{"id":2021,"date":"2022-09-03T11:55:26","date_gmt":"2022-09-03T02:55:26","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2021"},"modified":"2022-09-03T11:55:26","modified_gmt":"2022-09-03T02:55:26","slug":"%e3%83%96%e3%83%ad%e3%83%bc%e3%83%89%e3%82%b3%e3%83%a0%ef%bc%88avgo2022-%e5%b9%b4%e7%ac%ac-3-%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2021","title":{"rendered":"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u534a\u5c0e\u4f53\u9700\u8981\u306e\u843d\u3061\u8fbc\u307f\u4e88\u60f3\u304b\u3089\u306e\u7dcf\u60b2\u89b3\u306e\u30bb\u30af\u30bf\u30fc\u3067\u3059\u304c\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)\u306f\u597d\u6c7a\u7b97\u3067\u9700\u8981\u843d\u3061\u8fbc\u307f\u3092\u56de\u907f\u3067\u304d\u308b\u3068\u306e\u898b\u901a\u3057\u3068\u306e\u4e8b\u3067\u682a\u4fa1\u3082\u4e0a\u6607\u3067\u3059\u306d\u3002\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306e\u5e0c\u671b\u306b\u306a\u3063\u3066\u307e\u3059\u306d\u3002<\/p>\n

\"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)\u682a\u4fa1\"

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)\u682a\u4fa1<\/p><\/div>\n

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nJi Yoo — Head of Investor Relations
\nHock Tan — President and Chief Executive Officer
\nKirsten Spears — Chief Financial Officer
\nRoss Seymore — Deutsche Bank — Analyst
\nStacy Rasgon — Bernstein Research — Analyst
\nVivek Arya — Bank of America Merrill Lynch — Analyst
\nHarlan Sur — J.P. Morgan — Analyst
\nTimothy Arcuri — UBS — Analyst
\nWilliam Stein — Truist Securities — Analyst
\nAaron Rakers — Wells Fargo Securities — Analyst
\nHarsh Kumar — Piper Sandler — Analyst
\nVijay Rakesh — Mizuho Securities — Analyst
\nJoseph Moore — Morgan Stanley — Analyst
\nToshiya Hari — Goldman Sachs — Analyst
\nPierre Ferragu — New Street Research — Analyst
\nMore AVGO analysis<\/p>\n

2022 \u5e74 9 \u6708 1 \u65e5\u3001\u5348\u5f8c 5 \u6642 (\u7c73\u56fd\u6771\u90e8\u6a19\u6e96\u6642)<\/p>\n

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

Broadcom Inc. \u306e 2022 \u5e74\u5ea6\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u306b\u95a2\u3059\u308b\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9 \u30b3\u30fc\u30eb\u306b\u3088\u3046\u3053\u305d\u3002\u305d\u308c\u3067\u306f\u3001\u958b\u4f1a\u306e\u6328\u62f6\u3068\u81ea\u5df1\u7d39\u4ecb\u3092\u517c\u306d\u3066\u3001Broadcom, Inc.\u306e IR \u90e8\u9580\u8cac\u4efb\u8005\u3067\u3042\u308b Ji Yoo \u306b\u96fb\u8a71\u3092\u304a\u7e4b\u304e\u3057\u307e\u3059\u3002<\/p>\n

Ji Yoo — \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u306e\u8cac\u4efb\u8005<\/p>\n

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\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u7b2c3\u56db\u534a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c\u682a\u5f0f\u6570\u306f4\u51043,600\u4e07\u682a\u3067\u3057\u305f\u3002\u7b2c4\u56db\u534a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c\u682a\u5f0f\u6570\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u5b8c\u4e86\u3057\u305f\u81ea\u793e\u682a\u8cb7\u3044\u306e\u6f5c\u5728\u7684\u306a\u5f71\u97ff\u3092\u9664\u3044\u305f4\u51043500\u4e07\u682a\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u81ea\u793e\u682a\u8cb7\u3044\u306f\u898f\u5236\u306e\u5bfe\u8c61\u3068\u306a\u308b\u305f\u3081\u3001VMware\u306e\u8cb7\u53ce\u3092\u767a\u8868\u3057\u3066\u4ee5\u6765\u3001\u81ea\u793e\u682a\u306e\u8cb7\u623b\u3057\u306f\u884c\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u5f53\u793e\u306f\u3001SEC\u306e\u898f\u5247\u306b\u5f93\u3044\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3092\u542b\u3081\u3001\u4f59\u5270\u8cc7\u91d1\u3092\u3067\u304d\u308b\u3060\u3051\u65e9\u304f\u682a\u4e3b\u306b\u9084\u5143\u3059\u308b\u3068\u3044\u3046\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u73fe\u5728\u306e\u4e8b\u696d\u52d5\u5411\u3068\u72b6\u6cc1\u306b\u57fa\u3065\u304d\u30012022\u5e74\u5ea6\u7b2c4\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001\u9023\u7d50\u58f2\u4e0a\u9ad889\u5104\u30c9\u30eb\u3001\u8abf\u6574\u5f8cEBITDA\u306f\u4e88\u60f3\u58f2\u4e0a\u9ad8\u306e\u7d0463\uff05\u3068\u306a\u308a\u307e\u3059\u3002\u4ee5\u4e0a\u3067\u79c1\u306e\u6e96\u5099\u66f8\u9762\u3092\u7d42\u308f\u308a\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u8cea\u7591\u5fdc\u7b54\u3092\u958b\u59cb\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u6307\u793a\u3011\u6700\u521d\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\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3055\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u3001\u3042\u306a\u305f\u306f\u524d\u7f6e\u304d\u3067\u3001\u6d88\u8cbb\u8005\u5074\u3068\u30a4\u30f3\u30d5\u30e9\u5074\u306e\u30de\u30af\u30ed\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u306e\u9593\u306b\u3042\u308b\u65ad\u7d76\u306b\u3064\u3044\u3066\u8a71\u3057\u59cb\u3081\u307e\u3057\u305f\u306d\u3002\u3082\u3061\u308d\u3093\u3001\u6d88\u8cbb\u8005\u30b5\u30a4\u30c9\u306e\u30c7\u30fc\u30bf\u306b\u306f\u9650\u308a\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30fb\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u30fb\u30b5\u30fc\u30d0\u30fc\u3084\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30af\u30e9\u30a6\u30c9\u306e\u30d3\u30b8\u30cd\u30b9\u5168\u822c\u306b\u304a\u3044\u3066\u3001\u4f55\u304b\u5909\u5316\u304c\u898b\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u304b\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u540c\u696d\u4ed6\u793e\u306e\u591a\u304f\u304c\u30de\u30af\u30ed\u30c7\u30fc\u30bf\u3067\u60aa\u5316\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u3042\u306a\u305f\u306b\u3068\u3063\u3066\u306f\u3059\u3079\u3066\u304c\u9806\u8abf\u3060\u3068\u3044\u3046\u4e8b\u5b9f\u3092\u8abf\u6574\u3059\u308b\u306e\u306f\u3001\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3082\u3001\u79c1\u81ea\u8eab\u306b\u3068\u3063\u3066\u3082\u3001\u672c\u5f53\u306b\u96e3\u3057\u3044\u3053\u3068\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001\u30ce\u30fc\u3067\u3059\u3002\u7c21\u5358\u306b\u8a00\u3048\u3070\u3001\u300c\u30ce\u30fc\u300d\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u3053\u3046\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u79c1\u304c\u3053\u308c\u307e\u3067\u8a71\u3057\u3066\u304d\u305f\u3053\u3068\u3067\u3059\u304c\u3001\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u30bb\u30eb\u30b5\u30a4\u30c9\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u3068\u306e\u96fb\u8a71\u3067\u3082\u3001\u771f\u306e\u9700\u8981\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u7279\u306b\u904e\u53bb8\u56db\u534a\u671f\u306f\u305d\u306e\u3088\u3046\u306b\u898b\u3066\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001\u304a\u5ba2\u69d8\u3084\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306b\u88fd\u54c1\u3092\u304a\u5c4a\u3051\u3059\u308b\u524d\u306b\u3001\u53d7\u6ce8\u6b8b\u3092\u614e\u91cd\u306b\u7cbe\u67fb\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u304c\u771f\u306e\u6700\u7d42\u9700\u8981\u3067\u3059\u3002\u4eca\u65e5\u3001\u7686\u69d8\u306b\u3054\u5831\u544a\u3057\u305f\u306e\u306f\u3001\u79c1\u305f\u3061\u304c\u63d0\u793a\u3057\u305f\u6570\u5b57\u3068\u3001\u305d\u306e\u6570\u5b57\u306e\u5f37\u3055\u3067\u3059\u304c\u3001\u81ea\u5206\u3067\u8a00\u3046\u306e\u3082\u306a\u3093\u3067\u3059\u304c\u3001\u3055\u307e\u3056\u307e\u306a\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3068\u3001\u305d\u306e\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u8ca9\u58f2\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u88fd\u54c1\u306b\u95a2\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u898b\u3066\u3044\u308b\u306e\u306f\u672c\u5f53\u306e\u30a8\u30f3\u30c9\u30c7\u30de\u30f3\u30c9\u3067\u3059\u3002\u3053\u308c\u304c\u3001\u79c1\u305f\u3061\u304c\u771f\u306e\u6700\u7d42\u9700\u8981\u3068\u3057\u3066\u628a\u63e1\u3059\u308b\u3053\u3068\u306e\u3067\u304d\u308b\u7bc4\u56f2\u3067\u3059\u3002<\/p>\n

\u73fe\u5728\u3001\u5927\u91cf\u306e\u53d7\u6ce8\u6b8b\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f50\u9031\u3067\u5909\u66f4\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u73fe\u5728\u3001\u4e88\u7d04\u3055\u308c\u3066\u3044\u308b\u88fd\u54c1\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u7570\u306a\u308b\u304b\u3069\u3046\u304b\u306f\u3001\u304a\u5ba2\u69d8\u306e1\u5e74\u5148\u306b\u5bfe\u3059\u308b\u8a8d\u8b58\u3084\u5fc3\u7406\u306e\u9055\u3044\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u7b2c3\u56db\u534a\u671f\u306b\u5831\u544a\u3057\u3001\u7b2c4\u56db\u534a\u671f\u306b\u671f\u5f85\u3055\u308c\u308b\u3082\u306e\u3092\u898b\u308b\u9650\u308a\u3001\u6211\u3005\u306f\u771f\u306e\u6700\u7d42\u9700\u8981\u3067\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3057\u3001\u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u304b\u306a\u308a\u660e\u78ba\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002Bernstein Research\u306eStacy Rasgon\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u30db\u30c3\u30af\u306b\u3064\u3044\u3066\u88dc\u8db3\u3057\u305f\u3044\u3093\u3067\u3059\u304c \u3042\u306a\u305f\u65b9\u304c\u672c\u5f53\u306e\u9700\u8981\u306b\u5408\u308f\u305b\u3066\u51fa\u8377\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u306f\u7406\u89e3\u3067\u304d\u307e\u3059\u304c\u3001\u3053\u308c\u304c\u5b9f\u969b\u306b\u8ab0\u3082\u304c\u76f4\u9762\u3057\u3066\u3044\u308b\u672c\u5f53\u306e\u9700\u8981\u306e\u72b6\u6cc1\u3067\u3042\u308c\u3070\u3001\u4ed6\u306e\u8ab0\u3082\u304c\u898b\u304b\u3051\u3088\u308a\u3082\u5f37\u304f\u611f\u3058\u3066\u3044\u308b\u3088\u3046\u306b\u611f\u3058\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u305d\u306e\u8f2a\u3092\u5e83\u3052\u308b\u305f\u3081\u306b\u3001\u3042\u306a\u305f\u304c\u4ed6\u306b\u3069\u3093\u306a\u3053\u3068\u3092\u8a00\u3048\u308b\u306e\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u3067\u3082\u3001\u5b9f\u969b\u306b\u898b\u3066\u3044\u308b\u3082\u306e\u304c\u672c\u5f53\u306b\u771f\u306e\u9700\u8981\u3067\u3042\u308b\u3068\u78ba\u4fe1\u3067\u304d\u308b\u306e\u306f\u306a\u305c\u3067\u3057\u3087\u3046\uff1f\u51fa\u8377\u3057\u3066\u6ce8\u6587\u3092\u901a\u305d\u3046\u3068\u3059\u308b\u3053\u3068\u3001\u305d\u306e\u4ed6\u3082\u308d\u3082\u308d\u304c\u305d\u3046\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3042\u306a\u305f\u304c\u3068\u3063\u3066\u3044\u308b\u3059\u3079\u3066\u306e\u884c\u52d5\u306e\u4e2d\u3067\u3001\u9867\u5ba2\u304c\u3042\u306a\u305f\u306b\u8ced\u3051\u308b\u53ef\u80fd\u6027\u306f\u306a\u3044\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u6295\u8cc7\u5bb6\u306f\u3001\u3042\u306a\u305f\u304c\u672c\u5f53\u306e\u9700\u8981\u306b\u5373\u3057\u3066\u51fa\u8377\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3053\u306e\u767a\u8a00\u306b\u5bfe\u3057\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u78ba\u4fe1\u3092\u6301\u3066\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

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

\u79c1\u305f\u3061\u306f\u3001\u88fd\u54c1\u3092\u822a\u7a7a\u6a5f\u3084\u30c8\u30e9\u30c3\u30af\u306b\u8f09\u305b\u3066\u304a\u5ba2\u3055\u307e\u306b\u304a\u5c4a\u3051\u3059\u308b\u524d\u306b\u3001\u591a\u304f\u306e\u30c1\u30a7\u30c3\u30af\u3068\u30d0\u30e9\u30f3\u30b7\u30f3\u30b0\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u30922\u5e74\u524d\u304b\u3089\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u3053\u306e\u3084\u308a\u65b9\u306f\u304b\u306a\u308a\u3046\u307e\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5148\u307b\u3069Ross\u304c\u7b54\u3048\u305f\u8cea\u554f\u3067\u3059\u304c\u3001\u4f55\u304b\u7279\u5225\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u79c1\u305f\u3061\u306e\u88fd\u54c1\u306e\u6d88\u8cbb\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u79c1\u306f\u660e\u3089\u304b\u306b\u79c1\u305f\u3061\u306e\u88fd\u54c1\u306b\u3064\u3044\u3066\u3057\u304b\u8a71\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3057\u3001\u79c1\u305f\u3061\u306e\u88fd\u54c1\u4ee5\u5916\u306e\u3053\u3068\u306b\u3064\u3044\u3066\u3082\u8a71\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304c\u3001\u3044\u3044\u3048\u3001\u305d\u308c\u306f\u898b\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30fc\u30e4\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u305d\u308c\u3067\u306f\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305f\u3060\u660e\u78ba\u306b\u3057\u305f\u3044\u3053\u3068\u304c\u3042\u308a\u3001\u305d\u306e\u5f8c\u306b\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u30db\u30c3\u30af\u3001\u3042\u306a\u305f\u306e\u88fd\u54c1\u304c\u3001\u3053\u3053\u6570\u65e5\u5831\u9053\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u306a\u4e2d\u56fd\u306e\u898f\u5236\u306e\u5f71\u97ff\u3092\u76f4\u63a5\u307e\u305f\u306f\u9593\u63a5\u7684\u306b\u53d7\u3051\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u306f\u3063\u304d\u308a\u3055\u305b\u305f\u304b\u3063\u305f\u306e\u3067\u3059\u3002\u305d\u308c\u304b\u3089 Hock\u3001\u6210\u9577\u306b\u95a2\u3059\u308b\u8cea\u554f\u3092\u5225\u306e\u5f62\u3067\u884c\u3044\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u904e\u53bb\u306b Broadcom \u306e\u6301\u7d9a\u53ef\u80fd\u306a 1 \u6841\u53f0\u534a\u3070\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u8aac\u660e\u3055\u308c\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u6765\u5e74\u4ee5\u964d\u3092\u898b\u636e\u3048\u305f\u5834\u5408\u3001\u3053\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306f\u307e\u3060\u6709\u52b9\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u306f\u3001\u30a8\u30f3\u30c9 \u30de\u30fc\u30b1\u30c3\u30c8\u5225 (\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u3001\u4f01\u696d\u3001\u901a\u4fe1\u4e8b\u696d\u8005\u3001\u6d88\u8cbb\u8005) \u306b\u3001\u6982\u5ff5\u7684\u306b\u3069\u306e\u5e02\u5834\u304c\u5f53\u793e\u306e\u3053\u306e\u3088\u3046\u306a\u5e45\u5e83\u3044\u6210\u9577\u7387\u3088\u308a\u3082\u9ad8\u3044\u307e\u305f\u306f\u4f4e\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b?<\/p>\n

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

2\u3064\u76ee\u306e\u8cea\u554f\u306f\u975e\u5e38\u306b\u8208\u5473\u6df1\u3044\u3082\u306e\u3067\u3059\u304c\u30011\u3064\u76ee\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u3044\u3044\u3048\u3001\u79c1\u305f\u3061\u306f\u901a\u77e5\u3092\u53d7\u3051\u3066\u3044\u307e\u305b\u3093\u3002\u5148\u9031\u304b\u3089\u6570\u65e5\u306b\u304b\u3051\u3066\u767a\u751f\u3057\u305f\u4e2d\u56fd\u304b\u3089\u306e\u51fa\u8377\u5236\u9650\u306b\u95a2\u3059\u308b\u63aa\u7f6e\u306e\u5f71\u97ff\u306f\u3001\u5f53\u793e\u306e\u3069\u306e\u88fd\u54c1\u3082\u53d7\u3051\u3066\u3044\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u307e\u305f\u3001\u305d\u306e\u3088\u3046\u306a\u4e8b\u614b\u306b\u306a\u308b\u3053\u3068\u3082\u4e88\u60f3\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u3055\u3066\u3001\u3042\u306a\u305f\u306e\u304a\u3063\u3057\u3083\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u306f\u3001\u3042\u308b\u7a0b\u5ea6\u306e\u63a8\u6e2c\u304c\u5fc5\u8981\u3067\u3059\u304c\u3001\u305d\u308c\u4ee5\u4e0a\u306e\u3082\u306e\u304c\u3042\u308a\u307e\u3059\u3002\u79c1\u306f\u5e38\u3005\u3001\u534a\u5c0e\u4f53\u5206\u91ce\u306e\u9577\u671f\u7684\u306a\u6301\u7d9a\u53ef\u80fd\u306a\u9700\u8981\u306f\u3001\u4e00\u6841\u53f0\u534a\u3070\u306e\u8907\u5408\u6210\u9577\u7387\u30015\uff05\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u524d\u5f8c\u30016\uff05\u30015\uff05\u30016\uff05\u3068\u7533\u3057\u4e0a\u3052\u3066\u304d\u307e\u3057\u305f\u3002\u904e\u53bb12\u30ab\u6708\u306b\u8d77\u304d\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u4e0a\u306e\u50b2\u6162\u304c\u3069\u3046\u3067\u3042\u308c\u3001\u305d\u308c\u306f\u5e38\u306b\u305d\u3046\u3067\u3042\u308a\u3001\u3044\u305a\u308c\u306f\u305d\u306e\u6a19\u6e96\u306b\u623b\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u30015%\u306f\u9577\u671f\u7684\u306a\u6210\u9577\u7387\u3060\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u8907\u5229\u306e\u6210\u9577\u3092\u3044\u3064\u59cb\u3081\u308b\u304b\u306b\u3088\u3063\u3066\u5909\u308f\u3063\u3066\u304f\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u696d\u754c\u3067\u306f\u3001\u77ed\u671f\u7684\u306b\u898b\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u7686\u3053\u306e\u30b5\u30a4\u30af\u30eb\u3092\u7d4c\u9a13\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30a2\u30c3\u30d7\u30b5\u30a4\u30af\u30eb\u3067\u306f5\uff05\u4ee5\u4e0a\u3001\u30c0\u30a6\u30f3\u30b5\u30a4\u30af\u30eb\u3067\u306f\u3082\u3063\u3068\u4f4e\u3044\u5e73\u57475\uff05\u3068\u3044\u3046\u3053\u3068\u3082\u3042\u308a\u5f97\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3042\u306a\u305f\u304c\u304a\u3063\u3057\u3083\u308b\u3088\u3046\u306b\u3001\u3042\u308b\u6642\u70b9\u3067\u6a19\u6e96\u306b\u623b\u3089\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u79c1\u306f\u3001\u4eca\u5e74\u3067\u306f\u306a\u304f\u300122\u5e74\u306b\u305d\u3046\u306a\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u300222\u5e74\u306f\u6210\u9577\u7387\u304c\u9ad8\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u3055\u3066\u3001\u7b2c4\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u304c\u5b9f\u73fe\u3059\u308b\u3068\u4eee\u5b9a\u3057\u307e\u3059\u3002\u534a\u5c0e\u4f53\u306e\u6210\u9577\u7387\u306f\u524d\u5e74\u6bd425%\u7a0b\u5ea6\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u6a19\u6e96\u7684\u306a5%\u3088\u308a\u306f\u308b\u304b\u306b\u9ad8\u3044\u6570\u5b57\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3042\u308b\u6642\u70b9\u3067\u4e8b\u614b\u306f\u597d\u8ee2\u3057\u3001\u6a19\u6e96\u306b\u623b\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u4eca\u306f\u307e\u3060\u3001\u305d\u3053\u306b\u5230\u9054\u3059\u308b\u307e\u3067\u306b2\u30013\u5e74\u304b\u304b\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n

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

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

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

\u3053\u3093\u306b\u3061\u306f\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30024\u6708\u306b\u3001ASIC\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u30ab\u30b9\u30bf\u30e0\u30fb\u30eb\u30c3\u30af\u306b\u3064\u3044\u3066\u3001\u5b9f\u306b\u7d20\u6674\u3089\u3057\u3044\u8aac\u660e\u3092\u3055\u308c\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u904e\u53bb\u6570\u5e74\u9593\u3001\u5e74\u738720%\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u30027\u30015\u30013\u30ca\u30ce\u30e1\u30fc\u30bf\u30fc\u306770\u4ee5\u4e0a\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u304c\u3042\u308a\u307e\u3059\u306d\u3002\u3055\u3089\u306b\u3001Hock\u306f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30aa\u30d5\u30ed\u30fc\u30c9\u306e\u5206\u91ce\u3067\u3001GPU\u3084\u30d3\u30c7\u30aa\u30fb\u30c8\u30e9\u30f3\u30b9\u30b3\u30fc\u30c9\u306a\u3069\u3001\u975e\u5e38\u306b\u512a\u308c\u305f\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u306d\u3002\u3053\u306e\u30c1\u30fc\u30e0\u306f\u3001\u4eca\u5e74\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30aa\u30d5\u30ed\u30fc\u30c9ASIC\u306e\u58f2\u4e0a\u9ad8\u309220\u5104\u30c9\u30eb\u306b\u307e\u3067\u62e1\u5927\u3059\u308b\u898b\u8fbc\u307f\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3053\u308c\u3089\u306eASIC\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u9867\u5ba2\u306e\u5c06\u6765\u306e\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306b\u5bfe\u3059\u308b\u6226\u7565\u7684\u306a\u6027\u8cea\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u4f8b\u3048\u3070\u6765\u5e74\u3001\u30de\u30af\u30ed\u74b0\u5883\u304c\u60aa\u5316\u3057\u305f\u5834\u5408\u3001\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3088\u308a\u826f\u304f\u6301\u3061\u3053\u305f\u3048\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

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

\u6700\u521d\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3059\u308b\u3068\u3001\u306f\u3044\u3001\u4eca\u5e74\u306f20\u5104\u30c9\u30eb\u3092\u9054\u6210\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u305d\u306e\u3088\u3046\u306b\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3057\u3001\u305d\u3046\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u7279\u5b9a\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30aa\u30d5\u30ed\u30fc\u30c9\u304c\u91cd\u529b\u306b\u9006\u3089\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3068\u3044\u3046\u70b9\u306b\u95a2\u3057\u3066\u306f\u3001\u79c1\u306b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u672c\u5f53\u306b\u7b54\u3048\u3089\u308c\u306a\u3044\u3093\u3067\u3059\u3002<\/p>\n

\u79c1\u306f\u3001\u3053\u308c\u306f\u65b0\u8208\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308b\u3068\u4fe1\u3058\u305f\u3044\u306e\u3067\u3059\u3002\u65b0\u8208\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u3001\u3042\u308b\u7a0b\u5ea6\u306e\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30fb\u30de\u30b9\u306b\u9054\u3057\u305f\u3082\u306e\u306f\u3059\u3079\u3066\u305d\u3046\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306e\u5834\u5408\u306f\u3001\u304a\u305d\u3089\u304f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3088\u308a\u3082\u3046\u307e\u304f\u7acb\u3061\u56de\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u70b9\u3067\u306f\u3001\u3042\u306a\u305f\u306f\u9593\u9055\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306e\u5074\u306b\u3082\u3042\u308b\u7a0b\u5ea6\u306e\u63a8\u6e2c\u304c\u5fc5\u8981\u3067\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u300123\u5e74\u4ee5\u964d\u3082\u305d\u3046\u3060\u304b\u3089\u3067\u3059\u300223\u5e74\u300124\u5e74\u300125\u5e74\u3001\u6b21\u306e3\u5e74\u9593\u306f\u3001\u3082\u3063\u3068\u6301\u3061\u3053\u305f\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u306e\u7b54\u3048\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002<\/p>\n

23\u5e74\u306b\u3064\u3044\u3066\u306f\u3001\u78ba\u304b\u306b\u3001\u3088\u308a\u3088\u304f\u6301\u3061\u3053\u305f\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

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

\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002UBS\u306e\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30ad\u30e5\u30ea\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

Hock\u3055\u3093\u3001\u30bb\u30df\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u306e\u6570\u5b57\u3092\u66f4\u65b0\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u305b\u3093\u304b\uff1f\u524d\u56de\u306e\u96fb\u8a71\u3067\u306f250\u5104\u30c9\u30eb\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u53d7\u6ce8\u6b8b\u306e\u6570\u5b57\u3092\u66f4\u65b0\u3057\u3066\u3082\u3089\u3048\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u4e2d\u3067\u53d7\u6ce8\u6b8b\u306b\u52d5\u304d\u304c\u3042\u308a\u307e\u3057\u305f\u304b\uff1f\u304a\u305d\u3089\u304f\u5897\u3048\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u304a\u5ba2\u3055\u307e\u304c\u30ad\u30e3\u30f3\u30bb\u30eb\u3057\u305f\u308a\u3001\u64a4\u9000\u3057\u305f\u308a\u3059\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u304b? \u660e\u3089\u304b\u306b\u3001\u4e88\u7d04\u304c\u5165\u3063\u3066\u304d\u305f\u3053\u3068\u3067\u76f8\u6bba\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u306a\u6c17\u304c\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u53d7\u6ce8\u6b8b\u306e\u4e2d\u3067\u6d41\u52d5\u6027\u304c\u3042\u308b\u306e\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u6700\u521d\u306e2\u30013\u306e\u70b9\u3092\u660e\u78ba\u306b\u3059\u308b\u305f\u3081\u306b\u3001\u5f53\u793e\u306e\u53d7\u6ce8\u6b8b\u3068\u6761\u4ef6\u306f\u975e\u5e38\u306b\u660e\u78ba\u3067\u3059\u3002\u53d7\u6ce8\u6b8b\u306e\u30ad\u30e3\u30f3\u30bb\u30eb\u306f\u8a8d\u3081\u3066\u3044\u307e\u305b\u3093\u30022\u3064\u76ee\u306e\u8cea\u554f\u306b\u5bfe\u3057\u3066\u306f\u3001\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u521d\u306e\u8cea\u554f\u306b\u3064\u3044\u3066\u306f\u3001\u53d7\u6ce8\u6b8b\u306e\u7a4d\u307f\u5897\u3057\u306b\u3088\u308a\u3001\u58f2\u4e0a\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u5897\u52a0\u3057\u7d9a\u3051\u3066\u3044\u308b\u3053\u3068\u306b\u3054\u7559\u610f\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u524d\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u7b2c3\u56db\u534a\u671f\u672b\u306e\u53d7\u6ce8\u6b8b\u306f310\u5104\u30c9\u30eb\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u307e\u3060\u4e88\u7d04\u7387\u3092\u4e0b\u56de\u308b\u51fa\u8377\u3092\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u305d\u308c\u3067\u306f\u3001\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30c8\u30a5\u30eb\u30fc\u30a4\u30b9\u30c8\u8a3c\u5238\u306e\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30b9\u30bf\u30a4\u30f3\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30b9\u30bf\u30a4\u30f3 — Truist Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Hock\u3001\u6642\u3005\u5fd8\u308c\u3066\u3057\u307e\u3046\u306e\u3067\u3059\u304c\u3001\u6b74\u53f2\u7684\u306b\u898b\u308b\u3068\u3001\u5c11\u306a\u304f\u3068\u3082\u30d1\u30fc\u30c4\u5358\u4f4d\u3067\u306fASP\u304c\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3088\u3046\u306a\u696d\u754c\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e1\u5e74\u534a\u307b\u3069\u3067\u3001\u30df\u30c3\u30af\u30b9\u306f\u5927\u304d\u304f\u5909\u5316\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u50be\u5411\u306f\u4eca\u5f8c\u3082\u7d9a\u304f\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u5143\u306b\u623b\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u305d\u308c\u304c\u30de\u30fc\u30b8\u30f3\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u534a\u5c0e\u4f53\u4e8b\u696d\u3067\u306f\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u8ca2\u732e\u3092\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u4fa1\u683c\u8a2d\u5b9a\u3082\u305d\u306e\u4e00\u7aef\u3092\u62c5\u3063\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u5b9f\u306f\u3001\u305d\u3046\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4ee5\u524d\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u305d\u306e\u3088\u3046\u306b\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u79c1\u306b\u3068\u3063\u3066\u306f\u4fa1\u5024\u306e\u3042\u308b\u3053\u3068\u306a\u306e\u3067\u3059\u3002\u904e\u53bb12\u30f5\u6708\u9593\u306b\u5024\u4e0a\u3052\u3092\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u306e\u306f\u3001\u660e\u3089\u304b\u306b\u6750\u6599\u8cbb\u304c\u4e0a\u304c\u3063\u305f\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u7d76\u5bfe\u984d\u3067\u306f\u306a\u304f\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u306e\u8a71\u3067\u3059\u304c\u3001\u6750\u6599\u8cbb\u3001\u3064\u307e\u308a\u58f2\u4e0a\u539f\u4fa1\u304c10%\u4e0a\u304c\u308c\u3070\u300110%\u4ee5\u4e0a\u306e\u5024\u4e0a\u3052\u3067\u30de\u30fc\u30b8\u30f3\u304c\u5e0c\u8584\u5316\u3059\u308b\u3053\u3068\u3092\u9632\u3052\u307e\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u7c97\u5229\u7387\u3092\u30cb\u30e5\u30fc\u30c8\u30e9\u30eb\u306b\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5024\u4e0a\u3052\u304c\u30de\u30fc\u30b8\u30f3\u306e\u6539\u5584\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306f\u975e\u5e38\u306b\u5c0f\u3055\u3044\u3068\u8a00\u3048\u307e\u3059\u3002\u524d\u56de\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u5f53\u793e\u306e\u30de\u30fc\u30b8\u30f3\u3092\u52a0\u901f\u30fb\u5411\u4e0a\u3055\u305b\u3066\u3044\u308b\u306e\u306f\u3001\u3053\u3053\u6570\u5e74\u3001\u7279\u306b\u3053\u30531\u5e74\u534a\u306e\u9593\u306b\u3001\u7279\u306b\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3084\u30af\u30e9\u30a6\u30c9\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u3068\u3044\u3063\u305f\u5206\u91ce\u3067\u306e\u652f\u51fa\u304c\u3042\u308b\u7a0b\u5ea6\u6291\u5236\u3055\u308c\u3066\u3044\u308b\u74b0\u5883\u306b\u304a\u3044\u3066\u3001\u65b0\u3057\u3044\u6b21\u4e16\u4ee3\u306e\u88fd\u54c1\u3084\u6280\u8853\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u4ee5\u524d\u306b\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u5f53\u793e\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3092\u5e38\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3053\u306e\u534a\u5c0e\u4f53\u30b5\u30a4\u30af\u30eb\u306e\u57fa\u672c\u4e2d\u306e\u57fa\u672c\u3067\u3059\u3002\u65b0\u4e16\u4ee3\u306e\u88fd\u54c1\u306f\u7c97\u5229\u76ca\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001\u62e1\u5927\u3055\u305b\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u63a1\u7528\u304c\u52a0\u901f\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u7c97\u5229\u76ca\u7387\u304c\u62e1\u5927\u3057\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4fa1\u683c\u4e0a\u6607\u305d\u306e\u3082\u306e\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30a2\u30fc\u30ed\u30f3\u30fb\u30ec\u30a4\u30ab\u30fc\u30ba\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30ec\u30a4\u30ab\u30fc\u30ba\u3055\u3093<\/p>\n

\u30ec\u30a4\u30ab\u30fc\u30ba\u3055\u3093 \u3054\u8cea\u554f\u304c\u3042\u308c\u3070\u3069\u3046\u305e<\/p>\n

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

\u3048\u3048\u3001\u305d\u3046\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u308c\u3066\u611f\u8b1d\u3057\u307e\u3059\u3002\u30ef\u30a4\u30e4\u30ec\u30b9\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n

\u524d\u56db\u534a\u671f\u306f\u5805\u8abf\u306a\u696d\u7e3e\u3067\u3057\u305f\u306d\u3002\u4eca\u671f\u306f\u9023\u7d9a20%\u306e\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u904e\u53bb\u6570\u5e74\u9593\u3092\u632f\u308a\u8fd4\u3063\u3066\u307f\u308b\u3068\u3001\u5b9f\u306f\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u904e\u53bb\u6570\u5e74\u3092\u632f\u308a\u8fd4\u3063\u3066\u307f\u308b\u3068\u3001\u5b9f\u306f20%\u306e\u9806\u6b21\u6210\u9577\u7387\u3092\u3057\u3063\u304b\u308a\u3068\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u9700\u8981\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u6b21\u4e16\u4ee3\u306e\u88fd\u54c1\u30b5\u30a4\u30af\u30eb\u3092\u898b\u636e\u3048\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u62e1\u5145\u306e\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30ef\u30a4\u30e4\u30ec\u30b9\u30fb\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u7b2c3\u56db\u534a\u671f\u3084\u7b2c4\u56db\u534a\u671f\u306a\u3069\u3001\u7279\u5b9a\u306e3\u30ab\u6708\u9593\u3092\u5207\u308a\u53d6\u3063\u3066\u524d\u5e74\u540c\u671f\u3068\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001\u3059\u3079\u3066\u306e\u9762\u3067\u307e\u3063\u305f\u304f\u540c\u3058\u306b\u306a\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3064\u307e\u308a\u3001\u6b63\u898f\u5316\u3055\u308c\u306a\u3044\u306e\u3067\u3059\u3002\u3060\u304b\u3089\u300120\uff05\u304b\u3082\u3057\u308c\u306a\u3044\u3057\u300125\uff05\u304b\u3082\u3057\u308c\u306a\u3044\u3002<\/p>\n

25%\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u300230\uff05\u306e\u5909\u5316\u3082\u3042\u308a\u5f97\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u88fd\u54c1\u51fa\u8377\u304c2\u9031\u9593\u307b\u3069\u305a\u308c\u308b\u3060\u3051\u3067\u3001\u3053\u306e\u3088\u3046\u306a\u5927\u304d\u306a\u9055\u3044\u304c\u751f\u3058\u308b\u304b\u3089\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u30012\u5e74\u524d\u30841\u5e74\u524d\u306e\u540c\u3058\u6642\u671f\u306b\u306f30\uff05\u8fd1\u304f\u3042\u3063\u305f\u304b\u3082\u3057\u308c\u306a\u3044\u306e\u306b\u300120\uff05\u3068\u3044\u3046\u306e\u306f\u3001\u3042\u307e\u308a\u6df1\u304f\u8003\u3048\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u5909\u308f\u308b\u3082\u306e\u306a\u306e\u3067\u3059\u3002\u305f\u3060\u3001\u5168\u4f53\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u3067\u8a00\u3048\u3070\u30011\u5e74\u524d\u3068\u5287\u7684\u306b\u9055\u3046\u53f0\u6570\u306f\u305d\u3093\u306a\u306b\u306a\u3044\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u672c\u5f53\u306b\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u5897\u3048\u308b\u304b\u3089\u3053\u305d\u3001\u524d\u5e74\u6bd4\u306e\u30ea\u30d5\u30c8\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u5897\u52a0\u3057\u305f\u5834\u5408\u3067\u3082\u30013\u30f6\u6708\u9593\u306e\u3069\u306e\u671f\u9593\u3068\u6bd4\u8f03\u3057\u3066\u3082\u3001\u3053\u306e\u6570\u30f6\u6708\u9593\u3067\u306a\u304f\u3066\u3082\u3001\u3044\u304f\u3064\u304b\u306e\u6570\u91cf\u304c\u524d\u65b9\u306b\u30b7\u30d5\u30c8\u3057\u3066\u3044\u308b\u53ef\u80fd\u6027\u306f\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3067\u3082\u3001\u3060\u3044\u305f\u3044\u306e\u76ee\u5b89\u306b\u306f\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002Piper Sandler\u306eHarsh Kumar\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Harsh Kumar — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u307e\u305a\u6700\u521d\u306b\u3001\u3053\u306e\u3088\u3046\u306a\u6fc0\u52d5\u306e\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u975e\u5e38\u306b\u826f\u3044\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u975e\u5e38\u306b\u826f\u3044\u7d50\u679c\u3092\u5831\u544a\u3057\u3066\u3044\u305f\u3060\u304d\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Hock\u3001\u7c21\u5358\u306a\u8cea\u554f\u3092\u3057\u3066\u304b\u3089\u3001\u672c\u984c\u306b\u5165\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u4e2d\u56fd\u304b\u3089\u591a\u304f\u306e\u61f8\u5ff5\u3059\u3079\u304d\u30cb\u30e5\u30fc\u30b9\u304c\u5404\u793e\u304b\u3089\u5831\u9053\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305a\u3001\u4e2d\u56fd\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306f\u3069\u306e\u7a0b\u5ea6\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u304b\u3089\u3001\u79c1\u306e\u4e3b\u306a\u8cea\u554f\u306f\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u306e\u8cea\u554f\u3067\u3059\u3002\u58f2\u4e0a\u9ad8\u306b\u3064\u3044\u3066\u8cea\u554f\u3055\u308c\u305f\u65b9\u304c\u3044\u3089\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u79c1\u306f\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u7c97\u5229\u7387\u304c90\uff05\u3068\u3044\u3046\u306e\u306f\u666e\u901a\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u534a\u5c0e\u4f53\u306e\u7c97\u5229\u7387\u304c72\uff05\u3068\u3044\u3046\u306e\u306f\u3001\u6b63\u76f4\u8a00\u3063\u3066\u4ed6\u306e\u4f01\u696d\u3068\u6bd4\u3079\u3066\u7570\u5e38\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

70%\u53f0\u306e\u534a\u5c0e\u4f53\u4e8b\u696d\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u3053\u306e\u4e8b\u696d\u3092\u9577\u671f\u7684\u306b\u7dad\u6301\u3059\u308b\u539f\u52d5\u529b\u306f\u4f55\u3060\u3068\u601d\u3044\u307e\u3059\u304b?<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3082\u3046\u5c11\u3057\u8907\u96d1\u306a\u306e\u3067\u3001\u307e\u305a2\u756a\u76ee\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u3046\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3068\u3053\u308d\u3067\u3001\u5f53\u793e\u306e\u534a\u5c0e\u4f53\u7c97\u5229\u7387\u306f\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u62e1\u5927\u3092\u7d9a\u3051\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u3054\u5b58\u77e5\u306e\u901a\u308a\u3001\u30b0\u30ed\u30b9\u30de\u30fc\u30b8\u30f3\u306f\u62e1\u5927\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u30025\u5e74\u524d\u3092\u632f\u308a\u8fd4\u308b\u3068\u3001\u7c97\u5229\u7387\u306f60\uff05–60\uff05\u53f0\u534a\u3070\u304b60\uff05\u53f0\u524d\u534a\u3067\u3057\u305f\u3002\u73fe\u5728\u3067\u306f70\uff05\u3092\u8d85\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u7d14\u306b\u3001\u534a\u5c0e\u4f53\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d3\u30b8\u30cd\u30b9\u306e\u3059\u3070\u3089\u3057\u3055\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u307f\u305a\u307b\u306e\u30f4\u30a3\u30b8\u30a7\u30a4\u30fb\u30e9\u30b1\u30c3\u30b7\u30e5\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Vijay Rakesh — Mizuho Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001Hock\u3055\u3093\u3002\u3053\u3053\u3067\u307e\u305f2\u3064\u3060\u3051\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u3059\u307f\u307e\u305b\u3093\u3002<\/p>\n

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\u5177\u4f53\u7684\u306b\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307b\u3068\u3093\u3069\u306e\u627f\u8a8d\u304c\u5f97\u3089\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u627f\u8a8d\u5f85\u3061\u306e\u72b6\u6cc1\u3082\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u534a\u5c0e\u4f53\u306e\u4e2d\u306e\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u53ce\u76ca\u306e\u7d0423% — 25%\u5f31\u300120%\u304b\u308925%\u306e\u9593\u3068\u3044\u3046\u306e\u304c\u6700\u3082\u9069\u5207\u306a\u8868\u73fe\u3067\u3059\u3002\u305d\u3057\u3066\u6b8b\u308a\u306e75%\u304b\u308980%\u306f\u3001\u79c1\u305f\u3061\u304c\u4f1d\u7d71\u7684\u4f01\u696d\u3068\u547c\u3076\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3068\u3001\u79c1\u305f\u3061\u304c\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u547c\u3076\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u4f01\u696d\u3084\u901a\u4fe1\u4e8b\u696d\u8005\u306b\u95a2\u9023\u3057\u305f\u30b0\u30eb\u30fc\u30d7\u3068\u3067\u3001\u307b\u307c\u5747\u7b49\u306b\u5206\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u5f93\u6765\u578b\u306e\u4f01\u696d\u3068\u901a\u4fe1\u4e8b\u696d\u8005\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u9593\u3067\u3001\u5747\u7b49\u306b\u5206\u304b\u308c\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u306f20%\u304b\u308925%\u3067\u3059\u3002<\/p>\n

VMware\u3092\u901a\u3058\u305f\u898f\u5236\u5f53\u5c40\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u73fe\u5728\u3001\u3044\u304f\u3064\u304b\u306e\u7ba1\u8f44\u533a\u57df\u306b\u307e\u305f\u304c\u3063\u3066\u8003\u3048\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u3053\u306e\u6848\u4ef6\u306f23\u5e74\u5ea6\u4e2d\u306b\u5b8c\u4e86\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u53f8\u4f1a<\/p>\n

\u3067\u306f\u3001\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30b8\u30e7\u30bb\u30d5\u30fb\u30e0\u30fc\u30a2\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c50\u9031\u9593\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u4eca\u5f8c12\u30f6\u6708\u9593\u306e\u76ee\u6a19\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3092\u77ed\u7e2e\u3057\u305f\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u57fa\u677f\u306a\u3069\u306e\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u5fc5\u8981\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

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

\u3069\u3046\u3067\u3057\u3087\u3046\u3002\u305d\u3053\u307e\u3067\u6df1\u304f\u8003\u3048\u305f\u3053\u3068\u306f\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u305d\u3046\u3067\u3059\u306d\u3002\u7387\u76f4\u306b\u8a00\u3063\u3066\u300150\u9031\u3068\u3044\u3046\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u3001\u79c1\u305f\u3061\u306b\u5927\u304d\u306a\u8996\u754c\u3092\u4e0e\u3048\u3066\u304f\u308c\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5f7c\u3089\u306e\u9700\u8981\u30921\u5e74\u5f8c\u306b\u4e01\u5be7\u306b\u3001\u512a\u3057\u304f\u62bc\u3057\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u898b\u901a\u3057\u304c\u3088\u304f\u306a\u308b\u3093\u3067\u3059\u3002\u4e00\u65b9\u3001\u73fe\u5728\u304b\u308950\u9031\u9593\u5f8c\u307e\u3067\u306e\u9593\u306b\u3001\u79c1\u305f\u3061\u306f\u304a\u4e92\u3044\u306b\u81ea\u5206\u306e\u7acb\u3061\u4f4d\u7f6e\u3092\u77e5\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u73fe\u5728\u306e\u7acb\u3061\u4f4d\u7f6e\u3082\u308f\u304b\u3063\u3066\u3044\u308b\u306e\u3067\u3001\u975e\u5e38\u306b\u3088\u3044\u8996\u8a8d\u6027\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u305d\u308c\u3067\u306f\u3001\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238\u306e\u91dd \u5229\u4e5f\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u91dd \u5229\u54c9 — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4f9b\u7d66\u9762\u306b\u3064\u3044\u3066\u3001Joe\u3055\u3093\u306e\u8cea\u554f\u306e\u30d5\u30a9\u30ed\u30fc\u3092\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002Hock\u3001\u904e\u53bb\u6570\u56db\u534a\u671f\u306b\u8a18\u9332\u3057\u305f\u9023\u7d9a\u7684\u306a\u53ce\u76ca\u306e\u4f38\u3073\u3068\u300110\u6708\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u57fa\u3065\u3051\u3070\u3001\u4f9b\u7d66\u304c\u5f15\u304d\u7d9a\u304d\u53ce\u76ca\u306e\u4f38\u3073\u3092\u6c7a\u5b9a\u3059\u308b\u4e3b\u306a\u8981\u56e0\u3067\u3042\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002<\/p>\n

\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3084\u4e3b\u8981\u57fa\u677f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u306e\u6307\u6458\u306b\u57fa\u3065\u3044\u3066\u3001\u30e2\u30c7\u30ea\u30f3\u30b0\u306e\u89b3\u70b9\u304b\u3089\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u4e00\u6841\u53f0\u534a\u3070\u306e\u6210\u9577\u304c\u7d9a\u304f\u3068\u4e88\u60f3\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u4ed6\u306e\u6700\u7d42\u5e02\u5834\u304c\u7de9\u548c\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u6210\u9577\u7387\u304c\u52a0\u901f\u3059\u308b\u3088\u3046\u306a\u5c40\u9762\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30db\u30c3\u30af\u30fb\u30bf\u30f3 — \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u308c\u306f\u975e\u5e38\u306b\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u3067\u306f\u3001\u305d\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3057\u307e\u3057\u3087\u3046\u3002\u79c1\u305f\u3061\u306f\u3044\u3064\u3082\u8a00\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u3053\u308c\u304b\u3089\u3082\u8a00\u3044\u7d9a\u3051\u307e\u3059\u304c\u3001\u53ce\u76ca\u3092\u5236\u7d04\u3059\u308b\u306e\u306f\u5b9f\u969b\u306b\u306f\u4f9b\u7d66\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u304a\u5ba2\u69d8\u304c\u672c\u5f53\u306b\u6d88\u8cbb\u3059\u308b\u5fc5\u8981\u306e\u3042\u308b\u3082\u306e\u306b\u3067\u304d\u308b\u3060\u3051\u8fd1\u3065\u3044\u3066\u3044\u3053\u3046\u3068\u3001\u30b9\u30af\u30e9\u30c3\u30d7\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u308c\u306b\u5f93\u3063\u3066\u51fa\u8377\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u57fa\u672c\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3068\u3001\u4f9b\u7d66\u306f\u771f\u306e\u5236\u7d04\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u306f\u9700\u8981\u3067\u3042\u308a\u3001\u672c\u5f53\u306e\u9700\u8981\u306a\u306e\u3067\u3059\u3002<\/p>\n

10\u6708\u7b2c4\u56db\u534a\u671f\u306f8.4\u30018.5\u304b\u30898.9\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u5317\u7c73\u306e\u643a\u5e2f\u96fb\u8a71\u30e1\u30fc\u30ab\u30fc\u306e\u5b63\u7bc0\u7684\u5909\u52d5\u306b\u3088\u308b\u3068\u3053\u308d\u304c\u5927\u304d\u3044\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u5317\u7c73\u306e\u643a\u5e2f\u96fb\u8a71\u30e1\u30fc\u30ab\u30fc\u306e\u5b63\u7bc0\u7684\u306a\u5897\u52a0\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u88fd\u54c1\u306e\u6700\u7d42\u6d88\u8cbb\u306b\u5bfe\u3057\u3066\u975e\u5e38\u306b\u30bf\u30a4\u30c8\u3067\u3042\u308a\u3001\u4f9b\u7d66\u304c\u3059\u3079\u3066\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u3053\u306e4\u30015\u56db\u534a\u671f\u306f\u305d\u3046\u8a00\u3063\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u4eca\u3082\u540c\u3058\u3088\u3046\u306a\u884c\u52d5\u69d8\u5f0f\u3092\u3068\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u53f8\u4f1a<\/p>\n

\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002New Street Research\u306ePierre Ferragu\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d4\u30a8\u30fc\u30eb\u30fb\u30d5\u30a7\u30e9\u30fc\u30b0 — \u30cb\u30e5\u30fc\u30fb\u30b9\u30c8\u30ea\u30fc\u30c8\u30fb\u30ea\u30b5\u30fc\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002Hock\u3055\u3093\u3001\u3042\u306a\u305f\u306e\u6e96\u5099\u3055\u308c\u305f\u767a\u8a00\u306e\u4e2d\u3067\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u6700\u521d\u306e\u30b3\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u88fd\u54c1\u306b\u3064\u3044\u3066\u8a00\u53ca\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u305d\u3053\u3067\u3001\u3053\u306e\u70b9\u306b\u95a2\u3059\u308b\u72b6\u6cc1\u3092\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305a\u3001\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u3001\u30b3\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u578b\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u306e\u88fd\u54c1\u3068\u3001\u901a\u5e38\u306e\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u3092\u4f7f\u7528\u3057\u305f\u5f93\u6765\u306e\u88fd\u54c1\u3092\u4e26\u884c\u3057\u3066\u63d0\u4f9b\u3057\u3066\u3044\u304f\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u5e02\u5834\u5c0e\u5165\u306e\u89b3\u70b9\u304b\u3089\u3001\u4eca\u5f8c3\u30014\u30015\u5e74\u306e\u9593\u306b\u30b3\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u304c\u3069\u306e\u7a0b\u5ea6\u306e\u6750\u6599\u306b\u306a\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u7279\u5b9a\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3067\u6bb5\u968e\u7684\u306b\u63a1\u7528\u3055\u308c\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u7279\u5b9a\u306e\u5e2f\u57df\u5e45\u3067\u30db\u30c3\u30b1\u30fc\u30b9\u30c6\u30a3\u30c3\u30af\u306e\u3088\u3046\u306b\u63a1\u7528\u3055\u308c\u3001\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u304c\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u3088\u308a\u3082\u610f\u5473\u3092\u6301\u3064\u3088\u3046\u306b\u306a\u308b\u306e\u304b\u3001\u305d\u306e\u3042\u305f\u308a\u306b\u3064\u3044\u3066\u3082\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

OK\u3002\u3082\u3046\u4e00\u5ea6\u6574\u7406\u3057\u3066\u307f\u307e\u3059\u3002\u57fa\u672c\u7684\u306b\u3001\u3054\u8cea\u554f\u306e\u5185\u5bb9\u306f\u3001\u3069\u306e\u3088\u3046\u306b — \u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u306e\u88fd\u54c1\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u306b\u304a\u3044\u3066\u3001\u7279\u306b\u534a\u5c0e\u4f53\u306e\u65b0\u4e16\u4ee3\u88fd\u54c1\u3092\u5e38\u306b\u767a\u8868\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u81ea\u5206\u3067\u8a00\u3046\u306e\u3082\u306a\u3093\u3067\u3059\u304c\u3001\u3053\u308c\u3089\u306f\u3068\u3066\u3082\u30af\u30fc\u30eb\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u63a1\u7528\u306f\u79c1\u305f\u3061\u304c\u671b\u3080\u307b\u3069\u306b\u306f\u65e9\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u304c\u8003\u3048\u3066\u3044\u308b\u3088\u308a\u305a\u3063\u3068\u9045\u3044\u306e\u3067\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u88fd\u54c1\u3067\u3042\u308bTomahawks\u306e\u5834\u5408\u3001\u3053\u308c\u306f\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u88fd\u54c1\u3067\u3059\u3002\u79c1\u306f\u3001\u73fe\u5728\u306e\u4e16\u4ee3\u306e\u524d\u306e\u4e16\u4ee3\u3067\u3042\u308b\u30c8\u30de\u30db\u30fc\u30af1\u30012\u3001\u30c8\u30de\u30db\u30fc\u30af3\u3092\u307e\u3060\u8ca9\u58f2\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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Ji Yoo — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53<\/p>\n

\u30b7\u30a7\u30ea\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Broadcom \u306f\u73fe\u5728\u30012022 \u5e74 12 \u6708 8 \u65e5 (\u6728) \u306e\u5e02\u5834\u7d42\u4e86\u5f8c\u306b\u300122 \u5e74\u5ea6\u7b2c 4 \u56db\u534a\u671f\u306e\u53ce\u76ca\u3092\u5831\u544a\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002Broadcom \u306e\u53ce\u76ca\u306b\u95a2\u3059\u308b\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9 \u30b3\u30fc\u30eb\u306e\u30d1\u30d6\u30ea\u30c3\u30af \u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u306f\u3001\u592a\u5e73\u6d0b\u5cb8\u6642\u9593\u306e\u5348\u5f8c 2 \u6642\u306b\u884c\u308f\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

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 <\/p>\n

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

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u534a\u5c0e\u4f53\u9700\u8981\u306e\u843d\u3061\u8fbc\u307f\u4e88\u60f3\u304b\u3089\u306e\u7dcf\u60b2\u89b3\u306e\u30bb\u30af\u30bf\u30fc\u3067\u3059\u304c\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)\u306f\u597d\u6c7a\u7b97\u3067\u9700\u8981\u843d\u3061\u8fbc\u307f\u3092\u56de\u907f\u3067\u304d\u308b\u3068\u306e\u898b\u901a\u3057\u3068\u306e\u4e8b\u3067\u682a\u4fa1\u3082\u4e0a\u6607\u3067\u3059 … <\/p>\n","protected":false},"author":1,"featured_media":933,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[456,455,255,83],"class_list":{"0":"post-2021","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-avgo","9":"tag-455","10":"tag-255","11":"tag-83"},"yoast_head":"\n\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a – \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO)2022 \u5e74\u7b2c 3 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