{"id":2668,"date":"2024-01-18T21:52:49","date_gmt":"2024-01-18T12:52:49","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2668"},"modified":"2024-01-18T21:52:49","modified_gmt":"2024-01-18T12:52:49","slug":"%e5%8f%b0%e6%b9%be%e3%82%bb%e3%83%9f%e3%82%b3%e3%83%b3%e3%83%80%e3%82%af%e3%82%bf%e3%83%bc%e3%83%bb%e3%83%9e%e3%83%8b%e3%83%a5%e3%83%95%e3%82%a1%e3%82%af%e3%83%81%e3%83%a3%e3%83%aa%e3%83%b3%e3%82%b0","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2668","title":{"rendered":"\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\u30fb\u30de\u30cb\u30e5\u30d5\u30a1\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc (TSM)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\u30fb\u30de\u30cb\u30e5\u30d5\u30a1\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc (TSM)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

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2024 \u5e74 1 \u6708 18 \u65e5\u3001\u6771\u90e8\u6642\u9593\u5348\u524d 1 \u6642<\/p>\n

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\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306f27\uff05\u5897\u52a0\u305743\uff05\u3092\u5360\u3081\u305f\u3002 IoT \u306f 29% \u6e1b\u5c11\u3057\u30015% \u3092\u5360\u3081\u307e\u3057\u305f\u3002 \u81ea\u52d5\u8eca\u306f13%\u5897\u52a0\u3057\u30015%\u3092\u5360\u3081\u307e\u3057\u305f\u3002 \u307e\u305f\u3001DCE \u306f 35% \u6e1b\u5c11\u3057\u30012% \u3092\u5360\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u901a\u5e74\u30d9\u30fc\u30b9\u3067\u306f\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001IoT\u3001DCE\u306f\u305d\u308c\u305e\u308c8%\u300117%\u300116%\u6e1b\u5c11\u3057\u305f\u3002 HPC \u306f\u6a2a\u3070\u3044\u3067\u3057\u305f\u304c\u3001\u81ea\u52d5\u8eca\u306f 2023 \u5e74\u306b 15% \u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u5168\u4f53\u3068\u3057\u3066\u3001HPC \u306f 2023 \u5e74\u306e\u53ce\u76ca\u306e 43% \u3092\u5360\u3081\u307e\u3057\u305f\u3002 \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u300138%\u3002 IoT\u30018%\u3002 \u305d\u3057\u3066\u81ea\u52d5\u8eca\u30016%\u3002 \u8cb8\u501f\u5bfe\u7167\u8868\u306b\u79fb\u308a\u307e\u3059\u3002<\/p>\n

\u5f53\u793e\u306f\u7b2c 4 \u56db\u534a\u671f\u3092 1 \u5146 7,000 \u5104\u53f0\u6e7e\u30c9\u30eb\u3001\u3064\u307e\u308a 550 \u5104\u30c9\u30eb\u306e\u73fe\u91d1\u304a\u3088\u3073\u6709\u4fa1\u8a3c\u5238\u3067\u7d42\u3048\u307e\u3057\u305f\u3002 \u8ca0\u50b5\u5074\u3067\u306f\u3001\u4e3b\u306b\u8cb7\u639b\u91d1\u306e\u6e1b\u5c11\u306b\u3088\u308a\u3001\u6d41\u52d5\u8ca0\u50b5\u304c560\u5104\u53f0\u6e7e\u30c9\u30eb\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002 \u8ca1\u52d9\u6bd4\u7387\u3067\u306f\u3001\u58f2\u639b\u91d1\u65e5\u6570\u306f 4 \u65e5\u6e1b\u5c11\u3057\u3066 31 \u65e5\u3068\u306a\u308a\u3001\u5728\u5eab\u65e5\u6570\u3082 11 \u65e5\u6e1b\u5c11\u3057\u3066 85 \u65e5\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e3b\u306b 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30a6\u30a7\u30fc\u30cf\u306e\u51fa\u8377\u91cf\u304c\u5897\u52a0\u3057\u305f\u305f\u3081\u3067\u3059\u3002 \u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3068\u8a2d\u5099\u6295\u8cc7\u306b\u95a2\u3057\u3066\u306f\u3001\u7b2c 4 \u56db\u534a\u671f\u4e2d\u306b\u3001\u5f53\u793e\u306f\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u3067\u7d04 3,950 \u5104\u53f0\u6e7e\u30c9\u30eb\u3092\u751f\u307f\u51fa\u3057\u3001\u8a2d\u5099\u6295\u8cc7\u306b 1,700 \u5104\u30c9\u30eb\u3092\u8cbb\u3084\u3057\u30012023 \u5e74\u7b2c 1 \u56db\u534a\u671f\u306e\u73fe\u91d1\u914d\u5f53\u3068\u3057\u3066 780 \u5104\u30c9\u30eb\u3092\u5206\u914d\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u5168\u4f53\u3068\u3057\u3066\u3001\u5f53\u793e\u306e\u73fe\u91d1\u6b8b\u9ad8\u306f\u56db\u534a\u671f\u672b\u6642\u70b9\u3067 1,540 \u5104\u5897\u52a0\u3057\u30011 \u5146 4,700 \u5104\u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u7b2c 4 \u56db\u534a\u671f\u306e\u8cc7\u672c\u652f\u51fa\u306f\u7c73\u30c9\u30eb\u63db\u7b97\u3067 52 \u5104 4,000 \u4e07\u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u305d\u308c\u3067\u306f\u30012023 \u5e74\u306e\u696d\u7e3e\u3092\u7dcf\u62ec\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n

2023 \u5e74\u306f\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u696d\u754c\u306b\u3068\u3063\u3066\u56f0\u96e3\u306a\u5e74\u3067\u3057\u305f\u304c\u3001\u5f53\u793e\u306e\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u3088\u308a\u3001TSMC \u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u696d\u754c\u3092\u4e0a\u56de\u308b\u696d\u7e3e\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002 \u5f53\u793e\u306e\u53ce\u76ca\u306f\u7c73\u30c9\u30eb\u30d9\u30fc\u30b9\u3067 8.7% \u6e1b\u306e 690 \u5104\u30c9\u30eb\u3001\u65b0\u53f0\u6e7e\u30c9\u30eb\u30d9\u30fc\u30b9\u3067 4.5% \u6e1b\u306e 2 \u5146 1600 \u5104\u65b0\u53f0\u6e7e\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u7c97\u5229\u76ca\u7387\u306f 5.2 \u30dd\u30a4\u30f3\u30c8\u6e1b\u5c11\u3057\u3066 54.4% \u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e3b\u306b\u5168\u4f53\u306e\u8a2d\u5099\u7a3c\u50cd\u7387\u306e\u4f4e\u4e0b\u3068 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u5897\u52a0\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u6709\u5229\u306a\u70ba\u66ff\u30ec\u30fc\u30c8\u306b\u3088\u3063\u3066\u90e8\u5206\u7684\u306b\u76f8\u6bba\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u3055\u3089\u306b\u9ad8\u3081\u308b\u305f\u3081\u30012023 \u5e74\u306e\u53ce\u76ca\u30d9\u30fc\u30b9\u306f\u4f4e\u4e0b\u3059\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5f53\u793e\u306f 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304a\u3088\u3073 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u958b\u767a\u3078\u306e\u7814\u7a76\u958b\u767a\u6295\u8cc7\u3092\u62e1\u5927\u3057\u7d9a\u3051\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f 6.9 \u30dd\u30a4\u30f3\u30c8\u6e1b\u5c11\u3057\u3066 42.6% \u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u5168\u4f53\u3068\u3057\u3066\u3001\u901a\u671f\u306e EPS \u306f 17.5% \u6e1b\u5c11\u3057\u3066 32.34 \u53f0\u6e7e\u30c9\u30eb\u3068\u306a\u308a\u3001ROE \u306f 26.2% \u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u3064\u3044\u3066\u3002<\/p>\n

\u5f53\u793e\u306f 304 \u5104 5000 \u4e07\u30c9\u30eb\u3001\u3064\u307e\u308a 9,500 \u5104\u53f0\u6e7e\u30c9\u30eb\u3092\u8a2d\u5099\u6295\u8cc7\u306b\u8cbb\u3084\u3057\u30011 \u5146 7000 \u5104\u53f0\u6e7e\u30c9\u30eb\u306e\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5 \u30d5\u30ed\u30fc\u3068 2,920 \u5104\u53f0\u6e7e\u30c9\u30eb\u306e\u30d5\u30ea\u30fc \u30ad\u30e3\u30c3\u30b7\u30e5 \u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3057\u307e\u3057\u305f\u3002 \u307e\u305f\u30012023 \u5e74\u306b\u306f 2,920 \u5104\u53f0\u6e7e\u30c9\u30eb\u306e\u73fe\u91d1\u914d\u5f53\u3092\u652f\u6255\u3044\u307e\u3057\u305f\u3002\u3053\u308c\u3067\u8ca1\u52d9\u6982\u8981\u3092\u7d42\u3048\u307e\u3057\u305f\u3002 \u3055\u3066\u3001\u73fe\u5728\u306e\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u79fb\u308a\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u7b2c 1 \u56db\u534a\u671f\u306e\u5f53\u793e\u306e\u4e8b\u696d\u306f\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u5b63\u7bc0\u6027\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u3082\u306e\u306e\u3001\u7d99\u7d9a\u7684\u306a HPC \u95a2\u9023\u306e\u9700\u8981\u306b\u3088\u3063\u3066\u90e8\u5206\u7684\u306b\u76f8\u6bba\u3055\u308c\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002 \u73fe\u5728\u306e\u4e8b\u696d\u898b\u901a\u3057\u306b\u57fa\u3065\u304f\u3068\u3001\u5f53\u793e\u306e\u7b2c 1 \u56db\u534a\u671f\u306e\u53ce\u76ca\u306f 180 \u5104\u30c9\u30eb\u304b\u3089 188 \u5104\u30c9\u30eb\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u4e2d\u9593\u70b9\u3067\u524d\u56db\u534a\u671f\u6bd4 6.2% \u306e\u6e1b\u5c11\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002 1 \u30c9\u30eb\u304b\u3089 31.1 \u53f0\u6e7e\u30c9\u30eb\u3068\u3044\u3046\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u4eee\u5b9a\u306b\u57fa\u3065\u3044\u3066\u3001\u7c97\u5229\u76ca\u7387\u306f 52% \uff5e 54% \u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002 \u55b6\u696d\u5229\u76ca\u7387\u306f40%\uff5e42%\u3067\u3059\u3002 \u4ee5\u4e0a\u3067\u79c1\u306e\u6c7a\u7b97\u8aac\u660e\u3092\u7d42\u308f\u308a\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u4e3b\u8981\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u306b\u79fb\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u307e\u305a\u30012023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u3068 2024 \u5e74\u7b2c 1 \u56db\u534a\u671f\u306e\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u3044\u304f\u3064\u304b\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u3059\u3002 \u7b2c 3 \u56db\u534a\u671f\u3068\u6bd4\u8f03\u3057\u3066\u3001\u7b2c 4 \u56db\u534a\u671f\u306e\u7c97\u5229\u76ca\u7387\u306f\u524d\u56db\u534a\u671f\u6bd4 130 \u30d9\u30fc\u30b7\u30b9 \u30dd\u30a4\u30f3\u30c8\u6e1b\u5c11\u3057\u300153% \u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e3b\u306b\u3001\u5f53\u793e\u306e 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306e\u7d99\u7d9a\u7684\u306a\u5f37\u5316\u306b\u3088\u308b\u5229\u76ca\u7387\u306e\u5e0c\u8584\u5316\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002 \u5f53\u793e\u306f\u3001\u4e3b\u306b\u76f4\u8fd1\u306e\u6709\u5229\u306a\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u524d\u63d0\u304c\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u5b63\u7bc0\u6027\u306b\u3088\u308b\u88fd\u54c1\u69cb\u6210\u306e\u5909\u5316\u306b\u3088\u3063\u3066\u76f8\u6bba\u3055\u308c\u305f\u305f\u3081\u3001\u7b2c 1 \u56db\u534a\u671f\u306e\u7c97\u5229\u76ca\u7387\u304c\u4e2d\u9593\u70b9\u3067 53% \u3068\u306a\u308a\u3001\u524d\u56db\u534a\u671f\u6bd4\u6a2a\u3070\u3044\u306b\u306a\u308b\u3068\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u305f\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n

2024 \u5e74\u901a\u5e74\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u5f53\u793e\u306e\u53ce\u76ca\u6027\u3092\u6c7a\u5b9a\u3059\u308b 6 \u3064\u306e\u8981\u7d20\u3092\u8003\u616e\u3057\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u30d7\u30c3\u30c8 \u30a2\u30f3\u30c9 \u30c6\u30a4\u30af\u3092\u5171\u6709\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u30d7\u30e9\u30b9\u9762\u3068\u3057\u3066\u306f\u3001\u5f53\u793e\u306e\u4e8b\u696d\u304c\u56de\u5fa9\u3059\u308b\u306b\u3064\u308c\u3066\u30012024 \u5e74\u306b\u306f\u7a3c\u50cd\u7387\u304c\u4e0a\u6607\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002 \u305f\u3060\u3057\u3001\u4ee5\u524d\u306b\u3082\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u58f2\u4e0a\u3078\u306e\u5bc4\u4e0e\u304c 2023 \u5e74\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9ad8\u304f\u306a\u308b\u305f\u3081\u3001N3 \u306f 2024 \u5e74\u901a\u671f\u3067\u5f53\u793e\u306e\u7c97\u5229\u76ca\u3092\u7d04 3 \uff5e 4 \u30d1\u30fc\u30bb\u30f3\u30c8 \u30dd\u30a4\u30f3\u30c8\u8584\u3081\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002 \u5f53\u793e\u3067\u306f\u3001\u8907\u6570\u5e74\u306b\u308f\u305f\u308b\u5f37\u3044\u9700\u8981\u3092\u8003\u616e\u3057\u3066\u3001N3 \u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306e\u4e00\u90e8\u3092 N5 \u30c4\u30fc\u30eb\u3067\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u6226\u7565\u3092\u7acb\u3066\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306a\u8a08\u753b\u306f\u3001\u4e2d\u9577\u671f\u7684\u306b\u306f\u8cc7\u672c\u52b9\u7387\u306e\u5411\u4e0a\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u304c\u3001\u77ed\u671f\u7684\u306b\u306f\u30b3\u30b9\u30c8\u3068\u52b4\u529b\u304c\u304b\u304b\u308a\u307e\u3059\u3002 \u3053\u306e\u8ee2\u63db\u306e\u5927\u90e8\u5206\u306f 2024 \u5e74\u4e0b\u534a\u671f\u306b\u767a\u751f\u3057\u30012024 \u5e74\u4e0b\u534a\u671f\u306b\u306f\u5f53\u793e\u306e\u7c97\u5229\u76ca\u304c\u7d04 1 \uff5e 2 \u30d1\u30fc\u30bb\u30f3\u30c8\u30dd\u30a4\u30f3\u30c8\u8584\u307e\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u5f53\u793e\u306f\u5916\u56fd\u70ba\u66ff\u30ec\u30fc\u30c8\u3092\u5236\u5fa1\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u305d\u3046\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u9577\u671f\u7684\u306b\u306f\u3001\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u5f71\u97ff\u3092\u9664\u304d\u3001\u5f53\u793e\u306e\u4e16\u754c\u7684\u306a\u88fd\u9020\u62e0\u70b9\u62e1\u5927\u8a08\u753b\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u9577\u671f\u7684\u306a\u7c97\u5229\u76ca\u7387\u306f 53% \u4ee5\u4e0a\u304c\u9054\u6210\u53ef\u80fd\u3067\u3042\u308b\u3068\u5f15\u304d\u7d9a\u304d\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u3001\u4ee4\u548c\uff16\u5e74\u5ea6\u306e\u8cc7\u672c\u4e88\u7b97\u3068\u6e1b\u4fa1\u511f\u5374\u8cbb\u306b\u3064\u3044\u3066\u3067\u3054\u3056\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u6bce\u5e74\u3001\u5c06\u6765\u306e\u6210\u9577\u3092\u898b\u8d8a\u3057\u3066\u6295\u3058\u3089\u308c\u3066\u3044\u307e\u3059\u3002 \u77ed\u671f\u7684\u306a\u4e0d\u78ba\u5b9f\u6027\u3092\u8003\u616e\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u8a2d\u5099\u6295\u8cc7\u3092\u5f15\u304d\u7d9a\u304d\u5f37\u5316\u3059\u308b\u305f\u3081\u30012023\u5e74\u306e\u652f\u51fa\u984d\u306f304\u5104\u30c9\u30eb\u3068\u3001\u5f93\u6765\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u3042\u308b\u7d04320\u5104\u30c9\u30eb\u3092\u4e0b\u56de\u308a\u307e\u3059\u3002 \u9867\u5ba2\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u6295\u8cc7\u3092\u7d99\u7d9a\u3059\u308b\u305f\u3081\u30012024 \u5e74\u306e\u8cc7\u672c\u4e88\u7b97\u306f 280 \u5104\u30c9\u30eb\u304b\u3089 320 \u5104\u30c9\u30eb\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n

2024 \u5e74\u306e 280 \u5104\u304b\u3089 320 \u5104\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u3046\u3061\u3001\u8cc7\u672c\u4e88\u7b97\u306e 70% \u304b\u3089 80% \u304c\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306b\u5272\u308a\u5f53\u3066\u3089\u308c\u3001\u7d04 10% \u304b\u3089 20% \u304c\u7279\u6b8a\u6280\u8853\u306b\u8cbb\u3084\u3055\u308c\u3001\u7d04 10% \u304c\u7279\u6b8a\u6280\u8853\u306b\u8cbb\u3084\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002 \u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u30c6\u30b9\u30c8\u3001\u30de\u30b9\u30af\u4f5c\u6210\u306a\u3069\u306b\u8cbb\u3084\u3055\u308c\u307e\u3059\u3002 \u5f53\u793e\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u306f\u3001\u4e3b\u306b 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306e\u5f37\u5316\u306b\u3088\u308a\u30012024 \u5e74\u306b\u524d\u5e74\u6bd4 30% \u8fd1\u304f\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002 \u6700\u5f8c\u306b\u3001\u5f53\u793e\u306e\u9577\u671f\u7684\u306a\u8a2d\u5099\u6295\u8cc7\u3068\u914d\u5f53\u91d1\u306e\u914d\u5206\u65b9\u91dd\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002 TSMC \u3067\u306f\u3001\u3088\u308a\u9ad8\u3044\u30ec\u30d9\u30eb\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u3001\u5e38\u306b\u7fcc\u5e74\u306e\u3088\u308a\u9ad8\u3044\u6210\u9577\u6a5f\u4f1a\u3068\u76f8\u95a2\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u904e\u53bb\u6570\u5e74\u9593\u3001\u5f53\u793e\u306f\u3001HPC\u3001AI\u30015G \u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u304b\u3089\u6210\u9577\u6a5f\u4f1a\u3092\u7372\u5f97\u3059\u308b\u6e96\u5099\u3068\u3057\u3066\u3001\u8a2d\u5099\u6295\u8cc7\u3092\u5927\u5e45\u306b\u5897\u52a0\u3057\u3066\u304d\u307e\u3057\u305f\u3002 2023 \u5e74\u306f\u53b3\u3057\u3044\u72b6\u6cc1\u306b\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u5f53\u793e\u306e\u53ce\u76ca\u306f\u7c73\u30c9\u30eb\u63db\u7b97\u3067\u4eca\u5f8c\u6570\u5e74\u9593\u3067 15% \u304b\u3089 20% \u306e CAGR \u6210\u9577\u306b\u5411\u3051\u3066\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u30012022 \u5e74 1 \u6708\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u304a\u4f1d\u3048\u3057\u305f\u76ee\u6a19\u3067\u3059\u3002 2024 \u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u898b\u901a\u3057\u306f 280 \u5104\u304b\u3089 320 \u5104\u3067\u3042\u308a\u3001\u6210\u9577\u3092\u6349\u3048\u53ce\u7a6b\u3059\u308b\u306b\u3064\u308c\u3066\u8a2d\u5099\u6295\u8cc7\u306e\u5897\u52a0\u7387\u306f\u6a2a\u3070\u3044\u306b\u306a\u308a\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

TSMC \u306e\u8cc7\u672c\u7ba1\u7406\u306e\u76ee\u7684\u306f\u3001\u4f1a\u793e\u306e\u6210\u9577\u306b\u6709\u6a5f\u7684\u306b\u8cc7\u91d1\u3092\u4f9b\u7d66\u3057\u3001\u826f\u597d\u306a\u53ce\u76ca\u6027\u3092\u751f\u307f\u51fa\u3057\u3001\u8ca1\u52d9\u306e\u67d4\u8edf\u6027\u3092\u7dad\u6301\u3057\u3001\u6301\u7d9a\u7684\u304b\u3064\u7740\u5b9f\u306b\u5897\u52a0\u3059\u308b\u73fe\u91d1\u914d\u5f53\u3092\u682a\u4e3b\u306b\u5206\u914d\u3059\u308b\u3053\u3068\u3067\u3059\u3002 \u5f53\u793e\u306e\u53b3\u683c\u306a\u8cc7\u672c\u7ba1\u7406\u306e\u7d50\u679c\u3001TSMC\u306e\u53d6\u7de0\u5f79\u4f1a\u306f11\u6708\u30012023\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u73fe\u91d1\u914d\u5f53\u30921\u682a\u5f53\u305f\u308a3.5\u53f0\u6e7e\u30c9\u30eb\u3068\u3057\u3001\u3053\u308c\u307e\u3067\u306e3\u53f0\u6e7e\u30c9\u30eb\u304b\u3089\u5897\u984d\u3059\u308b\u3053\u3068\u3092\u627f\u8a8d\u3057\u305f\u3002 \u3053\u308c\u306f\u4eca\u5f8c\u3001\u65b0\u305f\u306a\u56db\u534a\u671f\u914d\u5f53\u306e\u6700\u4f4e\u6c34\u6e96\u3068\u306a\u308a\u307e\u3059\u3002 2023 \u5e74\u7b2c 3 \u56db\u534a\u671f\u306e\u73fe\u91d1\u914d\u5f53\u306f 2024 \u5e74 4 \u6708\u306b\u914d\u5e03\u3055\u308c\u307e\u3059\u3002<\/p>\n

2023 \u5e74\u3001TSMC \u306e\u682a\u4e3b\u306f 1 \u682a\u3042\u305f\u308a\u5408\u8a08 11.525 \u53f0\u6e7e\u30c9\u30eb\u306e\u73fe\u91d1\u914d\u5f53\u3092\u53d7\u3051\u53d6\u308a\u30012024 \u5e74\u306b\u306f 1 \u682a\u3042\u305f\u308a\u5c11\u306a\u304f\u3068\u3082 13.5 \u53f0\u6e7e\u30c9\u30eb\u306e\u73fe\u91d1\u914d\u5f53\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u4eca\u5f8c\u6570\u5e74\u9593\u3001\u5f53\u793e\u306e\u73fe\u91d1\u914d\u5f53\u653f\u7b56\u306e\u7126\u70b9\u306f\u5f15\u304d\u7d9a\u304d\u5909\u5316\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002 \u6301\u7d9a\u53ef\u80fd\u306a\u914d\u5f53\u91d1\u304b\u3089\u4e00\u682a\u5f53\u305f\u308a\u306e\u73fe\u91d1\u914d\u5f53\u91d1\u306e\u7740\u5b9f\u306a\u5897\u52a0\u3078\u3002 \u3067\u306f\u3001\u30de\u30a4\u30af\u3092C.C.\u306b\u6e21\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3002 \u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002 \u307e\u305a\u30012024 \u5e74\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002 2023 \u5e74\u306f\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u696d\u754c\u306b\u3068\u3063\u3066\u56f0\u96e3\u306a\u5e74\u3067\u3057\u305f\u304c\u3001TSMC \u3092\u4e3b\u8981\u306a\u30a4\u30cd\u30fc\u30d6\u30e9\u30fc\u3068\u3057\u3066\u751f\u6210 AI \u95a2\u9023\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u53f0\u982d\u3082\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u307e\u3057\u305f\u3002<\/p>\n

2023 \u5e74\u306b\u306f\u3001\u4e16\u754c\u7684\u306a\u30de\u30af\u30ed\u7d4c\u6e08\u72b6\u6cc1\u306e\u60aa\u5316\u3068\u30a4\u30f3\u30d5\u30ec\u3068\u91d1\u5229\u306e\u9ad8\u3055\u304c\u3001\u4e16\u754c\u7684\u306a\u534a\u5c0e\u4f53\u5728\u5eab\u8abf\u6574\u30b5\u30a4\u30af\u30eb\u3092\u82db\u7acb\u305f\u305b\u3001\u9577\u671f\u5316\u3055\u305b\u307e\u3059\u3002 2023\u5e74\u306e\u7d50\u8ad6\u3068\u3057\u3066\u3001\u30e1\u30e2\u30ea\u7523\u696d\u3092\u9664\u304f\u534a\u5c0e\u4f53\u7523\u696d\u306f\u524d\u5e74\u6bd4\u7d042%\u6e1b\u5c11\u3057\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u7523\u696d\u306f\u7d0413%\u6e1b\u5c11\u3057\u305f\u3002 TSMC\u306e\u53ce\u76ca\u306f\u7c73\u30c9\u30eb\u30d9\u30fc\u30b9\u3067\u524d\u5e74\u6bd48.7\uff05\u6e1b\u5c11\u3057\u305f\u3002<\/p>\n

\u77ed\u671f\u7684\u306a\u8ab2\u984c\u306b\u3082\u95a2\u308f\u3089\u305a\u3001\u5f53\u793e\u306e\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u3088\u308a\u3001TSMC \u306f 2023 \u5e74\u306b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u696d\u754c\u3092\u4e0a\u56de\u308b\u696d\u7e3e\u3092\u9054\u6210\u3059\u308b\u3068\u3068\u3082\u306b\u3001AI \u304a\u3088\u3073\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9 \u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u95a2\u9023\u306e\u5c06\u6765\u306e\u6210\u9577\u6a5f\u4f1a\u3092\u6349\u3048\u308b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308a\u307e\u3057\u305f\u3002 2024 \u5e74\u306b\u5165\u308b\u3068\u3001\u30d5\u30a1\u30d6\u534a\u5c0e\u4f53\u306e\u5728\u5eab\u306f 2023 \u5e74\u3092\u4e0a\u56de\u308b\u5065\u5168\u306a\u6c34\u6e96\u306b\u623b\u308b\u3068\u5f53\u793e\u306f\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u4f4e\u8ff7\u3068\u5730\u653f\u5b66\u7684\u306a\u4e0d\u78ba\u5b9f\u6027\u306f\u4f9d\u7136\u3068\u3057\u3066\u6b8b\u308a\u3001\u6d88\u8cbb\u8005\u5fc3\u7406\u3068\u5e02\u5834\u306e\u9700\u8981\u306b\u3055\u3089\u306b\u91cd\u3057\u3092\u52a0\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u305d\u3046\u306f\u8a00\u3063\u3066\u3082\u3001\u5f53\u793e\u306e\u4e8b\u696d\u306f\u524d\u5e74\u6bd4\u3067\u30d1\u30bf\u30fc\u30f3\u5316\u3055\u308c\u3066\u304a\u308a\u3001\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u5f53\u793e\u306e3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306e\u7d99\u7d9a\u7684\u306a\u529b\u5f37\u3044\u6210\u9577\u3068\u3001TSMC\u306e\u5f37\u3044\u9700\u8981\u306b\u652f\u3048\u3089\u308c\u30012024\u5e74\u306fTSMC\u306b\u3068\u3063\u3066\u5065\u5168\u306a\u6210\u9577\u306e\u5e74\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002 5\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u3068\u65fa\u76db\u306aAI\u95a2\u9023\u9700\u8981\u3002<\/p>\n

2023 \u5e74\u306e\u6025\u6fc0\u306a\u5728\u5eab\u8abf\u6574\u3068\u4f4e\u6c34\u6e96\u3092\u7d4c\u3066\u30012024 \u5e74\u901a\u5e74\u3067\u306f\u30e1\u30e2\u30ea\u3092\u9664\u304f\u534a\u5c0e\u4f53\u5e02\u5834\u5168\u4f53\u304c\u524d\u5e74\u6bd4 10% \u4ee5\u4e0a\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u696d\u754c\u306e\u6210\u9577\u7387\u306f\u7d04 20% \u306b\u306a\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002 %\u3002 TSMC \u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3068\u5e45\u5e83\u3044\u9867\u5ba2\u30d9\u30fc\u30b9\u306b\u652f\u3048\u3089\u308c\u3066\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u696d\u754c\u306e\u6210\u9577\u3092\u4e0a\u56de\u308b\u696d\u7e3e\u3092\u9054\u6210\u3067\u304d\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e\u4e8b\u696d\u306f 2024 \u5e74\u3092\u901a\u3058\u3066\u524d\u56db\u534a\u671f\u6bd4\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u3001\u901a\u5e74\u306e\u53ce\u76ca\u306f\u7c73\u30c9\u30eb\u30d9\u30fc\u30b9\u3067 20% \u524d\u534a\u304b\u3089\u534a\u3070\u306e\u5897\u52a0\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u3001N3 \u3068 N3E \u306e\u5f37\u5316\u3068\u9032\u6357\u72b6\u6cc1\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3057\u307e\u3059\u3002 \u5f53\u793e\u306e 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306f\u3001PPA \u6280\u8853\u3068\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u6280\u8853\u306e\u4e21\u65b9\u306b\u304a\u3044\u3066\u6700\u5148\u7aef\u306e\u534a\u5c0e\u4f53\u6280\u8853\u3067\u3059\u3002 \u305d\u306e\u7d50\u679c\u3001\u4e16\u754c\u4e2d\u306e\u307b\u307c\u3059\u3079\u3066\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304a\u3088\u3073 HPC \u30a4\u30ce\u30d9\u30fc\u30bf\u30fc\u304c TSMC \u3068\u5354\u529b\u3057\u3066 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e N3 \u306f\u91cf\u7523\u958b\u59cb\u306b\u6210\u529f\u3057\u30012023 \u5e74\u4e0b\u534a\u671f\u306b\u529b\u5f37\u3044\u6210\u9577\u3092\u9042\u3052\u30012023 \u5e74\u306e\u30a6\u30a7\u30fc\u30cf\u7dcf\u53ce\u76ca\u306e 6% \u3092\u5360\u3081\u307e\u3059\u3002<\/p>\n

N3E \u306f\u3001N3 \u306e\u5f37\u529b\u306a\u57fa\u76e4\u3092\u3055\u3089\u306b\u6d3b\u7528\u3057\u3066 N3 \u30d5\u30a1\u30df\u30ea\u3092\u62e1\u5f35\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u96fb\u529b\u3001\u6b69\u7559\u307e\u308a\u3092\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002 N3E \u306f\u3059\u3067\u306b 2023 \u5e74\u306e\u7b2c 4 \u56db\u534a\u671f\u306b\u91cf\u7523\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u3002\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3068 HPC \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e21\u65b9\u3067\u9867\u5ba2\u304b\u3089\u306e\u5805\u8abf\u306a\u9700\u8981\u306b\u652f\u3048\u3089\u308c\u3001\u5f53\u793e\u306e 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u304b\u3089\u306e\u53ce\u76ca\u306f 2024 \u5e74\u306b\u306f 3 \u500d\u4ee5\u4e0a\u306b\u5897\u52a0\u3057\u3001\u5f53\u793e\u306e 10 \u500d\u534a\u3070\u306e\u5272\u5408\u3092\u5360\u3081\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002 \u30a6\u30a7\u30fc\u30cf\u306e\u7dcf\u53ce\u76ca\u3002 \u307e\u305f\u3001N3P \u3084 N3X \u306a\u3069\u3001N3 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u3055\u3089\u306a\u308b\u5f37\u5316\u3082\u63d0\u4f9b\u3057\u7d9a\u3051\u307e\u3059\u3002<\/p>\n

3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30fb\u30d7\u30ed\u30bb\u30b9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u7d99\u7d9a\u7684\u306b\u5f37\u5316\u3059\u308b\u6226\u7565\u306b\u3088\u308a\u3001\u5f53\u793e\u306f\u9867\u5ba2\u304b\u3089\u306e\u6570\u5e74\u9593\u306b\u308f\u305f\u308b\u5f37\u3044\u9700\u8981\u304c\u4e88\u60f3\u3055\u308c\u3066\u304a\u308a\u3001\u5f53\u793e\u306e3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u304cTSMC\u306b\u3068\u3063\u3066\u3082\u30461\u3064\u306e\u5927\u898f\u6a21\u304b\u3064\u9577\u671f\u306b\u308f\u305f\u308b\u30ce\u30fc\u30c9\u306b\u306a\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002 \u6b21\u306b\u3001AI\u95a2\u9023\u306e\u9700\u8981\u3068\u5f53\u793e\u306eN2\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002 2023 \u5e74\u306e AI \u95a2\u9023\u9700\u8981\u306e\u6025\u5897\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306e\u9ad8\u3044\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u5bfe\u3059\u308b\u69cb\u9020\u7684\u306a\u9700\u8981\u304c\u3001\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u3067\u63a5\u7d9a\u3055\u308c\u305f\u4e16\u754c\u306b\u304a\u3044\u3066\u52a0\u901f\u3059\u308b\u3068\u3044\u3046\u3001\u5f53\u793e\u306e\u3059\u3067\u306b\u5f37\u3044\u78ba\u4fe1\u3092\u88cf\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002 TSMC \u306f AI \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e3b\u8981\u306a\u5b9f\u73fe\u8005\u3067\u3059\u3002<\/p>\n

\u3069\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63a1\u7528\u3059\u308b\u5834\u5408\u3067\u3082\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a8\u8ad6\u306b\u5fc5\u8981\u306a\u8a08\u7b97\u91cf\u304c\u5897\u52a0\u3059\u308b\u305f\u3081\u3001AI \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3088\u308a\u8907\u96d1\u306a AI \u30e2\u30c7\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3088\u3046\u306b\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u306e\u7d50\u679c\u3001AI \u30e2\u30c7\u30eb\u306f\u3088\u308a\u5f37\u529b\u306a\u534a\u5c0e\u4f53\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3067\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u305d\u306e\u305f\u3081\u306b\u306f\u6700\u5148\u7aef\u306e\u534a\u5c0e\u4f53\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306e\u4f7f\u7528\u304c\u5fc5\u8981\u306b\u306a\u308a\u307e\u3059\u3002 \u3053\u306e\u3088\u3046\u306b\u3001TSMC \u306e\u6280\u8853\u7684\u5730\u4f4d\u306e\u4fa1\u5024\u306f\u9ad8\u307e\u3063\u3066\u304a\u308a\u3001AI \u306e\u534a\u5c0e\u4f53\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u95a2\u3057\u3066\u306f\u5e02\u5834\u306e\u5927\u90e8\u5206\u3092\u7372\u5f97\u3067\u304d\u308b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002 \u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306e\u9ad8\u3044\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u80fd\u529b\u306b\u5bfe\u3059\u308b AI \u95a2\u9023\u306e\u98fd\u304f\u306a\u304d\u9700\u8981\u306b\u5fdc\u3048\u308b\u305f\u3081\u3001\u9867\u5ba2\u306f\u3001\u4fe1\u983c\u6027\u304c\u9ad8\u304f\u4e88\u6e2c\u53ef\u80fd\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u63d0\u4f9b\u30da\u30fc\u30b9\u3067\u6700\u5148\u7aef\u306e\u51e6\u7406\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u5927\u898f\u6a21\u306b\u63d0\u4f9b\u3059\u308b TSMC \u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u540c\u6642\u306b\u3001\u30d7\u30ed\u30bb\u30b9\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u8907\u96d1\u3055\u304c\u5897\u3059\u306b\u3064\u308c\u3066\u3001\u9867\u5ba2\u3068\u306e\u5951\u7d04\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3082\u306f\u308b\u304b\u306b\u65e9\u304f\u958b\u59cb\u3055\u308c\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u307b\u307c\u3059\u3079\u3066\u306e AI \u30a4\u30ce\u30d9\u30fc\u30bf\u30fc\u304c TSMC \u3068\u5354\u529b\u3057\u3066\u304a\u308a\u3001HPC \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e21\u65b9\u3067\u3001\u540c\u69d8\u306e\u6bb5\u968e\u306e N3 \u3068\u6bd4\u8f03\u3057\u3066\u3001N2 \u3067\u306f\u9867\u5ba2\u306e\u95a2\u5fc3\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u306f\u308b\u304b\u306b\u9ad8\u3044\u30ec\u30d9\u30eb\u306b\u3042\u308b\u3053\u3068\u304c\u89b3\u5bdf\u3055\u308c\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306f\u3001\u30ca\u30ed\u30fc\u30b7\u30fc\u30c8\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u69cb\u9020\u3092\u63a1\u7528\u3057\u30012025 \u5e74\u306b\u5c0e\u5165\u3055\u308c\u308b\u969b\u306b\u306f\u3001\u5bc6\u5ea6\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306e\u4e21\u65b9\u306b\u304a\u3044\u3066\u696d\u754c\u3067\u6700\u3082\u5148\u9032\u7684\u306a\u534a\u5c0e\u4f53\u6280\u8853\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u5f53\u793e\u306e N2 \u6280\u8853\u958b\u767a\u306f\u3001\u30c7\u30d0\u30a4\u30b9\u306e\u6027\u80fd\u3068\u5e74\u3005\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002 \u8a08\u753b\u3088\u308a\u3082\u524d\u5012\u3057\u3002<\/p>\n

N2 \u306f\u3001N3 \u3068\u540c\u69d8\u306e\u30e9\u30f3\u30d7\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3067\u30012025 \u5e74\u306e\u91cf\u7523\u306b\u5411\u3051\u3066\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002 N2 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e00\u90e8\u3068\u3057\u3066\u3001\u80cc\u9762\u30d1\u30ef\u30fc \u30ec\u30fc\u30eb \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5099\u3048\u305f N2 \u3082\u958b\u767a\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30b3\u30b9\u30c8\u3001\u6210\u719f\u5ea6\u306e\u8003\u616e\u4e8b\u9805\u306b\u57fa\u3065\u3044\u3066\u3001\u7279\u5b9a\u306e HPC \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u9069\u3057\u3066\u3044\u307e\u3059\u3002 \u88cf\u9762\u96fb\u6e90\u30ec\u30fc\u30eb\u3092\u5099\u3048\u305f N2 \u306f\u30012025 \u5e74\u5f8c\u534a\u306b\u9867\u5ba2\u306b\u63d0\u4f9b\u3055\u308c\u30012026 \u5e74\u306b\u751f\u7523\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u5f53\u793e\u306e\u7d99\u7d9a\u7684\u306a\u5f37\u5316\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3088\u308a\u3001N2 \u3068\u305d\u306e\u6d3e\u751f\u88fd\u54c1\u306f\u5f53\u793e\u306e\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u306e\u5730\u4f4d\u3092\u3055\u3089\u306b\u62e1\u5927\u3057\u3001TSMC \u304c AI \u95a2\u9023\u306e\u6210\u9577\u6a5f\u4f1a\u3092\u7372\u5f97\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002 \u305a\u3063\u3068\u5148\u306e\u672a\u6765\u307e\u3067\u3002<\/p>\n

\u6700\u5f8c\u306b\u3001\u6210\u719f\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u5c02\u9580\u6280\u8853\u6226\u7565\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002 TSMC \u306e\u5834\u5408\u3001\u73fe\u5728\u3001\u7dcf\u53ce\u76ca\u306e\u7d04 70% \u304c 16 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0a\u306e\u9ad8\u5ea6\u306a\u30ce\u30fc\u30c9\u3067\u3059\u3002 \u4eca\u5f8c\u6570\u5e74\u9593\u3067 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304a\u3088\u3073 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306e\u5bc4\u4e0e\u304c\u5897\u52a0\u3059\u308b\u305f\u3081\u3001\u3053\u306e\u6570\u306f\u3055\u3089\u306b\u5897\u52a0\u3059\u308b\u3067\u3057\u3087\u3046\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u5f53\u793e\u306e\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306f\u7dcf\u53ce\u76ca\u306e\u7d04 20% \u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b TSMC \u306e\u6226\u7565\u306f\u3001\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u7dca\u5bc6\u306b\u9023\u643a\u3057\u3066\u7279\u6b8a\u6280\u8853\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u958b\u767a\u3057\u3001\u9867\u5ba2\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u5dee\u5225\u5316\u3055\u308c\u305f\u9577\u671f\u7684\u306a\u4fa1\u5024\u3092\u9867\u5ba2\u306b\u751f\u307f\u51fa\u3059\u3053\u3068\u3067\u3059\u3002 \u79c1\u305f\u3061\u304c\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u308b\u306e\u306f\u3001\u5358\u306a\u308b\u540d\u76ee\u4e0a\u306e\u751f\u7523\u80fd\u529b\u3067\u306f\u306a\u304f\u3001\u7279\u6b8a\u6280\u8853\u306e\u9ad8\u751f\u7523\u80fd\u529b\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3059\u3002 \u5dee\u5225\u5316\u3055\u308c\u305f\u7279\u6b8a\u6280\u8853\u306e\u958b\u767a\u3001\u5c55\u958b\u3092\u901a\u3058\u3066\u3001\u5f53\u793e\u306e\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306e\u53ce\u76ca\u6027\u306f\u3001\u5f53\u793e\u306e\u4f01\u696d\u5e73\u5747\u7c97\u5229\u76ca\u306b\u8fd1\u3044\u3082\u306e\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u5c06\u6765\u7684\u306b\u306f\u300128 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304c\u5f53\u793e\u306e\u7d44\u307f\u8fbc\u307f\u30e1\u30e2\u30ea \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30b9\u30a4\u30fc\u30c8 \u30b9\u30dd\u30c3\u30c8\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u300128 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3067\u306e\u9577\u671f\u7684\u306a\u69cb\u9020\u7684\u9700\u8981\u306f\u8907\u6570\u306e\u7a2e\u985e\u306e\u7279\u6b8a\u6280\u8853\u306b\u3088\u3063\u3066\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u5f53\u793e\u306f\u9577\u671f\u7684\u306a\u69cb\u9020\u7684\u306a\u5e02\u5834\u9700\u8981\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u6d77\u5916\u3067\u306e 28 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u7279\u6b8a\u88fd\u9020\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002 \u696d\u754c\u306e\u751f\u7523\u80fd\u529b\u304c\u5897\u52a0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5dee\u5225\u5316\u3055\u308c\u305f\u7279\u6b8a\u6280\u8853\u306b\u5bfe\u3059\u308b\u9700\u8981\u306f\u4eca\u5f8c\u3082\u5b89\u5b9a\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u3067\u306e\u7a3c\u50cd\u7387\u3068\u69cb\u9020\u7684\u306a\u53ce\u76ca\u6027\u306f\u3001\u5c06\u6765\u7684\u306b\u3082\u5341\u5206\u306b\u4fdd\u8b77\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u3053\u308c\u3067\u79c1\u306e\u6e96\u5099\u3057\u305f\u767a\u8a00\u3092\u7d42\u308f\u308a\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30de\u30a4\u30af\u3092\u30de\u30fc\u30af\u306b\u6e21\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002 C.C. \u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002 \u307e\u305a\u3001\u5f53\u793e\u306e\u4e16\u754c\u7684\u306a\u88fd\u9020\u62e0\u70b9\u306e\u6700\u65b0\u60c5\u5831\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n

TSMC \u306e\u4f7f\u547d\u306f\u3001\u4eca\u5f8c\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u4e16\u754c\u306e\u30ed\u30b8\u30c3\u30af IC \u696d\u754c\u306b\u3068\u3063\u3066\u4fe1\u983c\u3067\u304d\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u5bb9\u91cf\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306a\u308b\u3053\u3068\u3067\u3059\u3002 \u4eca\u65e5\u306e\u5206\u65ad\u3055\u308c\u305f\u30b0\u30ed\u30fc\u30d0\u30ea\u30bc\u30fc\u30b7\u30e7\u30f3\u74b0\u5883\u306b\u304a\u3044\u3066\u3001\u5f53\u793e\u306e\u6226\u7565\u306f\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u9ad8\u3081\u3001\u5c06\u6765\u306e\u6210\u9577\u306e\u53ef\u80fd\u6027\u3092\u62e1\u5927\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u4eba\u6750\u3092\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u4e16\u754c\u7684\u306a\u88fd\u9020\u62e0\u70b9\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u3067\u3059\u3002 \u5f53\u793e\u306e\u6d77\u5916\u3067\u306e\u6c7a\u5b9a\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u3068\u653f\u5e9c\u306e\u5fc5\u8981\u306a\u30ec\u30d9\u30eb\u306e\u88dc\u52a9\u91d1\u307e\u305f\u306f\u652f\u63f4\u306b\u57fa\u3065\u3044\u3066\u6c7a\u5b9a\u3055\u308c\u307e\u3059\u3002 \u3053\u308c\u306f\u682a\u4e3b\u306e\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n

\u307e\u305a\u65e5\u672c\u3067\u306f\u300112\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306816\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u300122\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306828\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u3092\u5229\u7528\u3059\u308b\u7279\u6b8a\u6280\u8853\u5de5\u5834\u3092\u718a\u672c\u306b\u5efa\u8a2d\u4e2d\u3067\u3059\u3002 \u79c1\u305f\u3061\u306f\u6765\u6708 2 \u6708 24 \u65e5\u306b\u3053\u306e\u5de5\u5834\u306e\u958b\u6240\u5f0f\u3092\u958b\u50ac\u3059\u308b\u4e88\u5b9a\u3067\u30012024 \u5e74\u306e\u7b2c 4 \u56db\u534a\u671f\u306b\u5411\u3051\u3066\u91cf\u7523\u304c\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u30a2\u30ea\u30be\u30ca\u3067\u306f\u3001\u7c73\u56fd\u653f\u5e9c\u306e\u5968\u52b1\u91d1\u3084\u7a0e\u984d\u63a7\u9664\u652f\u63f4\u3068\u7dca\u5bc6\u304b\u3064\u7d99\u7d9a\u7684\u306b\u9023\u7d61\u3092\u53d6\u308a\u5408\u3063\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e\u6700\u521d\u306e\u5de5\u5834\u306e\u8a2d\u5099\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3001\u30e6\u30fc\u30c6\u30a3\u30ea\u30c6\u30a3\u4f9b\u7d66\u3001\u304a\u3088\u3073\u6a5f\u5668\u306e\u8a2d\u7f6e\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u9032\u6b69\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f53\u793e\u306f\u30a2\u30ea\u30be\u30ca\u5dde\u306e\u5730\u5143\u52b4\u50cd\u7d44\u5408\u3084\u8cbf\u6613\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u7dca\u5bc6\u306b\u9023\u643a\u3057\u3001\u5f37\u3044\u95a2\u4fc2\u3092\u7bc9\u304d\u7d9a\u3051\u3066\u304a\u308a\u3001\u305d\u306e\u4e2d\u306b\u306f\u6700\u8fd1\u30a2\u30ea\u30be\u30ca\u5dde\u5efa\u7bc9\u5efa\u8a2d\u8cbf\u6613\u5354\u8b70\u4f1a\u3068\u65b0\u305f\u306a\u5354\u529b\u67a0\u7d44\u307f\u306b\u95a2\u3059\u308b\u5354\u5b9a\u3092\u7de0\u7d50\u3057\u305f\u3053\u3068\u3082\u542b\u307e\u308c\u307e\u3059\u3002 \u3053\u306e\u5354\u5b9a\u306b\u3088\u308a\u3001\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u958b\u767a\u306e\u5f37\u5316\u3001\u73fe\u5834\u306e\u5b89\u5168\u6027\u3078\u306e\u53d6\u308a\u7d44\u307f\u306e\u5171\u6709\u3001\u73fe\u5730\u52b4\u50cd\u8005\u306e\u96c7\u7528\u3001\u5b9a\u671f\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u78ba\u7acb\u306a\u3069\u3001\u5f53\u793e\u306e\u5354\u529b\u304c\u62e1\u5927\u3055\u308c\u307e\u3059\u3002 \u305d\u308c\u306f\u3059\u3079\u3066\u306e\u5f53\u4e8b\u8005\u306b\u3068\u3063\u3066win-win\u3067\u3059\u3002 \u5f53\u793e\u306f\u300125 \u5e74\u524d\u534a\u306e N4 (4 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30d7\u30ed\u30bb\u30b9\u6280\u8853) \u306e\u91cf\u7523\u306b\u5411\u3051\u3066\u9806\u8abf\u306b\u9032\u3093\u3067\u304a\u308a\u3001\u64cd\u696d\u3092\u958b\u59cb\u3059\u308c\u3070\u3001\u30a2\u30ea\u30be\u30ca\u5dde\u3067\u3082\u540c\u30ec\u30d9\u30eb\u306e\u88fd\u9020\u54c1\u8cea\u3068\u4fe1\u983c\u6027\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002 \u3001\u53f0\u6e7e\u306e\u5de5\u5834\u304b\u3089\u306e\u3088\u3046\u306b\u3002<\/p>\n

\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306f\u3001\u30c9\u30a4\u30c4\u306e\u30c9\u30ec\u30b9\u30c7\u30f3\u306b\u7279\u6b8a\u6280\u8853\u5de5\u5834\u3092\u5efa\u8a2d\u3057\u3001\u5408\u5f01\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u81ea\u52d5\u8eca\u304a\u3088\u3073\u7523\u696d\u7528\u9014\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u4e88\u5b9a\u3067\u3059\u3002 \u79c1\u305f\u3061\u306f\u30c9\u30a4\u30c4\u9023\u90a6\u653f\u5e9c\u3001\u5dde\u653f\u5e9c\u3001\u5e02\u653f\u5e9c\u3068\u306e\u7dca\u5bc6\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u5bfe\u3059\u308b\u5f7c\u3089\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u4eca\u3082\u5f37\u304f\u3001\u5909\u308f\u3063\u3066\u3044\u307e\u305b\u3093\u3002 \u30d5\u30a1\u30d6\u5efa\u8a2d\u306f\u4eca\u5e742024\u5e74\u7b2c4\u56db\u534a\u671f\u306b\u958b\u59cb\u3055\u308c\u308b\u4e88\u5b9a\u3060\u3002<\/p>\n

\u3082\u3061\u308d\u3093\u53f0\u6e7e\u3067\u3082\u3001\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u3068\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u5148\u9032\u6280\u8853\u306e\u80fd\u529b\u3078\u306e\u6295\u8cc7\u3068\u62e1\u5927\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306e 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306b\u5bfe\u3059\u308b\u8907\u6570\u5e74\u306b\u308f\u305f\u308b\u65fa\u76db\u306a\u9700\u8981\u3092\u8003\u616e\u3057\u3066\u3001\u5f53\u793e\u306f\u53f0\u5357\u30b5\u30a4\u30a8\u30f3\u30b9 \u30d1\u30fc\u30af\u3067\u306e 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306f\u307e\u305f\u30012025 \u5e74\u306b\u59cb\u307e\u308b N2 \u91cf\u7523\u306e\u6e96\u5099\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u9867\u5ba2\u3067\u3042\u308b C.C. \u304b\u3089\u306e\u5f37\u529b\u3067\u69cb\u9020\u5316\u3055\u308c\u305f\u9700\u8981\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u65b0\u7af9\u3068\u9ad8\u96c4\u306e\u4e21\u65b9\u306e\u30b5\u30a4\u30a8\u30f3\u30b9 \u30d1\u30fc\u30af\u306b\u8907\u6570\u306e\u30d5\u30a1\u30d6\u3001\u3064\u307e\u308a 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u6280\u8853\u306e\u8907\u6570\u306e\u6bb5\u968e\u3092\u5efa\u8a2d\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u5148\u307b\u3069\u8ff0\u3079\u305f\u3002 \u53f0\u4e2d\u30b5\u30a4\u30a8\u30f3\u30b9\u30d1\u30fc\u30af\u3067\u306f\u3001\u653f\u5e9c\u306e\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u304c\u9032\u884c\u4e2d\u3067\u3042\u308a\u3001\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002 \u5148\u306b\u8ff0\u3079\u305f\u6d77\u5916\u5de5\u5834\u306e\u521d\u671f\u30b3\u30b9\u30c8\u306fTSMC\u306e\u53f0\u6e7e\u5de5\u5834\u3088\u308a\u3082\u9ad8\u3044\u3067\u3059\u304c\u3001\u5f53\u793e\u306f\u30b3\u30b9\u30c8\u30ae\u30e3\u30c3\u30d7\u3092\u7ba1\u7406\u3057\u3066\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u6210\u9577\u3092\u5b9f\u73fe\u3057\u3001\u682a\u4e3b\u306e\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u3068\u3044\u3046\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002 \u3055\u3066\u3001\u79c1\u306e\u9000\u8077\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n

\u6628\u5e7412\u670819\u65e5\u3001\u79c1\u306f\u6b21\u671f\u53d6\u7de0\u5f79\u306e\u6307\u540d\u3092\u6c42\u3081\u306a\u3044\u3053\u3068\u3092\u6c7a\u5b9a\u3057\u30016\u6708\u306b\u958b\u50ac\u3055\u308c\u308b2024\u5e74\u306e\u5b9a\u6642\u682a\u4e3b\u7dcf\u4f1a\u5f8c\u306b\u9000\u4efb\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002 \u3053\u308c\u3092\u8a00\u308f\u305b\u3066\u304f\u3060\u3055\u3044\u3002 \u904e\u53bb 30 \u5e74\u9593\u306b\u308f\u305f\u308a\u3001\u79c1\u306f TSMC \u3067\u50cd\u304d\u3001TSMC \u306b\u8ca2\u732e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3066\u975e\u5e38\u306b\u5e78\u904b\u3067\u3057\u305f\u3002 \u79c1\u306f 30 \u5e74\u524d\u306b 4 \u4eba\u304b\u3089\u306a\u308b\u5c0f\u3055\u306a\u30d5\u30a1\u30d6\u5efa\u8a2d\u30c1\u30fc\u30e0\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066 TSMC \u306b\u5165\u793e\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u904e\u53bb6\u5e74\u9593\u306b\u308f\u305f\u308a\u3001\u4f1d\u8aac\u7684\u306a\u5275\u8a2d\u8005\u3067\u3042\u308b\u30e2\u30ea\u30b9\u30fb\u30c1\u30e3\u30f3\u535a\u58eb\u306e\u5f8c\u3092\u53d7\u3051\u3066TSMC\u306e\u4f1a\u9577\u3092\u52d9\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u3066\u5149\u6804\u3067\u3057\u305f\u3002 \u3053\u306e\u9593\u3001\u5f53\u793e\u306f\u3001\u8aa0\u5b9f\u3055\u3001\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3068\u3044\u3046\u5f53\u793e\u306e\u4e2d\u6838\u7684\u4fa1\u5024\u89b3\u3092\u5805\u6301\u3057\u306a\u304c\u3089\u3001\u4eca\u5f8c\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u4e16\u754c\u306e\u30ed\u30b8\u30c3\u30afIC\u696d\u754c\u306b\u4fe1\u983c\u3055\u308c\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u5bb9\u91cf\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306a\u308b\u3068\u3044\u3046\u4f7f\u547d\u3078\u306e\u53d6\u308a\u7d44\u307f\u3092\u518d\u78ba\u8a8d\u3057\u3066\u304d\u307e\u3057\u305f\u3002 TSMC \u306e\u6210\u529f\u306f\u3001\u696d\u754c\u306e\u6700\u5148\u7aef\u306e\u51e6\u7406\u6280\u8853\u3092\u6700\u3082\u52b9\u7387\u7684\u304b\u3064\u30b3\u30b9\u30c8\u52b9\u7387\u306e\u9ad8\u3044\u65b9\u6cd5\u3067\u5927\u898f\u6a21\u306b\u63d0\u4f9b\u3057\u3001\u3059\u3079\u3066\u306e\u30a4\u30ce\u30d9\u30fc\u30bf\u30fc\u304c\u6700\u9ad8\u306e\u88fd\u54c1\u3092\u4e16\u754c\u306b\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u9867\u5ba2\u3068\u682a\u4e3b\u306e\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3001\u7af6\u4e89\u529b\u3001\u4e16\u754c\u7684\u306a\u88fd\u9020\u62e0\u70b9\u3001\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30bb\u30ec\u30f3\u30b9\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30ac\u30d0\u30ca\u30f3\u30b9\u3078\u306e\u91cd\u70b9\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u4e00\u4e38\u3068\u306a\u3063\u3066\u71b1\u5fc3\u306b\u53d6\u308a\u7d44\u3093\u3067\u304d\u307e\u3057\u305f\u3002 TSMC \u3067\u306e\u904e\u53bb 30 \u5e74\u9593\u306f\u79c1\u306b\u3068\u3063\u3066\u4e26\u5916\u308c\u305f\u65c5\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u306e\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u624d\u80fd\u306e\u3042\u308b\u30c1\u30fc\u30e0\u3068 TSMC \u306e\u540c\u50da\u5168\u54e1\u306b\u5fc3\u304b\u3089\u306e\u611f\u8b1d\u3092\u8868\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5f7c\u3089\u306e\u52e4\u52c9\u3055\u3001\u732e\u8eab\u3001\u305d\u3057\u3066\u4f55\u3067\u3082\u3067\u304d\u308b\u7cbe\u795e\u304c\u4f1a\u793e\u3092\u3053\u3053\u307e\u3067\u6210\u9577\u3055\u305b\u3066\u304f\u308c\u307e\u3057\u305f\u3002 \u306f\u4eca\u65e5\u3067\u3059\u3002 \u73fe\u5728\u3001TSMC \u306e\u53d6\u7de0\u5f79\u4f1a\u306e\u6307\u540d\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u59d4\u54e1\u4f1a\u306f\u3001C.C. \u535a\u58eb\u3092\u63a8\u85a6\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u9b4f\u535a\u58eb\u306f\u30012024 \u5e74 6 \u6708\u306b\u6b21\u671f\u53d6\u7de0\u5f79\u4f1a\u304c\u9078\u51fa\u3055\u308c\u308b\u3053\u3068\u3092\u6761\u4ef6\u3068\u3057\u3066\u3001\u5f53\u793e\u306e\u6b21\u671f\u4f1a\u9577\u306b\u5c31\u4efb\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u9b4f\u535a\u58eb\u304c\u4f1a\u9577\u306b\u9078\u51fa\u3055\u308c\u305f\u5834\u5408\u3001\u540c\u6c0f\u306f\u8c4a\u5bcc\u3067\u7d4c\u9a13\u8c4a\u5bcc\u306a\u30c1\u30fc\u30e0\u306e\u652f\u63f4\u3092\u53d7\u3051\u3066\u3001CEO \u3068\u3057\u3066\u306e\u73fe\u5728\u306e\u5f79\u5272\u3092\u7d99\u7d9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002 \u4e0a\u7d1a\u5e79\u90e8\u306e\u591a\u304f\u306fTSMC\u306b\u9577\u5e74\u52e4\u52d9\u3057\u3066\u3044\u307e\u3059\u3002 6\u6708\u306e\u682a\u4e3b\u7dcf\u4f1a\u5f8c\u306b\u306f\u3001\u5bb6\u65cf\u3068\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u904e\u3054\u3057\u3001\u4eba\u751f\u306e\u6b21\u306e\u7ae0\u3092\u30b9\u30bf\u30fc\u30c8\u3055\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u79c1\u306f\u5f15\u304d\u7d9a\u304dTSMC\u306e\u6226\u7565\u3001\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3001\u5b9f\u884c\u529b\u306b\u5b8c\u5168\u306a\u81ea\u4fe1\u3092\u6301\u3063\u3066\u304a\u308a\u3001TSMC\u304c\u4eca\u5f8c\u3082\u512a\u308c\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3057\u7d9a\u3051\u308b\u3068\u5f37\u304f\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002 \u5148\u306b\u3002<\/p>\n

TSMC \u3092\u4fe1\u983c\u3057\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002TSMC \u3068\u305d\u306e\u682a\u4e3b\u306b\u3068\u3063\u3066\u6700\u5584\u306e\u4e8b\u614b\u306f\u3053\u308c\u304b\u3089\u3082\u7d9a\u304d\u307e\u3059\u3002 \u3053\u308c\u3067\u79c1\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u3068\u91cd\u8981\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u307e\u3068\u3081\u3066\u7d42\u308f\u308a\u307e\u3059\u3002 \u3054\u6e05\u8074\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u4f1a\u9577\u3002 \u3053\u308c\u3067\u6e96\u5099\u6e08\u307f\u306e\u58f0\u660e\u306f\u7d42\u308f\u308a\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u8cea\u7591\u5fdc\u7b54\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u3001\u53c2\u52a0\u8005\u5168\u54e1\u306b\u8cea\u554f\u306e\u6a5f\u4f1a\u3092\u4e0e\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u4e00\u5ea6\u306b\u8cea\u554f\u3059\u308b\u306e\u306f 2 \u3064\u307e\u3067\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u8cea\u554f\u306f\u30d5\u30ed\u30a2\u304b\u3089\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u901a\u8a71\u3067\u3082\u53d7\u3051\u4ed8\u3051\u307e\u3059\u3002<\/p>\n

\u4e2d\u56fd\u8a9e\u3067\u8cea\u554f\u3057\u305f\u3044\u5834\u5408\u306f\u3001\u7ba1\u7406\u8005\u304c\u8cea\u554f\u306b\u7b54\u3048\u308b\u524d\u306b\u82f1\u8a9e\u306b\u7ffb\u8a33\u3057\u307e\u3059\u3002 \u96fb\u8a71\u4e2d\u306e\u7686\u69d8\u3001\u8cea\u554f\u3057\u305f\u3044\u5834\u5408\u306f\u3001\u96fb\u8a71\u306e\u30ad\u30fc\u30d1\u30c3\u30c9\u306e\u661f\u30dc\u30bf\u30f3\u3001\u6b21\u306b 1 \u30dc\u30bf\u30f3\u3092\u62bc\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u3055\u3066\u3001\u8cea\u554f\u306e\u5217\u304b\u3089\u5916\u3057\u305f\u3044\u5834\u5408\u306f\u3001\u30b9\u30bf\u30fc\u3092\u62bc\u3057\u3066\u304b\u3089 2 \u3092\u62bc\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3067\u306f\u3001\u8cea\u7591\u5fdc\u7b54\u306e\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u59cb\u3081\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u4eca\u56de\u3082\u4f1a\u9577\u306e\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc\u535a\u58eb\u304c\u30db\u30b9\u30c8\u3092\u52d9\u3081\u307e\u3059\u3002 \u30d5\u30ed\u30a2\u304b\u3089\u306e\u6700\u521d\u306e 2 \u3064\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u3060\u3055\u3044\u3002 OK\u3001\u6700\u521d\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30c1\u30e3\u30f3\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30c1\u30e3\u30f3 — \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30a7\u30d5\u3002 \u305d\u3057\u3066\u30de\u30fc\u30af\u3001C.C.\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3001\u307e\u305f\u76f4\u63a5\u304a\u4f1a\u3044\u3067\u304d\u3066\u5b09\u3057\u3044\u3067\u3059\u3002 \u3042\u3051\u307e\u3057\u3066\u304a\u3081\u3067\u3068\u3046\u3002 \u5ea7\u3063\u305f\u307e\u307e\u306b\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u9577\u3044\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u3002 \u3068\u3044\u3046\u3053\u3068\u3067\u3001\u6700\u521d\u306e\u8cea\u554f\u306fC.C\u3055\u3093\u3067\u3059\u3002 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u95a2\u3059\u308b\u3042\u306a\u305f\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u975e\u5e38\u306b\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u3042\u306a\u305f\u306e\u7af6\u5408\u4ed6\u793e\u3067\u3042\u308a\u9867\u5ba2\u3067\u3082\u3042\u308b\u30a4\u30f3\u30c6\u30eb\u3060\u304b\u3089\u3067\u3059\u3002 \u540c\u793e\u306e PPA \u306f\u30b3\u30b9\u30c8\u304c\u4f4e\u3044\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u30012 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3053\u3067\u3001\u306a\u305c\u8a71\u304c\u9055\u3046\u306e\u304b\u3001\u3069\u3046\u5224\u65ad\u3059\u308b\u306e\u304b\u3001\u3054\u610f\u898b\u3092\u4f3a\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u306e\u8b70\u8ad6\u3092\u8e0f\u307e\u3048\u3066\u3001TSMC\u306f\u3053\u308c\u3089\u306e\u9867\u5ba2\u3068\u7af6\u5408\u4ed6\u793e\u306e\u305f\u3081\u306b\u5c06\u6765\u306e\u5bb9\u91cf\u3092\u3069\u306e\u3088\u3046\u306b\u8a08\u753b\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u304b\u3002 \u79c1\u305f\u3061\u306f\u3053\u306e\u6a5f\u4f1a\u3092\u6349\u3048\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u904e\u5ea6\u306e\u62e1\u5927\u306f\u907f\u3051\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30c1\u30e3\u30fc\u30ea\u30fc\u3002 \u76f4\u63a5\u304a\u3088\u3073\u30aa\u30f3\u30e9\u30a4\u30f3\u306e\u8074\u8846\u306e\u305f\u3081\u306b\u3001\u3042\u306a\u305f\u306e\u8cea\u554f\u3092\u8981\u7d04\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002 \u305d\u308c\u3067\u3001\u30c1\u30e3\u30fc\u30ea\u30fc\u3001\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3068\u3001\u304a\u305d\u3089\u304f\u7279\u5b9a\u306e IDM \u3068\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3 \u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u3053\u306e\u8cea\u554f\u306e\u6700\u521d\u306e\u90e8\u5206\u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u90e8\u5206\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u540c\u6c0f\u306f\u3001\u3053\u306e IDM \u3067\u306f\u3001\u540c\u793e\u306e PPA \u306f TSMC \u306e 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3092\u4e0a\u56de\u3063\u3066\u304a\u308a\u3001\u30b3\u30b9\u30c8\u306f\u3088\u308a\u4f4e\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u3067\u3082\u5f53\u793e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 \u3067\u306f\u3001\u305d\u306e\u9055\u3044\u3092\u3069\u306e\u3088\u3046\u306b\u8abf\u6574\u3059\u308c\u3070\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b? \u307e\u305f\u3001\u305d\u306e\u3088\u3046\u306a\u30bf\u30a4\u30d7\u306e\u9867\u5ba2\u5411\u3051\u306b\u5c06\u6765\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3 \u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u8a08\u753b\u3059\u308c\u3070\u3088\u3044\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30c1\u30e3\u30fc\u30ea\u30fc\u3001\u79c1\u306e\u9867\u5ba2\u306e\u540d\u524d\u3092\u8a00\u3063\u3066\u304f\u3060\u3055\u3044\u3002 \u305d\u308c\u306f\u79c1\u306e\u9867\u5ba2\u3067\u3042\u308a\u3001\u540c\u6642\u306b\u79c1\u306e\u7af6\u4e89\u76f8\u624b\u3067\u3082\u3042\u308a\u307e\u3059\u3002 \u7e70\u308a\u8fd4\u3057\u307e\u3059\u304c\u3001\u79c1\u304c\u6700\u5f8c\u306b\u5f7c\u3089\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u3068\u304d\u3001\u30b3\u30e1\u30f3\u30c8\u306f\u540c\u3058\u307e\u307e\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u5f7c\u3089\u306e\u6700\u65b0\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f TSMC \u306e N3P \u3068\u975e\u5e38\u306b\u4f3c\u3066\u3044\u308b\u304b\u3001\u540c\u7b49\u306e\u3082\u306e\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002 \u3055\u3089\u306b\u518d\u5ea6\u78ba\u8a8d\u3057\u305f\u3068\u3053\u308d\u3001\u3053\u306e\u6280\u8853\u3001\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u6280\u8853\u3067\u516c\u958b\u3055\u308c\u3066\u3044\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u3059\u3079\u3066\u306e\u4ed5\u69d8\u304c\u78ba\u8a8d\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u3059\u3079\u3066\u304c\u4eca\u5f8c\u3082\u540c\u3058\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u6280\u8853\u306e\u6210\u719f\u5ea6\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u5229\u70b9\u304c\u3042\u308b\u305f\u3081\u30012025 \u5e74\u306b\u306f\u5f7c\u3089\u306e\u88fd\u54c1\u304c\u5b8c\u6210\u3059\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002 TSMC\u306b\u3068\u3063\u3066\u3001\u6700\u65b0\u6280\u8853\u306e\u751f\u7523\u304c\u958b\u59cb\u3055\u308c\u308b\u306e\u306f\u3001\u5de5\u5834\u3067\u306e\u5927\u91cf\u751f\u7523\u304c3\u5e74\u76ee\u3068\u306a\u308b\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u9867\u5ba2\u306e\u4e3b\u5f35\u306b\u3064\u3044\u3066\u306f\u3042\u307e\u308a\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u304f\u3042\u308a\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u4fdd\u8a3c\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u304c\u3001\u5f53\u793e\u306f\u5f15\u304d\u7d9a\u304d\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u5f15\u304d\u7d9a\u304d\u5e45\u5e83\u3044\u9867\u5ba2\u57fa\u76e4\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u307b\u307c\u5168\u54e1\u304c TSMC \u3068\u5354\u529b\u3057\u3066\u3044\u307e\u3059\u3002 \u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30c1\u30e3\u30f3 — \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u306e\u3067\u3001\u7a4d\u6975\u7684\u306b\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u62e1\u5927\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u78ba\u304b\u306b280\u5104\u304b\u3089320\u5104\u307e\u3067\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u306f\u5927\u91d1\u3067\u3059\u3002 \u3053\u308c\u306f 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3068 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u5bb9\u91cf\u306b\u4f7f\u7528\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u591a\u5206\u3002 \u3053\u308c\u306b\u8272\u3092\u52a0\u3048\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3001C.C. C.C.\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u3068\u3066\u3082\u8b19\u865a\u3067\u3057\u305f\u3002<\/p>\n

\u5f7c\u306f\u79c1\u305f\u3061\u306eN3P\u304c\u5f7c\u3089\u306eI-18A\u306b\u5339\u6575\u3059\u308b\u3068\u4e3b\u5f35\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u79c1\u305f\u3061\u306f\u4f9d\u7136\u3068\u3057\u3066\u81ea\u5206\u305f\u3061\u306e\u58f0\u660e\u3092\u80af\u5b9a\u3057\u307e\u3059\u304c\u3001\u5225\u306e\u8996\u70b9\u304b\u3089\u898b\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u4f55\u3068C.C. — \u76f8\u624b\u5074\u306e\u4e3b\u5f35\u306f\u6b63\u3057\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u305d\u308c\u306f\u81ea\u793e\u306e\u88fd\u54c1\u306b\u5bfe\u3057\u3066\u306e\u307f\u3067\u3059\u3002<\/p>\n

\u901a\u5e38\u3001IDM \u306f\u81ea\u793e\u306e\u88fd\u54c1\u306b\u5408\u308f\u305b\u3066\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6700\u9069\u5316\u3057\u307e\u3059\u304c\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3067\u3042\u308b\u79c1\u305f\u3061\u3001\u5f53\u793e\u306f\u9867\u5ba2\u306e\u88fd\u54c1\u306b\u5408\u308f\u305b\u3066\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6700\u9069\u5316\u3057\u307e\u3059\u3002 \u305d\u308c\u306f\u5927\u304d\u306a\u9055\u3044\u3067\u3059\u3002 \u9ad8\u51fa\u529b\u30b5\u30fc\u30d0\u30fc\u306b\u4f7f\u7528\u3059\u308b\u3082\u306e\u306f\u3001\u624b\u6301\u3061\u306e\u30b9\u30b1\u30c3\u30c1\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u3055\u3089\u306b\u306f\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u306e\u30a8\u30c3\u30b8 AI \u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3067\u4f7f\u7528\u3059\u308b\u3082\u306e\u3068\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u305d\u308c\u3067\u3001\u3053\u308c\u3092\u898b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

PPA \u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u81ea\u5206\u305f\u3061\u306e\u58f0\u660e\u3092\u80af\u5b9a\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u304a\u5ba2\u69d8\u306e\u884c\u52d5\u3092\u898b\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3001\u305d\u308c\u304c\u3059\u3079\u3066\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30c1\u30e3\u30f3 — \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30fc\u30af\u3002 \u305d\u308c\u3067\u3001\u30b8\u30a7\u30d5\u30012\u756a\u76ee\u306b\u884c\u3063\u3066\u3082\u3044\u3044\u3067\u3059\u304b\uff1f \u306f\u3044\uff1f \u305d\u308c\u3067\u3001\u30de\u30fc\u30af\u3002 \u3067\u3059\u304b\u3089\u3001\u307e\u305a\u7b2c\u4e00\u306b\u3001\u3042\u306a\u305f\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u672c\u5f53\u306b\u611f\u8b1d\u3057\u3066\u3044\u307e\u3059\u3002 \u4e16\u754c\u4e2d\u306e\u6295\u8cc7\u5bb6\u304c\u3042\u306a\u305f\u306e\u904e\u53bb 6 \u5e74\u9593\u3001\u591a\u304f\u306e\u682a\u4e3b\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3057\u3066\u304f\u308c\u305f\u3053\u3068\u3092\u9ad8\u304f\u8a55\u4fa1\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002 \u305d\u3053\u3067\u3001\u79c1\u306e\u8cea\u554f\u306f\u300111\u6708\u306e\u6f14\u8aac\u306e\u5185\u5bb9\u306b\u3064\u3044\u3066\u3067\u3059\u3002 \u8b1b\u6f14\u306fAI\u6642\u4ee3\u306eTSMC\u306b\u95a2\u3059\u308b\u3082\u306e\u3060\u3063\u305f\u3002 \u305d\u3057\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u975e\u5e38\u306b\u8208\u5473\u6df1\u3044\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002<\/p>\n

AI\u6280\u8853\u3092\u6d3b\u7528\u3057\u3066\u9632\u5fa1\u306e\u660e\u78ba\u5316\u3084EUV\u306e\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u3092\u4f8b\u3048\u307010\uff05\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3088\u306d\uff1f \u3057\u305f\u304c\u3063\u3066\u3001\u751f\u6210 AI \u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u70b9\u3067\u975e\u5e38\u306b\u5927\u304d\u306a\u9032\u6b69\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u30b5\u30e0\u30b9\u30f3\u3084\u30a4\u30f3\u30c6\u30eb\u306f\u3001\u751f\u6210 AI \u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u672c\u5f53\u306b\u7a81\u7834\u53e3\u3092\u958b\u304d\u3001\u8cb4\u793e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u8ffd\u3044\u3064\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u304b? \u307e\u305f\u3001\u9000\u8077\u524d\u306b\u3001TSMC \u306b\u3068\u3063\u3066\u672a\u9054\u6210\u306e\u5927\u304d\u306a\u76ee\u6a19\u3084\u76ee\u6a19\u306f\u3042\u308a\u307e\u3059\u304b? \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

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\u540c\u6c0f\u306f\u3001\u540c\u4f1a\u9577\u304c11\u6708\u306b\u884c\u3063\u305f\u8b1b\u6f14\u3067\u3001TSMC\u304c\u5e38\u306b\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u3001\u6a5f\u68b0\u5b66\u7fd2\u3001AI\u3092\u6d3b\u7528\u3057\u3066\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u3066\u304d\u305f\u3053\u3068\u3092\u5171\u6709\u3057\u305f\u3068\u8ff0\u3079\u305f\u3002 \u5f7c\u306e\u8cea\u554f\u306f\u3001\u751f\u6210 AI \u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7af6\u5408\u4ed6\u793e\u304c\u540c\u3058\u3053\u3068\u3092\u3057\u3066\u8ffd\u3044\u3064\u304d\u3001\u5dee\u3092\u7e2e\u3081\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u8a31\u3055\u308c\u308b\u306e\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u3046\u3093\u3002<\/p>\n

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\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u30d6\u30eb\u30fc\u30b9\u306e\u6700\u521d\u306e\u8cea\u554f\u3092\u8981\u7d04\u3057\u307e\u3057\u3087\u3046\u3002 \u3084\u306f\u308aAI\u95a2\u9023\u304b\u306a\u3068\u601d\u3044\u307e\u3059\u3002 \u57fa\u672c\u7684\u306b\u3001\u307b\u307c\u3059\u3079\u3066\u306e\u30a4\u30ce\u30d9\u30fc\u30bf\u30fc\u304c TSMC \u3068\u5354\u529b\u3057\u3066 AI \u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u304c\u7372\u5f97\u3057\u3066\u3044\u308b\u30c1\u30c3\u30d7\u3042\u305f\u308a\u306e\u4fa1\u5024\u306f\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3084 PC \u3088\u308a\u3082\u4f4e\u3044\u3068\u601d\u308f\u308c\u308b\u3001\u3068\u5f7c\u306f\u6307\u6458\u3057\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u5f7c\u306e\u8cea\u554f\u306f\u3001TSMC \u304c\u53d6\u5f97\u3059\u308b\u30c9\u30eb\u306e\u4fa1\u5024\u304c\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u5897\u52a0\u3059\u308b\u3068\u671f\u5f85\u3067\u304d\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u306e\u4ed8\u52a0\u4fa1\u5024\u306f\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u306e\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u306e\u30a6\u30a7\u30fc\u30cf\u751f\u7523\u304b\u3089\u5f97\u3089\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u5148\u9032\u7684\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u5f97\u3089\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001\u4e00\u756a\u7c21\u5358\u306a\u3053\u3068\u304b\u3089\u5148\u306b\u7b54\u3048\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002 \u53ce\u76ca\u306f\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u3068\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306e\u4e21\u65b9\u304b\u3089\u5f97\u3089\u308c\u307e\u3059\u3002 \u4fa1\u5024\u3092\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u3001\u306f\u3044\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3001\u9593\u9055\u3044\u306a\u304f\u3002 \u3057\u304b\u3057\u3001\u6700\u521d\u306b\u8a00\u3063\u3066\u304a\u304d\u305f\u3044\u306e\u306f\u3001\u79c1\u306e\u9867\u5ba2\u304c AI \u5206\u91ce\u3067\u5927\u304d\u306a\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u79c1\u305f\u3061\u304c AI \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e3b\u8981\u306a\u30a4\u30cd\u30fc\u30d6\u30e9\u30fc\u3067\u3042\u308b\u3053\u3068\u3092\u975e\u5e38\u306b\u3046\u308c\u3057\u304f\u601d\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u4eca\u65e5\u3001\u3053\u308c\u307e\u3067\u306e\u3068\u3053\u308d\u3001AI \u3067\u898b\u3089\u308c\u308b\u3082\u306e\u306f\u3059\u3079\u3066 TSMC \u304b\u3089\u63d0\u4f9b\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002 \u3053\u3053\u3067\u3001\u5024\u3092\u3069\u306e\u3088\u3046\u306b\u53d6\u5f97\u3059\u308b\u304b\u3068\u3044\u3046\u8cea\u554f\u304c\u751f\u3058\u307e\u3059\u3002 \u6211\u3005\u306f\u305d\u308c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u5b9f\u969b\u3001\u4eca\u65e5\u3067\u306f\u3001AI \u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3001\u3064\u307e\u308a AI \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5168\u4f53\u306e\u5408\u8a08\u5024\u306f\u3001\u975e\u5e38\u306b\u5c0f\u3055\u306a\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u3067\u3042\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002 \u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306b\u304a\u3051\u308b AI \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u307e\u305f\u306f\u534a\u5c0e\u4f53\u306e\u4fa1\u5024\u3092\u7d5e\u308a\u8fbc\u3080\u3068\u3001\u78ba\u304b\u306b\u305d\u308c\u306f\u5c0f\u3055\u306a\u5272\u5408\u3067\u3059\u3002 \u3057\u304b\u3057\u3001TSMC \u306e\u5834\u5408\u3001\u79c1\u305f\u3061\u306f AI \u306e CAGR \u3068\u3044\u3046\u5206\u3051\u524d\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u6bce\u5e74\u306e\u6210\u9577\u7387\u306f\u7d04 50% \u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u79c1\u305f\u3061\u306f\u3001\u5c06\u6765\u3055\u3089\u306b\u591a\u304f\u306e\u6a5f\u4f1a\u3092\u7372\u5f97\u3067\u304d\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002 \u3064\u307e\u308a\u30012027 \u5e74\u307e\u3067\u306b\u3001\u975e\u5e38\u306b\u72ed\u3044\u7bc4\u56f2\u3067 AI \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3 \u30d7\u30ed\u30bb\u30c3\u30b5\u304b\u3089\u306e\u53ce\u76ca\u304c\u5f97\u3089\u308c\u308b\u3060\u308d\u3046\u3068\u79c1\u305f\u3061\u306f\u8a00\u3063\u305f\u306e\u3067\u3059\u3002 \u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306b\u3064\u3044\u3066\u306f\u8a00\u3046\u307e\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3057\u3001\u4ed6\u306e\u3059\u3079\u3066\u306b\u3064\u3044\u3066\u3082\u8a00\u3046\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u4fa1\u5024\u3092\u3055\u3089\u306b\u62e1\u5f35\u3059\u308b\u305f\u3081\u306b\u3001\u5b9f\u969b\u306b\u306f\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3092\u542b\u3080\u3059\u3079\u3066\u306e\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9 (PC \u3082\u542b\u3080) \u306b AI \u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u7d44\u307f\u8fbc\u307e\u308c\u59cb\u3081\u307e\u3059\u3002 \u305f\u3068\u3048\u3070\u3001\u3042\u308b\u7a2e\u306e\u30cb\u30e5\u30fc\u30e9\u30eb\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u642d\u8f09\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30b7\u30ea\u30b3\u30f3\u542b\u6709\u91cf\u306f\u5927\u5e45\u306b\u5897\u52a0\u3057\u307e\u3059\u304c\u3001\u5b9f\u969b\u306e CAGR \u306f 1 \u6841\u53f0\u524d\u534a\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30b7\u30ea\u30b3\u30f3\u542b\u6709\u91cf\u306f\u3088\u308a\u91cd\u8981\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u3059\u3079\u3066\u3092\u307e\u3068\u3081\u308b\u3068\u3001AI \u95a2\u9023\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u90e8\u3092\u5b9f\u884c\u3059\u308b\u3068\u3001\u5b9f\u969b\u306b\u306f TSMC \u304c\u6210\u9577\u3059\u308b\u306e\u306f\u304b\u306a\u308a\u5927\u304d\u306a\u91d1\u984d\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u30d6\u30eb\u30fc\u30b9\u3001\u4e8c\u3064\u76ee\u306e\u8cea\u554f\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

\u30d6\u30eb\u30fc\u30b9\u30fb\u30eb\u30fc — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3002 2 \u756a\u76ee\u306e\u8cea\u554f\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u30ca\u30ed\u30fc\u30b7\u30fc\u30c8\u3001\u3064\u307e\u308a\u9ad8\u5ea6\u306a\u30ce\u30fc\u30c9\u306b\u79fb\u884c\u3057\u3064\u3064\u3042\u308b\u4eca\u3001\u4eca\u65e5\u3067\u306f\u65b0\u305f\u306a\u6280\u8853\u683c\u5dee\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u9ad8 NA \u3084 EUV \u30c4\u30fc\u30eb\u306a\u3069\u3067\u3059\u3002 , TSMC\u306f\u4ed6\u306e\u540c\u696d\u4ed6\u793e\u3068\u306f\u7570\u306a\u308b\u898b\u89e3\u3092\u6301\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u904e\u53bb 20 \u5e74\u300130 \u5e74\u306b\u308f\u305f\u3063\u3066\u3001TSMC \u304c\u5e38\u306b\u6b63\u3057\u3044\u6c7a\u5b9a\u3092\u4e0b\u3059\u6280\u8853\u683c\u5dee\u304c\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3057\u305f\u3002 \u305d\u308c\u3067\u3001\u306a\u305c\u3042\u306a\u305f\u304c\u73fe\u5728\u306e\u30eb\u30fc\u30c8\u3092\u9078\u3093\u3060\u306e\u304b\u3001\u4ed6\u306e\u4ef2\u9593\u3068\u6bd4\u3079\u3066\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b? \u9577\u6240\u3068\u77ed\u6240\u306f\u4f55\u3067\u3059\u304b? \u5229\u70b9\u306f\u4f55\u3067\u3059\u304b? \u305d\u3057\u3066\u3001TSMC\u306f\u305d\u308c\u3092\u6700\u5148\u7aef\u306e\u6210\u529f\u306e\u9375\u3068\u306a\u308b\u8981\u56e0\u3068\u3057\u3066\u6d3b\u7528\u3067\u304d\u308b\u3068\u3069\u308c\u307b\u3069\u78ba\u4fe1\u3057\u3066\u3044\u308b\u3067\u3057\u3087\u3046\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u30d6\u30eb\u30fc\u30b9\u306e 2 \u756a\u76ee\u306e\u8cea\u554f\u306f\u3001\u57fa\u672c\u7684\u306b\u306f\u6280\u8853\u958b\u767a\u3068\u610f\u601d\u6c7a\u5b9a\u306b\u95a2\u3059\u308b\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u5f7c\u306f\u3001\u73fe\u5728\u3001\u30ca\u30ed\u30fc\u30b7\u30fc\u30c8\u306e\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u69cb\u9020\u3092\u63a1\u7528\u3059\u308b\u304b\u3069\u3046\u304b\u3001\u9ad8 NA \u30c4\u30fc\u30eb\u3092\u63a1\u7528\u3059\u308b\u304b\u3069\u3046\u304b\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u4f01\u696d\u306e\u6280\u8853\u7684\u6c7a\u5b9a\u306e\u9593\u306b\u76f8\u9055\u3001\u3064\u307e\u308a\u5f7c\u306e\u8a00\u8449\u3067\u306f\u300c\u5206\u65ad\u300d\u304c\u3042\u308b\u3053\u3068\u306b\u6c17\u3065\u304d\u307e\u3057\u305f\u3002 \u540c\u6c0f\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u306f\u6211\u3005\u306e\u696d\u754c\u3067\u306f\u5e38\u306b\u8d77\u3053\u3063\u3066\u3044\u305f\u304c\u3001TSMC\u306f\u3069\u3046\u3044\u3046\u308f\u3051\u304b\u6b63\u3057\u3044\u6c7a\u5b9a\u3092\u4e0b\u3059\u3053\u3068\u304c\u3067\u304d\u305f\u3068\u904e\u53bb\u306b\u8ff0\u3079\u305f\u3002<\/p>\n

\u305d\u3053\u3067\u5f7c\u306f\u7279\u306b\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u904e\u7a0b\u3067\u4f55\u3092\u898b\u3066\u3001\u8a55\u4fa1\u3059\u308b\u306e\u304b\u3001\u9577\u6240\u3001\u77ed\u6240\u3001\u5229\u70b9\u306f\u4f55\u306a\u306e\u304b\u3092\u5c0b\u306d\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u304a\u305d\u3089\u304f\u6700\u3082\u91cd\u8981\u306a\u3053\u3068\u306f\u3001\u7af6\u5408\u4ed6\u793e\u306e\u884c\u52d5\u3092\u8003\u616e\u3057\u3066\u3001\u30ca\u30ce\u30b7\u30fc\u30c8\u3067\u3042\u308d\u3046\u3068\u9ad8 NA \u3067\u3042\u308d\u3046\u3068\u3001\u4eca\u5f8c\u306e\u6280\u8853\u6c7a\u5b9a\u306b\u3064\u3044\u3066\u3069\u306e\u7a0b\u5ea6\u81ea\u4fe1\u304c\u3042\u308b\u306e\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30d6\u30eb\u30fc\u30b9\u3001\u3042\u306a\u305f\u306f\u975e\u5e38\u306b\u6280\u8853\u7684\u306a\u8cea\u554f\u3092\u3057\u3066\u3044\u307e\u3059\u306d\u3002 \u8ab0\u3082\u304c\u9ad8 NA \u3084\u30ca\u30ed\u30fc\u30b7\u30fc\u30c8\u3001\u307e\u305f\u306f [Inaudible] \u306b\u3064\u3044\u3066\u77e5\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u8cea\u554f\u306b\u7b54\u3048\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002 \u79c1\u305f\u3061\u306f\u5e38\u306b\u6b63\u3057\u3044\u6c7a\u5b9a\u3092\u4e0b\u3057\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306e\u5b9f\u7e3e\u304c\u305d\u308c\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u5341\u5206\u3067\u3059\u304b\uff1f OK\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u306a\u305c\u306a\u3089\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u81ea\u4f53\u306b\u4fa1\u5024\u306f\u306a\u304f\u3001\u305d\u308c\u304c\u9867\u5ba2\u306b\u5f79\u7acb\u3064\u3082\u306e\u306b\u306e\u307f\u4fa1\u5024\u304c\u3042\u308b\u304b\u3089\u3067\u3059\u3002 \u305d\u306e\u305f\u3081\u3001\u5f53\u793e\u306f\u5e38\u306b\u304a\u5ba2\u69d8\u3068\u5354\u529b\u3057\u3066\u3001\u6700\u9ad8\u306e\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u6280\u8853\u3068\u6700\u9ad8\u306e\u96fb\u529b\u52b9\u7387\u306e\u9ad8\u3044\u6280\u8853\u3092\u3001\u59a5\u5f53\u306a\u30b3\u30b9\u30c8\u3067\u63d0\u4f9b\u3057\u3001\u3055\u3089\u306b\u91cd\u8981\u306a\u3053\u3068\u306b\u3001\u5927\u91cf\u751f\u7523\u306b\u304a\u3051\u308b\u6280\u8853\u306e\u6210\u719f\u5ea6\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u305d\u308c\u306f\u3059\u3079\u3066\u91cd\u8981\u3067\u3059\u3002 \u3059\u3079\u3066\u3002<\/p>\n

\u3059\u3079\u3066\u304c\u3072\u3068\u3064\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u308b\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u306f\u3001\u4f55\u3089\u304b\u306e\u65b0\u3057\u3044\u69cb\u9020\u304c\u3042\u308b\u3053\u3068\u3001\u9ad8 NA EUV \u306a\u3069\u306e\u65b0\u3057\u3044\u30c4\u30fc\u30eb\u304c\u3042\u308b\u3053\u3068\u3092\u77e5\u308b\u305f\u3073\u306b\u3001\u305d\u308c\u3092\u6ce8\u610f\u6df1\u304f\u8abf\u3079\u3001\u30c4\u30fc\u30eb\u306e\u6210\u719f\u5ea6\u3092\u8abf\u3079\u3001\u30c4\u30fc\u30eb\u306e\u30b3\u30b9\u30c8\u3092\u8abf\u3079\u307e\u3059\u3002 \u305d\u3057\u3066\u305d\u308c\u3092\u3069\u306e\u3088\u3046\u306b\u9054\u6210\u3059\u308b\u304b\u3068\u3044\u3046\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u898b\u3066\u304f\u3060\u3055\u3044\u3002 \u79c1\u305f\u3061\u306f\u3001\u304a\u5ba2\u69d8\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u5e38\u306b\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u6b63\u3057\u3044\u6c7a\u5b9a\u3092\u4e0b\u3057\u307e\u3059\u3002 \u305d\u3057\u3066\u3053\u308c\u307e\u3067\u306e\u3068\u3053\u308d\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u304c TSMC \u306e\u9032\u6b69\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u308c\u306f\u3042\u306a\u305f\u306e\u8cea\u554f\u306e\u7b54\u3048\u306b\u306a\u308a\u307e\u3057\u305f\u304b\uff1f 1 \u4eba\u3092\u9664\u3044\u3066\u3001\u307b\u307c\u5168\u54e1\u304c 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3067 TSMC \u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001C.C. \u306f\u3044\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u306b\u884c\u304d\u307e\u3057\u3087\u3046\u3002\u96fb\u8a71\u4f1a\u8b70\u3067\u30c0\u30a4\u30e4\u30eb\u30a4\u30f3\u3057\u3066\u3044\u308b\u53c2\u52a0\u8005\u304b\u3089\u306e\u6b21\u306e 2 \u3064\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u3060\u3055\u3044\u3002 \u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3055\u3093\u3001\u540d\u524d\u3068\u4f1a\u793e\u540d\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f<\/p>\n

\u8cea\u554f\u3068\u56de\u7b54\uff1a<\/p>\n

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

\u306f\u3044\u3002 \u6700\u521d\u306b\u8cea\u554f\u3057\u305f\u306e\u306f\u3001JP\u30e2\u30eb\u30ac\u30f3\u306e\u30b4\u30af\u30eb\u30fb\u30cf\u30ea\u30cf\u30e9\u30f3\u6c0f\u3067\u3059\u3002<\/p>\n

\u30b4\u30af\u30eb\u30fb\u30cf\u30ea\u30cf\u30e9\u30f3 — JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3046\u3093\u3002 \u3053\u3093\u306b\u3061\u306f\u3002 \u65b0\u5e74\u660e\u3051\u307e\u3057\u3066\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 [\u805e\u304d\u53d6\u308c\u307e\u305b\u3093] C.C.<\/p>\n

AI \u306e\u8ca2\u732e\u306b\u3064\u3044\u3066\u8ff0\u3079\u305f [\u8074\u53d6\u4e0d\u53ef]\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u30aa\u30fc\u30b1\u30fc\u3001\u30b4\u30af\u30eb\u3002 OK\u3001\u7dda\u304c\u306f\u3063\u304d\u308a\u3057\u3066\u3044\u306a\u3044\u306e\u3067\u3001\u5c11\u3057\u901f\u5ea6\u3092\u843d\u3068\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u5f7c\u306e\u8cea\u554f\u306f\u7406\u89e3\u3067\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u306f\u5f7c\u304c\u78ba\u8a8d\u3057\u305f\u3044\u3053\u3068\u3067\u3059\u3001C.C\u3001\u3042\u306a\u305f\u306f\u3001\u30b5\u30fc\u30d0\u30fc AI \u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u8ca2\u732e\u3068\u547c\u3070\u308c\u308b\u975e\u5e38\u306b\u72ed\u3044\u5b9a\u7fa9\u304c\u3042\u308b\u3068\u8a00\u3044\u307e\u3057\u305f\u304c\u3001\u524d\u56de\u306f\u3001 \u79c1\u305f\u3061\u306f\u30ed\u30fc\u30c6\u30a3\u30fc\u30f3\u3068\u8a00\u3063\u305f\u3002<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

ChatGPT \u304c\u666e\u53ca\u3057\u305f\u524d\u56de\u3001\u304a\u305d\u3089\u304f\u6628\u5e74\u306e 3 \u6708\u304b 4 \u6708\u307e\u3067\u306e\u7b2c 1 \u56db\u534a\u671f\u4ee5\u964d\u3001\u9700\u8981\u304c\u6025\u6fc0\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002 \u305d\u3053\u3067\u3001\u9867\u5ba2\u306f\u8fc5\u901f\u306b\u5bfe\u5fdc\u3057\u3001TSMC \u306b\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u3068\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306e\u4e21\u65b9\u3067\u5bb9\u91cf\u3092\u6e96\u5099\u3059\u308b\u3088\u3046\u4f9d\u983c\u3057\u307e\u3057\u305f\u3002 \u3060\u304b\u3089\u3053\u305d\u79c1\u305f\u3061\u306f\u3001AI \u306e\u53ce\u76ca\u304c\u5897\u52a0\u3059\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002 \u3061\u306a\u307f\u306b\u3001\u3053\u3053\u3067\u306f AI \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3 \u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u307f\u306b\u7d5e\u308a\u8fbc\u307f\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u3068\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306e\u4e21\u65b9\u3067\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u80fd\u529b\u3092\u6e96\u5099\u3059\u308b\u3068\u3044\u3046\u30b7\u30a7\u30a2\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u3001\u3054\u5b58\u77e5\u306e\u3068\u304a\u308a\u3001\u79c1\u305f\u3061\u306f\u4eca\u65e5\u307e\u3067\u306e\u3068\u3053\u308d\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u307e\u3059\u3002 \u3059\u3067\u306b\u5897\u52a0\u3068\u52e2\u3044\u304c\u898b\u3089\u308c\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u7686\u3055\u3093\u304c\u3053\u306e\u554f\u984c\u3092\u8ffd\u8de1\u3057\u7d9a\u3051\u308c\u3070\u3001\u305d\u306e\u6570\u306f\u3055\u3089\u306b\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3069\u308c\u3060\u3051\u304b\u306f\u5206\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u305d\u3046\u8a00\u3048\u308b\u81ea\u4fe1\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u305d\u308c\u3067\u3001\u30cf\u30a4\u30c6\u30a3\u30fc\u30f3\u306f\u78ba\u5b9a\u3057\u307e\u3057\u305f\u304b\uff1f<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u4ee5\u4e0a\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3055\u3066\u3001\u30b4\u30af\u30eb\u3055\u3093\u3001\u3053\u308c\u3067\u6700\u521d\u306e\u8cea\u554f\u304c\u660e\u78ba\u306b\u306a\u308b\u3068\u3044\u3044\u3067\u3059\u306d\u3002<\/p>\n

\u30b4\u30af\u30eb\u30fb\u30cf\u30ea\u30cf\u30e9\u30f3 — JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 2\u756a\u76ee\u306e\u8cea\u554f\u306f\u3001\u7c97\u5229\u306b\u3064\u3044\u3066\u3067\u3059\u3002 \u4e0d\u666f\u6c17\u306e\u4e2d\u3067\u3001\u79c1\u305f\u3061\u306f\u4ee5\u524d\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9ad8\u3044\u6c34\u6e96\u3067\u5e95\u3092\u6253\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

OK\u3001\u30d5\u30eb\u7a3c\u50cd\u306b\u8fd1\u3044\u72b6\u614b\u306b\u623b\u3063\u305f\u3068\u304d\u306b\u4f55\u304c\u8d77\u3053\u308b\u304b\u306b\u3064\u3044\u3066\u5c11\u3057\u8a71\u3057\u307e\u3057\u3087\u3046\u3002 \u3064\u307e\u308a\u30012023 \u5e74\u306b\u306a\u3063\u3066\u3082\u30d5\u30eb\u7a3c\u50cd\u7387\u3092\u306f\u308b\u304b\u306b\u4e0b\u56de\u308b\u6c34\u6e96\u3067\u7a3c\u50cd\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u751f\u7523\u80fd\u529b\u306e\u8ee2\u63db\u306b\u3088\u308a 23 \u5e74\u4e0b\u534a\u671f\u306b\u4e88\u60f3\u3055\u308c\u308b\u7c97\u5229\u306e\u5e0c\u8584\u5316\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b? \u3044\u3063\u305f\u3044\u4f55\u304c\u7c97\u5229\u306e\u5e0c\u8584\u5316\u306b\u3064\u306a\u304c\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u3057\u3066\u3001\u305d\u308c\u306f\u4e00\u6642\u7684\u306a\u5e0c\u8584\u5316\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3001\u5c11\u3057\u306e\u9593\u7d9a\u304d\u3001\u305d\u306e\u5f8c 2025 \u5e74\u306b\u306f\u6a2a\u3070\u3044\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30b4\u30af\u30eb\u3002 \u79c1\u306e\u805e\u304d\u65b9\u304c\u6b63\u3057\u3051\u308c\u3070\u3001Gokul \u3055\u3093\u306e 2 \u756a\u76ee\u306e\u8cea\u554f\u306f\u7c97\u5229\u76ca\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u3068\u3044\u3046\u308f\u3051\u3067\u30012\u90e8\u69cb\u6210\u3067\u3059\u3002<\/p>\n

\u304a\u305d\u3089\u304f\u6700\u521d\u306e 2 \u756a\u76ee\u306e\u90e8\u5206\u3067\u3001\u5f7c\u304c\u5c0b\u306d\u3066\u3044\u308b\u306e\u306f\u3001\u4eca\u5e74\u4e0b\u534a\u671f\u306e\u3053\u306e\u7c97\u5229\u76ca\u306b\u3064\u3044\u3066\u3001\u7279\u306b\u30a6\u30a7\u30f3\u30c7\u30eb\u304c\u8aac\u660e\u3057\u305f\u3053\u3068\u306b\u3064\u3044\u3066\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u751f\u7523\u80fd\u529b\u306e\u4e00\u90e8\u3092\u8ee2\u63db\u3059\u308b\u8a08\u753b\u304c\u3042\u308a\u3001\u3053\u3053\u3067\u306e\u7c97\u5229\u76ca\u3078\u306e\u5f71\u97ff\u304c\u8003\u3048\u3089\u308c\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u308c\u306f\u4e00\u5ea6\u9650\u308a\u306e\u3053\u3068\u3067\u3059\u304b\uff1f \u3053\u308c\u306f\u8cc7\u672c\u306e\u65b9\u304c\u826f\u3044\u3067\u3059\u304b\uff1f \u3053\u308c\u306f\u4e2d\u9577\u671f\u7684\u306a\u53ce\u76ca\u6027\u306b\u3068\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u610f\u5473\u3092\u6301\u3064\u306e\u3067\u3057\u3087\u3046\u304b\uff1f \u3053\u3053\u307e\u3067\u304c\u6700\u521d\u306e\u90e8\u5206\u3067\u3001\u6b21\u306b 2 \u756a\u76ee\u306e\u90e8\u5206\u306b\u9032\u307f\u307e\u3059\u3002<\/p>\n

\u30a6\u30a7\u30f3\u30c7\u30eb\u30fb\u30d5\u30a1\u30f3 — \u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u53f3\u3002 \u4e0b\u534a\u671f\u3001\u5148\u307b\u3069\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u4eca\u5e74\u306e\u5f53\u793e\u306e\u7c97\u5229\u76ca\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u30de\u30a4\u30ca\u30b9\u8981\u56e0\u304c 2 \u3064\u3042\u308a\u307e\u3059\u3002 1\u3064\u76ee\u306fN3\u5e0c\u91c8\u3067\u3059\u3002 N3\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u306f\u524d\u534a\u306b\u6bd4\u3079\u3066\u5f8c\u534a\u306e\u65b9\u304c\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001N3 \u5e0c\u91c8\u306b\u3088\u308b\u4e0b\u534a\u671f\u306e\u5f71\u97ff\u306f 3 \uff5e 4 \u30d1\u30fc\u30bb\u30f3\u30c8 \u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308a\u307e\u3059\u3002 \u307e\u305f\u3001N5 \u306e\u5b9a\u54e1\u304c N3 \u306b\u5909\u63db\u3055\u308c\u308b\u3053\u3068\u3082\u3001\u4e3b\u306b\u5f8c\u534a\u306b\u884c\u308f\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u305d\u308c\u306f 1 \uff5e 2 \u30d1\u30fc\u30bb\u30f3\u30c8 \u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308a\u307e\u3059\u306d\u3002 \u305d\u308c\u306f\u4eca\u5e74\u306e\u3053\u3068\u3067\u3059\u3002 \u9577\u671f\u7684\u306b\u306f\u3001\u3053\u308c\u3089 2 \u3064\u306e\u8981\u7d20\u306b\u6ce8\u76ee\u3059\u308b\u3068\u3001\u53ce\u76ca\u6027\u306f\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u6539\u5584\u307e\u305f\u306f\u5897\u52a0\u3057\u7d9a\u3051\u308b\u305f\u3081\u3001N3 \u306e\u5e0c\u8584\u5316\u306f\u5f90\u3005\u306b\u6e1b\u5c11\u3059\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

N5 \u304c N3 \u306b\u8ee2\u63db\u3055\u308c\u308b\u3068\u3001\u53ce\u76ca\u6027\u3078\u306e\u5f71\u97ff\u306f 1 \u56de\u9650\u308a\u3067\u3042\u308a\u3001\u77ed\u671f\u7684\u306b\u306f\u6e08\u307f\u307e\u3059\u304c\u3001\u4e2d\u9577\u671f\u7684\u306b\u306f\u8cc7\u672c\u52b9\u7387\u304c\u3082\u305f\u3089\u3055\u308c\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u3089\u3092\u5408\u308f\u305b\u305f\u30e1\u30ea\u30c3\u30c8\u306f\u3001\u77ed\u671f\u7684\u306b\u306f\u4e00\u5ea6\u9650\u308a\u306e\u30d2\u30c3\u30c8\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u5927\u304d\u304f\u306a\u308b\u3067\u3057\u3087\u3046\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u3053\u308c\u3089 2 \u3064\u306e\u8981\u7d20\u3092\u542b\u3080\u9577\u671f\u7684\u306a\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u305d\u308c\u306b\u52a0\u3048\u3066\u3001\u5f53\u793e\u306f C.C. \u3068\u3057\u3066\u5f53\u793e\u306e\u4fa1\u5024\u3001\u6280\u8853\u7684\u4fa1\u5024\u3092\u8ca9\u58f2\u3057\u3066\u3044\u307e\u3059\u3002 \u524d\u8ff0\u3057\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30b3\u30b9\u30c8\u524a\u6e1b\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f53\u793e\u306f\u77ed\u671f\u7684\u306a\u666f\u6c17\u5faa\u74b0\u3067\u306f\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u5e02\u5834\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u751f\u7523\u80fd\u529b\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u975e\u5e38\u306b\u512a\u308c\u305f\u6d3b\u7528\u304c\u53ef\u80fd\u3067\u3059\u3002 \u79c1\u305f\u3061\u304c\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u304d\u306a\u3044\u552f\u4e00\u306e\u3082\u306e\u306f\u70ba\u66ff\u30ec\u30fc\u30c8\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u3092\u7dcf\u5408\u3057\u3066\u3082\u300153% \u4ee5\u4e0a\u306e\u9577\u671f\u6210\u9577\u7387\u306f\u9054\u6210\u53ef\u80fd\u3067\u3042\u308b\u3068\u5f53\u793e\u306f\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

OK\u3001\u30b4\u30af\u30eb\u3001\u3053\u308c\u3067\u3042\u306a\u305f\u306e\u8cea\u554f\u306e\u4e21\u65b9\u306e\u90e8\u5206\u306b\u7b54\u3048\u3089\u308c\u307e\u3057\u305f\u304b?<\/p>\n

\u30b4\u30af\u30eb\u30fb\u30cf\u30ea\u30cf\u30e9\u30f3 — JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3046\u3093\u3002 \u660e\u78ba\u306b\u3057\u3066\u304a\u304d\u307e\u3059\u304c\u3001\u73fe\u5728\u306e\u7a3c\u50cd\u7387\u304c\u901a\u5e38\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u4f4e\u3044\u3053\u3068\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3001\u3042\u306a\u305f\u304c\u793a\u5506\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30a2\u30c3\u30d7\u30b5\u30a4\u30af\u30eb\u304c\u3055\u3089\u306b\u52e2\u3044\u3092\u5897\u3057\u59cb\u3081\u308c\u3070\u3001\u7c97\u5229\u76ca\u7387\u306f 50 \u53f0\u534a\u3070\u304b\u3089\u5f8c\u534a\u306b\u623b\u308b\u306f\u305a\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u306f\u30012022 \u5e74\u306b\u898b\u3089\u308c\u305f\u3082\u306e\u3068\u540c\u3058\u3067\u3059\u3002\u3053\u308c\u306f\u5408\u7406\u7684\u306a\u671f\u5f85\u3067\u3057\u3087\u3046\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30b4\u30af\u30eb\u3002 \u3064\u307e\u308a\u3001\u30b4\u30af\u30eb\u3055\u3093\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u3001\u5f7c\u306f 53% \u4ee5\u4e0a\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002 \u3082\u3063\u3068\u9ad8\u304f\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u3059\u304b? \u306a\u305c\u306a\u3089\u3001\u3082\u3061\u308d\u3093\u3001\u6628\u5e74\u306e\u7a3c\u50cd\u7387\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u7a3c\u50cd\u7387\u306f\u4f4e\u304b\u3063\u305f\u306e\u3067\u3059\u304c\u3001\u305d\u308c\u3067\u3082\u306a\u3093\u3068\u304b\u7d0d\u54c1\u3067\u304d\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u305d\u3053\u3067\u3001\u5229\u7528\u7387\u304c\u30d5\u30eb\u306b\u623b\u3063\u305f\u3089\u300150 \u53f0\u534a\u3070\u304b\u3089\u5f8c\u534a\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u5f7c\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u6211\u3005\u306f\u305d\u308c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002 \u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3001\u304a\u5ba2\u69d8\u306e\u3054\u8981\u671b\u306b\u5fdc\u3058\u3066\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u3054\u7528\u610f\u3044\u305f\u3057\u307e\u3059\u3002 \u6628\u5e74\u306f\u3001\u8ab0\u3082\u304c\u4e88\u60f3\u3092\u5916\u3057\u3001TSMC\u3082\u540c\u69d8\u3060\u3063\u305f\u306e\u3067\u3001\u975e\u5e38\u306b\u56f0\u96e3\u306a\u5e74\u3068\u306a\u308a\u307e\u3057\u305f\u3002 \u305d\u308c\u3067\u3001\u7a3c\u50cd\u7387\u306f\u304b\u306a\u308a\u60aa\u3044\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u8ab0\u3082\u304c\u3088\u308a\u591a\u304f\u306e\u7d4c\u9a13\u3092\u7a4d\u3093\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001TSMC\u306e\u7a3c\u50cd\u7387\u306f\u4eca\u5f8c\u3082\u5897\u52a0\u3057\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002 \u305d\u308c\u306f\u79c1\u304c\u4fdd\u8a3c\u3057\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

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

\u30a6\u30a7\u30f3\u30c7\u30eb\u30fb\u30d5\u30a1\u30f3 — \u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u308c\u3067\u3001\u554f\u984c\u306f\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u304c\u53ef\u80fd\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30b4\u30af\u30eb\u3002<\/p>\n

\u30b4\u30af\u30eb\u30fb\u30cf\u30ea\u30cf\u30e9\u30f3 — JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002 \u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u6b21\u306b\u9032\u307f\u307e\u3057\u3087\u3046 — \u901a\u8a71\u306e 2 \u756a\u76ee\u306e\u53c2\u52a0\u8005\u304b\u3089\u306e\u8cea\u554f\u306b\u7b54\u3048\u307e\u3059\u3002<\/p>\n

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

2\u756a\u76ee\u306b\u8cea\u554f\u3059\u308b\u306e\u306fUBS\u306e\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9\u3067\u3059\u3002<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9 — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u30de\u30fc\u30af\u3068C.C.\u306e\u4e8c\u4eba\u306e\u5e78\u904b\u3092\u7948\u308a\u307e\u3059\u3002 \u4eca\u5f8c\u306e\u79fb\u884c\u671f\u306b\u5411\u3051\u3066\u3002<\/p>\n

IDM \u306b\u95a2\u3059\u308b\u8cea\u554f\u306b\u623b\u3063\u3066\u805e\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u5148\u307b\u3069\u3001\u7af6\u5408\u4ed6\u793e\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u5b9f\u969b\u306b\u306f\u975e\u5e38\u306b\u512a\u308c\u3066\u304a\u308a\u3001\u81ea\u793e\u306e\u88fd\u54c1\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u308b\u3068\u3042\u306a\u305f\u306f\u8a8d\u3081\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u4eca\u5f8c 2 \uff5e 3 \u5e74\u3092\u898b\u901a\u3057\u305f\u5834\u5408\u3001HPC \u3067\u306e\u8cb4\u793e\u88fd\u54c1\u306b\u3088\u308b IDM \u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u5897\u52a0\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u3001\u6210\u9577\u304c\u7d9a\u304f\u304b\u3001\u3042\u308b\u3044\u306f\u5c11\u3057\u306f\u9006\u8ee2\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u8003\u3048\u3089\u308c\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u3042\u306a\u305f\u306e\u898b\u89e3\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002 \u4eca\u3001\u76ee\u306e\u524d\u306b\u3042\u308b\u30c1\u30e3\u30f3\u30b9\u3092\u51b7\u5374\u3057\u305f\u3044\u3067\u3059\u304b\uff1f<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30e9\u30f3\u30c7\u30a3\u3002 \u305d\u3053\u3067\u3001Randy \u306e\u6700\u521d\u306e\u8cea\u554f\u306f IDM \u306b\u623b\u308a\u307e\u3059\u3002 \u5f7c\u306e\u8cea\u554f\u306f\u3001IDM \u304c\u81ea\u793e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u304b\u306a\u308a\u512a\u308c\u3066\u3044\u308b\u3068\u8a00\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u304c\u3001\u4eca\u5f8c 2 \uff5e 3 \u5e74\u3067\u3053\u306e IDM \u306e TSMC \u3078\u306e\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0 \u30d3\u30b8\u30cd\u30b9\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u306f\u4f55\u3067\u3059\u304b? \u3068\u3044\u3046\u3082\u306e\u3067\u3059\u3002\u30ea\u30b9\u30af\u306f\u4f55\u3067\u3059\u304b? \u3053\u306e\u307e\u307e\u6210\u9577\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b\uff1f \u305d\u308c\u3068\u3082\u3001\u3053\u308c\u304c\u9006\u8ee2\u3057\u3066\u793e\u5185\u306e IDM \u306b\u623b\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u3057\u3066\u3001\u3053\u308c\u3092\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u307e\u305f\u306f\u8a08\u753b\u3059\u308c\u3070\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30aa\u30fc\u30b1\u30fc\u3001\u30e9\u30f3\u30c7\u30a3\u3002 \u305d\u308c\u306f\u826f\u3044\u8cea\u554f\u3067\u3059\u3002\u5b9f\u969b\u3001\u79c1\u305f\u3061\u306f IDM \u3092\u542b\u3080\u3059\u3079\u3066\u306e\u8003\u616e\u4e8b\u9805\u3092\u8003\u616e\u3057\u307e\u3057\u305f\u304c\u3001MCO \u3067\u306f\u305d\u308c\u3092\u884c\u3046\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002 \u5b9f\u969b\u3001\u79c1\u305f\u3061\u306f\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u304a\u3044\u3066\u305d\u308c\u3092\u8003\u616e\u306b\u5165\u308c\u307e\u3057\u305f\u3002 \u5b9f\u969b\u306e\u3068\u3053\u308d\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u6e96\u5099\u3059\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u4fdd\u5b88\u7684\u306a\u65b9\u6cd5\u3092\u63a1\u7528\u3057\u307e\u3057\u305f\u3002 \u3053\u308c\u4ee5\u4e0a\u8a71\u3059\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u6226\u7565\u3060\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9 — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3067\u304d\u308c\u3070\u3001\u5b9f\u969b\u306b\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u5148\u307b\u3069\u5897\u52a0\u7387\u306f\u920d\u5316\u3059\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u6210\u9577\u306b\u4f34\u3063\u3066\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u5897\u52a0\u3059\u308b\u306f\u305a\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3054\u76f8\u8ac7\u3044\u305f\u3060\u3051\u308c\u3070\u3001\u3042\u306a\u305f\u304c\u6307\u5c0e\u3057\u305f\u8a2d\u5099\u6295\u8cc7\u306f\u6a2a\u3070\u3044\u3067\u3057\u305f\u3002 \u3053\u308c\u3092\u4e00\u6642\u505c\u6b62\u3068\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002\u4e00\u65b9\u3067\u30012 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u79fb\u884c\u3057\u59cb\u3081\u308b\u3068\u3001\u5225\u306e\u5897\u52a0\u306e\u6ce2\u304c\u6765\u308b\u306f\u305a\u3067\u3059\u3002<\/p>\n

2 \u756a\u76ee\u306e\u90e8\u5206\u306f\u3001\u591a\u5c11\u95a2\u9023\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5730\u7406\u7684\u306a\u62e1\u5927\u306b\u3064\u3044\u3066\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3002 \u65e5\u672c\u306e\u65b0\u3057\u3044\u30d5\u30a1\u30d6\u30012\u756a\u76ee\u306e\u30d5\u30a1\u30d6\u3001\u305d\u3057\u3066\u6f5c\u5728\u7684\u306a3\u756a\u76ee\u306e\u5148\u9032\u7684\u306a\u30d5\u30a1\u30d6\u306b\u3064\u3044\u3066\u591a\u304f\u306e\u5831\u9053\u304c\u306a\u3055\u308c\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u6700\u521d\u306e\u30d5\u30a1\u30d6\u306f\u9806\u8abf\u306b\u9032\u3093\u3060\u3088\u3046\u306b\u611f\u3058\u307e\u3059\u3002 \u3067\u306f\u3001\u7c73\u56fd\u3067\u306f\u306a\u304f\u65e5\u672c\u3078\u306e\u5c55\u958b\u3092\u65b9\u5411\u8ee2\u63db\u3059\u308b\u304b\u3001\u305d\u308c\u3068\u3082\u3055\u3089\u306b\u62e1\u5927\u3059\u308b\u3053\u3068\u3092\u8003\u3048\u59cb\u3081\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n

\u3042\u308b\u3044\u306f\u4e21\u65b9\u306e\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u30013 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u79fb\u884c\u3059\u308b\u969b\u306b\u306f\u4e21\u65b9\u306e\u9078\u629e\u80a2\u304c\u3042\u308a\u307e\u3059\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

OK\u3001\u30e9\u30f3\u30c7\u30a3\u3001\u8cea\u554f\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002 \u305d\u308c\u3067\u306f\u3001\u3053\u308c\u3092 2 \u756a\u76ee\u306e\u8cea\u554f\u3068\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u57fa\u672c\u7684\u306b\u306f\u3001\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u6700\u521d\u306e\u90e8\u5206\u306f\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u3067\u3059\u3002 \u540c\u6c0f\u306f\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u6c0f\u304c\u5897\u52a0\u7387\u304c\u6a2a\u3070\u3044\u306b\u306a\u308a\u59cb\u3081\u3066\u3044\u308b\u3068\u8ff0\u3079\u305f\u3053\u3068\u3092\u6307\u6458\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u306e\u8cea\u554f\u306f\u3001\u3054\u5b58\u77e5\u306e\u3068\u304a\u308a\u3001\u4eca\u5e74\u306e\u4e2d\u9593\u70b9\u3067\u3042\u308b 300 \u5104\u30c9\u30eb\u306f\u3001\u57fa\u672c\u7684\u306b\u6a2a\u3070\u3044\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u3067\u306f\u3001\u3053\u308c\u306f\u8a2d\u5099\u6295\u8cc7\u306e\u4e00\u6642\u7684\u306a\u505c\u6b62\u306b\u3059\u304e\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u3057\u3066\u3001\u6765\u5e74\u306b\u306f 2 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u306a\u308b\u306e\u3067\u3001\u30c9\u30eb\u306e\u91d1\u984d\u304c\u623b\u308b\u3068\u671f\u5f85\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b? \u305d\u308c\u304c\u6700\u521d\u306e\u90e8\u5206\u3067\u3059\u3002<\/p>\n

\u30a6\u30a7\u30f3\u30c7\u30eb\u30fb\u30d5\u30a1\u30f3 — \u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

OK\u3001\u30e9\u30f3\u30c7\u30a3\u3001\u8a2d\u5099\u6295\u8cc7\u984d\u306f\u6bce\u5e74\u5909\u52d5\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u305d\u308c\u306f\u3055\u307e\u3056\u307e\u306a\u72b6\u6cc1\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002 \u904e\u53bb 3 \u5e74\u9593\u306b\u6bd4\u3079\u3066\u5897\u52a0\u7387\u306f\u660e\u3089\u304b\u306b\u920d\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u5225\u306e\u898b\u65b9\u3068\u3057\u3066\u306f\u3001\u8cc7\u672c\u96c6\u7d04\u5ea6\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u904e\u53bb 3 \u5e74\u9593\u3067\u6700\u3082\u9ad8\u304b\u3063\u305f\u306e\u306f 2021 \u5e74\u3067\u3059\u3002\u3064\u307e\u308a\u300150% \u3092\u8d85\u3048\u3001\u305d\u306e\u5f8c 47 %\u300143 % \u3068\u7d9a\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u4eca\u5e74\u306f\u3001\u8a08\u7b97\u3057\u3066\u307f\u308b\u3068 30% \u534a\u3070\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002 \u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3001\u8cc7\u672c\u96c6\u7d04\u5ea6\u304c 30% \u534a\u3070\u7a0b\u5ea6\u306b\u3068\u3069\u307e\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u30e9\u30f3\u30c7\u30a3\u306e\u8cea\u554f\u306e\u3082\u3046 1 \u3064\u306e\u90e8\u5206\u306f\u3001\u5730\u7406\u7684\u62e1\u5927\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u5f7c\u306f\u3001\u65e5\u672c\u306b 2 \u756a\u76ee\u306e\u30d5\u30a1\u30d6\u3092\u5efa\u8a2d\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3001\u3055\u3089\u306b\u306f 3 \u756a\u76ee\u306e\u30d5\u30a1\u30d6\u3092\u5efa\u8a2d\u3059\u308b\u53ef\u80fd\u6027\u3055\u3048\u3042\u308b\u3068\u3044\u3046\u591a\u304f\u306e\u5831\u9053\u306b\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u3001\u5f7c\u306e\u8cea\u554f\u306f\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u3001\u6d77\u5916\u5c55\u958b\u306e\u7126\u70b9\u3092\u65e5\u672c\u306b\u5411\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u3054\u5b58\u77e5\u3067\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u7c73\u56fd\u3067\u4f55\u304b\u5909\u308f\u308a\u307e\u3057\u305f\u304b? \u30e9\u30f3\u30c7\u30a3\u3001\u305d\u308c\u304c\u3042\u306a\u305f\u304c\u805e\u304d\u305f\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3088\u306d\uff1f<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9 — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3001\u305d\u308c\u304c\u79c1\u304c\u805e\u3053\u3046\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u3082\u3046\u4e00\u5ea6\u8cea\u554f\u3092\u7e70\u308a\u8fd4\u3057\u3066\u3082\u3089\u3048\u307e\u3059\u304b\uff1f<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u3082\u3061\u308d\u3093\u3002 \u305d\u308c\u3067\u3001\u30e9\u30f3\u30c7\u30a3\u306f\u3053\u3046\u8a00\u3063\u3066\u3044\u307e\u3059\u3001\u307b\u3089\u3001\u5f7c\u306f\u305f\u304f\u3055\u3093\u306e\u8a71\u304c\u3042\u308b\u3053\u3068\u3092\u77e5\u3063\u3066\u3044\u307e\u3059\u3002 \u79c1\u305f\u3061\u306f\u65e5\u672c\u306b 2 \u3064\u76ee\u3001\u304a\u305d\u3089\u304f 3 \u3064\u76ee\u306e\u30d5\u30a1\u30d6\u3092\u5efa\u8a2d\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002 \u305d\u3053\u3067\u5f7c\u304c\u77e5\u308a\u305f\u3044\u306e\u306f\u3001\u6d77\u5916\u5c55\u958b\u3068\u7126\u70b9\u3092\u7c73\u56fd\u304b\u3089\u65e5\u672c\u306b\u79fb\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u4f55\u304b\u5927\u304d\u306a\u91cd\u5927\u306a\u5909\u5316\u304c\u3042\u308b\u306e\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u3044\u3044\u3048\u3001\u3044\u3044\u3048\u3001\u3042\u306a\u305f\u306f\u305d\u3046\u601d\u3044\u307e\u3059\u3002\u65e5\u672c\u3067 2 \u756a\u76ee\u306e\u30d5\u30a1\u30d6\u3067\u3042\u308b\u65e5\u672c\u306f\u3001\u672c\u683c\u7684\u306a\u8a55\u4fa1\u6bb5\u968e\u306b\u3042\u308a\u307e\u3059\u3002 \u79c1\u305f\u3061\u306f\u307e\u3060\u4e00\u822c\u306b\u767a\u8868\u3057\u3066\u3044\u307e\u305b\u3093\u3057\u3001\u65e5\u672c\u653f\u5e9c\u3068\u306f\u307e\u3060\u5354\u8b70\u4e2d\u3067\u3059\u304c\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u5f7c\u3089\u306f\u975e\u5e38\u306b\u5354\u529b\u7684\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u305d\u308c\u3092\u5f85\u3063\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u305d\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u4f9d\u7136\u3068\u3057\u3066 7 \u3064\u307e\u305f\u306f 16 \u3064\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u9ad8\u96c4\u5de5\u5834\u3001\u6700\u521d\u306e\u5de5\u5834\u306f 28 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304b 7 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u3067\u3042\u3063\u305f\u3053\u3068\u3092\u601d\u3044\u51fa\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u4eca\u3067\u306f2\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u65e5\u672c\u306b 2 \u756a\u76ee\u306e\u5de5\u5834\u304c\u3067\u304d\u305f\u5834\u5408\u306f\u3001\u305d\u308c\u304c – \u306e\u305f\u3081\u306b – \u3078\u306e\u79fb\u884c\u3068\u306a\u308a\u307e\u3059\u3002 \u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u73fe\u5728\u306e\u8a08\u753b\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u305d\u306e\u9650\u308a\u3067\u306f —<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9 — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3001\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002 \u305d\u308c\u306f\u5f79\u306b\u7acb\u3061\u307e\u3059\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30e9\u30f3\u30c7\u30a3\u30fb\u30a8\u30a4\u30d6\u30e9\u30e0\u30b9 — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u3064\u3044\u3066\u306f\u30015 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304c\u308f\u305a\u304b\u306b\u9045\u308c\u305f\u305f\u3081\u3001\u30a2\u30ea\u30be\u30ca\u5dde\u306e\u65b0\u3057\u3044 5 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u8a08\u753b\u306e 2 \u5e74\u5f8c\u306b\u3082 3 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u304c\u767b\u5834\u3059\u308b\u3067\u3057\u3087\u3046\u304b? \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u305d\u3053\u3067\u3001\u30a2\u30ea\u30be\u30ca\u3067\u306f\u3001\u30e9\u30f3\u30c7\u30a3\u304c 25 \u5e74\u524d\u534a\u306b\u306f 5 \u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306b\u306a\u308b\u3053\u3068\u3092\u77e5\u308a\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e2\u756a\u76ee\u306e\u30d5\u30a1\u30d6\u306e\u8a08\u753b\u306f\u4f55\u3067\u3059\u304b?<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u306f\u3044\u3001\u305d\u3046\u3067\u3059 — 2 \u756a\u76ee\u306e\u30d5\u30a1\u30d6 \u30b7\u30a7\u30eb\u304c\u5efa\u8a2d\u4e2d\u3067\u3059\u3002 \u3057\u304b\u3057\u3001\u305d\u306e\u30b7\u30a7\u30eb\u306b\u3069\u306e\u3088\u3046\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u542b\u307e\u308c\u308b\u304b\u306f\u307e\u3060\u8b70\u8ad6\u4e2d\u3067\u3059\u3002 \u305d\u3057\u3066\u305d\u308c\u306f\u3001\u305d\u306e\u5de5\u5834\u306b\u7c73\u56fd\u653f\u5e9c\u304c\u3069\u308c\u3060\u3051\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3092\u63d0\u4f9b\u3067\u304d\u308b\u304b\u306b\u3082\u95a2\u4fc2\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u306f\u3044\u3001\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u307e\u3059\u3002 \u5c11\u306a\u304f\u3068\u3082\u3001\u79c1\u305f\u3061\u306f\u3001\u73fe\u5728\u306e\u8a08\u753b\u306f 27 \u5e74\u304b 28 \u5e74\u3067\u3059\u3002 \u305d\u308c\u304c\u6642\u9593\u67a0\u306b\u306a\u308a\u307e\u3059\u3002 \u6b63\u76f4\u306b\u8a00\u3046\u3068\u3001\u6d77\u5916\u306e\u307b\u3068\u3093\u3069\u3059\u3079\u3066\u306e\u30d5\u30a1\u30d6\u306f\u3001\u5b9f\u969b\u306b\u4f55\u3092\u7a4d\u3093\u3067\u3044\u308b\u304b\u3001\u3069\u306e\u3088\u3046\u306a\u6280\u8853\u3092\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3057\u3066\u3044\u308b\u304b\u306f\u3001\u5b9f\u969b\u306b\u306f\u3001\u305d\u306e\u30a8\u30ea\u30a2\u3067\u305d\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u9867\u5ba2\u304c\u8981\u6c42\u3059\u308b\u3082\u306e\u3092\u6c7a\u5b9a\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u6c7a\u5b9a\u7684\u306a\u3082\u306e\u306f\u4f55\u3082\u3042\u308a\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306fTSMC\u306e\u6d77\u5916\u5de5\u5834\u306e\u4fa1\u5024\u3092\u6700\u9069\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u4f1a\u9577\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30e9\u30f3\u30c7\u30a3\u3002 \u3088\u3057\u3002<\/p>\n

\u6642\u9593\u306e\u90fd\u5408\u4e0a\u3001\u30d5\u30ed\u30a2\u304b\u3089\u6b21\u306e 2 \u3064\u3092\u53d6\u308a\u4e0a\u3052\u307e\u3059\u3002 \u3053\u3053\u306b 1 \u3064\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u307e\u305a\u306f\u30b7\u30c6\u30a3\u30d0\u30f3\u30af\u306e\u30ed\u30fc\u30e9\u30fb\u30c1\u30a7\u30f3\u6c0f\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30c1\u30a7\u30f3 — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3001\u8aa0\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u7d33\u58eb\u8af8\u541b\u3002 \u30de\u30fc\u30af\u3001C.C.\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3001\u30b8\u30a7\u30d5\u3001\u660e\u3051\u307e\u3057\u3066\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u6700\u5148\u9032\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u4e3b\u5c0e\u7684\u5730\u4f4d\u306b\u3064\u3044\u3066\u306f\u3001\u591a\u304f\u306e\u8b70\u8ad6\u304c\u4ea4\u308f\u3055\u308c\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3053\u3067\u8cea\u554f\u306a\u306e\u3067\u3059\u304c\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306e\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u3055\u306b\u3064\u3044\u3066\u306f\u3069\u3046\u304a\u8003\u3048\u3067\u3059\u304b? \u7279\u306b\u3001\u4e16\u754c\u7684\u306b\u5730\u653f\u5b66\u7684\u306a\u7dca\u5f35\u304c\u8003\u616e\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u304c\u4e16\u754c\u4e2d\u306e\u7d20\u6674\u3089\u3057\u3044\u5834\u6240\u3067\u3042\u308b\u3053\u3068\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u306f\u3001\u9577\u671f\u7684\u306b\u306f\u696d\u754c\u5168\u4f53\u306e\u904e\u5270\u751f\u7523\u80fd\u529b\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u3067\u306f\u3001TSMC\u306e\u6226\u7565\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f \u307e\u305f\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306e\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u3082\u3069\u3046\u8003\u3048\u3066\u3044\u307e\u3059\u304b? \u305d\u308c\u304c\u79c1\u306e\u6700\u521d\u306e\u90e8\u5206\u3067\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30ed\u30fc\u30e9\u3002 \u305d\u3053\u3067\u3001\u30ed\u30fc\u30e9\u306e\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u6226\u7565\u3068\u53ce\u76ca\u6027\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u5f7c\u5973\u306f\u3001\u5730\u653f\u5b66\u7684\u529b\u5b66\u3092\u8003\u616e\u3057\u3066\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u4e0a\u306b\u591a\u304f\u306e\u5bb9\u91cf\u304c\u69cb\u7bc9\u3055\u308c\u3066\u3044\u308b\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3053\u3067\u5f7c\u5973\u306e\u8cea\u554f\u306f\u3001\u696d\u754c\u5168\u4f53\u3067\u4f9b\u7d66\u904e\u5270\u304c\u8d77\u3053\u308b\u3068\u898b\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u4e88\u60f3\u3057\u3066\u3044\u308b\u306e\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u305d\u3057\u3066\u304a\u305d\u3089\u304f\u3001\u3088\u308a\u91cd\u8981\u306a\u3053\u3068\u306f\u3001TSMC \u306e\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u6226\u7565\u3068\u53ce\u76ca\u6027\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30ed\u30fc\u30e9\u3001\u3042\u306a\u305f\u306e\u89b3\u5bdf\u306f\u6b63\u3057\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u73fe\u5728\u3001\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u306b\u5bfe\u3057\u3066\u69cb\u7bc9\u4e2d\u306e\u5bb9\u91cf\u304c\u591a\u3059\u304e\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u904e\u5270\u751f\u7523\u80fd\u529b\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u306f\u59a5\u5f53\u3067\u3059\u3002 \u3055\u3066\u3001TSMC\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u5148\u307b\u3069\u3082\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001TSMC \u306f\u4ed6\u3068\u5dee\u5225\u5316\u3055\u308c\u305f\u7279\u6b8a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u5bb9\u91cf\u3092\u5897\u52a0\u3057\u307e\u3057\u305f\u3002 \u79c1\u305f\u3061\u306f\u9867\u5ba2\u3068\u5354\u529b\u3057\u3066\u4ed5\u4e8b\u3092\u3057\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u305d\u306e\u3088\u3046\u306a\u5bb9\u91cf\u3001\u5b9f\u969b\u306b\u306f\u79c1\u305f\u3061\u304c\u540d\u4ed8\u3051\u305f\u6709\u52b9\u5bb9\u91cf\u306f\u3001\u9867\u5ba2\u306e\u7a4d\u307f\u8fbc\u307f\u3068\u5c06\u6765\u306e\u30d3\u30b8\u30cd\u30b9\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u4f34\u3046\u3082\u306e\u3067\u3059\u3002 \u307e\u305f\u3001\u5f53\u793e\u306f\u9867\u5ba2\u304c\u88fd\u54c1\u3092\u8a2d\u8a08\u3059\u308b\u305f\u3081\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u305f\u3068\u3048\u696d\u754c\u3067\u751f\u7523\u80fd\u529b\u304c\u6a2a\u3070\u3044\u3067\u3042\u3063\u3066\u3082\u3001\u9867\u5ba2\u306f\u88fd\u54c1\u306e\u4fa1\u5024\u3092\u7dad\u6301\u3067\u304d\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u9867\u5ba2\u304c\u9806\u8abf\u3067\u3042\u308b\u9650\u308a\u3001TSMC \u3082\u9806\u8abf\u3067\u3059\u3002 \u305d\u308c\u3067\u3001\u53ce\u76ca\u6027\u306f\u3001\u79c1\u306e\u58f0\u660e\u3067\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u4f01\u696d\u5e73\u5747\u7a0b\u5ea6\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u5fc3\u914d\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u79c1\u305f\u3061\u306fTSMC\u3092\u4ee3\u8868\u3057\u3066\u8a71\u3057\u307e\u3059\u3001\u3044\u3044\u3067\u3059\u304b\uff1f \u305d\u308c\u306f\u696d\u754c\u306e\u554f\u984c\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30c1\u30a7\u30f3 — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 \u307e\u305f\u30012 \u756a\u76ee\u306e\u8cea\u554f\u306f AI \u95a2\u9023\u306b\u623b\u308a\u307e\u3059\u3002 \u591a\u304f\u306e\u6295\u8cc7\u5bb6\u304c\u5fa1\u793e\u306e\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u9032\u6b69\u306b\u5927\u304d\u306a\u95a2\u5fc3\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u79c1\u305f\u3061\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u304c\u3001TSMC \u304c 3D IC\u3001SoIC \u306b\u95a2\u3057\u3066\u975e\u5e38\u306b\u826f\u3044\u9032\u6b69\u3092\u9042\u3052\u305f\u3053\u3068\u3082\u77e5\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001CoWoS \u3092\u8d85\u3048\u305f\u958b\u767a\u306e\u9032\u6357\u72b6\u6cc1\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b? 3D IC\u306b\u3064\u3044\u3066\u306f\u3069\u3046\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u304b\uff1f \u307e\u305f\u3001\u4eca\u5f8c 2 \uff5e 3 \u5e74\u9593\u3067\u3069\u306e\u3088\u3046\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3068\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30ed\u30fc\u30e9\u3002 \u30ed\u30fc\u30e9\u306e 2 \u756a\u76ee\u306e\u8cea\u554f\u306f\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002 \u540c\u6c0f\u306f\u3001AI \u95a2\u9023\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u3059\u308b\u5f37\u3044\u9700\u8981\u3092\u6539\u3081\u3066\u6307\u6458\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u5148\u9032\u7684\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u9032\u6b69\u306f\u3082\u3061\u308d\u3093\u3001CoWoS \u306e\u9700\u8981\u306f\u975e\u5e38\u306b\u5f37\u3044\u3067\u3059\u3002 \u5f7c\u5973\u306e\u8cea\u554f\u306f\u3001CoWoS \u3092\u8d85\u3048\u3066\u3001\u771f\u306e 3D IC \u3084 SoIC \u306a\u3069\u306e\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u307e\u3067\u53ca\u3076\u3082\u306e\u3060\u3068\u79c1\u306f\u601d\u3044\u307e\u3059\u3002 \u9867\u5ba2\u304b\u3089\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u751f\u7523\u80fd\u529b\u3001\u305d\u3057\u3066\u3053\u308c\u3089\u306e\u4e8b\u696d\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u57fa\u672c\u7684\u306a\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u9032\u6357\u72b6\u6cc1\u304c\u898b\u3089\u308c\u307e\u3059\u304b\u3002<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u5b9f\u969b\u3001\u9700\u8981\u306f\u975e\u5e38\u306b\u5f37\u3044\u3067\u3059\u3002 \u73fe\u5728\u3001\u304a\u5ba2\u69d8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u30fc\u3092\u63d0\u4f9b\u3067\u304d\u306a\u3044\u72b6\u6cc1\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u306e\u72b6\u6cc1\u306f\u304a\u305d\u3089\u304f\u6765\u5e74\u307e\u3067\u7d9a\u304f\u3067\u3057\u3087\u3046\u304c\u3001\u79c1\u305f\u3061\u306f\u751f\u7523\u80fd\u529b\u3092\u5897\u3084\u3059\u305f\u3081\u306b\u975e\u5e38\u306b\u71b1\u5fc3\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002 \u305f\u3068\u3048\u3070\u3001\u4eca\u5e74\u306f\u751f\u7523\u91cf\u3092\u500d\u5897\u3055\u305b\u3066\u3044\u307e\u3059\u304c\u3001\u307e\u3060\u5341\u5206\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u6765\u5e74\u306b\u5411\u3051\u3066\u3055\u3089\u306b\u5897\u52a0\u3057\u7d9a\u3051\u307e\u3059\u3002 \u5f53\u793e\u306f\u3059\u3067\u306b 10 \u5e74\u4ee5\u4e0a\u306b\u308f\u305f\u3063\u3066\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u306b\u6295\u8cc7\u3057\u3066\u304d\u305f\u305f\u3081\u3001\u3053\u308c\u307e\u3067\u306e\u9032\u6b69\u306f\u826f\u597d\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001CoWoS\u30013D IC\u3001\u307e\u305f\u306f SoIC \u81ea\u4f53\u306e\u6210\u9577\u7387\u306f\u3001\u5c11\u306a\u304f\u3068\u3082\u4eca\u5f8c\u6570\u5e74\u9593\u3067 50% \u4ee5\u4e0a\u306e CAGR \u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u306f\u9700\u8981\u304c\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u304a\u5ba2\u69d8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u5bb9\u91cf\u3092\u63d0\u4f9b\u3067\u304d\u308b\u306e\u306f TSMC \u306e\u80fd\u529b\u3067\u3059\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30c1\u30a7\u30f3 — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

CoWoS \u306e\u5834\u5408\u306f 2 \u500d\u306b\u306a\u308a\u307e\u3059\u3002 \u305d\u3057\u3066\u6765\u5e74\u306b\u3064\u3044\u3066\u306f\u3069\u3093\u306a\u8003\u3048\u304c\u3042\u308a\u307e\u3059\u304b\uff1f \u4e88\u5099\u7684\u306a\u8003\u3048\u306f\u3042\u308a\u307e\u3059\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u6765\u5e74\u3082\u304a\u8a71\u3057\u307e\u3059\u3002<\/p>\n

\u30ed\u30fc\u30e9\u30fb\u30c1\u30a7\u30f3 — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3\u3055\u3093\u304b\u3089\u306e\u8cea\u554f\u3067\u3059\u3002 \u6642\u9593\u306e\u95a2\u4fc2\u4e0a\u3001\u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u3054\u672c\u4eba\u304b\u3089\u306e\u8cea\u554f\u3092 1 \u3064\u53d7\u3051\u4ed8\u3051\u3001\u305d\u306e\u5f8c\u3001\u96fb\u8a71\u3067\u3082\u3046 1 \u3064\u8cea\u554f\u3057\u3001\u3082\u3057\u3042\u308c\u3070\u76f4\u63a5\u76f4\u63a5\u8cea\u554f\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3 — \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3002 OK\u3001\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u3001\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u306e\u8cea\u554f\u306f\u4f9d\u7136\u3068\u3057\u3066 N3 \u3068 IDM \u306b\u95a2\u3059\u308b\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u304c\u7406\u89e3\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u9700\u8981\u306f\u4e0d\u78ba\u5b9f\u3067\u3059\u304c\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u3067\u30d3\u30b8\u30cd\u30b9\u306e\u7b54\u3048\u3001\u3064\u307e\u308a\u30d3\u30b8\u30cd\u30b9\u306e\u78ba\u5b9f\u6027\u3092\u78ba\u5b9f\u306b\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3067\u306f\u3001\u7279\u306b IDM \u5074\u304b\u3089\u3001\u3055\u3089\u306a\u308b\u8ca2\u732e\u3084\u5e02\u5834\u30b7\u30a7\u30a2\u306e\u7372\u5f97\u304c\u671f\u5f85\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b? \u305d\u308c\u3068\u3082\u3001\u304a\u305d\u3089\u304f\u3001\u5e74\u672b\u304b\u8fd1\u3044\u3046\u3061\u306b\u3001PC \u5074\u304b\u3089\u306e\u3055\u3089\u306a\u308b\u8ca2\u732e\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u304b? \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u3055\u3066\u3001\u30d6\u30e9\u30c3\u30c9\u306e\u6700\u521d\u306e\u8cea\u554f\u306f IDM \u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u304c\u3001\u3053\u308c\u3082\u79c1\u305f\u3061\u304c\u6301\u3064\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u305d\u3046\u601d\u3044\u307e\u3059\u3002 \u5f7c\u306f\u3001\u4eca\u5e74\u672b\u307e\u3067\u306b IDM \u304b\u3089\u306e\u30d3\u30b8\u30cd\u30b9\u3084\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u304c\u3055\u3089\u306b\u5897\u3048\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u304b\u3069\u3046\u304b\u3092\u77e5\u308a\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3068\u3082\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u4eca\u5f8c\u306f\u4e0d\u78ba\u5b9f\u306a\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u308c\u306f\u5177\u4f53\u7684\u3059\u304e\u307e\u3059\u3002 \u3042\u306a\u305f\u306f IDM \u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u79c1\u306f\u3042\u306a\u305f\u304c\u8ab0\u306e\u3053\u3068\u3092\u8a00\u3063\u3066\u3044\u308b\u306e\u304b\u77e5\u3063\u3066\u3044\u307e\u3059\u3002 \u306a\u306e\u3067\u3001\u30b3\u30e1\u30f3\u30c8\u306f\u3057\u306a\u3044\u65b9\u304c\u826f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u79c1\u306f\u8a00\u3063\u305f\u3053\u3068\u3092\u305d\u306e\u307e\u307e\u306b\u3057\u3001\u3059\u3079\u3066\u3092\u8003\u616e\u3057\u307e\u3059\u3002<\/p>\n

\u30d3\u30b8\u30cd\u30b9\u3092\u6b53\u8fce\u3057\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u5bb9\u91cf\u62e1\u5f35\u306e\u6e96\u5099\u3092\u3057\u307e\u3057\u305f\u3001\u3044\u3044\u3067\u3059\u304b\uff1f<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3 — \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u3063\u305f\u3002 \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

2\u756a\u76ee\u306e\u8cea\u554f\u3067\u3059\u304b\uff1f<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3 — \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044\u3002 \u3064\u307e\u308a\u3001\u305d\u308c\u306f\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u3042\u308a\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u73fe\u5728\u306f CoWoS-S \u304c\u4e3b\u6d41\u3067\u3042\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002 \u305d\u3053\u3067\u3001\u7ba1\u7406\u8005\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c CoWoS-R \u307e\u305f\u306f CoWoS-L \u306b\u5909\u63db\u3055\u308c\u308b\u306e\u3092\u78ba\u8a8d\u3057\u307e\u3057\u305f\u304b\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u53ce\u76ca\u3068\u5229\u76ca\u7387\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u5177\u4f53\u7684\u306a\u3001\u3064\u307e\u308a 2 \u3064\u306e\u5177\u4f53\u7684\u306a\u8cea\u554f\u3067\u3082\u3042\u308a\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u3082\u3046\u4e00\u5ea6\u3001\u30d6\u30e9\u30c3\u30c9\u304c\u77e5\u308a\u305f\u3044\u306e\u306f\u3001CoWoS-S \u304c\u4eca\u65e5\u306e\u4e3b\u6d41\u306e\u3088\u3046\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 CoWoS-L \u307e\u305f\u306f CoWoS-R \u306b\u5207\u308a\u66ff\u3048\u308b\u9867\u5ba2\u306f\u3044\u307e\u3059\u304b? \u305d\u3057\u3066\u30de\u30fc\u30b8\u30f3\u306e\u610f\u5473\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u307e\u3042\u3001\u5197\u8ac7\u3092\u8a00\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002 CoWoS-R\u3068\u304bCoWoS-L\u3068\u304b\u3082\u77e5\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002 \u3044\u305a\u308c\u306b\u3057\u3066\u3082\u3001100% \u5341\u5206\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u3068\u5354\u529b\u3057\u3066\u9069\u5207\u306a\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3088\u3046\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u6700\u5584\u3092\u5c3d\u304f\u3057\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u9867\u5ba2\u5411\u3051\u306b\u6b21\u4e16\u4ee3 CoWoS [Inaudible] \u306a\u3069\u3092\u958b\u767a\u4e2d\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u304c\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u6b53\u8fce\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306f\u5727\u5012\u7684\u3067\u3059\u3002 \u3067\u3059\u306e\u3067\u3001\u305d\u306e\u305f\u3081\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u30fc\u3092\u6e96\u5099\u4e2d\u3067\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3 — \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u3063\u305f\u3002 \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u6700\u5f8c\u306b\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u8cea\u554f\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u305d\u308c\u306f 2 \u3064\u306e\u8cea\u554f\u3067\u3059\u3002 \u305d\u308c\u3067 –<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30f3 — \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3044\u3084\u3001\u3044\u3084\u3001\u3044\u3084\u3001\u8cea\u554f\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u3064\u307e\u308a\u3001\u57fa\u672c\u7684\u306b\u3001\u30de\u30fc\u30af\u3001TSMC\u3060\u3051\u3067\u306a\u304f\u53f0\u6e7e\u306e\u305f\u3081\u306b\u3082\u3001\u904e\u53bb30\u5e74\u9593\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3001\u8ca2\u732e\u3001\u52aa\u529b\u306b\u611f\u8b1d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u7686\u3055\u3093\u306e\u5e78\u305b\u306a\u9000\u8077\u3068\u3001\u65b0\u305f\u306a\u4eba\u751f\u306e\u7ae0\u3092\u304a\u7948\u308a\u3057\u3066\u3044\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30ea\u30e5\u30fc — \u4f1a\u9577<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u6700\u5f8c\u306e\u53c2\u52a0\u8005 2 \u540d\u304b\u3089\u306e\u6700\u5f8c\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002 \u307e\u305a\u306f\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u884c\u304d\u307e\u3057\u3087\u3046\u3001\u305d\u308c\u304b\u3089\u6700\u7d42\u6226\u306f\u76f4\u63a5\u4f1a\u3044\u307e\u3057\u3087\u3046\u3001\u3044\u3044\u3067\u3059\u304b\uff1f \u30aa\u30da\u30ec\u30fc\u30bf\u30fc\uff1f<\/p>\n

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

\u6b21\u306b\u30b3\u30fc\u30eb\u3092\u53d7\u3051\u305f\u306e\u306f\u3001TD \u30b3\u30fc\u30a6\u30a7\u30f3\u306e\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb\u3067\u3059\u3002 \u304a\u9032\u307f\u4e0b\u3055\u3044\u3002<\/p>\n

\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb — TD \u30b3\u30fc\u30a6\u30a7\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3046\u3093\u3002 \u3053\u3093\u306b\u3061\u306f\u3002 \u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u79c1\u306f\u305d\u308c\u3089\u30922\u3064\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

1 \u3064\u76ee\u306f\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3001\u3042\u306a\u305f\u306f\u4eca\u5e74\u306e\u53ce\u76ca\u306e\u4f38\u3073\u306b\u3064\u3044\u3066\u8a71\u3057\u3001\u7c97\u5229\u76ca\u306b\u95a2\u3059\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u793a\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002 TSMC \u306e\u6210\u9577\u7387\u304c 20% \u524d\u534a\u304b\u3089\u534a\u3070\u7a0b\u5ea6\u306b\u3068\u3069\u307e\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u3092\u8003\u616e\u3057\u3066\u3001\u901a\u5e74\u306e\u7c97\u5229\u76ca\u7387\u3092\u3069\u3046\u8003\u3048\u308b\u3079\u304d\u304b\u8003\u3048\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002 2024 \u5e74\u901a\u671f\u306e\u7c97\u5229\u76ca\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b? \u305d\u3057\u3066\u305d\u306e\u5f8c\u3001\u7d4c\u904e\u89b3\u5bdf\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

OK\u3001\u30af\u30ea\u30b7\u30e5\u3001\u518d\u5ea6\u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u306f\u3042\u306a\u305f\u306e\u58f0\u304c\u306f\u3063\u304d\u308a\u3068\u805e\u3053\u3048\u307e\u305b\u3093\u3067\u3057\u305f\u3002 \u3057\u304b\u3057\u3001\u5f7c\u306e\u8cea\u554f\u306f\u3001\u79c1\u305f\u3061\u304c\u63d0\u793a\u3057\u305f\u53ce\u76ca\u898b\u901a\u3057\u3001\u7c73\u30c9\u30eb\u63db\u7b97\u3067 20 \u30c9\u30eb\u53f0\u524d\u534a\u304b\u3089\u534a\u3070\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u3001\u901a\u671f\u306e\u7c97\u5229\u76ca\u7387\u306f\u3069\u3046\u306a\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u9593\u9055\u3063\u3066\u3044\u305f\u3089\u8a02\u6b63\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u305d\u308c\u304c\u3042\u306a\u305f\u304c\u5c0b\u306d\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u304b\uff1f<\/p>\n

\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb — TD \u30b3\u30fc\u30a6\u30a7\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u3001\u305d\u3046\u3067\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb — TD \u30b3\u30fc\u30a6\u30a7\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3060\u3088\u3001\u30b8\u30a7\u30d5\u3002 \u306f\u3044\u3002<\/p>\n

\u30a6\u30a7\u30f3\u30c7\u30eb\u30fb\u30d5\u30a1\u30f3 — \u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u53f3\u3002 \u3055\u3066\u3001\u79c1\u306f\u4eca\u3001\u4eca\u5e74\u306e\u7c97\u5229\u76ca\u306b\u3064\u3044\u3066\u3044\u304f\u3064\u304b\u306e\u30d7\u30c3\u30c8\u30a2\u30f3\u30c9\u30c6\u30a4\u30af\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002 \u307e\u305f\u3001\u4e0b\u534a\u671f\u306b\u306f 2 \u3064\u306e\u8981\u56e0\u306b\u3088\u308a\u5e0c\u8584\u5316\u304c\u3055\u3089\u306b\u9032\u3080\u3060\u308d\u3046\u3068\u3082\u8a00\u3044\u307e\u3057\u305f\u3002 \u3057\u304b\u3057\u3001\u307e\u3060\u7c97\u5229\u76ca\u7387\u306b\u95a2\u3059\u308b\u901a\u671f\u306e\u898b\u901a\u3057\u3092\u767a\u8868\u3059\u308b\u6e96\u5099\u304c\u3067\u304d\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u308c\u3067\u3001\u305d\u308c\u306b\u3064\u3044\u3066\u306f\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u8a71\u3057\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u9577\u671f\u7684\u306b\u898b\u3066\u3001\u3059\u3079\u3066\u306e\u8981\u7d20\u3092\u7dcf\u5408\u3059\u308b\u3068\u3001\u4f9d\u7136\u3068\u3057\u3066 53% \u4ee5\u4e0a\u3067\u3042\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u306a\u304f\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u305d\u308c\u3092\u9054\u6210\u3057\u3066\u3044\u308b\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3046\u3067\u3057\u3087\u3046 — \u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30af\u30ea\u30b7\u30e5\u3001\u5148\u306b\u9032\u3093\u3067\u307f\u3066\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b?<\/p>\n

\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb — TD \u30b3\u30fc\u30a6\u30a7\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u308c\u304b\u3089\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3001\u305d\u3057\u3066\u3001\u306f\u3044\u3001\u7c21\u5358\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u306f\u30de\u30fc\u30af\u306b\u3059\u3079\u3066\u306e\u30b5\u30dd\u30fc\u30c8\u306b\u611f\u8b1d\u306e\u610f\u3092\u8868\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u88dc\u8db3\u3067\u3059\u304c\u3001\u4eca\u5e74\u306e\u53ce\u76ca\u306e\u4f38\u3073\u306b\u95a2\u3057\u3066\u8a00\u3048\u3070\u3001\u3054\u5b58\u77e5\u306e\u3068\u304a\u308a\u300112 \u6708\u306e\u56db\u534a\u671f\u306f\u53ce\u76ca\u306e\u7d04 43% \u3092 HPC \u3068\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304b\u3089\u6392\u51fa\u3057\u307e\u3057\u305f\u3002 \u4eca\u5e74\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u3082\u306e\u306f\u4f55\u3067\u3057\u3087\u3046\u304b? HPC\u306a\u306e\u304b\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306a\u306e\u304b\uff1f \u4eca\u5e74\u300120\uff05\u524d\u534a\u304b\u3089\u534a\u3070\u306b\u5230\u9054\u3059\u308b\u306b\u306f\u3069\u3061\u3089\u304c\u826f\u3044\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

OK\u3001\u30af\u30ea\u30b7\u30e5\u3001\u3054\u3081\u3093\u306a\u3055\u3044\u3002 \u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u306f\u3063\u304d\u308a\u3068\u805e\u304d\u53d6\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u8cea\u554f\u306e\u8981\u70b9\u306f\u7406\u89e3\u3067\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u304a\u305d\u3089\u304f\u3001\u30af\u30ea\u30b7\u30e5\u6c0f\u306e\u8cea\u554f\u306f\u3001\u4eca\u5e74\u306e\u53ce\u76ca\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u8981\u7d20\u306f\u4f55\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u304a\u305d\u3089\u304f\u79c1\u305f\u3061\u306f4\u3064\u306e\u6210\u9577\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u3063\u3066\u5f7c\u3068\u5171\u6709\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u30a6\u30a7\u30f3\u30c7\u30eb\u30fb\u30d5\u30a1\u30f3 — \u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30af\u30ea\u30b7\u30e5\u3001HPC \u306f\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3067\u3057\u3087\u3046\u3001\u5b9f\u969b\u3001\u4f01\u696d\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9ad8\u3044\u3067\u3059\u3002 \u4ed6\u306e 3 \u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f01\u696d\u5411\u3051\u3088\u308a\u3082\u9045\u3044\u3068\u306f\u3044\u3048\u3001\u3044\u305a\u308c\u3082\u6210\u9577\u3059\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb — TD \u30b3\u30fc\u30a6\u30a7\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u3063\u305f\u3002 \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3001C.C. \u3042\u308a\u304c\u3068\u3046\u3001\u30a6\u30a7\u30f3\u30c7\u30eb\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30fc\u30af\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30a7\u30d5\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u306f\u3044\u3002 \u554f\u984c\u3042\u308a\u307e\u305b\u3093\u3001\u30af\u30ea\u30b7\u30e5\u3002 \u305d\u308c\u3067\u306f\u3001\u30d5\u30ed\u30a2\u304b\u3089\u306e\u6700\u5f8c\u306e\u8cea\u554f\u3092\u53d7\u3051\u4ed8\u3051\u307e\u3059\u3002\u3053\u3053\u306e\u6700\u521d\u306e\u5217\u3067\u3059\u3002 \u30de\u30c3\u30b3\u30fc\u30ea\u30fc\u306e\u30cb\u30b3\u30e9\u30fb\u30d0\u30e9\u30c3\u30c6\u6c0f\u3002<\/p>\n

\u30de\u30a4\u30af\u306f\u30aa\u30f3\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002 \u3042\u306a\u305f\u306f\u3067\u304d\u308b –<\/p>\n

Nicolas Baratte — Macquarie Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30aa\u30f3\u3067\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 \u306f\u3044\u3002 \u3068\u3066\u3082\u7c21\u5358\u306a 2 \u3064\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30a7\u30d5\u3002 \u30a2\u30ea\u30be\u30ca\u5dde\u306e\u9867\u5ba2\u306e\u4e00\u90e8\u304c\u30a2\u30ea\u30be\u30ca\u5dde\u306e\u307f\u306e\u9867\u5ba2\u3067\u3042\u308b\u53ef\u80fd\u6027\u3084\u3001\u7c73\u56fd\u306e\u9867\u5ba2\u306e\u4e00\u90e8\u304c\u7c73\u56fd\u88fd\u306e\u30a6\u30a7\u30fc\u30cf\u306e\u307f\u3092\u8cfc\u5165\u3057\u305f\u3044\u3068\u3044\u3046\u53ef\u80fd\u6027\u306f\u3042\u308a\u307e\u3059\u304b\u3001\u3042\u308b\u3044\u306f\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b?<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u3042\u306a\u305f\u306e\u8cea\u554f\u306f\u3001\u30a2\u30ea\u30be\u30ca\u5dde\u306e\u9867\u5ba2\u306f\u7c73\u56fd\u306e\u9867\u5ba2\u306e\u307f\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

Nicolas Baratte — Macquarie Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7c73\u56fd\u306e\u9867\u5ba2\u306e\u4e2d\u306b\u306f\u7c73\u56fd\u88fd\u306e\u30a6\u30a7\u30fc\u30cf\u306e\u307f\u3092\u671b\u3093\u3067\u3044\u308b\u53ef\u80fd\u6027\u3082\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b?<\/p>\n

C.C. \u9b4f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u307f\u307e\u305b\u3093\u304b\u3002 \u30a2\u30ea\u30be\u30ca\u5de5\u5834\u306f\u8ab0\u3067\u3082\u5229\u7528\u3067\u304d\u307e\u3059\u304c\u3001\u5927\u534a\u306f\u7c73\u56fd\u306e\u9867\u5ba2\u3067\u3059\u3002 \u3042\u306a\u305f\u304c\u6b63\u3057\u3044\u3067\u3059\u3002<\/p>\n

Nicolas Baratte — Macquarie Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3082\u3061\u308d\u3093\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 \u4ee5\u4e0a\u3067\u3059\u3001\u30b8\u30a7\u30d5\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n

\u30b8\u30a7\u30d5\u30fb\u30b9\u30fc<\/p>\n

\u4ed6\u306b\u8cea\u554f\u306f\u3042\u308a\u307e\u3059\u304b\uff1f \u3044\u3044\u3048\u3001\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3046\u3067\u306a\u3044\u5834\u5408\u306f\u3001\u3053\u308c\u3067\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3057\u307e\u3059\u3002 \u672c\u65e5\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u7d42\u4e86\u3059\u308b\u524d\u306b\u3001\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u306e\u30ea\u30d7\u30ec\u30a4\u306f\u4eca\u304b\u3089 30 \u5206\u4ee5\u5185\u306b\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306b\u306a\u308a\u3001\u30c8\u30e9\u30f3\u30b9\u30af\u30ea\u30d7\u30c8\u306f\u4eca\u304b\u3089 24 \u6642\u9593\u4ee5\u5185\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3069\u3061\u3089\u3082\u5f53\u793e\u306e Web \u30b5\u30a4\u30c8\u3001TSMC \u306e Web \u30b5\u30a4\u30c8\u3001 www.tsmc.com \u3067\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u7686\u69d8\u3001\u672c\u65e5\u306f\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u307e\u3057\u3066\u3001\u8aa0\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u7686\u3055\u3093\u304c\u5f15\u304d\u7d9a\u304d\u5143\u6c17\u3067\u3044\u308b\u3053\u3068\u3092\u9858\u3063\u3066\u3044\u307e\u3059\u3002\u6b21\u306e\u56db\u534a\u671f\u306b\u3082\u307e\u305f\u304a\u4f1a\u3044\u3067\u304d\u308b\u3053\u3068\u3092\u9858\u3063\u3066\u3044\u307e\u3059\u3002 \u3055\u3088\u3046\u306a\u3089\u3001\u305d\u3057\u3066\u7d20\u6674\u3089\u3057\u3044\u4e00\u65e5\u3092\u304a\u904e\u3054\u3057\u304f\u3060\u3055\u3044\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/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":"

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