{"id":2251,"date":"2022-12-12T21:15:46","date_gmt":"2022-12-12T12:15:46","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2251"},"modified":"2022-12-12T21:15:46","modified_gmt":"2022-12-12T12:15:46","slug":"%e3%83%96%e3%83%ad%e3%83%bc%e3%83%89%e3%82%b3%e3%83%a0-avgo2022-%e5%b9%b4%e7%ac%ac-4-%e5%9b%9b%e5%8d%8a%e6%9c%9f%e3%81%ae%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=2251","title":{"rendered":"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 (AVGO)2022 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 (AVGO)2022 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u597d\u6c7a\u7b97\u3067\u826f\u3044\u611f\u3058\u3067\u3059\u306d\u3002\u4eca\u5f8c\u306eCPI\u6b21\u7b2c\u3067\u306f\u3042\u308a\u307e\u3059\u304c\u524d\u56de\u306e\u9ad8\u5024\u3092\u8d85\u3048\u3066\u3044\u304f\u3053\u3068\u3092\u671f\u5f85\u3057\u305f\u3044\u3067\u3059\u306d\u3002<\/p>\n

\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306f\u9700\u8981\u306f\u826f\u3044\u3088\u3046\u306a\u306e\u3067\u305d\u306e\u3042\u305f\u308a\u3092\u6ce8\u76ee\u3057\u3066\u3044\u304d\u305f\u3044\u3067\u3059\u3002<\/p>\n

\"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0

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

\u524d\u56de\u306e2022 \u5e74\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 (AVGO)2022 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\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
\nC.J. Muse — Evercore ISI — Analyst
\nRoss Seymore — Deutsche Bank — Analyst
\nStacy Rasgon — Bernstein Research — Analyst
\nHarlan Sur — J.P. Morgan — Analyst
\nTimothy Arcuri — UBS — Analyst
\nVivek Arya — Bank of America Merrill Lynch — Analyst
\nJoseph Moore — Morgan Stanley — Analyst
\nWilliam Stein — Truist Securities — Analyst
\nMatt Ramsay — Cowen and Company — Analyst
\nAaron Rakers — Wells Fargo Securities — Analyst
\nToshiya Hari — Goldman Sachs — Analyst
\nChristopher Rolland — Susquehanna International Group — Analyst
\nEdward Snyder — Charter Equity Research — Analyst
\nPierre Ferragu — New Street Research — Analyst
\nMore AVGO analysis<\/p>\n

2022\u5e7412\u67088\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n

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

Broadcom Inc. \u306e\u7b2c 4 \u56db\u534a\u671f\u304a\u3088\u3073 2022 \u5e74\u4f1a\u8a08\u5e74\u5ea6\u306e\u6c7a\u7b97\u306b\u95a2\u3059\u308b\u96fb\u8a71\u4f1a\u8b70\u306b\u3088\u3046\u3053\u305d\u3002\u3053\u306e\u6642\u70b9\u3067\u3001\u958b\u4f1a\u306e\u6328\u62f6\u3068\u81ea\u5df1\u7d39\u4ecb\u306e\u305f\u3081\u306b\u3001Broadcom Inc.\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u8cac\u4efb\u8005\u3067\u3042\u308b Ji Yoo \u306b\u901a\u8a71\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u30b7\u30a7\u30ea\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u307f\u306a\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u672c\u65e5\u306e\u30b3\u30fc\u30eb\u306b\u306f\u3001\u793e\u9577\u517c CEO \u306e Hock Tan\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e Kirsten Spears\u3001\u305d\u3057\u3066\u534a\u5c0e\u4f53\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3 \u30b0\u30eb\u30fc\u30d7\u793e\u9577\u306e Charlie Kawwas \u304c\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001\u5e02\u5834\u7d42\u4e86\u5f8c\u306b\u30d7\u30ec\u30b9 \u30ea\u30ea\u30fc\u30b9\u3068\u8ca1\u52d9\u8868\u3092\u914d\u5e03\u3057\u3001\u7b2c 4 \u56db\u534a\u671f\u304a\u3088\u3073 2022 \u5e74\u4f1a\u8a08\u5e74\u5ea6\u306e\u696d\u7e3e\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30b3\u30d4\u30fc\u3092\u53d7\u3051\u53d6\u3063\u3066\u3044\u306a\u3044\u65b9\u306f\u3001Broadcom \u306e Web \u30b5\u30a4\u30c8 broadcom.com \u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u60c5\u5831\u3092\u5165\u624b\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9 \u30b3\u30fc\u30eb\u306f\u30a6\u30a7\u30d6\u3067\u30e9\u30a4\u30d6\u914d\u4fe1\u3055\u308c\u3066\u304a\u308a\u3001\u97f3\u58f0\u306b\u3088\u308b\u518d\u751f\u306f Broadcom \u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30bb\u30af\u30b7\u30e7\u30f3\u304b\u3089 1 \u5e74\u9593\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u3067\u3059\u3002\u6e96\u5099\u3055\u308c\u305f\u30b3\u30e1\u30f3\u30c8\u306e\u4e2d\u3067\u3001Hock \u3068 Kirsten \u306f\u3001\u5f53\u793e\u306e\u7b2c 4 \u56db\u534a\u671f\u304a\u3088\u3073 2022 \u4f1a\u8a08\u5e74\u5ea6\u306e\u696d\u7e3e\u306e\u8a73\u7d30\u3001\u7b2c 1 \u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u304a\u3088\u3073\u4e8b\u696d\u74b0\u5883\u306b\u95a2\u3059\u308b\u30b3\u30e1\u30f3\u30c8\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u6e96\u5099\u3057\u305f\u30b3\u30e1\u30f3\u30c8\u306e\u7d42\u4e86\u5f8c\u3001\u8cea\u554f\u3092\u53d7\u3051\u4ed8\u3051\u307e\u3059\u3002<\/p>\n

\u5b9f\u969b\u306e\u7d50\u679c\u304c\u3053\u306e\u901a\u8a71\u3067\u884c\u308f\u308c\u305f\u5c06\u6765\u4e88\u6e2c\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u539f\u56e0\u3068\u306a\u308b\u7279\u5b9a\u306e\u30ea\u30b9\u30af\u8981\u56e0\u306b\u3064\u3044\u3066\u306f\u3001\u672c\u65e5\u306e\u30d7\u30ec\u30b9 \u30ea\u30ea\u30fc\u30b9\u304a\u3088\u3073 SEC \u3078\u306e\u6700\u8fd1\u306e\u63d0\u51fa\u7269\u3092\u53c2\u7167\u3057\u3066\u304f\u3060\u3055\u3044\u3002Broadcom \u306f\u3001U.S. GAAP \u306b\u52a0\u3048\u3066\u3001\u7279\u5b9a\u306e\u8ca1\u52d9\u6307\u6a19\u3092\u975e GAAP \u30d9\u30fc\u30b9\u3067\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002GAAP \u6307\u6a19\u3068\u975e GAAP \u6307\u6a19\u306e\u8abf\u6574\u8868\u306f\u3001\u672c\u65e5\u306e\u30d7\u30ec\u30b9 \u30ea\u30ea\u30fc\u30b9\u306b\u6dfb\u4ed8\u3055\u308c\u305f\u8868\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001\u4e3b\u306b\u975e GAAP \u65b9\u5f0f\u306e\u7d50\u679c\u306b\u3064\u3044\u3066\u8a00\u53ca\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30db\u30c3\u30af\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\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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Broadcom \u3068 VMware \u306e\u7d71\u5408\u306f\u3001\u3053\u306e\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u6642\u4ee3\u306b\u304a\u3051\u308b\u6700\u3082\u8907\u96d1\u306a\u6280\u8853\u7684\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u304c\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u52a0\u901f\u3057\u3001\u9078\u629e\u80a2\u3092\u62e1\u5927\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u898f\u5236\u5f53\u5c40\u304c\u5be9\u67fb\u3092\u7d42\u4e86\u3059\u308b\u969b\u306b\u306f\u3001\u3053\u306e\u3053\u3068\u3092\u7406\u89e3\u3057\u3066\u3082\u3089\u3048\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001Kirsten\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002<\/p>\n

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\u3053\u306e\u55b6\u696d\u5229\u76ca\u7387\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30ed\u30c0\u30af\u30c8\u30df\u30c3\u30af\u30b9\u306e\u5909\u5316\u306b\u3088\u308a\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u7b2c4\u56db\u534a\u671f\u304b\u3089\u7d04100\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u4f4e\u4e0b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3001\u307e\u305f\u8907\u6570\u306e\u91cd\u8981\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u305f\u3081\u306b\u30a8\u30f3\u30b8\u30cb\u30a2\u306e\u63a1\u7528\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u7814\u7a76\u958b\u767a\u8cbb\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u5897\u52a0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u6307\u6458\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u30022022\u5e74\u5ea6\u306e\u696d\u7e3e\u3092\u632f\u308a\u8fd4\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u58f2\u4e0a\u9ad8\u306f\u904e\u53bb\u6700\u9ad8\u306e332\u5104\u30c9\u30eb\u3092\u8a18\u9332\u3057\u3001\u524d\u5e74\u6bd421%\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u534a\u5c0e\u4f53\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u58f2\u4e0a\u306f258\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u6bd427%\u5897\u3002<\/p>\n

\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u58f2\u4e0a\u306f74\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u6bd44\uff05\u5897\u3002\u5f53\u5e74\u5ea6\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f76\uff05\u3067\u3001\u524d\u5e74\u5ea6\u3088\u308a110\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u55b6\u696d\u8cbb\u7528\u306f\u3001\u524d\u5e74\u5ea6\u6bd46\uff05\u5897\u306e48\u5104\u30c9\u30eb\u3067\u3057\u305f\u300222\u5e74\u5ea6\u306e\u55b6\u696d\u5229\u76ca\u306f\u3001\u524d\u5e74\u5ea6\u6bd428\uff05\u5897\u306e203\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001\u7d14\u58f2\u4e0a\u9ad8\u306e61\uff05\u3092\u5360\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u8abf\u6574\u5f8cEBITDA\u306f210\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u5ea6\u6bd427\uff05\u5897\u52a0\u3057\u3001\u7d14\u53ce\u5165\u306e63\uff05\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3053\u306e\u6570\u5024\u306b\u306f\u30015\u51042,900\u4e07\u30c9\u30eb\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u306f\u542b\u307e\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u8cc7\u672c\u7684\u652f\u51fa\u306f4\u51042,400\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u305d\u3057\u3066\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u524d\u5e74\u6bd422\uff05\u5897\u306e163\u5104\u30c9\u30eb\u3067\u300122\u5e74\u5ea6\u58f2\u4e0a\u9ad8\u306e49\uff05\u3092\u5360\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u8cc7\u672c\u914d\u5206\u306b\u76ee\u3092\u5411\u3051\u308b\u3068 \u305d\u306e\u5185\u8a33\u306f\u3001\u73fe\u91d1\u914d\u5f53\u304c70\u5104\u30c9\u30eb\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3068\u6d88\u53bb\u304c85\u5104\u30c9\u30eb\u3067\u3059\u3002\u307e\u305f\u3001\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\uff08SEC\uff09\u306e\u898f\u5247\u306b\u3082\u3068\u3065\u304d\u3001\u666e\u901a\u682a\u5f0f\u306e\u8cb7\u623b\u3057\u3092\u65e9\u6025\u306b\u518d\u958b\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u5e0c\u8584\u5316\u5f8c\u682a\u5f0f\u6570\u306f\u3001\u81ea\u793e\u682a\u8cb7\u3044\u306e\u6f5c\u5728\u7684\u306a\u5f71\u97ff\u3092\u9664\u304f\u3068\u30014\u51043,500\u4e07\u30c9\u30eb\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u524d\u5e74\u5ea6\u306b\u5897\u52a0\u3057\u305f\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3059\u80fd\u529b\u306b\u5408\u308f\u305b\u30012023\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u306e\u666e\u901a\u682a\u5f0f\u306e\u73fe\u91d1\u56db\u534a\u671f\u914d\u5f53\u91d1\u3092\u524d\u56db\u534a\u671f\u6bd412\uff05\u5897\u306e1\u682a\u5f53\u305f\u308a4.60\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u53d6\u7de0\u5f79\u4f1a\u306e\u627f\u8a8d\u3092\u6761\u4ef6\u3068\u3057\u3066\u3001\u3053\u306e\u76ee\u6a19\u56db\u534a\u671f\u914d\u5f53\u91d1\u3092’23 \u5e74\u5ea6\u672b\u307e\u3067\u7dad\u6301\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u30012023\u5e74\u5ea6\u306e\u666e\u901a\u682a\u5f0f\u306e\u5e74\u9593\u914d\u5f53\u91d1\u306f\u904e\u53bb\u6700\u9ad8\u306e1\u682a\u5f53\u305f\u308a18.40\u30c9\u30eb\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u30012011\u5e74\u5ea6\u306b\u914d\u5f53\u3092\u958b\u59cb\u3057\u3066\u4ee5\u6765\u300112\u671f\u9023\u7d9a\u306e\u5897\u914d\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u4ee5\u4e0a\u3067\u79c1\u306e\u30b9\u30d4\u30fc\u30c1\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\u3057\u305f\u3002[\u672c\u65e5\u306e\u6700\u521d\u306e\u3054\u8cea\u554f\u306f\u3001Evercore ISI\u306eC.J.\u30df\u30e5\u30fc\u30ba\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3054\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a4\u30f3\u30d5\u30e9\u306f\u307b\u3068\u3093\u3069\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3088\u304f\u6301\u3061\u3053\u305f\u3048\u3066\u3044\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304c\u3001\u4ed6\u306e\u534a\u5c0e\u4f53\u88fd\u54c1\u306b\u898b\u3089\u308c\u308b\u3088\u3046\u306a\u5f31\u3055\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u306a\u3044\u7406\u7531\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3067\u3001\u3069\u306e\u3088\u3046\u306a\u50be\u5411\u304c\u898b\u3089\u308c\u308b\u304b\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u4f55\u304b\u9055\u3044\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u300123\u5e74\u5ea6\u5168\u4f53\u3092\u901a\u3057\u3066\u3001\u3053\u306e\u3088\u3046\u306a\u50be\u5411\u306f\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u307e\u3059\u304b\u3002\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\u7d20\u6674\u3089\u3057\u3044\u8cea\u554f\u3067\u3059\u3002\u307e\u305f\u3001\u5317\u7c73\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3001\u305d\u3057\u3066\u30a2\u30b8\u30a2\u306e\u4e00\u90e8\u306e\u5730\u57df\u3067\u3082\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u306e\u5c0e\u5165\u304c\u8907\u6570\u5e74\u306b\u308f\u305f\u308b\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u307e\u3055\u306b\u4eca\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u5730\u57df\u306f\u3059\u3079\u3066\u3001\u3053\u308c\u307e\u3067\u898b\u3066\u304d\u305f\u3088\u3046\u306b\u975e\u5e38\u306b\u9806\u8abf\u306a\u72b6\u614b\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3055\u3066\u3001\u524d\u56de\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u4eca\u65e5\u3053\u3053\u3067\u3082\u3046\u4e00\u5ea6\u5f37\u8abf\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306e\u9700\u8981\u4ee5\u4e0a\u306e\u3082\u306e\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u540c\u3058\u56db\u534a\u671f\u5185\u306b\u6d88\u8cbb\u3067\u304d\u308b\u304a\u5ba2\u3055\u307e\u306b\u306e\u307f\u51fa\u8377\u3059\u308b\u3088\u3046\u5fc3\u304c\u3051\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u51fa\u8377\u3057\u305f\u88fd\u54c1\u3092\u53d7\u3051\u5165\u308c\u3066\u6d88\u8cbb\u3057\u3066\u304f\u308c\u308b\u9867\u5ba2\u306e\u610f\u601d\u3092\u3001\u79c1\u305f\u3061\u304c\u898b\u308b\u9650\u308a\u3067\u306f\u3001\u4eca\u73fe\u5728\u3001\u305d\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u307e\u3059\u300223\u5e74\u306e\u6b8b\u308a\u306e\u671f\u9593\u306b\u3064\u3044\u3066\u5c0b\u306d\u3089\u308c\u308b\u3068\u3001\u3044\u3044\u3048\u3001\u7b54\u3048\u3089\u308c\u308b\u304b\u3069\u3046\u304b\u3001\u3088\u308a\u614e\u91cd\u306b\u306a\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u79c1\u306e\u610f\u898b\u3068\u3057\u3066\u306f\u3001\u305d\u306e\u7b54\u3048\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u5f53\u793e\u88fd\u54c1\u306e\u8cfc\u8cb7\u529b\u304a\u3088\u3073\u6d88\u8cbb\u529b\u304c\u3001’23\u5e74\u306e\u6b8b\u308a\u306e\u671f\u9593\u3082\u7d9a\u304f\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u4eca\u5f8c\u6570\u30ab\u6708\u306f\u53d7\u6ce8\u304c\u7d9a\u304f\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u88fd\u54c1\u3092\u624b\u306b\u3059\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u308b\u9867\u5ba2\u3082\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u5927\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306e\u3046\u3061\u3001\u8907\u6570\u306eCIO\u3068\u8a71\u3092\u3057\u3066\u3044\u307e\u3059\u3002IT\u6295\u8cc7\u3092\u6e1b\u3089\u3059\u3068\u3044\u3046\u8a71\u306f\u805e\u3044\u3066\u3044\u307e\u305b\u3093\u3002\u591a\u304f\u306e\u4eba\u304cIT\u652f\u51fa\u306f\u5897\u52a0\u3059\u308b\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u5c11\u306a\u304f\u3068\u3082\u6a2a\u3070\u3044\u306b\u306a\u308b\u3068\u8a00\u3063\u3066\u3044\u308b\u4eba\u3082\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u306e\u52d5\u5411\u306b\u3064\u3044\u3066\u306f\u3001\u614e\u91cd\u306b\u524d\u5411\u304d\u306b\u8003\u3048\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\u3002\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\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

\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Hock\u3001C.J.\u306b\u7d9a\u3044\u3066\u3001\u540c\u3058\u3088\u3046\u306a\u8cea\u554f\u3092\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u5c11\u3057\u9055\u3046\u65b9\u6cd5\u3067\u3059\u3002\u524d\u56db\u534a\u671f\u3067\u306f\u3001\u7a4d\u6975\u7684\u306b\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u30b9\u30af\u30e9\u30c3\u30d7\u3057\u3066\u3044\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u305d\u306e\u7d50\u679c\u3001\u4e00\u90e8\u306e\u540c\u696d\u4ed6\u793e\u304c\u7d4c\u9a13\u3057\u305f\u3088\u3046\u306a\u5728\u5eab\u306e\u843d\u3068\u3057\u7a74\u3092\u56de\u907f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u306e\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u524d\u56db\u534a\u671f\u306e\u96fb\u8a71\u4f1a\u8b70\u4ee5\u964d\u3001\u53d7\u6ce8\u6b8b\u306e\u5897\u52a0\u7387\u306b\u5909\u5316\u304c\u3042\u308a\u307e\u3057\u305f\u304b\uff1f\u524d\u56db\u534a\u671f\u306f\u7d047%\u5897\u52a0\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u53d7\u6ce8\u6b8b\u306e\u69cb\u6210\u3084\u3001\u53d7\u6ce8\u6b8b\u3092\u3069\u306e\u7a0b\u5ea6\u7a4d\u6975\u7684\u306b\u51e6\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u304b? \u307e\u305f\u3001\u9700\u8981\u306e\u6301\u7d9a\u6027\u3001\u6301\u7d9a\u671f\u9593\u306a\u3069\u306b\u95a2\u3059\u308b\u898b\u901a\u3057\u3092\u5909\u3048\u308b\u3088\u3046\u306a\u5909\u5316\u304c\u3042\u308c\u3070\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

\u7d50\u5c40\u306e\u3068\u3053\u308d\u3001\u4eca\u671f\u3082\u524d\u671f\u3082\u3001\u534a\u5e74\u524d\u30841\u5e74\u524d\u3068\u540c\u3058\u3088\u3046\u306b\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u30b9\u30af\u30e9\u30c3\u30d7\u3057\u7d9a\u3051\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u88fd\u54c1\u3092\u68da\u306b\u4e26\u3079\u308b\u76f8\u624b\u3092\u9593\u9055\u3048\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3053\u3068\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u306e\u898b\u89e3\u3067\u306f\u975e\u5e38\u306b\u91cd\u8981\u306a\u3053\u3068\u3067\u3001\u975e\u5e38\u306b\u305d\u306e\u307e\u307e\u306e\u72b6\u614b\u3067\u3059\u3002\u30d0\u30c3\u30af\u30ed\u30b0\u306f\u305a\u3063\u3068\u5897\u3048\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3054\u89a7\u306e\u3088\u3046\u306b\u3001\u3042\u308b\u56db\u534a\u671f\u306f\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u304c\u524d\u5e74\u6bd420%\u5897\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u540c30%\u5897\u3068\u306a\u308a\u3001\u6b21\u306e\u56db\u534a\u671f\u306f\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u304c\u540c30%\u5897\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u540c20%\u5897\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u304c\u3001\u8a00\u3044\u65b9\u306f\u60aa\u3044\u3067\u3059\u304c\u3001\u5b63\u7bc0\u7684\u306a\u5f71\u97ff\u3092\u53d7\u3051\u3066\u8cfc\u5165\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u3060\u3051\u3067\u306a\u304f\u3001\u7279\u5b9a\u306e\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u5411\u3051\u305f\u3082\u306e\u3067\u3082\u3042\u308b\u306e\u3067\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u30d0\u30c3\u30af\u30ed\u30b0\u306b\u306f\u3055\u307e\u3056\u307e\u306a\u7a2e\u985e\u304c\u3042\u308a\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u51fa\u8377\u3059\u308b\u88fd\u54c1\u3082\u7570\u306a\u308a\u307e\u3059\u3057\u3001\u305d\u308c\u3089\u306f\u3059\u3079\u3066\u5909\u5316\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f53\u793e\u304c\u975e\u5e38\u306b\u5f37\u529b\u306a\u53d7\u6ce8\u6b8b\u9ad8\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u4eca\u671f\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001\u51fa\u8377\u3059\u308b\u88fd\u54c1\u304c\u6700\u7d42\u7684\u306a\u9700\u8981\u3068\u3057\u3066\u53cd\u6620\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3060\u3068\u8003\u3048\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\u3002\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u306e\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3\u304b\u3089\u3067\u3059\u3002<\/p>\n

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

\u7d20\u6674\u3089\u3057\u3044\u3001\u7686\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u3067\u306fHock\u3055\u3093\u3001\u5358\u5200\u76f4\u5165\u306b\u304a\u805e\u304d\u3057\u307e\u3059\u3002\u524d\u56db\u534a\u671f\u3067\u306f\u3001\u534a\u5c0e\u4f53\u30d0\u30c3\u30af\u30ed\u30b0\u304c310\u5104\u30c9\u30eb\u3067\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c50\u9031\u9593\u7a0b\u5ea6\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u6570\u5b57\u306f\u73fe\u5728\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30d0\u30c3\u30af\u30ed\u30b0\u3068\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30ab\u30fc\u30b9\u30c6\u30f3\u30fb\u30b9\u30d4\u30a2\u30fc\u30ba — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30b9\u30c6\u30a4\u30b7\u30fc\u3001\u3053\u3061\u3089\u306f\u30ab\u30fc\u30b9\u30c6\u30f3\u30fb\u30b9\u30d4\u30a2\u30fc\u30ba\u3067\u3059\u3002\u4eca\u5e74\u5ea6\u306b\u3064\u3044\u3066\u306f\u304a\u7b54\u3048\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u306f\u7533\u3057\u4e0a\u3052\u307e\u305b\u3093\u3002<\/p>\n

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

\u79c1\u306f\u3042\u306a\u305f\u306b\u4eca\u5e74\u306e\u30ac\u30a4\u30c9\u3092\u304a\u9858\u3044\u3057\u3066\u3044\u308b\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u306f\u3042\u306a\u305f\u306b\u4eca\u5e74\u3092\u5c0e\u3044\u3066\u304f\u308c\u3068\u306f\u8a00\u3044\u307e\u305b\u3093\u3002<\/p>\n

Kirsten Spears — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u5e74\u9593\u3067\u306f\u5b8c\u5168\u306b\u4e88\u7d04\u6e08\u307f\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3082\u3057\u79c1\u304c\u53d7\u6ce8\u6b8b\u306e\u6570\u5b57\u3092\u51fa\u305b\u3070\u3001\u4e8b\u5b9f\u4e0a\u3001\u5e74\u9593\u3092\u6848\u5185\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u73fe\u6642\u70b9\u3067\u306f\u305d\u306e\u30c7\u30fc\u30bf\u3092\u63d0\u4f9b\u3057\u306a\u3044\u3053\u3068\u306b\u3057\u307e\u3057\u305f\u3002<\/p>\n

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

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u3001\u58f2\u4e0a\u9ad8\u306f\u5897\u52a0\u3057\u305f\u306e\u304b\u3001\u6a2a\u3070\u3044\u306a\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u6e1b\u5c11\u3057\u305f\u306e\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f<\/p>\n

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

\u4eca\u5e74\u306e\u4e88\u6e2c\u306f\u3001\u4e88\u6e2c\u30d9\u30fc\u30b9\u3068\u3067\u3082\u3044\u3044\u307e\u3057\u3087\u3046\u304b…\u30d0\u30c3\u30af\u30ed\u30b0\u306f\u3001\u79c1\u305f\u3061\u306e\u4e88\u6e2c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4eca\u5e74\u3082\u5f15\u304d\u7d9a\u304d\u3001\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002\u305d\u308c\u4ee5\u5916\u306e\u3053\u3068\u306f\u7533\u3057\u4e0a\u3052\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u6307\u91dd\u3092\u793a\u3055\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n

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

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u5e74\u9593\u3067\u306f\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u4f38\u3073\u308b\u3068\u304a\u8003\u3048\u306a\u306e\u3067\u3059\u306d\uff1f<\/p>\n

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

\u901a\u671f\u3067\u306f\u4f38\u3073\u308b\u3068\u601d\u3044\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\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002JP\u30e2\u30eb\u30ac\u30f3\u306e\u30cf\u30fc\u30e9\u30f3\u30fb\u30b9\u30fc\u30eb\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u3001\u30b5\u30fc\u30d0\u30fc\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30b3\u30cd\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u306d\u300122\u5e74\u5ea6\u306b\u306f50\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3055\u3089\u306b\u91cd\u8981\u306a\u306e\u306f\u30011\u6708\u671f\u306e\u898b\u901a\u3057\u306b\u57fa\u3065\u3044\u3066\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u5f15\u304d\u7d9a\u304d\u7dad\u6301\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u901a\u5e38\u3001HDD\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u3084\u30d7\u30ea\u30a2\u30f3\u30d7\u306b\u3064\u3044\u3066\u8003\u3048\u304c\u3061\u3067\u3059\u304c\u3001\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u3053\u308c\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u591a\u69d8\u3067\u3059\u3002\u307e\u305a\u3001MegaRAID\u3084PCIe\u3001\u3042\u308b\u3044\u306f\u79c1\u304c\u30b9\u30c8\u30ec\u30fc\u30b8\u30b3\u30cd\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3068\u547c\u3093\u3067\u3044\u308b\u3082\u306e\u304c\u3001\u4e3b\u306bHDD\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u3068\u30d7\u30ea\u30a2\u30f3\u30d7\u3067\u3042\u308b\u30b9\u30c8\u30ec\u30fc\u30b8\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u4e8b\u696d\u306b\u5bfe\u3057\u3066\u3001\u3069\u306e\u7a0b\u5ea6\u306e\u5272\u5408\u3092\u5360\u3081\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u7af6\u5408\u4ed6\u793e\u3084\u9867\u5ba2\u306e\u591a\u304f\u304c\u3053\u306e\u5206\u91ce\u3067\u5927\u304d\u306a\u5f31\u3055\u3092\u898b\u305b\u3066\u3044\u308b\u4e2d\u3067\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u30fb\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u306e\u77ed\u671f\u7684\u306a\u6210\u9577\u306e\u539f\u52d5\u529b\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

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

\u305d\u308c\u306f\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u5f53\u793e\u306e\u30b5\u30fc\u30d0\u30fc\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u63a5\u7d9a\u306f\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u30cb\u30a2\u30e9\u30a4\u30f3\u30fb\u30cf\u30fc\u30c9\u30c9\u30e9\u30a4\u30d6\u3084\u3001Synaptics\u304c\u30db\u30b9\u30c8\u3057\u3066\u3044\u308b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30b5\u30fc\u30d0\u30fc\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u63a5\u7d9a\u306a\u3069\u3001\u5e45\u5e83\u3044\u5206\u91ce\u306b\u53ca\u3093\u3067\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306a\u6570\u5024\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u7279\u306bMeasurement? \u305f\u3060\u3001\u7279\u306bMegaRAID\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u6210\u9577\u306e\u5927\u90e8\u5206\u306f\u3001\u30c9\u30eb\u30d9\u30fc\u30b9\u3067\u5927\u304d\u306a\u4f38\u3073\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u3001\u65b0\u4e16\u4ee3\u306e\u88fd\u54c1\u304c\u3059\u3079\u3066\u30b5\u30d6\u30b7\u30b9\u30c6\u30e0\u3001\u3064\u307e\u308a\u5f53\u793e\u306e\u30dc\u30fc\u30c9\u3067\u3042\u308b\u3053\u3068\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u30c1\u30c3\u30d7\u3060\u3051\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u3053\u3068\u304c\u6210\u9577\u306e\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u53f0\u6570\u306f\u5897\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u767a\u8868\u3057\u305f50\uff05\u307b\u3069\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u300250\uff05\u306e\u5927\u90e8\u5206\u306f\u3001\u30c1\u30c3\u30d7\u3067\u306f\u306a\u304f\u30b5\u30d6\u30b7\u30b9\u30c6\u30e0\u3084\u30dc\u30fc\u30c9\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3088\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u5897\u52a0\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u305d\u308c\u3067\u3082\u53f0\u6570\u306f\u4f38\u3073\u3066\u3044\u307e\u3059\u3057\u3001\u305d\u308c\u306f\u5168\u4f53\u7684\u306a\u3082\u306e\u3067\u3001\u3059\u3079\u3066\u304c\u4f38\u3073\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u6210\u9577\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u5341\u5206\u306b\u8a00\u3048\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

Harlan Sur — J.P.\u30e2\u30eb\u30ac\u30f3 — \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\u3059\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002UBS\u306eTimothy Arcuri\u304b\u3089\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\u3002Hock\u3001\u3042\u306a\u305f\u306f\u9700\u8981\u3092\u524a\u308a\u7d9a\u3051\u3001\u6d88\u8cbb\u3068\u601d\u308f\u308c\u308b\u3082\u306e\u3092\u51fa\u8377\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u3064\u307e\u308a\u3001\u51fa\u8377\u3057\u3066\u3044\u308b\u3082\u306e\u3068\u9867\u5ba2\u304c\u671b\u3080\u3082\u306e\u3068\u306e\u9593\u306b\u306f\u3001\u3069\u306e\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3082\u307e\u3060\u30ae\u30e3\u30c3\u30d7\u304c\u3042\u308b\u3068\u79c1\u306f\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u304c\u3001\u305d\u308c\u3092\u5ef6\u6ede\u3068\u547c\u3076\u4eba\u3082\u3044\u307e\u3059\u3002\u660e\u3089\u304b\u306b\u3001\u3042\u306a\u305f\u306f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5909\u3048\u3066\u3044\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u5ef6\u6ede\u3084\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u51fa\u8377\u3059\u308b\u5546\u54c1\u3068\u9867\u5ba2\u304c\u671b\u3080\u3082\u306e\u3068\u306e\u30ae\u30e3\u30c3\u30d7\u306f\u3001\u304a\u305d\u3089\u304f\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3068\u60f3\u50cf\u3057\u307e\u3059\u3002<\/p>\n

\u305d\u3053\u3067\u8cea\u554f\u3067\u3059\u304c\u3001\u305d\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u5b9a\u91cf\u5316\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u30ae\u30e3\u30c3\u30d7\u306f\u5c0f\u3055\u304f\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\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

\u305d\u308c\u306f\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u79c1\u305f\u3061\u306f\u3053\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u5b9a\u91cf\u5316\u3057\u3088\u3046\u3068\u306f\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u305d\u306e\u5927\u304d\u306a\u7406\u7531\u306f……\u3042\u307e\u308a\u8208\u596e\u3055\u305b\u305f\u304f\u306f\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u9867\u5ba2……\u30d0\u30c3\u30af\u30ed\u30b0\u306f\u3001CRD\u3084\u9867\u5ba2\u8981\u6c42\u65e5\u306b\u5206\u985e\u3055\u308c\u305f\u308a\u7279\u5fb4\u4ed8\u3051\u3089\u308c\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3088\u306d\u3002\u4f8b\u3048\u3070\u3001\u4eca\u671f\u306e\u9867\u5ba2\u8981\u6c42\u65e5\u3001\u524d\u671f\u306e\u9867\u5ba2\u8981\u6c42\u65e5\u306f\u3001\u5b9f\u969b\u306b\u51fa\u8377\u3057\u305f\u3082\u306e\u3088\u308a\u3082\u305a\u3063\u3068\u305a\u3063\u3068\u9ad8\u3044\u3082\u306e\u3067\u3057\u305f\u3057\u30016\u30f6\u6708\u524d\u3082\u540c\u3058\u3067\u3057\u305f\u3002<\/p>\n

\u534a\u5e74\u524d\u3068\u6bd4\u3079\u3066\u826f\u304f\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3053\u306e\u30d5\u30a9\u30fc\u30e9\u30e0\u3067\u79c1\u304c\u4e00\u756a\u3084\u308a\u305f\u304f\u306a\u3044\u306e\u306f\u3001\u63a8\u6e2c\u3059\u308b\u3053\u3068\u306a\u306e\u3067\u3059\u304c\u3002\u3057\u304b\u3057\u3001CRD\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u306f\u307e\u3060\u3001\u5b9f\u969b\u306b\u51fa\u8377\u3055\u308c\u308b\u5206\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002OK\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\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\u306eVivek Arya\u304b\u3089\u3067\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u307b\u3069\u7c21\u5358\u306a\u8aac\u660e\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305aHock\u3067\u3059\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306b\u4e2d\u56fd\u306e\u30ed\u30c3\u30af\u30c0\u30a6\u30f3\u306e\u5f71\u97ff\u3092\u53d7\u3051\u307e\u3057\u305f\u304b\u3001\u3042\u308b\u3044\u306f\u53d7\u3051\u308b\u3068\u4e88\u60f3\u3057\u307e\u3057\u305f\u304b? \u7b2c1\u56db\u534a\u671f\u306f\u4f55\u3082\u306a\u304b\u3063\u305f\u3088\u3046\u3067\u3059\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u305f\u3060\u3001\u7b2c2\u56db\u534a\u671f\u306b\u4f55\u304b\u6e96\u5099\u3059\u3079\u304d\u3053\u3068\u304c\u3042\u308b\u306e\u304b\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3067\u3059\u304c\u3001\u7b2c1\u56db\u534a\u671f\u306b\u534a\u5c0e\u4f53\u4e8b\u696d\u3067\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u4f4e\u4e0b\u3057\u305f\u3068\u805e\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u30df\u30c3\u30af\u30b9\u306b\u3088\u308b\u3082\u306e\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u540c\u7a0b\u5ea6\u306e\u5f71\u97ff\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

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

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u307e\u305a\u6700\u521d\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u3001\u6b21\u306b\u3082\u3063\u3068\u8208\u5473\u6df1\u30442\u3064\u76ee\u306e\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u3053\u3053\u3067\u3044\u304f\u3064\u304b\u306e\u70b9\u3092\u3064\u306a\u3050\u3053\u3068\u306b\u306a\u308a\u3001\u8208\u5473\u6df1\u3044\u3082\u306e\u3067\u3059\u30021\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u306e\u30ef\u30a4\u30e4\u30ec\u30b9\u306f\u5358\u4e00\u306e\u9867\u5ba2\u3067\u3042\u308a\u3001COVID\u306e\u30b7\u30e3\u30c3\u30c8\u30c0\u30a6\u30f3\u306a\u3069\u306b\u3088\u308a\u3001\u56db\u534a\u671f\u9593\u306e\u51fa\u8377\u304c\u6e1b\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u7b2c2\u56db\u534a\u671f\u306f\u307e\u3060\u5148\u306a\u306e\u3067\u3001\u3069\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306a\u306e\u304b\u3092\u6b63\u78ba\u306b\u304a\u4f1d\u3048\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u7b2c4\u56db\u534a\u671f\u3068\u7b2c1\u56db\u534a\u671f\u306e\u9593\u306e\u52d5\u304d\u306f\u3001\u5f53\u793e\u306e\u6570\u5b57\u306b\u53cd\u6620\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057……\u3060\u304b\u3089\u3053\u305d\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3068\u3044\u3046\u306e\u306f\u975e\u5e38\u306b\u826f\u3044\u6307\u6a19\u306b\u306a\u308b\u306e\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u524d\u5e74\u540c\u671f\u6bd413%\u3067\u3001\u7b2c1\u56db\u534a\u671f\u306f1%\u5897\u3067\u3059\u304c\u3001\u305d\u306e\u9593\u306b\u82e5\u5e72\u306e\u52d5\u304d\u304c\u3042\u308a\u307e\u3059\u3002\u4eca\u3001\u7b2c2\u56db\u534a\u671f\u306b\u5207\u308a\u66ff\u308f\u308a\u307e\u3057\u305f\u304c\u3001\u79c1\u306f\u305d\u306e\u5146\u5019\u3092\u304a\u4f1d\u3048\u3059\u308b\u7acb\u5834\u306b\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u898b\u901a\u3057\u304c\u7acb\u305f\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u6b21\u306b\u3001\u3054\u8cea\u554f\u306e\u5f8c\u534a\u306b\u3042\u308b\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u3059\u3079\u3066\u30d7\u30ed\u30c0\u30af\u30c8\u30df\u30c3\u30af\u30b9\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u51fa\u8377\u3059\u308b\u7279\u5b9a\u306e\u88fd\u54c1\u306b\u3088\u3063\u3066\u3001\u4f55\u5ea6\u3082\u7533\u3057\u4e0a\u3052\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u30de\u30fc\u30b8\u30f3\u3001\u88fd\u54c1\u30de\u30fc\u30b8\u30f3\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u7570\u306a\u308b\u304b\u3089\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u5927\u307e\u304b\u306b\u8a00\u3046\u3068\u3001\u5f53\u793e\u306e\u88fd\u54c1\u306e\u4e2d\u3067\u306f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u6700\u3082\u5229\u76ca\u7387\u304c\u9ad8\u3044\u50be\u5411\u306b\u3042\u308a\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9ad8\u3044\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u304b\u3089\u7b2c1\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304b\u3089\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30ef\u30a4\u30e4\u30ec\u30b9\u304c\u4f9d\u7136\u3068\u3057\u3066\u5927\u304d\u306a\u5272\u5408\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u6bd4\u7387\u306f\u4e0b\u304c\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u524d\u56db\u534a\u671f\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u5f71\u97ff\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u51fa\u8377\u3059\u308b\u88fd\u54c1\u306e\u30df\u30c3\u30af\u30b9\u3068\u3001\u305d\u306e\u88fd\u54c1\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u306b\u4ed6\u306a\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u5728\u5eab\u306e\u5897\u52a0\u3082\u540c\u69d8\u3067\u3059\u3002Kirsten\u304c\u5831\u544a\u3057\u305f\u3088\u3046\u306b\u3001\u7b2c4\u56db\u534a\u671f\u672b\u306e\u5728\u5eab\u306f\u7b2c3\u56db\u534a\u671f\u672b\u3068\u6bd4\u8f03\u3057\u3066\u7d045%\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u660e\u3089\u304b\u306b\u3001\u7b2c4\u56db\u534a\u671f\u306e\u5728\u5eab\u306f\u7b2c1\u56db\u534a\u671f\u306b\u51fa\u8377\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u5f53\u793e\u306e\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u307b\u307c\u6a2a\u3070\u3044\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u3053\u306e\u5897\u52a0\u304c\u898b\u3089\u308c\u308b\u306e\u3067\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30b8\u30e7\u30bb\u30d5\u30fb\u30e0\u30fc\u30a2\u304b\u3089\u3067\u3059\u3002<\/p>\n

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

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6765\u5e74\u306f\u901a\u671f\u3067\u8a08\u4e0a\u3055\u308c\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u305d\u306e\u898b\u901a\u3057\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u306e\u7d50\u679c\u3001\u3069\u306e\u7a0b\u5ea6\u306e\u898b\u901a\u3057\u304c\u7acb\u3064\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u89e3\u7d04\u4e0d\u80fd\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u6301\u3064\u9867\u5ba2\u304c\u3001\u6765\u5e74\u306e\u6f5c\u5728\u7684\u306a\u666f\u6c17\u4f4e\u8ff7\u671f\u306b\u8abf\u6574\u3092\u884c\u304a\u3046\u3068\u3059\u308b\u5834\u5408\u3001\u3069\u306e\u3088\u3046\u306a\u8003\u3048\u65b9\u3092\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

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

\u307e\u305a\u3001\u6700\u521d\u306e\u90e8\u5206\u304b\u3089\u8aac\u660e\u3057\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u4e88\u7d04\u304c\u5165\u3063\u3066\u3044\u308b\u3068\u304d\u306f\u3001\u672c\u5f53\u306b\u4e88\u7d04\u304c\u5165\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u51fa\u8377\u3092\u78ba\u7d04\u3057\u305f\u6ce8\u6587\u304c\u3042\u308b\u3053\u3068\u3092\u793a\u3059\u7d19\u304c\u3042\u308b\u306e\u3067\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u306e\u6ce8\u6587\u306f\u30ad\u30e3\u30f3\u30bb\u30eb\u4e0d\u53ef\u306e\u6ce8\u6587\u3067\u3059\u3002<\/p>\n

\u9867\u5ba2\u306f\u305d\u308c\u3092\u77e5\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u305d\u306e\u7d19\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u300c\u4e88\u7d04\u3067\u3044\u3063\u3071\u3044\u300d\u3068\u3044\u3046\u306e\u306f\u3001\u300c\u53d7\u6ce8\u6b8b\u304c\u3042\u308b\u300d\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3055\u3066\u30012\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u3082\u3063\u3068\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u6765\u5e74\u672b\u3001\u534a\u5e74\u5f8c\u30019\u30f5\u6708\u5f8c\u306b\u5927\u898f\u6a21\u306a\u4e0d\u6cc1\u306b\u898b\u821e\u308f\u308c\u3001\u9867\u5ba2\u304c — \u4f55\u5e74\u3082\u304b\u3051\u3066\u672c\u5f53\u306b\u5d29\u58ca\u3059\u308b\u3068\u3057\u305f\u3089\u3001\u79c1\u305f\u3061\u306f\u3069\u3046\u3059\u308c\u3070\u3044\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u79c1\u306e\u7b54\u3048\u306f\u300c\u308f\u304b\u3089\u306a\u3044\u300d\u3067\u3059\u3002\u305d\u308c\u304c\u3001\u5e74\u9593\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3055\u306a\u3044\u7406\u7531\u306e\u3072\u3068\u3064\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u72b6\u6cc1\u304c\u5fc5\u8981\u3068\u3059\u308b\u3068\u304d\u306b\u3001\u305d\u306e\u90fd\u5ea6\u5bfe\u5fdc\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u73fe\u6642\u70b9\u3067\u306f\u3001\u79c1\u305f\u3061\u306f\u547d\u4ee4\u3092\u53d7\u3051\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

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

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

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

\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30c8\u30a5\u30eb\u30fc\u30b9\u30c8\u306e\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30b9\u30bf\u30a4\u30f3\u304b\u3089\u3067\u3059<\/p>\n

William Stein — Truist Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u5f8c\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3001\u8cc7\u672c\u914d\u5206\u306e\u65b9\u91dd\u304c\u5909\u308f\u3063\u305f\u3088\u3046\u3067\u3059\u304c\u3001\u65b9\u91dd\u306f\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u5c11\u306a\u304f\u3068\u3082\u6226\u8853\u306f\u5909\u308f\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u5bfe\u3059\u308b\u914d\u5f53\u6027\u5411\u306f50\uff05\u3088\u308a\u5c11\u3057\u4f4e\u304f\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3057\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3082\u518d\u958b\u3055\u308c\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n

\u306a\u305c\u3053\u306e\u3088\u3046\u306a\u6c7a\u65ad\u3092\u3055\u308c\u305f\u306e\u304b\u3001\u305d\u306e\u7406\u7531\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002VMware\u306e\u30af\u30ed\u30fc\u30ba\u6642\u671f\u306b\u95a2\u3059\u308b\u793a\u5506\u3084\u898b\u89e3\u306e\u5909\u5316\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u30de\u30af\u30ed\u3084\u305d\u306e\u4ed6\u306e\u61f8\u5ff5\u306b\u95a2\u9023\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kirsten Spears — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u65b9\u91dd\u3068\u3057\u3066\u3001\u524d\u5e74\u5ea6\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u304a\u3088\u305d50%\u3092\u652f\u6255\u3046\u3068\u5e38\u306b\u8a00\u3063\u3066\u304d\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u7d4c\u6e08\u74b0\u5883\u4e0b\u3067\u306f\u3001\u524d\u5e74\u6bd412\uff05\u5897\u306f\u5341\u5206\u306a\u914d\u5f53\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

\u305d\u3057\u3066\u5fd8\u308c\u3066\u306f\u306a\u3089\u306a\u3044\u306e\u306f\u3001\u30eb\u30fc\u30eb\u4e0a\u53ef\u80fd\u306b\u306a\u3063\u305f\u6642\u70b9\u3067\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u3082\u682a\u4e3b\u3078\u306e\u73fe\u91d1\u9084\u5143\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u3067\u304d\u308b\u9650\u308a\u65e9\u304f\u5b9f\u65bd\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

\u30ab\u30fc\u30b9\u30c6\u30f3\u30fb\u30b9\u30d4\u30a2\u30fc\u30ba — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3067\u304d\u308b\u9650\u308a\u65e9\u304f\u3002\u305d\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u306f\u307e\u3060130\u5104\u30c9\u30eb\u3042\u308a\u307e\u3059\u3002<\/p>\n

William Stein — Truist Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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

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

\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002\u30b3\u30fc\u30a6\u30a7\u30f3\u306e\u30de\u30c3\u30c8\u30fb\u30e9\u30e0\u30b8\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30e9\u30e0\u30b8\u30fc — \u30b3\u30fc\u30a6\u30a7\u30f3\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3053\u3093\u306b\u3061\u306f\u3002Hock\u3001\u3042\u306a\u305f\u65b9\u304c\u958b\u793a\u3057\u305f\u6e96\u5099\u66f8\u9762\u306e\u4e00\u90e8\u306b\u306f\u3001\u73fe\u5728\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30aa\u30d5\u30ed\u30fc\u30c9ASIC\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u306b\u53c2\u5165\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u66f8\u304b\u308c\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u4f1a\u8a08\u5e74\u5ea6\u3067\u306f20\u5104\u30c9\u30eb\u3067\u3057\u305f\u306d\u3002<\/p>\n

\u3053\u308c\u306f\u6628\u5e74\u3088\u308a3\u5206\u306e1\u307b\u3069\u591a\u3044\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u4eca\u5e74\u306e\u521d\u3081\u306b\u30a4\u30d9\u30f3\u30c8\u3092\u958b\u50ac\u3057\u300118\u5e74\u5ea6\u306b\u5927\u304d\u304f\u4f38\u3073\u305f\u5f8c\u3001\u53ce\u76ca\u304c\u5c11\u3057\u6a2a\u3070\u3044\u306b\u306a\u3063\u305f\u3088\u3046\u3067\u3059\u3002\u305d\u3057\u3066\u4eca\u56de\u306f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30aa\u30d5\u30ed\u30fc\u30c9\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u304b\u306a\u308a\u5927\u304d\u304f\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u50be\u5411\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u307e\u305f\u3001\u9867\u5ba2\u57fa\u76e4\u306e\u62e1\u5927\u3084\u3001\u30ce\u30fc\u30c9\u30b9\u30bf\u30c3\u30af\u3092\u4e0b\u3052\u308b\u306b\u3064\u308c\u3066\u30c6\u30fc\u30d7\u30a2\u30a6\u30c8\u3042\u305f\u308a\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u304c\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u306e\u3042\u305f\u308a\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306f\u3001\u73fe\u6642\u70b9\u3067\u306f\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u3092\u5f37\u304f\u671b\u3093\u3067\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

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

\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u307e\u305f\u306f\u30bb\u30df\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u3001\u3042\u308b\u3044\u306f\u30aa\u30d5\u30ed\u30fc\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3068\u547c\u3070\u308c\u308b\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u8907\u6570\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u305d\u308c\u305e\u308c\u72ec\u81ea\u306b\u958b\u767a\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u3042\u308b\u610f\u5473\u3067\u3001\u5f53\u793e\u306e\u6280\u8853\u304c\u5c0e\u5165\u3055\u308c\u308b\u4e0a\u3067\u975e\u5e38\u306b\u30dd\u30b8\u30c6\u30a3\u30d6\u3067\u3001\u597d\u90fd\u5408\u306a\u3053\u3068\u3067\u3059\u3002\u73fe\u5728\u9032\u884c\u5f62\u3067\u5384\u4ecb\u306a\u306e\u306f\u3001\u3053\u308c\u304b\u3089\u3082\u3063\u3068\u5897\u3048\u3066\u3044\u304f\u3053\u3068\u3067\u3059\u304c\u3001\u305d\u306e\u901f\u5ea6\u3092\u4e88\u6e2c\u3059\u308b\u306e\u306f\u96e3\u3057\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u3089\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u584a\u306e\u3088\u3046\u306a\u30d7\u30ed\u30b0\u30e9\u30e0\u306a\u306e\u3067\u300120\u5104\u30c9\u30eb\u3068\u3001\u3042\u306a\u305f\u304c\u6b63\u3057\u304f\u8a00\u3046\u3088\u3046\u306b\u30011\u5e74\u524d\u3068\u6bd4\u3079\u30663\u5206\u306e1\u306e\u5897\u52a0\u3068\u3044\u3046\u3088\u3046\u306a\u5f15\u304d\u4e0a\u3052\u304c\u53ef\u80fd\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u306f\u584a\u306a\u306e\u3067\u3059\u3002\u3057\u304b\u3082\u3001\u305d\u306e\u50be\u5411\u306f\u3001\u4eca\u5f8c5\u5e74\u9593\u306e\u63a8\u79fb\u3092\u805e\u304b\u308c\u306a\u3044\u3068\u79c1\u306b\u306f\u3068\u3066\u3082\u56f3\u308a\u306b\u304f\u3044\u30025\u5e74\u5f8c\u3068\u306a\u308b\u3068\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u5546\u7528\u306e\u30b7\u30ea\u30b3\u30f3\u306b\u623b\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u30ab\u30b9\u30bf\u30e0ASIC\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u306e\u304b\u304c\u554f\u984c\u3068\u306a\u308a\u3001\u79c1\u306b\u3068\u3063\u3066\u306f\u5225\u306e\u554f\u984c\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4eca\u5f8c1\uff5e2\u5e74\u3067\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u304c\u3069\u3046\u306a\u308b\u304b\u3068\u554f\u308f\u308c\u308c\u3070\u3001\u6b63\u76f4\u306a\u3068\u3053\u308d\u3001\u79c1\u306f\u826f\u3044\u898b\u901a\u3057\u3092\u7acb\u3066\u308b\u7acb\u5834\u306b\u306a\u3044\u3068\u7b54\u3048\u307e\u3059\u3002<\/p>\n

\u53f8\u4f1a<\/p>\n

\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u3067\u3059\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<\/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\u3001\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30db\u30c3\u30af\u3001\u79c1\u306f\u3042\u306a\u305f\u304c\u8a00\u3063\u305f\u524d\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u623b\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3001\u305d\u3057\u3066\u3001\u79c1\u306f\u305d\u308c\u3092\u660e\u78ba\u306b\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u304a\u305d\u3089\u304f\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3068\u3044\u3046\u6587\u8108\u306e\u4e2d\u3067\u3001\u3042\u306a\u305f\u306f\u9867\u5ba2\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u305f\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u305d\u308c\u306f\u8457\u3057\u304f\u9577\u3044\u4e88\u6e2c\u3092\u4e0e\u3048\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u5148\u307b\u3069\u306e\u30b3\u30e1\u30f3\u30c8\u306e\u80cc\u666f\u3092\u5c11\u3057\u7406\u89e3\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u51fa\u3055\u306a\u3044\u3068\u3044\u3046\u306e\u306f\u3042\u308a\u304c\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u305d\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u80cc\u666f\u304c\u3042\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

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

\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3092\u5927\u5e45\u306b\u5909\u66f4\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3057\u3001\u305d\u306e\u3088\u3046\u306a\u6163\u884c\u306b\u5f93\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u4e88\u6e2c\u3067\u3059\u304c\u3001\u5148\u307b\u3069\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u95a2\u9023\u3059\u308b\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u4e88\u6e2c\u306e\u8a71\u3082\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u79c1\u306f\u3001\u30d0\u30c3\u30af\u30ed\u30b0\u3068\u4f7f\u7528\u3059\u308b\u7d19\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u305f\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u66f8\u985e\u306b\u3064\u3044\u3066\u3082\u3001\u304a\u5ba2\u69d8\u306e\u51fa\u8377\u5e0c\u671b\u65e5\u3092\u7cbe\u67fb\u3057\u3001\u5f53\u56db\u534a\u671f\u307e\u305f\u306f\u524d\u56db\u534a\u671f\u306b\u51fa\u8377\u3059\u308b\u524d\u306b\u305d\u308c\u305e\u308c\u306e\u8981\u6c42\u3092\u7cbe\u67fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u4e88\u6e2c\u3092\u7acb\u3066\u3066\u3044\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u660e\u3089\u304b\u306b\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u7cbe\u67fb\u3057\u3066\u3044\u308b\u6700\u4e2d\u306a\u306e\u3067\u3001\u73fe\u6642\u70b9\u3067\u306f\u898b\u901a\u3057\u3092\u793a\u3059\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n

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

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

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

\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u91dd \u5229\u4e5f\u3055\u3093\u304b\u3089\u3067\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\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Hock\u3055\u3093\u3001\u4e2d\u56fd\u3067\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u3001\u51fa\u8377\u306e\u89b3\u70b9\u304b\u3089\u3067\u306f\u306a\u304f\u3001\u6700\u7d42\u6d88\u8cbb\u306e\u89b3\u70b9\u304b\u3089\u3001\u5c11\u3057\u304a\u8a71\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u6700\u7d42\u9867\u5ba2\u30ec\u30d9\u30eb\u3067\u4f55\u304c\u6d88\u8cbb\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u5b8c\u5168\u306b\u306f\u628a\u63e1\u3067\u304d\u3066\u3044\u306a\u3044\u306e\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4f01\u696d\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306a\u3069\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\u304b\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u300222\u5e74\u5ea6\u306e\u4e2d\u56fd\u306e\u9006\u98a8\u306f\u3069\u306e\u7a0b\u5ea6\u3060\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306a\u898b\u901a\u3057\u3092\u304a\u6301\u3061\u3067\u3059\u304b\u3002\u307e\u305f\u3001\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306f\u3069\u306e\u3088\u3046\u306a\u58f0\u304c\u805e\u304b\u308c\u307e\u3059\u304b\u3002\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

\u3055\u3066\u3001\u3054\u8cea\u554f\u306b\u76f4\u63a5\u304a\u7b54\u3048\u3059\u308b\u3068\u3001\u4e2d\u56fd\u306f\u3042\u3089\u3086\u308b\u7523\u696d\u3084\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306b\u304a\u3051\u308b\u88fd\u54c1\u6d88\u8cbb\u306e\u9762\u3067\u6e1b\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f\u3001\u7523\u696d\u754c\u3084\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u5206\u91ce\u3067\u88fd\u54c1\u306e\u6d88\u8cbb\u304c\u6e1b\u901f\u3057\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u3082\u305d\u308c\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u3060\u5b8c\u5168\u306b\u5d29\u58ca\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u30011\u5e74\u524d\u3068\u6bd4\u3079\u308c\u3070\u6e1b\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f — \u7279\u306b\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u30a2\u30eb\u30fb\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3044\u3066\u8a00\u3048\u308b\u3053\u3068\u3067\u3059\u304c\u3001\u6e96\u5099\u6bb5\u968e\u3067\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306f\u597d\u8abf\u3001\u5317\u7c73\u3067\u306f\u7279\u306b\u81ea\u52d5\u8eca\u95a2\u9023\u3067\u597d\u8abf\u3001\u3057\u304b\u3057\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u30a2\u30eb\u30fb\u30d3\u30b8\u30cd\u30b9\u306e\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u308b\u4e2d\u56fd\u304c\u5f31\u304f\u3001\u6e1b\u901f\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u305d\u308c\u4ee5\u4e0a\u306b\u3001IT\u306e\u5206\u91ce\u3067\u306f\u6e1b\u901f\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u4e2d\u56fd\u306f\u5f53\u793e\u306e\u7dcf\u58f2\u4e0a\u9ad8\u306e\u308f\u305a\u304b10\uff05\u672a\u6e80\u3067\u3042\u308b\u3053\u3068\u306b\u7559\u610f\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u306e\u305f\u3081\u3001\u3042\u308b\u7a0b\u5ea6\u306e\u76f8\u6bba\u52b9\u679c\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u4f1a\u793e\u5168\u4f53\u306e\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u306b\u305d\u308c\u307b\u3069\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u307b\u3069\u306b\u306f\u3001\u5341\u5206\u306b\u6253\u3061\u51fa\u3057\u3066\u3044\u307e\u305b\u3093\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

\u30db\u30c3\u30af\u3055\u3093\u3001\u4eca\u5f8cIT\u9762\u3067\u6539\u5584\u306e\u5146\u3057\u306f\u3042\u308a\u307e\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u307e\u3060\u65e9\u3044\u3067\u3059\u304b\uff1f<\/p>\n

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

\u4eca\u306e\u6642\u70b9\u3067\u306f\u3001\u5224\u65ad\u3059\u308b\u306b\u306f\u65e9\u3059\u304e\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u591a\u5c11\u306f\u958b\u304d\u76f4\u3063\u305f\u611f\u3082\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3082\u3057\u79c1\u304c\u5224\u65ad\u3092\u4e0b\u3059\u3068\u3057\u305f\u3089\u30011\u30f5\u6708\u5f8c\u306b\u518d\u3073\u4e8b\u614b\u304c\u505c\u6b62\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u79c1\u304c\u9593\u9055\u3063\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\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

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

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

\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u30b5\u30b9\u30b1\u30cf\u30ca\u306e\u30af\u30ea\u30b9\u30c8\u30d5\u30a1\u30fc\u30fb\u30ed\u30fc\u30e9\u30f3\u30c9\u304b\u3089\u3067\u3059\u3002<\/p>\n

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

\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30bb\u30df\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u9006\u3089\u3063\u305f\u3053\u3068\u3092\u795d\u798f\u3057\u307e\u3059\u3002\u79c1\u306e\u8cea\u554f\u306f\u3001\u524d\u56de\u306e\u8cea\u554f\u3067\u3082\u53d6\u308a\u4e0a\u3052\u3089\u308c\u305f\u306e\u3067\u3059\u304c\u3001\u7279\u306b\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u4e2d\u56fd\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u9593\u306e\u4e56\u96e2\u306b\u3064\u3044\u3066\u8a71\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3082\u3046\u3072\u3068\u3064\u306e\u7af6\u5408\u3067\u3042\u308b\u30b3\u30a2\u30fb\u30cf\u30fc\u30c9\u30c7\u30a3\u30b9\u30af\u30fb\u30c9\u30e9\u30a4\u30d6\u306f\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u9700\u8981\u304c\u6e1b\u5c11\u3057\u3001\u5927\u91cf\u306e\u5728\u5eab\u304c\u767a\u751f\u3057\u305f\u3068\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u9055\u3044\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u8aac\u660e\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

\u5148\u307b\u3069\u306e\u8cea\u554f\u306b\u5bfe\u3059\u308b\u552f\u4e00\u306e\u8aac\u660e\u306f\u3001\u5f53\u793e\u306e\u30b5\u30fc\u30d3\u30b9\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u304b\u306a\u308a\u5e83\u7bc4\u56f2\u306b\u53ca\u3093\u3067\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u73fe\u5728\u3001RAID\u3084MegaRAID\u306e\u3088\u3046\u306a\u975e\u5e38\u306b\u5927\u304d\u306a\u5206\u91ce\u304c\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3059\u304c\u3001\u7279\u306b\u304b\u306a\u308a\u3001MegaRAID\u3088\u308a\u3082\u591a\u304f\u306e\u5206\u91ce\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3067\u3059\u3002\u304b\u306a\u308a\u5e83\u7bc4\u56f2\u306b\u6e21\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u660e\u3089\u304b\u306b\u3044\u304f\u3064\u304b\u306e\u30d7\u30c3\u30c8\u3068\u30c6\u30a4\u30af\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u4fa1\u5024\u3042\u308b\u3082\u306e\u3092\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n

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

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

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

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

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

\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30a8\u30c9\u30ef\u30fc\u30c9\u30fb\u30b9\u30ca\u30a4\u30c0\u30fc\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30a8\u30c9\u30ef\u30fc\u30c9\u30fb\u30b9\u30ca\u30a4\u30c0\u30fc — \u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u30fb\u30ea\u30b5\u30fc\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u3001\u30ef\u30a4\u30e4\u30ec\u30b9\u4e8b\u696d\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u30ef\u30a4\u30e4\u30ec\u30b9\u4e8b\u696d\u306f\u3088\u308a\u5c0f\u58f2\u306b\u7279\u5316\u3057\u3066\u304a\u308a\u3001\u4e0d\u6cc1\u306b\u898b\u821e\u308f\u308c\u305f\u5834\u5408\u3001\u304a\u305d\u3089\u304f\u6700\u521d\u306b\u76f4\u9762\u3059\u308b\u4e8b\u696d\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u975e\u5e38\u306b\u5805\u5b9f\u306a\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305a\u3001\u78ba\u5b9a\u3057\u305f\u53d7\u6ce8\u6b8b\u9ad8\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30e2\u30c7\u30eb\u30a4\u30e4\u30fc\u304c\u59cb\u307e\u308b\u3068\u3001\u305d\u306e\u5e74\u306e\u7dcf\u6570\u304c\u4e88\u6e2c\u3055\u308c\u307e\u3059\u304c\u3001\u78ba\u5b9a\u3057\u305f\u53d7\u6ce8\u306f\u3057\u3070\u3089\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u306f\u3001\u305d\u306e\u78ba\u5b9a\u53d7\u6ce8\u3084\u53d7\u6ce8\u305d\u306e\u3082\u306e\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u7279\u5fb4\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f30\u65e5\u3067\u3059\u304b\u300160\u65e5\u3067\u3059\u304b\uff1f\u3082\u3057\u5909\u5316\u304c\u3042\u308b\u3068\u3059\u308c\u3070\u3001\u305d\u308c\u306f\u3044\u3064\u9803\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u304b\u3089\u3001\u6765\u5e74\u3042\u305f\u308a\u3001\u5fa1\u793e\u306e\u6700\u5927\u306e\u9867\u5ba2\u306b\u304a\u3051\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u5168\u4f53\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u304b\u306b\u3064\u3044\u3066\u89e6\u308c\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u660e\u3089\u304b\u306b\u4e2d\u6838\u5206\u91ce\u306e\u4e00\u90e8\u3067\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

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

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u8208\u5473\u6df1\u3044\u8cea\u554f\u3067\u3059\u306e\u3067\u3001\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u307e\u305a\u3001\u53d7\u6ce8\u3084\u51fa\u8377\u306e\u898b\u901a\u3057\u3068\u3044\u3046\u306e\u306f\u3001\u7b2c1\u56db\u534a\u671f\u3057\u304b\u3054\u6848\u5185\u3057\u3066\u3044\u307e\u305b\u3093\u306e\u3067\u3001\u7b2c1\u56db\u534a\u671f\u3057\u304b\u7533\u3057\u4e0a\u3052\u3089\u308c\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002<\/p>\n

\u3053\u308c\u306f\u3059\u3079\u3066……\u79c1\u305f\u3061\u306f\u3053\u308c\u307e\u3067\u3059\u3079\u3066\u7d19\u306e\u4e0a\u306e\u53d7\u6ce8\u3067\u3057\u305f\u3002\u3053\u308c\u306f\u5b9f\u969b\u306e\u53d7\u6ce8\u3067\u3001\u30ad\u30e3\u30f3\u30bb\u30eb\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u7cbe\u67fb\u3057\u305f\u7bc4\u56f2\u5185\u3067\u3001\u304a\u5ba2\u69d8\u304c\u5fc5\u8981\u3068\u3055\u308c\u308b\u3068\u601d\u308f\u308c\u308b\u51fa\u8377\u4e88\u5b9a\u53f0\u6570\u3092\u304a\u77e5\u3089\u305b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u624b\u306b\u5165\u308c\u305f\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u304c\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3055\u308c\u305f\u30aa\u30fc\u30c0\u30fc\u3067\u3059\u3002\u3053\u308c\u306f\u4e88\u6e2c\u3067\u306f\u306a\u304f\u3001\u7279\u306b\u7b2c1\u56db\u534a\u671f\u306b\u3064\u3044\u3066\u306f\u30011\u6708\u672b\u307e\u3067\u3067\u3059\u30021\u6708\u672b\u4ee5\u964d\u3082\u53d7\u6ce8\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u78ba\u7d04\u3055\u308c\u305f\u53d7\u6ce8\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u540c\u3058\u610f\u5473\u3067\u3001\u53ce\u76ca\u4e88\u6e2c\u3082\u304b\u306a\u308a\u78ba\u7d04\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u306f\u3063\u304d\u308a\u7533\u3057\u4e0a\u3052\u3066\u304a\u304d\u307e\u3059\u3002\u3061\u306a\u307f\u306b\u3001\u305d\u306e\u304a\u5ba2\u3055\u307e\u304b\u3089\u306f\u304b\u306a\u308a\u826f\u3044\u898b\u901a\u3057\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u4e0a\u3067\u3001\u3054\u8cea\u554f\u306e2\u756a\u76ee\u306e\u90e8\u5206\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u5897\u52a0\u306b\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4f55\u5e74\u304b\u306b\u308f\u305f\u3063\u3066\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u5e38\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u5317\u7c73\u306e\u304a\u5ba2\u3055\u307e\u304c\u307b\u3068\u3093\u3069\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u3068\u547c\u3093\u3067\u3044\u308b\u3044\u304f\u3064\u304b\u306e\u88fd\u54c1\u30e9\u30a4\u30f3\u3067\u306f\u3001\u4eca\u3067\u3082\u975e\u5e38\u306b\u6709\u5229\u306a\u4f4d\u7f6e\u306b\u3064\u3051\u3066\u3044\u307e\u3059\u3002Wi-Fi\u3001Bluetooth\u3001RF\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u3001\u30bf\u30c3\u30c1\u30b9\u30af\u30ea\u30fc\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u3001\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30df\u30c3\u30af\u30b9\u30c9\u30b7\u30f3\u30b0\u30eb\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u88fd\u54c1\u304c\u3042\u308a\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u3053\u308c\u3089\u306e\u5206\u91ce\u306f\u79c1\u305f\u3061\u304c\u6700\u3082\u5f97\u610f\u3068\u3059\u308b\u3068\u3053\u308d\u3067\u3042\u308a\u3001\u6700\u9ad8\u306e\u6280\u8853\u3092\u6301\u3061\u3001\u304a\u5ba2\u69d8\u306b\u4fa1\u5024\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3068\u4fe1\u3058\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u81ea\u5206\u305f\u3061\u304c\u30d9\u30b9\u30c8\u3067\u306a\u3044\u3082\u306e\u3092\u898b\u3064\u3051\u3066\u3001\u4ed6\u306e\u8ab0\u304b\u304b\u3089\u30b7\u30a7\u30a2\u3092\u596a\u304a\u3046\u3068\u3059\u308b\u7406\u7531\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u7af6\u5408\u4ed6\u793e\u306e\u8003\u3048\u65b9\u3082\u540c\u3058\u3088\u3046\u306b\u5f53\u3066\u306f\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002<\/p>\n

\u30a8\u30c9\u30ef\u30fc\u30c9\u30fb\u30b9\u30ca\u30a4\u30c0\u30fc — \u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u30fb\u30ea\u30b5\u30fc\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3057\u304b\u3057\u3001\u7af6\u4e89\u74b0\u5883\u304c\u5909\u5316\u3057\u3066\u3001\u7279\u306b\u6765\u5e74\u4ee5\u964d\u306eRF\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u72b6\u6cc1\u304c\u96e3\u3057\u304f\u306a\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u306a\u3044\u3088\u3046\u3067\u3059\u306d\u3002<\/p>\n

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

\u7b54\u3048\u306f\u30ce\u30fc\u3067\u3059\u3002<\/p>\n

\u30a8\u30c9\u30ef\u30fc\u30c9\u30fb\u30b9\u30ca\u30a4\u30c0\u30fc — \u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u30fb\u30ea\u30b5\u30fc\u30c1 — \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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u6700\u5f8c\u306e\u8cea\u554f\u306f\u3001\u30cb\u30e5\u30fc\u30fb\u30b9\u30c8\u30ea\u30fc\u30c8\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30d4\u30a8\u30fc\u30eb\u30fb\u30d5\u30a7\u30e9\u30fc\u30b0\u6c0f\u304b\u3089\u3067\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

\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u30012023\u5e74\u306f\u30d5\u30eb\u30d6\u30c3\u30ad\u30f3\u30b0\u3060\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u305d\u306e\u4ef6\u306b\u95a2\u3057\u3066\u306f\u3001\u591a\u304f\u306e\u8cea\u554f\u304c\u3042\u308a\u307e\u3057\u305f\u306d\u3002\u305d\u3053\u3067\u3001\u6700\u5f8c\u306e1\u3064\u3092\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u3092\u5148\u306b\u8b1d\u3063\u3066\u304a\u304d\u307e\u3059\u3002<\/p>\n

2023\u5e74\u901a\u671f\u3067\u3001\u3069\u3053\u304c\u4e00\u756a\u4f38\u3073\u3066\u3001\u3069\u3053\u304c\u4e00\u756a\u4f38\u3073\u306a\u3044\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u6570\u5b57\u304c\u51fa\u305b\u306a\u3044\u306e\u306f\u5206\u304b\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u30ac\u30a4\u30c9\u3082\u3057\u305f\u304f\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u3002\u305d\u308c\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u901a\u671f\u306e\u53d7\u6ce8\u52d5\u5411\u306b\u3064\u3044\u3066\u3001\u3069\u3053\u304c\u6025\u6210\u9577\u3057\u3001\u3069\u3053\u304c\u920d\u5316\u3057\u3066\u3044\u308b\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

\u30a4\u30f3\u30d5\u30e9\u306f\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u3082\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u975e\u5e38\u306b\u3088\u304f\u6301\u3061\u3053\u305f\u3048\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30a4\u30f3\u30d5\u30e9\u3092\u898b\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u901a\u4fe1\u4e8b\u696d\u8005\u306e\u3088\u3046\u306a\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3067\u306f\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u30a2\u30af\u30bb\u30b9\u3001\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u306b\u5f37\u307f\u3092\u767a\u63ee\u3057\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u5927\u4f01\u696d\u306eIT\u6295\u8cc7\u984d\u304c2023\u5e74\u307e\u3067\u306b\u524a\u6e1b\u3055\u308c\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u3001\u305d\u308c\u3082\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306e\u304a\u5ba2\u69d8\u3067\u3001IT\u4e88\u7b97\u304c22\u5e74\u4ee5\u964d\u306b\u6e1b\u5c11\u3059\u308b\u3068\u3044\u3046\u30b1\u30fc\u30b9\u306f\u3042\u307e\u308a\u898b\u304b\u3051\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u8fd1\u4ee3\u5316\u3001\u305d\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u3092\u7d99\u7d9a\u3059\u308b\u3053\u3068\u304c\u5207\u5b9f\u306a\u30cb\u30fc\u30ba\u3068\u306a\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u4e16\u754c\u7684\u306a\u666f\u6c17\u5f8c\u9000\u306e\u53ef\u80fd\u6027\u3092\u6bce\u65e5\u805e\u304b\u3055\u308c\u3066\u3044\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u3053\u308c\u307b\u3069\u660e\u78ba\u306a\u524a\u6e1b\u304c\u884c\u308f\u308c\u306a\u304b\u3063\u305f\u306e\u306f\u3001\u305d\u308c\u3060\u3051\u304c\u7406\u7531\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Pierre Ferragu — New Street Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/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

\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\u305d\u308c\u3067\u306f\u3001\u3053\u308c\u4ee5\u4e0a\u3054\u8cea\u554f\u306f\u3054\u3056\u3044\u307e\u305b\u3093\u306e\u3067\u3001\u6700\u5f8c\u306bJi Yoo\u304b\u3089\u3054\u6328\u62f6\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30b8\u30fb\u30e6 — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u306e\u8cac\u4efb\u8005<\/p>\n

\u30b7\u30a7\u30ea\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Broadcom \u306f\u73fe\u5728\u30012023 \u5e74 3 \u6708 2 \u65e5 (\u6728) \u306e\u5e02\u5834\u7d42\u4e86\u5f8c\u306b\u3001\u7b2c 23 \u4f1a\u8a08\u5e74\u5ea6\u306e\u7b2c 1 \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\u6a19\u6e96\u6642\u306e\u5348\u5f8c 2 \u6642\u306b\u884c\u308f\u308c\u307e\u3059\u3002<\/p>\n

\u4ee5\u4e0a\u3067\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3092\u7d42\u4e86\u3057\u307e\u3059\u3002\u3054\u53c2\u52a0\u3044\u305f\u3060\u3044\u305f\u7686\u69d8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30b7\u30a7\u30ea\u30fc\u3001\u901a\u8a71\u3092\u7d42\u4e86\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

 <\/p>\n

 <\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\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":"

\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 (AVGO)2022 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u597d\u6c7a\u7b97\u3067\u826f\u3044\u611f\u3058\u3067\u3059\u306d\u3002\u4eca\u5f8c\u306eCPI\u6b21\u7b2c\u3067\u306f\u3042\u308a\u307e\u3059\u304c\u524d\u56de\u306e\u9ad8\u5024\u3092\u8d85\u3048\u3066\u3044\u304f\u3053\u3068\u3092\u671f\u5f85\u3057\u305f\u3044\u3067\u3059\u306d\u3002 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306f\u9700\u8981\u306f\u826f\u3044\u3088\u3046\u306a … <\/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":[456,455,255,105,83],"class_list":{"0":"post-2251","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-105","12":"tag-83"},"yoast_head":"\n\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 (AVGO)2022 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\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 (AVGO)2022 \u5e74\u7b2c 4 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