{"id":1205,"date":"2022-03-06T20:51:31","date_gmt":"2022-03-06T11:51:31","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1205"},"modified":"2022-03-06T20:51:31","modified_gmt":"2022-03-06T11:51:31","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%83%9e%e3%83%bc%e3%83%99%e3%83%ab%e3%83%bb%e3%83%86%e3%82%af%e3%83%8e%e3%83%ad%e3%82%b8%e3%83%bc%e3%83%bb%e3%82%b0%e3%83%ab%e3%83%bc%e3%83%97-nsdqmrvl-2022","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1205","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u6c7a\u7b97\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304c\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u306e\u74b0\u5883\u3067\u306f\u53b3\u3057\u3044\u3067\u3059\u304c\u826f\u3044\u9298\u67c4\u306a\u306e\u3067\u5b89\u5024\u3067\u62fe\u3063\u3066\u3044\u304d\u305f\u3044\u3068\u601d\u3063\u3066\u307e\u3059\u3002<\/p>\n

\"\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7

\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )\u682a\u4fa1<\/p><\/div>\n

\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

2022\u5e7403\u670803\u65e5 16\u664245\u5206<\/p>\n

Call participants:
\nAshish Saran — Vice President, Investor Relations
\nMatt Murphy — President and Chief Executive Officer
\nJean Hu — Chief Financial Officer
\nTimothy Arcuri — UBS — Analyst
\nVivek Arya — Bank of America Merrill Lynch — Analyst
\nJohn Pitzer — Credit Suisse — Analyst
\nC.J. Muse — Evercore ISI — Analyst
\nBlayne Curtis — Barclays — Analyst
\nJoe Moore — Morgan Stanley — Analyst
\nTore Svanberg — Stifel Financial Corp. — Analyst
\nSrini Pajjuri — Nikko Securities — Analyst
\nHarlan Sur — J.P. Morgan — Analyst
\nChristopher Rolland — Susquehanna International Group — Analyst
\nGary Mobley — Wells Fargo Securities — Analyst
\nMatt Ramsay — Cowen and Company — Analyst
\nMore MRVL analysis<\/p>\n

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

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\u30a2\u30b7\u30b7\u30e5\u30fb\u30b5\u30e9\u30f3 — \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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\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u307e\u305f\u3001\u8907\u6570\u306e\u5148\u9032\u30d7\u30ed\u30bb\u30b9\u30fb\u30ce\u30fc\u30c9\u3092\u5358\u4e00\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u7d71\u5408\u3059\u308b\u305f\u3081\u306e\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u304a\u3088\u3073 3 \u6b21\u5143\u30d1\u30c3\u30b1 \u30fc\u30b8\u6280\u8853\u3082\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8cb7\u53ce\u306f\u3001\u6025\u6210\u9577\u3059\u308b\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e02\u5834\u3078\u306e\u53c2\u5165\u3092\u5927\u304d\u304f\u524d\u9032\u3055\u305b\u308b\u3082\u306e\u3067\u3057\u305f\u3002Marvell\u3068Inphi\u306e\u30c1\u30fc\u30e0\u306f\u3001\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306e\u5353\u8d8a\u6027\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3001\u304a\u5ba2\u69d8\u306e\u6210\u529f\u306b\u5bfe\u3059\u308b\u60c5\u71b1\u306b\u57fa\u3065\u304f\u975e\u5e38\u306b\u4f3c\u305f\u4fa1\u5024\u89b3\u3092\u5171\u6709\u3057\u3066\u3044\u307e\u3059\u3002\u4e21\u30c1\u30fc\u30e0\u306f\u5168\u793e\u7684\u306b\u975e\u5e38\u306b\u3046\u307e\u304f\u7d71\u5408\u3055\u308c\u3066\u304a\u308a\u3001\u5171\u540c\u3067\u5f53\u793e\u306e\u80fd\u529b\u3092\u65b0\u305f\u306a\u9ad8\u307f\u3078\u3068\u5f15\u304d\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u4e2d\u6838\u3092\u62c5\u3046Inphi\u306f\u3001\u6b21\u4e16\u4ee3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u95a2\u3059\u308b\u72ec\u81ea\u306e\u898b\u8b58\u3092\u6709\u3057\u3066\u3044\u307e\u3059\u3002Inphi\u30c1\u30fc\u30e0\u306f\u3001\u30c6\u30a3\u30a21\u306e\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u3068\u6df1\u3044\u95a2\u4fc2\u3092\u7bc9\u3044\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u3001\u5f53\u793e\u306e\u30af\u30e9\u30a6\u30c9\u6700\u9069\u5316\u30b7\u30ea\u30b3\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6210\u529f\u306a\u3069\u3001\u7d71\u5408\u4f1a\u793e\u306b\u3068\u3063\u3066\u3055\u3089\u306a\u308b\u6a5f\u4f1a\u3092\u5f15\u304d\u51fa\u3059\u4e0a\u3067\u975e\u5e38\u306b\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8cb7\u53ce\u306f\u3001\u8cb7\u53ce\u5f8c\u6700\u521d\u306e\u56db\u534a\u671f\u3067\u975eGAAP\u30d9\u30fc\u30b9\u306e\u53ce\u76ca\u306b\u8ca2\u732e\u3057\u30012022\u5e74\u5ea6\u306b\u306f\u5f53\u793e\u306e\u53d6\u5f15\u30e2\u30c7\u30eb\u3092\u4e0a\u56de\u308b\u53ce\u76ca\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u5f53\u793e\u306f\u3001Innovium\u793e\u306e\u8cb7\u53ce\u306b\u3088\u3063\u3066\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u3092\u3055\u3089\u306b\u88dc\u5b8c\u3057\u3001\u540c\u793e\u306e\u6700\u5148\u7aef\u306e\u30af\u30e9\u30a6\u30c9\u6700\u9069\u5316\u30b9\u30a4\u30c3\u30c1\u3092\u3001\u30de\u30fc\u30d9\u30eb\u306e\u6a5f\u80fd\u8c4a\u5bcc\u306a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u304a\u3088\u3073\u30ad\u30e3\u30ea\u30a2\u5411\u3051\u30b9\u30a4\u30c3\u30c1\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u8ffd\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30a4\u30ce\u30d3\u30a6\u30e0\u306e\u30c1\u30fc\u30e0\u306f\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u3001\u30de\u30fc\u30d9\u30eb\u306e5\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u6280\u8853\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u5e83\u7bc4\u306aSerDes IP\u3092\u6d3b\u7528\u3057\u3066\u3001\u6b21\u4e16\u4ee351.2T\u30b9\u30a4\u30c3\u30c1\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u958b\u767a\u306f\u3001\u5f53\u793e\u306e\u96fb\u6c17\u5149\u5b66DSP\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3068\u5bc6\u63a5\u306b\u9023\u643a\u3057\u3066\u304a\u308a\u3001\u6d88\u8cbb\u96fb\u529b\u3068\u6027\u80fd\u3092\u6700\u9069\u5316\u3057\u305f\u5b8c\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u304a\u5ba2\u69d8\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002Marvell\u3068Innovium\u306e\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30fb\u30b9\u30a4\u30c3\u30c1\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u9b45\u529b\u7684\u3067\u3042\u308b\u3053\u3068\u304c\u8a3c\u660e\u3055\u308c\u3066\u304a\u308a\u3001\u4e2d\u3067\u3082\u30a2\u30b8\u30a2\u306e\u30c6\u30a3\u30a21\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u304b\u3089\u65b0\u3057\u3044\u30c7\u30b6\u30a4\u30f3\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3055\u3089\u306b\u8907\u6570\u306e\u304a\u5ba2\u69d8\u3068\u5951\u7d04\u3057\u3066\u304a\u308a\u3001\u3053\u306e\u6025\u6210\u9577\u5e02\u5834\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u8db3\u8de1\u3092\u3055\u3089\u306b\u62e1\u5927\u3057\u3066\u3044\u304d\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u53ce\u76ca\u306b\u8a71\u3092\u79fb\u3057\u307e\u3059\u30022022\u5e74\u5ea6\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u5f53\u793e\u88fd\u54c1\u3078\u306e\u5805\u8abf\u306a\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u3001\u524d\u5e74\u5ea6\u6bd450\uff05\u5897\u306e44\u51046,000\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u6709\u6a5f\u7684\u306aMarvell\u4e8b\u696d\u3068\u8cb7\u53ce\u3057\u305fInphi\u4e8b\u696d\u304c\u3068\u3082\u306b\u6210\u9577\u306b\u5927\u304d\u304f\u8ca2\u732e\u3057\u307e\u3057\u305f\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30015G\u3001\u81ea\u52d5\u8eca\u306e\u5404\u30a8\u30f3\u30c9\u5e02\u5834\u3067\u306e\u6210\u529f\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u3053\u308c\u3089\u306f\u5408\u308f\u305b\u3066\u524d\u5e74\u5ea6\u304b\u3089\u53ce\u76ca\u3092\u500d\u5897\u3055\u305b\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u30fb\u30a8\u30f3\u30c9\u5e02\u5834\u3082\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u6bd443%\u5897\u3068\u306a\u308a\u3001\u9a5a\u7570\u7684\u306a1\u5e74\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u5f8c\u534a\u3067\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u306b\u304a\u3051\u308b\u30a4\u30f3\u30d5\u30e9\u306e\u9577\u671f\u7684\u306a\u66f4\u65b0\u671f\u9593\u306e\u958b\u59cb\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u8a73\u7d30\u306a\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u53d6\u308a\u7d44\u307f\u3068\u3001\u8ca9\u58f2\u5e97\u5411\u3051\u88fd\u54c1\u306e\u30b7\u30a7\u30a2\u62e1\u5927\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u7372\u5f97\u304c\u76f8\u307e\u3063\u3066\u3001\u4f01\u696d\u5411\u3051\u30d3\u30b8\u30cd\u30b9\u304c\u6301\u7d9a\u7684\u306b\u6210\u9577\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u5411\u3051\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u5e02\u5834\u306b\u304a\u3051\u308b\u65b0\u305f\u306a\u53ce\u76ca\u62e1\u5927\u306e\u8981\u56e0\u306b\u3064\u3044\u3066 \u3082\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n

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\u3057\u304b\u3057\u3001\u6b21\u4e16\u4ee3\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306f\u3001AI\u3001ML\u3001\u305d\u306e\u4ed6\u306e\u30c7\u30fc\u30bf\u96c6\u7d04\u578b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u30b7\u30e7\u30fc\u30c8\u30ea\u30fc\u30c1\u63a5\u7d9a\u306f1\u30ec\u30fc\u30f3\u3042\u305f\u308a100\u30ae\u30ac\u306e\u9ad8\u3044\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u306b\u307e\u3067\u62bc\u3057\u4e0a\u3052\u3089\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u901f\u5ea6\u3067\u306f\u3001\u30d1\u30c3\u30b7\u30d6\u96fb\u6c17\u30b1\u30fc\u30d6\u30eb\u306f\u5230\u9054\u8ddd\u96e2\u3068\u6027\u80fd\u306b\u5927\u304d\u306a\u5236\u7d04\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8ab2\u984c\u3092\u514b\u670d\u3059\u308b\u305f\u3081\u3001\u696d\u754c\u3067\u306f\u3001\u9ad8\u5ea6\u306aDSP\u3092\u5fc5\u8981\u3068\u3059\u308bADC\u3068\u547c\u3070\u308c\u308b\u30a2\u30af\u30c6\u30a3\u30d6\u96fb\u6c17\u30b1\u30fc\u30d6\u30eb\u306b\u76ee\u3092\u5411\u3051\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u9700\u8981\u306b\u5fdc\u3048\u308b\u305f\u3081\u3001\u30de\u30fc\u30d9\u30eb\u306f\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308bPAM4\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u57fa\u3065\u304d\u3001ADC\u5e02\u5834\u5411\u3051\u306b\u696d\u754c\u521d\u306e400\u30ae\u30ac\u304a\u3088\u3073800\u30ae\u30acDSP\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u5f53\u793e\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u3060\u3051\u3067\u306a\u304f\u3001\u3059\u3079\u3066\u306e\u4e3b\u8981\u30b1\u30fc\u30d6\u30eb\u30e1\u30fc\u30ab\u30fc\u3068\u9023\u643a\u3057\u3066\u3001\u30aa\u30fc\u30d7\u30f3\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u5f53\u793e\u306e\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308bDSP\u306b\u3088\u308a\u3001\u5927\u624b\u30b1\u30fc\u30d6\u30eb\u30d9\u30f3\u30c0\u30fc\u306f\u6700\u521d\u306eADC\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u958b\u767a\u3092\u5b8c\u4e86\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u8907\u6570\u306e\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u3068\u3082\u5354\u529b\u3057\u3001\u3053\u306e\u65b0\u305f\u306a\u6210\u9577\u6a5f\u4f1a\u3092\u751f\u304b\u3059\u3079\u304f\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u30b9\u30c8\u30ec\u30fc\u30b8\u5206\u91ce\u3067\u306f\u3001\u5f53\u793e\u306e\u5148\u9032\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068 PCIe \u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u5b9f\u884c\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051 SSD \u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u306e\u65b0\u3057\u3044\u30c7\u30b6\u30a4\u30f3 \u30a6\u30a3\u30f3 \u304c\u7d99\u7d9a\u7684\u306b\u3082\u305f\u3089\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f53\u56db\u534a\u671f\u306b\u306f\u3001\u3055\u3089\u306b2\u793e\u306eNAND\u30e1\u30fc\u30ab\u30fc\u3067\u5f53\u793e\u306ePCIe Gen 5\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u306e\u8a2d\u8a08\u3092\u7372\u5f97\u3057\u3001\u5408\u8a083\u793e\u304c\u30de\u30fc\u30d9\u30eb\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u4eca\u5f8c\u3001\u5f53\u793e\u306e\u30c1\u30fc\u30e0\u306f\u3001PCIe Gen 6\u306e\u958b\u767a\u3082\u9032\u3081\u3066\u304a\u308a\u3001\u304a\u5ba2\u69d8\u306f\u5f53\u793e\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u6b21\u306b\u30012023\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30a8\u30f3\u30c9\u5e02\u5834\u306b\u5bfe\u3059\u308b\u671f\u5f85\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u524d\u56db\u534a\u671f\u6bd4\u3067\u306f1\u6841\u53f0\u534a\u3070\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306f2\u500d\u4ee5\u4e0a\u306e\u5897\u53ce\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

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\u305d\u308c\u3067\u306f\u3001\u6700\u8fd1\u306e\u696d\u7e3e\u3068\u898b\u901a\u3057\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u3001\u30b8\u30fc\u30f3\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002<\/p>\n

\u30b8\u30e3\u30f3\u30fb\u30d5\u30fc — \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n

\u30de\u30c3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3001\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u307e\u305a\u30012022 \u5e74\u5ea6\u306e\u696d\u7e3e\u6982\u8981\u304b\u3089\u304a\u8a71\u3057\u3057\u307e\u3059\u30022022\u5e74\u5ea6\u306e\u696d\u7e3e\u306f\u3001\u904e\u53bb\u6700\u9ad8\u306e\u58f2\u4e0a\u9ad8\u3068\u53ce\u76ca\u6027\u3092\u9054\u6210\u3059\u308b\u3068\u3068\u3082\u306b\u3001\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u5e02\u5834\u304b\u3089\u306e\u9577\u671f\u7684\u306a\u529b\u5f37\u3044\u6210\u9577\u3092\u4fc3\u3059\u305f\u3081\u306e\u7a4d\u6975\u7684\u306a\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u3001\u5927\u5909\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u5ea6\u6bd450\uff05\u5897\u306e44\u51046,000\u4e07\u30c9\u30eb\u3068\u5927\u5e45\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n

GAAP\u30d9\u30fc\u30b9\u306e\u7c97\u5229\u76ca\u7387\u306f46.3\uff05\u3001\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u305f\u308a\u306eGAAP\u30d9\u30fc\u30b9\u306e\u640d\u5931\u306f0.53\u30c9\u30eb\u3067\u3057\u305f\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f64.9%\u3067\u3001160\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u5f53\u793e\u304c\u304a\u5ba2\u69d8\u306b\u63d0\u4f9b\u3059\u308b\u4fa1\u5024\u3068\u5dee\u5225\u5316\u306e\u5411\u4e0a\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u53ce\u76ca\u306e\u4f38\u3073\u3068\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u62e1\u5927\u3001\u306a\u3089\u3073\u306b\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306b\u3088\u308b\u5f37\u529b\u306a\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u3001\u5f53\u5e74\u5ea6\u306e \u53ce\u76ca\u306e\u529b\u5f37\u3044\u4f38\u3073\u3092\u3082\u305f\u3089\u3057\u307e\u3057\u305f\u3002\u975e GAAP \u578b\u55b6\u696d\u5229\u76ca\u7387\u306f 24.2\uff05\u304b\u3089 32.8\uff05\u3078\u3068 860bp \u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u975e GAAP \u578b\u306e 1 \u682a\u5f53\u305f\u308a\u5229\u76ca\u306f\u3001\u524d\u5e74\u5ea6\u6bd4 71\uff05\u5897\u306e 1.57 \u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u6b21\u306b\u3001\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306e\u58f2\u4e0a\u306f13\u51044,300\u4e07\u30c9\u30eb\u3067\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u5024\u3092\u4e0a\u56de\u308a\u3001\u524d\u56db\u534a\u671f\u6bd411\uff05\u3001\u524d\u5e74\u540c\u671f\u6bd468\uff05 \u306e\u5897\u53ce\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u5f53\u793e\u6700\u5927\u306e\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u3001\u9023\u7d50\u58f2\u4e0a\u9ad8\u306e43\uff05\u3092\u5360\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u6b21\u3044\u3067\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u304c19\uff05\u3001\u30ad\u30e3\u30ea\u30a2\u30fb\u30a4\u30f3\u30d5\u30e9\u304c18\uff05\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u304c14\uff05\u3001 \u81ea\u52d5\u8eca\u7523\u696d\u304c6\uff05\u306e\u9806\u3068\u306a\u308a\u307e\u3057\u305f\u3002GAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f51.1\uff05\u3067\u3057\u305f\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u306f8\u51047,700\u4e07\u30c9\u30eb\uff08\u58f2\u4e0a\u9ad8\u306e65.3\uff05\uff09\u3067\u3001\u3053\u308c\u3082\u5f53\u793e\u306e\u5f37\u529b\u306aIP\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u4e3b\u8981\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u53cd\u6620\u3057\u305f\u8c4a\u5bcc\u306a\u30d7\u30ed\u30c0\u30af\u30c8\u30df\u30c3\u30af\u30b9\u304c\u3082\u305f\u3089\u3057\u305f\u8a18\u9332\u3067\u3059\u3002GAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u8cbb\u7528\u306f6\u51045,200\u4e07\u30c9\u30eb\u3067\u3001\u3053\u308c\u306b\u306f\u682a\u5f0f\u5831\u916c\u8cbb\u7528\u3001\u8cb7\u53ce\u3057\u305f\u7121\u5f62\u56fa\u5b9a\u8cc7\u7523\u306e\u511f\u5374\u8cbb\u3001\u6cd5\u7684\u89e3\u6c7a\u3001\u8cb7\u53ce\u30fb\u5206\u5272\u95a2\u9023\u8cbb\u7528\u304c\u542b\u307e\u308c\u307e\u3059\u3002<\/p>\n

\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u8cbb\u7528\u306f3\u51049,000\u4e07\u30c9\u30eb\u3067\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u7bc4\u56f2\u306e\u4e0b\u9650\u3068\u306a\u308a\u307e\u3057\u305f\u3002GAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f3,500\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f4\u51048,700\u4e07\u30c9\u30eb\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd4115\uff05\u5897\u3068\u306a\u308a\u3001\u58f2\u4e0a\u9ad8\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u6210\u9577\u3092\u9042\u3052\u307e\u3057\u305f\u3002\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u5f37\u529b\u306a\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u53cd\u6620\u3057\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f\u904e\u53bb\u6700\u9ad8\u306e36.3%\u3092\u9054\u6210\u3057\u3001\u524d\u5e74\u5ea6\u304b\u3089790\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u306e\u6539\u5584\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u5f53\u56db\u534a\u671f\u306eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u308a\u5229\u76ca\u306f0.01\u30c9\u30eb\u3067\u3057\u305f\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f0.50\u30c9\u30eb\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd472\uff05\u5897\u3068\u306a\u308a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u5024\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u6b21\u306b\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u3059\u3002\u5f53\u56db\u534a\u671f\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u3088\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306f3\u51044,600\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u529b\u5f37\u3044\u53ce\u76ca\u6210\u9577\u3092\u652f\u3048\u308b\u305f\u3081\u306b\u904b\u8ee2\u8cc7\u672c\u306b\u5927\u5e45\u306a\u6295\u8cc7\u3092\u884c\u3044\u306a\u304c\u3089\u3001\u5f37\u529b\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u5275\u51fa\u3057\u305f\u3053\u3068\u3092\u559c\u3070\u3057\u304f\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u73fe\u91d1\u914d\u5f53\u306b\u3088\u308a5,100\u4e07\u30c9\u30eb\u3092\u682a\u4e3b\u306b\u9084\u5143\u3057\u307e\u3057\u305f\u3002\u7b2c4\u56db\u534a\u671f\u672b\u306e\u73fe\u91d1\u30fb\u9810\u91d1\u304a\u3088\u3073\u73fe\u91d1\u540c\u7b49\u7269\u306f6\u51041,400\u4e07\u30c9\u30eb\u3001\u9577\u671f\u501f\u5165\u91d1\u306f45\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002\u7dcf\u6709\u5229\u5b50\u8ca0\u50b5\u5bfeEBITDA\u500d\u7387\u306f2.6\u500d\u3001\u7d14\u6709\u5229\u5b50\u8ca0\u50b5\u5bfeEBITDA\u500d\u7387\u306f2.3\u500d\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u5f53\u793e\u306f\u30012023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u672b\u307e\u3067\u306b\u76ee\u6a19\u3068\u3059\u308b\u7dcf\u6709\u5229\u5b50\u8ca0\u50b5\u5bfeEBITDA\u500d\u73872\u500d\u3092\u9054\u6210\u3067\u304d\u308b\u898b\u8fbc\u307f\u3067\u3042\u308a\u3001\u305d\u306e\u6642\u70b9\u306b\u304a\u3044\u3066\u81ea\u793e\u682a\u8cb7\u3044\u3092\u518d\u958b\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u672b\u306e\u68da\u5378\u8cc7\u7523\u306f7\u51042,000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u3053\u306e\u5728\u5eab\u6b8b\u9ad8\u306e\u3046\u306139\u767e\u4e07\u30c9\u30eb\u306f\u3001\u8cfc\u5165\u4fa1\u683c\u4f1a\u8a08\u306b\u3088\u308b\u30a4\u30ce\u30f4\u30a3\u30a2\u30e0\u304b\u3089\u306e\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u30a2\u30c3\u30d7\u306f\u3001\u4eca\u5f8c2\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u511f\u5374\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u4e88\u60f3\u3055\u308c\u308b\u53ce\u76ca\u306e\u6025\u62e1\u5927\u3092\u652f\u3048\u308b\u305f\u3081\u3001\u4f5c\u696d\u5de5\u7a0b\u5728\u5eab\u3092\u5897\u52a0\u3055\u305b\u307e\u3057\u305f\u3002\u8981\u7d04\u3059\u308b\u3068\u3001\u30de\u30fc\u30d9\u30eb\u306e\u30c1\u30fc\u30e0\u306f\u975e\u5e38\u306b\u512a\u308c\u305f\u696d\u7e3e\u3092\u4e0a\u3052\u3001\u58f2\u4e0a\u9ad8\u306e\u4f38\u3073\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u52a0\u901f\u7684\u306a\u6210\u9577\u3068\u5f37\u529b\u306a\u53ce\u76ca\u62e1\u5927\u3092\u5b9f\u73fe\u3057\u307e\u3057\u305f\u3002\u6b21\u306b\u30012023\u5e74\u5ea6\u7b2c4\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u306f14\u51042,500\u4e07\u30c9\u30eb\u3001\u30d7\u30e9\u30b9\u30de\u30a4\u30ca\u30b93\uff05\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

GAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u300149.6\uff05\u304b\u308950.6\uff05\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f65\uff05\u304b\u308966\uff05\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002GAAP\u57fa\u6e96\u306e\u55b6\u696d\u8cbb\u7528\u306f\u7d046\u51047,200\u4e07\u30c9\u30eb\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u975eGAAP\u57fa\u6e96\u306e\u55b6\u696d\u8cbb\u7528\u306f\u30014\u51043,000\u4e07\u30c9\u30eb\u304b\u30894\u51043,500\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u7b2c1\u56db\u534a\u671f\u306enon-GAAP\u30d9\u30fc\u30b9\u306e\u7a0e\u7387\u306f6\uff05\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u57fa\u672c\u7684\u306a\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306f8\u51044,800\u4e07\u682a\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5e0c\u8584\u5316\u5f8c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u682a\u5f0f\u6570\u306f8\u51046,300\u4e07\u682a\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u7d50\u679c\u3001GAAP\u57fa\u6e96\u306e1\u682a\u5f53\u308a\u5229\u76ca\u306f\u3001\u4f4e\u4f4d\u30670.03\u30c9\u30eb\u306e\u640d\u5931\u3001\u9ad8\u4f4d\u30670.05\u30c9\u30eb\u306e\u5229\u76ca\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n

\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u308a\u5229\u76ca\u306f\u30010.48\u30c9\u30eb\u304b\u30890.54\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u56de\u7dda\u3092\u958b\u3044\u3066Q&A\u306e\u6307\u793a\u3092\u767a\u8868\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

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

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n[\u6700\u521d\u306e\u8cea\u554f\u306fUBS\u306e\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30ad\u30e5\u30ea\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3001\u3069\u3046\u305e\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\u30de\u30c3\u30c8\u3001\u8a08\u753b\u3088\u308a\u65e9\u304f\u9032\u3093\u3067\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u300123\u5e74\u5ea6\u306e\u6210\u9577\u4e88\u6e2c\u3092\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u305b\u3093\u304b\u3002\u305d\u308c\u304b\u3089\u300124\u5e74\u5ea6\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u4eca\u5e74\u306f30\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u3092\u76ee\u6307\u3059\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u4ee5\u4e0a\u306e\u6210\u9577\u304c\u53ef\u80fd\u306a\u3088\u3046\u3067\u3059\u3002\u4eca\u306f\u3082\u3046\u5c11\u3057\u4f9b\u7d66\u304c\u3042\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u3068\u3044\u3046\u306e\u3082\u300123\u5e74\u5ea6\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u306f\u3001\u5ef6\u6ede\u306b\u95a2\u3059\u308b\u53d6\u308a\u7d44\u307f\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u304b\u3063\u305f\u304b\u3089\u3067\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u300123\u5e74\u5ea6\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u306f\u5ef6\u6ede\u306b\u5bfe\u3059\u308b\u53d6\u308a\u7d44\u307f\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u304b\u3063\u305f\u304b\u3089\u3067\u3059\u3002\u4eca\u5e74\u5ea6\u306f30%\u4ee5\u4e0a\u300124\u5e74\u5ea6\u306f30%\u4ee5\u4e0a\u306e\u6210\u9577\u304c\u53ef\u80fd\u3067\u3042\u308b\u3068\u3001\u5f90\u3005\u306b\u81ea\u4fe1\u3092\u6df1\u3081\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\uff1f<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u7d20\u6674\u3089\u3057\u3044\u3001\u30c6\u30a3\u30e0\u3002\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u7b2c1\u56db\u534a\u671f\u306e\u597d\u8abf\u306a\u898b\u901a\u3057\u3092\u53d7\u3051\u3066\u3001\u8a08\u753b\u3092\u524d\u5012\u3057\u3067\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5927\u5909\u3046\u308c\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u3001\u4f9b\u7d66\u304c\u5897\u3048\u7d9a\u3051\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u3067\u3082\u3001\u7b2c1\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u3067\u3082\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u53d7\u6ce8\u306e\u52e2\u3044\u3082\u5f15\u304d\u7d9a\u304d\u5f37\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u975e\u5e38\u306b\u597d\u8abf\u306a\u53d7\u6ce8\u3092\u8a18\u9332\u3057\u300123\u5e74\u4ee5\u964d\u306e\u898b\u901a\u3057\u306b\u3082\u5927\u304d\u306a\u81ea\u4fe1\u3092\u6301\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u300124\u5e74\u4ee5\u964d\u3092\u898b\u636e\u3048\u305f\u65b0\u3057\u3044\u30c7\u30b6\u30a4\u30f3\u306e\u53d7\u6ce8\u3082\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5168\u822c\u7684\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u696d\u7e3e\u3068\u898b\u901a\u3057\u3001\u305d\u3057\u3066\u9577\u671f\u7684\u306a\u5c55\u671b\u306b\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u30de\u30c3\u30c8\u3001\u3053\u3063\u305d\u308a2\u3064\u76ee\u3044\u3044\u3067\u3059\u304b\uff1f\u3082\u3057\u3088\u308d\u3057\u3051\u308c\u3070…<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3002<\/p>\n

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

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u30d3\u30b8\u30cd\u30b9\u898f\u6a21\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u7570\u306a\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u5831\u544a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3059\u3079\u3066\u306e\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u58f2\u4e0a\u3092\u5408\u7b97\u3057\u3066\u3001\u305d\u308c\u304c\u73fe\u5728\u3069\u306e\u7a0b\u5ea6\u306e\u898f\u6a21\u306a\u306e\u304b\u3001\u611f\u899a\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30c6\u30a3\u30e0\u3055\u3093\u3001\u3053\u308c\u306f\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u5b9f\u306f\u3001\u3053\u306e\u8cea\u554f\u306f\u4f55\u5e74\u3082\u524d\u304b\u3089\u4f55\u5ea6\u3082\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u79c1\u305f\u3061\u304c\u63d0\u4f9b\u3059\u308b\u88fd\u54c1\u3084\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306f\u591a\u5c90\u306b\u308f\u305f\u308b\u306e\u3067\u3001\u3053\u308c\u3092\u6b63\u78ba\u306b\u5b9a\u7fa9\u3059\u308b\u306e\u306f\u672c\u5f53\u306b\u96e3\u3057\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u4f8b\u3048\u3070\u3001\u4f1d\u7d71\u7684\u306a\u610f\u5473\u3067\u306e\u30d5\u30eb\u30ab\u30b9\u30bf\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u3042\u308a\u307e\u3059\u3002Avera\u304b\u3089\u8cb7\u53ce\u3057\u305fASIC\u30d3\u30b8\u30cd\u30b9\u304c\u305d\u308c\u306b\u3042\u305f\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u5927\u898f\u6a21\u306a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u30845G\u306e\u901a\u4fe1\u4e8b\u696d\u8005\u3068\u5354\u529b\u3057\u3066\u3001\u304a\u5ba2\u69d8\u306eIP\u3068\u5f53\u793e\u306eIP\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u4f7f\u7528\u3059\u308b\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u3084\u30af\u30e9\u30a6\u30c9\u6700\u9069\u5316\u30d3\u30b8\u30cd\u30b9\u3082\u6570\u591a\u304f\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30de\u30fc\u30c1\u30e3\u30f3\u30c8\u30b5\u30fc\u30d3\u30b9\u3067\u3082\u3001\u304a\u5ba2\u69d8\u304c\u6c42\u3081\u308b\u7279\u5225\u306a\u6a5f\u80fd\u3092\u6301\u3064SKU\u3084\u6d3e\u751f\u88fd\u54c1\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u4e00\u822c\u7684\u306b\u8a00\u3063\u3066\u3001\u793e\u5185\u3067\u6b63\u78ba\u306b\u6570\u5024\u5316\u3067\u304d\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u3053\u308c\u306f\u7d76\u5bfe\u7684\u306a\u50be\u5411\u3067\u3059\u3002\u5e02\u5834\u304c\u3069\u306e\u3088\u3046\u306b\u52d5\u3044\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u8c4a\u5bcc\u306a\u77e5\u7684\u8ca1\u7523\u3068\u3001\u9867\u5ba2\u3068\u306e\u95a2\u308f\u308a\u65b9\u306b\u95a2\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u67d4\u8edf\u6027\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u3060\u3051\u3067\u306a\u304f\u30015G\u306b\u3082\u5f53\u3066\u306f\u307e\u308a\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u5c06\u6765\u7684\u306b\u306f\u3001\u81ea\u52d5\u8eca\u5206\u91ce\u3067\u3082\u67d4\u8edf\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u304c\u5dee\u5225\u5316\u306e\u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u79c1\u304c\u8a00\u3048\u308b\u306e\u306f\u3053\u3053\u307e\u3067\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u30db\u30c3\u30c8\u306a\u30c8\u30ec\u30f3\u30c9\u3067\u3059\u3002\u5e02\u5834\u306f\u3053\u306e\u3088\u3046\u306b\u52d5\u3044\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u304a\u305d\u3089\u304f\u305d\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u306e\u306b\u6700\u3082\u9069\u3057\u305f\u7acb\u5834\u306b\u3042\u308b\u4f01\u696d\u3067\u3057\u3087\u3046\u3002<\/p>\n

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

OK\u3001\u30de\u30c3\u30c8\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30c6\u30a3\u30e0\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u8a3c\u5238\u306e\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30fc\u30e4\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Vivek Arya — Bank of America Merrill Lynch — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30c3\u30c8\u3001\u3053\u308c\u3060\u3051\u4f9b\u7d66\u304c\u5236\u9650\u3055\u308c\u3066\u3044\u308b\u72b6\u6cc1\u4e0b\u3067\u3001\u9700\u8981\u306e\u8cea\u3068\u53d7\u6ce8\u6b8b\u3092\u3069\u306e\u3088\u3046\u306b\u78ba\u4fdd\u3057\u3001\u9867\u5ba2\u304c\u5358\u306b\u88fd\u54c1\u3092\u8cb7\u3044\u3060\u3081\u3057\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u5f93\u6765\u306e\u5e38\u8b58\u3084\u6b74\u53f2\u304c\u793a\u5506\u3059\u308b\u4ee5\u4e0a\u306b\u3001\u4f01\u696d\u5411\u3051\u5e02\u5834\u306e\u5f37\u3055\u304c\u969b\u7acb\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3055\u3089\u306b\u7a4d\u6975\u7684\u306b\u53d6\u308a\u7d44\u3093\u3067\u304a\u3089\u308c\u308b\u3088\u3046\u3067\u3059\u306d\u3002\u5168\u4f53\u7684\u306a\u9700\u8981\u306e\u8cea\u3001\u305d\u3057\u3066\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u306e\u5f37\u3055\u306e\u6301\u7d9a\u6027\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3001\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u3002\u7b2c4\u56db\u534a\u671f\u3060\u3051\u3067\u306a\u304f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u3063\u3066\u9700\u7d66\u30d0\u30e9\u30f3\u30b9\u304c\u5d29\u308c\u305f\u5f53\u521d\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u70b9\u306b\u7d30\u5fc3\u306e\u6ce8\u610f\u3092\u6255\u3063\u3066\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001\u975e\u5e38\u306b\u53b3\u683c\u306a\u793e\u5185\u5be9\u67fb\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u3051\u3066\u3044\u307e\u3059\u3002\u57fa\u5730\u5c40\u306e\u51fa\u8377\u53f0\u6570\u304b\u3089\u3001\u3069\u306e\u901a\u4fe1\u4e8b\u696d\u8005\u304c5G\u3092\u914d\u5099\u3057\u3066\u3044\u308b\u304b\u307e\u3067\u3001\u3042\u3089\u3086\u308b\u9762\u3067\u975e\u5e38\u306b\u512a\u308c\u305f\u6700\u7d42\u5e02\u5834\u30c7\u30fc\u30bf\u3092\u6709\u3057\u3066\u3044\u307e\u3059\uff08\u3053\u308c\u306f5G\u306e\u4f8b\u3067\u3059\uff09\u3002<\/p>\n

\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u5c55\u958b\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u3082\u975e\u5e38\u306b\u5145\u5b9f\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30fc\u30d0\u30fc\u306e\u51fa\u8377\u53f0\u6570\u3082\u628a\u63e1\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u30b5\u30fc\u30d0\u30fc\u306b\u63a5\u7d9a\u3059\u308b\u88fd\u54c1\u306b\u3064\u3044\u3066\u3001\u3055\u307e\u3056\u307e\u306a\u8a08\u7b97\u304c\u53ef\u80fd\u3067\u3059\u3002\u4f01\u696d\u5411\u3051\u3082\u540c\u69d8\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Vivek\u306f\u975e\u5e38\u306b\u96c6\u4e2d\u578b\u306e\u4f01\u696d\u306a\u306e\u3067\u3001\u6df1\u304f\u6398\u308a\u4e0b\u3052\u305f\u5927\u53e3\u9867\u5ba2\u3082\u6570\u5c11\u306a\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306e\u4ed5\u4e8b\u306f\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u3067\u3042\u308b\u305f\u3081\u3001\u5f7c\u3089\u304c\u4f55\u3092\u3057\u3066\u3044\u308b\u304b\u3001\u3069\u3093\u306a\u30cb\u30fc\u30ba\u304c\u3042\u308b\u306e\u304b\u3001\u975e\u5e38\u306b\u3088\u304f\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u3046\u3048\u3067\u3001\u304a\u5ba2\u69d8\u3068\u306f\u975e\u5e38\u306b\u53b3\u683c\u306a\u3001\u3064\u307e\u308a\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u3057\u3063\u304b\u308a\u3057\u305f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30e2\u30c7\u30eb\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u3089\u306e\u6ce8\u6587\u306b\u306f\u30ad\u30e3\u30f3\u30bb\u30eb\u4e0d\u53ef\u306e\u6761\u4ef6\u3092\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002\u30ea\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3082\u5236\u9650\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u3057\u3001\u30d6\u30c3\u30ad\u30f3\u30b0\u3092\u5f97\u308b\u969b\u306b\u3001\u305d\u308c\u304c\u5b9f\u969b\u306b\u9867\u5ba2\u306e\u671b\u3080\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u7d4c\u3066\u304d\u307e\u3057\u305f\u3002\u305d\u306e\u4e0a\u3067\u3001\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6700\u5f8c\u306b\u3001\u3053\u306e\u5371\u6a5f\u306b\u3088\u3063\u3066\u3001\u30c1\u30c3\u30d7\u696d\u754c\u306e\u30ea\u30fc\u30c0\u30fc\u3068OEM\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u306e\u8ddd\u96e2\u304c\u3055\u3089\u306b\u7e2e\u307e\u3063\u305f\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u3067\u3059\u304b\u3089\u3001\u4e3b\u8981\u9867\u5ba2\u306eCEO\u30af\u30e9\u30b9\u3068\u4ea4\u6d41\u3059\u308b\u3053\u3068\u3082\u3001\u4e09\u89d2\u6e2c\u91cf\u306e\u3072\u3068\u3064\u3067\u3059\u3002\u4f01\u696d\u5411\u3051\u88fd\u54c1\u306b\u95a2\u9023\u3059\u308b\u6210\u9577\u8981\u56e0\u3068\u3057\u3066\u3001Vivek\u306f\u3001\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u4f01\u696d\u30a4\u30f3\u30d5\u30e9\u306e\u3055\u307e\u3056\u307e\u306a\u90e8\u5206\u306b\u642d\u8f09\u3055\u308c\u308b\u96fb\u5b50\u6a5f\u5668\u304c\u30de\u30eb\u30c1\u30ae\u30ac\u30d3\u30c3\u30c8\u30fb\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u306a\u3069\u306b\u79fb\u884c\u3057\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u5927\u5e45\u306b\u5897\u52a0\u3057\u305f\u3053\u3068\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084MACSec\u306e\u3088\u3046\u306a\u3082\u306e\u3082\u8ffd\u52a0\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u4f8b\u3048\u3070\u30dd\u30fc\u30c8\u3042\u305f\u308a\u306eASP\u3082\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u5206\u91ce\u306b\u3082\u529b\u3092\u5165\u308c\u3066\u3044\u307e\u3059\u3002Marvell\u306e\u5f93\u6765\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308b\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30b9\u30a4\u30c3\u30c1\u3068PHY\u306b\u3064\u3044\u3066\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5237\u65b0\u3057\u3001\u6280\u8853\u7684\u306a\u89b3\u70b9\u304b\u3089\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3001\u305d\u306e\u5e02\u5834\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u4f01\u696d\u5411\u3051\u30ab\u30b9\u30bf\u30e0\u30fb\u30b7\u30ea\u30b3\u30f3\u306e\u3088\u3046\u306a\u65b0\u3057\u3044\u88fd\u54c1\u5206\u91ce\u3082\u7acb\u3061\u4e0a\u304c\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30ab\u30b9\u30bf\u30e0\u5206\u91ce\u306e1\u5e74\u524d\u306e\u72b6\u6cc1\u3092\u898b\u308b\u3068\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u524d\u5e74\u6bd4\u3067\u5287\u7684\u306b\u5897\u52a0\u3057\u3066\u304a\u308a\u300123\u5e74\u5ea6\u3082\u975e\u5e38\u306b\u6025\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u591a\u304f\u306e\u3053\u3068\u304c\u91cd\u306a\u308a\u5408\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30c8\u30ec\u30f3\u30c9\u3082\u672c\u7269\u3067\u3059\u3002Marvell\u3084\u4ed6\u306e\u5927\u624b\u4f01\u696d\u3067\u884c\u308f\u308c\u3066\u3044\u308b\u3001\u5f93\u696d\u54e1\u3092\u8077\u5834\u306b\u623b\u3059\u4f5c\u696d\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u3053\u306e2\u5e74\u9593\u3067\u72b6\u6cc1\u304c\u5909\u308f\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4f01\u696d\u304c\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3092\u8fd1\u4ee3\u5316\u3059\u308b\u305f\u3081\u306b\u652f\u51fa\u3059\u308b\u3001\u4f01\u696d\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u30b5\u30a4\u30af\u30eb\u3082\u59cb\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u8907\u5408\u7684\u306b\u4f5c\u7528\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6570\u5b57\u306f\u3001\u6210\u9577\u7387\u3068\u3044\u3046\u70b9\u3067\u306f\u5287\u7684\u306a\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u3059\u3067\u306b\u9054\u6210\u3057\u3066\u3044\u308b\u9ad8\u3044\u53ce\u76ca\u57fa\u76e4\u306e\u4e0a\u306b\u300123\u5e74\u5ea6\u4ee5\u964d\u3082\u3053\u306e\u4e8b\u696d\u306e\u6210\u9577\u304c\u7d9a\u304f\u3068\u898b\u3066\u304a\u308a\u3001\u308f\u304f\u308f\u304f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Vivek Arya — Bank of America Merrill Lynch — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30c3\u30c8\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30b8\u30e7\u30f3\u30fb\u30d4\u30c3\u30c4\u30a1\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

John Pitzer — \u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3048\u3048\u3001\u3053\u3093\u306b\u3061\u306f\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3055\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30c3\u30c8\u3001\u5805\u5b9f\u306a\u696d\u7e3e\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30b5\u30d7\u30e9\u30a4\u30fb\u30c1\u30a7\u30fc\u30f3\u306b\u304a\u3051\u308b\u6295\u5165\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u5faa\u74b0\u7684\u30fb\u6052\u5e38\u7684\u306a\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u6642\u9593\u3092\u3044\u305f\u3060\u3051\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u7c97\u5229\u7387\u304c\u9ad8\u3044\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u305d\u306e\u5206\u3001\u30b3\u30b9\u30c8\u8ee2\u5ac1\u80fd\u529b\u3082\u9ad8\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u8cea\u554f\u306e\u6838\u5fc3\u306f\u3001ARM\u30b5\u30fc\u30d0\u30fc\u4e8b\u696d\u3092\u3088\u308a\u30ab\u30b9\u30bf\u30e0\u30fb\u30b7\u30ea\u30b3\u30f3\u30fb\u30d3\u30b8\u30cd\u30b9\u3068\u3057\u3066\u518d\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u8a71\u3092\u3057\u305f\u3068\u304d\u306b\u3001\u30ab\u30b9\u30bf\u30e0\u30fb\u30b7\u30ea\u30b3\u30f3\u5074\u306e\u9867\u5ba2\u30de\u30fc\u30b8\u30f3 — \u7c97\u5229\u7387\u306f\u30e2\u30c7\u30eb\u5168\u4f53\u306b\u5bfe\u3057\u3066\u4e2d\u7acb\u7684\u3067\u3001\u5c11\u3057\u4f4e\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u8a71\u3092\u3055\u308c\u305f\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u30cf\u30fc\u30c9\u30eb\u3092\u53d6\u308a\u4e0b\u3052\u3066\u304b\u3089\u306f\u3001\u7c97\u5229\u76ca\u7387\u3082\u6539\u5584\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u3053\u3067\u8cea\u554f\u306a\u306e\u3067\u3059\u304c\u3001\u30ab\u30b9\u30bf\u30e0\u30fb\u30b7\u30ea\u30b3\u30f3\u3092\u6271\u3046\u3088\u3046\u306b\u306a\u3063\u3066\u3001\u5f53\u521d\u8003\u3048\u3066\u3044\u305f\u3088\u308a\u3082\u53ce\u76ca\u6027\u304c\u5411\u4e0a\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u5206\u304b\u3063\u3066\u304d\u307e\u3057\u305f\u304b\uff1f<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5805\u8abf\u306a\u696d\u7e3e\u3092\u9054\u6210\u3067\u304d\u305f\u306e\u306f\u3001\u5f53\u793e\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u975e\u5e38\u306b\u9ad8\u3044\u3053\u3068\u304c\u5927\u304d\u306a\u8981\u56e0\u3067\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u306b65.3%\u3068\u3044\u3046\u904e\u53bb\u6700\u9ad8\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3092\u9054\u6210\u3067\u304d\u305f\u3053\u3068\u306f\u559c\u3070\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

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\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u53ce\u76ca\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u4e2d\u3067\u6700\u3082\u5927\u304d\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3042\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u305d\u306e\u5927\u534a\u306f\u30af\u30e9\u30a6\u30c9\u3067\u3059\u3002\u30af\u30e9\u30a6\u30c9\u5358\u4f53\u3067\u306f\u3001\u4ed6\u306e\u3069\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3088\u308a\u3082\u5927\u304d\u3044\u3067\u3057\u3087\u3046\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u3059\u3067\u306b\u8ca2\u732e\u306f\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5f53\u793e\u306eInvestor Day\u3067\u3001\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u5225\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u7d20\u6674\u3089\u3057\u3044\u30c1\u30e3\u30fc\u30c8\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u305d\u308c\u3092\u899a\u3048\u3066\u3044\u3089\u3063\u3057\u3083\u308b\u3067\u3057\u3087\u3046\u304b\u3002\u601d\u3044\u8d77\u3053\u305b\u3070\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u81ea\u52d5\u8eca\u306e2\u3064\u304c\u6700\u3082\u9ad8\u304f\u3001\u3053\u306e2\u3064\u306f\u5076\u7136\u306b\u3082\u5f53\u793e\u306e\u9ad8\u6210\u9577\u4e8b\u696d\u306e\u3046\u3061\u306e2\u3064\u3067\u3082\u3042\u308b\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u500b\u3005\u306e\u88fd\u54c1\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u4f4e\u304f\u3066\u3082\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f\u9ad8\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u6b63\u76f4\u306a\u3068\u3053\u308d\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u3059\u3067\u306b\u898f\u6a21\u304c\u5927\u304d\u304f\u3001\u6210\u9577\u901f\u5ea6\u3082\u901f\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u4f8b\u3048\u3070Inphi\u306e\u3088\u3046\u306b\u3001\u3088\u308a\u9ad8\u3044\u7c97\u5229\u76ca\u7387\u3067\u3001\u3088\u308a\u901f\u304f\u6210\u9577\u3057\u3066\u3044\u308b\u88fd\u54c1\u3082\u3042\u308a\u307e\u3059\u304b\u3089\u3001\u5e73\u5747\u3088\u308a\u591a\u5c11\u7c97\u5229\u76ca\u7387\u304c\u4f4e\u304f\u3066\u3082\u5bfe\u51e6\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u304c\u79c1\u305f\u3061\u306e\u30e2\u30c7\u30eb\u306e\u512a\u308c\u305f\u70b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u5b9f\u969b\u306b\u6210\u9577\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7279\u306b\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u306e\u5206\u91ce\u3067\u306f\u3001\u5927\u898f\u6a21\u306a\u5927\u5bb9\u91cf\u30bd\u30b1\u30c3\u30c8\u3092\u7a4d\u6975\u7684\u306b\u7372\u5f97\u3057\u3066\u3044\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u5f53\u793e\u304c\u69cb\u7bc9\u3057\u305f\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3068\u8c4a\u5bcc\u306a\u88fd\u54c1\u30df\u30c3\u30af\u30b9\u306e\u8a3c\u3057\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u5f79\u306b\u7acb\u3061\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a8\u30d0\u30b3\u30a2\u306eC.J.\u30df\u30e5\u30fc\u30ba\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

C.J. Muse — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3048\u3048\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u3054\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30c3\u30c8\u3001\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u4eca\u5e74\u4ee5\u964d\u306b\u767a\u58f2\u3055\u308c\u308b\u591a\u304f\u306e\u65b0\u88fd\u54c1\u3068\u3001\u65b0\u3057\u3044\u30c7\u30b6\u30a4\u30f3\u306e\u63a1\u7528\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u305d\u3053\u3067\u30012\u3064\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u307e\u305a\u300123\u5e743\u6708\u671f\u306b59\u5104\u30c9\u30eb\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u305f\u3068\u304d\u3001\u3053\u306e2\u3064\u3092\u542b\u3093\u3067\u3044\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u3092\u30e2\u30c7\u30eb\u306b\u53d6\u308a\u5165\u308c\u308b\u306b\u3042\u305f\u308a\u300124\u5e74\u5ea6\u4ee5\u964d\u306e\u30e2\u30c7\u30eb\u306b\u6700\u3082\u95a2\u9023\u3059\u308b\u3068\u601d\u308f\u308c\u308b1\u30012\u30013\u306e\u9806\u4f4d\u4ed8\u3051\u3084\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u3059\u308b\u65b9\u6cd5\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u306e\u5074\u9762\u3068\u65b0\u88fd\u54c1\u306b\u95a2\u9023\u3057\u3066\u3001\u3044\u304f\u3064\u304b\u8003\u3048\u308b\u3079\u304d\u3053\u3068\u304c\u3042\u308b\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u79c1\u306e\u767a\u8a00\u3067\u3082\u8ff0\u3079\u305f\u3088\u3046\u306b — \u305d\u3057\u3066\u3001\u305f\u3060\u305f\u3060\u8cde\u8cdb\u3092\u8d08\u308a\u305f\u3044\u306e\u3067\u3059\u3002\u55b6\u696d\u30d5\u30a3\u30fc\u30eb\u30c9\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30fc\u30e0\u3068\u30d3\u30b8\u30cd\u30b9\u30fb\u30e6\u30cb\u30c3\u30c8\u306f\u3001\u4eca\u5e74\u3001\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u3067\u7d76\u5bfe\u306b\u5927\u6210\u529f\u3092\u53ce\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u306e\u7d50\u679c\u3001\u5927\u304d\u306a\u6210\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u4eca\u3001\u6700\u7d42\u7684\u306a\u6570\u5b57\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u7d42\u3048\u305f\u3068\u3053\u308d\u3067\u3059\u3002\u5f7c\u3089\u306f\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306e\u30d5\u30a1\u30cd\u30eb\u306f\u3001\u76ee\u306e\u524d\u306b\u3042\u308b\u30c1\u30e3\u30f3\u30b9\u306b\u5bfe\u3057\u3066\u3001\u3053\u308c\u307e\u3067\u3068\u540c\u3058\u3088\u3046\u306b\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u3046\u3061\u306e\u3044\u304f\u3064\u304b\u306f\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u300124\u5e74\u5ea6\u306825\u5e74\u5ea6\u306e\u9593\u306b\u9806\u6b21\u7372\u5f97\u3057\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002\u4e2d\u306b\u306f\u3082\u3046\u5c11\u3057\u65e9\u304f\u59cb\u307e\u308b\u3082\u306e\u3082\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u901a\u5e38\u3001\u65b0\u88fd\u54c1\u306e\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u3092\u7372\u5f97\u3059\u308b\u5834\u5408\u3001\u901a\u5e38\u3001\u65e2\u5b58\u306e\u4f1a\u8a08\u5e74\u5ea6\u5185\u306b\u7372\u5f97\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u30014\u5104\u30c9\u30eb\u304b\u30898\u5104\u30c9\u30eb\u3078\u306e\u53ce\u76ca\u304c\u3042\u308b\u3053\u3068\u3082\u5fd8\u308c\u3066\u306f\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u3053\u308c\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u4eca\u5e74\u306e\u4e0b\u534a\u671f\u306b\u306f\u7acb\u3061\u4e0a\u304c\u308a\u59cb\u3081\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30af\u30e9\u30a6\u30c9\u5206\u91ce\u3067\u7372\u5f97\u3057\u305f\u8ffd\u52a0\u7684\u306a\u53ce\u76ca\u304c\u300124\u5e74\u5ea6\u306825\u5e74\u5ea6\u306b\u30d7\u30e9\u30b9\u30a2\u30eb\u30d5\u30a1\u3067\u5bc4\u4e0e\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u5206\u91ce\u3067\u7372\u5f97\u3057\u305f\u6848\u4ef6\u306f\u300124\u5e74\u5ea6\u306825\u5e74\u5ea6\u306b\u8ffd\u52a0\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u30bf\u30a4\u30df\u30f3\u30b0\u7684\u306b\u3001\u4eca\u5e74\u5ea6\u4e2d\u306b\u305d\u306e\u591a\u304f\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u540c\u6642\u306b\u3001\u3059\u3067\u306b\u7372\u5f97\u3057\u305f\u6848\u4ef6\u306f\u975e\u5e38\u306b\u9806\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n

C.J. Muse — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30d6\u30ec\u30fc\u30f3\u30fb\u30ab\u30fc\u30c6\u30a3\u30b9\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Blayne Curtis — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba — \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\u30b8\u30e7\u30f3\u306e\u30de\u30fc\u30b8\u30f3\u306b\u95a2\u3059\u308b\u8cea\u554f\u306e\u88dc\u8db3\u3092\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5148\u6708\u306e\u6c7a\u7b97\u3067\u306f\u3001\u5c06\u6765\u306e\u30a6\u30a7\u30fc\u30cf\u30b3\u30b9\u30c8\u3088\u308a\u3082\u4fa1\u683c\u304c\u512a\u5148\u3055\u308c\u308b\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u591a\u304f\u306e\u4eba\u304c\u7b2c1\u56db\u534a\u671f\u306b\u5229\u76ca\u3092\u5f97\u3066\u3001\u30de\u30fc\u30b8\u30f3\u304c\u4f4e\u4e0b\u3057\u305f\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u5f37\u3055\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u3053\u306e\u6c34\u6e96\u306f\u3001\u4ed6\u306e\u591a\u304f\u306e\u4f01\u696d\u304c\u696d\u7e3e\u3092\u901a\u3058\u3066\u7d4c\u9a13\u3057\u305f\u3088\u3046\u306a\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u3082\u306e\u3067\u306f\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u30b8\u30e3\u30f3\u30fb\u30d5\u30fc — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

Blayne\u3055\u3093\u3001\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u30bf\u30a4\u30c8\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u74b0\u5883\u306e\u4e2d\u306b\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u904e\u53bb\u306e\u5024\u4e0a\u3052\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5074\u306e\u5024\u4e0a\u3052\u306b\u306f\u3001\u3082\u3046\u9577\u3044\u9593\u5bfe\u5fdc\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306e\u30c1\u30fc\u30e0\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3084\u304a\u5ba2\u69d8\u3068\u5bc6\u63a5\u306b\u5354\u529b\u3057\u3001\u5024\u4e0a\u3052\u306b\u4f34\u3046\u30b3\u30b9\u30c8\u3092\u76f8\u6bba\u3059\u308b\u3088\u3046\u306b\u52aa\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306e\u88fd\u54c1\u30b5\u30a4\u30af\u30eb\u306f\u975e\u5e38\u306b\u9577\u3044\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u524d\u3082\u3063\u3066\u8a08\u753b\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u3001\u5148\u307b\u3069\u30de\u30c3\u30c8\u304c\u304a\u8a71\u3057\u305f\u30a8\u30f3\u30c9\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30df\u30c3\u30af\u30b9\u306b\u5927\u304d\u304f\u5de6\u53f3\u3055\u308c\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u3068\u7b2c1\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u898b\u308b\u3068\u3001\u7c97\u5229\u76ca\u7387\u306b\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u4e3b\u306a\u7406\u7531\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u975e\u5e38\u306b\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u81ea\u52d5\u8eca\u696d\u754c\u3082\u6025\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u5411\u3051\u5e02\u5834\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3082\u975e\u5e38\u306b\u9ad8\u304f\u3001\u5f15\u304d\u7d9a\u304d\u4e0a\u6607\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5168\u4f53\u7684\u306b\u898b\u308b\u3068\u3001\u30df\u30c3\u30af\u30b9\u304c\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u4eca\u5e74\u5ea6\u672b\u307e\u3067\u306f\u3001\u3069\u306e\u56db\u534a\u671f\u3082\u540c\u3058\u3088\u3046\u306a\u72b6\u6cc1\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30df\u30c3\u30af\u30b9\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u307e\u3059\u3002<\/p>\n

Blayne Curtis — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30fc\u30f3\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Joe Moore — \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u9700\u7d66\u72b6\u6cc1\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u89e6\u308c\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u5ef6\u6ede\u306f\u307e\u3060\u5897\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u4f9b\u7d66\u306f\u5897\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u306d\u3002\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306e\u77ed\u7e2e\u306b\u4f55\u304b\u9032\u5c55\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u5fa1\u793e\u306f\u307e\u3060\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u5fa1\u793e\u306e\u88fd\u54c1\u306b\u5236\u7d04\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308b\u3044\u306f\u3001\u4ed6\u306e\u30c1\u30c3\u30d7\u306e\u5230\u7740\u3092\u5f85\u3064\u3068\u3044\u3046\u53ef\u80fd\u6027\u306f\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30b8\u30e7\u30fc\u3001\u3044\u3044\u8cea\u554f\u3060\u306d\u3002\u3042\u306a\u305f\u306f\u79c1\u3068\u540c\u3058\u3088\u3046\u306b\u9577\u3044\u9593\u3001\u3053\u306e\u4ed5\u4e8b\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u306d\u3002\u3053\u306e\u30b5\u30a4\u30af\u30eb\u306e\u4e2d\u3067\u3001\u3053\u3053\u307e\u3067\u6765\u308b\u3068\u306f\u601d\u3063\u3066\u3082\u3044\u306a\u304b\u3063\u305f\u306e\u3067\u3001\u30b7\u30e7\u30c3\u30af\u3067\u3059\u3002<\/p>\n

\u3067\u3082\u3001\u5b9f\u969b\u306b\u9700\u8981\u3068\u4f9b\u7d66\u306e\u30ae\u30e3\u30c3\u30d7\u306f\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3042\u308b\u4f01\u696d\u3067\u306f “unfulfilled backlog”\uff08\u672a\u9054\u6210\u306e\u53d7\u6ce8\u6b8b\uff09\u3068\u547c\u3093\u3067\u3044\u307e\u3059\u3002\u79c1\u306f\u53e4\u3044\u5b66\u6821\u3067\u80b2\u3063\u305f\u306e\u3067\u3001\u300c\u5ef6\u6ede\u300d\u3068\u547c\u3093\u3067\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u6570\u5b57\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u5897\u3048\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u7b2c4\u56db\u534a\u671f\u3082\u4e0a\u6607\u3057\u3001\u7b2c1\u56db\u534a\u671f\u3082\u4e0a\u6607\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u9700\u8981\u306f\u975e\u5e38\u306b\u5f37\u3044\u306e\u3067\u3059\u3002\u4eca\u3001\u79c1\u305f\u3061\u306f……\u305d\u3046\u3067\u3059\u306d\u3001\u3067\u3082\u3001\u4f9b\u7d66\u304c\u5897\u3048\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u5b9f\u969b\u3001\u524d\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u7b2c1\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u524d\u56db\u534a\u671f\u6bd4\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3068\u3082\u306b\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u5fc5\u8981\u306a\u3082\u306e\u3092\u3088\u308a\u591a\u304f\u624b\u306b\u5165\u308c\u308b\u305f\u3081\u306b\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u61f8\u547d\u306b\u4ea4\u6e09\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e2d\u3067\u3001\u4e3b\u8981\u306a\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u76f8\u5bfe\u7684\u306a\u4f4d\u7f6e\u3092\u5360\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u7406\u89e3\u3057\u3001\u6628\u5e74\u306f\u5927\u304d\u306a\u5909\u5316\u3092\u9042\u3052\u307e\u3057\u305f\u304c\u3001\u305d\u308c\u306f\u5287\u7684\u306b\u5909\u5316\u3057\u305f\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002Chris Koopmans\u304c\u7387\u3044\u308b\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30fc\u30e0\u3001\u305d\u3057\u3066\u4e8b\u696d\u90e8\u9580\u3001\u3055\u3089\u306b\u306f\u79c1\u81ea\u8eab\u304c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u9685\u3005\u307e\u3067\u95a2\u4e0e\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u8131\u5e3d\u3067\u3059\u3002\u5f7c\u3089\u306f\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u7406\u89e3\u3057\u3066\u304a\u308a\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u3092\u52a9\u3051\u3066\u304f\u308c\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u7d9a\u3051\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u79c1\u306f\u3068\u3066\u3082\u8fd1\u304f\u306b\u3044\u307e\u3059\u3002\u4e3b\u8981\u306a\u9867\u5ba2\u3068\u306f\u500b\u4eba\u7684\u306b\u3059\u3079\u3066\u95a2\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u4f55\u3068\u304b\u30c6\u30f3\u30c8\u306e\u4e2d\u3067\u9577\u3044\u68d2\u306b\u306a\u3089\u305a\u306b\u6e08\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u3082\u3057\u306a\u3063\u305f\u3068\u3057\u3066\u3082\u305d\u308c\u307b\u3069\u9577\u3044\u671f\u9593\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u3060\u304b\u3089\u3001\u304e\u308a\u304e\u308a\u306e\u3068\u3053\u308d\u3067\u8e0f\u307f\u3068\u3069\u307e\u3063\u3066\u3001\u3067\u3082…\u304a\u5ba2\u3055\u307e\u3092\u6e80\u8db3\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3066\u3044\u307e\u3059\u3002\u4eca\u3001\u79c1\u304c\u77e5\u3063\u3066\u3044\u308b\u9650\u308a\u3067\u306f\u3001\u8ab0\u3082\u5bdd\u304b\u305b\u3066\u306f\u3044\u307e\u305b\u3093\u304c\u3001\u5897\u7523\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u304d\u3064\u304f\u306a\u308a\u307e\u3059\u3057\u3001\u304a\u5ba2\u3055\u307e\u3082\u79c1\u305f\u3061\u3092\u30c7\u30b6\u30a4\u30f3\u3057\u3066\u304f\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u4eca\u5f8c\u3082\u77ed\u671f\u7684\u306a\u6226\u8853\u3092\u99c6\u4f7f\u3057\u3066\u3001\u9069\u5207\u306a\u9700\u8981\u306b\u898b\u5408\u3063\u305f\u4f9b\u7d66\u3092\u884c\u3044\u3001\u5728\u5eab\u3092\u62b1\u3048\u306a\u3044\u3088\u3046\u306b\u3057\u3001\u3053\u306e\u672a\u66fe\u6709\u306e\u30b5\u30a4\u30af\u30eb\u3092\u4e57\u308a\u5207\u308b\u305f\u3081\u306b\u6700\u5584\u3092\u5c3d\u304f\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u6700\u5f8c\u306b\u7533\u3057\u4e0a\u3052\u305f\u3044\u306e\u306f\u3001\u3053\u306e\u30b5\u30a4\u30af\u30eb\u306f\u3001\u5c11\u306a\u304f\u3068\u3082\u305d\u306e\u5f37\u5ea6\u3068\u6301\u7d9a\u671f\u9593\u306b\u304a\u3044\u3066\u3001\u3053\u308c\u307e\u3067\u7d4c\u9a13\u3057\u305f\u3053\u3068\u306e\u306a\u3044\u3082\u306e\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u3001Marvell\u306e\u5834\u5408\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u304c\u62e1\u5927\u3057\u3001\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e\u9732\u51fa\u304c\u5897\u3048\u3001\u6301\u7d9a\u7684\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u3042\u308b\u305f\u3081\u3001\u3053\u306e\u3088\u3046\u306a\u529b\u5b66\u306b\u3088\u3063\u3066\u3055\u3089\u306b\u5927\u304d\u306a\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u304c\u304b\u304b\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u96e3\u984c\u306b\u6311\u6226\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u30c1\u30fc\u30e0\u306f\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3057\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u3068\u5bc6\u63a5\u306b\u5354\u529b\u3057\u7d9a\u3051\u307e\u3059\u3002<\/p>\n

Joe Moore — \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u306e\u30c8\u30a2\u30fb\u30b9\u30f4\u30a1\u30f3\u30d9\u30ea\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u304a\u805e\u304d\u304f\u3060\u3055\u3044\u3002<\/p>\n

Tore Svanberg — Stifel Financial Corp. — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30c3\u30c8\u3001\u5c11\u306a\u304f\u3068\u3082\u79c1\u306b\u3068\u3063\u3066\u306f\u3001\u3053\u306e\u56db\u534a\u671f\u306e\u5927\u304d\u306a\u30cf\u30a4\u30e9\u30a4\u30c8\u306f\u3001\u3042\u306a\u305f\u304c\u304a\u3063\u3057\u3083\u3063\u305f\u30ab\u30b9\u30bf\u30e0\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30ad\u30e3\u30ea\u30a2\u3084\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u3092\u898b\u308c\u3070\u3001\u305d\u308c\u306f\u4e00\u76ee\u77ad\u7136\u3067\u3057\u3087\u3046\uff1f\u3064\u307e\u308a\u3001\u307b\u3093\u306e\u4e00\u63e1\u308a\u306e\u4f01\u696d\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4f01\u696d\u5411\u3051\u306f\u304a\u305d\u3089\u304f\u3082\u3063\u3068\u5927\u304d\u306a\u4f01\u696d\u30b0\u30eb\u30fc\u30d7\u3067\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u3064\u307e\u308a\u3001\u30ab\u30b9\u30bf\u30e0\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5074\u3067\u306f\u3001\u304a\u305d\u3089\u304f6\u793e\u4ee5\u4e0a\u3068\u4ed5\u4e8b\u3092\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u3089\u3086\u308b\u3082\u306e\u304c\u305d\u3046\u3067\u3042\u308b\u3088\u3046\u306b\u3001\u6700\u7d42\u7684\u306b\u306f\u3001\u57fa\u5730\u5c40\u3092\u88fd\u9020\u3059\u308b\u4f01\u696d\u3088\u308a\u3082\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u306e\u65b9\u304cOEM\u306e\u7a2e\u985e\u3082\u591a\u304f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u591a\u69d8\u6027\u3082\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u73fe\u5b9f\u306b\u306f\u3001\u30d5\u30eb\u30ab\u30b9\u30bf\u30e0\u30c7\u30b6\u30a4\u30f3\u3092\u884c\u3046\u4f59\u88d5\u306e\u3042\u308b\u4eba\u305f\u3061\u3001\u3042\u308b\u3044\u306f\u305d\u308c\u3092\u671b\u3080\u4eba\u305f\u3061\u306f\u3001\u3054\u304f\u4e00\u90e8\u306b\u904e\u304e\u306a\u3044\u306e\u3067\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u30d5\u30eb\u30ab\u30b9\u30bf\u30e0\u30c7\u30b6\u30a4\u30f3\u3092\u3057\u306a\u304f\u3066\u3082\u3001\u3053\u306e\u3088\u3046\u306a\u6700\u9069\u5316\u304c\u3067\u304d\u308b\u306e\u306f\u3001\u79c1\u305f\u3061\u306e\u5f37\u307f\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3061\u3087\u3063\u3068\u5909\u308f\u3063\u305f\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3067\u3059\u3002<\/p>\n

\u305d\u308c\u304b\u3089……\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u305f\u3061\u304c\u95a2\u308f\u3063\u3066\u3044\u308b\u306e\u306f\u8907\u6570\u306e\u304a\u5ba2\u69d8\u306a\u3093\u3067\u3059\u3002\u5f53\u793e\u306e\u9ad8\u6027\u80fdIP\u3092\u542b\u3081\u3001\u591a\u304f\u306e\u540c\u3058\u3082\u306e\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u30025\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304b\u30893\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3078\u306e\u79fb\u884c\u3092\u671b\u3093\u3067\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u30c8\u30ec\u30f3\u30c9\u304c\u4f01\u696d\u306b\u3082\u6d78\u900f\u3057\u3064\u3064\u3042\u308b\u4eca\u3001\u5f53\u793e\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u80fd\u529b\u306f\u975e\u5e38\u306b\u9b45\u529b\u7684\u3067\u3059\u3002<\/p>\n

\u7279\u306b\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u30c8\u30ec\u30f3\u30c9\u304c\u4f01\u696d\u3067\u3082\u9855\u5728\u5316\u3057\u3064\u3064\u3042\u308a\u3001\u30aa\u30d5\u30ed\u30fc\u30c9\u65b9\u5f0f\u3067\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002OCTEON\u306eDPU\u306f\u3001\u30ab\u30fc\u30c9\u3068\u3057\u3066\u8ca9\u58f2\u3059\u308b\u304b\u3001\u30c1\u30c3\u30d7\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3066\u8ab0\u304b\u304c\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u7d44\u307f\u7acb\u3066\u308b\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u4f01\u696d\u3067\u306f\u5b9f\u306b\u8208\u5473\u6df1\u3044\u3053\u3068\u304c\u305f\u304f\u3055\u3093\u8d77\u3053\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u6700\u5f8c\u306b\u3001\u30b3\u30a2\u51e6\u7406\u306e\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u6700\u65b0\u306eOCTEON 10\u306f\u3001\u5e02\u5834\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u7af6\u4e89\u529b\u306e\u3042\u308b\u88fd\u54c1\u3067\u3059\u3002<\/p>\n

5\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u3067\u6700\u3082\u7af6\u4e89\u529b\u306e\u3042\u308b\u88fd\u54c1\u3067\u3059\u3002\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u4ee5\u524d\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u5e83\u3044\u7bc4\u56f2\u3067\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3054\u6307\u6458\u306e\u4ef6\u306b\u623b\u308a\u307e\u3059\u304c\u3001\u30ab\u30b9\u30bf\u30e0\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306b\u3064\u3044\u3066\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u5897\u52a0\u3057\u305f\u3053\u3068\u306b\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u88fd\u54c1\u306f\u9577\u5bff\u547d\u3067\u3042\u308b\u305f\u3081\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306b\u3082\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Marvell\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u4e8b\u696d\u306e\u5168\u4f53\u7684\u306a\u53ce\u76ca\u6027\u3068\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u3001Investor Day\u3067Jean\u304c\u8aac\u660e\u3057\u307e\u3057\u305f\u304c\u3001\u4f01\u696d\u5e73\u5747\u3068\u307b\u307c\u540c\u3058\u6c34\u6e96\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u975e\u5e38\u306b\u5065\u5168\u306a\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3001\u5e45\u5e83\u3044\u9867\u5ba2\u5c64\u3001\u5e45\u5e83\u3044\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u975e\u5e38\u306b\u9577\u3044\u88fd\u54c1\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3001\u4e00\u5ea6\u8a2d\u8a08\u306b\u53d6\u308a\u639b\u304b\u308b\u3068\u975e\u5e38\u306b\u7c98\u7740\u6027\u304c\u9ad8\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u4ed6\u306e\u30bd\u30b1\u30c3\u30c8\u3092\u5f15\u3063\u5f35\u3063\u3066\u304f\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u8a2d\u8a08\u3067\u306f\u3001\u30d5\u30a1\u30a4\u30c8\u30b9\u30eb\u30fc\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3067\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u304c\u305f\u304f\u3055\u3093\u8d77\u3053\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

Tore Svanberg — Stifel Financial Corp.\u793e — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u8996\u70b9\u3067\u3059\u306d\u3002\u30de\u30c3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001SMBC\u65e5\u8208\u8a3c\u5238\u306e\u30b9\u30ea\u30cb\u30fb\u30d1\u30b8\u30e5\u30ea\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u3093\u306b\u3061\u306f\u3001\u30de\u30c3\u30c8\u3067\u3059\u3002400ZR\u30b5\u30a4\u30af\u30eb\u306b\u3064\u3044\u3066\u8cea\u554f\u3067\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306b\u6210\u9577\u3059\u308b\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u3055\u3089\u306b\u8208\u5473\u6df1\u3044\u3053\u3068\u3092\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u3053\u306e\u30b5\u30a4\u30af\u30eb\u306f\u307e\u3060\u59cb\u307e\u3063\u305f\u3070\u304b\u308a\u3067\u3059\u3002\u305d\u306e\u5f37\u3055\u306e\u539f\u52d5\u529b\u306f\u4f55\u306a\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001SAM\u304c\u4ee5\u524d\u306e100ZR\u306b\u5bfe\u3057\u3066\u3069\u306e\u7a0b\u5ea6\u306e\u898f\u6a21\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u306e\u3042\u305f\u308a\u3082\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u30d4\u30fc\u30af\u6642\u3068\u3044\u3046\u306e\u306f\u3001\u30a4\u30f3\u30d5\u30a3\u304c\u958b\u767a\u3057\u305f100\u30ae\u30ac\u306e\u30aa\u30ea\u30b8\u30ca\u30eb\u88fd\u54c1\u300cCOLORZ\u300d\u3068\u3001400\u30ae\u30ac\u306e\u300cCOLORZ 2\u300d\u306e\u3053\u3068\u3092\u6307\u3057\u3066\u3044\u307e\u3059\u3002COLORZ\u306f\u3001\u30d4\u30fc\u30af\u6642\u306b\u306fInphi\u30671\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u304c\u3042\u308a\u3001\u305d\u306e\u5f8cMarvell\u306b\u79fb\u308a\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001COLORZ\u306f\u3001COLORZ 2\u3068\u5408\u308f\u305b\u3066\u3001\u30d4\u30fc\u30af\u6642\u306e\u53ce\u76ca\u306b\u9054\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

DCI\u306e\u8ca2\u732e\u3001DCI\u88fd\u54c1\u7fa4\u306e\u58f2\u4e0a\u306f\u3001\u7b2c1\u56db\u534a\u671f\u306b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u3001\u305d\u3053\u304b\u3089\u4f38\u3073\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002\u4ee5\u524d\u306f\u3001100\u30ae\u30ac\u306e\u5834\u5408\u3001\u672c\u5f53\u306b1\u793e\u306e\u304a\u5ba2\u69d8\u304c\u727d\u5f15\u3057\u3066\u3044\u307e\u3057\u305f\u3057\u3001\u305d\u308c\u306f\u307b\u3068\u3093\u3069\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u7684\u306a\u5951\u7d04\u3067\u3057\u305f\u3002400ZR\u3067\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u304a\u5ba2\u69d8\u304c\u8907\u6570\u3044\u3089\u3063\u3057\u3083\u308b\u306e\u3067\u3001\u305d\u306e\u65b9\u3005\u3068\u4e00\u7dd2\u306b\u4ed5\u4e8b\u3092\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u8907\u6570\u306e\u304a\u5ba2\u69d8\u304c\u3044\u3089\u3063\u3057\u3083\u3044\u307e\u3059\u3002<\/p>\n

400ZR\u3067\u306f\u3001\u8907\u6570\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u304a\u5ba2\u3055\u307e\u306b\u3054\u5354\u529b\u3044\u305f\u3060\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u5f85\u3061\u671b\u3093\u3067\u3044\u305f\u8ee2\u63db\u671f\u3067\u3042\u308a\u3001\u7b2c1\u56db\u534a\u671f\u306b\u53ce\u76ca\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u4e86\u89e3\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\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

Harlan Sur — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001\u597d\u8abf\u306a\u696d\u7e3e\u3068\u5b9f\u884c\u306b\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306b\u6700\u9069\u5316\u3055\u308c\u305fASIC\u3068DIY\u8a2d\u8a08\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u4e00\u90e8\u306b\u3064\u3044\u3066\u300124\u5e74\u5ea6\u306e\u76ee\u6a19\u984d\u306f4\u5104\u30c9\u30eb\u3067\u3059\u3002\u30de\u30c3\u30c8\u3055\u3093\u306f\u300125\u5e74\u5ea6\u306826\u5e74\u5ea6\u306b\u306f\u305d\u306e2\u500d\u306b\u3059\u308b\u4e88\u5b9a\u3060\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u73fe\u5728\u30015\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u3067\u591a\u304f\u306e\u88fd\u54c1\u306e\u8a2d\u8a08\u6bb5\u968e\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u30af\u30e9\u30a6\u30c9\u306e\u9867\u5ba2\u5411\u3051\u306b\u3069\u306e\u3088\u3046\u306a\u7a2e\u985e\u306e\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u4e3b\u306bAI\u3084\u6a5f\u68b0\u5b66\u7fd2\u306e\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u3057\u3087\u3046\u304b\uff1f\u30d3\u30c7\u30aa\u306e\u30c8\u30e9\u30f3\u30b9\u30b3\u30fc\u30c9\u3067\u3057\u3087\u3046\u304b\uff1f\u30ab\u30b9\u30bf\u30e0DPU\u3084\u4f59\u5270CPU\u306a\u3069\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u3057\u3066\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3001\u3069\u3093\u306a\u8272\u3067\u3082\u3044\u3044\u306e\u3067\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u307e\u305f\u3001\u540c\u69d8\u306b\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u304c\u3001\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u306e\u6b21\u4e16\u4ee3ASIC\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u3064\u3044\u3066\u3001\u30c1\u30fc\u30e0\u306f\u3059\u3067\u306b\u521d\u671f\u306e3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u53d6\u308a\u7d44\u307f\u59cb\u3081\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

Matt Murphy — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306e\u3053\u306e\u7a2e\u306e\u53d6\u308a\u7d44\u307f\u306b\u95a2\u3057\u3066\u3001\u5f53\u793e\u304c\u3069\u306e\u3088\u3046\u306a\u654f\u611f\u3055\u3092\u3082\u3063\u3066\u3044\u308b\u304b\u3001\u3088\u304f\u3054\u7406\u89e3\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u7372\u5f97\u3057\u305f\u6848\u4ef6\u3068\u3001\u73fe\u5728\u9032\u3081\u3066\u3044\u308b\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u9593\u306b\u306f\u3001\u3042\u306a\u305f\u304c\u8b70\u8ad6\u3057\u3066\u3044\u308b\u3088\u3046\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u307b\u3068\u3093\u3069\u304c\u5165\u3063\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u4e3b\u306b\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\u305d\u308c\u306f\u30d3\u30c7\u30aa\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u3088\u3046\u306a\u7528\u9014\u3082\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u975e\u5e38\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0ASIC\u3092\u958b\u767a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3082\u3042\u308a\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30e0DPU\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3068……\u3068\u3053\u308d\u3067\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u3046\u3061\u306e\u3044\u304f\u3064\u304b\u3092\u8ff0\u3079\u307e\u3057\u305f\u3002SmartNIC\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u4ee5\u524d\u304b\u3089\u8a00\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u5206\u91ce\u3067\u3082\u591a\u304f\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001Harlan\u3001\u5e45\u5e83\u3044\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u5168\u4f53\u3068\u3057\u3066\u3001\u3069\u308c\u3082\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002\u3068\u3053\u308d\u3067\u3001\u3053\u306e\u6570\u5b57\u3092\u51fa\u3057\u305f\u3068\u304d\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u5224\u65ad\u3057\u3084\u3059\u3044\u898b\u89e3\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u660e\u3089\u304b\u306b……\u660e\u3089\u304b\u306b\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u304a\u5ba2\u3055\u307e\u306e\u4e88\u6e2c\u306f\u79c1\u305f\u3061\u304c\u304a\u4f1d\u3048\u3057\u305f\u3082\u306e\u3088\u308a\u3082\u5b9f\u969b\u306f\u9ad8\u3044\u306e\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306e\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u4e0a\u306b\u8ffd\u52a0\u7684\u306a\u8a2d\u8a08\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3059\u3079\u3066\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u9867\u5ba2\u304b\u3089\u306e\u767a\u8868\u304c\u306a\u3044\u73fe\u6642\u70b9\u3067\u8d85\u7cbe\u5bc6\u306a\u60c5\u5831\u3092\u5f97\u308b\u306e\u306f\u3001\u3061\u3087\u3063\u3068\u96e3\u3057\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n

Harlan Sur — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u307e\u305f\u30013\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u521d\u671f\u306e\u958b\u767a\u306b\u306f\u3059\u3067\u306b\u7740\u624b\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3059\u307f\u307e\u305b\u3093\u3001\u305d\u3046\u306a\u3093\u3067\u3059\u3002\u30cf\u30fc\u30e9\u30f3\u3001\u79c1\u305f\u3061\u306f3\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u306b\u3068\u3066\u3082\u71b1\u5fc3\u3067\u3059\u3002\u6b63\u76f4\u306a\u3068\u3053\u308d\u3001\u79c1\u305f\u3061\u304c5\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u3067\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u308b\u306e\u306f\u30013\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u306eIP\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u975e\u5e38\u306b\u5145\u5b9f\u3055\u305b\u3066\u3044\u308b\u3053\u3068\u304c\u5927\u304d\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u73fe\u5728\u3001\u30af\u30e9\u30a6\u30c9\u304b\u30895G\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u307e\u3067\u3001\u3055\u307e\u3056\u307e\u306a\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u30013\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5229\u7528\u306b\u3064\u3044\u3066\u3001\u8907\u6570\u306e\u88fd\u54c1\u3068\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u6df1\u3044\u8b70\u8ad6\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30ca\u30ce\u30e1\u30fc\u30bf\u30fb\u30c8\u30ec\u30a4\u30f3\u306b\u4e57\u308a\u3001\u5168\u529b\u3067\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u5b9f\u884c\u3057\u3066\u304a\u308a\u3001\u9867\u5ba2\u306f\u5927\u3044\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u305d\u3046\u3067\u3059\u306d\u3002\u5f37\u3044\u52e2\u3044\u304c\u3042\u308a\u307e\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30c3\u30c8\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30cf\u30fc\u30e9\u30f3\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b5\u30b9\u30b1\u30cf\u30ca\u306e\u30af\u30ea\u30b9\u30c8\u30d5\u30a1\u30fc\u30fb\u30ed\u30fc\u30e9\u30f3\u30c9\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Christopher Rolland — Susquehanna International Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30c3\u30c8\u3001\u3042\u306a\u305f\u306f\u3053\u3053\u3067\u65b0\u3057\u3044\u6a5f\u4f1a\u306b\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002AEC — \u3042\u308b\u3044\u306fAEC\u5411\u3051\u306eDSP\u3067\u3059\u3002\u57fa\u672c\u7684\u306b\u79c1\u304c\u8cea\u554f\u3057\u305f\u3044\u306e\u306f\u3001\u3053\u306e\u88fd\u54c1\u304c\u5e02\u5834\u306b\u51fa\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u306f\u3069\u306e\u7a0b\u5ea6\u306a\u306e\u304b\u3001\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u5e02\u5834\u306f\u3069\u306e\u7a0b\u5ea6\u306e\u898f\u6a21\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u6700\u7d42\u7684\u306b\u8cb4\u793e\u306f\u30b7\u30a7\u30a2\u306e\u5927\u534a\u3092\u5360\u3081\u308b\u7acb\u5834\u306b\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u30af\u30ea\u30b9\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u5e02\u5834\u306e\u5909\u9077\u306b\u304b\u306a\u308a\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f93\u6765\u3001\u3053\u306e\u7a2e\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30b1\u30fc\u30d6\u30eb\u306f\u5fc5\u8981\u3068\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3057\u3001\u5c11\u306a\u304f\u3068\u3082\u6700\u5f8c\u306e\u4e16\u4ee3\u3067\u306f\u3001\u5fc5\u8981\u3068\u3055\u308c\u3066\u3044\u305f\u306e\u306fNRZ\u6280\u8853\u306b\u57fa\u3065\u304f\u3082\u306e\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u30016\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306ePAM4\u30d9\u30fc\u30b9\u306e\u6280\u8853\u3067\u3001400\u3068800\u306e\u5e02\u5834\u304c\u6210\u9577\u3057\u59cb\u3081\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3068\u304d\u306b\u3001\u305d\u306e\u5e02\u5834\u306b\u53c2\u5165\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u3059\u3067\u306b\u6301\u3063\u3066\u3044\u308b\u3082\u306e\u3092\u6d3b\u7528\u3057\u3064\u3064\u3001\u7279\u5b9a\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5411\u3051\u306b\u88fd\u54c1\u3092\u6700\u9069\u5316\u3059\u308b\u3068\u3044\u3046\u70b9\u3067\u3001\u307e\u3055\u306b\u79c1\u305f\u3061\u306e\u5f97\u610f\u5206\u91ce\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30d1\u30fc\u30c8\u30ca\u30fc\u306f……\u3059\u3067\u306b\u3044\u304f\u3064\u304b\u767a\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u3082\u3046\u4f55\u5ea6\u3082\u767a\u8868\u3057\u3066\u3044\u307e\u3059\u3002OFC\u304c\u8fd1\u3065\u304f\u306b\u3064\u308c\u3001\u7686\u3055\u3093\u3082\u3054\u89a7\u306b\u306a\u3063\u305f\u3053\u3068\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u88fd\u54c1\u3092\u4f9b\u7d66\u3057\u3066\u3044\u308b\u4e3b\u8981\u306a\u30b1\u30fc\u30d6\u30eb\u30e1\u30fc\u30ab\u30fc\u3068\u306f\u3059\u3079\u3066\u5951\u7d04\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30b1\u30fc\u30d6\u30eb\u306f\u5165\u624b\u53ef\u80fd\u3067\u3059\u3002\u73fe\u5728\u3001\u304a\u5ba2\u69d8\u306b\u30b5\u30f3\u30d7\u30ea\u30f3\u30b0\u3057\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u3055\u307e\u3068\u306f\u3001\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u3055\u3089\u306a\u308b\u5f37\u5316\u306b\u3064\u3044\u3066\u76f4\u63a5\u8a71\u3057\u5408\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u5e02\u5834\u3067\u5927\u304d\u306a\u529b\u3092\u767a\u63ee\u3059\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u30b9\u30a4\u30c3\u30c1\u3092\u6301\u3061\u3001\u5149\u5b66\u7cfb\u3092\u6301\u3061\u3001AEC\u88fd\u54c1\u3092\u6301\u3061\u3001DPU\u3068\u305d\u306e\u6d1e\u5bdf\u529b\u3092\u6301\u3061\u3001\u3055\u3089\u306b\u3053\u308c\u3089\u3059\u3079\u3066\u3092\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3067\u3064\u306a\u3050ASIC\u3092\u6301\u3064\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u5b8c\u74a7\u306a\u7d44\u307f\u5408\u308f\u305b\u3068\u8a00\u3048\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u304a\u5ba2\u69d8\u3068\u4e00\u7dd2\u306b\u306a\u3063\u3066\u5b8c\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6700\u9069\u5316\u3059\u308b\u30e6\u30cb\u30fc\u30af\u306a\u6a5f\u4f1a\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u30d1\u30ba\u30eb\u306e1\u30d4\u30fc\u30b9\u3057\u304b\u6301\u3063\u3066\u3044\u306a\u3044\u3088\u3046\u306a\u4f01\u696d\u306b\u306f\u96e3\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u4f55\u304c\u8d77\u304d\u3066\u3044\u308b\u306e\u304b\u304c\u3088\u304f\u308f\u304b\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u3060\u304b\u3089\u3001\u3053\u306e\u3053\u3068\u306b\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3059\u3002\u5e02\u5834\u898f\u6a21\u306f\u3001\u4eba\u306b\u3088\u308a\u307e\u3059\u304c\u300110\u5104\u30c9\u30eb\u4ee5\u4e0a\u3068\u8a00\u3046\u4eba\u3082\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u306f……\u3067\u3082\u3001\u3044\u305a\u308c\u308f\u304b\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u308c\u306f\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3060\u3068\u697d\u89b3\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u8cb7\u53ce\u304c\u30de\u30fc\u30d9\u30eb\u306b\u3068\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u610f\u5473\u3092\u6301\u3064\u304b\u3092\u307e\u3060\u898b\u6975\u3081\u3066\u3044\u308b\u6bb5\u968e\u3067\u3059\u304c\u3001\u73fe\u5728\u3001\u3053\u306e\u5e02\u5834\u306b\u53c2\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Christopher Rolland — Susquehanna International Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30c3\u30c8\u3002<\/p>\n

Matt Murphy — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3046\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238\u306e\u30b2\u30a4\u30ea\u30fc\u30fb\u30e2\u30d6\u30ec\u30a4\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30b2\u30a4\u30ea\u30fc\u30fb\u30e2\u30d6\u30ec\u30fc — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u79c1\u306e\u8cea\u554f\u3092\u3053\u3063\u305d\u308a\u805e\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u307e\u306010-K\u3092\u63d0\u51fa\u3057\u3066\u3044\u306a\u3044\u306e\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u95a2\u9023\u3067\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u306e\u8cfc\u5165\u5951\u7d04\u306b\u3064\u3044\u3066\u3001\u7279\u306b\u5b9a\u91cf\u5316\u3067\u304d\u308b\u3082\u306e\u3001\u307e\u305f\u9867\u5ba2\u3068\u306e\u8cfc\u5165\u5951\u7d04\u3084CNR\u3068\u547c\u3070\u308c\u308b\u3082\u306e\u306b\u95a2\u3057\u3066\u3001\u4f55\u304b\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30b8\u30e3\u30f3\u30fb\u30d5\u30fc — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30b2\u30a4\u30ea\u30fc\u3001\u30b8\u30fc\u30f3\u3067\u3059\u3002\u3048\u3048\u3001\u307e\u306010-K\u3092\u63d0\u51fa\u3057\u3066\u3044\u306a\u3044\u3093\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u8cfc\u5165\u5951\u7d04\u306b\u95a2\u3057\u3066\u306f\u3001\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u524d\u56db\u534a\u671f\u672b\u306b\u7d0430\u5104\u30c9\u30eb\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u3042\u308a\u3001\u4eca\u5e74\u3060\u3051\u3067\u306a\u304f\u6765\u5e74\u3001\u3055\u3089\u306b\u9577\u671f\u7684\u306a\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u4ea4\u6e09\u3057\u3066\u3044\u307e\u3059\u30021\u5e74\u524d\u306f2\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u5927\u5e45\u306b\u5897\u3084\u3057\u307e\u3057\u305f\u3002\u4eca\u5f8c\u3082\u540c\u3058\u3088\u3046\u306a\u50be\u5411\u304c\u7d9a\u304f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30b2\u30a4\u30ea\u30fc\uff1a\u30b8\u30fc\u30f3\u304c\u8a00\u3063\u3066\u3044\u305f\u3088\u3046\u306b\u3001\u30c8\u30ec\u30f3\u30c9\u30e9\u30a4\u30f3\u3092\u8ffd\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u73fe\u5728\u306e\u5951\u7d04\u306f\u300124\u5e74\u5ea6\u306825\u5e74\u5ea6\u306e\u30af\u30e9\u30a6\u30c9\u306e\u6700\u9069\u5316\u306b\u95a2\u3059\u308b\u4e8b\u524d\u306e\u8cea\u554f\u3068\u76f4\u63a5\u95a2\u9023\u4ed8\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u91cd\u8981\u306a\u6280\u8853\u3084\u57fa\u677f\u306a\u3069\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u5fc5\u8981\u306a\u91cd\u8981\u306a\u80fd\u529b\u306b\u3064\u3044\u3066\u306f\u3001\u305d\u308c\u4ee5\u964d\u3082\u4e8b\u696d\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u6570\u5e74\u306b\u308f\u305f\u3063\u3066\u5fc5\u8981\u3068\u3055\u308c\u308b\u975e\u5e38\u306b\u6025\u306a\u88fd\u54c1\u306e\u7acb\u3061\u4e0a\u3052\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u3001\u6700\u7d42OEM\u3084\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3068\u3082\u306b\u3001\u5b9f\u969b\u306b\u6570\u5e74\u5148\u306e\u4e8b\u696d\u8a08\u753b\u3092\u7acb\u3066\u308b\u969b\u306b\u3082\u3001\u3053\u306e\u50be\u5411\u306f\u7d9a\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n

Gary Mobley — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30de\u30c3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30b2\u30a4\u30ea\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b3\u30fc\u30a6\u30a7\u30f3\u306e\u30de\u30c3\u30c8\u30fb\u30e9\u30e0\u30b8\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Matt Ramsay — \u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30de\u30c3\u30c8\u3001\u30af\u30e9\u30a6\u30c9\u304c\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u91cd\u8981\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u7c21\u5358\u306a\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u79c1\u81ea\u8eab\u306e\u89b3\u5bdf\u306b\u3088\u308b\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5206\u91ce\u3067\u306f\u4eca\u5f8c 1 \u5e74\u9593\u306b Intel \u306e Sapphire\u3001AMD \u306e Genoa\u3001PAM4 400Gig \u306e\u5149\u5b66\u7cfb\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u3082\u306e\u304c\u767b\u5834\u3059\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u652f\u51fa\u5206\u91ce\u3067\u306f\u304b\u306a\u308a\u5927\u304d\u306a\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u30fb\u30b5\u30a4\u30af\u30eb\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u5fa1\u793e\u304c\u304a\u5ba2\u69d8\u3068\u63a5\u3059\u308b\u4e2d\u3067\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002Intel\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u660e\u78ba\u3067\u306a\u3044\u305f\u3081\u306b\u3001\u3042\u308b\u7a2e\u306e\u652f\u51fa\u3092\u6291\u5236\u3057\u3066\u304d\u305f\u3068\u601d\u308f\u308c\u307e\u3059\u304c\u3001\u305d\u306e\u3088\u3046\u306a\u652f\u51fa\u306b\u5909\u5316\u304c\u751f\u3058\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u304b? \u4eca\u5f8c1\uff5e2\u5e74\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u3078\u306e\u6295\u8cc7\u74b0\u5883\u306b\u3064\u3044\u3066\u3001\u73fe\u5728\u306e\u72b6\u6cc1\u3092\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

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

\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fc — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30c3\u30c8\u3002\u3053\u3053\u3067\u304a\u8a71\u3057\u3057\u3066\u3044\u308b\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u307e\u3063\u305f\u304f\u305d\u306e\u901a\u308a\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u66f4\u65b0\u3001\u65b0\u3057\u3044\u30b5\u30fc\u30d0\u30fc\u306e\u66f4\u65b0\u3001\u305d\u3057\u3066\u3042\u3089\u3086\u308b\u7a2e\u985e\u306e\u30c1\u30c3\u30d7\u3001\u30b5\u30fc\u30d0\u30fc\u305d\u306e\u3082\u306e\u3060\u3051\u3067\u306a\u304f\u3001\u5fc5\u8981\u3068\u3055\u308c\u308b\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3001\u3055\u307e\u3056\u307e\u306aAI\u3001GPU\u30af\u30e9\u30b9\u30bf\u306a\u3069\u304c\u65b9\u7a0b\u5f0f\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u304f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u3042\u3089\u3086\u308b\u30c8\u30ec\u30f3\u30c9\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u304c\u6700\u7d42\u7684\u306b\u3001\u30b7\u30ea\u30b3\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3001\u30af\u30e9\u30a6\u30c9\u306e\u8a2d\u5099\u6295\u8cc7\u3084\u5fc5\u8981\u306a\u3082\u306e\u3092\u6839\u672c\u7684\u306b\u4e0b\u652f\u3048\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u65b0\u3057\u3044\u30b5\u30a4\u30af\u30eb\u304c\u5230\u6765\u3057\u3001\u5909\u8c8c\u3092\u9042\u3052\u308b\u3053\u3068\u306f\u3001Marvell\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u826f\u3044\u3053\u3068\u306a\u306e\u3067\u3059\u3002PAM4 400\u30ae\u30ac\u306e\u6a5f\u4f1a\u306f\u3001\u307e\u3055\u306b\u305d\u306e\u597d\u4f8b\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3001\u3064\u307e\u308a\u3053\u308c\u304b\u3089\u767b\u5834\u3059\u308b\u65b0\u3057\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3067\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3054\u3068\u3001\u30b5\u30fc\u30d0\u30fc\u3054\u3068\u306a\u3069\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u975e\u5e38\u306b\u591a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u559c\u3073\u3067\u3059\u3002\u307e\u305f\u3001\u4e00\u90e8\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u9045\u308c\u304c\u51fa\u3066\u3044\u308b\u3053\u3068\u3082\u4e8b\u5b9f\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u5b9f\u884c\u3055\u308c\u3001\u79fb\u884c\u304c\u884c\u308f\u308c\u308c\u3070\u3001Marvell\u306f\u5927\u304d\u304f\u6210\u9577\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u898b\u3066\u3044\u308b\u6210\u9577\u4e88\u6e2c\u3092\u88cf\u4ed8\u3051\u308b\u3082\u3046\u4e00\u3064\u306e\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n

\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

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

\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u6c7a\u7b97\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304c\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u306e\u74b0\u5883\u3067\u306f\u53b3\u3057\u3044\u3067\u3059\u304c\u826f\u3044\u9298\u67c4\u306a\u306e\u3067\u5b89\u5024 … <\/p>\n","protected":false},"author":1,"featured_media":915,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[449,76,551,552,255,105,83],"class_list":["post-1205","post","type-post","status-publish","format-standard","has-post-thumbnail","category-uncategorized","tag-mrvl","tag-76","tag-551","tag-552","tag-255","tag-105","tag-83"],"yoast_head":"\n\u3010\u7ffb\u8a33\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a – \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=1205\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u3010\u7ffb\u8a33\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a – \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0\" \/>\n<meta property=\"og:description\" content=\"\u30d5\u30a1\u30d6\u30ec\u30b9\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u3011\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b0\u30eb\u30fc\u30d7 ( NSDQ:MRVL )2022\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u6c7a\u7b97\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304c\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u306e\u74b0\u5883\u3067\u306f\u53b3\u3057\u3044\u3067\u3059\u304c\u826f\u3044\u9298\u67c4\u306a\u306e\u3067\u5b89\u5024 ...\" \/>\n<meta property=\"og:url\" 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