{"id":1436,"date":"2022-05-05T21:29:10","date_gmt":"2022-05-05T12:29:10","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1436"},"modified":"2022-05-05T21:30:05","modified_gmt":"2022-05-05T12:30:05","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%a2%e3%83%89%e3%83%90%e3%83%b3%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9e%e3%82%a4%e3%82%af%e3%83%ad%e3%83%bb%e3%83%87%e3%83%90%e3%82%a4%e3%82%b7%e3%82%ba-nsdqamd","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1436","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

GPU\u306e\u4fa1\u683c\u4e0b\u843d\u306a\u3069\u4e0d\u5b89\u8981\u7d20\u306f\u3042\u308a\u307e\u3057\u305f\u304c\u6c7a\u7b97\u306f\u975e\u5e38\u306b\u826f\u304b\u3063\u305f\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3066\u304a\u308a\u4eca\u5f8c\u3082\u671f\u5f85\u304c\u6301\u3066\u307e\u3059\u306d\u3002<\/p>\n

\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u306b\u3064\u3044\u3066\u306f\u597d\u8abf\u306a\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u4eca\u306f\u682a\u4fa1\u3082\u4e0b\u304c\u3063\u3066\u3044\u308b\u306e\u3067\u5c11\u3057\u305a\u3064\u62fe\u3063\u3066\u3044\u3063\u3066\u3082\u3044\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u306d\u3002<\/p>\n

\"\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba

\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)\u682a\u4fa1<\/p><\/div>\n

\u524d\u56de\u306e2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n

\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nLaura Graves — Corporate Vice President, Investor Relations
\nLisa Su — Chairman and Chief Executive Officer
\nDevinder Kumar — Executive Vice President, Chief Financial Officer and Treasurer
\nMatt Ramsay — Cowen and Company — Analyst
\nToshiya Hari — Goldman Sachs — Analyst
\nVictor Peng — President, Adaptive & Embedded Computing Group
\nVivek Arya — Bank of America Merrill Lynch — Analyst
\nStacy Rasgon — Bernstein Research — Analyst
\nAaron Rakers — Wells Fargo Securities — Analyst
\nHarlan Sur — J.P. Morgan — Analyst
\nMark Lipacis — Jefferies — Analyst
\nRoss Seymore — Deutsche Bank — Analyst
\nTimothy Arcuri — UBS — Analyst
\nBrett Simpson — Arete Research — Analyst
\nMore AMD analysis<\/p>\n

2022\u5e7405\u670803\u65e5 17\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n

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

\u3053\u3093\u306b\u3061\u306f\u3001AMD\u306e2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u3088\u3046\u3053\u305d\u3002[\u3053\u306e\u4f1a\u8b70\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30ed\u30fc\u30e9\u30fb\u30b0\u30ec\u30a4\u30d6\u30b9\uff08Laura Graves\uff09\u306b\u96fb\u8a71\u3092\u5909\u3048\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u30ed\u30fc\u30e9\u3001\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30b0\u30ec\u30a4\u30d6\u30b9 — \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u6d3b\u52d5\u62c5\u5f53\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

AMD\u306e2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u4eca\u307e\u3067\u306b\u3001\u5f53\u793e\u306e\u6c7a\u7b97\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3068\u6dfb\u4ed8\u306e\u30b9\u30e9\u30a4\u30c9\u3092\u3054\u89a7\u306b\u306a\u308b\u6a5f\u4f1a\u304c\u3042\u3063\u305f\u304b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u3060\u3054\u89a7\u306b\u306a\u3063\u3066\u3044\u306a\u3044\u65b9\u306f\u3001amd.com\u306e\u6295\u8cc7\u5bb6\u60c5\u5831\u30da\u30fc\u30b8\u3067\u3054\u89a7\u306b\u306a\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u672c\u65e5\u306f\u30012022\u5e742\u670814\u65e5\u306b\u5b8c\u4e86\u3057\u305f\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u8cb7\u53ce\u306e\u4e00\u90e8\u5bc4\u4e0e\u3092\u542b\u3080\u3001AMD\u306e\u7b2c1\u56db\u534a\u671f\u696d\u7e3e\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002
\n\u307e\u305f\u30012022\u5e74\u7b2c1\u56db\u534a\u671f\u306eAMD\u5358\u4f53\u306e\u696d\u7e3e\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u307e\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u4e3b\u306b\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3092\u53c2\u7167\u3057\u307e\u3059\u3002\u975eGAAP\u304b\u3089GAAP\u3078\u306e\u8abf\u6574\u8868\u306f\u3001\u672c\u65e5\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u304a\u3088\u3073\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u30b9\u30e9\u30a4\u30c9\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u306f\u3001\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306e\u30ea\u30b5\u30fb\u30b9\u30fc\u3068\u3001\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u517c\u8ca1\u52d9\u62c5\u5f53\u306e\u30c7\u30d3\u30f3\u30c0\u30fc\u30fb\u30af\u30de\u30fc\u30eb\u304c\u53c2\u52a0\u3057\u307e\u3059\u3002\u307e\u305f\u3001AMD\u306e\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6\uff06\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b0\u30eb\u30fc\u30d7\u306e\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3067\u3042\u308b\u30d3\u30af\u30bf\u30fc\u30fb\u30da\u30f3\u304c\u8cea\u7591\u5fdc\u7b54\u306b\u53c2\u52a0\u3057\u307e\u3059\u3002\u3053\u306e\u4f1a\u8b70\u306f\u30e9\u30a4\u30d6\u3067\u884c\u308f\u308c\u3001\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3067\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u518d\u653e\u9001\u3055\u308c\u307e\u3059\u3002\u958b\u59cb\u524d\u306b\u3001AMD\u306f6\u67089\u65e5\uff08\u6728\uff09\u306b2022\u5e74\u5ea6\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30fc\u3092\u958b\u50ac\u3057\u3001\u7b2c2\u56db\u534a\u671f\u306e\u9759\u7c9b\u6642\u9593\u306f6\u670817\u65e5\uff08\u91d1\uff09\u306e\u55b6\u696d\u7d42\u4e86\u6642\u304b\u3089\u3068\u306a\u308b\u4e88\u5b9a\u3067\u3042\u308b\u3053\u3068\u3092\u7533\u3057\u6dfb\u3048\u307e\u3059\u3002<\/p>\n

\u672c\u65e5\u306e\u8aac\u660e\u306b\u306f\u3001\u73fe\u5728\u306e\u4fe1\u5ff5\u3001\u4eee\u5b9a\u304a\u3088\u3073\u671f\u5f85\u306b\u57fa\u3065\u304f\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u3042\u304f\u307e\u3067\u3082\u672c\u65e5\u6642\u70b9\u306e\u8a71\u3067\u3042\u308a\u3001\u305d\u306e\u305f\u3081\u3001\u5b9f\u969b\u306e\u7d50\u679c\u304c\u5f53\u793e\u306e\u73fe\u5728\u306e\u671f\u5f85\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u539f\u56e0\u3068\u306a\u308a\u5f97\u308b\u30ea\u30b9\u30af\u304a\u3088\u3073\u4e0d\u78ba\u5b9f\u6027\u3092\u542b\u3093\u3067\u3044\u307e\u3059\u3002\u5b9f\u969b\u306e\u7d50\u679c\u3068\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u4e3b\u306a\u8981\u56e0\u306b\u306f\u3001\u5f53\u793e\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u6ce8\u610f\u4e8b\u9805\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30ea\u30b5\u30fb\u30b9\u30fc\u306b\u96fb\u8a71\u3092\u304a\u7e4b\u304e\u3057\u307e\u3059\u3002\u30ea\u30b5\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u904e\u53bb\u6700\u9ad8\u306e\u696d\u7e3e\u3092\u9054\u6210\u3057\u305f\u3053\u3068\u306b\u52a0\u3048\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u6226\u7565\u7684\u8cb7\u53ce\u3092\u5b8c\u4e86\u3057\u3001Pensando \u306e\u8cb7\u53ce\u8a08\u753b\u3082\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u8cb7\u53ce\u306e\u6226\u7565\u7684\u91cd\u8981\u6027\u306f\u3001\u5f53\u793e\u306e\u9577\u671f\u7684\u306a\u76ee\u6a19\u306b\u3068\u3063\u3066\u3001\u3044\u304f\u3089\u5f37\u8abf\u3057\u3066\u3082\u3057\u904e\u304e\u308b\u3053\u3068\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u3002FPGA\u3068\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u696d\u754c\u7b2c1\u4f4d\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u3067\u3042\u308b\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u3001\u5f53\u793e\u306e\u6280\u8853\u3068\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5927\u5e45\u306b\u62e1\u5927\u3059\u308b\u3002<\/p>\n

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\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u58f2\u4e0a\u306f\u3001Ryzen\u30e2\u30d0\u30a4\u30eb\u304a\u3088\u3073\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u58f2\u4e0a\u5897\u306b\u57fa\u3065\u304d\u3001\u524d\u5e74\u540c\u671f\u6bd4\u30672\u6841\u306e\u5927\u5e45\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u30018\u56db\u534a\u671f\u9023\u7d9a\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u58f2\u4e0a\u9ad8\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u305f\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3067\u306f\u3001\u696d\u754c\u6700\u901f\u306e\u30b2\u30fc\u30df\u30f3\u30b0CPU\u3067\u3042\u308a\u30013D\u30b9\u30bf\u30c3\u30af\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u3092\u521d\u3081\u3066\u642d\u8f09\u3057\u305f\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u3067\u3042\u308bRyzen 5800 X3D CPU\u3092\u542b\u30807\u3064\u306e\u65b0\u3057\u3044Ryzen CPU\u3092\u767a\u8868\u3057\u3001\u30d7\u30ed\u30bb\u30c3\u30b5\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u30ce\u30fc\u30c8\u30d6\u30c3\u30af PC \u3067\u306f\u3001Rembrandt Ryzen 6000 \u30e2\u30d0\u30a4\u30eb\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u767a\u58f2\u306b\u3088\u308a\u3001\u30e2\u30d0\u30a4\u30eb\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u58f2\u4e0a\u304c\u904e\u53bb\u6700\u9ad8\u3068\u306a\u308a\u3001\u5f53\u793e\u306e\u30e2\u30d0\u30a4\u30eb\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3067\u3042\u308b\u6f14\u7b97\u80fd\u529b\u3001\u30b2\u30fc\u30e0\u80fd\u529b\u3001\u30d0\u30c3\u30c6\u30ea\u5bff\u547d\u304c\u62e1\u5f35\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u5546\u696d\u7528\u88fd\u54c1\u3067\u306f\u3001\u6027\u80fd\u3068\u30d0\u30c3\u30c6\u30ea\u30fc\u5bff\u547d\u306b\u512a\u308c\u3001\u6700\u65b0\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304a\u3088\u3073\u7ba1\u7406\u6a5f\u80fd\u3092\u5099\u3048\u305f\u6700\u65b0\u306eRyzen 6000 Pro\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u30012022\u5e74\u306e\u30ce\u30fc\u30c8PC\u306e\u8ca9\u58f2\u958b\u59cb\u306b\u5411\u3051\u3066\u3001\u591a\u304f\u306e\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u3092\u7372\u5f97\u3057\u3066\u304a\u308a\u3001\u6210\u9577\u3092\u52a0\u901f\u3055\u305b\u308b\u4f53\u5236\u304c\u6574\u3063\u3066\u3044\u307e\u3059\u3002PC\u5e02\u5834\u306f\u3001\u904e\u53bb\u6700\u9ad8\u6c34\u6e96\u306b\u8fd1\u3044\u51fa\u8377\u53f0\u6570\u3092\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u8a18\u9332\u3057\u305f\u5f8c\u3001\u82e5\u5e72\u306e\u8edf\u5316\u3092\u7d4c\u9a13\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5f53\u793e\u306f\u3001\u5f37\u3044\u6210\u9577\u6a5f\u4f1a\u304c\u898b\u8fbc\u307e\u308c\u308b\u30d7\u30ec\u30df\u30a2\u30e0\u5e02\u5834\u3001\u30b2\u30fc\u30df\u30f3\u30b0\u5e02\u5834\u304a\u3088\u3073\u696d\u52d9\u7528\u5e02\u5834\u306b\u5f15\u304d\u7d9a\u304d\u6ce8\u529b\u3057\u3001\u9867\u5ba2\u5168\u4f53\u306e\u58f2\u4e0a\u30b7\u30a7\u30a2\u3092\u5f15\u304d\u7d9a\u304d\u7372\u5f97\u3057\u3066\u3044\u304f\u898b\u8fbc\u307f\u3067\u3059\u3002\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u5206\u91ce\u3067\u306f\u3001\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30c1\u30e3\u30cd\u30eb\u306e\u58f2\u4e0a\u304c\u8a18\u9332\u7684\u3068\u306a\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067 2 \u6841\u306e\u5927\u5e45\u5897\u53ce\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u7528 GPU \u306f\u3001\u5f53\u793e\u306e\u300cRadeon 6000 \u30b7\u30ea\u30fc\u30ba\u300d\u306e\u8ca9\u58f2\u304c\u597d\u8abf\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d04 2 \u500d\u306e\u58f2\u4e0a\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30e2\u30d0\u30a4\u30eb\u5206\u91ce\u3067\u306f\u3001\u5f53\u56db\u534a\u671f\u306b\u5f53\u793e\u306e\u6700\u65b0\u306eRadeon 6000\u30e2\u30d0\u30a4\u30ebGPU\u3092\u642d\u8f09\u3057\u305f\u6700\u521d\u306e\u30ce\u30fc\u30c8\u30d6\u30c3\u30af\u304c\u767a\u58f2\u3055\u308c\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u8ca9\u58f2\u304c\u5897\u52a0\u3059\u308b\u3082\u306e\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u58f2\u4e0a\u306f\u3001Instinct MI210 \u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306e\u767a\u58f2\u306b\u3088\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4\u6a2a\u3070\u3044\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306f\u3001\u5927\u898f\u6a21\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u3068\u306e\u5951\u7d04\u3092\u62e1\u5927\u3057\u3001\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30b9\u306eHPC\u304a\u3088\u3073AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5bfe\u8c61\u3068\u3057\u305fROCm 5\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30a4\u30fc\u30c8\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u90e8\u9580\u306b\u76ee\u3092\u5411\u3051\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u7528\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u304a\u3088\u3073\u7d44\u8fbc\u307f\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u904e\u53bb\u6700\u9ad8\u306e\u58f2\u4e0a\u9ad8\u306b\u727d\u5f15\u3055\u308c\u3001\u524d\u5e74\u540c\u671f\u6bd488\uff05\u5897\u306e25\u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306e\u58f2\u4e0a\u306f\u3001\u30bd\u30cb\u30fc\u3068\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u30b2\u30fc\u30e0\u6a5f\u3001\u304a\u3088\u3073Valve\u306e\u65b0\u3057\u3044Steam\u30c7\u30c3\u30ad\u3078\u306e\u5f37\u3044\u9700\u8981\u306b\u57fa\u3065\u304d\u3001\u524d\u5e74\u6bd42\u6841\u306e\u5927\u5e45\u306a\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30b2\u30fc\u30e0\u6a5f\u4e16\u4ee3\u306e\u58f2\u4e0a\u306f\u3001\u305d\u308c\u4ee5\u524d\u306e\u3059\u3079\u3066\u306e\u4e16\u4ee3\u3092\u4e0a\u56de\u308a\u7d9a\u3051\u3066\u304a\u308a\u30012022\u5e74\u306f\u5f53\u793e\u306e\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u4e8b\u696d\u306b\u3068\u3063\u3066\u8a18\u9332\u7684\u306a\u5e74\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u30d3\u30b8\u30cd\u30b9\u306b\u76ee\u3092\u5411\u3051\u308b\u3068 \u58f2\u4e0a\u9ad8\u306f\u3001\u81ea\u52d5\u8eca\u5411\u3051\u306e\u6210\u9577\u306b\u727d\u5f15\u3055\u308c\u3001\u524d\u5e74\u6bd42\u500d\u4ee5\u4e0a\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30c6\u30a3\u30a21\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304b\u3089\u306e\u6b21\u4e16\u4ee3\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304a\u3088\u3073\u30d5\u30a1\u30a4\u30a2\u30a6\u30a9\u30fc\u30eb\u6a5f\u5668\u306b\u304a\u3044\u3066\u3001\u8907\u6570\u306e\u30c7\u30b6\u30a4\u30f3\u30a6\u30a3\u30f3\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30fc\u30d0\u30fc\u90e8\u9580\u306b\u76ee\u3092\u5411\u3051\u308b\u3068<\/p>\n

\u5f53\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd4\u3067 2 \u500d\u4ee5\u4e0a\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u3082 2 \u6841\u5897\u3068\u306a\u308a\u3001\u518d\u3073\u8a18\u9332\u7684\u306a\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u904e\u53bb10\u56db\u534a\u671f\u306e\u3046\u30618\u56db\u534a\u671f\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u58f2\u4e0a\u304c\u524d\u5e74\u540c\u671f\u6bd4\u30672\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001HPC\u306e\u304a\u5ba2\u69d8\u306b\u304a\u3051\u308b\u5f53\u793e\u306eEPYC\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u9700\u8981\u306e\u9ad8\u307e\u308a\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306e\u53ce\u76ca\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u5185\u90e8\u30a4\u30f3\u30d5\u30e9\u306e\u5c0e\u5165\u3092\u62e1\u5927\u3057\u3001Alibaba\u3001Amazon\u3001Baidu Cloud\u3001Microsoft Azure\u3001Google\u306a\u3069\u304c70\u306e\u65b0\u3057\u3044AMD\u642d\u8f09\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3092\u7acb\u3061\u4e0a\u3052\u305f\u305f\u3081\u3001\u524d\u5e74\u540c\u671f\u6bd4\u30672\u500d\u4ee5\u4e0a\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u73fe\u5728\u3001\u6700\u5927\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u63d0\u4f9b\u3059\u308bAMD\u30d9\u30fc\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u306f460\u3092\u8d85\u3048\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u3055\u3089\u306a\u308b\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u306e\u6295\u5165\u304c\u4e88\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5206\u91ce\u3067\u306f\u3001IT\u30a4\u30f3\u30d5\u30e9\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u306e\u4e3b\u8981\u306a\u696d\u7a2e\u306b\u304a\u3044\u3066\u529b\u5f37\u3044\u6210\u9577\u304c\u898b\u3089\u308c\u3001\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd4\u30672\u500d\u4ee5\u4e0a\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u793e\u306e\u8ca9\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u5f15\u304d\u7d9a\u304d\u975e\u5e38\u306b\u5f37\u529b\u3067\u3042\u308a\u3001\u5f53\u56db\u534a\u671f\u306b\u306f\u5e45\u5e83\u3044\u9867\u5ba2\u5c64\u3067\u52dd\u7387\u304c\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306b\u306f\u30013D\u30b9\u30bf\u30c3\u30af\u30c9\u30fb\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u3092\u642d\u8f09\u3057\u305f\u521d\u306eEPYC\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6280\u8853\u306f\u3001\u30c6\u30af\u30cb\u30ab\u30eb\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u6027\u80fd\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u3001\u5f53\u793e\u306e\u524d\u4e16\u4ee3\u3068\u6bd4\u8f03\u3057\u3066\u6700\u592766%\u62e1\u5927\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u5f53\u56db\u534a\u671f\u306b\u306f\u3001Atos\u3001Cisco\u3001Dell\u3001HPE\u3001Lenovo\u3001Supermicro \u306e\u3059\u3079\u3066\u304c\u3001\u3053\u306e\u65b0\u3057\u3044 CPU \u3092\u642d\u8f09\u3057\u305f\u30b5\u30fc\u30d0\u3092\u767a\u58f2\u3057\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306b\u306f\u3001\u9867\u5ba2\u304a\u3088\u3073\u30d1\u30fc\u30c8\u30ca\u30fc\u304b\u3089\u306e\u30b5\u30f3\u30d7\u30ea\u30f3\u30b0\u304c\u62e1\u5927\u3057\u3001\u5f53\u793e\u306e\u6b21\u4e16\u4ee3\u30b5\u30fc\u30d0\u30fc\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u300cGenoa\u300d\u306b\u5bfe\u3059\u308b\u671f\u5f85\u306f\u9ad8\u307e\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002Genoa\u306f\u3001\u5f53\u793e\u306eEPYC\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u6027\u80fd\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3001TCO\u306e\u512a\u4f4d\u6027\u3092\u3055\u3089\u306b\u62e1\u5927\u3057\u3001\u696d\u754c\u6700\u9ad8\u6027\u80fd\u306e\u6c4e\u7528\u30b5\u30fc\u30d0\u30fcCPU\u306b\u306a\u308b\u3082\u306e\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002Genoa\u306f\u4eca\u5e74\u4e0b\u534a\u671f\u306b\u767a\u58f2\u3059\u308b\u4e88\u5b9a\u3067\u3042\u308a\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001HPC\u306e\u304a\u5ba2\u69d8\u306e\u63a1\u7528\u62e1\u5927\u306b\u57fa\u3065\u304d\u3001\u5f15\u304d\u7d9a\u304d\u30b7\u30a7\u30a2\u62e1\u5927\u306e\u8ecc\u9053\u306b\u4e57\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u9ad8\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u306e\u30af\u30e9\u30a6\u30c9\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u3001\u3088\u308a\u30b3\u30a2\u6570\u306e\u591a\u3044 Bergamo \u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u958b\u767a\u306f\u5f15\u304d\u7d9a\u304d\u9806\u8abf\u306b\u9032\u3093\u3067\u304a\u308a\u30012023 \u5e74\u524d\u534a\u306e\u51fa\u8377\u958b\u59cb\u306b\u5411\u3051\u3066\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u30d3\u30b8\u30cd\u30b9\u306b\u76ee\u3092\u5411\u3051\u308b\u3068 \u8cb7\u53ce\u5b8c\u4e86\u5f8c\u306e 6 \u9031\u9593\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u58f2\u4e0a\u306f 5 \u5104 5,900 \u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u901a\u671f\u306e\u30d7\u30ed\u30d5\u30a9\u30fc\u30de \u30d9\u30fc\u30b9\u3067\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f 4 \u56db\u534a\u671f\u9023\u7d9a\u3067\u524d\u5e74\u540c\u671f\u6bd4 20%\u4ee5\u4e0a\u306e\u5897\u53ce\u3092\u9054\u6210\u3057\u30012 \u56db\u534a\u671f\u9023\u7d9a\u3067 10 \u5104\u30c9\u30eb\u8d85\u306e\u58f2\u4e0a\u9ad8\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30c7\u30fc\u30bf \u30bb\u30f3\u30bf\u30fc\u3067\u306f\u3001\u7b2c 1 \u56db\u534a\u671f\u306e\u9700\u8981\u306f\u3001Tier1 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u304a\u3051\u308b FPGA-as-a-Service \u304a\u3088\u3073 SmartNIC \u306e\u5c55\u958b\u306e\u62e1\u5927\u3084\u3001\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u4f01\u696d\u3068\u306e\u4f4e\u30ec\u30a4\u30c6\u30f3\u30b7\u30fc \u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0 \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u727d\u5f15\u3055\u308c\u307e\u3057\u305f\u3002\u901a\u4fe1\u5206\u91ce\u3067\u306f\u3001\u6709\u7dda\u9700\u8981\u3001\u30a2\u30af\u30bb\u30b9\u3001\u5149\u4f1d\u9001\u304c\u597d\u8abf\u3067\u3057\u305f\u3002\u30ef\u30a4\u30e4\u30ec\u30b9\u3067\u306f\u3001\u8907\u6570\u306e\u5730\u57df\u3067Versal\u30d9\u30fc\u30b9\u306e5G\u5c0e\u5165\u304c\u5f15\u304d\u7d9a\u304d\u6d3b\u767a\u5316\u3057\u3066\u304a\u308a\u3001\u30c6\u30a3\u30a21\u306e\u901a\u4fe1\u6a5f\u5668\u30d7\u30ed\u30d0\u30a4\u30c0\u304cVersal ACAP\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u6b21\u4e16\u4ee3\u30d9\u30fc\u30b9\u30d0\u30f3\u30c9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u8a2d\u8a08\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u88fd\u54c1\u5e02\u5834\u5168\u4f53\u3067\u306f\u3001\u81ea\u52d5\u8eca\u3001\u7523\u696d\u3001\u30d3\u30b8\u30e7\u30f3\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u306e\u5404\u5206\u91ce\u3067\u8a18\u9332\u7684\u306a\u30d7\u30ed\u30d5\u30a9\u30fc\u30de\u58f2\u4e0a\u3092\u9054\u6210\u3057\u3001\u65fa\u76db\u306a\u9700\u8981\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u4eca\u5f8c\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u3059\u3079\u3066\u306e\u6700\u7d42\u5e02\u5834\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u5f37\u3044\u9700\u8981\u304c\u3042\u308b\u3068\u898b\u3066\u304a\u308a\u3001\u4f9b\u7d66\u91cf\u306e\u5897\u52a0\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u6b21\u306b\u3001\u7d71\u5408\u4f5c\u696d\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u7d71\u5408\u304c\u5b8c\u4e86\u3057\u3066\u304b\u3089\u6570\u30f6\u6708\u304c\u7d4c\u3061\u307e\u3057\u305f\u304c\u3001\u304a\u5ba2\u69d8\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u5f93\u696d\u54e1\u304b\u3089\u5927\u304d\u306a\u53cd\u97ff\u304c\u3042\u308a\u3001\u88fd\u54c1\u304a\u3088\u3073\u53ce\u76ca\u306e\u30b7\u30ca\u30b8\u30fc\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306f\u73fe\u5728\u3001\u9ad8\u6027\u80fd\u304a\u3088\u3073\u9069\u5fdc\u578b\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30a8\u30f3\u30b8\u30f3\u3068\u3044\u3046\u696d\u754c\u6700\u9ad8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6709\u3057\u3066\u304a\u308a\u3001\u62e1\u5927\u3057\u305f\u6280\u8853\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6d3b\u7528\u3057\u3066\u3001\u3055\u3089\u306b\u5f37\u529b\u306a\u88fd\u54c1\u3092\u63d0\u4f9b\u3059\u308b\u6a5f\u4f1a\u304c\u8907\u6570\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u4e00\u4f8b\u3068\u3057\u3066\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u5dee\u5225\u5316\u3055\u308c\u305f AI \u30a8\u30f3\u30b8\u30f3\u3092\u5f53\u793e\u306e CPU \u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u7d71\u5408\u3057\u3001\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u63a8\u8ad6\u6a5f\u80fd\u3092\u5b9f\u73fe\u3059\u308b\u4e88\u5b9a\u3067\u3059\uff08\u6700\u521d\u306e\u88fd\u54c1\u306f 2023 \u5e74\u306b\u767a\u58f2\u4e88\u5b9a\u3067\u3059\uff09\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u62e1\u5927\u3055\u308c\u305f\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3088\u3063\u3066\u3001\u3088\u308a\u591a\u304f\u306e\u8a08\u7b97\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u305f\u3081\u3001\u3044\u304f\u3064\u304b\u306e\u5927\u624b\u9867\u5ba2\u3068\u306e\u9593\u3067\u3001\u3055\u3089\u306b\u5927\u304d\u306a\u53ce\u76ca\u30b7\u30ca\u30b8\u30fc\u306e\u6a5f\u4f1a\u304c\u78ba\u8a8d\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u8981\u7d04\u3059\u308b\u3068\u30012022\u5e74\u521d\u982d\u306f\u3001AMD\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u5909\u66f2\u70b9\u3067\u3042\u308a\u3001\u5f53\u793e\u306e\u30ea\u30fc\u30c0\u30fc\u7684\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u5f37\u529b\u306a\u5b9f\u884c\u529b\u3001\u305d\u3057\u3066\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u8cb7\u53ce\u306e\u5b8c\u4e86\u306b\u3088\u3063\u3066\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u3068\u30dc\u30c8\u30e0\u30e9\u30a4\u30f3\u306e\u8ca1\u52d9\u696d\u7e3e\u304c\u8a18\u9332\u3055\u308c\u305f\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u73fe\u5728\u30017\u56db\u534a\u671f\u9023\u7d9a\u3067\u524d\u5e74\u540c\u671f\u6bd445%\u4ee5\u4e0a\u306e\u53ce\u76ca\u6210\u9577\u3092\u9054\u6210\u3057\u3001\u904e\u53bb10\u56db\u534a\u671f\u3067\u524d\u5e74\u540c\u671f\u6bd460%\u4ee5\u4e0a\u306e\u7d14\u5229\u76ca\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

AMD \u306e\u6709\u6a5f EL \u6210\u9577\u3068\u3001\u8907\u6570\u306e\u30a8\u30f3\u30c9 \u30de\u30fc\u30b1\u30c3\u30c8\u3067\u5f37\u3044\u9700\u8981\u304c\u3042\u308b\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u52a0\u308f\u3063\u305f\u3053\u3068\u3067\u3001\u5e74\u9593\u58f2\u4e0a\u9ad8\u306f\u5e74\u521d\u306e\u7d04 31% \u5897\u304b\u3089\u7d04 60% \u5897\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u9577\u671f\u7684\u306b\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3068Pensando\u306e\u30c1\u30fc\u30e0\u304c\u52a0\u308f\u308b\u3053\u3068\u3067\u3001\u3055\u3089\u306a\u308b\u6210\u9577\u6a5f\u4f1a\u304c\u5f97\u3089\u308c\u308b\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001AMD\u306f\u3001\u30ea\u30fc\u30c0\u30fc\u7684\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30f3\u30b8\u30f3\u306e\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u306e\u62e1\u5f35\u306b\u57fa\u3065\u304d\u3001\u591a\u69d8\u306a\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u304a\u3044\u3066\u3001\u975e\u5e38\u306b\u5927\u304d\u306aTAM\u6a5f\u4f1a\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u30026\u6708\u306b\u958b\u50ac\u3055\u308c\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30a4\u3067\u3001\u5f53\u793e\u306e\u6210\u9577\u306e\u6b21\u306e\u30b9\u30c6\u30fc\u30b8\u3092\u53ef\u80fd\u306b\u3059\u308b\u88fd\u54c1\u3068\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u8a73\u3057\u304f\u304a\u8a71\u3057\u3067\u304d\u308b\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30c7\u30d3\u30f3\u30c0\u30fc\u304b\u3089\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306b\u3064\u3044\u3066\u88dc\u8db3\u8aac\u660e\u3092\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30c7\u30d3\u30f3\u30c0\u30fc\uff1f<\/p>\n

\u30c7\u30d3\u30f3\u30c0\u30fc\u30fb\u30af\u30de\u30fc\u30eb — \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u517c\u30c8\u30ec\u30b8\u30e3\u30e9\u30fc<\/p>\n

\u30ea\u30b5\u3001\u3042\u308a\u304c\u3068\u3046\u3002\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u7b2c1\u56db\u534a\u671f\u306f\u3001\u5f53\u793e\u306e\u4e3b\u529b\u88fd\u54c1\u3078\u306e\u5f37\u3044\u9700\u8981\u306b\u3088\u308a\u3001\u56db\u534a\u671f\u30d9\u30fc\u30b9\u3067\u904e\u53bb\u6700\u9ad8\u306e\u58f2\u4e0a\u9ad8\u3001\u7d99\u7d9a\u7684\u306a\u7c97\u5229\u76ca\u7387\u306e\u62e1\u5927\u3001\u904e\u53bb\u6700\u9ad8\u306e\u53ce\u76ca\u6027\u3001\u904e\u53bb\u6700\u9ad8\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u5275\u51fa\u3068\u3001\u7d20\u6674\u3089\u3057\u30441\u5e74\u306e\u30b9\u30bf\u30fc\u30c8\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3055\u3089\u306b\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3068\u306e\u53d6\u5f15\u3092\u5b8c\u4e86\u3057\u3001\u30da\u30f3\u30b5\u30f3\u30c9\u3092\u8cb7\u53ce\u3059\u308b\u610f\u5411\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3092\u5927\u5909\u559c\u3070\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306e\u9023\u7d50\u58f2\u4e0a\u9ad8\u306f59\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd471\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u5168\u4e8b\u696d\u306b\u304a\u3051\u308b\u5927\u5e45\u306a\u6210\u9577\u3068\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u53ce\u76ca\u304c\u90e8\u5206\u7684\u306b\u542b\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u8981\u56e0\u3067\u3059\u3002<\/p>\n

\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u5bc4\u4e0e\u3092\u9664\u304f\u3068\u3001AMD\u306e\u58f2\u4e0a\u306f53\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd455%\u5897\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u58f2\u4e0a\u306f\u524d\u5e74\u540c\u671f\u6bd42\u500d\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u5897\u53ce\u3068\u5229\u76ca\u7387\u306e\u9ad8\u3044\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u53ce\u76ca\u306b\u3088\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4660\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u5897\u306e53\uff05\u3067\u3057\u305f\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3092\u9664\u304fAMD\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u3001\u4e3b\u306b\u30b5\u30fc\u30d0\u30fc\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u5897\u53ce\u306b\u3088\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4480\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u5897\u306e51\uff05\u3067\u3057\u305f\u3002\u55b6\u696d\u8cbb\u7528\u306f\u3001\u5c06\u6765\u306e\u4e8b\u696d\u6210\u9577\u3092\u652f\u3048\u308b\u9577\u671f\u7684\u306a\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3078\u306e\u6295\u8cc7\u3092\u5897\u3084\u3057\u305f\u305f\u3081\u3001\u524d\u5e74\u5ea6\u306e8\u51043,000\u4e07\u30c9\u30eb\u306b\u5bfe\u3057\u300113\u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u55b6\u696d\u5229\u76ca\u306f\u3001\u5927\u5e45\u306a\u5897\u53ce\u3068\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u4e0a\u6607\u3092\u4e3b\u56e0\u306b\u3001\u524d\u5e74\u5ea6\u6bd411\u5104\u30c9\u30eb\u5897\u306e18\u5104\u30c9\u30eb\u3068\u306a\u308a\u30012\u500d\u4ee5\u4e0a \u306e\u8a18\u9332\u7684\u306a\u6c34\u6e96\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u7387\u306f\u3001\u524d\u5e74\u540c\u671f\u306e 22\uff05\u304b\u3089 31\uff05\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u5f53\u671f\u7d14\u5229\u76ca\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd49\u51044,700\u4e07\u30c9\u30eb\u5897\u52a0\u306e16\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u308a\u5229\u76ca\u306f\u3001\u524d\u5e74\u540c\u671f\u306e0.52\u30c9\u30eb\u306b\u5bfe\u3057\u30011.13\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u6b21\u306b\u3001\u7b2c1\u56db\u534a\u671f\u306e\u30d3\u30b8\u30cd\u30b9\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u696d\u7e3e\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff06\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u5206\u91ce\u306e\u58f2\u4e0a\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d7\u30ed\u30bb\u30c3 \u30b5\u3068\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u5897\u53ce\u306b\u3088\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd433\uff05\u5897\u306e28\u5104\u30c9\u30eb\u3068\u306a\u308a\u307e \u3057\u305f\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff06\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u5206\u91ce\u306e\u55b6\u696d\u5229\u76ca\u306f\u3001\u524d\u5e74\u540c\u671f\u306e4\u51048,500\u4e07\u30c9\u30eb\uff08\u58f2\u4e0a\u9ad8\u6bd4 23\uff05\uff09\u306b\u5bfe\u3057\u30017\u51042,300\u4e07\u30c9\u30eb\uff08\u540c26\uff05\uff09\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u306e\u5897\u52a0\u306f\u3001\u4e3b\u306b\u5897\u53ce\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u304c\u3001\u55b6\u696d\u8cbb\u7528\u306e\u5897\u52a0\u306b\u3088\u308a\u4e00\u90e8\u76f8\u6bba\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u5206\u91ce\u306e\u58f2\u4e0a\u306f\u3001\u524d\u5e74\u306e13\u5104\u30c9\u30eb\u304b\u308988\uff05\u5897\u52a0\u3057\u300125\u5104 \u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u5927\u5e45\u306a\u5897\u53ce\u306f\u3001\u30b5\u30fc\u30d0\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u304a\u3088\u3073\u7d44\u307f\u8fbc\u307f\u6a5f\u5668\u306e\u5897\u53ce\u306b \u3088\u308b\u3082\u306e\u3067\u3059\u3002EESC\u5206\u91ce\u306e\u55b6\u696d\u5229\u76ca\u306f\u3001\u524d\u5e74\u5ea6\u306e2\u51047,700\u4e07\u30c9\u30eb\uff08\u58f2\u4e0a\u9ad8\u6bd421\uff05\uff09\u306b\u5bfe\u3057\u30018\u51048,100\u4e07\u30c9\u30eb\uff08\u540c35\uff05\uff09 \u3068\u5927\u5e45\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u3068\u30de\u30fc\u30b8\u30f3\u306e\u5897\u52a0\u306f\u3001\u58f2\u4e0a\u9ad8\u306e\u5897\u52a0\u3001\u8c4a\u5bcc\u306a\u88fd\u54c1\u30df\u30c3\u30af\u30b9\u30018300 \u4e07\u30c9\u30eb\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u306b\u727d\u5f15\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u7b2c 1 \u56db\u534a\u671f\u306e\u58f2\u4e0a\u306f 5 \u5104 5,900 \u4e07\u30c9\u30eb\u3001\u55b6\u696d\u5229\u76ca\u306f 2 \u5104 3,300 \u4e07\u30c9\u30eb (\u58f2\u4e0a\u9ad8\u306e 42%) \u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306e\u30d7\u30ed\u30d5\u30a9\u30fc\u30de \u30d9\u30fc\u30b9\u3067\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u4e3b\u8981\u306a\u30a8\u30f3\u30c9 \u30de\u30fc\u30b1\u30c3\u30c8 \u30ab\u30c6\u30b4\u30ea\u30fc\u3059\u3079\u3066\u3067\u6210\u9577\u304c\u898b\u3089\u308c\u3001\u58f2\u4e0a\u9ad8\u306f 10 \u5104\u30c9\u30eb\u8d85\u3001\u524d\u5e74\u540c\u671f\u6bd4 22% \u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u8cb7\u53ce\u306b\u4f34\u3046\u30b3\u30b9\u30c8\u30b7\u30ca\u30b8\u30fc\u306e\u76ee\u6a19\u306f\u9806\u8abf\u306b\u9054\u6210\u3055\u308c\u3066\u304a\u308a\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u52a0\u308f\u308b\u3053\u3068\u30672022\u5e74\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5229\u76ca\u304c\u5897\u52a0\u3059\u308b\u3082\u306e\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306b\u76ee\u3092\u5411\u3051\u308b\u3068<\/p>\n

\u7b2c1\u56db\u534a\u671f\u672b\u306e\u73fe\u91d1\u3001\u73fe\u91d1\u540c\u7b49\u7269\u3001\u77ed\u671f\u6295\u8cc7\u306e\u6b8b\u9ad8\u306f65\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002\u7b2c1\u56db\u534a\u671f\u306b\u666e\u901a\u682a\u5f0f\u306e\u8cb7\u3044\u623b\u3057\u306b19\u5104\u30c9\u30eb\u3092\u6295\u5165\u3057\u307e\u3057\u305f\u3002\u73fe\u5728\u307e\u3067\u306b\u3001\u5f53\u521d\u306e 40 \u5104\u7c73\u30c9\u30eb\u306e\u81ea\u793e\u682a\u8cb7\u3044\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u3046\u3061 37 \u5104\u7c73\u30c9\u30eb\u3092\u5229\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u56db\u534a\u671f\u4e2d\u306b 80 \u5104\u7c73\u30c9\u30eb\u306e\u65b0\u305f\u306a\u81ea\u793e\u682a\u8cb7\u3044\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u7b2c 1 \u56db\u534a\u671f\u672b\u306e\u6b8b\u984d\u306f 83 \u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u56db\u534a\u671f\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306f\u3001\u524d\u5e74\u540c\u671f\u306e 832 \u767e\u4e07\u30c9\u30eb\u3001\u524d\u671f\u306e 736 \u767e\u4e07\u30c9\u30eb\u306b\u5bfe\u3057\u3001\u904e\u53bb\u6700\u9ad8\u306e 924 \u767e\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u793e\u306f\u3001\u65e2\u5b58\u306e5\u5104\u30c9\u30eb\u306e\u878d\u8cc7\u67a0\u306b\u4ee3\u308f\u308b\u30015\u5e74\u9593\u306e30\u5104\u30c9\u30eb\u306e\u30b5\u30b9\u30c6\u30ca\u30d3\u30ea\u30c6\u30a3\u9023\u52d5\u578b\u878d\u8cc7\u67a0\u306e\u8a2d\u5b9a\u306b\u6210\u529f\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u4f01\u696d\u306eESG\u76ee\u6a19\u306b\u5bfe\u3059\u308b\u5f53\u793e\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u3055\u3089\u306b\u793a\u3059\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u5728\u5eab\u306f24\u5104\u30c9\u30eb\u3067\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u5728\u5eab\u304c\u52a0\u308f\u3063\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u524d\u56db\u534a\u671f\u304b\u30894\u51047,600\u4e07\u30c9\u30eb\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u8ca1\u52d9\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u8aac\u660e\u3059\u308b\u524d\u306b\u3001\u8ca1\u52d9\u30bb\u30b0\u30e1\u30f3\u30c8\u5831\u544a\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u30022022\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u304b\u3089\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5831\u544a\u3092\u4ee5\u4e0b\u306e4\u3064\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5909\u66f4\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3001\u30b2\u30fc\u30df\u30f3\u30b0\u3001\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u306e4\u3064\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5909\u66f4\u3057\u3001\u5f53\u793e\u306e\u6226\u7565\u7684\u306a\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3068\u8ca1\u52d9\u5831\u544a\u3092\u4e00\u81f4\u3055\u305b\u308b\u4e88\u5b9a\u3067\u3059\u3002\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30a4\u3067\u304a\u8a71\u3057\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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\u307e\u305f\u30012022\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7c97\u5229\u76ca\u7387\u306f\u7d0454\uff05\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u8cbb\u7528\u306f\u58f2\u4e0a\u306e24\uff05\u306b\u5f53\u305f\u308b\u7d0415\u51046000\u4e07\u30c9\u30eb\u3001\u5b9f\u52b9\u7a0e\u738713\uff05\u306b\u57fa\u3065\u304f\u975eGAAP\u30d9\u30fc\u30b9\u306e\u652f\u6255\u5229\u606f\u30fb\u7a0e\u91d1\u30fb\u305d\u306e\u4ed6\u306f\u7d042\u51047000\u4e07\u30c9\u30eb\u3001\u5e0c\u8584\u5316\u5f8c\u306e\u682a\u5f0f\u6570\u306f\u7d0416\u51044000\u4e07\u682a\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u30022020\u5e74\u30012022\u5e74\u901a\u5e74\u3067\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3068\u30b5\u30fc\u30d0\u30fc\u304a\u3088\u3073\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306e\u58f2\u4e0a\u5897\u52a0\u306b\u3088\u308a\u3001\u58f2\u4e0a\u306f\u7d0460%\u5897\u306e\u7d04263\u5104\u30c9\u30eb\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u7d0454\uff05\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u8cbb\u7528\u306f\u58f2\u4e0a\u306e\u7d0424\uff05\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5b9f\u52b9\u7a0e\u7387\u306f13\uff05\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u73fe\u91d1\u53ce\u652f\u306f\u3001\u4e3b\u306b\u7814\u7a76\u958b\u767a\u306e\u8cc7\u7523\u8a08\u4e0a\u306b\u5bfe\u3059\u308b\u7c73\u56fd\u3067\u306e\u7a0e\u5236\u8981\u4ef6\u3068\u7c73\u56fd\u3067\u306e\u7d14\u640d\u5931\u304a\u3088\u3073\u7a0e\u984d\u63a7\u9664\u306e\u5b8c\u5168\u6d3b\u7528\u306b\u3088\u308a\u7d0410\uff05\u306b\u306a\u308b\u3068\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

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\u307e\u305f\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u3084\u30b2\u30fc\u30e0\u6a5f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3001\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u3082\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002PC\u5e02\u5834\u306f\u82e5\u5e72\u306e\u8edf\u5316\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f53\u793e\u306f\u3053\u3053\u6570\u56db\u534a\u671f\u3001PC\u5e02\u5834\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u307e\u305f\u306f\u30d7\u30ec\u30df\u30a2\u30e0\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u3068\u88fd\u54c1\u69cb\u6210\u3092\u30b7\u30d5\u30c8\u3057\u3066\u304d\u307e\u3057\u305f\u306e\u3067\u3001\u305d\u3061\u3089\u306b\u6ce8\u529b\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001Ryzen 6000\u30ce\u30fc\u30c8PC\u306e\u8ca9\u58f2\u3092\u958b\u59cb\u3057\u305f\u3053\u3068\u306b\u3088\u308a\u3001PC\u4e8b\u696d\u304c\u524d\u671f\u6bd4\u3067\u5927\u304d\u304f\u6210\u9577\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u306e\u7d50\u679c\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u3001\u30b2\u30fc\u30df\u30f3\u30b0\u3068\u3044\u3063\u305f\u4e3b\u8981\u306a\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u30ab\u30d0\u30fc\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001ASP\u3082\u5927\u304d\u304f\u4f38\u3073\u307e\u3057\u305f\u3002\u4eca\u5f8c\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u7136\u306a\u304c\u3089\u3001\u4eca\u304a\u8a71\u306b\u3042\u3063\u305f\u3088\u3046\u306a\u3053\u3068\u304c\u3059\u3079\u3066\u884c\u308f\u308c\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u4e2d\u3001\u79c1\u305f\u3061\u306f\u4f9b\u7d66\u72b6\u6cc1\u3092\u3046\u307e\u304f\u7ba1\u7406\u3057\u3066\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u304a\u5ba2\u69d8\u3068\u5354\u529b\u3057\u3001\u5f53\u793e\u306e\u88fd\u54c1\u3092\u304a\u5ba2\u69d8\u306e\u88fd\u54c1\u306b\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u52a0\u308f\u3063\u305f\u3053\u3068\u3067\u3001\u975e\u5e38\u306b\u5f37\u3044\u9700\u8981\u3092\u6301\u3064\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u304c\u3082\u3046\u4e00\u3064\u5897\u3048\u3001\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u3068\u3063\u3066\u30d7\u30e9\u30b9\u306b\u306a\u308a\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

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3044\u308d\u3044\u308d\u3068\u6559\u3048\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u3068\u3057\u3066\u3001\u5fa1\u793e\u304c\u63d0\u793a\u3057\u305f\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u691c\u8a3c\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u306f\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u6628\u5e74\u3068\u6bd4\u3079\u308b\u3068\u3001\u30ea\u30f3\u30b4\u3068\u30aa\u30ec\u30f3\u30b8\u306e\u3088\u3046\u306a\u9055\u3044\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3067\u306f\u3001\u5f53\u521d\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u6210\u9577\u738731%\u3068\u3044\u3046\u30ac\u30a4\u30c0\u30f3\u30b9\u304b\u3089\u3044\u304f\u3089\u304b\u306e\u4e0a\u65b9\u4fee\u6b63\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u898f\u6a21\u306b\u3064\u3044\u3066\u4f55\u304b\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308c\u3070\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u6295\u8cc7\u5bb6\u304c\u805e\u304d\u305f\u3044\u306e\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u74b0\u5883\u3068PC\u5e02\u5834\u306b\u3064\u3044\u3066\u306e\u898b\u89e3\u3067\u3057\u3087\u3046\u3002\u5fa1\u793e\u306f\u3001\u4eca\u5e74\u306b\u5165\u308aPC\u304c\u6a2a\u3070\u3044\u3067\u3042\u308b\u3068\u3044\u3046\u5e02\u5834\u5206\u6790\u306b\u304a\u3044\u3066\u3001\u4ed6\u306e\u7af6\u5408\u4ed6\u793e\u3088\u308a\u3082\u5c11\u3057\u4fdd\u5b88\u7684\u306a\u898b\u65b9\u3092\u3055\u308c\u3066\u3044\u305f\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u306b\u5bfe\u3057\u3066\u3001\u65b0\u3057\u3044\u898b\u65b9\u304c\u3042\u308b\u306e\u3067\u306f\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u4eca\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u69cb\u7bc9\u3055\u308c\u305f\u306e\u304b\u3001\u7279\u306b\u5f53\u521d\u306e31%\u3068\u3044\u3046\u898b\u901a\u3057\u306b\u6bd4\u3079\u3066\u3069\u306e\u3088\u3046\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u304b\u306b\u3064\u3044\u3066\u3001\u3054\u610f\u898b\u3092\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30de\u30c3\u30c8\u3001\u305f\u304f\u3055\u3093\u306e\u8cea\u554f\u304c\u3042\u308a\u307e\u3057\u305f\u306e\u3067\u3001\u9806\u3092\u8ffd\u3063\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u307e\u305a\u30012022\u5e74\u901a\u671f\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u300160\uff05\u5897\u3068\u5927\u5e45\u306b\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u306f2\u3064\u306e\u8981\u7d20\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

AMD\u306e\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u4e8b\u696d\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u521d\u30011\u6708\u306e\u5e02\u5834\u306e\u72b6\u6cc1\u3092\u8e0f\u307e\u3048\u306631%\u5897\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u73fe\u5728\u306e\u5e02\u5834\u3084\u5f53\u793e\u306e\u9867\u5ba2\u30fb\u4f9b\u7d66\u72b6\u6cc1\u3092\u898b\u308b\u3068\u3001\u65e2\u5b58\u4e8b\u696d\u306e\u6210\u9577\u7387\u306f30\uff05\u53f0\u534a\u3070\u307e\u3067\u4e0a\u6607\u3057\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u4e3b\u306b\u3001\u30b5\u30fc\u30d0\u30fc\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u975e\u5e38\u306b\u5f37\u3044\u9700\u8981\u3001\u30b3\u30f3\u30bd\u30fc\u30eb\u3084\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u975e\u5e38\u306b\u5f37\u3044\u9700\u8981\u3001\u305d\u3057\u3066\u30aa\u30f3\u30e9\u30a4\u30f3\u306b\u3088\u308b\u8ffd\u52a0\u4f9b\u7d66\u304c\u8981\u56e0\u3067\u3059\u3002PC\u5e02\u5834\u306b\u3064\u3044\u3066\u306f\u3001\u3082\u3046\u5c11\u3057\u4fdd\u5b88\u7684\u306a\u898b\u65b9\u3092\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u8edf\u8abf\u306a\u306e\u306f\u5e02\u5834\u306e\u4e00\u90e8\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u5e02\u5834\u304c\u8edf\u8abf\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u3001\u6700\u3082\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u5e02\u5834\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u3066\u3044\u307e\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306b\u95a2\u3057\u3066\u306f\u3001\u901a\u5e74\u30673.5\u56db\u534a\u671f\u306e\u58f2\u4e0a\u304c\u8ffd\u52a0\u3055\u308c\u3001\u5927\u304d\u306a\u30d7\u30e9\u30b9\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30d7\u30ed\u30d5\u30a9\u30fc\u30de\u30d9\u30fc\u30b9\u3067\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u30d3\u30b8\u30cd\u30b9\u306f\u975e\u5e38\u306b\u3088\u304f\u6210\u9577\u3057\u3066\u304a\u308a\u30012021\u5e74\u66a6\u5e74\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u901a\u5e74\u3067\u306f20\uff05\u53f0\u524d\u534a\u306e\u6210\u9577\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u591a\u304f\u306e……\u5e83\u7bc4\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u8907\u6570\u306e\u6210\u9577\u30ec\u30d0\u30fc\u3092\u6301\u3061\u3001\u4eca\u5e741\u5e74\u3092\u904e\u3054\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u9700\u8981\u304c\u3069\u3053\u306b\u3042\u308b\u306e\u304b\u3092\u304a\u5ba2\u69d8\u3068\u4e00\u7dd2\u306b\u8003\u3048\u3001\u305d\u306e\u9700\u8981\u3092\u6e80\u305f\u3059\u3053\u3068\u3092\u78ba\u5b9f\u306b\u3059\u308b\u52aa\u529b\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

Matt Ramsay — \u30b3\u30fc\u30a6\u30a7\u30f3\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30ea\u30b5\u3001\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u91dd\u4fca\u54c9\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u64ad \u4fca\u54c9 — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3054\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u81ea\u8eab\u306f2\u3064\u306e\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u3002\u307e\u305a\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u72b6\u6cc1\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30ea\u30b5\u3002\u30a6\u30a7\u30cf\u30fc\u306e\u4f9b\u7d66\u3084\u57fa\u677f\u3001\u305d\u3057\u3066\u4e2d\u56fd\u306e\u30ed\u30c3\u30af\u30c0\u30a6\u30f3\u306a\u3069\u3001\u3044\u308d\u3044\u308d\u306a\u3053\u3068\u304c\u8d77\u3053\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5fa1\u793e\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u75db\u624b\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4e2d\u56fd\u306e\u30ed\u30c3\u30af\u30c0\u30a6\u30f3\u304c\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u76f4\u63a5\u307e\u305f\u306f\u9593\u63a5\u7684\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u7bc4\u56f2\u3067\u3001\u7b2c2\u56db\u534a\u671f\u306e\u58f2\u4e0a\u3068\u53ce\u76ca\u6027\u306b\u4f55\u3089\u304b\u306e\u5f71\u97ff\u304c\u3042\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3001Toshiya\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4f9b\u7d66\u74b0\u5883\u306b\u3064\u3044\u3066\u306f\u3001\u3053\u306e1\u5e74\u534a\u3001\u672c\u5f53\u306b\u3088\u304f\u53d6\u308a\u7d44\u3093\u3067\u304d\u307e\u3057\u305f\u3002\u30a6\u30a7\u30cf\u30fc\u306e\u9762\u3067\u3082\u3001\u30b5\u30d6\u30b9\u30c8\u30ec\u30fc\u30c8\u306e\u9762\u3067\u3082\u3001\u5927\u304d\u306a\u9032\u5c55\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u306f\u3001\u975e\u5e38\u306b\u826f\u3044\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u7d9a\u3051\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u308c\u304c\u3001\u3053\u306e\u3088\u3046\u306b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5f15\u304d\u4e0a\u3052\u3089\u308c\u308b\u7406\u7531\u306e\u4e00\u3064\u3067\u3059\u3002\u5168\u4f53\u3068\u3057\u3066……\u4e2d\u56fd\u306eCOVID\u306e\u72b6\u6cc1\u306b\u3064\u3044\u3066\u89e6\u308c\u3089\u308c\u307e\u3057\u305f\u304c\u3001\u79c1\u305f\u3061\u306e\u7acb\u5834\u304b\u3089\u3059\u308b\u3068\u3001COVID\u306f\u3001\u307e\u3060\u3001\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306b\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306e\u7acb\u5834\u3067\u306f\u3001\u79c1\u305f\u3061\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u304a\u3051\u308b\u51fa\u8377\u306b\u5927\u304d\u306a\u5f71\u97ff\u306f\u51fa\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u3068\u306f\u3001\u304a\u5ba2\u69d8\u306e\u88fd\u9020\u306b\u9045\u308c\u304c\u51fa\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u7b2c2\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u4e88\u5b9a\u3057\u3066\u3044\u308b\u3082\u306e\u3067\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u52a0\u308f\u3063\u305f\u3053\u3068\u3067\u3001\u3088\u308a\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306e\u4f9b\u7d66\u6700\u9069\u5316\u306b\u5f15\u304d\u7d9a\u304d\u53d6\u308a\u7d44\u3093\u3067\u3044\u304d\u307e\u3059\u300216\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0a\u306e\u30a6\u30a7\u30fc\u30cf\u306e\u4f9b\u7d66\u306f\u3001\u307e\u3060\u82e5\u5e72\u306e\u5236\u7d04\u304c\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306f\u975e\u5e38\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3059\u308b\u305f\u3081\u3001\u5168\u4f53\u7684\u306a\u751f\u7523\u80fd\u529b\u306e\u5897\u5f37\u306b\u52aa\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u3067\u3001\u4f9b\u7d66\u306b\u95a2\u3059\u308b\u3054\u8cea\u554f\u306b\u306f\u304a\u7b54\u3048\u3067\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u91dd \u5229\u4e5f — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u305d\u308c\u304b\u30892\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u4e8b\u696d\u306e\u518d\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3092\u6c7a\u5b9a\u3055\u308c\u305f\u3068\u306e\u3053\u3068\u3067\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b5\u30fc\u30d0\u30fcCPU\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcGPU\u3001\u305d\u3057\u3066\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306eFPGA\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u58f2\u4e0a\u9ad8\u6bd4\u7387\u304c\u3069\u306e\u7a0b\u5ea6\u306a\u306e\u304b\u6c17\u306b\u306a\u308b\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u91cd\u8981\u306a\u3053\u3068\u3068\u3057\u3066\u3001\u5f93\u6765\u306e\u30c7\u30fc\u30bf \u30bb\u30f3\u30bf\u30fc GPU \u30d3\u30b8\u30cd\u30b9\u3068 FPGA \u30d3\u30b8\u30cd\u30b9\u306e\u4e21\u65b9\u306b\u304a\u3051\u308b\u4e2d\u9577\u671f\u7684\u306a\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u30c7\u30fc\u30bf \u30bb\u30f3\u30bf\u30fc GPU \u3067\u306f\u3001\u56db\u534a\u671f\u3067\u6a2a\u3070\u3044\u3060\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3088\u308a\u591a\u304f\u306e\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u3068\u53d6\u5f15\u3057\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u306d\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001FPGA\u4e8b\u696d\u306b\u3064\u3044\u3066\u306f\u3001\u8cb7\u53ce\u767a\u8868\u524d\u306bVictor\u3068\u305d\u306e\u30c1\u30fc\u30e0\u304c\u9577\u671f\u7684\u306a\u6210\u9577\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u304b\u306a\u308a\u5f37\u8abf\u3057\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u4f55\u304b\u6700\u65b0\u60c5\u5831\u304c\u3042\u308c\u3070\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u307e\u305f\u3001\u3044\u304f\u3064\u304b\u306e\u70b9\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002FPGA\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u304c\u5c11\u3057\u8aac\u660e\u3057\u3001Victor\u304c\u88dc\u8db3\u3057\u3066\u304f\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u3046\u3067\u3059\u306d\u3001Devinder\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u7b2c2\u56db\u534a\u671f\u304b\u3089\u30bb\u30b0\u30e1\u30f3\u30c8\u5831\u544a\u3092\u5909\u66f4\u3057\u3001\u5e02\u5834\u3068\u306e\u6574\u5408\u6027\u3092\u9ad8\u3081\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u4eca\u671f\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u5168\u4f53\u306e\u58f2\u4e0a\u9ad8\u306b\u5360\u3081\u308b\u5272\u5408\u304c20\uff05\u53f0\u524d\u534a\u3067\u3057\u305f\u3002\u307e\u305f\u3001\u9577\u671f\u7684\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5c55\u671b\u3068\u3057\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002CPU\u306e\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u306f\u975e\u5e38\u306b\u5f37\u529b\u3067\u3001\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u30b8\u30a7\u30ce\u30d0\u3084\u30d9\u30eb\u30ac\u30e2\u304c\u3069\u306e\u3088\u3046\u306b\u898b\u3048\u308b\u304b\u3001\u307e\u305f\u305d\u3053\u3067\u9867\u5ba2\u3068\u3069\u306e\u3088\u3046\u306b\u95a2\u308f\u3063\u3066\u3044\u308b\u304b\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

GPU\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002GPU\u306f\u3001CPU\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u9577\u671f\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3067\u3059\u3002\u6628\u5e74\u306f\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3084HPC\u306b\u529b\u3092\u5165\u308c\u3066\u3044\u305f\u305f\u3081\u3001\u524d\u5e74\u6bd4\u6a2a\u3070\u3044\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002AI\u306b\u3064\u3044\u3066\u306f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30b9\u30bf\u30c3\u30af\u3078\u306e\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u3001\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u3068\u5354\u529b\u3057\u3066\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30b9\u30bf\u30c3\u30af\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001FPGA\u3001\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6SoC\u3001\u305d\u3057\u3066Pensando\u306e\u8cb7\u53ce\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306e\u6700\u5927\u624b\u4f01\u696d\u3084\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u4f01\u696d\u3092\u76f8\u624b\u306b\u3059\u308b\u5834\u5408\u3001\u73fe\u5728\u306e\u79c1\u305f\u3061\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u975e\u5e38\u306b\u5f37\u529b\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001Pensando\u3068Xilinx\u306e\u8cb7\u53ce\u306b\u3088\u308a\u3001\u30a8\u30c3\u30b8\u5206\u91ce\u3078\u306e\u53c2\u5165\u3082\u53ef\u80fd\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30a8\u30f3\u30b8\u30f3\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u305d\u308c\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u3064\u3044\u3066\u306f\u3001\u4eca\u5f8c\u3001\u3082\u3063\u3068\u3044\u308d\u3044\u308d\u306a\u8a71\u3092\u805e\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3057\u3001\u8ca1\u52d9\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u65e5\u3067\u3082\u305d\u3046\u3067\u3057\u305f\u304c\u3001\u672c\u5f53\u306b\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3059\u3002Victor\u304b\u3089\u88dc\u8db3\u304c\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

Victor Peng — Adaptive & Embedded Computing Group \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

\u306f\u3044\u3001\u3088\u304f\u3054\u7406\u89e3\u3044\u305f\u3060\u3051\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u305f\u30601\u3064\u4ed8\u3051\u52a0\u3048\u308b\u3068\u3059\u308c\u3070\u3001\u3084\u306f\u308a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30f3\u30b8\u30f3\u306e\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3060\u3051\u3067\u306a\u304f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u9762\u3067\u3082\u500d\u5897\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u304b? SmartNIC\u3084Pensando\u3067\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u5f37\u307f\u3092\u6301\u3064\u3088\u3046\u306b\u306a\u3063\u305f\u3053\u3068\u3067\u3001\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u5168\u822c\u3067\u304a\u5ba2\u69d8\u306b\u63d0\u4f9b\u3067\u304d\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5897\u3048\u307e\u3057\u305f\u306d\u3002\u30dd\u30a4\u30f3\u30c8\u3067\u306f\u306a\u304f\u3001\u30c8\u30fc\u30bf\u30eb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u91cd\u8981\u306a\u306e\u3067\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u3084\u591a\u304f\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u652f\u914d\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u3059\u3079\u3066\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u304a\u5ba2\u69d8\u306f\u6700\u9069\u5316\u3055\u308c\u305f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u3001\u304b\u3064\u3066\u306e\u30b6\u30a4\u30ea\u30f3\u30af\u30b9SmartNIC\u3084\u3001\u3055\u3089\u306b\u9032\u3093\u3060Pensando\u3067\u5b9f\u73fe\u3067\u304d\u308b\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u91dd \u4fca\u54c9 — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3044\u308d\u3044\u308d\u3068\u8a73\u3057\u304f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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

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

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

\u79c1\u306e\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ea\u30b5\u3001\u6700\u521d\u306e\u8cea\u554f\u306f\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u3064\u3044\u3066\u3067\u3059\u3002Milan\u306f\u8cb4\u793e\u304c\u5e02\u5834\u3067\u591a\u304f\u306e\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3059\u308b\u306e\u306b\u8ca2\u732e\u3057\u3001\u73fe\u5728\u3082\u305d\u306e\u5ea7\u3092\u5b88\u3063\u3066\u3044\u307e\u3059\u3002\u6b21\u4e16\u4ee3Genoa\u3068Sapphire Rapids\u306e\u30b5\u30fc\u30d0\u30fc\u30b5\u30a4\u30af\u30eb\u306b\u3064\u3044\u3066\u30012\u3064\u306e\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306b\u3042\u308b\u306e\u304b\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u305a\u3001DDR5\u3092\u63a1\u7528\u3059\u308b\u696d\u754c\u3060\u3051\u306b\u3001\u3053\u306e\u6b21\u4e16\u4ee3\u30b5\u30fc\u30d0\u30fc\u306e\u63a1\u7528\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306a\u308a\u5f97\u308b\u304b\u3069\u3046\u304b\u3002\u307e\u305f\u30012\u3064\u76ee\u306e\u8996\u70b9\u3068\u3057\u3066\u3001Genoa\u306b\u306f2\u7a2e\u985e\u306e\u30d5\u30ec\u30fc\u30d0\u30fc\u304c\u3042\u308a\u3001\u30af\u30e9\u30a6\u30c9\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u30d0\u30fc\u30b8\u30e7\u30f3\u306f\u5f8c\u304b\u3089\u767b\u5834\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u6b21\u4e16\u4ee3\u30b5\u30a4\u30af\u30eb\u306b\u3064\u3044\u3066\u3001\u3053\u308c\u307e\u3067\u306eMilan\u306e\u6210\u529f\u4f8b\u3068\u6bd4\u8f03\u3057\u306a\u304c\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Vivek\u3001\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e02\u5834\u3001\u7279\u306b\u30b5\u30fc\u30d0\u30fc\u3067\u306f\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6700\u9069\u5316\u304c\u9032\u3093\u3067\u304a\u308a\u3001\u3055\u307e\u3056\u307e\u306a\u30d5\u30ec\u30fc\u30d0\u30fc\u304c\u5b58\u5728\u3057\u307e\u3059\u3002Milan\u3084Milan-X\u3001X3D…\u79c1\u305f\u3061\u304c\u7d39\u4ecb\u3057\u305fX3D\u306a\u3069\u3001Milan\u3067\u3082\u305d\u306e\u50be\u5411\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u4e26\u5b58\u3059\u308b\u306e\u306f\u81ea\u7136\u306a\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u4e16\u4ee3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308bGenoa\u306b\u5165\u308b\u3068\u3001\u3084\u306f\u308aGenoa\u306e\u63a1\u7528\u304c\u9032\u3080\u3068\u601d\u3044\u307e\u3059 — Genoa\u306b\u306f\u5927\u304d\u306a\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3057\u3001Genoa\u306b\u5bfe\u3059\u308b\u304a\u5ba2\u69d8\u306e\u8981\u671b\u3082\u591a\u304f\u3042\u308a\u307e\u3059\u3002\u30a4\u30f3\u30d5\u30e9\u3092\u3059\u3050\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u306e\u3067\u3001Genoa\u306f\u3057\u3070\u3089\u304f\u306e\u9593\u3001Milano\u3068\u96a3\u308a\u5408\u308f\u305b\u306b\u306a\u308b\u3082\u306e\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30af\u30e9\u30a6\u30c9\u306b\u6700\u9069\u5316\u3055\u308c\u305fBergamo\u306f\u30011\u30c9\u30eb\u3042\u305f\u308a\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30841\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u3088\u308a\u91cd\u8996\u3059\u308b\u3001\u7279\u5b9a\u306e\u5927\u898f\u6a21\u306a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001Vivek\u306f\u3001\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u6210\u9577\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u3088\u308a\u5e83\u7bc4\u306a\u6295\u8cc7\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u305d\u308c\u306b\u3088\u3063\u3066\u3001\u9867\u5ba2\u306eTAM\u306b\u5bfe\u3057\u3066\u3088\u308a\u6700\u9069\u5316\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

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

\u5927\u5909\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089\u30ea\u30b5\u30012\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001PC\u5e02\u5834\u306b\u3064\u3044\u30662\u3064\u304b3\u3064\u3001\u95a2\u9023\u3057\u305f\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u3002\u4eca\u5e74\u306ePC\u306eTAM\u306b\u3064\u3044\u3066\u3001\u4ee5\u524d\u8003\u3048\u3066\u3044\u305f\u3082\u306e\u3068\u6bd4\u3079\u3066\u65b0\u3057\u3044\u611f\u899a\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u7af6\u5408\u4ed6\u793e\u304cAlder Lake\u3067\u5e02\u5834\u306b\u5fa9\u5e30\u3057\u3001\u591a\u304f\u306e\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3068\u4f55\u5ea6\u304b\u8a00\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3069\u3046\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u6700\u5f8c\u306b\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u5e02\u5834\u3067\u306e\u5fa1\u793e\u306e\u30b7\u30a7\u30a2\u306f\u6628\u5e74\u3068\u6bd4\u8f03\u3057\u3066\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002TAM\u3001\u7af6\u5408\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Vivek\uff1a\u5e74\u521d\u306e\u6642\u70b9\u3067\u306f\u3001PC\u306eTAM\u306f\u6a2a\u3070\u3044\u304b\u3089\u4e00\u6841\u53f0\u524d\u534a\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u8003\u3048\u3066\u3044\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u4eca\u5e74\u306b\u5165\u3063\u3066\u304b\u3089\u306e\u72b6\u6cc1\u3084\u5e02\u5834\u306e\u72b6\u6cc1\u3092\u9451\u307f\u308b\u3068\u3001PC\u306eTAM\u306b\u3064\u3044\u3066\u306f\u3088\u308a\u4fdd\u5b88\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u30e2\u30c7\u30eb\u3068\u3057\u3066\u306f\u30011\u6841\u53f0\u5f8c\u534a\u3092\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3053\u308c\u304b\u3089\u5148\u3001\u3044\u308d\u3044\u308d\u306a\u3053\u3068\u304c\u8d77\u3053\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304b\u3089\u3001\u305d\u306e\u3042\u305f\u308a\u3092\u30e2\u30c7\u30eb\u5316\u3059\u308b\u306e\u304c\u3044\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30d7\u30ec\u30df\u30a2\u30e0\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u306f\u3001Rembrandt\u88fd\u54c1\u306eRyzen 6000\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5bff\u547d\u3084\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u89b3\u70b9\u304b\u3089\u975e\u5e38\u306b\u6709\u5229\u306a\u4f4d\u7f6e\u306b\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001Ryzen 6000\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5bff\u547d\u3084\u6027\u80fd\u306e\u89b3\u70b9\u304b\u3089\u975e\u5e38\u306b\u512a\u308c\u305f\u88fd\u54c1\u3067\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u305f\u3061\u3082\u5927\u3044\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5e02\u5834\u30b7\u30a7\u30a2\u306b\u3064\u3044\u3066\u306e\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u5f53\u793e\u306f\u307e\u3060\u5e02\u5834\u30b7\u30a7\u30a2\u304c\u4f4e\u304f\u3001\u305d\u306e\u3053\u3068\u306f\u8a8d\u8b58\u3057\u3066\u304a\u308a\u3001\u6ce8\u529b\u5206\u91ce\u3067\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u79c1\u305f\u3061\u306f\u9069\u5207\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001PC\u5e02\u5834\u306e\u8edf\u5316\u3068\u3044\u3046\u80cc\u666f\u304c\u3042\u3063\u3066\u3082\u3001\u305d\u306e\u904e\u7a0b\u3067\u58f2\u4e0a\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u79c1\u305f\u3061\u306e\u5168\u4f53\u7684\u306a\u6226\u7565\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u3053\u306e\u5148\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u591a\u304f\u306e\u30ec\u30d0\u30fc\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001PC\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30b2\u30fc\u30e0\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u305d\u3057\u3066\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7dcf\u5408\u7684\u306b\u5224\u65ad\u3059\u308b\u3068\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u5f37\u3055\u306f\u3001\u6210\u9577\u306e\u305f\u3081\u306e\u30ec\u30d0\u30fc\u304c\u305f\u304f\u3055\u3093\u3042\u308b\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u5e74\u3082\u305d\u308c\u304c\u5927\u3044\u306b\u5f79\u7acb\u3064\u3068\u898b\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\u30ea\u30b5\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fBernstein Research\u306eStacy Rasgon\u304b\u3089\u3067\u3059\u3002\u305f\u3060\u3044\u307e\u3001\u304a\u96fb\u8a71\u3092\u53d7\u4ed8\u4e2d\u3067\u3059\u3002<\/p>\n

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

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305a\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u3064\u3044\u3066\u304a\u4f3a\u3044\u3057\u307e\u3059\u3002\u6628\u5e74\u306f2\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n

\u4eca\u671f\u30822\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u901a\u5e74\u3067\u3055\u3089\u306b\u500d\u5897\u3055\u305b\u308b\u3060\u3051\u306e\u4f9b\u7d66\u529b\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3082\u3057\u4f9b\u7d66\u304c\u3042\u308b\u306e\u306a\u3089\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30b9\u30c6\u30a4\u30b7\u30fc \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30d3\u30b8\u30cd\u30b9\u3001\u7279\u306b\u30b5\u30fc\u30d0\u30fcCPU\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u5f15\u304d\u7d9a\u304d\u975e\u5e38\u306b\u597d\u8abf\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u56db\u534a\u671f\u3054\u3068\u306b2\u500d\u306b\u306a\u308b\u3068\u65ad\u8a00\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306f\u975e\u5e38\u306b\u529b\u5f37\u3044\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u306e\u305f\u3081\u306e\u8ffd\u52a0\u4f9b\u7d66\u3082\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u9700\u8981\u306f\u3042\u308b\u306e\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u304a\u5ba2\u69d8\u3068\u306e\u5354\u529b\u95a2\u4fc2\u3092\u7d99\u7d9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6210\u9577\u306b\u5bfe\u3059\u308b\u79c1\u305f\u3061\u306e\u4fe1\u983c\u5ea6\u306f\u975e\u5e38\u306b\u9ad8\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3068\u3057\u3066\u3001PC\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u805e\u304d\u3057\u305f\u3044\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002PC\u5e02\u5834\u306eTAM\u304c1\u6841\u53f0\u5f8c\u534a\u306b\u843d\u3061\u8fbc\u3080\u3068\u898b\u3066\u3044\u307e\u3059\u304c\u3001\u30df\u30c3\u30af\u30b9\u30b7\u30d5\u30c8\u3068\u30b7\u30a7\u30a2\u62e1\u5927\u3092\u8003\u3048\u308b\u3068\u30012022\u5e74\u306e\u901a\u5e74\u3067\u9867\u5ba2\u58f2\u4e0a\u3092\u524d\u5e74\u6bd4\u30d7\u30e9\u30b9\u306b\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u30b9\u30c6\u30a4\u30b7\u30fc\u3067\u3059\u3002\u305d\u306e\u9803\u306e\u74b0\u5883\u3067\u306f\u3001\u524d\u5e74\u6bd4\u3067\u9867\u5ba2\u53ce\u76ca\u3092\u4f38\u3070\u305b\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3088\u308a\u30d7\u30ec\u30df\u30a2\u30e0\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u306e\u30df\u30c3\u30af\u30b9\u30b7\u30d5\u30c8\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u30ec\u30d9\u30cb\u30e5\u30fc\u30b7\u30a7\u30a2\u3068\u3044\u3046\u8868\u73fe\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

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

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u524d\u5e74\u6bd4\u306e\u58f2\u4e0a\u5897\u52a0\u306e\u5927\u90e8\u5206\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u3084\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u5225\u3068\u3057\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u30b5\u30fc\u30d0\u30fc\u3001\u30b3\u30f3\u30bd\u30fc\u30eb\u306a\u3069\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3088\u308a\u306e\u3082\u306e\u3060\u3068\u8a00\u3063\u3066\u3088\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u305d\u306e\u3068\u304a\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u671f\u5f85\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u3084\u306f\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u591a\u304f\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u306a\u89b3\u70b9\u304b\u3089\u901a\u671f\u306e\u898b\u901a\u3057\u3092\u5897\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u305f\u306e\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u306e\u5f37\u3044\u898b\u901a\u3057\u3001\u30b3\u30f3\u30bd\u30fc\u30eb\u306e\u5f37\u3044\u898b\u901a\u3057\u3001\u305d\u3057\u3066\u5168\u4f53\u7684\u306a\u9700\u7d66\u306e\u89b3\u70b9\u304b\u3089\u306e\u5f37\u3044\u898b\u901a\u3057\u306b\u3088\u308b\u3082\u306e\u306a\u306e\u3067\u3059\u3002<\/p>\n

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

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30a2\u30fc\u30ed\u30f3\u30fb\u30ec\u30a4\u30ab\u30fc\u30ba\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30a2\u30fc\u30ed\u30f3\u30fb\u30ec\u30a4\u30ab\u30fc\u30ba — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044 \u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046 \u3067\u304d\u308c\u30702\u3064\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u3068\u30b7\u30a7\u30a2\u62e1\u5927\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3088\u308a\u91cd\u8981\u306a\u306e\u306f\u3001\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u62e1\u5927\u3084\u62e1\u5f35\u306b\u3064\u3044\u3066\u3082\u8003\u3048\u3066\u307f\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30b5\u30fc\u30d0\u30fc\u4e8b\u696d\u306b\u304a\u3051\u308bASP\u306e\u6df7\u5408\u50be\u5411\u306b\u3064\u3044\u3066\u3001\u7af6\u5408\u306e\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u308b\u304b\u3001\u307e\u305f\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u95a2\u3057\u3066\u3088\u308a\u9ad8\u3044\u30df\u30c3\u30af\u30b9\u3092\u7d99\u7d9a\u3059\u308b\u3053\u3068\u306b\u95a2\u3057\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u304b\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002Milan-X\u3001Genoa\u3001Bergamo\u306a\u3069\u3001\u4eca\u5f8c\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Aaron\u306f\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u30df\u30c3\u30af\u30b9\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u4e00\u822c\u7684\u306b\u306f\u3001\u79c1\u305f\u3061\u304c\u3088\u308a\u591a\u304f\u306e\u4fa1\u5024\u3001\u3064\u307e\u308a\u3001\u3088\u308a\u591a\u304f\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3084\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308c\u3070\u3059\u308b\u307b\u3069\u3001ASP\u306f\u4e0a\u6607\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3069\u306e\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3082\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u304c\u3069\u306e\u3088\u3046\u306b\u6df7\u5728\u3057\u3066\u3044\u308b\u304b\u306f\u3001\u3088\u308a\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u4e21\u65b9\u304c\u5927\u5e45\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u306f\u3001\u975e\u5e38\u306b\u559c\u3070\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u5f53\u793e\u304c\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u5168\u4f53\u3067\u6210\u9577\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u4eca\u5f8c\u3082\u88fd\u54c1\u306e\u6700\u9069\u5316\u3092\u9032\u3081\u3001\u304a\u5ba2\u3055\u307e\u306b\u306f\u3088\u308a\u591a\u304f\u306e\u6a5f\u80fd\u3092\u3001\u79c1\u305f\u3061\u306b\u306f\u3088\u308a\u591a\u304f\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n

Aaron Rakers — Wells Fargo Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

2\u3064\u76ee\u306e\u7c21\u5358\u306a\u8cea\u554f\u306f\u3001\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306e\u8b70\u8ad6\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3092\u30e2\u30c7\u30eb\u306b\u53d6\u308a\u8fbc\u307f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u62e1\u5927\u3059\u308b\u969b\u306b\u3001\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306b\u67d4\u8edf\u6027\u3092\u78ba\u4fdd\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b\u3002PC \u306e\u901f\u5ea6\u304c\u4f4e\u4e0b\u3057\u305f\u5834\u5408\u3001\u5bb9\u91cf\u3092\u30b5\u30fc\u30d0\u30fc\u306b\u79fb\u52d5\u3057\u305f\u308a\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u5bb9\u91cf\u3092\u30b5\u30fc\u30d0\u30fc CPU \u306b\u79fb\u52d5\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3057\u3087\u3046\u304b\uff1f\u30a6\u30a7\u30cf\u30fc \u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u5951\u7d04\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u88fd\u54c1\u30bb\u30b0\u30e1\u30f3\u30c8\u9593\u306e\u30df\u30c3\u30af\u30b9\u80fd\u529b\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u304b\u3001\u3061\u3087\u3063\u3068\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002Aaron \u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068AMD\u306e\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e21\u65b9\u304cTSMC\u3092\u4f7f\u7528\u3057\u3066\u304a\u308a\u3001\u4e3b\u8981\u306a\u30a6\u30a7\u30fc\u30cf\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u3057\u3066\u88dc\u5b8c\u7684\u306a\u95a2\u4fc2\u306b\u3042\u308a\u307e\u3059\u3002\u57fa\u677f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3064\u3044\u3066\u3082\u3001\u975e\u5e38\u306b\u3088\u304f\u4f3c\u305f\u3082\u306e\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u3001\u3088\u308a\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u3092\u4f7f\u7528\u3059\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

7 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u3082\u306e\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5927\u90e8\u5206\u306f 16 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0a\u306e\u3082\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4e92\u63db\u6027\u306f\u3042\u307e\u308a\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u3001\u3064\u307e\u308a\u57fa\u677f\u5074\u3067\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u3067\u975e\u5e38\u306b\u826f\u3044\u4e92\u63db\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5168\u4f53\u7684\u306a\u4f9b\u7d66\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u306f\u3001Devinder\u304b\u3089\u3082\u805e\u3044\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e1\u5e74\u534a\u306e\u9593\u306b\u3001\u4f9b\u7d66\u3068\u751f\u7523\u80fd\u529b\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u304b\u306a\u308a\u306e\u6295\u8cc7\u3092\u884c\u3044\u3001\u305d\u308c\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u5316\u3055\u308c\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u5316\u3055\u308c\u305f\u6642\u70b9\u3067\u3001\u53ce\u76ca\u4e88\u6e2c\u306b\u53cd\u6620\u3055\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u306f\u3053\u306e\u9032\u6357\u3092\u975e\u5e38\u306b\u559c\u3070\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3088\u308a\u5927\u898f\u6a21\u306a\u30d3\u30b8\u30cd\u30b9\u306b\u5411\u3051\u3066\u4f1a\u793e\u3092\u767a\u5c55\u3055\u305b\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u591a\u304f\u306e\u88fd\u54c1\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002\u5f7c\u306f\u5f37\u529b\u306a\u30d0\u30c3\u30af\u30ed\u30b0\u3068\u5f37\u3044\u9700\u8981\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3001\u79c1\u305f\u3061\u306fVictor\u3068\u5f7c\u306e\u30c1\u30fc\u30e0\u3068\u3082\u975e\u5e38\u306b\u3088\u304f\u5354\u529b\u3057\u3066\u304a\u308a\u3001AMD\u306e\u5168\u8cc7\u7523\u3092\u4f7f\u3063\u3066\u5f7c\u306e\u30d3\u30eb\u30c9\u306e\u4e00\u90e8\u3092\u52a0\u901f\u3055\u305b\u308b\u3053\u3068\u3082\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fJP\u30e2\u30eb\u30ac\u30f3\u306e\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc\u304b\u3089\u3067\u3059\u3002\u305f\u3060\u3044\u307e\u3088\u308a\u3001\u304a\u96fb\u8a71\u3092\u627f\u308a\u307e\u3059\u3002<\/p>\n

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

\u3053\u3093\u306b\u3061\u306f\u3002\u5805\u5b9f\u306a\u696d\u7e3e\u3068\u8cb7\u53ce\u306e\u5b8c\u4e86\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ea\u30b5\u3001\u30c1\u30fc\u30e0\u306f\u6700\u65b0\u4e16\u4ee3\u306eEPYC\u3067\u3059\u3079\u3066\u306e\u4e3b\u8981\u306a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5074\u3067OEM\u30b5\u30fc\u30d0\u30e1\u30fc\u30ab\u30fc\u5404\u793e\u306b\u5f37\u529b\u306a\u52dd\u5229\u3092\u3082\u305f\u3089\u3059\u3068\u3044\u3046\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u304f\u308c\u307e\u3057\u305f\u3002\u30b5\u30fc\u30d0\u30fc\u4e8b\u696d\u306e\u5f37\u3055\u306e\u3046\u3061\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u8a2d\u8a08\u306e\u5f37\u529b\u306a\u727d\u5f15\u529b\u306f\u3069\u306e\u7a0b\u5ea6\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u5fa1\u793e\u306e\u53d7\u6ce8\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u4eca\u5e74\u7d42\u4e86\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u30b5\u30fc\u30d0\u30fc\u4e8b\u696d\u306b\u5360\u3081\u308b\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u4e8b\u696d\u306e\u5272\u5408\u306f\u3069\u306e\u7a0b\u5ea6\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30cf\u30fc\u30e9\u30f3\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306e\u9762\u3067\u306f\u5927\u304d\u306a\u9032\u5c55\u304c\u3042\u308a\u3001\u793e\u5185\u3060\u3051\u3067\u306a\u304f\u793e\u5916\u5411\u3051\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3067\u3082\u5f37\u529b\u306a\u5c0e\u5165\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5411\u3051\u3082\u5927\u304d\u304f\u524d\u9032\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u3059\u3079\u3066\u306e\u4e3b\u8981OEM\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306bEPYC\u304c\u63a1\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u3067\u306f\u3001\u4e00\u822c\u7684\u306b\u3001\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u3068\u540c\u3058\u3088\u3046\u306a\u30da\u30fc\u30b9\u3067\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u9577\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30a6\u30a8\u30a4\u30c8\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u4e21\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3067\u304b\u306a\u308a\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u5b8c\u74a7\u3067\u3059\u3002\u81ea\u52d5\u8eca\u3001\u7523\u696d\u3001\u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b\u3001\u901a\u4fe1\u30a4\u30f3\u30d5\u30e9\u3001\u6d88\u8cbb\u8005\u306a\u3069\u306e\u7d44\u307f\u8fbc\u307f\u5e02\u5834\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u5e02\u5834\u3067\u5f37\u529b\u306a\u5730\u4f4d\u3092\u78ba\u7acb\u3057\u3066\u304a\u308a\u3001EPYC \u3068 Ryzen \u3092\u81ea\u793e\u306e FPGA \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u63a5\u7d9a\u3059\u308b\u305f\u3081\u306e\u89e6\u5a92\u3068\u3057\u3066\u3001\u826f\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u30d3\u30af\u30bf\u30fc\u306f\u3001\u7d44\u307f\u8fbc\u307f\u5e02\u5834\u306b\u304a\u3051\u308b\u30b6\u30a4\u30ea\u30f3\u30af\u30b9 FPGA \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4f55\u30d1\u30fc\u30bb\u30f3\u30c8\u304c x86 \u307e\u305f\u306f\u9ad8\u6027\u80fd ARM \u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u96a3\u306b\u914d\u7f6e\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u7406\u89e3\u3059\u308b\u624b\u52a9\u3051\u3092\u3057\u3066\u304f\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u307e\u305f\u3001AMD\u306e\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306b\u5360\u3081\u308bEmbedded\u306e\u5272\u5408\u306f\u3001\u304b\u306a\u308a\u5c0f\u3055\u3044\u3068\u601d\u308f\u308c\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3059\u304c\u3001\u3042\u306a\u305f\u306e\u610f\u898b\u3092\u805e\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Victor Peng — Adaptive & Embedded Computing Group \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

\u306f\u3044\u3002\u3053\u308c\u306f\u79c1\u304c\u62c5\u5f53\u3057\u307e\u3059\u3002\u79c1\u3082\u305d\u3046\u601d\u3044\u307e\u3059\u3002\u5b9f\u306f\u3001\u79c1\u305f\u3061\u304cAMD\u306b\u5165\u793e\u3057\u3066\u4ee5\u6765\u3001\u672c\u5f53\u306b\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u306a\u3053\u3068\u306e1\u3064\u306f\u3001\u9867\u5ba2\u8a2a\u554f\u3092\u4f55\u5ea6\u304b\u884c\u3044\u307e\u3057\u305f\u304c\u3001\u307e\u3055\u306b\u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u5f7c\u3089\u304c\u672c\u5f53\u306b\u30a8\u30ad\u30b5\u30a4\u30c8\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3088\u308a\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3001\u305d\u3057\u3066\u3042\u308b\u5206\u91ce\u3067\u306fGPU\u3082\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001AMD\u306e\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u4e21\u65b9\u3067APU\u3068\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u8ca9\u58f2\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u4eca\u3001FPGA\u3068\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6SoC\u3092\u4f7f\u3046\u3053\u3068\u3067\u3001\u3088\u308a\u5b8c\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u53ce\u76ca\u30b7\u30ca\u30b8\u30fc\u3068\u3044\u3046\u70b9\u3067\u3001\u9593\u9055\u3044\u306a\u304f\u30e1\u30cb\u30e5\u30fc\u306b\u542b\u307e\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u65e2\u5b58\u306e\u88fd\u54c1\u306b\u95a2\u3057\u3066\u3082\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u308f\u304f\u308f\u304f\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u4eca\u5f8c\u3055\u3089\u306b\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u305f\u3081\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u3059\u3067\u306b\u4f5c\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u7d20\u6674\u3089\u3057\u3044\u3054\u6307\u6458\u3067\u3059\u3002<\/p>\n

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

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

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306e\u30de\u30fc\u30af\u30fb\u30ea\u30d1\u30b7\u30b9\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u305f\u3060\u3044\u307e\u3001\u304a\u96fb\u8a71\u3092\u627f\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30d1\u30b7\u30b9 — \u30b8\u30a7\u30d5\u30ea\u30fc\u30ba — \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\u30ea\u30b5\u3001\u6295\u8cc7\u5bb6\u304cAMD\u306b\u3064\u3044\u3066\u6b74\u53f2\u7684\u306b\u3001\u7279\u306b\u6700\u8fd1\u3067\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u30c7\u30fc\u30bf\u51e6\u7406\u7528\u306e\u30b5\u30fc\u30d0\u30fcCPU\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u6210\u529f\u3057\u3066\u3044\u308b\u3001\u3068\u8003\u3048\u308b\u306e\u304c\u7c21\u5358\u306a\u65b9\u6cd5\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u306d\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u3001\u3053\u308c\u307e\u3067\u57fa\u5730\u5c40\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3084\u901a\u4fe1\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u73fe\u5728\u306f\u3088\u308a\u591a\u304f\u306e\u30c7\u30fc\u30bf\u51e6\u7406\u3092\u884c\u3046\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30fc\u30c9\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u6c4e\u7528\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u901a\u4fe1\u6a5f\u80fd\u3092\u8ffd\u52a0\u3057\u3066\u3044\u308b\u4f01\u696d\u3082\u3042\u308a\u307e\u3059\u306d\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u6b74\u53f2\u7684\u306b\u5f97\u610f\u3068\u3057\u3066\u304d\u305f\u57fa\u5730\u5c40\u306a\u3069\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30a8\u30c3\u30b8\u3067\u306e\u30c7\u30fc\u30bf\u51e6\u7406\u306e\u6a5f\u4f1a\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u307e\u305f\u3001\u30c7\u30fc\u30bf\u304a\u3088\u3073\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u51e6\u7406\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u57fa\u5730\u5c40\u3067\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u3001\u6700\u7d42\u7684\u306b\u3001\u30af\u30e9\u30a6\u30c9\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5965\u6df1\u304f\u3067\u898b\u3089\u308c\u308b\u3082\u306e\u3068\u975e\u5e38\u306b\u3088\u304f\u4f3c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304b?<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3001\u30de\u30fc\u30af\u3002\u7b54\u3048\u306f\u300c\u30a4\u30a8\u30b9\u300d\u3067\u3001\u3082\u3046\u5c11\u3057\u4e00\u822c\u5316\u3057\u305f\u307b\u3046\u304c\u3044\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u5927\u304d\u306a\u4fe1\u5ff5\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001AMD\u306e\u80cc\u5f8c\u306b\u3042\u308b\u6226\u7565\u5168\u4f53\u306f\u3001\u6700\u9ad8\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30f3\u30b8\u30f3\u3092\u6301\u3061\u3001\u305d\u308c\u3089\u3092\u7279\u5b9a\u306e\u30a8\u30f3\u30c9\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u307e\u3068\u3081\u308b\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001CPU\u3001GPU\u3001FPGA\u3001\u30a2\u30c0\u30d7\u30c6\u30a3\u30d6SoC\u3001\u305d\u3057\u3066Pensando\u304b\u3089\u8ffd\u52a0\u3055\u308c\u308bDPU\u306f\u3001\u975e\u5e38\u306b\u5e45\u5e83\u3044\u80fd\u529b\u3092\u4e0e\u3048\u3066\u304f\u308c\u308b\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u901a\u4fe1\u30a4\u30f3\u30d5\u30e9\u306b\u95a2\u3059\u308b\u5177\u4f53\u7684\u306a\u8cea\u554f\u3067\u3059\u304c\u3001\u305d\u3053\u306b\u306f\u5927\u304d\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002Victor\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u591a\u304f\u306e\u5927\u4f01\u696d\u306b\u4f1a\u3044\u306b\u884c\u304d\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u306b\u5927\u304d\u306a\u95a2\u5fc3\u3092\u5bc4\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u5e83\u3044\u610f\u5473\u3067\u3001\u4eca\u5f8c\u306e\u6210\u9577\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u3055\u307e\u3084\u5927\u624b\u901a\u4fe1\u4e8b\u696d\u8005\u3001\u3042\u308b\u3044\u306f\u30a8\u30c3\u30b8\u306e\u304a\u5ba2\u3055\u307e\u306a\u3069\u3001\u5927\u898f\u6a21\u306a\u304a\u5ba2\u3055\u307e\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u9032\u3080\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u308c\u3089\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30f3\u30b8\u30f3\u304c\u3042\u308c\u3070\u3001\u57fa\u672c\u7684\u306b\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u4e00\u7dd2\u306b\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u30026\u6708\u306b\u958b\u50ac\u3055\u308c\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30a4\u3067\u3001\u3053\u308c\u3089\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u304b\u3001\u3082\u3063\u3068\u8a73\u3057\u304f\u304a\u8a71\u3057\u3067\u304d\u308b\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Mark Lipacis — Jefferies — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u5927\u4f01\u696d\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u958b\u767a\u3059\u308b\u5834\u5408\u3001\u72ec\u81ea\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u6301\u3064\u3053\u3068\u3068\u3001\u3059\u3079\u3066\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3001\u3042\u308b\u3044\u306f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30fb\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u3084\u4ed6\u306e\u30d7\u30ec\u30a4\u30e4\u30fc\u306b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5c64\u3092\u4f9d\u5b58\u3057\u3066\u305d\u306e\u4e0a\u306b\u8f09\u305b\u308b\u3053\u3068\u306e\u3069\u3061\u3089\u304c\u91cd\u8981\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u4ee5\u4e0a\u3067\u3059\u3002<\/p>\n

Lisa Su — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u30de\u30fc\u30af\u3002\u3067\u3059\u304b\u3089\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u3001\u975e\u5e38\u306b\u5f37\u529b\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2 \u30b9\u30bf\u30c3\u30af\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306b\u306f\u72ec\u81ea\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306f\u975e\u5e38\u306b\u5f37\u529b\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u3092\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3082\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u91cd\u8981\u306a\u4e00\u90e8\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u3053\u3068\u306f\u3059\u3079\u3066\u3001\u304a\u5ba2\u69d8\u306b\u3088\u308a\u5b8c\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u306a\u306e\u3067\u3059\u3002<\/p>\n

Mark Lipacis — Jefferies — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u305f\u3060\u3044\u307e\u3088\u308a\u3001\u304a\u96fb\u8a71\u3092\u627f\u308a\u307e\u3059\u3002<\/p>\n

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

\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u597d\u8abf\u306a\u56db\u534a\u671f\u3068\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u3068\u306e\u53d6\u5f15\u5b8c\u4e86\u306b\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ea\u30b5\u3001\u3082\u3046\u4e00\u5ea6\u8a00\u3044\u307e\u3059\u304c\u3001\u591a\u304f\u306e\u53ef\u52d5\u90e8\u54c1\u304c\u3042\u308a\u3001\u3042\u306a\u305f\u306f\u305d\u308c\u3092\u4f55\u5ea6\u3082\u8a00\u3063\u3066\u3044\u308b\u306e\u3067\u3001\u5c11\u3057\u98db\u3073\u8fbc\u3080\u3053\u3068\u3092\u304a\u8a31\u3057\u304f\u3060\u3055\u3044\u3002\u3057\u304b\u3057\u3001\u7b2c2\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u306b\u3042\u305f\u308a\u3001\u3042\u306a\u305f\u304c\u60f3\u5b9a\u3057\u3066\u3044\u308b\u52d5\u304d\u3084\u3059\u3044\u90e8\u5206\u3092\u3044\u304f\u3064\u304b\u304a\u805e\u304d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u5074\u3092\u53d6\u308a\u4e0a\u3052\u308b\u304b\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u5168\u56db\u534a\u671f\u5206\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5c11\u3057\u304a\u8a71\u3057\u3059\u308b\u3068\u3001\u4e2d\u6838\u306eAMD\u306f\u524d\u56db\u534a\u671f\u6bd4\u30671\u6841\u524d\u534a\u306e\u6210\u9577\u3092\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u3002PC\u304c\u5f31\u3044\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u4f55\u5ea6\u3082\u304a\u8a71\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u30b5\u30fc\u30d0\u30fc\u3084\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u3082\u597d\u8abf\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u306a\u6210\u9577\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u30d7\u30c3\u30c8\uff06\u30c6\u30a4\u30af\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u30d2\u30f3\u30c8\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3001\u30ed\u30b9\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7b2c2\u56db\u534a\u671f\u306f\u3001\u7279\u306b\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u56db\u534a\u671f\u3092\u901a\u3058\u3066\u597d\u8abf\u3067\u3042\u308b\u3053\u3068\u3068\u3001\u30b5\u30fc\u30d0\u30fc\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u7b2c2\u56db\u534a\u671f\u3092\u4e2d\u5fc3\u306b\u597d\u8abf\u3067\u3042\u308b\u3053\u3068\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c9\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7b2c2\u56db\u534a\u671f\u306f\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u4e8b\u696d\u304c\u30d5\u30eb\u7a3c\u50cd\u3057\u3001\u30b5\u30fc\u30d0\u30fc\u4e8b\u696d\u304c\u597d\u8abf\u3067\u3059\u3002<\/p>\n

PC\u4e8b\u696d\u3084\u30b2\u30fc\u30e0\u4e8b\u696d\u3067\u306f\u3001\u4e0b\u671f\u306e\u6bd4\u91cd\u304c\u9ad8\u304f\u306a\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u7b2c2\u56db\u534a\u671f\u306f\u3053\u308c\u3089\u306e\u4e8b\u696d\u306b\u3068\u3063\u3066\u597d\u8abf\u306a\u56db\u534a\u671f\u306b\u306f\u306a\u3089\u306a\u3044\u50be\u5411\u304c\u3042\u308a\u3001\u524d\u56db\u534a\u671f\u306e\u5897\u52a0\u306e\u8981\u56e0\u306b\u306f\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n

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

\u5b8c\u74a7\u3067\u3059\u306d\u3002\u540c\u3058\u3088\u3046\u306a\u8cea\u554f\u3067\u3059\u304c\u3001\u3042\u306a\u305f\u306e\u56de\u7b54\u306f\u5b8c\u74a7\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u306d\u3002\u901a\u671f\u306e\u696d\u7e3e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u975e\u5e38\u306b\u5370\u8c61\u7684\u3067\u3057\u305f\u3002\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u88fd\u54c1\u306e\u5897\u52a0\u306b\u3064\u3044\u3066\u304a\u8a71\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u3069\u3046\u3084\u3089\u3001\u7279\u306b\u3001\u3053\u306e\u3088\u3046\u306a\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u88fd\u54c1\u306e\u5897\u52a0\u306b\u3088\u3063\u3066\u3001\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u88fd\u54c1\u306e\u9700\u8981\u304c\u5897\u52a0\u3057\u305f\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u7279\u306b1\u9031\u9593\u5ef6\u9577\u3057\u305f\u3053\u3068\u3067\u30011\u56db\u534a\u671f\u30671\u6841\u53f0\u524d\u534a\u3001\u3082\u3057\u304f\u306f\u4e2d\u76e4\u304b\u3089\u5f8c\u534a\u306b\u4e0a\u6607\u3057\u3001\u305d\u306e\u5f8c\u306f\u307b\u307c\u6a2a\u3070\u3044\u3067\u901a\u671f\u3092\u8fce\u3048\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u53d7\u3051\u3089\u308c\u307e\u3059\u3002\u540c\u3058\u3088\u3046\u306a\u8cea\u554f\u3067\u3059\u3002\u540c\u3058\u3088\u3046\u306a\u8cea\u554f\u3067\u3059\u304c\u3001\u3069\u306e\u3088\u3046\u306a\u70b9\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u304b\uff1fPC\u306e\u5b63\u7bc0\u6027\u3068\u3044\u3046\u306e\u306f\u3001\u5148\u307b\u3069\u304a\u8a71\u3057\u305f1\u6841\u53f0\u5f8c\u534a\u306e\u843d\u3061\u8fbc\u307f\u3068\u6bd4\u8f03\u3057\u3066\u3001\u307e\u3060\u6210\u9577\u3059\u308b\u3060\u308d\u3046\u304c\u3001\u305d\u306e\u80cc\u666f\u304b\u3089\u3059\u308b\u3068\u904e\u53bb\u6570\u5e74\u9593\u307b\u3069\u901f\u304f\u306f\u306a\u3044\u3060\u308d\u3046\u3068\u3001\u5c11\u3057\u3070\u304b\u308a\u50be\u3044\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u4e0b\u534a\u671f\u306b\u505c\u6ede\u3059\u308b\u3088\u3046\u306a\u4f55\u304b\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30d7\u30e9\u30c8\u30fc\u300d\u3068\u306f\u8a00\u3048\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305f\u3060\u3001\u4e0b\u534a\u671f\u306e\u5c55\u671b\u3092\u304a\u8a71\u3057\u3059\u308b\u3068\u3001\u3084\u306f\u308a\u30b5\u30fc\u30d0\u30fc\u30d3\u30b8\u30cd\u30b9\u304c\u5f15\u304d\u7d9a\u304d\u6210\u9577\u3059\u308b\u3082\u306e\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u898b\u901a\u3057\u304c\u3088\u3044\u306e\u3067\u3002\u30b3\u30f3\u30bd\u30fc\u30eb\u4e8b\u696d\u3082\u4e0a\u671f\u306b\u5bfe\u3057\u3066\u4e0b\u671f\u306f\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u5178\u578b\u7684\u306a\u5b63\u7bc0\u6027\u3067\u3059\u3002<\/p>\n

PC\u306e\u5834\u5408\u3082\u3001\u5178\u578b\u7684\u306a\u5b63\u7bc0\u6027\u3067\u3001\u4e0a\u671f\u3088\u308a\u3082\u4e0b\u671f\u306e\u65b9\u304c\u9ad8\u304f\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002PC\u306e\u5178\u578b\u7684\u306a\u5b63\u7bc0\u6027\u3067\u306f\u3001\u4e0b\u671f\u306f\u4e0a\u671f\u3088\u308a\u3082\u9ad8\u304f\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u5e02\u5834\u306e\u30d7\u30c3\u30c8\u30fb\u30a2\u30f3\u30c9\u30fb\u30c6\u30a4\u30af\u3092\u8003\u616e\u3057\u3001\u5b63\u7bc0\u6027\u3092\u5c11\u3057\u6291\u3048\u305f\u30e2\u30c7\u30eb\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u306e\u30d3\u30b8\u30cd\u30b9\u3082\u3001\u65fa\u76db\u306a\u9700\u8981\u3092\u80cc\u666f\u306b\u3001\u3088\u308a\u591a\u304f\u306e\u4f9b\u7d66\u304c\u958b\u59cb\u3055\u308c\u308b\u305f\u3081\u3001\u4e0b\u671f\u306b\u306f\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u8981\u7d20\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u505c\u6ede\u671f\u3068\u306f\u8a00\u3048\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

1\u3064\u306f\u65fa\u76db\u306a\u9700\u8981\u3001\u3082\u30461\u3064\u306f\u4e0b\u534a\u671f\u306b\u30aa\u30f3\u30e9\u30a4\u30f3\u5316\u3055\u308c\u308b\u4f9b\u7d66\u304c\u5897\u3048\u308b\u305f\u3081\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u304c\u898b\u3089\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30d7\u30e9\u30c8\u30fc\u3068\u3044\u3046\u8a00\u8449\u3092\u4f7f\u3063\u305f\u3053\u3068\u3092\u304a\u8a6b\u3073\u3057\u307e\u3059\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u8ab0\u3082\u79c1\u306b\u8b1d\u3089\u306a\u3044\u306e\u3067\u3001\u672c\u5f53\u306b\u3046\u308c\u3057\u3044\u3067\u3059\u3001\u30ed\u30b9\u3055\u3093\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30b0\u30ec\u30a4\u30d6\u30b9 — \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3042\u30682\u3064\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

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

\u78ba\u304b\u306b\u3002\u6b21\u306e\u8cea\u554f\u306fUBS\u306e\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30ad\u30e5\u30ea\u304b\u3089\u3067\u3059\u3002\u305f\u3060\u3044\u307e\u3001\u304a\u96fb\u8a71\u3092\u53d7\u4ed8\u4e2d\u3067\u3059\u3002<\/p>\n

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

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u307e\u3055\u306b\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u4ed6\u306e\u4e8b\u696d\u306b\u3064\u3044\u3066\u306f\u3001\u304b\u306a\u308a\u8cea\u554f\u3055\u308c\u305f\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u30ea\u30b5\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306f\u4eca\u5e7440\u5104\u30c9\u30eb\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u304b\u306a\u308a\u8fd1\u3044\u3068\u3053\u308d\u307e\u3067\u884c\u3051\u308b\u3088\u3046\u306a\u6c17\u304c\u3057\u307e\u3059\u304c\u3001\u3082\u3057\u304b\u3057\u305f\u3089\u884c\u3051\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n

\u307e\u305f\u3001\u305d\u306e\u8cea\u554f\u306e\u4e00\u90e8\u3068\u3057\u3066\u3001\u3042\u306a\u305f\u306f\u6765\u5e74\u304c\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306b\u3068\u3063\u3066\u826f\u3044\u5e74\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3002\u3057\u304b\u3057\u3001\u6d88\u8cbb\u8005\u306e\u4e0d\u5b89\u3092\u8003\u3048\u308b\u3068\u3001\u6765\u5e74\u306f\u307e\u3060\u4e0a\u6607\u3067\u304d\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u304b\u3089\u30012\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3001\u30c6\u30a3\u30e0\u3002\u6b63\u78ba\u306a\u6570\u5b57\u306b\u306f\u89e6\u308c\u307e\u305b\u3093\u304c\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u5f37\u529b\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3067\u3042\u308b\u3068\u8a00\u3048\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u3068\u975e\u5e38\u306b\u7dca\u5bc6\u306b\u9023\u643a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u304a\u5ba2\u69d8\u304c\u3069\u306e\u3088\u3046\u306a\u9700\u8981\u304c\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u3088\u304f\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u5c0f\u58f2\u30c1\u30e3\u30cd\u30eb\u3092\u898b\u308c\u3070\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u30d3\u30b8\u30cd\u30b9\u306e\u9700\u8981\u306f\u307e\u3060\u5341\u5206\u306b\u6e80\u305f\u3055\u308c\u3066\u3044\u306a\u3044\u3053\u3068\u304c\u308f\u304b\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001\u30db\u30ea\u30c7\u30fc\u30b7\u30fc\u30ba\u30f3\u306b\u5411\u3051\u3066\u672c\u683c\u7684\u306a\u751f\u7523\u304c\u59cb\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5e74\u306f\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u304c\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b3\u30f3\u30c6\u30f3\u30c4\u3082\u5145\u5b9f\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Valve Steam Deck\u306f\u975e\u5e38\u306b\u9ad8\u3044\u8a55\u4fa1\u3092\u53d7\u3051\u3066\u304a\u308a\u3001\u4e0b\u534a\u671f\u306b\u5411\u3051\u3066\u62e1\u5927\u3057\u307e\u3059\u30022023\u5e74\u306b\u3064\u3044\u3066\u3082\u3001\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u306f\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3001\u5897\u76ca\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u308c\u307e\u3067\u306e\u696d\u7e3e\u63a8\u79fb\u3092\u898b\u308b\u3068\u30014\u5e74\u76ee\u304f\u3089\u3044\u306b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u306b\u52a0\u3048\u3066\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u3053\u308c\u304b\u3089\u767a\u58f2\u3055\u308c\u308b\u30b2\u30fc\u30e0\u30bd\u30d5\u30c8\u306e\u3044\u304f\u3064\u304b\u3092\u77e5\u3063\u3066\u3044\u308b\u3060\u3051\u3067\u3082\u3001\u660e\u3089\u304b\u306b\u3001\u826f\u3044\u30e9\u30a4\u30f3\u30a2\u30c3\u30d7\u304c\u3042\u308a\u307e\u3059\u3057\u3001\u3053\u308c\u304b\u3089\u5148\u3082\u5f37\u529b\u306a\u30e9\u30a4\u30f3\u30a2\u30c3\u30d7\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u304c\u3001\u73fe\u5728\u306e\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u4e8b\u696d\u306b\u5bfe\u3059\u308b\u79c1\u305f\u3061\u306e\u898b\u89e3\u3067\u3059\u3002<\/p>\n

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

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u5168\u4f53\u306b\u3064\u3044\u3066\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u5927\u304d\u304f\u4f38\u3070\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u8aad\u307f\u304c\u6d45\u3044\u3053\u3068\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4e00\u90e8\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u304b\u3089\u306f\u3001\u300c\u6295\u8cc7\u3092\u63a7\u3048\u3081\u306b\u3059\u308b\u3001\u3042\u308b\u3044\u306f\u6e1b\u901f\u3055\u305b\u308b\u300d\u3068\u3044\u3046\u30b3\u30e1\u30f3\u30c8\u304c\u51fa\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u30b5\u30fc\u30d0\u30fc\u306e\u8abf\u9054\u304c\u6e1b\u901f\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u306e\u304b\u3001\u3068\u3044\u3046\u8b70\u8ad6\u3082\u3042\u308b\u3088\u3046\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e02\u5834\u306e\u5168\u4f53\u7684\u306a\u5f37\u3055\u3092\u3069\u306e\u3088\u3046\u306b\u8a55\u4fa1\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u4eca\u5e74\u306e\u5f8c\u534a\u3001\u3042\u308b\u3044\u306f\u6765\u5e74\u306b\u304b\u3051\u3066\u3001\u5e02\u5834\u306e\u52e2\u3044\u304c\u5f31\u307e\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30c6\u30a3\u30e0\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3088\u3046\u306a\u73fe\u8c61\u3092\u898b\u3066\u3044\u306a\u3044\u3068\u7533\u3057\u4e0a\u3052\u305f\u3044\u3002\u305d\u306e\u3088\u3046\u306a\u7279\u5225\u306a\u73fe\u8c61\u306f\u898b\u3066\u3044\u307e\u305b\u3093\u3002\u30b5\u30fc\u30d0\u30fc\u306e\u304a\u5ba2\u3055\u307e\u3084\u5927\u898f\u6a21\u306a\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u3055\u307e\u306b\u5bfe\u3057\u3066\u3001\u9069\u5207\u306a\u8a08\u753b\u3092\u7acb\u3066\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u5b9f\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u8a08\u753b\u306f2022\u5e74\u4ee5\u964d\u30012023\u5e74\u307e\u3067\u7d9a\u304d\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u898b\u3066\u3044\u308b\u9650\u308a\u3001\u9700\u8981\u306f\u65fa\u76db\u3067\u3059\u3002<\/p>\n

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

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Arete Research\u306eBrett Simpson\u304b\u3089\u3067\u3059\u3002\u73fe\u5728\u3001\u56de\u7dda\u306f\u751f\u304d\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30d6\u30ec\u30c3\u30c8\u30b7\u30f3\u30d7\u30bd\u30f3 — \u30a2\u30ec\u30fc\u30c6\u30ea\u30b5\u30fc\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3002\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30ea\u30b5\u3001AI\u30b7\u30ea\u30b3\u30f3\u5e02\u5834\u306b\u3064\u3044\u3066\u3001\u3042\u306a\u305f\u306e\u898b\u89e3\u3092\u4f3a\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3042\u306a\u305f\u306fMI200\u3067\u660e\u3089\u304b\u306bHPC\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30b5\u30fc\u30d0\u30fc\u5074\u3067\u306fCPU\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306fAI\u5411\u3051\u306e\u5927\u304d\u306a\u30db\u30b9\u30c8\u30d7\u30ed\u30bb\u30c3\u30b5\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u4eca\u5f8c2\uff5e3\u5e74\u306e\u9593\u306b\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u63a8\u8ad6\u3001\u7279\u306bGPU\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001MI300\u306a\u3069\u306e\u5468\u308a\u3067\u3001AMD\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304cAI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a8\u8ad6\u306e\u5206\u91ce\u3067\u7af6\u4e89\u3057\u3001\u52dd\u5229\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u306f\u3044\u3064\u9803\u3060\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u307e\u305a\u79c1\u304b\u3089\u3001\u30d6\u30ec\u30c3\u30c8\u3001\u305d\u3057\u3066\u30d3\u30af\u30bf\u30fc\u306b\u3082\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002AI\u306f\u9593\u9055\u3044\u306a\u304f\u5f53\u793e\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3042\u308a\u3001\u305d\u306e\u5bfe\u5fdc\u306b\u3064\u3044\u3066\u975e\u5e38\u306b\u7dcf\u5408\u7684\u306b\u8003\u3048\u3066\u3044\u308b\u5206\u91ce\u3067\u3059\u3002\u30b5\u30fc\u30d0\u30fcCPU\u5074\u3067\u306f\u3001\u63a8\u8ad6\u306e\u591a\u304f\u304c\u30b5\u30fc\u30d0\u30fcCPU\u5074\u3067\u884c\u308f\u308c\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u305d\u306e\u5206\u91ce\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3057\u3001GPU\u5074\u3067\u3082\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a8\u8ad6\u306e\u4e21\u65b9\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u306e\u5468\u8fba\u306b\u3082\u591a\u304f\u306e\u3082\u306e\u304c\u3042\u308b\u306e\u3067\u3001\u5927\u898f\u6a21\u306a\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3068\u3082\u306b\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u304c\u6211\u3005\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3082\u305f\u3089\u3059\u3082\u306e\u306f\u3001AI\u63a8\u8ad6\u306b\u95a2\u3059\u308b\u591a\u304f\u306e\u80fd\u529b\u3067\u3042\u308a\u3001\u5f7c\u3089\u306e\u73fe\u5728\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068AMD\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u8ffd\u52a0\u3055\u308c\u308b\u3082\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3088\u308a\u5e83\u7bc4\u306a\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3064\u3044\u3066\u8a71\u3057\u59cb\u3081\u308b\u3068\u3001AI\u306b\u95a2\u3057\u3066\u3088\u308a\u5e45\u5e83\u3044\u88fd\u54c1\u7fa4\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001Victor\u3055\u3093\u3001\u3082\u3046\u5c11\u3057\u304a\u8a71\u3092\u805e\u304b\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Victor Peng — Adaptive & Embedded Computing Group \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

\u3053\u306eAI\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u3059\u3067\u306b\u591a\u304f\u306e\u7d44\u307f\u8fbc\u307f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u3001\u305d\u3057\u3066\u81ea\u52d5\u8eca\u306e\u3088\u3046\u306a\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u306b\u5c0e\u5165\u3055\u308c\u3066\u304a\u308a\u3001\u591a\u304f\u306e\u753b\u50cf\u8a8d\u8b58\u3084\u3042\u3089\u3086\u308b\u7a2e\u985e\u306e\u63a8\u8ad6\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u3053\u308c\u306f\u307e\u3055\u306b\u79c1\u305f\u3061\u306e\u8a08\u753b\u3067\u3059\u3002\u307e\u305f\u3001\u5148\u307b\u3069\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3064\u3044\u3066\u89e6\u308c\u307e\u3057\u305f\u304c\u3001\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u3001\u7279\u306bAI\u306b\u7279\u5316\u3057\u305f\u7d71\u5408\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u3001\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30c7\u30d0\u30a4\u30b9\u3001\u7d44\u307f\u8fbc\u307f\u30c7\u30d0\u30a4\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306a\u3069\u3001\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u5206\u91ce\u306b\u3082\u529b\u3092\u5165\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u53ce\u76ca\u30b7\u30ca\u30b8\u30fc\u306e\u6a5f\u4f1a\u306b\u306f\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30b0\u30ec\u30a4\u30d6\u30b9 — \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba<\/p>\n

\u30d6\u30ec\u30c3\u30c8\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

Brett Simpson — Arete Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3001\u30ed\u30fc\u30e9\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002AMD\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u53ce\u76ca\u5316\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u306f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u5bfe\u3059\u308b\u53d6\u308a\u7d44\u307f\u65b9\u306b\u5927\u304d\u306a\u5909\u5316\u304c\u898b\u3089\u308c\u307e\u3059\u3002AMD\u306f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30b9\u30bf\u30c3\u30af\u3092\u9ad8\u3044\u62bd\u8c61\u5ea6\u307e\u3067\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u5f8c2\uff5e3\u5e74\u306e\u9593\u306b\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u8ab2\u91d1\u3059\u308b\u8a08\u753b\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001AMD\u3092\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d3\u30b8\u30cd\u30b9\u3068\u3057\u3066\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u3051\u3070\u3088\u3044\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30ea\u30b5\u30fb\u30b9\u30fc — \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Brett\u3001\u79c1\u305f\u3061\u306f……\u304a\u305d\u3089\u304f\u3001\u79c1\u305f\u3061\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u6226\u7565\u5168\u4f53\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u5e83\u7bc4\u306a\u8a71\u3092\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001Victor\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001AI\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u7d71\u5408\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u80fd\u529b\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u307e\u305f\u3001Pensando\u306e\u8cb7\u53ce\u306b\u3088\u308a\u3001\u5f7c\u3089\u306eDPU\u3068\u305d\u3053\u3067\u3067\u304d\u308b\u3053\u3068\u306b\u95a2\u3059\u308b\u975e\u5e38\u306b\u5f37\u529b\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30c1\u30fc\u30e0\u3068\u53d6\u308a\u7d44\u307f\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u5168\u4f53\u3068\u3057\u3066\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3082\u3063\u3068\u6295\u8cc7\u3057\u3066\u3044\u304f\u3079\u304d\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30de\u30cd\u30bf\u30a4\u30ba\u3084\u305d\u306e\u4ed6\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u3053\u308c\u3089\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30f3\u30b8\u30f3\u5168\u4f53\u3067\u63d0\u4f9b\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u5168\u822c\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3053\u3068\u3067\u3001\u3082\u3063\u3068\u5bfe\u5fdc\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u30016\u6708\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30a4\u306b\u5411\u3051\u3066\u3001\u3082\u3063\u3068\u591a\u304f\u306e\u3053\u3068\u3092\u304a\u8a71\u3057\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30b0\u30ec\u30a4\u30d6\u30b9 — \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30ea\u30b5\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u53c2\u52a0\u3055\u308c\u3066\u3044\u308b\u7686\u3055\u3093\u306b\u304a\u77e5\u3089\u305b\u3057\u3066\u304a\u304d\u307e\u3059\u304c\u3001\u5f53\u793e\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u30fb\u30c7\u30a4\u306f6\u67089\u65e5\uff08\u6728\uff09\u306b\u958b\u50ac\u3055\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3092\u884c\u3044\u307e\u3059\u306e\u3067\u3001\u305c\u3072\u3054\u53c2\u52a0\u304f\u3060\u3055\u3044\u3002\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u3054\u53c2\u52a0\u3044\u305f\u3060\u3044\u305f\u7686\u69d8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

 <\/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>
\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","protected":false},"excerpt":{"rendered":"

\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 GPU\u306e\u4fa1\u683c\u4e0b\u843d\u306a\u3069\u4e0d\u5b89\u8981\u7d20\u306f\u3042\u308a\u307e\u3057\u305f\u304c\u6c7a\u7b97\u306f\u975e\u5e38\u306b\u826f\u304b\u3063\u305f\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3066\u304a\u308a\u4eca\u5f8c\u3082\u671f\u5f85\u304c\u6301\u3066\u307e … <\/p>\n","protected":false},"author":1,"featured_media":536,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[254,618,76,255,105,83],"class_list":{"0":"post-1436","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-amd","9":"tag-618","10":"tag-76","11":"tag-255","12":"tag-105","13":"tag-83"},"yoast_head":"\n\u3010\u7ffb\u8a33\u3011\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba (NSDQ:AMD)2022\u5e74\u7b2c1\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=1436\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta 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