{"id":2531,"date":"2023-07-29T08:58:34","date_gmt":"2023-07-28T23:58:34","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2531"},"modified":"2023-07-29T08:58:34","modified_gmt":"2023-07-28T23:58:34","slug":"%e3%83%a9%e3%83%a0%e3%83%aa%e3%82%b5%e3%83%bc%e3%83%81-lrcx-2023%e5%b9%b4%e7%ac%ac2%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=2531","title":{"rendered":"\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u30ac\u30a4\u30c0\u30f3\u30b9\u8d8a\u3048\u306e\u597d\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u524d\u56de\u9ad8\u5024\u4ed8\u8fd1\u307e\u3067\u9ad8\u9a30\u3057\u307e\u3057\u305f\u306d\u3002\u534a\u5c0e\u4f53\u306f\u4eca\u5f8c\u3082\u91cd\u8981\u306a\u306e\u3067\u6ce8\u76ee\u3057\u3066\u307e\u3059\u3002<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2536 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19.png\" alt=\"\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )\u682a\u4fa1\" width=\"1442\" height=\"807\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19.png 1442w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19-300x168.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19-1024x573.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19-768x430.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/07\/LRCX_2023-07-29_08-50-19-940x526.png 940w\" sizes=\"auto, (max-width: 1442px) 100vw, 1442px\" \/><\/p>\n<p>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )\u682a\u4fa1&nbsp;<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nTina Correia &#8212; Corporate Vice President, Corporate Finance and Investor Relations<br \/>\nTim Archer &#8212; President and Chief Executive Officer<br \/>\nDoug Bettinger &#8212; Executive Vice President, Chief Financial Officer<br \/>\nHarlan Sur &#8212; JPMorgan Chase and Company &#8212; Analyst<br \/>\nC.J. Muse &#8212; Evercore ISI &#8212; Analyst<br \/>\nKrish Sankar &#8212; TD Cowen &#8212; Analyst<br \/>\nTim Arcuri &#8212; UBS &#8212; Analyst<br \/>\nBrian Chin &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nToshiya Hari &#8212; Goldman Sachs &#8212; Analyst<br \/>\nAtif Malik &#8212; Citi &#8212; Analyst<br \/>\nJoe Moore &#8212; Morgan Stanley &#8212; Analyst<br \/>\nVivek Arya &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nStacy Rasgon &#8212; AllianceBernstein &#8212; Analyst<br \/>\nBlayne Curtis &#8212; Barclays &#8212; Analyst<br \/>\nVijay Rakesh &#8212; Mizuho Securities &#8212; Analyst<br \/>\nMore LRCX analysis<\/p>\n<p>2023\u5e747\u670826\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>&nbsp;<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3\u306e2023\u5e746\u6708\u56db\u534a\u671f\u8ca1\u52d9\u30b3\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u306b\u3088\u3046\u3053\u305d\u3002[\u672c\u65e5\u306e\u30a4\u30d9\u30f3\u30c8\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u306f\u3001\u3053\u306e\u5834\u3092\u30c6\u30a3\u30ca\u30fb\u30b3\u30ec\u30a4\u30a2\u306b\u304a\u8b72\u308a\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3046\u305e\u3002<\/p>\n<p>\u30c6\u30a3\u30ca\u30fb\u30b3\u30ec\u30a4\u30a2 &#8212; \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u304a\u3088\u3073\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53<\/p>\n<p>\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1\u793e\u306e\u56db\u534a\u671f\u6c7a\u7b97\u96fb\u8a71\u4f1a\u8b70\u306b\u3088\u3046\u3053\u305d\u3002\u672c\u65e5\u306f\u3001\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u306e\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc\u3068\u3001\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u306e\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30ac\u30fc\u304c\u51fa\u5e2d\u3044\u305f\u3057\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u4e8b\u696d\u74b0\u5883\u306e\u6982\u8981\u3092\u3054\u8aac\u660e\u3057\u30012023\u5e746\u6708\u671f\u306e\u696d\u7e3e\u30682023\u5e749\u6708\u671f\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u6c7a\u7b97\u306e\u8a73\u7d30\u3092\u8a18\u3057\u305f\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u672c\u65e5\u5348\u5f8c1\u6642\u904e\u304e\uff08\u592a\u5e73\u6d0b\u6642\u9593\uff09\u306b\u914d\u4fe1\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u4f7f\u7528\u3059\u308b\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30e9\u30a4\u30c9\u3068\u3068\u3082\u306b\u3001\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u60c5\u5831\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u3082\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u672c\u65e5\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304a\u3088\u3073\u8cea\u7591\u5fdc\u7b54\u306b\u306f\u3001SEC\u63d0\u51fa\u66f8\u985e\u306b\u958b\u793a\u3055\u308c\u3066\u3044\u308b\u300c\u30ea\u30b9\u30af\u8981\u56e0\u300d\u306b\u53cd\u6620\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u4f34\u3046\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u8ffd\u52a0\u60c5\u5831\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u6dfb\u4ed8\u30b9\u30e9\u30a4\u30c9\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u672c\u65e5\u306e\u6c7a\u7b97\u306b\u95a2\u3059\u308b\u8aac\u660e\u306f\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6570\u5024\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002GAAP\u30d9\u30fc\u30b9\u306e\u696d\u7e3e\u3068\u975eGAAP\u30d9\u30fc\u30b9\u306e\u696d\u7e3e\u306e\u8a73\u7d30\u306a\u8abf\u6574\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u6dfb\u4ed8\u30b9\u30e9\u30a4\u30c9\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306f\u5348\u5f8c3\u6642\u307e\u3067\u3092\u4e88\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30b3\u30fc\u30eb\u306e\u30ea\u30d7\u30ec\u30a4\u306f\u3001\u4eca\u65e5\u306e\u5348\u5f8c\u9045\u304f\u306b\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u901a\u8a71\u3092\u30c6\u30a3\u30e0\u306b\u5f15\u304d\u7d99\u304e\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30c6\u30a3\u30ca\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e9\u30e0\u306e6\u6708\u671f\u306e\u696d\u7e3e\u306f\u597d\u8abf\u3067\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3001\u55b6\u696d\u5229\u76ca\u7387\u30011\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f\u3001\u305d\u308c\u305e\u308c\u76ee\u6a19\u5024\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002CFPG\u306f\u5f53\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306e47\uff05\u3092\u5360\u3081\u3001\u30e9\u30e0\u306e\u5f37\u307f\u3068\u5b89\u5b9a\u6027\u3092\u793a\u3059\u91cd\u8981\u306a\u5206\u91ce\u3068\u3057\u3066\u969b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u64cd\u696d\u9762\u3067\u306f\u3001\u5f53\u56db\u534a\u671f\u306b\u7d0d\u671f\u9075\u5b88\u3068\u91cd\u8981\u306a\u30d0\u30c3\u30af\u30aa\u30fc\u30c0\u30fc\u306e\u5927\u5e45\u306a\u6539\u5584\u3092\u9054\u6210\u3057\u3001\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u524d\u306e\u6b63\u5e38\u5316\u3057\u305f\u30ec\u30d9\u30eb\u306b\u623b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5f53\u793e\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u88fd\u9020\u304a\u3088\u3073\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u5f3e\u529b\u6027\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u304a\u308a\u3001\u77ed\u671f\u7684\u306b\u306f\u4e88\u6e2c\u53ef\u80fd\u6027\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u3088\u308a\u91cd\u8981\u306a\u3053\u3068\u306f\u3001WFE 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\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u3042\u3001CJ\u3002\u5b9f\u969b\u3001\u30e9\u30e0\u306e\u9996\u8133\u9663\u3068\u8a71\u3092\u3059\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u7686\u3001\u4f1a\u793e\u306e\u7d4c\u55b6\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u3053\u3068\u306b\u304b\u306a\u308a\u6e80\u8db3\u3057\u3066\u3044\u308b\u3068\u601d\u3046\u3002\u305d\u3057\u3066\u305d\u308c\u306f\u3001\u79c1\u304c\u4e88\u60f3\u3057\u3066\u3044\u305f\u3088\u308a\u3082\u65e9\u304f\u9032\u3093\u3060\u3068\u601d\u3044\u307e\u3059\u3002100\u30d9\u30fc\u30b7\u30b9\u30fb\u30dd\u30a4\u30f3\u30c8\u306e\u6539\u5584\u306f\u660e\u3089\u304b\u306b\u8d85\u3048\u3066\u3044\u307e\u3059\u3002\u3068\u306f\u3044\u3048\u30019\u6708\u306e\u6570\u5b57\u306b\u306f\u30df\u30c3\u30af\u30b9\u306b\u95a2\u9023\u3059\u308b\u8981\u7d20\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3092\u6b63\u78ba\u306b\u6570\u5024\u5316\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u7d4c\u55b6\u7684\u306b\u306f\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u300212\u6708\u306b\u3064\u3044\u3066\u306f\u307e\u3060\u3054\u6848\u5185\u3067\u304d\u308b\u6bb5\u968e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u73fe\u72b6\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3057\u30011\u6708\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u304a\u8a71\u3057\u3057\u305f100\u30d9\u30fc\u30b7\u30b9\u306e\u6539\u5584\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>C.J.\u30df\u30e5\u30fc\u30ba &#8212; Evercore ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u76ee\u306e\u8cea\u554f\u306fCSBG\u306b\u95a2\u3059\u308b\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30ea\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001CSBG\u306e\u5229\u7528\u304c\u56de\u5fa9\u3059\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; 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&#8212; Evercore ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3067\u306f\u30019\u6708\u306bCSBG\u3092\u30e2\u30c7\u30eb\u30a2\u30c3\u30d7\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>CJ\u3001\u79c1\u306f\u58f2\u4e0a\u9ad8\u309234\u5104\u30c9\u30eb\u3068\u4e88\u60f3\u3057\u307e\u3057\u305f\u3002\u7af6\u4e89\u76f8\u624b\u306e\u3053\u3068\u306f\u3069\u3046\u306b\u3067\u3082\u3067\u304d\u308b\u3002\u3042\u306a\u305f\u306f\u5408\u8a08\u306e\u6570\u5b57\u3092\u624b\u306b\u3057\u305f\u306e\u3060\u304b\u3089\u3002<\/p>\n<p>C.J.\u30df\u30e5\u30fc\u30ba &#8212; \u30a8\u30d0\u30fc\u30b3\u30a2ISI &#8212; 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&#8212; Stifel Financial Corp.<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u5341\u5206\u3067\u3059\u3002\u79c1\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u304c\u3001\u660e\u3089\u304b\u306b\u9ad8\u5e2f\u57df\u5e45DRAM\u306b\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c6\u30a3\u30e0\u3055\u3093\u306f\u3001SSD\u3084\u30d5\u30e9\u30c3\u30b7\u30e5\u30b9\u30c8\u30ec\u30fc\u30b8\u304c\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u306b\u679c\u305f\u3059\u5f79\u5272\u306b\u3064\u3044\u3066\u3001\u3069\u3046\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u300110\u5104\u30c9\u30eb\u304b\u308915\u5104\u30c9\u30eb\u306eWFE\u6295\u8cc7\u306b\u304a\u3044\u3066\u3001AI\u30b5\u30fc\u30d0\u30fc\u306e\u666e\u53ca\u7387\u304c1\uff05\u306b\u306a\u308b\u3053\u3068\u306f\u7e54\u308a\u8fbc\u307f\u6e08\u307f\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; 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&#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5206\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u30e1\u30e2\u30ea\u30fcWP\u304c40\uff05\u53f0\u534a\u3070\u307e\u3067\u843d\u3061\u8fbc\u3093\u3067\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u305d\u306e\u4e2d\u3067\u3001DRAM\u3068NAND\u304c\u3069\u306e\u3088\u3046\u306b\u5206\u304b\u308c\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001DRAM\u3068NAND\u306e\u4e21\u65b9\u306b\u3064\u3044\u3066\u3001\u3053\u306e90\u65e5\u9593\u3067\u30011\u56db\u534a\u671f\u524d\u306e\u72b6\u6cc1\u306b\u5bfe\u3057\u3066\u898b\u65b9\u304c\u5909\u308f\u308a\u307e\u3057\u305f\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517cCEO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002NAND\u306f\u660e\u3089\u304b\u306b\u60aa\u3044\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u524d\u5e74\u540c\u671f\u6bd4\u306775\uff05\u7a0b\u5ea6\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u660e\u3089\u304b\u306b\u305d\u306e\u901a\u308a\u3067\u3057\u305f\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001DRAM\u306f40\uff05\u53f0\u534a\u3070\u306e\u6e1b\u5c11\u306b\u3068\u3069\u307e\u308a\u307e\u3057\u305f\u3002\u5909\u5316\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u5148\u307b\u3069HBM\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u5c11\u3057\u6539\u5584\u304c\u898b\u3089\u308c\u3001DRAM\u304c\u3053\u3046\u3057\u305f\u30c8\u30ec\u30f3\u30c9\u306e\u7d50\u679c\u3068\u3057\u3066\u6700\u521d\u306b\u56de\u5fa9\u3059\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u3044\u3046\u697d\u89b3\u7684\u306a\u898b\u65b9\u3082\u51fa\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u9867\u5ba2\u3068\u8a71\u3092\u3057\u305f\u3060\u3051\u3067\u3001\u3053\u305324\u6642\u9593\u3067\u3001NAND\u306e\u3055\u3089\u306a\u308b\u524a\u6e1b\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u9867\u5ba2\u3082\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>DRAM\u306e\u7a3c\u50cd\u7387\u306f\u307e\u3060\u4e0b\u304c\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u307e\u3060\u304b\u306a\u308a\u4f4e\u3044\u6c34\u6e96\u3067\u3059\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3069\u3046\u3044\u305f\u3057\u307e\u3057\u3066\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30d6\u30ec\u30a4\u30f3\u30fb\u30ab\u30fc\u30c6\u30a3\u30b9\u3067\u3059\u3002\u3054\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n<p>\u30d6\u30ec\u30a4\u30f3\u30fb\u30ab\u30fc\u30c6\u30a3\u30b9 &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u6642\u9593\u3092\u5272\u3044\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u30b9\u30c6\u30a4\u30b7\u30fc\u304c\u8cea\u554f\u3057\u305f\u3053\u3068\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u3002\u3061\u3087\u3063\u3068\u6df7\u4e71\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3042\u306a\u305f\u306fWFE\u306e\u898b\u901a\u3057\u3092\u6570\u5341\u5104\u30c9\u30eb\u5f15\u304d\u4e0a\u3052\u305f\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u30e1\u30e2\u30ea\u306e\u8a71\u3092\u3059\u308b\u3068\u3001NAND\u306f\u6a2a\u3070\u3044\u306e\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u3002DRAM\u306e\u4f38\u3073\u304c\u3069\u306e\u7a0b\u5ea6\u306a\u306e\u304b\u6c17\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u308c\u3068\u3082\u30019\u6708\u306b\u5165\u3063\u3066\u304b\u3089\u306e\u4f38\u3073\u306f\u3001\u30b9\u30c6\u30a4\u30b7\u30fc\u304c\u8cea\u554f\u3057\u3066\u3044\u305f\u3088\u3046\u306a\u4e2d\u56fd\u3067\u306e\u4f38\u3073\u304c\u5927\u304d\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30ac\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30c6\u30a3\u30e0\u306f2\u3064\u306e\u3053\u3068\u3092\u6307\u6458\u3057\u3066\u3044\u307e\u3057\u305f\u3002WFE\u306e\u5927\u5e45\u306a\u5897\u52a0\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u3053\u308c\u3089\u304c\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Blayne Curtis &#8212; Barclays &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u304b\u3089\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30ed\u30b8\u30c3\u30af\u306b\u306f2\u3064\u306e\u30e0\u30fc\u30d3\u30f3\u30b0\u30d4\u30fc\u30b9\u304c\u3042\u308b\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u30ea\u30fc\u30c7\u30a3\u30f3\u30b0\u30a8\u30c3\u30c1\u306b\u9045\u308c\u304c\u51fa\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002\u307e\u305f\u3001\u4e3b\u8981\u306a\u30a8\u30c3\u30c1\u30f3\u30b0\u88c5\u7f6e\u3067\u9045\u308c\u304c\u51fa\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u306e2\u3064\u306e\u8981\u56e0\u306e\u9593\u306b\u3042\u308b\u4e2d\u56fd\u4ee5\u5916\u306e\u8981\u56e0\u306b\u3064\u3044\u3066\u3001\u4eca\u5e74\u4e0b\u534a\u671f\u306e\u898b\u901a\u3057\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30ac\u30fc &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u4e00\u822c\u7684\u306b\u306f\u3001WFE\u304c40\uff05\u53f0\u534a\u3070\u306e\u4e0b\u843d\u3001\u30e1\u30e2\u30ea\u304c40\uff05\u53f0\u534a\u3070\u306e\u4e0b\u843d\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u306e\u30ed\u30b8\u30c3\u30af\u304c\u793a\u5506\u3055\u308c\u305f\u683c\u4ed8\u3051\u304c\u3069\u3053\u306b\u3042\u308b\u304b\u306f\u3054\u5b58\u3058\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u304a\u3088\u305d10\uff05\u306e\u4e0b\u843d\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u901a\u308a\u3001\u6700\u5148\u7aef\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30ed\u30b8\u30c3\u30af\u304c\u5c11\u3057\u8edf\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u524d\u56db\u534a\u671f\u306b\u3082\u5c11\u3057\u304a\u8a71\u3057\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u304c\u4f55\u304b\u8ffd\u52a0\u7684\u306a\u3053\u3068\u3092\u8ff0\u3079\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u304a\u305d\u3089\u304f\u3001\u79c1\u305f\u3061\u306f\u4ed6\u306e\u4eba\u305f\u3061\u304c\u6c17\u3065\u304b\u306a\u304b\u3063\u305f\u3053\u3068\u3092\u3001\u4ed6\u306e\u4eba\u305f\u3061\u3088\u308a\u3082\u65e9\u304f\u898b\u3064\u3051\u305f\u306e\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u304c\u73fe\u5728\u306e\u72b6\u6cc1\u3067\u3059\u3002<\/p>\n<p>Blayne Curtis &#8212; Barclays &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30c0\u30b0\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30d6\u30ec\u30a4\u30f3\u3002<\/p>\n<p>\u30c6\u30a3\u30ca\u30fb\u30b3\u30ec\u30a4\u30a2 &#8212; \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u517c\u6295\u8cc7\u5bb6\u5bfe\u5fdc\u62c5\u5f53<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3082\u30461\u3064\u8cea\u554f\u306e\u6642\u9593\u304c\u3042\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u7686\u3055\u3093\u3001\u6700\u5f8c\u306e\u8cea\u554f\u306f\u307f\u305a\u307b\u306e\u30d3\u30b8\u30a7\u30a4\u30fb\u30e9\u30b1\u30b7\u30e5\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3054\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n<p>\u30f4\u30a3\u30b8\u30a7\u30a4\u30fb\u30e9\u30b1\u30b7\u30e5 &#8212; \u307f\u305a\u307b\u8a3c\u5238 &#8212; 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\u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5206\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089AI\u306e\u9762\u3067\u306f\u3001\u5927\u304d\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3068\u3057\u3066\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u6319\u3052\u3066\u3044\u307e\u3059\u306d\u3002CoWoS\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u3064\u3044\u3066\u3001\u3042\u306a\u305f\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306e\u5927\u304d\u3055\u3068\u3001\u6765\u5e74\u305d\u308c\u304c\u3069\u306e\u3088\u3046\u306b\u6210\u9577\u3059\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; 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&#8212; \u307f\u305a\u307b\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5206\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; 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href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u30ac\u30a4\u30c0\u30f3\u30b9\u8d8a\u3048\u306e\u597d\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u524d\u56de\u9ad8\u5024\u4ed8\u8fd1\u307e\u3067\u9ad8\u9a30\u3057\u307e\u3057\u305f\u306d\u3002\u534a\u5c0e\u4f53\u306f\u4eca\u5f8c\u3082\u91cd\u8981\u306a\u306e\u3067\u6ce8\u76ee\u3057\u3066\u307e\u3059\u3002 \u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX )\u682a\u4fa1&#038;nbsp &#8230; 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