u5834\u3002NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u306e\u300c\u767a\u660e\u8005\u306e\u7cfb\u8b5c\u300d\u3092\u6301\u3064\u65e5\u672c\u552f\u4e00\u306e\u7d14\u6b63\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u30022026\u5e74\u4ee5\u964d\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u9ad8\u901fSSD\u9700\u8981\u306e\u7206\u767a\u7684\u62e1\u5927\u306b\u3088\u308a\u3001\u696d\u7e3e\u304c\u6025\u52a0\u901f\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\u5e744\u301c6\u6708\u671f\u306e\u7d14\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd448\u500d\u306e8,690\u5104\u5186\u898b\u8fbc\u307f\uff08\u65e5\u672c\u4f01\u696d\u3067\u6700\u5927\u7d1a\u306eAI\u6069\u6075\uff09<\/li>\n\n\n\n<li>\u751f\u6210AI\u5411\u3051\u30b5\u30fc\u30d0\u30fc\u7528NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306e\u9700\u8981\u304c\u4f9b\u7d66\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u300c\u69cb\u9020\u7684\u9700\u7d66\u3072\u3063\u8feb\u300d<\/li>\n\n\n\n<li>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSSD\u306e\u8ca9\u58f2\u5358\u4fa1\u4e0a\u6607\u304c\u53ce\u76ca\u3092\u62bc\u3057\u4e0a\u3052<\/li>\n\n\n\n<li>2027\u301c28\u5e74\u306b\u5411\u3051\u305f\u9577\u671f\u4f9b\u7d66\u5951\u7d04\u306e\u63d0\u6848\u304c\u9867\u5ba2\u304b\u3089\u76f8\u6b21\u3044\u3067\u3044\u308b\u3068\u767a\u8868<\/li>\n\n\n\n<li>2027\u5e743\u6708\u671f\u306e\u5e02\u5834\u4e88\u60f3\u55b6\u696d\u5229\u76ca\u306f\u524d\u671f\u6bd4\u7d046.5\u500d\u306e5\u51467,288\u5104\u5186\uff08Bloomberg\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\uff09<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>NAND\u4fa1\u683c\u306e\u6025\u843d\u30ea\u30b9\u30af\u3001\u7c73\u56fd\u682a\uff08\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u3068\u306e\u9023\u52d5\u306b\u3088\u308b\u6025\u843d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">NAND\u30e1\u30e2\u30ea\u306e\u9700\u7d66\u3072\u3063\u8feb\u304c\u7d9a\u304f\u9650\u308a\u3001\u5f37\u70c8\u306a\u696d\u7e3e\u62e1\u5927\u304c\u671f\u5f85\u3067\u304d\u308b\u672c\u547d\u9298\u67c4\u3002AI\u6295\u8cc7\u304c\u6b62\u307e\u3089\u306a\u3044\u74b0\u5883\u4e0b\u3067\u306f\u3001\u5f15\u304d\u7d9a\u304d\u6700\u4e0a\u4f4d\u306b\u4f4d\u7f6e\u3059\u308b\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u4ee3\u8868\u682a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_KOKUSAI_ELECTRIC%EF%BC%886525%EF%BC%89\"><\/span>2. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/6525.T\" target=\"_blank\" rel=\"noopener\" title=\"\">KOKUSAI ELECTRIC<\/a>\uff086525\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u88c5\u7f6e\u00d7\u30e1\u30e2\u30ea\u30fc\u3011\u30d0\u30c3\u30c1\u5f0fCVD\u3067\u4e16\u754c\u5236\u8987&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>6525<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u6210\u819c\u88c5\u7f6e\u306e\u4e16\u754c\u30b7\u30a7\u30a2No.1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E4%BC%81%E6%A5%AD%E6%A6%82%E8%A6%81\"><\/span><strong>\u4f01\u696d\u6982\u8981<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u7acb\u56fd\u969b\u96fb\u6c17\u306e\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u4e8b\u696d\u304c\u72ec\u7acb\u3057\u30012023\u5e7410\u6708\u306b\u4e0a\u5834\u3002DRAM\u30fbNAND\u5411\u3051\u306e\u30d0\u30c3\u30c1\u5f0f\u71b1\u51e6\u7406\u30fb\u6210\u819c\uff08CVD\uff09\u88c5\u7f6e\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u9996\u4f4d\u3092\u63e1\u308b\u3002\u30e1\u30e2\u30ea\u30fc\u306e\u88fd\u9020\u5de5\u7a0b\u3067\u4e0d\u53ef\u6b20\u306a\u300c\u5ddd\u4e0a\u300d\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u3057\u3066\u3001\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u62e1\u5927\u306b\u9023\u52d5\u3057\u305f\u696d\u7e3e\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DRAM\u30fbNAND\u53cc\u65b9\u306e\u88fd\u9020\u5de5\u7a0b\u306b\u5fc5\u8981\u306aCVD\uff08\u5316\u5b66\u6c17\u76f8\u5806\u7a4d\uff09\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2<\/li>\n\n\n\n<li>AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u306e\u5897\u7523\u6295\u8cc7\u304c\u88c5\u7f6e\u9700\u8981\u3092\u5e95\u4e0a\u3052<\/li>\n\n\n\n<li>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306f2026\u5e74\u5f8c\u534a\u304b\u3089\u300cHBM4\u300d\u4e16\u4ee3\u3078\u306e\u79fb\u884c\u30b5\u30a4\u30af\u30eb\u304c\u59cb\u307e\u308b\u898b\u901a\u3057<\/li>\n\n\n\n<li>\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u76f8\u6b21\u304e\u5f15\u304d\u4e0a\u3052\u3001\u4e2d\u9577\u671f\u3067\u306e\u6295\u8cc7\u5999\u5473\u3092\u9ad8\u8a55\u4fa1<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30c8\u30c3\u30d710\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u306e\u69cb\u6210\u9298\u67c4\u5165\u308a<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u898f\u5236\u5f37\u5316\u304c\u53d7\u6ce8\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3001\u9867\u5ba2\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u306e\u5909\u66f4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30e2\u30ea\u30fc\u88fd\u9020\u306b\u4e0d\u53ef\u6b20\u306a\u88c5\u7f6e\u306e\u4f9b\u7d66\u8005\u3068\u3057\u3066\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u30bb\u30c3\u30c8\u3067\u6ce8\u76ee\u3059\u3079\u304d\u300c\u8107\u5f79\u306e\u4e3b\u5f79\u300d\u3002HBM4\u91cf\u7523\u30b5\u30a4\u30af\u30eb\u5165\u308a\u3067\u53d7\u6ce8\u306e\u8ffd\u3044\u98a8\u304c\u7d9a\u304f\u898b\u8fbc\u307f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_%E3%82%A2%E3%83%89%E3%83%90%E3%83%B3%E3%83%86%E3%82%B9%E3%83%88%EF%BC%886857%EF%BC%89\"><\/span>3. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/6857.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/a>\uff086857\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u30c6\u30b9\u30c8\u88c5\u7f6e\u306e\u738b\u8005\u3011HBM4\u91cf\u7523\u3067\u72ec\u8d70&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>6857<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e<\/td><td>HBM\u30c6\u30b9\u30bf\u30fc\u306e\u4e16\u754c\u9996\u4f4d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e\uff08\u30c6\u30b9\u30bf\u30fc\uff09\u306e\u4e16\u754c\u6700\u5927\u624b\u3002AI\u534a\u5c0e\u4f53\u3084HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u306e\u30c6\u30b9\u30c8\u306b\u5f37\u307f\u3092\u6301\u3061\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2GPU\u3068\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u63a5\u7d9a\u304c\u696d\u7e3e\u3092\u652f\u3048\u308b\u3002\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u9023ETF\u306b\u304a\u3051\u308b\u30a6\u30a7\u30a4\u30c8\u9996\u4f4d\u3092\u5360\u3081\u308b\u300c\u4ee3\u8868\u9298\u67c4\u300d\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>HBM\u30e1\u30e2\u30ea\u306e\u30c6\u30b9\u30c8\u88c5\u7f6e\u3067\u4e16\u754c\u9996\u4f4d\u3002HBM4\u4e16\u4ee3\u3078\u306e\u79fb\u884c\u3067\u3055\u3089\u306a\u308b\u5e02\u5834\u62e1\u5927\u304c\u898b\u8fbc\u307e\u308c\u308b<\/li>\n\n\n\n<li>2026\u5e74\u5f8c\u534a\u304b\u3089\u306e1.6\u30ca\u30ce\u91cf\u7523\u958b\u59cb\u306b\u4f34\u3044\u3001\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u5411\u3051\u30c6\u30b9\u30c8\u88c5\u7f6e\u306e\u53d7\u6ce8\u5897\u304c\u671f\u5f85<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30c8\u30c3\u30d710\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u3067\u30a6\u30a7\u30a4\u30c81\u4f4d\uff0814.6%\uff09<\/li>\n\n\n\n<li>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u58f2\u4e0a\u9ad8\u5897\u52a0\u3068\u9ad8\u3044\u76f8\u95a2\u3002AI\u534a\u5c0e\u4f53\u306e\u7a2e\u985e\u5897\u52a0\u304c\u30c6\u30b9\u30c8\u5de5\u6570\u3092\u62e1\u5927<\/li>\n\n\n\n<li>\u697d\u5929\u8a3c\u5238\u306a\u3069\u4e3b\u8981\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u3001\u4e2d\u9577\u671f\u6295\u8cc7\u306e\u6700\u63a8\u5968\u9298\u67c4\u306e\u4e00\u89d2<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u30c6\u30b9\u30bf\u30fc\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306e\u5909\u52d5\u3001\u9867\u5ba2\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u7b49\uff09\u306e\u751f\u7523\u8a08\u753b\u306e\u5909\u66f4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u534a\u5c0e\u4f53\u306e\u591a\u69d8\u5316\u3068HBM4\u79fb\u884c\u306b\u3088\u308b\u30c6\u30b9\u30c8\u9700\u8981\u306e\u5897\u5927\u306f\u3001\u5f53\u9762\u7d9a\u304f\u898b\u901a\u3057\u3002\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u9023\u682a\u306e\u4e2d\u3067\u6700\u3082\u6d41\u52d5\u6027\u304c\u9ad8\u304f\u3001\u6a5f\u95a2\u30fb\u500b\u4eba\u53cc\u65b9\u304b\u3089\u7d99\u7d9a\u7684\u306a\u8cb7\u3044\u304c\u671f\u5f85\u3055\u308c\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_%E6%9D%B1%E4%BA%AC%E3%82%A8%E3%83%AC%E3%82%AF%E3%83%88%E3%83%AD%E3%83%B3%EF%BC%888035%EF%BC%89\"><\/span>4. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/8035.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/a>\uff088035\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u7dcf\u5408\u88c5\u7f6e\u6700\u5927\u624b\u3011AI\u30fb\u30e1\u30e2\u30ea\u30fc\u53cc\u65b9\u306b\u5f37\u307f&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>8035<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u56fd\u5185\u6700\u5927\u306e\u534a\u5c0e\u4f53\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E4%BC%81%E6%A5%AD%E6%A6%82%E8%A6%81-2\"><\/span><strong>\u4f01\u696d\u6982\u8981<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u6700\u5927\u306e\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3002\u30b3\u30fc\u30bf\u30fc\/\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3001CVD\u88c5\u7f6e\u306a\u3069\u5e45\u5e83\u3044\u54c1\u76ee\u3092\u63d0\u4f9b\u3057\u3001NAND\u30fbDRAM\u53cc\u65b9\u306e\u88fd\u9020\u5de5\u7a0b\u306b\u6df1\u304f\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u3002TSMC\u3084\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u306a\u3069\u4e16\u754c\u306e\u30c8\u30c3\u30d7\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30fb\u30e1\u30e2\u30ea\u30fc\u30e1\u30fc\u30ab\u30fc\u3092\u9867\u5ba2\u306b\u6301\u3064\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NAND\u30fbDRAM\u53cc\u65b9\u306e\u88fd\u9020\u88c5\u7f6e\u3092\u4f9b\u7d66\u3057\u3001\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u62e1\u5927\u3092\u5e45\u5e83\u304f\u30ad\u30e3\u30c3\u30c1<\/li>\n\n\n\n<li>JASM\uff08\u718a\u672c\uff09\u7b2c2\u5de5\u5834\uff082027\u5e74\u672b\u7a3c\u50cd\u4e88\u5b9a\uff09\u5411\u3051\u306e\u88c5\u7f6e\u4f9b\u7d66\u3067\u56fd\u5185\u9700\u8981\u3082\u65fa\u76db<\/li>\n\n\n\n<li>2025\u5e74\u5f8c\u534a\u304b\u3089\u306e2\u30ca\u30ce\u30012026\u5e74\u5f8c\u534a\u304b\u3089\u306e1.6\u30ca\u30ce\u91cf\u7523\u3067\u88c5\u7f6e\u66f4\u65b0\u30b5\u30a4\u30af\u30eb\u304c\u5230\u6765<\/li>\n\n\n\n<li>\u7c73\u56fd\u5411\u3051\u6bd4\u7387\u304c\u4f4e\u3044\u305f\u3081\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u306e\u5f71\u97ff\u9650\u5b9a\u7684\u3068\u306e\u5206\u6790\u3082\u3042\u308a<\/li>\n\n\n\n<li>\u697d\u5929\u8a3c\u5238\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u3001\u4e2d\u9577\u671f\u6295\u8cc7\u5999\u5473\u3092\u8a55\u4fa1<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u4e2d\u56fd\u8f38\u51fa\u898f\u5236\u306e\u5f71\u97ff\uff08\u4e2d\u56fd\u5411\u3051\u6bd4\u7387\u304c\u9ad8\u3044\uff09\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u5ef6\u671f\u30fb\u7e2e\u5c0f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u306e\u5fae\u7d30\u5316\u6295\u8cc7\u3068\u30e1\u30e2\u30ea\u30fc\u5897\u7523\u6295\u8cc7\u304c\u4ea4\u5dee\u3059\u308b\u300c2026\u5e74\u5f8c\u534a\u300d\u306f\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306b\u3068\u3063\u3066\u7279\u306b\u6709\u5229\u306a\u74b0\u5883\u3002\u5148\u7aef\u30fb\u30e1\u30e2\u30ea\u53cc\u65b9\u3092\u30ab\u30d0\u30fc\u3059\u308b\u7dcf\u5408\u529b\u304c\u5f37\u307f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_%E3%83%87%E3%82%A3%E3%82%B9%E3%82%B3%EF%BC%886146%EF%BC%89\"><\/span>5. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/6146.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30c7\u30a3\u30b9\u30b3<\/a>\uff086146\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u7cbe\u5bc6\u52a0\u5de5\u306e\u72ec\u5360\u738b\u3011\u30c0\u30a4\u30b7\u30f3\u30b0\u88c5\u7f6e\u30b7\u30a7\u30a27\u5272\u8d85&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>6146<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u7cbe\u5bc6\u52a0\u5de5\u88c5\u7f6e<\/td><td>\u5207\u65ad\u30fb\u7814\u524a\u88c5\u7f6e\u3067\u4e16\u754c\u72ec\u5360\u7684\u5730\u4f4d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u30a6\u30a7\u30fc\u30cf\u306e\u5207\u65ad\uff08\u30c0\u30a4\u30b7\u30f3\u30b0\uff09\u30fb\u7814\u524a\u30fb\u7814\u78e8\u88c5\u7f6e\u3067\u4e16\u754c\u9996\u4f4d\u3002\u305d\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f7\u5272\u3092\u8d85\u3048\u308b\u3068\u3082\u8a00\u308f\u308c\u3001\u4ee3\u66ff\u54c1\u304c\u306a\u3044\u300c\u30a4\u30f3\u30d5\u30e9\u7684\u300d\u306a\u5b58\u5728\u3002\u30e1\u30e2\u30ea\u30fc\u5411\u3051\u306e\u7a4d\u5c64\uff083D\u5316\uff09\u6280\u8853\u304c\u6df1\u307e\u308b\u307b\u3069\u9700\u8981\u304c\u5897\u3059\u69cb\u9020\u306b\u3042\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>3D NAND\uff08\u5782\u76f4\u7a4d\u5c64\u578bNAND\uff09\u306e\u7a4d\u5c64\u6570\u5897\u52a0\u306b\u4f34\u3044\u3001\u30a6\u30a7\u30fc\u30cf\u8584\u5316\u30fb\u5207\u65ad\u5de5\u7a0b\u306e\u9700\u8981\u304c\u5897\u5927<\/li>\n\n\n\n<li>HBM\u306e\u591a\u5c64\u30b9\u30bf\u30c3\u30af\u69cb\u9020\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3001\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u62e1\u5927\u306e\u300c\u5fc5\u7136\u7684\u6069\u6075\u9298\u67c4\u300d<\/li>\n\n\n\n<li>\u30c0\u30a4\u30b7\u30f3\u30b0\u88c5\u7f6e\u3067\u4e16\u754c\u30b7\u30a7\u30a27\u5272\u8d85\u306e\u72ec\u5360\u7684\u5730\u4f4d\u3092\u6301\u3061\u3001\u53c2\u5165\u969c\u58c1\u304c\u6975\u3081\u3066\u9ad8\u3044<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30c8\u30c3\u30d710\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u3067\u30a6\u30a7\u30a4\u30c83\u4f4d\uff0814.1%\uff09<\/li>\n\n\n\n<li>\u7cbe\u5bc6\u52a0\u5de5\u3068\u3044\u3046\u7279\u6027\u4e0a\u3001\u666f\u6c17\u5f8c\u9000\u5c40\u9762\u3067\u3082\u4e00\u5b9a\u9700\u8981\u304c\u7dad\u6301\u3055\u308c\u308b\u5b89\u5b9a\u6027<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u30e1\u30e2\u30ea\u30fc\u5404\u793e\u306e3D NAND\u6295\u8cc7\u304c\u4e00\u6642\u505c\u6b62\u30fb\u7e2e\u5c0f\u3055\u308c\u305f\u5834\u5408\u306e\u9700\u8981\u6e1b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">3D NAND\u306e\u7a4d\u5c64\u6570\u7af6\u4e89\u3068HBM\u306e\u591a\u5c64\u5316\u306f\u5f53\u9762\u7d9a\u304f\u305f\u3081\u3001\u30c7\u30a3\u30b9\u30b3\u306e\u7cbe\u5bc6\u52a0\u5de5\u88c5\u7f6e\u9700\u8981\u306f\u69cb\u9020\u7684\u306b\u5805\u8abf\u3002\u300c\u6301\u3063\u3066\u3044\u308b\u3060\u3051\u3067\u5b89\u5fc3\u3067\u304d\u308b\u300d\u5b89\u5b9a\u611f\u306e\u3042\u308b\u9298\u67c4\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_%E6%97%A5%E6%9C%AC%E3%83%9E%E3%82%A4%E3%82%AF%E3%83%AD%E3%83%8B%E3%82%AF%E3%82%B9%EF%BC%886871%EF%BC%89\"><\/span>6. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/6871.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9<\/a>\uff086871\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u306e\u96c4\u3011HBM\u9700\u8981\u3092\u76f4\u6483\u3059\u308b\u691c\u67fb\u90e8\u54c1\u30e1\u30fc\u30ab\u30fc&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>6871<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u691c\u67fb\u90e8\u54c1<\/td><td>HBM\u30fbDRAM\u5411\u3051\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u4e16\u754c\u30c8\u30c3\u30d7<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u306e\u96fb\u6c17\u7684\u7279\u6027\u3092\u691c\u67fb\u3059\u308b\u969b\u306b\u4f7f\u7528\u3059\u308b\u300c\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u300d\u306e\u5c02\u696d\u30e1\u30fc\u30ab\u30fc\u3002\u7279\u306bDRAM\u30fbHBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u5411\u3051\u88fd\u54c1\u306b\u5f37\u307f\u3092\u6301\u3061\u3001AI\u5e02\u5834\u62e1\u5927\u306e\u6069\u6075\u3092\u76f4\u63a5\u53d7\u3051\u3066\u3044\u308b\u30022026\u5e74\u7b2c1\u56db\u534a\u671f\uff081\u301c3\u6708\uff09\u306f\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd448.3%\u5897\u3001\u55b6\u696d\u5229\u76ca\u304c\u540c97.6%\u5897\u3068\u7a7a\u524d\u306e\u696d\u7e3e\u62e1\u5927\u3092\u9054\u6210\u3057\u305f\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\u5e74Q1\u306f\u58f2\u4e0a\u9ad8209\u5104\u5186\uff08\u524d\u5e74\u540c\u671f\u6bd4+48.3%\uff09\u30fb\u55b6\u696d\u5229\u76ca56\u5104\u5186\uff08\u540c+97.6%\uff09\u3068\u9a5a\u7570\u7684\u306a\u6210\u9577<\/li>\n\n\n\n<li>HBM\u5411\u3051\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u304c\u597d\u8abf\u3002\u300cHBM\u9700\u8981\u3092\u78ba\u5b9f\u306b\u53d6\u308a\u8fbc\u3093\u3060\u3053\u3068\u3067DRAM\u5411\u3051\u304c\u6025\u5897\u300d\u3068\u8aac\u660e<\/li>\n\n\n\n<li>\u9752\u68ee\u5de5\u5834\u306e\u65b0\u68df\u7a3c\u50cd\u306b\u3088\u308b\u751f\u7523\u80fd\u529b\u5897\u5f37\u304c\u58f2\u4e0a\u62e1\u5927\u306b\u5bc4\u4e0e\u3002\u4f9b\u7d66\u9762\u3067\u306e\u5236\u7d04\u3082\u7de9\u548c<\/li>\n\n\n\n<li>IDC\u4e88\u6e2c\u3067\u306fDRAM\u5e02\u5834\u898f\u6a21\u304c2026\u5e74\u306b\u524d\u5e74\u6bd4177%\u5897\u3068\u306a\u308b\u898b\u901a\u3057\u3067\u3001\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u9700\u8981\u3082\u9023\u52d5<\/li>\n\n\n\n<li>HBM\u306f\u7a4d\u5c64\u69cb\u9020\u304c\u8907\u96d1\u3067\u691c\u67fb\u96e3\u6613\u5ea6\u304c\u9ad8\u304f\u3001\u9ad8\u7cbe\u5ea6\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u306e\u30cb\u30fc\u30ba\u304c\u69cb\u9020\u7684\u306b\u62e1\u5927<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>HBM\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u3078\u306e\u4f9d\u5b58\u5ea6\u304c\u9ad8\u304f\u3001HBM\u9700\u8981\u306e\u6025\u6e1b\u901f\u304c\u696d\u7e3e\u306b\u76f4\u6483\u3059\u308b\u30ea\u30b9\u30af<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">HBM4\u4e16\u4ee3\u3078\u306e\u79fb\u884c\u304c\u9032\u30802026\u5e74\u4e0b\u534a\u671f\u306f\u3001\u9ad8\u7cbe\u5ea6\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u306e\u9700\u8981\u304c\u3055\u3089\u306b\u62e1\u5927\u3059\u308b\u898b\u901a\u3057\u3002\u300cAI\uff1dHBM\uff1d\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u9700\u8981\u5897\u300d\u3068\u3044\u3046\u76f4\u7d50\u3057\u305f\u53d7\u76ca\u69cb\u9020\u304c\u6700\u5927\u306e\u9b45\u529b\u3002\u904e\u53bb11\u56db\u534a\u671f\u9023\u7d9a\u306e\u696d\u7e3e\u6539\u5584\u3068\u3044\u3046\u5b89\u5b9a\u6210\u9577\u3082\u8a55\u4fa1\u30dd\u30a4\u30f3\u30c8\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_%E3%83%AC%E3%83%BC%E3%82%B6%E3%83%BC%E3%83%86%E3%83%83%E3%82%AF%EF%BC%886920%EF%BC%89\"><\/span>7. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/6920.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/a>\uff086920\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u552f\u4e00\u7121\u4e8c\u3011EUV\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u3092\u72ec\u5360\u4f9b\u7d66&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>6920<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u691c\u67fb\u88c5\u7f6e<\/td><td>EUV\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u3067\u4e16\u754c\u552f\u4e00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">EUV\uff08\u6975\u7aef\u7d2b\u5916\u7dda\uff09\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u7528\u306e\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u3067\u4e16\u754c\u552f\u4e00\u306e\u30e1\u30fc\u30ab\u30fc\u3002\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u5fae\u7d30\u5316\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u4ee3\u66ff\u54c1\u304c\u5b58\u5728\u3057\u306a\u3044\u300c\u7d76\u5bfe\u7684\u72ec\u5360\u300d\u4f01\u696d\u3002\u30e1\u30e2\u30ea\u30fc\u306e\u5148\u7aef\u5316\uff083D NAND\u306e\u7a4d\u5c64\u6570\u5897\u52a0\u30fbHBM\u306e\u5fae\u7d30\u5316\uff09\u306b\u9023\u52d5\u3057\u305f\u88c5\u7f6e\u9700\u8981\u304c\u898b\u8fbc\u307e\u308c\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li> EUV\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u306e\u4e16\u754c\u552f\u4e00\u306e\u4f9b\u7d66\u8005\u3002\u53c2\u5165\u969c\u58c1\u306f\u4e8b\u5b9f\u4e0a\u300c\u7121\u9650\u5927\u300d<\/li>\n\n\n\n<li>\u30e1\u30e2\u30ea\u30fc\u30fb\u30ed\u30b8\u30c3\u30af\u53cc\u65b9\u306e\u5148\u7aef\u5316\u6295\u8cc7\u306b\u9023\u52d5\u3057\u30011\u301c2\u30ca\u30ce\u4e16\u4ee3\u3078\u306e\u79fb\u884c\u3067\u9700\u8981\u304c\u7206\u767a<\/li>\n\n\n\n<li>\u697d\u5929\u8a3c\u5238\u306a\u3069\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u3001\u534a\u5c0e\u4f53\u88c5\u7f6e\u30bb\u30af\u30bf\u30fc\u306e\u91cd\u8981\u9298\u67c4\u3068\u3057\u3066\u8a55\u4fa1<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30c8\u30c3\u30d710\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u3067\u30a6\u30a7\u30a4\u30c87\u4f4d\uff088.6%\uff09<\/li>\n\n\n\n<li>2026\u5e74\u5f8c\u534a\u304b\u3089\u306e1.6\u30ca\u30ce\u91cf\u7523\u958b\u59cb\u304c\u696d\u7e3e\u306e\u65b0\u305f\u306a\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u306a\u308b\u898b\u901a\u3057<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u5148\u7aef\u534a\u5c0e\u4f53\u6295\u8cc7\u306e\u505c\u6ede\u30fb\u9045\u5ef6\u3001\u97d3\u56fd\u30fb\u53f0\u6e7e\u30e1\u30fc\u30ab\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u306e\u5909\u66f4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">EUV\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u306e\u72ec\u5360\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u3044\u3046\u5730\u4f4d\u306f\u4eca\u5f8c\u3082\u5909\u308f\u3089\u306a\u3044\u3002\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u5fae\u7d30\u5316\u304c\u7d9a\u304f\u9650\u308a\u3001\u696d\u7e3e\u6210\u9577\u306e\u84cb\u7136\u6027\u306f\u6975\u3081\u3066\u9ad8\u3044\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_SCREEN%E3%83%9B%E3%83%BC%E3%83%AB%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%82%B9%EF%BC%887735%EF%BC%89\"><\/span>8. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/7735.T\" target=\"_blank\" rel=\"noopener\" title=\"\">SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/a>\uff087735\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u6d17\u6d44\u88c5\u7f6e\u306e\u30ea\u30fc\u30c0\u30fc\u3011\u30e1\u30e2\u30ea\u30fc\u5de5\u7a0b\u306b\u6df1\u304f\u98df\u3044\u8fbc\u3080&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>7735<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u30a6\u30a7\u30fc\u30cf\u306e\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u30b7\u30a7\u30a2\u3092\u6301\u3064\u3002\u6d17\u6d44\u5de5\u7a0b\u306fNAND\u30fbDRAM\u306e\u3059\u3079\u3066\u306e\u88fd\u9020\u30e9\u30a4\u30f3\u3067\u4f7f\u7528\u3055\u308c\u308b\u300c\u91cf\u300d\u306e\u591a\u3044\u5de5\u7a0b\u3067\u3042\u308a\u3001\u30e1\u30e2\u30ea\u30fc\u5897\u7523\u6295\u8cc7\u306e\u6069\u6075\u3092\u53d7\u3051\u3084\u3059\u3044\u3002\u6db2\u6676\u30fbFPD\uff08\u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\uff09\u4e8b\u696d\u3082\u624b\u304c\u3051\u3001\u53ce\u76ca\u306e\u591a\u89d2\u5316\u304c\u56f3\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30fc\u30cf\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u3002NAND\u30fbDRAM\u53cc\u65b9\u306e\u88fd\u9020\u5de5\u7a0b\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b<\/li>\n\n\n\n<li>AI\u5411\u3051\u30e1\u30e2\u30ea\u30fc\uff08HBM\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSSD\uff09\u306e\u5897\u7523\u6295\u8cc7\u3067\u6d17\u6d44\u88c5\u7f6e\u306e\u53d7\u6ce8\u5897\u304c\u898b\u8fbc\u307e\u308c\u308b<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30c8\u30c3\u30d710\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u3067\u30a6\u30a7\u30a4\u30c89\u4f4d\uff084.2%\uff09<\/li>\n\n\n\n<li>FPD\uff08\u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\uff09\u4e8b\u696d\u3068\u306e\u53ce\u76ca\u5206\u6563\u306b\u3088\u308a\u696d\u7e3e\u304c\u5b89\u5b9a<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u30fb\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306b\u6bd4\u3079\u3066\u77e5\u540d\u5ea6\u304c\u4f4e\u304f\u300c\u51fa\u9045\u308c\u9298\u67c4\u300d\u3068\u3057\u3066\u8a55\u4fa1\u4f59\u5730\u3042\u308a<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>FPD\u5e02\u5834\u306e\u4f4e\u8ff7\u3001\u534a\u5c0e\u4f53\u9867\u5ba2\u306e\u5728\u5eab\u8abf\u6574\u306b\u3088\u308b\u53d7\u6ce8\u6e1b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d17\u6d44\u5de5\u7a0b\u3068\u3044\u3046\u300c\u5730\u5473\u3060\u304c\u4e0d\u53ef\u6b20\u300d\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6301\u3061\u3001\u30e1\u30e2\u30ea\u30fc\u5897\u7523\u6295\u8cc7\u306e\u6069\u6075\u3092\u5e83\u304f\u53d7\u3051\u308b\u3002\u51fa\u9045\u308c\u611f\u304c\u3042\u308b\u5206\u3001\u4e0a\u5024\u4f59\u5730\u304c\u671f\u5f85\u3055\u308c\u308b\u4e2d\u5805\u88c5\u7f6e\u682a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"9_SUMCO%EF%BC%883436%EF%BC%89\"><\/span>9. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/3436.T\" target=\"_blank\" rel=\"noopener\" title=\"\">SUMCO<\/a>\uff083436\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u30a6\u30a7\u30fc\u30cf\u306e2\u756a\u624b\u3011AI\u9700\u8981\u3067\u696d\u7e3e\u56de\u5fa9\u671f\u5f85&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>3436<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u534a\u5c0e\u4f53\u6750\u6599<\/td><td>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u4e16\u754c2\u4f4d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u3067\u4e16\u754c\u7b2c2\u4f4d\u306e\u30b7\u30a7\u30a2\u3092\u6301\u3064\u7d20\u6750\u30e1\u30fc\u30ab\u30fc\u30022024\u301c2025\u5e74\u306b\u8abf\u6574\u5c40\u9762\u3092\u7d4c\u305f\u5f8c\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u56de\u5fa9\u306b\u4f34\u3044\u30012026\u5e74\u5f8c\u534a\u304b\u3089\u306e\u696d\u7e3eV\u5b57\u56de\u5fa9\u304c\u671f\u5f85\u3055\u308c\u308b\u3002\u4fe1\u8d8a\u5316\u5b66\u3068\u4e26\u3076\u300c\u30a6\u30a7\u30fc\u30cf\u306e\u4e8c\u5f37\u300d\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u4e16\u754c\u30b7\u30a7\u30a22\u4f4d\u3002\u4fe1\u8d8a\u5316\u5b66\u3068\u5408\u308f\u305b\u3066\u30a6\u30a7\u30fc\u30cf\u5e02\u5834\u3092\u300c\u8907\u5360\u300d\u3059\u308b\u69cb\u9020<\/li>\n\n\n\n<li>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u88fd\u9020\u306e\u30a6\u30a7\u30fc\u30cf\u9700\u8981\u304c2026\u5e74\u5f8c\u534a\u304b\u3089\u672c\u683c\u56de\u5fa9\u898b\u8fbc\u307f<\/li>\n\n\n\n<li>\u8abf\u6574\u5c40\u9762\u3092\u7d4c\u305f\u682a\u4fa1\u6c34\u6e96\u306f\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u7684\u306b\u5272\u5b89\u611f\u304c\u3042\u308a\u3001\u4e0a\u5024\u4f59\u5730\u304c\u5927\u304d\u3044<\/li>\n\n\n\n<li>\u534a\u5c0e\u4f53\u30b5\u30a4\u30af\u30eb\u306e\u300cAI\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u300d\u5165\u308a\u306b\u3088\u308b\u696d\u7e3e\u62e1\u5927\u30b7\u30ca\u30ea\u30aa\u3092\u8907\u6570\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u8a55\u4fa1<\/li>\n\n\n\n<li>\u9577\u671f\u7684\u306a\u30a6\u30a7\u30fc\u30cf\u9700\u7d66\u30bf\u30a4\u30c8\u5316\u3068\u4fa1\u683c\u6539\u5584\u304c\u53ce\u76ca\u6539\u5584\u306e\u69cb\u9020\u7684\u652f\u63f4\u6750\u6599<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>\u30a6\u30a7\u30fc\u30cf\u4f9b\u7d66\u904e\u5270\u5c40\u9762\u3078\u306e\u9006\u623b\u308a\u3001AI\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u5931\u901f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u8abf\u6574\u4e00\u5de1\u5f8c\u306e\u696d\u7e3e\u56de\u5fa9\u5c40\u9762\u306b\u5165\u3063\u305f2026\u5e74\u5f8c\u534a\u306f\u3001SUMCO\u306e\u771f\u4fa1\u304c\u554f\u308f\u308c\u308b\u3002\u4fe1\u8d8a\u5316\u5b66\u306b\u6bd4\u3079\u3066\u30ea\u30bf\u30fc\u30f3\u671f\u5f85\u304c\u5927\u304d\u3044\u53cd\u9762\u3001\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3082\u9ad8\u3044\u300c\u7a4d\u6975\u578b\u5411\u304d\u300d\u306e\u9298\u67c4\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"10_%E3%82%A4%E3%83%93%E3%83%87%E3%83%B3%EF%BC%884062%EF%BC%89\"><\/span>10. <a href=\"https:\/\/finance.yahoo.co.jp\/quote\/4062.T\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a4\u30d3\u30c7\u30f3<\/a>\uff084062\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"is-style-supplement-memo wp-block-paragraph\"><strong>&nbsp;&nbsp;\u3010\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\u3011AI\u534a\u5c0e\u4f53\u30fbHBM\u306e\u7e01\u306e\u4e0b\u306e\u529b\u6301\u3061&nbsp;<\/strong><\/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>\u8a3c\u5238\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u5e02\u5834<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/td><\/tr><tr><td>4062<\/td><td>\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0<\/td><td>\u96fb\u5b50\u90e8\u54c1\u30fb\u7d20\u6750<\/td><td>AI\u5411\u3051\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\u4f01\u696d\u6982\u8981<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\uff08ABF\u57fa\u677f\uff09\u306e\u4e16\u754c\u30c8\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u3002AI\u30d7\u30ed\u30bb\u30c3\u30b5\u3084HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u3092\u5b9f\u88c5\u3059\u308b\u305f\u3081\u306e\u57fa\u677f\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001AI\u534a\u5c0e\u4f53\u30fb\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u62e1\u5927\u3068\u8868\u88cf\u4e00\u4f53\u306e\u696d\u7e3e\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u3002\u5c90\u961c\u770c\u5927\u57a3\u5e02\u306b\u672c\u793e\u3092\u7f6e\u304f\u4e2d\u90e8\u5730\u65b9\u306e\u96c4\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%8A%E3%81%99%E3%81%99%E3%82%81%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88\"><\/span><strong>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ABF\u57fa\u677f\uff08\u9ad8\u5bc6\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\uff09\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2GPU\u3084AMD\u5411\u3051\u306b\u4f9b\u7d66\u3059\u308b\u4e16\u754c\u30c8\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc<\/li>\n\n\n\n<li>HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u3082\u4f7f\u308f\u308c\u3066\u304a\u308a\u3001AI\u30fb\u30e1\u30e2\u30ea\u30fc\u53cc\u65b9\u306e\u9700\u8981\u6069\u6075<\/li>\n\n\n\n<li>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u5897\u306b\u4f34\u3044\u3001\u57fa\u677f\u306e\u9ad8\u5bc6\u5ea6\u5316\u30fb\u5927\u578b\u5316\u3067\u306e\u9700\u8981\u5897\u304c\u7d9a\u3044\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u30c7\u30a3\u30b9\u30b3\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u3089\u3068\u5171\u306b\u534a\u5c0e\u4f53\u4e3b\u529b\u9298\u67c4\u3068\u3057\u3066\u5e02\u5834\u3067\u4e00\u6589\u9ad8\u306e\u52d5\u304d\u304c\u898b\u3089\u308c\u305f<\/li>\n\n\n\n<li>\u56fd\u5185\u751f\u7523\u4f53\u5236\u306e\u7dad\u6301\u3068\u6280\u8853\u7684\u53c2\u5165\u969c\u58c1\u306b\u3088\u308a\u3001\u7af6\u4e89\u512a\u4f4d\u6027\u304c\u9ad8\u304f\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u26a0\ufe0f \u4e3b\u306a\u30ea\u30b9\u30af\uff1a<\/strong>AI\u8a2d\u5099\u6295\u8cc7\u306e\u4e00\u6642\u505c\u6ede\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\u306e\u9700\u7d66\u7de9\u548c<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2026\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u300c\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\u300d\u3068\u3044\u3046\u8a00\u8449\u306e\u5730\u5473\u3055\u306b\u53cd\u3057\u3066\u3001AI\u3068\u30e1\u30e2\u30ea\u30fc\u3092\u652f\u3048\u308b\u8d85\u91cd\u8981\u30a4\u30f3\u30d5\u30e9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u3002AI\u30b5\u30a4\u30af\u30eb\u304c\u7d99\u7d9a\u3059\u308b\u9650\u308a\u3001\u696d\u7e3e\u306e\u4e0a\u632f\u308c\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u6ce8\u76ee\u306e\u4e00\u89d2\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%9A10%E9%8A%98%E6%9F%84_%E6%AF%94%E8%BC%83%E4%B8%80%E8%A6%A7\"><\/span>\u307e\u3068\u3081\uff1a10\u9298\u67c4 \u6bd4\u8f03\u4e00\u89a7<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>\u9298\u67c4\u540d<\/strong><\/td><td><strong>\u30b3\u30fc\u30c9<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u4e3b\u306a\u30dd\u30b8\u30b7\u30e7\u30f3<\/strong><\/td><\/tr><tr><td><strong>1<\/strong><\/td><td><strong>\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/strong><\/td><td>285A<\/td><td>\u534a\u5c0e\u4f53\u30fb\u96fb\u5b50\u90e8\u54c1<\/td><td>NAND\u7d14\u6b63\u30e1\u30fc\u30ab\u30fc<\/td><\/tr><tr><td><strong>2<\/strong><\/td><td><strong>KOKUSAI ELECTRIC<\/strong><\/td><td>6525<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u6210\u819c\u88c5\u7f6e\u306e\u4e16\u754c\u30b7\u30a7\u30a2No.1<\/td><\/tr><tr><td><strong>3<\/strong><\/td><td><strong>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/strong><\/td><td>6857<\/td><td>\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e<\/td><td>HBM\u30c6\u30b9\u30bf\u30fc\u306e\u4e16\u754c\u9996\u4f4d<\/td><\/tr><tr><td><strong>4<\/strong><\/td><td><strong>\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/strong><\/td><td>8035<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u56fd\u5185\u6700\u5927\u306e\u534a\u5c0e\u4f53\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc<\/td><\/tr><tr><td><strong>5<\/strong><\/td><td><strong>\u30c7\u30a3\u30b9\u30b3<\/strong><\/td><td>6146<\/td><td>\u534a\u5c0e\u4f53\u7cbe\u5bc6\u52a0\u5de5\u88c5\u7f6e<\/td><td>\u5207\u65ad\u30fb\u7814\u524a\u88c5\u7f6e\u3067\u4e16\u754c\u72ec\u5360\u7684\u5730\u4f4d<\/td><\/tr><tr><td><strong>6<\/strong><\/td><td><strong>\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9<\/strong><\/td><td>6871<\/td><td>\u534a\u5c0e\u4f53\u691c\u67fb\u90e8\u54c1<\/td><td>HBM\u30fbDRAM\u5411\u3051\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u4e16\u754c\u30c8\u30c3\u30d7<\/td><\/tr><tr><td><strong>7<\/strong><\/td><td><strong>\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/strong><\/td><td>6920<\/td><td>\u534a\u5c0e\u4f53\u691c\u67fb\u88c5\u7f6e<\/td><td>EUV\u30de\u30b9\u30af\u691c\u67fb\u88c5\u7f6e\u3067\u4e16\u754c\u552f\u4e00<\/td><\/tr><tr><td><strong>8<\/strong><\/td><td><strong>SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/strong><\/td><td>7735<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/td><td>\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9<\/td><\/tr><tr><td><strong>9<\/strong><\/td><td><strong>SUMCO<\/strong><\/td><td>3436<\/td><td>\u534a\u5c0e\u4f53\u6750\u6599<\/td><td>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u4e16\u754c2\u4f4d<\/td><\/tr><tr><td><strong>10<\/strong><\/td><td><strong>\u30a4\u30d3\u30c7\u30f3<\/strong><\/td><td>4062<\/td><td>\u96fb\u5b50\u90e8\u54c1\u30fb\u7d20\u6750<\/td><td>AI\u5411\u3051\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%8A%95%E8%B3%87%E6%88%A6%E7%95%A5%EF%BC%9A%E5%88%9D%E5%BF%83%E8%80%85%E3%81%8B%E3%82%89%E4%B8%8A%E7%B4%9A%E8%80%85%E3%81%BE%E3%81%A7%E6%B4%BB%E7%94%A8%E3%81%A7%E3%81%8D%E3%82%8B3%E3%81%A4%E3%81%AE%E3%82%A2%E3%83%97%E3%83%AD%E3%83%BC%E3%83%81\"><\/span>\u6295\u8cc7\u6226\u7565\uff1a\u521d\u5fc3\u8005\u304b\u3089\u4e0a\u7d1a\u8005\u307e\u3067\u6d3b\u7528\u3067\u304d\u308b3\u3064\u306e\u30a2\u30d7\u30ed\u30fc\u30c1<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A0_ETF%E3%81%A7%E3%81%BE%E3%82%8B%E3%81%94%E3%81%A8%E6%8A%95%E8%B3%87%EF%BC%88%E5%88%9D%E5%BF%83%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\"><\/span>\u2460 ETF\u3067\u307e\u308b\u3054\u3068\u6295\u8cc7\uff08\u521d\u5fc3\u8005\u5411\u3051\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u306b\u4e00\u62ec\u6295\u8cc7\u3067\u304d\u308bETF\u3092\u6d3b\u7528\u3059\u308b\u3068\u3001\u500b\u5225\u9298\u67c4\u306e\u30ea\u30b9\u30af\u3092\u5206\u6563\u3057\u306a\u304c\u3089\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u6069\u6075\u3092\u53d7\u3051\u3089\u308c\u307e\u3059\u3002\u300c\u30b0\u30ed\u30fc\u30d0\u30ebX \u534a\u5c0e\u4f53\u30fb\u30c8\u30c3\u30d710-\u65e5\u672c\u682a\u5f0fETF\uff08282A\uff09\u300d\u306f\u4eca\u56de\u7d39\u4ecb\u3057\u305f\u9298\u67c4\u306e\u591a\u304f\u3092\u542b\u3080\u4ee3\u8868\u7684\u306aETF\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A1_%E3%82%B3%E3%82%A2%EF%BC%8B%E3%82%B5%E3%83%86%E3%83%A9%E3%82%A4%E3%83%88%E6%88%A6%E7%95%A5%EF%BC%88%E4%B8%AD%E7%B4%9A%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\"><\/span>\u2461 \u30b3\u30a2\uff0b\u30b5\u30c6\u30e9\u30a4\u30c8\u6226\u7565\uff08\u4e2d\u7d1a\u8005\u5411\u3051\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ETF\u3092\u30b3\u30a2\uff08\u6838\uff09\u306b\u636e\u3048\u3064\u3064\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u30fbKOKUSAI ELECTRIC\u306a\u3069\u300c\u9ad8\u6210\u9577\u30fb\u9ad8\u30ea\u30bf\u30fc\u30f3\u671f\u5f85\u300d\u306e\u500b\u5225\u9298\u67c4\u3092\u30b5\u30c6\u30e9\u30a4\u30c8\uff08\u885b\u661f\uff09\u3068\u3057\u3066\u5c11\u91cf\u4fdd\u6709\u3059\u308b\u6226\u7565\u3002\u30ea\u30bf\u30fc\u30f3\u306e\u4e0a\u632f\u308c\u3092\u72d9\u3044\u306a\u304c\u3089\u30ea\u30b9\u30af\u3092\u9650\u5b9a\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A2_%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%86%E6%95%A3%E6%8A%95%E8%B3%87%EF%BC%88%E4%B8%8A%E7%B4%9A%E8%80%85%E5%90%91%E3%81%91%EF%BC%89\"><\/span>\u2462 \u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6563\u6295\u8cc7\uff08\u4e0a\u7d1a\u8005\u5411\u3051\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30e2\u30ea\u30fc\u88fd\u9020\uff08\u30ad\u30aa\u30af\u30b7\u30a2\uff09\u2192\u88c5\u7f6e\uff08\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001KOKUSAI ELECTRIC\uff09\u2192\u7d20\u6750\uff08\u4fe1\u8d8a\u5316\u5b66\u3001SUMCO\uff09\u2192\u691c\u67fb\uff08\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff09\u3068\u3044\u3046\u300c\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3078\u306e\u5206\u6563\u6295\u8cc7\u300d\u306b\u3088\u308a\u3001\u30b5\u30a4\u30af\u30eb\u306e\u7570\u306a\u308b\u5c40\u9762\u3067\u7570\u306a\u308b\u9298\u67c4\u304c\u8f1d\u304f\u69cb\u9020\u3092\u6d3b\u304b\u305b\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u682a\u4fa1\u30fb\u696d\u7e3e\u30c7\u30fc\u30bf\u306f\u57f7\u7b46\u6642\u70b9\uff082026\u5e746\u6708\uff09\u306e\u3082\u306e\u3067\u3042\u308a\u3001\u6700\u65b0\u60c5\u5831\u306f\u5404\u793eIR\u8cc7\u6599\u3084\u91d1\u878d\u60c5\u5831\u30b5\u30fc\u30d3\u30b9\u3067\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\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=1075\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"239\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa-485x239.jpg\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\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\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa-485x239.jpg 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa-300x148.jpg 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa-1024x504.jpg 1024w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa-768x378.jpg 768w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/semiconductor-usa.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\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<\/div><time class=\"time__date gf\">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=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<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI\u9700\u8981\u304c\u727d\u5f15\u3059\u308b\u300c\u30e1\u30e2\u30ea\u30fc\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u300d\u3067\u52dd\u3064\u305f\u3081\u306e\u6295\u8cc7\u6226\u7565 \u3053\u306e\u8a18\u4e8b\u306e\u30dd\u30a4\u30f3\u30c8\u2022 \u751f\u6210AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e\u62e1\u5927\u3092\u8ffd\u3044\u98a8\u306b\u3001\u65e5\u672c\u306e\u30e1\u30e2\u30ea\u30fc\u95a2\u9023\u9298\u67c4\u304c\u6025\u9a30\u5c40\u9762\u306b\u7a81\u5165\u2022\u00a0\u30ad\u30aa\u30af\u30b7\u30a2HD\uff08285A\uff09\u306f2026\u5e744\u301c&#8230;<\/p>\n","protected":false},"author":1,"featured_media":1108,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[6],"tags":[38,105,297,41,42],"class_list":["post-1107","post","type-post","status-publish","format-standard","has-post-thumbnail","category-stock-investment","tag-nisa","tag-pickup","tag-297","tag-41","tag-42","article"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/06\/Memory-stocks.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/posts\/1107","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1107"}],"version-history":[{"count":2,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/posts\/1107\/revisions"}],"predecessor-version":[{"id":1116,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/posts\/1107\/revisions\/1116"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=\/wp\/v2\/media\/1108"}],"wp:attachment":[{"href":"https:\/\/marketsquare.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1107"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1107"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/marketsquare.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1107"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}