{"id":839,"date":"2026-06-22T16:58:52","date_gmt":"2026-06-22T07:58:52","guid":{"rendered":"https:\/\/www.kabutec.jp\/blog\/?p=839"},"modified":"2026-06-22T16:58:52","modified_gmt":"2026-06-22T07:58:52","slug":"%e3%80%90%e4%bf%9d%e5%ad%98%e7%89%88%e3%80%91ai%e3%83%bb%e5%8d%8a%e5%b0%8e%e4%bd%93%e9%8a%98%e6%9f%84-%e5%ae%8c%e5%85%a8%e5%88%86%e9%a1%9e%e3%83%9e%e3%83%83%e3%83%97%e2%94%80%e2%94%809%e3%83%ac","status":"publish","type":"post","link":"https:\/\/www.kabutec.jp\/blog\/?p=839","title":{"rendered":"\u3010\u4fdd\u5b58\u7248\u3011AI\u30fb\u534a\u5c0e\u4f53\u9298\u67c4 \u5b8c\u5168\u5206\u985e\u30de\u30c3\u30d7\u2500\u25009\u30ec\u30a4\u30e4\u30fc\u3067\u300c\u672c\u547d\u300d\u3068\u300c\u51fa\u9045\u308c\u300d\u3092\u898b\u6975\u3081\u308b"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u7d50\u8ad6\uff08\u6700\u521d\u306b\uff09<\/h2>\n\n\n\n<ul>\n<li><strong>AI\u534a\u5c0e\u4f53\u306f\u300c\u3072\u3068\u3064\u306e\u76f8\u5834\u300d\u3067\u306f\u306a\u3044\u30029\u5c64\u306e\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u3067\u3042\u308a\u3001\u5c64\u3054\u3068\u306b\u52dd\u8005\u30fb\u30ea\u30b9\u30af\u30fb\u5272\u5b89\u5ea6\u304c\u307e\u308b\u3067\u9055\u3046\u3002<\/strong>\u300c\u534a\u5c0e\u4f53\u682a\u3092\u8cb7\u3046\u300d\u3068\u3044\u3046\u8a00\u3044\u65b9\u306f\u7c97\u3059\u304e\u308b\u3002GPU\u3068\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u306f\u3001\u540c\u3058&#8221;\u534a\u5c0e\u4f53&#8221;\u3067\u3082\u5225\u306e\u751f\u304d\u7269\u3060\u3002<\/li>\n\n\n\n<li><strong>\u6700\u4e0a\u5c64\uff08GPU\u30fbASIC\uff09\u306f\u3001\u3059\u3067\u306b\u7e54\u308a\u8fbc\u307f\u306e\u4e16\u754c\u306b\u5165\u3063\u305f\u3002<\/strong> 2026\u5e746\u6708\u3001\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u6c7a\u7b97\uff08AI\u5411\u3051\u58f2\u4e0a\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u636e\u3048\u7f6e\u304d\uff09\u3092\u304d\u3063\u304b\u3051\u306b\u3001\u534a\u5c0e\u4f53\u30fbAI\u95a2\u9023\u3067<strong>1.3\u301c1.4\u5146\u30c9\u30eb\u898f\u6a21\u304c\u4e00\u55b6\u696d\u65e5\u3067\u5439\u304d\u98db\u3093\u3060<\/strong>\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u4e00\u66425\u5146\u30c9\u30eb\u898f\u6a21\u307e\u3067\u99c6\u3051\u4e0a\u304c\u3063\u305f\u5f8c\u306b\u5927\u304d\u304f\u5024\u3092\u6d88\u3057\u305f\u3002\u3053\u3053\u306f\u3082\u3046\u300c\u5272\u5b89\u3092\u62fe\u3046\u300d\u5834\u6240\u3067\u306f\u306a\u304f\u3001\u300c\u671f\u5f85\u306e\u308f\u305a\u304b\u306a\u5265\u843d\u3067\u6bb4\u3089\u308c\u308b\u300d\u5834\u6240\u3060\u3002<\/li>\n\n\n\n<li><strong>\u69cb\u9020\u7684\u306b\u5f37\u3044\u306e\u306f&#8221;\u4ee3\u66ff\u4e0d\u53ef\u80fd\u306a\u571f\u53f0&#8221;<\/strong> \u2500\u2500ASML\u30fbTSMC\u3001\u305d\u3057\u3066<strong>\u65e5\u672c\u306e\u88fd\u9020\u88c5\u7f6e\u30fb\u7d20\u6750\u30e1\u30fc\u30ab\u30fc<\/strong>\u3002\u3055\u3089\u306b\u3001\u76f8\u5834\u304c\u307e\u3060&#8221;5\u5408\u76ee&#8221;\u306e\u4eca\u3001\u307b\u3068\u3093\u3069\u8cb7\u308f\u308c\u3066\u3044\u306a\u3044**\u300c\u96a0\u308c\u5c64\u300d\uff08\u96fb\u529b\u30fb\u51b7\u5374\u3001\u5f8c\u5de5\u7a0b\u3001\u51fa\u9045\u308c\u7d20\u6750\uff09**\u306b\u3053\u305d\u975e\u5bfe\u79f0\u306e\u30ea\u30b9\u30af\u30fb\u30ea\u30ef\u30fc\u30c9\u304c\u7720\u3063\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li><strong>\u6295\u8cc7\u306e\u8ad6\u70b9\u306f\u4e00\u8cab\u3057\u3066\u3053\u308c\u3060\u2500\u2500\u300c\u3069\u306e\u5c64\u306b\u3001\u3069\u306e\u30d5\u30a7\u30fc\u30ba\u3067\u5165\u308b\u304b\u300d\u3002<\/strong> \u672c\u8a18\u4e8b\u306f\u3001\u305d\u306e\u5730\u56f3\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u203b\u672c\u8a18\u4e8b\u306f\u9298\u67c4\u306e\u5206\u985e\u30fb\u6574\u7406\u3067\u3042\u308a\u3001\u7279\u5b9a\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306f\u3054\u81ea\u8eab\u306e\u8cac\u4efb\u3067\u3002\u30c6\u30a3\u30c3\u30ab\u30fc\u306f\u78ba\u8a8d\u6642\u70b9\u306e\u3082\u306e\u3002<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u306a\u305c\u300c\u5c64\u300d\u3067\u5206\u3051\u308b\u306e\u304b<\/h2>\n\n\n\n<p>\u534a\u5c0e\u4f53\u3092\u4e00\u62ec\u308a\u306b\u3059\u308b\u3068\u3001\u81f4\u547d\u7684\u306b\u5224\u65ad\u3092\u8aa4\u308b\u3002\u7406\u7531\u306f3\u3064\u3002<\/p>\n\n\n\n<ol>\n<li><strong>\u30ea\u30b9\u30af\u306e\u52b9\u304d\u65b9\u304c\u5c64\u3054\u3068\u306b\u9055\u3046\u3002<\/strong> \u7c73\u4e2d\u898f\u5236\u304c\u76f4\u6483\u3059\u308b\u306e\u306f\u4e2d\u56fd\u58f2\u4e0a\u6bd4\u7387\u306e\u9ad8\u3044\u88c5\u7f6e\u30fb\u90e8\u6750\u3002\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u8abf\u6574\u3067\u771f\u3063\u5148\u306b\u524a\u3089\u308c\u308b\u306e\u306f\u8a2d\u5099\u6295\u8cc7\u4f9d\u5b58\u306e\u524d\u5de5\u7a0b\u88c5\u7f6e\u3002AI\u9700\u8981\u306e\u5931\u901f\u3067\u6700\u521d\u306b\u58f2\u3089\u308c\u308b\u306e\u306fGPU\u30fbASIC\u3002\u540c\u3058\u30cb\u30e5\u30fc\u30b9\u3067\u3082\u3001\u5c64\u306b\u3088\u3063\u3066\u8ffd\u3044\u98a8\u306b\u3082\u9006\u98a8\u306b\u3082\u306a\u308b\u3002<\/li>\n\n\n\n<li><strong>\u300c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u79fb\u52d5\u3059\u308b\u300d\u3002<\/strong> \u304b\u3064\u3066\u306e\u4e3b\u5f79\u306f\u524d\u5de5\u7a0b\u306e\u5fae\u7d30\u5316\u3060\u3063\u305f\u3002\u4eca\u3084\u52dd\u8ca0\u3069\u3053\u308d\u306f<strong>HBM<\/strong>\u3068<strong>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\uff08CoWoS\uff09<\/strong>\u3001\u305d\u3057\u3066<strong>\u96fb\u529b<\/strong>\u306b\u79fb\u3063\u3066\u3044\u308b\u3002\u5229\u76ca\u304c\u8caf\u307e\u308b\u5834\u6240\uff1d\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u3001\u6bce\u5e74\u305a\u308c\u3066\u3044\u304f\u3002\u5730\u56f3\u304c\u306a\u3051\u308c\u3070\u3001\u53bb\u5e74\u306e\u52dd\u8005\u3092\u9ad8\u5024\u3067\u63b4\u3080\u3002<\/li>\n\n\n\n<li><strong>\u65e5\u672c\u682a\u306e\u5f37\u307f\u306f\u7279\u5b9a\u306e\u5c64\u306b\u504f\u3063\u3066\u3044\u308b\u3002<\/strong> \u65e5\u672c\u306b\u4e16\u754c\u30b7\u30a7\u30a2\u3092\u63e1\u308b\u4f01\u696d\u304c\u56fa\u307e\u3063\u3066\u3044\u308b\u306e\u306f\u300c\u88c5\u7f6e\u300d\u3068\u300c\u7d20\u6750\u300d\u3002\u9006\u306bGPU\u8a2d\u8a08\u306e\u3088\u3046\u306a\u6700\u4e0a\u5c64\u306b\u306f\u3001\u7d14\u7c8b\u306a\u65e5\u672c\u306e\u30d7\u30ec\u30a4\u30e4\u30fc\u304c\u307b\u307c\u5b58\u5728\u3057\u306a\u3044\u3002\u3069\u306e\u5c64\u3092\u898b\u308b\u304b\u3067\u3001\u8cb7\u3048\u308b\u9298\u67c4\u30ea\u30b9\u30c8\u304c\u6839\u672c\u304b\u3089\u5909\u308f\u308b\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u52a0\u3048\u30662026\u5e74\u306f\u3001\u9ad8\u5e02\u653f\u6a29\u306e\u300c\u91cd\u70b9\u6295\u8cc7\u5bfe\u8c6117\u5206\u91ce\u300d\u306bAI\u30fb\u534a\u5c0e\u4f53\u304c\u660e\u8a18\u3055\u308c\u3001<strong>\u56fd\u7b56\u3068\u3057\u3066\u306e\u8ffd\u3044\u98a8<\/strong>\u304c\u65e5\u672c\u682a\u5074\u306b\u5439\u3044\u3066\u3044\u308b\u3002\u571f\u53f0\u3092\u62c5\u3046\u65e5\u672c\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u7121\u8996\u3067\u304d\u306a\u3044\u69cb\u9020\u5909\u5316\u3060\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u5206\u985e\u30de\u30c3\u30d7\uff1aAI\u534a\u5c0e\u4f539\u30ec\u30a4\u30e4\u30fc<\/h2>\n\n\n\n<pre class=\"wp-block-code\"><code>\u3010\u4e0a\u5c64\uff1a\u6df7\u96d1\u30fb\u7e54\u308a\u8fbc\u307f\u304c\u9032\u3080\u3011\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  \u2460 \u9700\u8981\uff1a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u30ab\u30cd\u306e\u51fa\u3057\u624b\uff09\n  \u2461 \u982d\u8133\uff1aGPU \/ AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf          \u2190 \u6700\u3082\u6ce8\u76ee\u30fb\u6700\u3082\u6df7\u96d1\n  \u2462 \u8a2d\u8a08\uff1a\u30ab\u30b9\u30bf\u30e0ASIC \/ EDA\u30fb\u8a2d\u8a08IP\n                    \u2193\n\u3010\u4e2d\u5c64\uff1a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u79fb\u52d5\u4e2d\u3011\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  \u2463 \u8a18\u61b6\uff1aHBM \/ DRAM \/ NAND               \u2190 \u4f9b\u7d66\u903c\u8feb\u306e\u4e3b\u5f79\n  \u2464 \u88fd\u9020\uff1a\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff08\u524d\u5de5\u7a0b\uff09\n  \u2465 \u5b9f\u88c5\uff1a\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8 \/ \u5f8c\u5de5\u7a0b \/ \u5149\u63a5\u7d9a  \u2190 \u65b0\u305f\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\n                    \u2193\n\u3010\u4e0b\u5c64\uff1a\u571f\u53f0 \uff1d \u65e5\u672c\u306e\u4e3b\u6226\u5834\u30fb\u51fa\u9045\u308c\u5999\u5473\u3011\u2500\u2500\u2500\u2500\u2500\u2500\n  \u2466 \u88c5\u7f6e\uff1a\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\uff08SPE\uff09           \u2190 \u65e5\u672c\u304c\u4e16\u754c\u30b7\u30a7\u30a2\u5be1\u5360\n  \u2467 \u7d20\u6750\uff1a\u30a6\u30a7\u30cf\u30fb\u30ec\u30b8\u30b9\u30c8\u30fb\u7279\u6b8a\u30ac\u30b9\u30fb\u90e8\u6750  \u2190 \u65e5\u672c\u306e\u4e3b\u6226\u5834\n  \u2468 \u96fb\u529b\u30fb\u51b7\u5374\u30a4\u30f3\u30d5\u30e9\uff08\u96a0\u308c\u5c64\uff09          \u2190 \u6700\u3082\u51fa\u9045\u308c<\/code><\/pre>\n\n\n\n<p>\u30dd\u30a4\u30f3\u30c8\u306f\u3001<strong>\u4e0a\u304b\u3089\u4e0b\u306b\u884c\u304f\u307b\u3069\u300c\u6df7\u96d1\u300d\u304c\u89e3\u3051\u3001\u300c\u4ee3\u66ff\u4e0d\u53ef\u80fd\u6027\uff08\uff1d\u5800\uff09\u300d\u304c\u6df1\u304f\u306a\u308b<\/strong>\u3053\u3068\u3002\u305d\u3057\u3066\u65e5\u672c\u682a\u306e\u672c\u4e38\u306f\u2466\u301c\u2468\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3002\u4ee5\u4e0b\u3001\u5404\u5c64\u3092\u4e16\u754c\u682a\u30fb\u65e5\u672c\u682a\u3067\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u5927\u5206\u985eI\uff1a\u9700\u8981\u3068\u982d\u8133\uff08\u6700\u3082\u6df7\u96d1\u3001\u7e54\u308a\u8fbc\u307f\u304c\u9032\u3080\u5c64\uff09<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u2460 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u9700\u8981\u306e\u6e90\u6cc9\uff09<\/h3>\n\n\n\n<p>\u3059\u3079\u3066\u306e\u8d77\u70b9\u3002\u5f7c\u3089\u306e\u8a2d\u5099\u6295\u8cc7\uff08capex\uff09\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u3001\u534a\u5c0e\u4f53\u76f8\u5834\u5168\u4f53\u306e\u751f\u547d\u7dda\u3002<strong>\u3053\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u56db\u534a\u671f\u3054\u3068\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3001AI\u534a\u5c0e\u4f53\u6295\u8cc7\u306e\u6700\u91cd\u8981\u30eb\u30fc\u30c6\u30a3\u30f3<\/strong>\u3060\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>MSFT<\/td><td>Microsoft<\/td><td>Azure\uff0bOpenAI\u3002capex\u306e\u898f\u6a21\u304c\u696d\u754c\u306e\u5929\u4e95\u3092\u6c7a\u3081\u308b<\/td><\/tr><tr><td>GOOGL<\/td><td>Alphabet<\/td><td>Gemini\uff0b\u81ea\u793eTPU\u3002\u8a2d\u8a08\u307e\u3067\u5185\u88fd\u5316\u3059\u308b\u5782\u76f4\u7d71\u5408<\/td><\/tr><tr><td>AMZN<\/td><td>Amazon<\/td><td>AWS\uff0b\u81ea\u793e\u30c1\u30c3\u30d7Trainium\/Inferentia<\/td><\/tr><tr><td>META<\/td><td>Meta<\/td><td>\u63a8\u85a6\u30fb\u5e83\u544a\u3067AI\u3092\u5373\u53ce\u76ca\u5316\u3002\u5149\u30d5\u30a1\u30a4\u30d0\u3092\u5927\u91cf\u8abf\u9054<\/td><\/tr><tr><td>ORCL<\/td><td>Oracle<\/td><td>OCI\u3067\u30af\u30e9\u30a6\u30c9capex\u6025\u62e1\u5927\u7d44\u306b\u5408\u6d41<\/td><\/tr><tr><td>9984<\/td><td>\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG<\/td><td>Arm\uff0bOpenAI\uff0b\u81ea\u793eDC\u30a4\u30f3\u30d5\u30e9\u3002\u65e5\u672c\u304b\u3089\u9700\u8981\u5074\u306b\u8ced\u3051\u308b\u552f\u4e00\u7d1a<\/td><\/tr><tr><td>3778<\/td><td>\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8<\/td><td>\u56fd\u5185GPU\u30af\u30e9\u30a6\u30c9\u306e\u4e2d\u6838\u3002\u7d4c\u7523\u7701\u306e\u8a08\u7b97\u57fa\u76e4\u652f\u63f4\u306e\u53d7\u3051\u76bf<\/td><\/tr><tr><td>9433<\/td><td>KDDI<\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u96fb\u529b\u3067AI\u30a4\u30f3\u30d5\u30e9\u306e\u88fe\u91ce<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2461 GPU \/ AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\uff08\u6700\u3082\u6ce8\u76ee\u30fb\u6700\u3082\u6df7\u96d1\uff09<\/h3>\n\n\n\n<p>\u76f8\u5834\u306e\u4e3b\u5f79\u3002\u3060\u304c<strong>\u671f\u5f85\u304c\u307b\u307c\u7e54\u308a\u8fbc\u307e\u308c\u3001\u308f\u305a\u304b\u306a\u5931\u671b\u3067\u5927\u304d\u304f\u632f\u308c\u308b\u9ad8\u30d9\u30fc\u30bf\u9818\u57df<\/strong>\u3002\u65e5\u672c\u306e\u7d14\u7c8b\u30d7\u30ec\u30a4\u30e4\u30fc\u306f\u4e8b\u5b9f\u4e0a\u4e0d\u5728\u3067\u3001\u8a2d\u8a08\u306f\u7c73\u56fd\u5be1\u5360\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>NVDA<\/td><td>NVIDIA<\/td><td>GPU\uff0bCUDA\u306e\u56f2\u3044\u8fbc\u307f\u3002Blackwell\u2192Rubin\u306e\u53ef\u8996\u6027\u304c\u5800\u3002\u4e00\u66425\u5146\u30c9\u30eb\u898f\u6a21<\/td><\/tr><tr><td>AMD<\/td><td>AMD<\/td><td>\u552f\u4e00\u306e\u672c\u547d\u5bfe\u6297\uff08MI\u30b7\u30ea\u30fc\u30ba\uff09\u3002&#8221;\u7b2c2\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc&#8221;\u306e\u8a3c\u660e\u304c\u8ab2\u984c\u3002\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u9ad8\u3081<\/td><\/tr><tr><td>GOOGL\/AMZN\/META<\/td><td>\uff08\u81ea\u793e\u958b\u767a\uff09<\/td><td>TPU\/Trainium\/MTIA\u3002\u6c4e\u7528GPU\u4f9d\u5b58\u3092\u4e0b\u3052\u308b\u52d5\u304d\uff1dNVDA\u306e\u9577\u671f\u30ea\u30b9\u30af<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2462 \u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u30fbASIC \/ EDA\u30fb\u8a2d\u8a08IP<\/h3>\n\n\n\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u300c\u81ea\u5206\u5c02\u7528\u30c1\u30c3\u30d7\u300d\u3092\u6b32\u3057\u304c\u308b\u307b\u3069\u52b9\u304f\u5c64\u3002<strong>\u63a8\u8ad6\uff08\u30a4\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\uff09\u30b7\u30d5\u30c8\u3067\u91cd\u8981\u6027\u304c\u4e0a\u6607\u4e2d<\/strong>\u2500\u2500\u5b66\u7fd2\u304b\u3089\u300c\u96fb\u529b\u3042\u305f\u308a\u6027\u80fd\u30fb\u30c8\u30fc\u30af\u30f3\u3042\u305f\u308a\u30b3\u30b9\u30c8\u300d\u3078\u8a55\u4fa1\u8ef8\u304c\u79fb\u308b\u3068\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u7279\u5316\u306eASIC\u304c\u52b9\u3044\u3066\u304f\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>AVGO<\/td><td>Broadcom<\/td><td>\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u672c\u547d\u3002Google TPU\u3084Anthropic\u5411\u3051\u3092\u5171\u540c\u8a2d\u8a08\u3002AI\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u5de8\u5927<\/td><\/tr><tr><td>MRVL<\/td><td>Marvell<\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30ab\u30b9\u30bf\u30e0\uff0b\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u3002S&amp;P500\u63a1\u7528\u3067\u5b58\u5728\u611f\u4e0a\u6607<\/td><\/tr><tr><td>QCOM<\/td><td>Qualcomm<\/td><td>\u30a8\u30c3\u30b8\uff0f\u30aa\u30f3\u30c7\u30d0\u30a4\u30b9AI\u3067\u5225\u8ef8<\/td><\/tr><tr><td>SNPS<\/td><td>Synopsys<\/td><td>EDA\u6700\u5927\u624b\u3002\u65b0\u898f\u30c1\u30c3\u30d7\u304c\u5897\u3048\u308b\u307b\u3069\u52b9\u304f&#8221;\u8a2d\u8a08\u30d5\u30a7\u30fc\u30ba\u306e\u52dd\u8005&#8221;<\/td><\/tr><tr><td>CDNS<\/td><td>Cadence<\/td><td>EDA\uff0fIP\u3002\u9ad8\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u30b3\u30b9\u30c8\uff0b\u30ea\u30ab\u30fc\u30ea\u30f3\u30b0\u53ce\u76ca\u306e\u30b3\u30f3\u30d1\u30a6\u30f3\u30c0\u30fc<\/td><\/tr><tr><td>ARM<\/td><td>Arm Holdings<\/td><td>\u8a2d\u8a08IP\u306e\u57fa\u76e4\u3002\u3042\u3089\u3086\u308bSoC\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u5143<\/td><\/tr><tr><td>6526<\/td><td>\u30bd\u30b7\u30aa\u30cd\u30af\u30b9\u30c8<\/td><td>\u65e5\u672c\u767a\u306e\u30ab\u30b9\u30bf\u30e0SoC\u8a2d\u8a08\u3002\u5148\u7aefASIC\u3067\u6570\u5c11\u306a\u3044\u56fd\u5185\u30d7\u30ec\u30a4\u30e4\u30fc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u5927\u5206\u985eII\uff1a\u8a18\u61b6\u3068\u88fd\u9020\uff08\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u79fb\u52d5\u4e2d\u306e\u5c64\uff09<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u2463 \u30e1\u30e2\u30ea \/ HBM\uff08\u4f9b\u7d66\u903c\u8feb\u306e\u4e3b\u5f79\uff09<\/h3>\n\n\n\n<p><strong>\u4eca\u30b5\u30a4\u30af\u30eb\u306e\u771f\u306e\u4e3b\u5f79\u306e\u3072\u3068\u3064\u304cHBM<\/strong>\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u3002AI\u30b5\u30fc\u30d0\u306f\u5f93\u6765\u6bd4\u3067\u6841\u9055\u3044\u306e\u30e1\u30e2\u30ea\u3092\u98df\u3046\u3002\u4f9b\u7d66\u306f3\u793e\u306b\u307b\u307c\u96c6\u4e2d\u3057\u3001\u4fa1\u683c\u30fb\u6570\u91cf\u3068\u3082\u306b\u30bf\u30a4\u30c8\u3002\u30e1\u30e2\u30ea\u5e02\u6cc1\u306f\u53cd\u767a\u5c40\u9762\u306b\u5165\u3063\u305f\u3068\u306e\u898b\u65b9\u304c\u5f37\u3044\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>MU<\/td><td>Micron<\/td><td>\u7c73\u552f\u4e00\u306eHBM\/DRAM\/NAND\u7dcf\u5408\u3002AI\u30e1\u30e2\u30ea\u9700\u8981\u306b\u76f4\u7d50<\/td><\/tr><tr><td>000660\uff08\u97d3\uff09<\/td><td>SK Hynix<\/td><td>HBM\u3067\u5148\u884c\u3002NVDA\u4f9b\u7d66\u306e\u4e2d\u6838<\/td><\/tr><tr><td>005930\uff08\u97d3\uff09<\/td><td>Samsung<\/td><td>DRAM\/NAND\/HBM\uff0b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u7dcf\u5408\u529b<\/td><\/tr><tr><td>285A<\/td><td>\u30ad\u30aa\u30af\u30b7\u30a2<\/td><td>NAND\u5c02\u696d\uff08\u65e7\u6771\u829d\u30e1\u30e2\u30ea\uff09\u3002\u65e5\u672c\u306e\u30e1\u30e2\u30ea\u672c\u4e38\u3002HBM\u306b\u306f\u975e\u53c2\u5165\uff1d\u7acb\u3061\u4f4d\u7f6e\u306e\u898b\u6975\u3081\u304c\u8981<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2464 \u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff08\u524d\u5de5\u7a0b\u88fd\u9020\uff09<\/h3>\n\n\n\n<p>\u8a2d\u8a08\u56f3\u3092\u7269\u7406\u7684\u306b\u30c1\u30c3\u30d7\u306b\u5909\u3048\u308b\u5c64\u3002<strong>TSMC\u304c\u696d\u754c\u306e\u91cd\u5fc3<\/strong>\u30022nm\u7acb\u3061\u4e0a\u3052\u3001A16\u3078\u3002\u5148\u7aef\u30ce\u30fc\u30c9\u306e\u903c\u8feb\u304c\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u3092\u652f\u3048\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>TSM<\/td><td>TSMC<\/td><td>\u5148\u7aef\u30ce\u30fc\u30c9\u3092\u5b9f\u8cea\u72ec\u5360\u3002AI\u5411\u3051HPC\u304c\u30b9\u30de\u30db\u3092\u629c\u304d\u6700\u5927\u30bb\u30b0\u30e1\u30f3\u30c8\u306b<\/td><\/tr><tr><td>005930\uff08\u97d3\uff09<\/td><td>Samsung<\/td><td>2\u756a\u624b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3002\u6b69\u7559\u307e\u308a\u304c\u8ab2\u984c<\/td><\/tr><tr><td>INTC<\/td><td>Intel<\/td><td>\u81ea\u793e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306f\u8d64\u5b57\u71c3\u713c\u4e2d\u3002\u518d\u5efa\u306e\u5b9f\u884c\u529b\u304c\u554f\u308f\u308c\u308b<\/td><\/tr><tr><td>GFS \/ UMC<\/td><td>GlobalFoundries \/ UMC<\/td><td>\u6210\u719f\u30ce\u30fc\u30c9\u4e2d\u5fc3\u306e\u30cb\u30c3\u30c1<\/td><\/tr><tr><td>\uff08\u975e\u4e0a\u5834\uff09<\/td><td>Rapidus<\/td><td>\u5317\u6d77\u9053\u30fb\u5343\u6b73\u30672nm\u30d1\u30a4\u30ed\u30c3\u30c8\u30e9\u30a4\u30f3\u7a3c\u50cd\u3001\u8a66\u4f5c\u306e\u52d5\u4f5c\u78ba\u8a8d\u306b\u6210\u529f\u3002\u5f8c\u5de5\u7a0b\u307e\u3067\u4e00\u8cab\u4f53\u5236\u3092\u5fd7\u5411\u3002\u56fd\u7b56\u306e\u8c61\u5fb4<\/td><\/tr><tr><td>\uff08\u975e\u4e0a\u5834\uff09<\/td><td>JASM\uff08TSMC\u718a\u672c\uff09<\/td><td>\u6210\u719f\u30ce\u30fc\u30c9\u3092\u5b89\u5b9a\u751f\u7523\u3002\u7b2c2\u5de5\u5834\u306e\u672c\u683c\u91cf\u7523\u306f\u3084\u3084\u5f8c\u308d\u5012\u3057\u89b3\u6e2c<\/td><\/tr><tr><td>6723<\/td><td>\u30eb\u30cd\u30b5\u30b9<\/td><td>\u8eca\u8f09\u30fb\u7523\u696d\u5411\u3051IDM\uff08\u81ea\u793e\u8a2d\u8a08\uff0b\u88fd\u9020\uff09\u3002AI\u76f4\u7d50\u5ea6\u306f\u9650\u5b9a\u7684\u3060\u304c\u56fd\u5185\u88fd\u9020\u306e\u8981<\/td><\/tr><tr><td>6758<\/td><td>\u30bd\u30cb\u30fcG<\/td><td>CMOS\u30a4\u30e1\u30fc\u30b8\u30bb\u30f3\u30b5\u30fc\u3092\u81ea\u793e\u88fd\u9020\u3002&#8221;AI\u534a\u5c0e\u4f53&#8221;\u3068\u306f\u5225\u8ef8\u306e\u4e16\u754c\u9996\u4f4d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2465 \u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30fb\u5f8c\u5de5\u7a0b\u30fb\u5149\u63a5\u7d9a\uff08\u65b0\u305f\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff09<\/h3>\n\n\n\n<p>\u5fae\u7d30\u5316\u304c\u7269\u7406\u9650\u754c\u306b\u8fd1\u3065\u304d\u3001<strong>\u52dd\u8ca0\u3069\u3053\u308d\u304c\u300c\u3069\u3046\u7e4b\u3050\u304b\u30fb\u3069\u3046\u7a4d\u3080\u304b\u300d\u3078\u79fb\u3063\u305f<\/strong>\u5c64\u3002TSMC\u306eCoWoS\uff08\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\uff09\u5bb9\u91cf\u304c\u696d\u754c\u6700\u5927\u7d1a\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3002\u3053\u3053\u306f<strong>\u65e5\u672c\u304c\u88c5\u7f6e\u30fb\u6d88\u8017\u54c1\u30fb\u57fa\u677f\u3067\u5f37\u3044<\/strong>\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>TSM<\/td><td>TSMC\uff08CoWoS\uff09<\/td><td>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u5b9f\u8cea\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/td><\/tr><tr><td>ASX<\/td><td>ASE Technology<\/td><td>OSAT\uff08\u5f8c\u5de5\u7a0b\u53d7\u8a17\uff09\u4e16\u754c\u6700\u5927\u624b<\/td><\/tr><tr><td>AMKR<\/td><td>Amkor<\/td><td>OSAT\u5927\u624b\u3002\u7c73\u56fd\u5185\u30d1\u30c3\u30b1\u30fc\u30b8\u62e0\u70b9\u3082<\/td><\/tr><tr><td>4062<\/td><td>\u30a4\u30d3\u30c7\u30f3<\/td><td>AI\u5411\u3051IC\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\uff08ABF\u57fa\u677f\uff09\u306e\u672c\u547d\u3002AI\u9700\u8981\u306b\u76f4\u7d50<\/td><\/tr><tr><td>6315<\/td><td>TOWA<\/td><td>\u30d1\u30c3\u30b1\u30fc\u30b8\u7528\u30e2\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u88c5\u7f6e\u3002\u5148\u7aef\u5b9f\u88c5\u3067\u5f15\u304d\u5408\u3044\u5897<\/td><\/tr><tr><td>6871<\/td><td>\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9<\/td><td>\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\uff08\u691c\u67fb\u6d88\u8017\u54c1\uff09\u3002<strong>\u30e1\u30e2\u30ea\u5411\u3051\u4e16\u754c\u30b7\u30a7\u30a2\u9996\u4f4d\u7d1a\uff08\u7d0433%\uff09<\/strong>\u3002HBM\u9700\u8981\u3067\u904e\u53bb\u6700\u9ad8\u76ca<\/td><\/tr><tr><td>6855<\/td><td>\u65e5\u672c\u96fb\u5b50\u6750\u6599<\/td><td>\u30d7\u30ed\u30fc\u30d6\u30ab\u30fc\u30c9\u5c02\u696d\u3002\u975e\u30e1\u30e2\u30ea\uff08\u30ed\u30b8\u30c3\u30af\uff09\u306b\u5f37\u307f\uff0bHBM\u5411\u3051MEMS\u578b\u3092\u5f37\u5316<\/td><\/tr><tr><td>GLW<\/td><td>Corning<\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u5149\u30d5\u30a1\u30a4\u30d0\u3002Meta\u3068\u5927\u578b\u5951\u7d04\u3002\u5e74\u521d\u6765\u3067\u7fa4\u3092\u629c\u304f\u4e0a\u6607<\/td><\/tr><tr><td>ANET<\/td><td>Arista<\/td><td>AI\u30af\u30e9\u30b9\u30bf\u7528\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u30a4\u30c3\u30c1<\/td><\/tr><tr><td>COHR \/ LITE<\/td><td>Coherent \/ Lumentum<\/td><td>\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fb\u30ec\u30fc\u30b6\u30fc<\/td><\/tr><tr><td>ALAB \/ CRDO<\/td><td>Astera Labs \/ Credo<\/td><td>\u30b3\u30cd\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\uff08\u63a5\u7d9a\uff09\u534a\u5c0e\u4f53\u306e\u65b0\u8208\u672c\u547d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u5927\u5206\u985eIII\uff1a\u571f\u53f0\uff1d\u65e5\u672c\u306e\u4e3b\u6226\u5834\uff08\u4ee3\u66ff\u4e0d\u53ef\u80fd &amp; \u51fa\u9045\u308c\u5999\u5473\uff09<\/h2>\n\n\n\n<p>\u3053\u3053\u304b\u3089\u304c\u65e5\u672c\u682a\u6295\u8cc7\u5bb6\u306e\u672c\u4e38\u3002<strong>\u300c\u66ff\u3048\u304c\u52b9\u304b\u306a\u3044\u6280\u8853\u300d\u3092\u6301\u3064\u4f01\u696d\u307b\u3069\u3001\u5730\u653f\u5b66\u304c\u8352\u308c\u308b\u307b\u3069\u4fa1\u5024\u304c\u9ad8\u307e\u308b\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2466 \u88fd\u9020\u88c5\u7f6e\uff08SPE\uff09\u2500\u2500\u65e5\u672c\u306e\u6700\u5f37\u5206\u91ce\u306e\u4e00\u3064<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>ASML<\/td><td>ASML<\/td><td>EUV\u9732\u5149\u88c5\u7f6e\u3092<strong>\u72ec\u5360<\/strong>\u3002\u524d\u5de5\u7a0b\u5fae\u7d30\u5316\u306e\u751f\u547d\u7dda<\/td><\/tr><tr><td>AMAT<\/td><td>Applied Materials<\/td><td>\u6210\u819c\u30fb\u30a8\u30c3\u30c1\u30f3\u30b0\u7b49\u306e\u7dcf\u5408\u88c5\u7f6e\u6700\u5927\u624b<\/td><\/tr><tr><td>LRCX<\/td><td>Lam Research<\/td><td>\u30a8\u30c3\u30c1\u30f3\u30b0\uff0f\u30e1\u30e2\u30ea\u8a2d\u5099\u6295\u8cc7\u3078\u306e\u9ad8\u30ec\u30d0\u30ec\u30c3\u30b8<\/td><\/tr><tr><td>KLAC<\/td><td>KLA<\/td><td>\u691c\u67fb\u30fb\u8a08\u6e2c\u3067\u5be1\u5360<\/td><\/tr><tr><td>8035<\/td><td>\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/td><td>\u7dcf\u5408\u88c5\u7f6e\u3067\u4e16\u754c\u4e0a\u4f4d\u3002\u65e5\u672c\u88c5\u7f6e\u682a\u306e\u4ee3\u8868\u683c<\/td><\/tr><tr><td>6857<\/td><td>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/td><td><strong>\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u7d1a<\/strong>\u3002AI\u5411\u3051\u9ad8\u6027\u80fd\u30c1\u30c3\u30d7\u691c\u67fb\u3067\u696d\u7e3e\u62e1\u5927<\/td><\/tr><tr><td>6920<\/td><td>\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/td><td><strong>EUV\u7528\u30de\u30b9\u30af\u6b20\u9665\u691c\u67fb\u3067\u5727\u5012\u7684\u30b7\u30a7\u30a2<\/strong>\uff1d\u4ee3\u66ff\u4e0d\u53ef\u80fd\u3002\u77ed\u671f\u696d\u7e3e\u306f\u632f\u308c\u308b\u304c\u5800\u306f\u6df1\u3044<\/td><\/tr><tr><td>7735<\/td><td>SCREEN HD<\/td><td>\u30a6\u30a7\u30cf\u6d17\u6d44\u88c5\u7f6e\u3067\u4e16\u754c\u9996\u4f4d<\/td><\/tr><tr><td>6146<\/td><td>\u30c7\u30a3\u30b9\u30b3<\/td><td>\u30c0\u30a4\u30b7\u30f3\u30b0\uff0f\u30b0\u30e9\u30a4\u30f3\u30c0\u3002\u5f8c\u5de5\u7a0b\u306e\u8584\u5316\u30fb\u5207\u65ad\u3067\u5fc5\u9808<\/td><\/tr><tr><td>6525<\/td><td>KOKUSAI ELECTRIC<\/td><td>\u6210\u819c\uff08\u30d0\u30c3\u30c1\u5f0f\uff09\u3002\u4e2d\u56fd\u58f2\u4e0a\u6bd4\u7387\u304c\u9ad8\u304f\u30ea\u30b9\u30af\u3082\u5927\u304d\u3044<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2467 \u6750\u6599\u30fb\u90e8\u6750\u2500\u2500\u65e5\u672c\u306e\u4e3b\u6226\u5834\uff08\u4e16\u754c\u30b7\u30a7\u30a2\u5be1\u5360\u304c\u591a\u6570\uff09<\/h3>\n\n\n\n<p><strong>\u65e5\u672c\u4f01\u696d\u304c\u6700\u3082\u9759\u304b\u306b\u3001\u6700\u3082\u6df1\u304f\u7a3c\u3050\u5c64\u3002<\/strong> \u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u30fb\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u30fb\u7279\u6b8a\u30ac\u30b9\u306a\u3069\u3001\u5ddd\u4e0a\u304b\u3089\u5ddd\u4e0b\u307e\u3067\u65e5\u672c\u52e2\u304c\u30b7\u30a7\u30a2\u3092\u63e1\u308b\u3002&#8221;\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u306a\u534a\u5c0e\u4f53\u682a&#8221;\u306f\u3053\u3053\u306b\u591a\u3044\u30026\u6708\u4ee5\u964d\u3001\u76f8\u5834\u306e\u300c5\u5408\u76ee\u300d\u3067\u51fa\u9045\u308c\u3066\u3044\u305f\u5316\u5b66\u682a\u3078\u306e\u898b\u76f4\u3057\u6a5f\u904b\u304c\u51fa\u3066\u3044\u308b\u70b9\u3082\u6ce8\u76ee\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>4063<\/td><td>\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d<\/td><td>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u4e16\u754c\u30b7\u30a7\u30a2\u7d043\u5272\u3002\u30ec\u30b8\u30b9\u30c8\u539f\u6599\u30fb\u5e0c\u30ac\u30b9\u3082\u3002\u55b6\u696d\u5229\u76ca\u738725%\u524d\u5f8c\u30fb\u7d2f\u9032\u914d\u5f53\u3002<strong>\u534a\u5c0e\u4f53\u682a\u3067\u306f\u73cd\u3057\u304f\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6<\/strong>\u3067\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u571f\u53f0\u5411\u304d<\/td><\/tr><tr><td>3436<\/td><td>SUMCO<\/td><td>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u3067\u4fe1\u8d8a\u3068\u53cc\u74a7<\/td><\/tr><tr><td>4043<\/td><td>\u30c8\u30af\u30e4\u30de<\/td><td>\u591a\u7d50\u6676\u30b7\u30ea\u30b3\u30f3\uff08\u30a6\u30a7\u30cf\u539f\u6599\uff09\u3002\u30a4\u30ec\u30d6\u30f3\u30ca\u30a4\u30f3\u7d14\u5ea6<\/td><\/tr><tr><td>4186<\/td><td>\u6771\u4eac\u5fdc\u5316\u5de5\u696d<\/td><td><strong>\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u4e16\u754c\u30b7\u30a7\u30a2\u9996\u4f4d\u7d1a\uff08\u7d0422%\uff09<\/strong><\/td><\/tr><tr><td>4901<\/td><td>\u5bcc\u58eb\u30d5\u30a4\u30eb\u30e0HD<\/td><td>\u5148\u7aef\u30ec\u30b8\u30b9\u30c8\u30fbCMP\u30b9\u30e9\u30ea\u30fc\u7b49\u306e\u6750\u6599<\/td><\/tr><tr><td>4004<\/td><td>\u30ec\u30be\u30ca\u30c3\u30af<\/td><td>\u5f8c\u5de5\u7a0b\u6750\u6599\u30fbCMP\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u6750\u6599\u306e\u7dcf\u5408<\/td><\/tr><tr><td>4047<\/td><td>\u95a2\u6771\u96fb\u5316\u5de5\u696d<\/td><td>\u7279\u6b8a\u30ac\u30b9\uff08\u30a8\u30c3\u30c1\u30f3\u30b0\u7528\uff09\u3002\u4e2d\u56fd\u6bd4\u7387\u9ad8\u304f\u632f\u308c\u5e45\u5927<\/td><\/tr><tr><td>4183<\/td><td>\u4e09\u4e95\u5316\u5b66<\/td><td>\u534a\u5c0e\u4f53\u88fd\u9020\u95a2\u9023\u6750\u6599\u3092\u5897\u7523<\/td><\/tr><tr><td>4091<\/td><td>\u65e5\u672c\u9178\u7d20HD<\/td><td>\u7523\u696d\u30fb\u7279\u6b8a\u30ac\u30b9\uff08\u7a92\u7d20\u30fb\u5e0c\u30ac\u30b9\u7b49\uff09<\/td><\/tr><tr><td>6890<\/td><td>\u30d5\u30a7\u30ed\u30fc\u30c6\u30c3\u30af<\/td><td>\u77f3\u82f1\u30fb\u30bb\u30e9\u30df\u30c3\u30af\u30b9\u7b49\u306e\u90e8\u6750\u3002\u4e2d\u56fd\u6bd4\u7387\u306b\u6ce8\u610f<\/td><\/tr><tr><td>6758<\/td><td>\u30bd\u30cb\u30fcG<\/td><td>CMOS\u30bb\u30f3\u30b5\u30fc\u4e16\u754c\u9996\u4f4d\uff08\u30a4\u30e1\u30fc\u30b8\u30f3\u30b0\u5074\u306e&#8221;\u534a\u5c0e\u4f53&#8221;\uff09<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u88dc\u8db3\uff1a\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u5927\u624b\u306eJSR\u306f\u56fd\u7b56\u30d5\u30a1\u30f3\u30c9\uff08JIC\uff09\u5098\u4e0b\u3067\u975e\u4e0a\u5834\u5316\u6e08\u307f\u3002\u30ec\u30b8\u30b9\u30c8\u306e\u4e0a\u5834\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u3057\u3066\u306f\u6771\u4eac\u5fdc\u5316\u30fb\u5bcc\u58eb\u30d5\u30a4\u30eb\u30e0\u30fb\u4fe1\u8d8a\u304c\u4e2d\u5fc3\u3002<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">\u2468 \u96fb\u529b\u30fb\u51b7\u5374\u30a4\u30f3\u30d5\u30e9\uff08\u96a0\u308c\u5c64\u30fb\u6700\u3082\u51fa\u9045\u308c\uff09<\/h3>\n\n\n\n<p><strong>\u4eca\u30b5\u30a4\u30af\u30eb\u3067\u6700\u5f8c\u306b\u52b9\u3044\u3066\u304f\u308b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u300c\u96fb\u6c17\u300d\u3002<\/strong> GPU\u3092\u3044\u304f\u3089\u7a4d\u3093\u3067\u3082\u3001\u7d66\u96fb\u3068\u51b7\u5374\u304c\u8ffd\u3044\u3064\u304b\u306a\u3051\u308c\u3070\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u52d5\u304b\u306a\u3044\u3002\u3053\u3053\u306f\u534a\u5c0e\u4f53\u30c6\u30fc\u30de\u3068\u3057\u3066\u8a8d\u8b58\u3055\u308c\u306b\u304f\u304f\u3001<strong>\u6700\u3082\u51fa\u9045\u308c\u3066\u3044\u308b\uff1d\u9006\u5f35\u308a\u306e\u5999\u5473\u304c\u6b8b\u308b\u9818\u57df<\/strong>\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u4f01\u696d<\/th><th>\u30dd\u30b8\u30b7\u30e7\u30f3\u30fb\u6ce8\u76ee\u70b9<\/th><\/tr><\/thead><tbody><tr><td>VRT<\/td><td>Vertiv<\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u96fb\u6e90\u30fb\u6db2\u51b7\u306e\u672c\u547d<\/td><\/tr><tr><td>SMCI<\/td><td>Super Micro<\/td><td>AI\u30b5\u30fc\u30d0\u3002\u6db2\u51b7\u30e9\u30c3\u30af\u306e\u9700\u8981\u306b\u76f4\u7d50<\/td><\/tr><tr><td>ETN<\/td><td>Eaton<\/td><td>\u53d7\u914d\u96fb\u30fb\u96fb\u529b\u7ba1\u7406<\/td><\/tr><tr><td>CEG<\/td><td>Constellation Energy<\/td><td>\u539f\u767a\u96fb\u529b\u3092AI DC\u306b\u76f4\u63a5\u4f9b\u7d66\u3059\u308b\u6d41\u308c<\/td><\/tr><tr><td>9509<\/td><td>\u5317\u6d77\u9053\u96fb\u529b<\/td><td><strong>Rapidus\uff08\u5343\u6b73\uff09\u3078\u306e\u96fb\u529b\u4f9b\u7d66\u3068\u3044\u3046&#8221;\u96a0\u308c\u534a\u5c0e\u4f53\u682a&#8221;<\/strong>\u3002\u56fd\u7b56\u30a4\u30f3\u30d5\u30e9\u306e\u53d7\u3051\u76bf<\/td><\/tr><tr><td>6504<\/td><td>\u5bcc\u58eb\u96fb\u6a5f<\/td><td>\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\uff0b\u96fb\u6e90\u30fb\u53d7\u914d\u96fb<\/td><\/tr><tr><td>6503<\/td><td>\u4e09\u83f1\u96fb\u6a5f<\/td><td>\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\uff08SiC\u542b\u3080\uff09\uff0b\u91cd\u96fb\u30a4\u30f3\u30d5\u30e9<\/td><\/tr><tr><td>6508<\/td><td>\u660e\u96fb\u820e<\/td><td>\u5909\u5727\u5668\u30fb\u53d7\u914d\u96fb\u3002\u96fb\u529b\u30b0\u30ea\u30c3\u30c9\u5897\u5f37\u306e\u88cf\u65b9<\/td><\/tr><tr><td>6963<\/td><td>\u30ed\u30fc\u30e0<\/td><td>SiC\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u3002\u96fb\u529b\u52b9\u7387\u306e\u9375<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u65e5\u672c\u682a\u300c\u672c\u547d\u30de\u30c3\u30d7\u300d\u2500\u25004\u3064\u306e\u5165\u308a\u53e3<\/h2>\n\n\n\n<p>\u4e16\u754c\u682a\u3092\u542b\u3081\u3066\u4fef\u77b0\u3057\u305f\u3046\u3048\u3067\u3001\u65e5\u672c\u682a\u306b\u7d5e\u308b\u306a\u3089\u5165\u308a\u53e3\u306f4\u3064\u3002<\/p>\n\n\n\n<ul>\n<li><strong>\u2460 \u738b\u9053\u30fb\u571f\u53f0\uff08\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\uff09<\/strong>\uff1a\u4fe1\u8d8a\u5316\u5b66\uff084063\uff09\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\u3002\u5024\u52d5\u304d\u306f\u30de\u30a4\u30eb\u30c9\u3060\u304c\u3001\u76f8\u5834\u5168\u4f53\u306e\u4f53\u6e29\u8a08\u3067\u3042\u308a\u3001\u30b5\u30a4\u30af\u30eb\u3092\u901a\u3057\u3066\u6b8b\u308b\u672c\u4e38\u3002<\/li>\n\n\n\n<li><strong>\u2461 \u66ff\u3048\u304c\u52b9\u304b\u306a\u3044\u6280\u8853\uff08\u5800\u306e\u6df1\u3055\uff09<\/strong>\uff1a\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff086920\uff0fEUV\u30de\u30b9\u30af\u691c\u67fb\uff09\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff0f\u30c6\u30b9\u30c8\uff09\u3002\u77ed\u671f\u696d\u7e3e\u306f\u632f\u308c\u308b\u304c\u3001\u4ee3\u66ff\u4e0d\u53ef\u80fd\u6027\u304c\u9577\u671f\u306e\u4fa1\u5024\u3092\u652f\u3048\u308b\u3002<\/li>\n\n\n\n<li><strong>\u2462 HBM\u30fb\u5148\u7aef\u5b9f\u88c5\u3078\u306e\u9023\u52d5<\/strong>\uff1a\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9\uff086871\uff09\u3001\u65e5\u672c\u96fb\u5b50\u6750\u6599\uff086855\uff09\u3001\u30a4\u30d3\u30c7\u30f3\uff084062\uff09\u3002\u4eca\u30b5\u30a4\u30af\u30eb\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u76f4\u7d50\u3002\u305f\u3060\u3057\u9ad8\u30d9\u30fc\u30bf\u3067\u3001\u5897\u8cc7\u30fb\u9700\u7d66\u30a4\u30d9\u30f3\u30c8\u306b\u6ce8\u610f\u3002<\/li>\n\n\n\n<li><strong>\u2463 \u96a0\u308c\u30fb\u51fa\u9045\u308c\uff08\u9006\u5f35\u308a\uff09<\/strong>\uff1a\u5317\u6d77\u9053\u96fb\u529b\uff089509\uff09\u3001\u51fa\u9045\u308c\u7d20\u6750\uff08\u95a2\u6771\u96fb\u53164047\u307b\u304b\uff09\u3001\u5f8c\u5de5\u7a0b\u306e\u4e2d\u5c0f\u578b\u3002\u30c6\u30fc\u30de\u8a8d\u8b58\u304c\u8584\u3044\u5206\u3001\u898b\u76f4\u3057\u306e\u521d\u52d5\u3092\u53d6\u308a\u306b\u884c\u304f\u9818\u57df\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4\u3064\u306e\u30ea\u30b9\u30af\uff08\u5c64\u3092\u307e\u305f\u3044\u3067\u52b9\u304f\uff09<\/h2>\n\n\n\n<p>\u5206\u985e\u306e\u6700\u5f8c\u306b\u3001<strong>\u3069\u306e\u5c64\u3092\u8cb7\u3063\u3066\u3082\u52b9\u3044\u3066\u304f\u308b\u5171\u901a\u30ea\u30b9\u30af<\/strong>\u3092\u6574\u7406\u3057\u3066\u304a\u304f\u3002<\/p>\n\n\n\n<ol>\n<li><strong>\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb<\/strong>\uff1a\u534a\u5c0e\u4f53\u306f3\u301c4\u5e74\u5468\u671f\u306e\u30b7\u30af\u30ea\u30ab\u30eb\u696d\u754c\u30022024\u301c2026\u5e74\u304c\u62e1\u5f35\u5c40\u9762\u306a\u3089\u30012027\u301c2028\u5e74\u306b\u8abf\u6574\u304c\u6765\u308b\u53ef\u80fd\u6027\u3002<strong>\u6c38\u9060\u306e\u53f3\u80a9\u4e0a\u304c\u308a\u306f\u306a\u3044\u3002\u30b5\u30a4\u30af\u30eb\u3092\u7e54\u308a\u8fbc\u3093\u3060\u51fa\u53e3\u6226\u7565\u304c\u5fc5\u9808<\/strong>\u3002\u7279\u306b\u8a2d\u5099\u6295\u8cc7\u4f9d\u5b58\u306e\u524d\u5de5\u7a0b\u88c5\u7f6e\uff08\u2466\uff09\u306f\u8abf\u6574\u5c40\u9762\u3067\u524a\u3089\u308c\u3084\u3059\u3044\u3002<\/li>\n\n\n\n<li><strong>\u7c73\u4e2d\u534a\u5c0e\u4f53\u898f\u5236<\/strong>\uff1a\u5bfe\u4e2d\u898f\u5236\u306f\u88c5\u7f6e\u30fb\u90e8\u6750\u306b\u6ce2\u53ca\u3059\u308b\u3002<strong>\u4e2d\u56fd\u58f2\u4e0a\u6bd4\u7387\u306e\u9ad8\u3044\u9298\u67c4\uff08KOKUSAI ELECTRIC\u3001\u30d5\u30a7\u30ed\u30fc\u30c6\u30c3\u30af\u3001\u95a2\u6771\u96fb\u5316\u306a\u3069\uff09\u306f\u696d\u7e3e\u306e\u632f\u308c\u5e45\u304c\u5927\u304d\u3044<\/strong>\u3002<\/li>\n\n\n\n<li><strong>AI\u9700\u8981\u306e\u6301\u7d9a\u6027<\/strong>\uff1a\u4eca\u306e\u30d6\u30fc\u30e0\u306e\u6700\u5927\u30c9\u30e9\u30a4\u30d0\u30fc\u3002\u3082\u30572027\u301c2028\u5e74\u306b\u6e1b\u901f\u304c\u9855\u5728\u5316\u3059\u308c\u3070\u3001AI\u95a2\u9023\uff08\u30a4\u30d3\u30c7\u30f3\u3001\u30ec\u30be\u30ca\u30c3\u30af\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u7b49\uff09\u306f\u5927\u5e45\u8abf\u6574\u30ea\u30b9\u30af\u3002<strong>\u5bfe\u7b56\u306f\u305f\u3060\u4e00\u3064\u2500\u2500\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306ecapex\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u56db\u534a\u671f\u3054\u3068\u306b\u5fc5\u305a\u78ba\u8a8d\u3059\u308b\u3053\u3068<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u96c6\u4e2d\u30ea\u30b9\u30af<\/strong>\uff1a6\u6708\u306e1.3\u5146\u30c9\u30eb\u8d85\u306e\u8abf\u6574\u304c\u793a\u3057\u305f\u6559\u8a13\u306f\u660e\u5feb\u3060\u3002<strong>1\u9298\u67c4\u30fb1\u30c6\u30fc\u30de\u306b\u904e\u5ea6\u306b\u8ced\u3051\u308b\u3068\u300115\u301c20%\u306e\u4e00\u65e5\u4e0b\u843d\u3067\u5224\u65ad\u3092\u72c2\u308f\u3055\u308c\u308b<\/strong>\u3002\u57fa\u672c\u306f\u5c64\u3092\u5206\u6563\u3055\u305b\u3001\u300c15\u301c20%\u4e0b\u3052\u3066\u3082\u611f\u60c5\u7684\u306b\u306a\u3089\u306a\u3044\u300d\u30b5\u30a4\u30ba\u306b\u6291\u3048\u308b\u3002\u30d0\u30b9\u30b1\u30c3\u30c8\uff08\u8907\u6570\u306e\u5c64\uff09\u3067\u6301\u3064\u3053\u3068\u304c\u3001\u96c6\u4e2d\u306e\u7f60\u3078\u306e\u6700\u826f\u306e\u9632\u5fa1\u306b\u306a\u308b\u3002<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081<\/h2>\n\n\n\n<p>AI\u534a\u5c0e\u4f53\u3092\u300c\u4e00\u679a\u5ca9\u306e\u30c6\u30fc\u30de\u300d\u3068\u3057\u3066\u8cb7\u3046\u6642\u4ee3\u306f\u7d42\u308f\u3063\u305f\u3002<strong>\u76f8\u5834\u306f\u5c64\u306b\u5206\u304b\u308c\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u6bce\u5e74\u79fb\u52d5\u3057\u3001\u5229\u76ca\u304c\u8caf\u307e\u308b\u5834\u6240\u306f\u305a\u308c\u3066\u3044\u304f\u3002<\/strong><\/p>\n\n\n\n<ul>\n<li>\u6700\u4e0a\u5c64\uff08GPU\u30fbASIC\uff09\u306f\u3001\u3082\u306f\u3084\u5272\u5b89\u3092\u62fe\u3046\u5834\u6240\u3067\u306f\u306a\u304f\u3001\u671f\u5f85\u306e\u5265\u843d\u3067\u6bb4\u3089\u308c\u308b\u5834\u6240\u3002<\/li>\n\n\n\n<li>\u4e2d\u5c64\uff08HBM\u30fb\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\uff09\u306f\u3001\u4eca\u307e\u3055\u306b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u79fb\u3063\u3066\u3044\u308b\u4e3b\u6226\u5834\u3002<\/li>\n\n\n\n<li>\u4e0b\u5c64\uff08\u88c5\u7f6e\u30fb\u7d20\u6750\u30fb\u96fb\u529b\uff09\u306f\u3001<strong>\u4ee3\u66ff\u4e0d\u53ef\u80fd\u306a\u5800\u306e\u6df1\u3055<\/strong>\u3068<strong>\u51fa\u9045\u308c\u306e\u5999\u5473<\/strong>\u304c\u540c\u5c45\u3059\u308b\u3001\u65e5\u672c\u682a\u6295\u8cc7\u5bb6\u306e\u672c\u4e38\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u5730\u56f3\u3092\u6301\u3066\u3002\u305d\u3057\u3066\u3001<strong>\u81ea\u5206\u306e\u6295\u8cc7\u30db\u30e9\u30a4\u30ba\u30f3\u3068\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u3046\u300c\u5c64\u300d\u3092\u9078\u3079\u3002<\/strong> \u305d\u308c\u304c\u30011.3\u5146\u30c9\u30eb\u304c\u4e00\u65e5\u3067\u6d88\u3048\u308b\u76f8\u5834\u3092\u751f\u304d\u6b8b\u308b\u552f\u4e00\u306e\u65b9\u6cd5\u3060\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u514d\u8cac\uff1a\u672c\u8a18\u4e8b\u306f\u60c5\u5831\u6574\u7406\u30fb\u5206\u985e\u3092\u76ee\u7684\u3068\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u7279\u5b9a\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u306f\u3054\u81ea\u8eab\u306e\u5224\u65ad\u3068\u8cac\u4efb\u3067\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>\u7d50\u8ad6\uff08\u6700\u521d\u306b\uff09 \u203b\u672c\u8a18\u4e8b\u306f\u9298\u67c4\u306e\u5206\u985e\u30fb\u6574\u7406\u3067\u3042\u308a\u3001\u7279\u5b9a\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306f\u3054\u81ea\u8eab\u306e\u8cac\u4efb\u3067\u3002\u30c6\u30a3\u30c3\u30ab\u30fc\u306f\u78ba\u8a8d\u6642\u70b9\u306e\u3082\u306e\u3002 \u306a\u305c\u300c\u5c64\u300d\u3067\u5206\u3051\u308b\u306e\u304b \u534a\u5c0e\u4f53\u3092\u4e00\u62ec\u308a\u306b\u3059\u308b\u3068\u3001\u81f4\u547d\u7684\u306b\u5224\u65ad\u3092\u8aa4\u308b\u3002\u7406 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"_links":{"self":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/839"}],"collection":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=839"}],"version-history":[{"count":1,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/839\/revisions"}],"predecessor-version":[{"id":840,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/839\/revisions\/840"}],"wp:attachment":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=839"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=839"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=839"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}