{"id":1051,"date":"2022-01-27T21:57:18","date_gmt":"2022-01-27T12:57:18","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1051"},"modified":"2022-01-27T21:57:18","modified_gmt":"2022-01-27T12:57:18","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%a4%e3%83%b3%e3%83%86%e3%83%ab-nasdaqintc2021%e5%b9%b4%e7%ac%ac4%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a%ef%bc%88%e3%82%ab","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1051","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30a4\u30f3\u30c6\u30eb (NASDAQ:INTC)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"

\u30a4\u30f3\u30c6\u30eb (NASDAQ:INTC)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3059\u3002<\/p>\n

\u58f2\u308a\u4e0a\u3052\u3068EPS\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u5fae\u5999\u3067\u3057\u305f\u306d\u3002<\/p>\n

\u30d7\u30ec\u3067\u306f\u5c11\u3057\u4e0b\u3052\u3066\u3044\u307e\u3059\u304c\u4eca\u5f8c\u3069\u3046\u306a\u308b\u304b\u306f\u305d\u3053\u305d\u3053\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\"\u30a4\u30f3\u30c6\u30eb

\u30a4\u30f3\u30c6\u30eb (NASDAQ:INTC)\u682a\u4fa1<\/p><\/div>\n

\u30a4\u30f3\u30c6\u30eb (NASDAQ:INTC)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/p>\n

2022\u5e741\u670826\u65e517\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n

Call participants:
\nTony Balow — Vice President, Investor Relations
\nPat Gelsinger — Chief Executive Officer
\nDave Zinsner — Chief Financial Officer
\nGeorge Davis — Prior Chief Financial Officer
\nJohn Pitzer — Credit Suisse — Analyst
\nRoss Seymore — Deutsche Bank — Analyst
\nJoseph Moore — Morgan Stanley — Analyst
\nStacy Rasgon — Bernstein Research — Analyst
\nHarlan Sur — J.P. Morgan — Analyst
\nVivek Arya — Bank of America Merrill Lynch — Analyst
\nChris Danely — Citi — Analyst
\nTimothy Arcuri — UBS — Analyst
\nMatt Ramsay — Cowen and Company — Analyst
\nSrini Pajjuri — SMBC Nikko Securities — Analyst
\nAmbrish Srivastava — BMO Capital Markets — Analyst
\nMore INTC analysis<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

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\u30c8\u30cb\u30fc\u30fb\u30d0\u30ed\u30a6 — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

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\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u6700\u5f8c\u306b\u3001\u5185\u88fd\u3068\u5916\u88fd\u3092\u4f7f\u3044\u5206\u3051\u308b\u6226\u7565\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u4eca\u5f8c\u6570\u5e74\u306b\u308f\u305f\u308b\u4e8b\u696d\u306e\u6210\u9577\u3092\u652f\u3048\u308b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30d1\u30fc\u30c8\u30ca \u30fc\u304b\u3089\u57fa\u677f\u3001\u88c5\u7f6e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u81f3\u308b\u307e\u3067\u3001\u8907\u6570\u306e\u9577\u671f\u4f9b\u7d66\u5951\u7d04\u3092\u7de0\u7d50\u3057\u307e\u3057\u305f\u3002\u7279\u306b\u3001ASML\u793e\u3068\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u6df1\u5316\u3068\u3001\u7b2c2\u4e16\u4ee3\u306eEUV High-NA\u306b\u3088\u308b\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3 \u30d7\u306e\u78ba\u7acb\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u9867\u5ba2\u306b\u304a\u3044\u3066\u306f\u3001\u4eca\u671f\u3082100\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u9ad8\u3092\u9054\u6210\u3057\u30012021\u5e74\u306f6\u5e74\u9023\u7d9a\u306e\u5897\u53ce\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001\u6301\u7d9a\u7684\u306b\u62e1\u5927\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5e02\u5834\u306e\u4e2d\u3067\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u5927\u304d\u306a\u624b\u3054\u305f\u3048\u3092\u611f\u3058\u3066\u304a\u308a\u3001\u30c7\u30eb\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u3068\u306f\u3001\u904e\u53bb\u6700\u9ad8\u306e\u51fa\u8377\u53f0\u6570\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Tiger Lake\u3092\u59cb\u3081\u3068\u3059\u308b\u7d20\u6674\u3089\u3057\u3044\u88fd\u54c1\u30e9\u30a4\u30f3\u30ca\u30c3\u30d7\u304c\u3042\u308a\u3001\u73fe\u57281\u5104\u53f0\u4ee5\u4e0a\u306e\u51fa\u8377\u3092\u9054\u6210\u3057\u3001\u5f53\u793e\u53f2\u4e0a\u6700\u3082\u6025\u6210\u9577\u3057\u305f\u30ce\u30fc\u30c8\u30d6\u30c3\u30af\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u4e16\u754c30\u30ab\u56fd\u3001140\u793e\u4ee5\u4e0a\u306e\u304a\u5ba2\u69d8\u306b\u51fa\u8377\u3057\u3066\u3044\u308b\u53f2\u4e0a\u6700\u901f\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u3067\u3042\u308b\u7b2c12\u4e16\u4ee3Alder Lake\u306a\u3069\u306e\u88fd\u54c1\u306b\u3088\u308a\u3001\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u3055\u3089\u306b\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u521d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u88fd\u54c1\u3068\u3057\u3066\u3001\u30a4\u30f3\u30c6\u30eb\u304c\u3053\u308c\u307e\u3067\u88fd\u9020\u3057\u305f\u4e2d\u3067\u6700\u3082\u9ad8\u6027\u80fd\u306aCPU\u30b3\u30a2\u3068\u3001\u96fb\u529b\u7528\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u52b9\u7387\u7684\u306a\u30b3\u30a2\u3092\u642d\u8f09\u3057\u3066\u3044\u307e\u3059\u3002DDR5\u3068PCIe 5\u3067\u696d\u754c\u306e\u5909\u9077\u3092\u30ea\u30fc\u30c9\u3057\u3001\u30b2\u30fc\u30e0\u3084\u30af\u30ea\u30a8\u30a4\u30bf\u30fc\u306e\u4f53\u9a13\u3092\u5f37\u5316\u3057\u307e\u3059\u3002<\/p>\n

Alder Lake\u30d5\u30a1\u30df\u30ea\u30fc\u306f\u3001\u8d85\u8584\u578b\u8efd\u91cf\u30ce\u30fc\u30c8PC\u304b\u3089\u3001\u73fe\u5728\u30aa\u30fc\u30d0\u30fc\u30af\u30ed\u30c3\u30af\u306e\u65b0\u8a18\u9332\u3092\u6a39\u7acb\u3057\u305f\u30a8\u30f3\u30b9\u30fc\u30b8\u30a2\u30b9\u30c8\u30fb\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3001\u305d\u3057\u3066\u4e16\u754c\u6700\u9ad8\u306e\u30e2\u30d0\u30a4\u30eb\u30b2\u30fc\u30df\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u3067\u3042\u308bCore i9-12900HK\u304c\u524d\u4e16\u4ee3\u3088\u308a\u6700\u592740%\u9ad8\u901f\u5316\u3057\u305f\u30e2\u30d0\u30a4\u30eb\u30b2\u30fc\u30df\u30f3\u30b0\u307e\u3067\u3042\u3089\u3086\u308bPC\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u308f\u305f\u3063\u3066\u62e1\u5f35\u3057\u307e\u3059\u3002Alder Lake\u306e\u6210\u529f\u306b\u7d9a\u304d\u3001\u4eca\u5e74\u5f8c\u534a\u306b\u306f\u3001\u5f53\u793e\u306e\u30e9\u30dc\u3067\u3059\u3067\u306b\u8d77\u52d5\u3057\u3066\u3044\u308bRaptor Lake\u306e\u6295\u5165\u3092\u4e88\u5b9a\u3057\u3066\u304a\u308a\u3001\u3055\u3089\u306b\u52e2\u3044\u3092\u5897\u3057\u3066\u3044\u304f\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u88fd\u54c1\u306b\u52a0\u3048\u3001\u79c1\u305f\u3061\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3082\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002CES\u3067\u306f\u3001\u7b2c3\u4e16\u4ee3\u306eEvo\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u306e\u65b0\u4e16\u4ee3\u306b\u306f\u3001\u30ea\u30e2\u30fc\u30c8\u30ef\u30fc\u30af\u3084\u5b66\u7fd2\u4f53\u9a13\u3092\u6700\u9069\u5316\u3059\u308b\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u30fb\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u306e\u6a5f\u80fd\u306e\u307b\u304b\u3001Thunderbolt 4\u3084WiFi 6E\u304c\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30ec\u30ac\u30b7\u30fcWiFi\u306e\u5e72\u6e09\u304c\u306a\u3044WiFi 6E\u306f\u3001\u4f4e\u9045\u5ef6\u3067\u9a5a\u7570\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5b9f\u73fe\u3057\u3001\u3053\u306e20\u5e74\u9593\u3067\u6700\u5927\u306eWiFi\u306e\u9032\u5316\u3068\u306a\u308a\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30de\u30eb\u30c1\u30c7\u30d0\u30a4\u30b9\u304a\u3088\u3073\u753b\u9762\u5171\u6709\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308bScreenovate\u306a\u3069\u306e\u6280\u8853\u306b\u3088\u308a\u3001PC\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u3055\u3089\u306b\u6d3b\u6027\u5316\u3057\u307e\u3059\u3002\u3053\u306e\u6280\u8853\u306f\u3001\u4eca\u5e74\u5f8c\u534a\u304b\u3089\u4e00\u90e8\u306eIntel Evo\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u5c55\u958b\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u5f37\u529b\u306a\u88fd\u54c1\u304a\u3088\u3073\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30e9\u30a4\u30f3\u30a2\u30c3\u30d7\u306b\u652f\u3048\u3089\u308c\u3001\u5f53\u793e\u306f\u4eca\u5f8c\u306e\u7af6\u4e89\u529b\u304a\u3088\u3073\u6210\u9577\u529b\u306b\u81ea\u4fe1\u3092 \u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7\u306f\u3001\u304a\u5ba2\u69d8\u304c\u30a4\u30f3\u30c6\u30eb\u3092\u9078\u629e\u3059\u308b\u81ea\u4fe1\u3092\u56de\u5fa9\u3057\u7d9a\u3051\u3001\u904e\u53bb\u6700\u9ad8\u306e\u56db\u534a\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002IDM\u306e\u512a\u4f4d\u6027\u306b\u3088\u308a\u3001Ice Lake\u30b5\u30fc\u30d0\u30fc\u306e\u51fa\u8377\u53f0\u6570\u306f100\u4e07\u53f0\u3092\u8d85\u3048\u3001\u904e\u53bb3\u56db\u534a\u671f\u306e\u51fa\u8377\u53f0\u6570\u306e\u5408\u8a08\u306b\u5339\u6575\u3059\u308b\u91cf\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u73fe\u5728\u3001\u3059\u3079\u3066\u306eOEM\u304c\u30b7\u30b9\u30c6\u30e0\u3092\u51fa\u8377\u3057\u3066\u304a\u308a\u3001Amazon Web Services\u3068\u306e3\u756a\u76ee\u306e\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3092\u542b\u3081\u3001\u3059\u3079\u3066\u306e\u4e3b\u8981\u306a\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u304c\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3092\u767a\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3001\u5f53\u793e\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3055\u3089\u306b\u6539\u5584\u3055\u308c\u3001\u7b2c1\u56db\u534a\u671f\u306b\u306f\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u5411\u3051\u306bSapphire Rapids\u306e\u521d\u671fSKU\u3092\u51fa\u8377\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

Sapphire Rapids\u306f\u3001AI\u3092\u542b\u3080\u3055\u307e\u3056\u307e\u306a\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3067\u5927\u5e45\u306a\u6027\u80fd\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u3001Xeon\u306e\u6700\u592730\u500d\u306e\u7dcf\u30b2\u30a4\u30f3\u3092\u76ee\u6a19\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5185\u8535\u3057\u305f\u6c4e\u7528CPU\u304c\u3001\u304b\u3064\u3066\u306fGPU\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u3060\u3063\u305f\u9867\u5ba2\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u3055\u3089\u306b\u89e3\u6c7a\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3059\u3082\u306e\u3067\u3059\u3002\u304a\u5ba2\u69d8\u306fSapphire Rapids\u306b\u5f15\u304d\u7d9a\u304d\u671f\u5f85\u3092\u5bc4\u305b\u3066\u304a\u308a\u3001HPE\u3068\u3068\u3082\u306b\u65b0\u3057\u3044\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u300cKestrel\u300d\u306e\u96fb\u6e90\u3068\u3057\u3066\u63a1\u7528\u3055\u308c\u307e\u3057\u305f\u3002\u7c73\u56fd\u3067\u958b\u767a\u3055\u308c\u305f<\/p>\n

Kestrel\u306f\u3001\u7c73\u56fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u306e\u56fd\u7acb\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7814\u7a76\u6240\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3001\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u767a\u898b\u3092\u52a0\u901f\u3055\u305b\u308b\u3082\u306e\u3067\u3059\u30022023\u5e74\u306b\u5b8c\u6210\u3059\u308b\u3068\u3001Kestrel\u306fNREL\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e5\u500d\u4ee5\u4e0a\u306e\u6027\u80fd\u3092\u6301\u3061\u3001\u30d4\u30fc\u30af\u6027\u80fd\u306f\u7d0444\u30da\u30bf\u30d5\u30ed\u30c3\u30d7\u30b9\u3068\u306a\u308b\u4e88\u5b9a\u3067\u3059\u3002\u30b3\u30a2\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4ee5\u5916\u3067\u3082\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5305\u62ec\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3088\u308a\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304b\u3089\u30a8\u30c3\u30b8\u306b\u81f3\u308b\u307e\u3067\u3001\u5f53\u793e\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u7bc9\u304d\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002Xeon\u3068FlexRAN\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u5546\u7528DRAM\u306e\u307b\u307c\u3059\u3079\u3066\u306e\u5c55\u958b\u306b\u4f7f\u7528\u3055\u308c\u3066\u304a\u308a\u3001\u5f53\u793e\u306f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u5909\u9769\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001OpenVINO\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068BMW\u30b0\u30eb\u30fc\u30d7\u3084\u30b5\u30e0\u30b9\u30f3\u306a\u3069\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3068\u3082\u306b\u3001\u5de5\u5834\u3084\u533b\u7642\u74b0\u5883\u306b\u304a\u3051\u308b\u30a8\u30c3\u30b8\u3067\u306eAI\u63a8\u8ad6\u63a1\u7528\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001Inspur\u3001Ruijie Networks\u3001Silicom\u3068\u65b0\u3057\u3044FPGA\u30d9\u30fc\u30b9\u306eIPU\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u5354\u696d\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001IPU\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u62e1\u5f35\u3057\u3001\u5b8c\u5168\u306b\u30d7\u30ed\u30b0\u30e9\u30e0\u53ef\u80fd\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u69cb\u7bc9\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002\u30c7\u30a3\u30b9\u30af\u30ea\u30fc\u30c8\u304a\u3088\u3073\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30c6\u30c3\u30c9\u30fb\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u4e8b\u696d\u3067\u306f\u3001\u975e\u5e38\u306b\u65e9\u3044\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002Intel Arc Discrete Graphics \u306e\u6700\u521d\u306e\u88fd\u54c1\u3067\u3042\u308b Alchemist \u306f\u3001Acer\u3001Asus\u3001Dell\u3001HP\u3001Lenovo\u3001Samsung \u306a\u3069\u300150 \u4ee5\u4e0a\u306e\u65b0\u3057\u3044\u30e2\u30d0\u30a4\u30eb\u304a\u3088\u3073\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u8a2d\u8a08\u3067\u9867\u5ba2\u306b\u51fa\u8377\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

Arc\u88fd\u54c1\u7fa4\u306f\u3001\u30e1\u30a4\u30f3\u30b9\u30c8\u30ea\u30fc\u30e0\u304b\u3089\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u307e\u3067\u5e45\u5e83\u304f\u5bfe\u5fdc\u3057\u3001\u4eca\u56db\u534a\u671f\u672b\u306b\u306f\u5e02\u5834\u306b\u6295\u5165\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5206\u91ce\u3067\u306f\u3001\u5f53\u793e\u306eGPU\u300c\u30dd\u30f3\u30c6\u30d9\u30c3\u30ad\u30aa\u300d\u304c\u3059\u3067\u306b\u304a\u5ba2\u69d8\u306b\u30b5\u30f3\u30d7\u30ea\u30f3\u30b0\u3055\u308c\u3066\u3044\u307e\u3059\u3002Ponte Vecchio\u306f\u30011,000\u5104\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u3092\u642d\u8f09\u3057\u3001\u5f53\u793e\u53f2\u4e0a\u6700\u9ad8\u306e\u6f14\u7b97\u5bc6\u5ea6\u3092\u8a87\u308a\u3001Sapphire Rapids\u3068\u3068\u3082\u306b\u3001\u30a2\u30eb\u30b4\u30f3\u30cc\u56fd\u7acb\u7814\u7a76\u6240\u306e2\u30a8\u30af\u30b5\u30d5\u30ed\u30c3\u30d7\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bfAurora\u3092\u99c6\u52d5\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002Ponte Vecchio\u3067\u306f\u3001100\u4ee5\u4e0a\u306eHPC\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u52d5\u4f5c\u3057\u3066\u304a\u308a\u30011\u3064\u306eAPI\u306b\u3088\u3063\u3066\u3001CPU\u3068GPU\u306b\u307e\u305f\u304c\u308b\u7d71\u4e00\u7684\u3067\u30aa\u30fc\u30d7\u30f3\u306a\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u30e2\u30c7\u30eb\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f53\u793e\u306f\u3001Atos\u3001Dell\u3001HPE\u3001Lenovo\u3001Quanta\u3001Super Micro \u306a\u3069\u591a\u6570\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u304a\u3088\u3073\u304a\u5ba2\u69d8\u3068\u5354\u529b\u3057\u3001\u5f53\u793e\u306e HPC \u30c1\u30e5\u30fc\u30cb\u30f3\u30b0\u3055\u308c\u305f CPU \u304a\u3088\u3073 GPU \u3092\u6700\u65b0\u30b7\u30b9\u30c6\u30e0\u306b\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306eIFS\u4e8b\u696d\u3067\u306f\u3001\u5f15\u304d\u7d9a\u304d\u304a\u5ba2\u69d8\u304b\u3089\u5f37\u3044\u71b1\u610f\u3042\u308b\u652f\u6301\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u6f5c\u5728\u7684\u306a\u9867\u5ba2\u3068\u306e\u5f37\u3044\u30d1\u30a4\u30d7\u304c\u3042\u308a\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u306eIP\u958b\u767a\u3082\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u53ce\u76ca\u306b\u3064\u306a\u304c\u308b\u51fa\u8377\u3092\u884c\u3063\u3066\u304a\u308a\u3001\u4eca\u5e74\u3082\u5f15\u304d\u7d9a\u304d\u3001\u30a4\u30f3\u30c6\u30eb16\u30d7\u30ed\u30bb\u30b9\u306e\u5de5\u5834\u3067\u304a\u5ba2\u69d8\u306e\u30c6\u30b9\u30c8\u7528\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

RibbonFET\u3084PowerVia\u306a\u3069\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u6f5c\u5728\u9867\u5ba2\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u6a5f\u80fd\u3067\u3042\u308b\u3053\u3068\u304c\u8a3c\u660e\u3055\u308c\u3066\u304a\u308a\u3001\u30a4\u30f3\u30c6\u30eb18A\u30c7\u30b6\u30a4\u30f3\u30ad\u30c3\u30c8\u306f\u3001\u73fe\u57283\u793e\u306eRAMP-C\u9867\u5ba2\u306b\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u79c1\u304c\u8003\u3048\u3066\u3044\u305f\u3088\u308a\u3082\u5148\u306b\u9032\u3093\u3067\u304a\u308a\u3001IFS\u30c1\u30fc\u30e0\u306e\u9032\u6b69\u306b\u611f\u6fc0\u3057\u3066\u3044\u307e\u3059\u3002\u30e2\u30d3\u30ea\u30c6\u30a3\u5206\u91ce\u3067\u306f\u3001Mobileye\u306fADAS\u3068AV\u306e\u4e21\u65b9\u3067\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3057\u7d9a\u3051\u3066\u304a\u308a\u3001\u5148\u65e5\u30011\u5104\u500b\u76ee\u306eEyeQ SoC\u3092\u51fa\u8377\u3059\u308b\u3068\u3044\u3046\u91cd\u8981\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002CES\u3067\u306f\u30011\u3064\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u306710\u500b\u306eEyeQ 5 SoC\u306e\u6a5f\u80fd\u3092\u679c\u305f\u3057\u3001\u5b8c\u5168\u306a\u81ea\u52d5\u904b\u8ee2\u8eca\u306b\u6700\u9069\u306a\u30d1\u30ef\u30fc\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3088\u3046\u8a2d\u8a08\u3055\u308c\u305fEyeQ Ultra\u3067\u672a\u6765\u3092\u57a3\u9593\u898b\u308b\u3053\u3068\u304c\u51fa\u6765\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u306f\u3001RATP\u30b0\u30eb\u30fc\u30d7\u3068\u5171\u540c\u3067\u3001\u30d1\u30ea\u3067\u521d\u306e\u81ea\u5f8b\u8d70\u884c\u578b\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u5c0e\u5165\u3057\u307e\u3057\u305f\u3002\u30d1\u30ea\u306f\u3001\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u3001\u30df\u30e5\u30f3\u30d8\u30f3\u3001\u30c7\u30c8\u30ed\u30a4\u30c8\u3001\u6771\u4eac\u3001\u30a4\u30b9\u30e9\u30a8\u30eb\u3001\u4e2d\u56fd\u306a\u3069\u3001\u30e2\u30fc\u30d3\u30eb\u30a2\u30a4\u304c\u81ea\u5f8b\u8d70\u884c\u8eca\u306e\u30c6\u30b9\u30c8\u30d5\u30ea\u30fc\u30c8\u3092\u8a66\u9a13\u7684\u306b\u5c0e\u5165\u3057\u3066\u3044\u308b\u5730\u57df\u306e\u4e2d\u3067\u6700\u65b0\u306e\u3082\u306e\u3067\u3059\u3002\u4eca\u5f8c\u306b\u3064\u3044\u3066\u3082\u30012022\u5e74\u306b\u30df\u30e5\u30f3\u30d8\u30f3\u3068\u30c6\u30eb\u30a2\u30d3\u30d6\u3067\u5546\u7528\u30ed\u30dc\u30c3\u30c8\u30bf\u30af\u30b7\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3067\u3059\u300212\u6708\u306b\u767a\u8868\u3057\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u682a\u4e3b\u4fa1\u5024\u306e\u89e3\u653e\u3092\u76ee\u6307\u3057\u3001\u30e2\u30fc\u30d3\u30eb\u30a2\u30a4\u306e\u682a\u5f0f\u516c\u958b\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

\u9806\u8abf\u306b\u9032\u5c55\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u5e74\u5185\u306b\u3055\u3089\u306b\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u6210\u9577\u306e\u305f\u3081\u306b\u3069\u306e\u3088\u3046\u306b\u4e8b\u696d\u3092\u518d\u69cb\u7bc9\u3057\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u306f\u3001\u8fd1\u3005\u958b\u50ac\u3055\u308c\u308b\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30c7\u30a4\u3067\u8a73\u3057\u304f\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u4e2d\u6838\u3068\u306a\u308b\u5f37\u307f\u3092\u6d3b\u304b\u3057\u3066\u8a08\u753b\u3092\u52a0\u901f\u3057\u3001\u4fa1\u5024\u3092\u5275\u9020\u3059\u308b\u305f\u3081\u306b\u3069\u306e\u3088\u3046\u306a\u72ec\u81ea\u306e\u7acb\u5834\u3092\u3068\u3063\u3066\u3044\u308b\u304b\u3001\u8a73\u3057\u304f\u8aac\u660e\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u307e\u305f\u3001\u65b0\u3057\u3044\u5831\u544a\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u63d0\u4f9b\u3059\u308b\u900f\u660e\u6027\u3068\u8aac\u660e\u8cac\u4efb\u306b\u88cf\u6253\u3061\u3055\u308c\u305f\u30012022\u5e74\u306e\u9577\u671f\u8a08\u753b\u304c\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u5b9f\u8a3c\u7684\u306a\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002<\/p>\n

\u6700\u5f8c\u306b\u3001\u7b2c4\u56db\u534a\u671f\u306f\u3001\u7d20\u6674\u3089\u3057\u30442021\u5e74\u3092\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u529b\u5f37\u304f\u7de0\u3081\u304f\u304f\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u3001\u3068\u6539\u3081\u3066\u7533\u3057\u4e0a\u3052\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u6210\u9577\u3059\u308b\u5e02\u5834\u3001\u5f37\u529b\u306a\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3001\u305d\u3057\u3066\u307e\u3059\u307e\u3059\u5805\u5b9f\u306a\u5b9f\u884c\u306b\u3088\u308a\u30012022\u5e74\u306f\u3055\u3089\u306b\u826f\u3044\u5e74\u306b\u306a\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u5b9f\u969b\u3001\u3053\u306e24\u6642\u9593\u306e\u9593\u306b\u3001\u6b27\u5dde\u306e\u4e00\u822c\u88c1\u5224\u6240\u304b\u308911\u5104\u30e6\u30fc\u30ed\u306e\u7f70\u91d1\u3092\u8986\u3059\u5224\u6c7a\u304c\u4e0b\u3055\u308c\u305f\u3053\u3068\u306f\u559c\u3070\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u534a\u5c0e\u4f53\u696d\u754c\u306f\u4eca\u307b\u3069\u7af6\u4e89\u304c\u6fc0\u3057\u304f\u306a\u3044\u306e\u3067\u3001\u4eca\u5f8c\u3082\u6b27\u5dde\u3067\u306e\u6295\u8cc7\u3068\u6210\u9577\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u540c\u6642\u306b\u3001\u3053\u3053\u7c73\u56fd\u3067\u306f\u3001\u6628\u65e5\u3001\u4e0b\u9662\u304cChips Act\u306e\u6cd5\u6848\u3092\u63d0\u51fa\u3057\u3001\u305d\u306e\u9032\u5c55\u304c\u898b\u3089\u308c\u305f\u3053\u3068\u306b\u975e\u5e38\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u5927\u7d71\u9818\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u653f\u6a29\u306e\u30e1\u30f3\u30d0\u30fc\u306f\u3001\u3053\u306e\u5909\u9769\u306e\u305f\u3081\u306e\u6295\u8cc7\u306e\u91cd\u8981\u6027\u3092\u660e\u78ba\u306b\u8ff0\u3079\u3066\u304a\u308a\u3001\u534a\u5c0e\u4f53\u4e0d\u8db3\u306e\u9577\u671f\u7684\u5f71\u97ff\u306b\u5bfe\u51e6\u3057\u3001\u3053\u306e\u91cd\u8981\u306a\u7523\u696d\u306b\u304a\u3051\u308b\u7c73\u56fd\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u56de\u5fa9\u3057\u3001\u4e16\u754c\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u518d\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u5f15\u304d\u7d9a\u304d\u5354\u529b\u3059\u308b\u4e2d\u3067\u3001\u8d85\u515a\u6d3e\u304a\u3088\u3073\u4e8c\u9662\u5236\u306b\u3088\u308b\u5f37\u529b\u306a\u652f\u6301\u3092\u5f97\u3089\u308c\u305f\u3053\u3068\u306f\u5fc3\u5f37\u3044\u3053\u3068\u3067\u3042\u308b\u3002\u305d\u308c\u3067\u306f\u3001Dave\u306b\u8a71\u3092\u8b72\u308a\u307e\u3057\u3087\u3046\u3002<\/p>\n

Dave Zinsner — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30d1\u30c3\u30c8\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u307e\u305a\u6700\u521d\u306b\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u4e00\u54e1\u306b\u306a\u308c\u3066\u672c\u5f53\u306b\u5e78\u305b\u3060\u3068\u8a00\u308f\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u4eca\u306f\u672c\u5f53\u306b\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u306a\u6642\u671f\u3067\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u5909\u9769\u3084\u6210\u9577\u8a08\u753b\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u6a5f\u4f1a\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u30022\u6708\u306e\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30c7\u30a4\u3067\u7686\u69d8\u306b\u3054\u8aac\u660e\u3059\u308b\u8a08\u753b\u304b\u3089\u3001\u9b45\u529b\u7684\u306a\u5229\u76ca\u3068\u682a\u4e3b\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u7d76\u597d\u306e\u6a5f\u4f1a\u304c\u5f97\u3089\u308c\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u5f53\u56db\u534a\u671f\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u3001\u5897\u53ce\u306b\u4f34\u3046\u597d\u8abf\u306a\u30d5\u30ed\u30fc\u30b9\u30eb\u30fc\u306b\u3088\u308a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u3092 190bp \u4e0a\u56de\u308b 55.4%\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u7b2c4\u56db\u534a\u671f\u306eEPS\u306f\u3001\u597d\u8abf\u306a\u4e8b\u696d\u696d\u7e3e\u306b\u3088\u308a\u3001\u5f53\u793e\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u30920.19\u30c9\u30eb\u4e0a\u56de\u308b1.09\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u30022021\u5e74\u901a\u671f\u3067\u306f\u3001\u524d\u56de\u30ac\u30a4\u30c0\u30f3\u30b9\u304b\u308912\u5104\u30c9\u30eb\u5897\u3001\u524d\u5e74\u6bd42\uff05\u5897\u306e747\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001\u904e\u53bb\u6700\u9ad8\u306e\u58f2\u4e0a\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u30022021\u5e74\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f57.7\uff05\u3001EPS\u306f5.47\u30c9\u30eb\u3067\u524d\u5e74\u6bd40.37\u30c9\u30eb\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

2021\u5e74\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f113\u5104\u30c9\u30eb\u3067\u3001\u7d14\u5229\u76ca\u306e\u5897\u52a0\u304c\u7b2c4\u56db\u534a\u671f\u306e\u904b\u8ee2\u8cc7\u672c\u306e\u5909\u52d5\u306b\u3088\u308a\u76f8\u6bba\u3055\u308c\u305f\u305f\u3081\u3001\u4e8b\u524d\u4e88\u60f3\u3088\u308a\u7d0410\u5104\u30c9\u30eb\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u3055\u3066\u3001\u4e8b\u696d\u90e8\u9580\u306b\u76ee\u3092\u5411\u3051\u307e\u3059\u3002CCG\u306f\u30016\u5e74\u9023\u7d9a\u306e\u5897\u53ce\u3068\u306a\u308b\u904e\u53bb\u6700\u9ad8\u306e\u5e74\u9593\u53ce\u76ca\u3092\u9054\u6210\u3057\u3001\u524d\u5e74\u540c\u671f\u6bd41\uff05\u5897\u3001\u30e2\u30c7\u30e0\u3068\u30b3\u30cd\u30af\u30c6\u30c3\u30c9\u30fb\u30db\u30fc\u30e0\u306e\u58f2\u5374\u5206\u3092\u9664\u304f\u30686\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306e\u58f2\u4e0a\u306f\u3001\u5805\u8abf\u306a\u696d\u52d9\u7528\u9700\u8981\u3092\u80cc\u666f\u306b\u3001\u524d\u671f\u6bd45\uff05\u5897\u306e101\u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

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\u6700\u5f8c\u306b\u3001\u30a4\u30f3\u30c6\u30eb\u3067\u306e3\u5e74\u9593\u306b\u7d20\u6674\u3089\u3057\u3044\u696d\u7e3e\u3092\u4e0a\u3052\u3001\u6210\u9577\u4f01\u696d\u3078\u306e\u79fb\u884c\u3092\u958b\u59cb\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u591a\u304f\u306e\u6539\u9769\u3092\u884c\u3063\u305f\u30b8\u30e7\u30fc\u30b8\u306b\u611f\u8b1d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30b8\u30e7\u30fc\u30b8\u304b\u3089\u4e00\u8a00\u305a\u3064\u3054\u6328\u62f6\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u30c7\u30a4\u30d6\u3002\u305d\u308c\u3067\u306fQ&A\u306b\u79fb\u308a\u307e\u3059\u3002\u3044\u3064\u3082\u306e\u3088\u3046\u306b\u3001\u53c2\u52a0\u8005\u304b\u3089\u306e\u8cea\u554f\u306f\u4e00\u4eba\u4e00\u56de\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n

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\u3057\u304b\u3057\u3001\u305d\u306e\u88cf\u5074\u306b\u306f\u30012\u3064\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u304c\u3042\u308a\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u304c\u975e\u5e38\u306b\u597d\u8abf\u3067\u3042\u308b\u3053\u3068\u3002\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u306e\u90e8\u5206\u3092\u898b\u308b\u3068\u30015\u56db\u534a\u671f\u9023\u7d9a\u3067\u524d\u5e74\u540c\u671f\u3092\u4e0b\u56de\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u8cea\u554f\u306f2\u3064\u306b\u5206\u304b\u308c\u307e\u3059\u3002<\/p>\n

1\u3064\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u524d\u5e74\u6bd4\u6210\u9577\u7387\u304c\u56de\u5fa9\u3059\u308b\u306e\u306f\u3044\u3064\u9803\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u6295\u8cc7\u5bb6\u306f\u6700\u7d42\u7684\u306b\u3059\u3079\u3066\u304c\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u306e\u4f01\u696d\u9700\u8981\u306e\u6301\u7d9a\u6027\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u9577\u671f\u7684\u5c55\u671b\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Pat Gelsinger — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u307e\u305f\u3001\u7d20\u6674\u3089\u3057\u30441\u5e74\u306e\u7de0\u3081\u304f\u304f\u308a\u3068\u306a\u308b\u30b3\u30e1\u30f3\u30c8\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002DCG\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u5e74\u521d\u306e\u6d88\u5316\u4e0d\u826f\u304b\u3089\u30b9\u30bf\u30fc\u30c8\u3057\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u3053\u306e1\u5e74\u3092\u901a\u3058\u3066\u3001\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u3067\u9045\u308c\u3092\u53d6\u308a\u623b\u3057\u3001\u52e2\u3044\u3092\u3064\u3051\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u306e\u52e2\u3044\u306f\u6765\u5e74\u3082\u7d9a\u304f\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5148\u307b\u3069\u3054\u8aac\u660e\u3057\u305f\u3088\u3046\u306a\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306e\u6bd4\u8f03\u3082\u53ef\u80fd\u3067\u3059\u3002E&G\u306b\u3064\u3044\u3066\u306f\u3001\u4e0b\u671f\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u7b2c4\u56db\u534a\u671f\u306f\u5e02\u5834\u30b7\u30a7\u30a2\u3082\u9ad8\u304f\u3001\u7d20\u6674\u3089\u3057\u3044\u74b0\u5883\u3067\u3057\u305f\u3002\u304a\u5ba2\u69d8\u304b\u3089\u306f\u3001E&G\u306e\u52e2\u3044\u306f\u6765\u5e74\u3082\u7d9a\u304d\u3001\u975e\u5e38\u306b\u5f37\u3044\u30d0\u30c3\u30af\u30ed\u30b0\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u3042\u308b\u3068\u805e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u4ee5\u524d\u306b\u3082\u304a\u8a71\u3057\u3057\u305f\u3053\u3068\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u3059\u3079\u3066\u304c\u30af\u30e9\u30a6\u30c9\u5316\u3055\u308c\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3068\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u914d\u4fe1\u304c\u30d0\u30e9\u30f3\u30b9\u3088\u304f\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30a2\u3092\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u304c\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30a2\u306e\u307e\u307e\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30a8\u30c3\u30b8\u30d9\u30fc\u30b9\u306e\u52a0\u901f\u3082\u671f\u5f85\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u30fb\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u3082\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u304c\u30012\u5e74\u5f8c\u30013\u5e74\u5f8c\u306b\u5411\u3051\u3066\u306e\u5927\u304d\u306a\u8a71\u984c\u306f\u3001\u30a8\u30c3\u30b8\u306e\u6210\u9577\u306e\u52a0\u901f\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u5206\u91ce\u3067\u306f\u3001Intel\u306f\u30a8\u30c3\u30b8\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u5f37\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u975e\u5e38\u306b\u9ad8\u3044\u5e02\u5834\u30b7\u30a7\u30a2\u30015G\u306b\u304a\u3051\u308b\u63a8\u8ad6\u3068AI\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u306f\u975e\u5e38\u306b\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u6765\u5e74\u306f\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3001E&G\u306e\u7d99\u7d9a\u7684\u306a\u30b5\u30b9\u30c6\u30ca\u30d3\u30ea\u30c6\u30a3\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u5f37\u307f\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3001\u30a8\u30c3\u30b8\u306e\u7206\u767a\u7684\u306a\u6210\u9577\u306b\u3088\u3063\u3066\u3001\u771f\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u304c\u751f\u307e\u308c\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n

John Pitzer — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

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Ross Seymore — Deutsche Bank — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u597d\u8abf\u306a\u5e74\u672b\u3092\u304a\u559c\u3073\u304f\u3060\u3055\u3044\u3002\u305d\u3057\u3066\u3001George\u306b\u611f\u8b1d\u3057\u3001Dave\u306b\u304a\u3081\u3067\u3068\u3046\u3092\u8a00\u3044\u305f\u3044\u3002\u3055\u3066\u3001\u8a71\u306f\u5909\u308f\u308a\u307e\u3059\u304c\u3001\u30d1\u30c3\u30c8\u3055\u3093\u3001PC\u5e02\u5834\u306b\u3064\u3044\u3066\u304a\u8a71\u3092\u4f3a\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3042\u306a\u305f\u306fPC\u5e02\u5834\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u306f\u3001\u3042\u306a\u305f\u304c\u697d\u89b3\u7684\u3067\u3042\u308b\u3053\u3068\u306e\u6839\u62e0\u3092\u5c11\u3057\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u4e2d\u3067\u3001\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3001\u8208\u5473\u6df1\u3044\u5728\u5eab\u52d5\u614b\u306b\u3064\u3044\u3066\u3082\u304a\u8a71\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u4eca\u5e74\u5ea6\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001Analyst Day\u3092\u3042\u307e\u308a\u524d\u9762\u306b\u62bc\u3057\u51fa\u3059\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u4eca\u5e74\u306e\u6210\u9577\u3078\u306e\u671f\u5f85\u3001\u307e\u305f\u3001\u5728\u5eab\u306e\u5897\u52a0\u3068\u4e0d\u8db3\u306e\u7d99\u7d9a\u3092\u3069\u306e\u3088\u3046\u306b\u8abf\u6574\u3059\u308b\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022021\u5e74\u306f\u3001PC\u306b\u3068\u3063\u3066\u3001\u7d20\u6674\u3089\u3057\u3044\u3068\u306f\u8a00\u3048\u306a\u3044\u307e\u3067\u3082\u3001\u672c\u5f53\u306b\u826f\u3044\u5e74\u3067\u3057\u305f\u3002\u73fe\u5728\u3001\u307b\u3068\u3093\u3069\u306e\u4e88\u6e2c\u3067\u306f\u3001\u6628\u5e74\u306e\u6210\u9577\u7387\u309215%\u7a0b\u5ea6\u3068\u898b\u7a4d\u3082\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

IDC Canalys\u306e\u4e88\u6e2c\u3067\u306f\u3001\u6765\u5e74\u306f\u63a7\u3048\u3081\u306a\u6210\u9577\u7387\u306b\u306a\u308b\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u6628\u65e5Sacha\u304c\u8a00\u3063\u305f\u3053\u3068\u3068\u5168\u304f\u540c\u3058\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u6765\u5e74\u306e\u5e02\u5834\u306f\u69cb\u9020\u7684\u306b\u5927\u304d\u304f\u306a\u308a\u3001\u6570\u30d1\u30fc\u30bb\u30f3\u30c8\u306e\u6210\u9577\u304c\u898b\u8fbc\u3081\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u9867\u5ba2\u30d3\u30b8\u30cd\u30b9\u3082\u5f15\u304d\u7d9a\u304d\u6210\u9577\u3055\u305b\u3089\u308c\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u88fd\u54c1\u30e9\u30a4\u30f3\u30a2\u30c3\u30d7\u3082\u307e\u3059\u307e\u3059\u5145\u5b9f\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u9867\u5ba2\u5e02\u5834\u30b7\u30a7\u30a2\u3082\u975e\u5e38\u306b\u9ad8\u3044\u4f4d\u7f6e\u306b\u3042\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4e00\u65b9\u3001\u5728\u5eab\u306b\u3064\u3044\u3066\u306f\u3001\u9700\u8981\u306b\u8ffd\u3044\u3064\u304f\u305f\u3081\u306b\u3001\u6b74\u53f2\u7684\u306a\u4f4e\u6c34\u6e96\u306e\u5728\u5eab\u3092\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u4fdd\u6709\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30d1\u30ef\u30fc\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3084\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u7528LED\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3001\u305d\u306e\u4ed6\u57fa\u677f\u3084\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u5206\u91ce\u3067\u5927\u5e45\u306a\u4f9b\u7d66\u4e0d\u8db3\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u591a\u304f\u306e\u8ab2\u984c\u304c\u3042\u308b\u305f\u3081\u3001\u304a\u5ba2\u69d8\u5168\u4f53\u306b\u4f9b\u7d66\u554f\u984c\u304c\u751f\u3058\u3066\u3044\u307e\u3059\u3002\u6765\u5e74\u306b\u5411\u3051\u3066\u3001\u3053\u3046\u3057\u305f\u554f\u984c\u304c\u7de9\u548c\u3055\u308c\u3001\u696d\u754c\u5168\u4f53\u304c\u3088\u308a\u6b63\u5e38\u306a\u72b6\u614b\u306b\u623b\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u306e\u6c34\u6e96\u306f\u3001\u4eca\u5e741\u5e74\u9593\u307b\u3068\u3093\u3069\u30bc\u30ed\u3067\u3057\u305f\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u7279\u306b\u30c1\u30e3\u30cd\u30eb\u3084\u8ca9\u58f2\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u3068\u3063\u3066\u306f\u521d\u3081\u3066\u306e\u3053\u3068\u3067\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u8ca9\u58f2\u3059\u308b\u305f\u3081\u306e\u6750\u6599\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u591a\u304f\u306e\u53cd\u97ff\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u5168\u4f53\u3068\u3057\u3066\u3001PC\u306f\u307e\u3059\u307e\u3059\u5728\u5b85\u52e4\u52d9\u3084\u81ea\u5b85\u3067\u306e\u5b66\u7fd2\u74b0\u5883\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u304a\u308a\u3001Windows 11\u306b\u3088\u3063\u3066\u5f37\u529b\u306a\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u30b5\u30a4\u30af\u30eb\u304c\u5c0e\u5165\u3055\u308c\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u591a\u304f\u306e\u826f\u3044\u8ffd\u3044\u98a8\u3068\u7d20\u6674\u3089\u3057\u3044\u88fd\u54c1\u7fa4\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u9818\u57df\u3067\u306f\u3001\u7d20\u6674\u3089\u3057\u30441\u5e74\u306b\u306a\u308a\u305d\u3046\u3067\u3059\u3002<\/p>\n

Ross Seymore — Deutsche Bank — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30d1\u30c3\u30c8\u3055\u3093\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30b8\u30e7\u30bb\u30d5\u30fb\u30e0\u30fc\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30b8\u30e7\u30bb\u30d5\u30fb\u30e0\u30fc\u30a2 — \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u8cc7\u672c\u652f\u51fa\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u307e\u305f\u3001Analyst Day\u3067\u6271\u3046\u3088\u3046\u306a\u5185\u5bb9\u306b\u306f\u8e0f\u307f\u8fbc\u307f\u305f\u304f\u306a\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30aa\u30cf\u30a4\u30aa\u5dde\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306b\u3064\u3044\u3066\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3042\u307e\u308a\u5927\u304d\u306a\u751f\u7523\u80fd\u529b\u3092\u898b\u8fbc\u3081\u306a\u3044\u3068\u3044\u3046\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u65e2\u5b58\u306ex86\u30d3\u30b8\u30cd\u30b9\u3068\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3084\u305d\u306e\u4ed6\u306e\u6a5f\u4f1a\u3068\u3092\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001\u3069\u306e\u7a0b\u5ea6\u306e\u5272\u5408\u3092\u5360\u3081\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u307e\u305f\u3001\u4eca\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u3001\u5efa\u7269\u3068\u8a2d\u5099\u306e\u3069\u3061\u3089\u304c\u591a\u3044\u3067\u3059\u304b\uff1f<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30e7\u30fc\u3002\u3067\u306f\u3001\u3055\u3063\u305d\u304fDave\u306b\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u5168\u4f53\u7684\u306b\u8a00\u3048\u308b\u3053\u3068\u306f\u3001\u4f9b\u7d66\u9762\u3067\u306e\u5236\u7d04\u304c\u3042\u308b\u305f\u3081\u3001\u8cc7\u672c\u7684\u306a\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u69cb\u7bc9\u3059\u308b\u4e0a\u3067\u3001\u591a\u304f\u306e\u9045\u308c\u3092\u53d6\u308a\u623b\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u306e\u3046\u3061\u306e\u3044\u304f\u3064\u304b\u304c\u8ffd\u3044\u3064\u304f\u3053\u3068\u3067\u3059\u3002\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u30014\u5e74\u9593\u30675\u3064\u306e\u6280\u8853\u3092\u958b\u767a\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u6253\u3061\u51fa\u3057\u305f\u30b9\u30de\u30fc\u30c8\u30ad\u30e3\u30c3\u30d7\u6226\u7565\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4eca\u65e5\u3001\u79c1\u305f\u3061\u304c\u5897\u5f37\u3067\u304d\u308b\u306f\u305a\u306e\u30b7\u30a7\u30eb\u3092\u7121\u6599\u3067\u624b\u306b\u5165\u308c\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u30b7\u30a7\u30eb\u306e\u751f\u7523\u80fd\u529b\u3092\u3082\u3046\u5c11\u3057\u5897\u3084\u305b\u3070\u3044\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u306e\u68da\u3092\u4f5c\u308a\u306a\u304c\u3089\u3001\u3069\u3053\u3067\u3069\u306e\u3088\u3046\u306b\u4f7f\u3046\u306e\u304c\u30d9\u30b9\u30c8\u306a\u306e\u304b\u3092\u5224\u65ad\u3057\u3066\u3044\u304f\u306e\u3067\u3059\u3002\u30a2\u30ea\u30be\u30ca\u5dde\u3084\u30aa\u30cf\u30a4\u30aa\u5dde\u3067\u306e\u5897\u8a2d\u306f\u3001\u81ea\u793e\u88fd\u54c1\u3060\u3051\u3067\u306a\u304f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u4e8b\u696d\u306e\u305f\u3081\u306e\u751f\u7523\u80fd\u529b\u5897\u5f37\u306b\u3082\u3064\u306a\u304c\u308b\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30fc\u3067\u306f\u3001\u3053\u306e\u70b9\u3092\u3088\u308a\u660e\u78ba\u306b\u8aac\u660e\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u307e\u305f\u3001Dave\u304c\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea — \u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u8cc7\u672c\u7684\u5074\u9762\u3068\u3001\u793e\u5185\u306e\u751f\u7523\u80fd\u529b\u306b\u95a2\u3059\u308b\u6700\u65b0\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001Dave\u3001\u4ed6\u306b\u4f55\u304b\u4ed8\u3051\u52a0\u3048\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

Dave Zinsner — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u307e\u305a\u6700\u521d\u306b\u3001\u30d1\u30c3\u30c8\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u4e00\u54e1\u306b\u306a\u308c\u3066\u672c\u5f53\u306b\u5e78\u305b\u3067\u3059\u3002\u76ee\u306e\u524d\u306b\u3042\u308b\u306e\u306f\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u306a\u6a5f\u4f1a\u3067\u3001IDM 2.0\u306e\u4e00\u54e1\u306b\u306a\u308c\u308b\u3053\u3068\u306f\u3001\u3053\u308c\u4ee5\u4e0a\u306a\u3044\u307b\u3069\u5b09\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u591a\u304f\u306e\u682a\u4e3b\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u6a5f\u4f1a\u304c\u305f\u304f\u3055\u3093\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u5b9f\u969b\u3001\u79c1\u305f\u3061\u304c\u4eca\u3084\u3063\u3066\u3044\u308b\u3053\u3068\u306e\u3072\u3068\u3064\u306b\u30015\uff05\u306e\u914d\u5f53\u5897\u984d\u304c\u3042\u308a\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u79c1\u306e\u7b2c1\u56db\u534a\u671f\u306b\u3068\u3063\u3066\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059 –\u3002<\/p>\n

Joseph Moore — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u914d\u5f53\u91d1\u306e\u5f15\u304d\u4e0a\u3052<\/p>\n

\u30c7\u30a4\u30d6\u30fb\u30b8\u30f3\u30b9\u30ca\u30fc — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30b8\u30e7\u30fc\u3001\u30d1\u30c3\u30c8\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u300122\u5e74\u4ee5\u964d\u306e\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u306f\u3001\u3082\u3063\u3068\u8a73\u7d30\u306a\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u30012021\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u5272\u5408\u3092\u632f\u308a\u8fd4\u308b\u3068\u3001\u304a\u3088\u305d60%\u304c\u8a2d\u5099\u300140%\u304c\u30b9\u30da\u30fc\u30b9\u69cb\u7bc9\u3067\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u5c11\u306a\u304f\u3068\u3082\u6628\u5e74\u306e\u6bd4\u7387\u306f\u305d\u3046\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3082\u3061\u308d\u3093\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u5909\u5316\u3057\u3066\u3044\u304f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u5927\u307e\u304b\u306a\u6570\u5b57\u306e\u5927\u304d\u3055\u306f\u304a\u308f\u304b\u308a\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Joseph Moore — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Stacy Rasgon — \u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001\u7686\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5728\u5eab\u306b\u95a2\u3059\u308b\u30b3\u30e1\u30f3\u30c8\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u4e00\u5ea6\u6398\u308a\u4e0b\u3052\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5728\u5eab\u3092\u5897\u3084\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001PC\u306e\u6570\u91cf\u306f\u524d\u5e74\u6bd418%\u6e1b\u3067\u3057\u305f\u306d\u3002<\/p>\n

PC\u5e02\u5834\u306f\u524d\u5e74\u6bd418%\u6e1b\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u5728\u5eab\u3092\u7a4d\u307f\u4e0a\u3052\u3066\u3044\u308b\u3088\u3046\u306b\u306f\u898b\u3048\u307e\u305b\u3093\u3002\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u3001\u5728\u5eab\u304c\u6d41\u51fa\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u30d1\u30fc\u30c4\u3060\u3051\u306b<\/p>\n

\u3067\u306f\u3001\u3069\u3046\u3059\u308c\u3070\u305d\u306e\u8f2a\u3092\u5e83\u3052\u3089\u308c\u308b\u306e\u304b\uff1f\u3069\u3046\u3059\u308c\u3070\u3044\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Dave\u304bGeorge\u3001\u3069\u3061\u3089\u304b\u304c\u5bfe\u5fdc\u3057\u307e\u3059\u304b\uff1f<\/p>\n

\u30b8\u30e7\u30fc\u30b8\u30fb\u30c7\u30a4\u30d3\u30b9 — \u524d\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3061\u3087\u3063\u3068\u3060\u3051\u30b3\u30e1\u30f3\u30c8\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u6628\u5e74\u7b2c4\u56db\u534a\u671f\u306fCCG\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u5927\u304d\u306a\u56db\u534a\u671f\u3067\u3001\u7279\u306b\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u3068\u30a8\u30f3\u30c8\u30ea\u30fc\u5411\u3051\u306eSKU\u304c\u597d\u8abf\u3067\u3057\u305f\u3002\u7279\u306b2021\u5e74\u5f8c\u534a\u304b\u3089\u306f\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u3084\u30a8\u30f3\u30c8\u30ea\u30fc\u5411\u3051\u304b\u3089\u3001\u3044\u308f\u3086\u308b\u30d3\u30c3\u30b0\u30fb\u30b3\u30a2\u306e\u30ce\u30fc\u30c8PC\u3084\u30c7\u30b9\u30af\u30c8\u30c3\u30d7PC\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u306f\u672c\u5f53\u306b\u843d\u3061\u8fbc\u3093\u3067\u3044\u307e\u3057\u305f\u304c\u3001\u4eca\u306f\u529b\u5f37\u304f\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002CCG\u306e\u524d\u5e74\u6bd4\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u5c11\u3057\u8003\u3048\u3066\u307f\u307e\u3059\u3068\u3001\u78ba\u304b\u306bTAM\u3088\u308a\u4f4e\u3044\u6210\u9577\u7387\u306b\u898b\u3048\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30e2\u30c7\u30e0\u3084\u30db\u30fc\u30e0\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u306e\u64a4\u9000\u304c\u524d\u5e74\u6bd4\u306b\u4e0e\u3048\u305f\u5f71\u97ff\u3092\u8003\u616e\u3059\u308b\u3068\u30016\u30dd\u30a4\u30f3\u30c8\u7a0b\u5ea6\u306e\u6210\u9577\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u5927\u624b\u306e\u304a\u5ba2\u3055\u307e\u304c\u5782\u76f4\u7d71\u5408\u3092\u6c7a\u3081\u305f\u3053\u3068\u3067\u3001\u3055\u3089\u306b6\u30dd\u30a4\u30f3\u30c8\u307b\u3069\u4f38\u3073\u307e\u3057\u305f\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u5168\u4f53\u7684\u306a\u6210\u9577\u30d1\u30bf\u30fc\u30f3\u306f\u3001\u524d\u5e74\u6bd4\u306e\u30df\u30c3\u30af\u30b9\u306e\u95a2\u4fc2\u3067\u5c11\u3057\u7570\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306e\u5909\u5316\u3092\u8003\u616e\u3059\u308b\u3068\u3001TAM\u306b\u5bfe\u3059\u308b\u6210\u9577\u7387\u306f\u696d\u754c\u5168\u4f53\u306e\u6210\u9577\u7387\u3068\u307b\u307c\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Stacy Rasgon — Bernstein Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fJP\u30e2\u30eb\u30ac\u30f3\u306e\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c6\u30eb\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30c1\u30fc\u30e0\u306f\u9806\u8abf\u306a\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u521d\u671f\u306e\u5951\u7d04\u306f\u597d\u8abf\u306e\u3088\u3046\u3067\u3059\u306d\u3002\u79c1\u304cIFS\u306e\u6f5c\u5728\u7684\u306a\u9867\u5ba2\u3067\u3001\u4eca\u65e5\u304b\u3089\u8a2d\u8a08\u3092\u59cb\u3081\u308b\u3068\u3057\u305f\u3089\u3001\u73fe\u5b9f\u7684\u306b\u306f\u3001\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u304c\u88fd\u9020\u306b\u9593\u306b\u5408\u3046\u306e\u306f\u3001\u63a7\u3048\u3081\u306b\u898b\u3066\u3082\u5c11\u306a\u304f\u3068\u30822\u5e74\u5f8c\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001IFS\u306e\u9867\u5ba2\u306f20A\u308418A\u306e\u30ce\u30fc\u30c9\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u30012024\u5e74\u30842025\u5e74\u3068\u3044\u3046\u6642\u9593\u67a0\u304c\u3042\u308b\u3001\u3068\u3044\u3046\u4ee5\u524d\u306e\u30b3\u30e1\u30f3\u30c8\u3068\u3082\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001IFS\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u5927\u898f\u6a21\u306a\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u3001\u305d\u308c\u306f2024\u5e74\u304b\u3001\u3042\u308b\u3044\u306f2025\u5e74\u9803\u307e\u3067\u7d9a\u304f\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

IFS\u306e\u305f\u3081\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u307b\u3068\u3093\u3069\u306f2\uff5e3\u5e74\u9045\u308c\u3066\u884c\u308f\u308c\u3001\u4eca\u5f8c2\uff5e3\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u591a\u304f\u306f\u3001\u30b3\u30a2\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u884c\u308f\u308c\u308b\u3068\u3044\u3046\u8003\u3048\u65b9\u306f\u6b63\u3057\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Pat Gelsinger — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u306a\u305f\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001\u307b\u307c\u6b63\u3057\u3044\u6b21\u5143\u306e\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u91cd\u8981\u306a\u3053\u3068\u306f\u3001\u3042\u306a\u305f\u304c\u8a00\u3063\u305f\u3053\u3068\u3092\u88dc\u8db3\u3059\u308b\u3068\u300124\u5e74\u300125\u5e74\u306b\u8cc7\u672c\u3092\u6295\u5165\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u306b\u306f\u300122\u5e74\u300123\u5e74\u306b\u30b7\u30a7\u30eb\u3092\u69cb\u7bc9\u3057\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4f8b\u3048\u3070Ohio\u306e\u767a\u8868\u3067\u306f\u3001\u81ea\u793e\u88fd\u54c1\u3084\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u9867\u5ba2\u3067\u57cb\u3081\u3089\u308c\u308b\u3088\u3046\u306a\u30b7\u30a7\u30eb\u3092\u4f5c\u3063\u3066\u3044\u308b\u3001\u3068\u8a00\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u3057\u304b\u3057\u3001Intel 3\u3084\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u9867\u5ba2\u5411\u3051\u306eIntel 18A\u306e\u7acb\u3061\u4e0a\u3052\u304c\u59cb\u307e\u308b\u3068\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u307b\u3068\u3093\u3069\u306f\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u30ed\u30fc\u30c9\u3068\u306a\u308a\u300124\u5e74\u306825\u5e74\u306b\u672c\u683c\u7684\u306b\u7acb\u3061\u4e0a\u304c\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u305f\u3081\u306e\u30b7\u30a7\u30eb\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u309222\u5e74\u300123\u5e74\u306b\u69cb\u7bc9\u3057\u59cb\u3081\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u4ed6\u306e\u30b3\u30e1\u30f3\u30c8\u3067\u3059\u304c\u3001\u30a4\u30f3\u30c6\u30eb16\u306e\u304a\u5ba2\u69d8\u306e\u4e2d\u306b\u306f\u3001\u6765\u5e74\u304b\u3089\u7acb\u3061\u4e0a\u3052\u304c\u59cb\u307e\u308b\u88fd\u54c1\u3082\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u73fe\u5728\u3059\u3067\u306b\u9032\u884c\u4e2d\u306e\u30c7\u30b6\u30a4\u30f3\u30fb\u30b9\u30bf\u30fc\u30c8\u306b\u3088\u308a\u300123\u5e74\u306b\u306f\u30a4\u30f3\u30c6\u30eb16\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u88fd\u54c1\u3067\u53ce\u76ca\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30a4\u30f3\u30c6\u30eb3\u306f24\u5e74\u304b\u3089\u3001\u30a4\u30f3\u30c6\u30eb18A\u306f25\u5e74\u4ee5\u964d\u306b\u8ca2\u732e\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u9806\u8abf\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u300c\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u304a\u5ba2\u69d8\u306f\u3059\u3067\u306b\u3044\u3089\u3063\u3057\u3083\u3044\u307e\u3059\u3057\u3001\u305d\u306e\u53ce\u76ca\u306f\u4eca\u5e74\u306e\u7b2c4\u56db\u534a\u671f\u306b\u3059\u3067\u306b\u59cb\u307e\u3063\u3066\u3044\u307e\u3059\u300d\u3068\u3082\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4e00\u90e8\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u6709\u6599\u30b5\u30fc\u30d3\u30b9\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u305d\u308c\u4ee5\u524d\u306b\u3082\u8ca2\u732e\u3057\u59cb\u3081\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u4e16\u754c\u306f\u3088\u308a\u591a\u304f\u306e\u5bb9\u91cf\u3092\u6b32\u3057\u3066\u3044\u307e\u3059\u3002\u4e16\u754c\u306f\u6700\u5148\u7aef\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u80fd\u529b\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u5206\u91ce\u304b\u3089\u975e\u5e38\u306b\u5f37\u3044\u95a2\u5fc3\u3092\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6700\u5148\u7aef\u306e\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30e2\u30d0\u30a4\u30eb\u3001\u7523\u696d\u3001\u305d\u3057\u3066\u660e\u3089\u304b\u306b\u81ea\u52d5\u8eca\u306e\u304a\u5ba2\u69d8\u306a\u3069\u3001\u975e\u5e38\u306b\u5e45\u5e83\u3044\u304a\u5ba2\u69d8\u304c\u30a4\u30f3\u30c6\u30eb\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fb\u30b5\u30fc\u30d3\u30b9\u306b\u8208\u5473\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u52e2\u3044\u306f\u7559\u307e\u308b\u3068\u3053\u308d\u3092\u77e5\u308a\u307e\u305b\u3093\u3002<\/p>\n

Harlan Sur — J.P. Morgan — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30ea\u30e4\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n

Vivek Arya — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3001\u305d\u3057\u3066\u30b8\u30e7\u30fc\u30b8\u306b\u611f\u8b1d\u3057\u3001\u30c7\u30a4\u30d6\u3092\u6b53\u8fce\u3057\u307e\u3059\u3002\u30b0\u30ed\u30b9\u30fb\u30de\u30fc\u30b8\u30f3\u306b\u3064\u3044\u3066\u3001\u77ed\u671f\u7684\u306a\u8cea\u554f\u3068\u9577\u671f\u7684\u306a\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u77ed\u671f\u7684\u306b\u306f\u300152%\u3068\u3044\u3046\u6570\u5b57\u306f\u5e74\u9593\u3092\u901a\u3058\u3066\u3069\u306e\u3088\u3046\u306b\u63a8\u79fb\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u4eca\u3059\u3050\u5177\u4f53\u7684\u306a\u6570\u5b57\u3092\u51fa\u305d\u3046\u3068\u3057\u306a\u3044\u306e\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306a\u6570\u5b57\u3092\u4eca\u7533\u3057\u4e0a\u3052\u306a\u3044\u306e\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u6570\u5b57\u304c\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3057\u3066\u3044\u304f\u306e\u304b\u3001\u307e\u305f\u305d\u306e\u4e3b\u306a\u8981\u56e0\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3053\u306e\u6c34\u6e96\u304c\u5e95\u5024\u306a\u306e\u304b\u5929\u4e95\u306a\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u5e73\u5747\u7684\u306a\u6c34\u6e96\u306a\u306e\u304b\u3001\u305d\u306e\u3042\u305f\u308a\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u9577\u671f\u7684\u306a\u5f71\u97ff\u3068\u3057\u3066\u3001\u30d5\u30a1\u30d6\u30ec\u30b9\u3067\u3042\u308b\u4e3b\u8981\u306a\u7af6\u5408\u4ed6\u793e\u304c\u3001Intel\u304c\u8a08\u753b\u3057\u3066\u3044\u308b\u3088\u3046\u306a\u8a2d\u5099\u6295\u8cc7\u3092\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u307b\u307c\u540c\u3058\u7c97\u5229\u76ca\u7387\u3067\u3042\u308b\u3053\u3068\u3092\u3069\u3046\u6298\u308a\u5408\u3044\u3092\u3064\u3051\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30a4\u30f3\u30c6\u30eb\u304c\u5927\u304d\u306a\u65e2\u5b58\u6a29\u76ca\u3092\u6301\u3064\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u3044\u3064\u304b\u3089\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u767a\u63ee\u3067\u304d\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Dave Zinsner — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u307e\u305a\u306f\u3001\u30d1\u30c3\u30c8\u3055\u3093\u304b\u3089\u4fa1\u683c\u306b\u3064\u3044\u3066\u306e\u8aac\u660e\u3092\u53d7\u3051\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30c7\u30a4\u3067\u4eca\u5e74\u5ea6\u306b\u3064\u3044\u3066\u3082\u3063\u3068\u8a73\u3057\u304f\u8aac\u660e\u3057\u3001\u9577\u671f\u7684\u306a\u5c55\u671b\u3092\u304a\u4f1d\u3048\u3059\u308b\u3064\u3082\u308a\u3060\u3068\u3044\u3046\u306e\u306f\u3054\u6307\u6458\u306e\u3068\u304a\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u6b21\u306e\u3088\u3046\u306a\u30b3\u30e1\u30f3\u30c8\u306b\u57fa\u3065\u3044\u3066\u3001\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u5c11\u3057\u8003\u3048\u3066\u3044\u305f\u3060\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30a4\u30f3\u30c6\u30eb\u306e\u4ee3\u8868\u3068\u3057\u3066\u30d1\u30c3\u30c8\u3068\u30b8\u30e7\u30fc\u30b8\u304c\u51fa\u5e2d\u3057\u305f\u7b2c3\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u306f\u3001\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u3068\u305d\u308c\u306b\u4f34\u3046\u7acb\u3061\u4e0a\u3052\u30b3\u30b9\u30c8\u306e\u4e21\u9762\u304b\u3089\u6295\u8cc7\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308a\u300110\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u306e\u7acb\u3061\u4e0a\u3052\u304c\u5fc5\u8981\u3067\u3042\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3092\u5727\u8feb\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u3053\u3067\u5f7c\u3089\u306f\u3001\u6280\u8853\u7684\u306a\u89b3\u70b9\u304b\u3089\u8ffd\u3044\u3064\u304f\u305f\u3081\u306b\u5fc5\u8981\u306a\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u6c34\u6e96\u3092\u300151%\u304b\u308953%\u306e\u7bc4\u56f2\u306b\u8a2d\u5b9a\u3057\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u7bc4\u56f2\u5185\u3067\u3042\u308b52%\u306b\u53ce\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5e74\u9593\u3067\u306f51%\u304b\u308953%\u306e\u7bc4\u56f2\u3067\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6570\u5b57\u306b\u306f\u591a\u5c11\u306e\u5909\u52d5\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e51%\u304b\u308953%\u306e\u30ec\u30f3\u30b8\u306f\u3001\u5f53\u9762\u306e\u9593\u3001\u79c1\u305f\u3061\u306e\u81ea\u4fe1\u4f5c\u3067\u3059\u3002\u305d\u306e\u5f8c\u3001\u6280\u8853\u9762\u3067\u3082\u88fd\u54c1\u9762\u3067\u3082\u30ea\u30fc\u30c0\u30fc\u7684\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u623b\u308c\u3070\u3001\u3082\u3061\u308d\u3093\u3001\u3055\u3089\u306b\u5411\u4e0a\u3055\u305b\u308b\u30c1\u30e3\u30f3\u30b9\u306f\u7d76\u5bfe\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n

2\u6708\u306e\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30c7\u30a4\u3067\u306f\u3001\u305d\u306e\u8a3c\u62e0\u3092\u304a\u898b\u305b\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u305c\u3072\u304a\u8d8a\u3057\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3057\u3066\u3001\u9577\u671f\u7684\u306a\u30de\u30fc\u30b8\u30f3\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u30012\u3064\u307b\u3069\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u3059\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u88fd\u54c1\u3001\u30d7\u30ed\u30bb\u30b9\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3001\u305d\u3057\u3066\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306e\u512a\u308c\u305f\u30b1\u30a4\u30c7\u30f3\u30b9\u304c\u5b9f\u73fe\u3059\u308c\u3070\u3001\u3053\u308c\u3089\u306f\u3046\u307e\u304f\u52a0\u901f\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u524d\u56de\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3057\u305f5\u5e74\u9593\u306e\u3046\u3061\u306e\u5f8c\u534a\u306b\u306f\u3001\u30de\u30fc\u30b8\u30f3\u304c\u56de\u5fa9\u3057\u3066\u304f\u308b\u3060\u308d\u3046\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u8981\u56e0\u304c\u8ca2\u732e\u3057\u3001\u305d\u306e\u7d50\u679c\u3001\u5f53\u793e\u306e\u30de\u30fc\u30b8\u30f3\u306f\u9577\u671f\u7684\u306b\u4e0a\u6607\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u3001\u9577\u671f\u7684\u306a\u30de\u30fc\u30b8\u30f3\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30d3\u30b8\u30cd\u30b9\u306e\u30de\u30fc\u30b8\u30f3\u7bc4\u56f2\u306e\u4e0b\u9650\u3068\u3001\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u88fd\u54c1\u306e\u4e0a\u9650\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u69cb\u6210\u3055\u308c\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u6295\u8cc7\u5bb6\u5411\u3051\u8aac\u660e\u4f1a\u3067\u3088\u308a\u8a73\u3057\u304f\u8aac\u660e\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u9577\u671f\u7684\u306b\u898b\u308c\u3070\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u69cb\u9020\u7684\u306b\u512a\u308c\u305f\u30de\u30fc\u30b8\u30f3\u30e2\u30c7\u30eb\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u696d\u754c\u3067\u306f\u8ab0\u3082\u304c\u6025\u6fc0\u306a\u30a4\u30f3\u30d5\u30ec\u3084\u30d5\u30a1\u30f3\u30c9\u30ea\u30fc\u30b3\u30b9\u30c8\u3092\u898b\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u5f53\u793e\u306e\u5de5\u5834\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f\u3001\u696d\u754c\u306e\u4ed6\u306e\u4f01\u696d\u304c\u9054\u6210\u3067\u304d\u306a\u3044\u3001\u3088\u308a\u30d0\u30e9\u30f3\u30b9\u306e\u3068\u308c\u305f\u30b3\u30b9\u30c8\u69cb\u9020\u3092\u4f5c\u308a\u51fa\u3059\u591a\u304f\u306e\u6a5f\u4f1a\u3092\u4e0e\u3048\u3066\u304f\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u7d20\u6674\u3089\u3057\u3044\u30de\u30fc\u30b8\u30f3\u898b\u901a\u3057\u3001\u7d20\u6674\u3089\u3057\u3044\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001\u305d\u3057\u3066\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u6a5f\u4f1a\u3092\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306f\u3001\u4f9b\u7d66\u3001\u30de\u30fc\u30b8\u30f3\u5275\u51fa\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u5275\u51fa\u306b\u304a\u3044\u3066\u3001\u696d\u754c\u306e\u4ed6\u306e\u3069\u306e\u4f01\u696d\u3088\u308a\u3082\u975e\u5e38\u306b\u5927\u304d\u306a\u512a\u4f4d\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u975e\u5e38\u306b\u5f37\u529b\u306a\u65b9\u6cd5\u3067\u7d71\u5408\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

Vivek Arya — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b7\u30c6\u30a3\u306e\u30af\u30ea\u30b9\u30fb\u30c0\u30cd\u30ea\u30fc\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

Chris Danely — Citi — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u682a\u4e3b\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306bMobileye\u3092\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u3055\u305b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u8ab0\u3082\u304c\u597d\u3080\u3068\u3053\u308d\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u682a\u4e3b\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u30a2\u30eb\u30c6\u30e9\u3092\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u3055\u305b\u308b\u3053\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u304b\u3001\u307e\u305f\u306f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e2\u30fc\u30d3\u30eb\u30a2\u30a4\u793e\u306e\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u306b\u3064\u3044\u3066\u306f\u3001\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u306e\u4ef6\u306b\u95a2\u3057\u3066\u306f\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u9069\u5b9c\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u90e8\u5206\u7684\u306a\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u3068\u306a\u308b\u305f\u3081\u3001\u30a4\u30f3\u30c6\u30eb\u3068\u9ad8\u3044\u95a2\u4fc2\u3092\u6301\u3064Mobileye\u306b\u3068\u3063\u3066\u306f\u3001\u5f15\u304d\u7d9a\u304d\u5b9f\u8cea\u7684\u306a\u4fa1\u5024\u5275\u9020\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u4eca\u5f8c\u306e\u9032\u5c55\u306b\u5fdc\u3058\u3066\u66f4\u65b0\u3057\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u52d5\u304d\u3092\u691c\u8a0e\u3059\u308b\u306e\u306f\u3001\u3053\u308c\u304c\u6700\u5f8c\u3068\u306f\u8a00\u3044\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u4fa1\u5024\u5275\u9020\u306e\u65b9\u7a0b\u5f0f\u3067\u3042\u308a\u3001\u5c06\u6765\u7684\u306b\u306f\u30a4\u30f3\u30c6\u30eb\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u304b\u3089\u306e\u3053\u306e\u3088\u3046\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u4ed6\u306e\u5206\u91ce\u3082\u3042\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u3053\u308c\u306f\u5f37\u529b\u306a\u4fa1\u5024\u5275\u9020\u306e\u30e2\u30c7\u30eb\u3067\u3042\u308a\u3001\u696d\u754c\u3067\u884c\u4f7f\u3057\u3066\u3044\u304f\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u73fe\u6642\u70b9\u3067\u306f\u4ed6\u306b\u5177\u4f53\u7684\u306a\u8a71\u306f\u3057\u3066\u3044\u307e\u305b\u3093\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3067\u3082\u3001\u3053\u308c\u304b\u3089\u3082\u6765\u3066\u304f\u3060\u3055\u3044\u3002\u3044\u3044\u8a71\u304c\u305f\u304f\u3055\u3093\u3067\u304d\u308b\u306f\u305a\u3067\u3059\u3002<\/p>\n

Chris Danely — Citi — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fUBS\u306e\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30ad\u30e5\u30ea\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Timothy Arcuri — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d1\u30c3\u30c8\u3055\u3093\u3001DCG\u3068\u30b5\u30fc\u30d0\u30fc\u306e\u30b7\u30a7\u30a2\u306b\u3064\u3044\u3066\u304a\u8003\u3048\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u30b5\u30d5\u30a1\u30a4\u30a2\u30fb\u30e9\u30d4\u30c3\u30ba\u306e\u7af6\u4e89\u529b\u304c\u9ad8\u307e\u308b\u306e\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u3057\u304b\u3057\u3001Gen\u306f\u305d\u306e\u3059\u3050\u4e0a\u6d41\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b7\u30a7\u30a2\u304c\u25cb\uff05\u4ee5\u4e0b\u306b\u306a\u3089\u306a\u3044\u3088\u3046\u306a\u7dda\u5f15\u304d\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30b5\u30fc\u30d0\u30fc\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u304b\u3001\u5168\u4f53\u50cf\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u4fa1\u683c\u7af6\u4e89\u529b\u3092\u9ad8\u3081\u308b\u305f\u3081\u306e\u95be\u5024\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Pat Gelsinger — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u88fd\u54c1\u30e9\u30a4\u30f3\u306f\u3088\u308a\u7af6\u4e89\u529b\u3092\u5897\u3057\u3066\u3044\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002Sapphire Rapids\u300d\u306f\u3001\u3088\u308a\u5f37\u529b\u306a\u88fd\u54c1\u306b\u306a\u308b\u306f\u305a\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3059\u3067\u306bIce Lake\u3068\u6bd4\u8f03\u3057\u3066\u3001\u88fd\u54c1\u30e9\u30a4\u30f3\u306e\u7af6\u4e89\u529b\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u5b9f\u611f\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306eIce Lake\u306e\u6570\u5b57\u306f\u975e\u5e38\u306b\u3088\u304b\u3063\u305f\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u3001\u4eca\u5e74\u306e\u7b2c1\u56db\u534a\u671f\u304b\u3089\u7b2c3\u56db\u534a\u671f\u307e\u3067\u306e\u51fa\u8377\u53f0\u6570\u306b\u5339\u6575\u3059\u308b\u6570\u5b57\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001Ice Lake\u306f\u6539\u5584\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

Sapphire Rapids\u306f\u3055\u3089\u306b\u826f\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u7af6\u5408\u4ed6\u793e\u304c\u88fd\u54c1\u3092\u63d0\u4f9b\u3057\u3001\u5f53\u793e\u304c\u6b21\u306e\u88fd\u54c1\u3092\u63d0\u4f9b\u3059\u308b\u3068\u3044\u3046\u3088\u3046\u306b\u3001\u7af6\u5408\u4ed6\u793e\u3068\u306e\u9593\u3067\u591a\u5c11\u306e\u884c\u304d\u6765\u304c\u3042\u308b\u3053\u3068\u306f\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u308c\u307e\u3067\u306b\u3082\u7533\u3057\u4e0a\u3052\u3066\u304d\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u5206\u91ce\u3067\u63fa\u308b\u304e\u306a\u3044\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u767a\u63ee\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u5f53\u793e\u306e\u88fd\u54c1\u30c1\u30fc\u30e0\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30fb\u30c1\u30fc\u30e0\u3001\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u3001\u5de5\u5834\u80fd\u529b\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u3001\u30ea\u30fc\u30c0\u30fc\u7684\u88fd\u54c1\u3092\u751f\u307f\u51fa\u3059\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u4e0e\u3048\u3066\u304f\u308c\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u6280\u8853\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u9577\u671f\u7684\u306b\u3086\u308b\u304e\u306a\u3044\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u767a\u63ee\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u3059\u3067\u306b\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u30b5\u30fc\u30d0\u30fc\u88fd\u54c1\u306e\u591a\u304f\u304c\u5f53\u793e\u306e\u5de5\u5834\u3067\u751f\u7523\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u512a\u308c\u305f\u30b3\u30b9\u30c8\u69cb\u9020\u3092\u6301\u3064\u3053\u3068\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30de\u30fc\u30b8\u30f3\u3082\u30b3\u30b9\u30c8\u3082\u3001\u305d\u3057\u3066\u751f\u7523\u80fd\u529b\u3082\u3001\u3088\u308a\u6709\u5229\u306a\u7acb\u5834\u306b\u7acb\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3082\u6570\u591a\u304f\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u5f8c\u958b\u50ac\u3055\u308c\u308b\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30fc\u306e\u4e2d\u3067\u3001\u3082\u3046\u5c11\u3057\u30d3\u30b8\u30cd\u30b9\u306e\u6b21\u5143\u3092\u9ad8\u3081\u3066\u3044\u304d\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

Timothy Arcuri — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30d1\u30c3\u30c8\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b3\u30fc\u30a6\u30a7\u30f3\u306e\u30de\u30c3\u30c8\u30fb\u30e9\u30e0\u30bc\u30a4\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f<\/p>\n

Matt Ramsay — Cowen and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3053\u3093\u306b\u3061\u306f\u3001\u7686\u3055\u3093\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u58f2\u4e0a\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u304c\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306710\u30dd\u30a4\u30f3\u30c8\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u70b9\u3092\u5c11\u3057\u6398\u308a\u4e0b\u3052\u3066\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30b9\u30e9\u30a4\u30c9\u3084\u30ea\u30ea\u30fc\u30b9\u3067\u306f\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u9023\u90a6\u653f\u5e9c\u306e\u8cbb\u7528\u306b\u3064\u3044\u3066\u89e6\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u3092\u5b9a\u91cf\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3088\u308a\u5927\u304d\u306a\u7591\u554f\u306f\u3001Ice Lake\u306e\u7acb\u3061\u4e0a\u3052\u306b\u3088\u308a\u3001DCG\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u304c10\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u30fb\u30ce\u30fc\u30c9\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u3053\u3067\u8cea\u554f\u3067\u3059\u304c\u3001DCG\u306e\u30de\u30fc\u30b8\u30f3\u304c\u6539\u5584\u3055\u308c\u308b\u306b\u306f\u3001Granite Rapids\u307e\u3067\u88fd\u54c1\u30bb\u30c3\u30c8\u3092\u9032\u5316\u3055\u305b\u300110\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u304b\u3089\u8131\u5374\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001Sapphire Rapids\u3067\u306f\u300110\u30ca\u30ce\u306e\u307e\u307e\u3001\u3088\u308a\u5c0f\u3055\u306a\u30bf\u30a4\u30eb\u3092\u4f7f\u3063\u305f\u30bf\u30a4\u30eb\u578b\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3067\u30de\u30fc\u30b8\u30f3\u304c\u56de\u5fa9\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Pat Gelsinger — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3067\u306f\u3001Dave\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Dave Zinsner — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u79c1\u304c\u59cb\u3081\u307e\u3059\u3002\u306f\u3044\u3002\u3064\u307e\u308a\u3001DCG\u4e8b\u696d\u306e\u55b6\u696d\u5229\u76ca\u7387\u306b\u3064\u3044\u3066\u3001\u53b3\u5bc6\u306b\u6b69\u3051\u3070\u3044\u3044\u306e\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u305110\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u88c5\u7f6e\u306e\u7acb\u3061\u4e0a\u3052\u304c\u3042\u308a\u3001\u305d\u306e\u5f71\u97ff\u3067\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u4f4e\u4e0b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306b\u95a2\u9023\u3059\u308b\u7acb\u3061\u4e0a\u3052\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u3001\u305d\u308c\u304c\u7c97\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u308b\u8981\u56e0\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u306f\u78ba\u304b\u3067\u3059\u3002\u307e\u305f\u3001E&G\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u9023\u90a6\u653f\u5e9c\u304b\u3089\u8ab2\u305b\u3089\u308c\u305f\u4e00\u6642\u7684\u306a\u8cbb\u7528\u304c\u3042\u308a\u3001\u3053\u308c\u3082\u55b6\u696d\u5229\u76ca\u7387\u306b\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002\u6700\u5f8c\u306b\u3001\u5148\u307b\u3069\u3082\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u5f53\u793e\u306f\u7814\u7a76\u958b\u767a\u306b\u304a\u3051\u308b\u88fd\u54c1\u6280\u8853\u3078\u306e\u6295\u8cc7\u3092\u5f15\u304d\u7d9a\u304d\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u8a2d\u5099\u6295\u8cc7\u3082\u5897\u52a0\u3057\u3001\u55b6\u696d\u5229\u76ca\u7387\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u30d1\u30c3\u30c8\u304c4\u534a\u671f\u307b\u3069\u524d\u306b\u6253\u3061\u51fa\u3057\u305f\u8a08\u753b\u306b\u6cbf\u3063\u3066\u5b9f\u884c\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u79c1\u305f\u3061\u304c\u3053\u306e\u6642\u70b9\u3067\u671b\u3093\u3067\u3044\u305f\u4f1a\u793e\u306e\u5c06\u6765\u50cf\u306e\u4e00\u90e8\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u305d\u3057\u3066\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u3001\u3053\u306e\u4e8b\u696d\u306e\u55b6\u696d\u5229\u76ca\u7387\u3092\u518d\u3073\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u7d76\u5bfe\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u3067\u306f5\u5e74\u9593\u3001\u65b0\u3057\u3044\u30ce\u30fc\u30c9\u3092\u5897\u8a2d\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u8a00\u3046\u306e\u306f\u6065\u305a\u304b\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u7d50\u679c\u3001\u3053\u306e\u4e8b\u696d\u3067\u306f\u660e\u3089\u304b\u306b\u55b6\u696d\u5229\u76ca\u7387\u304c\u305d\u308c\u307b\u3069\u9ad8\u304f\u306a\u3044\u306f\u305a\u306e\u9818\u57df\u3067\u63a8\u79fb\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u901a\u5e38\u306e\u30b5\u30a4\u30af\u30eb\u3067\u306f\u3042\u308a\u3048\u306a\u3044\u307b\u3069\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u3067\u7a3c\u50cd\u3057\u3066\u304d\u305f\u305f\u3081\u3067\u3059\u3002\u73fe\u5728\u306f\u300110\u53f0\u306e\u30ce\u30fc\u30c9\u3092\u7a4d\u6975\u7684\u306b\u5897\u5f37\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u30017\u30a4\u30f3\u30c1\u30684\u30a4\u30f3\u30c1\u306e\u30b3\u30b9\u30c8\u3082\u4e0a\u6607\u3055\u305b\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n

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\u30b9\u30ea\u30cb\u30fb\u30d1\u30b8\u30e5\u30ea — SMBC\u65e5\u8208\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30c7\u30a4\u30d6\u30fb\u30b8\u30f3\u30b9\u30ca\u30fc — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

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Srini Pajjuri — SMBC\u65e5\u8208\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

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Ambrish Srivastava — BMO Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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\u30d1\u30c3\u30c8\u30fb\u30b2\u30eb\u30b7\u30f3\u30ac\u30fc — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
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\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
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 <\/p>\n","protected":false},"excerpt":{"rendered":"

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