{"id":2682,"date":"2024-01-25T21:55:00","date_gmt":"2024-01-25T12:55:00","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2682"},"modified":"2024-01-25T21:55:00","modified_gmt":"2024-01-25T12:55:00","slug":"%e3%83%a9%e3%83%a0%e3%83%aa%e3%82%b5%e3%83%bc%e3%83%81-lrcx2023-%e5%b9%b4%e7%ac%ac-4-%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2682","title":{"rendered":"\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u597d\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u4e0a\u6607\u3067\u3059\u3002\u5e02\u6cc1\u3082\u56de\u5fa9\u3057\u3066\u3044\u308b\u306e\u3067\u3053\u306e\u307e\u307e\u306e\u52e2\u3044\u306e\u4e0a\u6607\u3092\u671f\u5f85\u3057\u3066\u307e\u3059\u3002<\/p>\n<div id=\"attachment_2683\" style=\"width: 1452px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2683\" class=\"wp-image-2683 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47.png\" alt=\"\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)\u682a\u4fa1\" width=\"1442\" height=\"792\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47.png 1442w, https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47-300x165.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47-1024x562.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47-768x422.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2024\/01\/LRCX_2024-01-25_21-49-47-940x516.png 940w\" sizes=\"auto, (max-width: 1442px) 100vw, 1442px\" \/><p id=\"caption-attachment-2683\" class=\"wp-caption-text\">\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)\u682a\u4fa1<\/p><\/div>\n<p>&nbsp;<\/p>\n<p>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/p>\n<p>2024 \u5e74 1 \u6708 24 \u65e5\u3001\u5348\u5f8c 5 \u6642 ET<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002Lam Research Corporation \u306e 2023 \u5e74 12 \u6708\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9 \u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002 \u3059\u3079\u3066\u306e\u53c2\u52a0\u8005\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u5c02\u7528\u30e2\u30fc\u30c9\u306b\u306a\u308a\u307e\u3059\u3002 \u3010\u4e8b\u52d9\u65b9\u3078\u306e\u6307\u793a\u3011 \u672c\u65e5\u306e\u8b1b\u6f14\u7d42\u4e86\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u306e\u6642\u9593\u3092\u8a2d\u3051\u3066\u304a\u308a\u307e\u3059\u3002 \u3010\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3078\u306e\u6307\u793a\u3011\u3053\u306e\u30a4\u30d9\u30f3\u30c8\u306f\u9332\u753b\u4e2d\u3067\u3042\u308b\u3053\u3068\u306b\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u3053\u3053\u3067\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u6295\u8cc7\u5bb6\u5e83\u5831\u8cac\u4efb\u8005\u306e\u30e9\u30e0\u30fb\u30ac\u30cd\u30fc\u30b7\u30e5\u6c0f\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Ram Ganesh &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002 Lam Research \u306e\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002 \u4eca\u65e5\u79c1\u3068\u4e00\u7dd2\u306b\u3044\u308b\u306e\u306f\u3001\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u306e\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc\u3067\u3059\u3002 \u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30ac\u30fc\u57f7\u884c\u5f79\u54e1\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u3002 \u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u74b0\u5883\u306e\u6982\u8981\u3092\u5171\u6709\u3057\u30012023\u5e7412\u6708\u56db\u534a\u671f\u306e\u8ca1\u52d9\u7d50\u679c\u30682024\u5e743\u6708\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p>13\u6642\u904e\u304e\u306b\u6c7a\u7b97\u306b\u95a2\u3059\u308b\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3092\u914d\u4fe1\u3057\u307e\u3057\u305f\u3002 \u592a\u5e73\u6d0b\u6642\u9593\u3002 \u3053\u306e\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u4ed8\u5c5e\u3059\u308b\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u30b9\u30e9\u30a4\u30c9\u3068\u3068\u3082\u306b\u3001\u540c\u793e\u306e Web \u30b5\u30a4\u30c8\u306e IR \u30bb\u30af\u30b7\u30e7\u30f3\u306b\u3082\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002 \u672c\u65e5\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u8cea\u7591\u5fdc\u7b54\u306b\u306f\u3001\u5f53\u793e\u306e SEC \u516c\u958b\u66f8\u985e\u306b\u958b\u793a\u3055\u308c\u305f\u30ea\u30b9\u30af\u8981\u56e0\u306b\u53cd\u6620\u3055\u308c\u305f\u30ea\u30b9\u30af\u3068\u4e0d\u78ba\u5b9f\u6027\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u5185\u306e\u6dfb\u4ed8\u30b9\u30e9\u30a4\u30c9\u3092\u53c2\u7167\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u672c\u65e5\u306e\u5f53\u793e\u306e\u8ca1\u52d9\u7d50\u679c\u306b\u95a2\u3059\u308b\u8b70\u8ad6\u306f\u3001\u7279\u306b\u660e\u8a18\u3055\u308c\u3066\u3044\u306a\u3044\u9650\u308a\u3001\u975e GAAP \u8ca1\u52d9\u30d9\u30fc\u30b9\u3067\u8868\u793a\u3055\u308c\u307e\u3059\u3002 GAAP \u7d50\u679c\u3068\u975e GAAP \u7d50\u679c\u306e\u8a73\u7d30\u306a\u8abf\u6574\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u5185\u306e\u6dfb\u4ed8\u30b9\u30e9\u30a4\u30c9\u3092\u53c2\u7167\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u3053\u306e\u96fb\u8a71\u306f\u5348\u5f8c 3 \u6642\u307e\u3067\u7d9a\u304f\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u592a\u5e73\u6d0b\u6642\u9593\u3002 \u3053\u306e\u901a\u8a71\u306e\u30ea\u30d7\u30ec\u30a4\u306f\u3001\u4eca\u65e5\u306e\u5348\u5f8c\u9045\u304f\u306b\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3067\u516c\u958b\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002 \u305d\u308c\u3067\u306f\u3001\u96fb\u8a71\u3092\u30c6\u30a3\u30e0\u306b\u6e21\u3057\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; 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\u5e74\u30ab\u30ec\u30f3\u30c0\u30fc\u306b\u304a\u3051\u308b\u524d\u5e74\u306e\u30b5\u30a4\u30af\u30eb\u306e\u5e95\u5024\u3068\u6bd4\u8f03\u3057\u3066\u3001\u5f53\u793e\u306f\u307b\u307c 2 \u500d\u306e EPS \u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002 \u30e9\u30e0\u304c\u30b5\u30a4\u30af\u30eb\u3054\u3068\u306b\u5f37\u529b\u306b\u9032\u5316\u3057\u305f\u7406\u7531\u306f\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3059\u3002 \u307e\u305a\u3001\u5f53\u793e\u306f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u65b0\u88fd\u54c1\u3078\u306e\u7d99\u7d9a\u7684\u306a\u6295\u8cc7\u3092\u901a\u3058\u3066\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u30ed\u30b8\u30c3\u30af\u3001\u304a\u3088\u3073\u7279\u6b8a\u6280\u8853\u5206\u91ce\u3067\u306e\u5730\u4f4d\u3092\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002 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\u5e74\u306b\u306f\u5168\u4f53\u7684\u306b\u5b89\u5b9a\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u53ce\u76ca\u306b\u5360\u3081\u308b\u4e2d\u56fd\u306e\u5272\u5408\u306f\u30013 \u6708\u56db\u534a\u671f\u3082\u6bd4\u8f03\u7684\u9ad8\u3044\u6c34\u6e96\u306b\u3068\u3069\u307e\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304c\u3001 \u304a\u305d\u3089\u304f\u5e74\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u4f4e\u4e0b\u3059\u308b\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002 \u6b21\u306b\u5730\u7406\u7684\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u306e\u306f\u97d3\u56fd\u3067\u300112 \u6708\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306e 19% \u306b\u5bfe\u3057\u30019 \u6708\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f 16% \u3067\u3057\u305f\u3002 \u305d\u3057\u3066\u6700\u5f8c\u306b\u3001\u65e5\u672c\u3068\u53f0\u6e7e\u304c\u4e0a\u4f4d 4 \u5730\u57df\u306e\u6b8b\u308a\u3092\u7de0\u3081\u304f\u304f\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u30ab\u30b9\u30bf\u30de\u30fc \u30b5\u30dd\u30fc\u30c8 \u30d3\u30b8\u30cd\u30b9 \u30b0\u30eb\u30fc\u30d7\u306e 12 \u6708\u56db\u534a\u671f\u306e\u53ce\u76ca\u306f\u7d04 15 \u5104\u30c9\u30eb\u3067\u30012022 \u5e74\u66a6\u5e74\u306e 9 \u6708\u56db\u534a\u671f\u304b\u3089 2% \u5897\u52a0\u3057\u300112 \u6708\u56db\u534a\u671f\u3068\u6bd4\u3079\u3066 16% \u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u5168\u4f53\u7684\u306b\u30d3\u30b8\u30cd\u30b9\u306f\u5b89\u5b9a\u3057\u3066\u304a\u308a\u3001\u5f15\u304d\u7d9a\u304d\u8a18\u61b6\u306b\u6b8b\u3063\u3066\u3044\u307e\u3059\u3002 \u9867\u5ba2\u306f\u975e\u5e38\u306b\u4f4e\u3044\u7a3c\u50cd\u7387\u3067\u5de5\u5834\u3092\u904b\u55b6\u3057\u3066\u3044\u307e\u3059\u3002 \u8a2d\u7f6e\u3055\u308c\u305f\u30d9\u30fc\u30b9\u30e6\u30cb\u30c3\u30c8\u306e\u5f37\u307f\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5909\u63db\u3068\u4f7f\u7528\u7387\u304c\u518d\u3073\u5897\u52a0\u3057\u305f\u5834\u5408\u306b\u3001\u5f53\u793e\u306b\u306f\u6210\u9577\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u57fa\u76e4\u304c\u5f97\u3089\u308c\u307e\u3059\u3002 \u30b9\u30da\u30a2\u3068\u305d\u308c\u306b\u7d9a\u304f Reliant \u88fd\u54c1\u30e9\u30a4\u30f3\u306f\u3001\u5f15\u304d\u7d9a\u304d CSBG \u306e 2 \u3064\u306e\u6700\u5927\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3059\u3002<\/p>\n<p>\u7c97\u5229\u76ca\u7387\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u79fb\u308a\u307e\u3059\u3002 12 \u6708\u56db\u534a\u671f\u306f 47.6% \u3068\u306a\u308a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u70b9\u3092\u4e0a\u56de\u3063\u3066\u304a\u308a\u30019 \u6708\u56db\u534a\u671f\u306e\u30ec\u30d9\u30eb (47.9%) \u3068\u307b\u307c\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306f\u5e74\u9593\u3092\u901a\u3058\u3066\u30b3\u30b9\u30c8\u69cb\u9020\u306e\u8981\u7d20\u3092\u6539\u5584\u3057\u3001\u3053\u308c\u3089\u306e\u696d\u52d9\u6539\u5584\u304b\u30892023\u66a6\u5e74\u3092\u7d42\u3048\u308b\u306b\u3042\u305f\u308a\u3001\u7c97\u5229\u76ca\u30922023\u5e743\u6708\u56db\u534a\u671f\u306e\u30ec\u30d9\u30eb\u304b\u3089\u7d041\u30d1\u30fc\u30bb\u30f3\u30c8\u30dd\u30a4\u30f3\u30c8\u6539\u5584\u3059\u308b\u3068\u3044\u3046\u7d04\u675f\u3092\u679c\u305f\u3057\u307e\u3057\u305f\u3002 12 \u6708\u56db\u534a\u671f\u306e\u55b6\u696d\u8cbb\u7528\u306f 6 \u5104 6,200 \u4e07\u30c9\u30eb\u3067\u3001\u524d\u56db\u534a\u671f\u306e 6 \u5104 2,200 \u4e07\u30c9\u30eb\u304b\u3089\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u652f\u51fa\u306b\u5360\u3081\u308b\u7814\u7a76\u958b\u767a\u306e\u5272\u5408\u306f9\u6708\u56db\u534a\u671f\u3068\u6bd4\u3079\u3066\u5897\u52a0\u3057\u3001\u7dcf\u652f\u51fa\u306e69%\u4ee5\u4e0a\u3092\u5360\u3081\u305f\u3002 \u652f\u51fa\u306e\u5897\u52a0\u306f\u3001\u30c6\u30a3\u30e0\u304c\u524d\u8ff0\u3057\u305f\u91cd\u8981\u306a\u8ee2\u63db\u70b9\u5168\u4f53\u3067\u88fd\u54c1\u3068\u6280\u8853\u306e\u5dee\u5225\u5316\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u306b\u5f53\u793e\u304c\u7d99\u7d9a\u7684\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002 \u5f53\u793e\u306f\u3001\u7d99\u7d9a\u7684\u306b\u4f01\u696d\u306e\u696d\u7e3e\u3092\u4e0a\u56de\u308b\u9577\u671f\u7684\u306a\u6226\u7565\u76ee\u6a19\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u8907\u6570\u306e\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u308f\u305f\u3063\u3066\u6295\u8cc7\u3092\u62e1\u5927\u3057\u7d9a\u3051\u307e\u3059\u3002 \u5f53\u56db\u534a\u671f\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f 30% \u3067\u30019 \u6708\u56db\u534a\u671f\u306e\u6c34\u6e96\u3067\u3042\u308b 30.1% \u3068\u4e00\u81f4\u3057\u3001\u4e3b\u306b\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u5411\u4e0a\u306b\u3088\u308a\u5f53\u793e\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u70b9\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u56db\u534a\u671f\u306e\u975e GAAP \u7a0e\u7387\u306f 12.3% \u3067\u3001\u307b\u307c\u4e88\u60f3\u3069\u304a\u308a\u3067\u3057\u305f\u3002 2024 \u5e74\u3092\u898b\u636e\u3048\u308b\u3068\u3001\u7a0e\u7387\u306f\u56db\u534a\u671f\u3054\u3068\u306e\u901a\u5e38\u306e\u5909\u52d5\u3067 10 \uff05\u53f0\u524d\u534a\u304b\u3089\u534a\u3070\u306b\u306a\u308b\u3068\u8003\u3048\u3089\u308c\u307e\u3059\u3002 12 \u6708\u56db\u534a\u671f\u306e\u305d\u306e\u4ed6\u306e\u53ce\u5165\u652f\u51fa\u306f 500 \u4e07\u30c9\u30eb\u3068\u306a\u308a\u30019 \u6708\u56db\u534a\u671f\u306e\u53ce\u5165\u306f 700 \u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002 OI&amp;E \u306e\u308f\u305a\u304b\u306a\u5909\u52d5\u306f\u4e3b\u306b\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u5909\u52d5\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>OI&amp;E \u306f\u5f15\u304d\u7d9a\u304d\u5e02\u5834\u95a2\u9023\u306e\u5909\u52d5\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u3042\u308b\u7a0b\u5ea6\u306e\u5909\u52d5\u3092\u5f15\u304d\u8d77\u3053\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 \u8cc7\u672c\u5229\u76ca\u306e\u9762\u3067\u306f\u3001\u7d04 6 \u5104 4,000 \u4e07\u30c9\u30eb\u3092\u5e02\u5834\u682a\u5f0f\u306e\u516c\u958b\u8cb7\u3044\u623b\u3057\u306b\u5272\u308a\u5f53\u3066\u300112 \u6708\u56db\u534a\u671f\u306b\u306f 2 \u5104 6,400 \u4e07\u30c9\u30eb\u306e\u914d\u5f53\u3092\u652f\u6255\u3044\u307e\u3057\u305f\u3002 2023 \u66a6\u5e74\u3001\u5f53\u793e\u306f\u30d5\u30ea\u30fc \u30ad\u30e3\u30c3\u30b7\u30e5 \u30d5\u30ed\u30fc\u306e 79%\u3001\u7dcf\u984d 38 \u5104\u30c9\u30eb\u3092\u9084\u5143\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u300175% \uff5e 100% \u3068\u3044\u3046\u5f53\u793e\u306e\u9577\u671f\u8cc7\u672c\u53ce\u76ca\u7387\u8a08\u753b\u3068\u307b\u307c\u4e00\u81f4\u3057\u3066\u3044\u307e\u3057\u305f\u3002 12 \u6708\u56db\u534a\u671f\u306e\u5e0c\u8584\u5316\u5f8c 1 \u682a\u5f53\u305f\u308a\u5229\u76ca\u306f\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u70b9\u3092 7.52 \u30c9\u30eb\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5e0c\u8584\u5316\u5f8c\u306e\u682a\u5f0f\u6570\u306f\u5f53\u793e\u306e\u4e88\u60f3\u901a\u308a\u306e 1 \u5104 3,200 \u4e07\u682a\u306b\u5207\u308a\u4e0b\u3052\u3089\u308c\u30019 \u6708\u56db\u534a\u671f\u304b\u3089\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002 2023 \u5e74\u4e2d\u306b\u3001\u5f53\u793e\u306f\u81ea\u793e\u682a\u8cb7\u3044\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u901a\u3058\u3066 500 \u4e07\u682a\u8fd1\u304f\u306e\u682a\u5f0f\u3092\u8cb7\u3044\u623b\u3057\u307e\u3057\u305f\u3002 \u53d6\u7de0\u5f79\u4f1a\u304c\u627f\u8a8d\u3057\u305f\u81ea\u793e\u682a\u8cb7\u3044\u8a08\u753b\u306b\u306f 21 \u5104\u30c9\u30eb\u304c\u6b8b\u3063\u3066\u3044\u307e\u3059\u3002 \u8cb8\u501f\u5bfe\u7167\u8868\u306b\u76ee\u3092\u5411\u3051\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>12 \u6708\u56db\u534a\u671f\u672b\u6642\u70b9\u306e\u73fe\u91d1\u304a\u3088\u3073\u77ed\u671f\u6295\u8cc7\u306f\u5408\u8a08 56 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12\u6708\u56db\u534a\u671f\u306e\u58f2\u4e0a\u6b8b\u65e5\u6570\u306f66\u65e5\u3067\u30019\u6708\u56db\u534a\u671f\u306e73\u65e5\u304b\u3089\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u793e\u304c\u696d\u52d9\u306b\u91cd\u70b9\u3092\u7f6e\u304d\u5b9f\u884c\u3057\u305f\u7d50\u679c\u3001\u5728\u5eab\u56de\u8ee2\u7387\u304c\u524d\u56db\u534a\u671f\u306e 1.5 \u500d\u304b\u3089 1.8 \u500d\u306b\u6539\u5584\u3057\u305f\u3053\u3068\u3092\u3054\u5831\u544a\u3067\u304d\u308b\u3053\u3068\u3092\u5b09\u3057\u304f\u601d\u3044\u307e\u3059\u3002 \u5f53\u793e\u306f\u30012024 \u66a6\u5e74\u3092\u901a\u3058\u3066\u5728\u5eab\u524a\u6e1b\u306b\u5f15\u304d\u7d9a\u304d\u53d6\u308a\u7d44\u3093\u3067\u3044\u304d\u307e\u3059\u300212 \u6708\u56db\u534a\u671f\u306e\u975e\u73fe\u91d1\u652f\u51fa\u306b\u306f\u3001\u682a\u5f0f\u5831\u916c\u306b\u7d04 7,000 \u4e07\u30c9\u30eb\u3001\u6e1b\u4fa1\u511f\u5374\u8cbb\u306b\u7d04 7,800 \u4e07\u30c9\u30eb\u3001\u511f\u5374\u8cbb\u306b\u7d04 1,300 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\u306e\u6a5f\u4f1a\u3092\u898b\u3066\u78ba\u7acb\u3057\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u5206\u91ce\u3067\u306e\u3055\u3089\u306a\u308b\u6210\u9577\u3092\u5831\u544a\u3057\u7d9a\u3051\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u308c\u304b\u3089\u3082\u305d\u308c\u3092\u7d9a\u3051\u3066\u3044\u304f\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u652f\u51fa\u30d1\u30bf\u30fc\u30f3\u3092\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u898b\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30c6\u30a3\u30e0\u3001\u30c0\u30b0\u3067\u3059\u3002 \u5ff5\u306e\u305f\u3081\u8a00\u3063\u3066\u304a\u304d\u307e\u3059\u304c\u3001\u3088\u304f\u3054\u5b58\u77e5\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u901a\u5e38\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3084\u84b8\u7740\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9577\u3044\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u6700\u7d42\u7684\u306b\u306f\u305d\u308c\u306b\u4ed8\u968f\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u88c5\u7f6e\u3092\u8cfc\u5165\u305b\u305a\u306b\u30ea\u30bd\u3092\u8cfc\u5165\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002 \u3067\u3059\u304b\u3089\u3001\u5f7c\u3089\u304c\u4f55\u304b\u3092\u898b\u3066\u3044\u308b\u306a\u3089\u3001\u79c1\u305f\u3061\u3082\u305d\u308c\u3092\u898b\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30af\u30ea &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u5168\u306b\u3001\u30c0\u30b0\u3002 \u3048\u3048\u3001\u78ba\u304b\u306b\u3002 \u305d\u308c\u3067\u3001\u30c0\u30b0\u3001\u3042\u306a\u305f\u306e\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3001\u3068\u3066\u3082\u65e9\u3044\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u5909\u52d5\u90e8\u5206\u304c\u304b\u306a\u308a\u591a\u304f\u3001\u7c97\u5229\u76ca\u7387\u304c\u5909\u52d5\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u308f\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30df\u30c3\u30af\u30b9\u304c\u3042\u306a\u305f\u3092\u52a9\u3051\u3066\u304f\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u79c1\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u304a\u305d\u3089\u304f\u30b3\u30b9\u30c8\u524a\u6e1b\u306a\u3069\u304b\u3089\u8ffd\u3044\u98a8\u3092\u53d7\u3051\u3066\u3044\u308b\u3053\u3068\u3082\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u3067\u306f\u3001\u9069\u5207\u306a\u6b63\u898f\u5316\u30de\u30fc\u30b8\u30f3\u3068\u306f\u4f55\u3067\u3057\u3087\u3046\u304b? \u304a\u305d\u3089\u304f 48% \u304c\u6b63\u898f\u5316\u3055\u308c\u305f\u6b63\u3057\u3044\u6570\u5024\u3067\u306f\u306a\u3044\u3053\u3068\u306f\u308f\u304b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u304c 50 \u30d9\u30fc\u30b7\u30b9 \u30dd\u30a4\u30f3\u30c8\u52a9\u3051\u306b\u306a\u308a\u3001\u305d\u308c\u304c\u89e3\u6d88\u3055\u308c\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u3053\u3067\u3061\u3087\u3063\u3068\u624b\u4f1d\u3063\u3066\u304f\u308c\u307e\u305b\u3093\u304b\uff1f \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u30c6\u30a3\u30e0\u3001\u524d\u56db\u534a\u671f\u306b\u79c1\u304c\u8a00\u3063\u305f\u3053\u3068\u3092\u601d\u3044\u51fa\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u306f\u307e\u3060\u540c\u3058\u3088\u3046\u306a\u3053\u3068\u3067\u3059\u304b\u3089\u3002 3 \u6708\u306e\u56db\u534a\u671f\u30ac\u30a4\u30c9\u3067\u3082\u9867\u5ba2\u69cb\u6210\u304c\u6069\u6075\u3092\u3082\u305f\u3089\u3057\u3066\u304a\u308a\u3001\u304a\u305d\u3089\u304f\u524d\u56db\u534a\u671f\u3088\u308a\u3082\u5c11\u3057\u3060\u3051\u5897\u3048\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002 \u6628\u5e74\u306e 6 \u6708\u56db\u534a\u671f\u306b\u8a71\u3092\u623b\u3057\u307e\u3057\u305f\u304c\u3001\u5730\u7406\u7684\u306a\u69cb\u6210\u304c\u3053\u308c\u307b\u3069\u6709\u5229\u306b\u306a\u308b\u524d\u3067\u3042\u308a\u3001\u4e3b\u306b\u305d\u308c\u304c\u9867\u5ba2\u69cb\u6210\u3092\u63a8\u9032\u3057\u3066\u3044\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u7279\u306b 6 \u6708\u306e\u56db\u534a\u671f\u3092\u601d\u3044\u51fa\u3059\u3068\u3001\u7c97\u5229\u76ca\u7387\u306f\u7d04 46%\u300145.7% \u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u30df\u30c3\u30af\u30b9\u304c\u304a\u305d\u3089\u304f\u3088\u308a\u901a\u5e38\u306e\u30ec\u30d9\u30eb\u306b\u6b63\u5e38\u5316\u3059\u308b\u3068\u304d\u306b\u3001\u305d\u3053\u304b\u3089\u59cb\u3081\u308b\u306e\u306f\u60aa\u304f\u3042\u308a\u307e\u305b\u3093\u3002 \u305d\u308c\u3067\u3001\u305d\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u304f\u3060\u3055\u3044\u3002 \u305d\u3053\u3068\u79c1\u305f\u3061\u304c\u3053\u3053\u306b\u3044\u308b\u5834\u6240\u306e\u9593\u306e\u3069\u3053\u304b\u3002<\/p>\n<p>\u79c1\u305f\u3061\u304c\u8a71\u3057\u3066\u304d\u305f\u3053\u308c\u3089\u306e\u696d\u52d9\u6539\u5584\u306f\u73fe\u5b9f\u306e\u3082\u306e\u3067\u3042\u308a\u3001\u6210\u9577\u304c\u518d\u958b\u3055\u308c\u3001\u3044\u3064\u304b\u306f\u6210\u9577\u304c\u518d\u958b\u3055\u308c\u308b\u3053\u3068\u304c\u308f\u304b\u3063\u3066\u3044\u308b\u306e\u3067\u3001\u4f1a\u793e\u3092\u3053\u308c\u3089\u306e\u4f4e\u30b3\u30b9\u30c8\u306e\u5834\u6240\u306b\u518d\u914d\u7f6e\u3059\u308b\u3053\u3068\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u306f\u305a\u3067\u3059\u3002 \u3064\u307e\u308a\u3001\u305d\u308c\u306f\u307e\u3060\u3053\u308c\u304b\u3089\u3067\u3059\u3002 \u305f\u3060\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u3042\u308b\u7a0b\u5ea6\u306e\u6210\u9577\u304c\u5fc5\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30af\u30ea &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30c0\u30b0\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30c6\u30a3\u30e0\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001JP \u30e2\u30eb\u30ac\u30f3\u306e Harlan Sur \u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Harlan Sur &#8212; JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002 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\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u79c1\u305f\u3061\u306f\u904e\u53bb\u306b\u3001\u660e\u3089\u304b\u306b\u3001\u305d\u308c\u3092\u304b\u306a\u308a\u7dbf\u5bc6\u306b\u8ffd\u8de1\u3057\u3066\u3044\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002 \u304a\u5ba2\u69d8\u304c\u4f7f\u7528\u7387\u306e\u5411\u4e0a\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u306e\u3092\u805e\u3044\u305f\u3053\u3068\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u79c1\u305f\u3061\u306f\u3001\u3053\u308c\u3089\u306e\u5e02\u5834\u3067\u306e\u4fa1\u683c\u8a2d\u5b9a\u306e\u5f37\u5316\u306b\u3064\u3044\u3066\u306e\u304a\u5ba2\u69d8\u306e\u8a71\u3092\u78ba\u304b\u306b\u898b\u805e\u304d\u3057\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u308c\u304c\u79c1\u305f\u3061\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3068\u3069\u306e\u3088\u3046\u306b\u8a00\u3044\u307e\u3057\u305f\u304b\uff1f \u3064\u307e\u308a\u3001NAND 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\u652f\u51fa\u306e\u6069\u6075\u306e\u591a\u304f\u306f\u3001 \u79c1\u305f\u3061\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u884c\u3046\u969b\u306b\u3001\u305d\u306e\u60c5\u5831\u304c\u30e9\u30e0\u306b\u6d41\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002 \u652f\u51fa\u306e\u3082\u3046 1 \u3064\u306e\u8981\u7d20\u306f\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306a\u3069\u3092\u6709\u52b9\u306b\u3059\u308b\u305f\u3081\u306b\u8ffd\u52a0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u8ffd\u52a0\u306e\u6a5f\u5668\u304b\u3089\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306b\u304a\u3044\u3066\u306f\u3001Lam \u304c DRAM \u306e\u30b9\u30bf\u30c3\u30af\u306b\u5fc5\u8981\u306a\u91cd\u8981\u306a\u6280\u8853\u306e 100% \u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u304a\u5ba2\u69d8\u306e\u4f7f\u7528\u72b6\u6cc1\u306b\u3064\u3044\u3066\u306f\u304a\u5ba2\u69d8\u306b\u8a9e\u3063\u3066\u3044\u305f\u3060\u304f\u3053\u3068\u306b\u3057\u307e\u3059\u304c\u3001\u79c1\u304c\u8a00\u3044\u305f\u3044\u306e\u306f\u3001\u3059\u3079\u3066\u306e\u5146\u5019\u306f\u30e1\u30e2\u30ea\u5e02\u5834\u304c\u3053\u3053\u6570\u5e74\u9593\u306e\u6b74\u53f2\u7684\u4e0d\u6cc1\u306b\u8fd1\u3044\u307b\u3069\u306e\u4f4e\u8ff7\u304b\u3089\u629c\u3051\u51fa\u3057\u59cb\u3081\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u305d\u308c\u304c\u79c1\u305f\u3061\u304c\u4eca\u5e74\u6ce8\u76ee\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>Harlan Sur &#8212; JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u308c\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002 \u3064\u307e\u308a\u3001CSBG \u30d3\u30b8\u30cd\u30b9\u306f 2019 \u5e74\u4ee5\u6765 17% CAGR \u3067\u6210\u9577\u3057\u307e\u3057\u305f\u3088\u306d? \u3053\u308c\u306f\u3001\u7686\u3055\u3093\u304c\u524d\u56de\u306e\u30a2\u30ca\u30ea\u30b9\u30c8 \u30c7\u30a4\u3067\u63b2\u3052\u305f 10% \uff5e 11% \u306e CAGR \u76ee\u6a19\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u3088\u308a\u3082\u5927\u5e45\u306b\u901f\u3044\u3067\u3059\u3002 \u9867\u5ba2\u306e\u4f9b\u7d66\u5074\u306e\u898f\u5f8b\u3001\u4f7f\u7528\u7387\u306e\u4f4e\u4e0b\u3001\u6280\u8853\u79fb\u884c\u306e\u9045\u308c\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u904e\u53bb\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u696d\u7e3e\u304c\u4f4e\u8ff7\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002 \u305f\u3060\u3057\u3001\u4eca\u5e74\u4e2d\u306b\u6d3b\u52d5\u304c\u6d3b\u767a\u5316\u3059\u308b\u3068\u4eee\u5b9a\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306b\u8a2d\u7f6e\u30d9\u30fc\u30b9 \u30d3\u30b8\u30cd\u30b9\u306e\u529b\u5f37\u3044\u7d99\u7d9a\u7684\u306a\u6210\u9577\u304c\u52a0\u308f\u308a\u3001\u30c1\u30e3\u30f3\u30d0\u30fc\u6570\u306f 2 \u6841\u53f0\u524d\u534a\u306e\u6210\u9577\u7387\u3067\u5897\u52a0\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002 \u305f\u3068\u3048\u3070\u3001\u4eca\u5e74\u3068\u4eca\u5f8c\u306eCSBG\u306e\u6210\u9577\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30d7\u30c3\u30c8\u3068\u30c6\u30a4\u30af\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u73fe\u6642\u70b9\u3067 CSBG \u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u6570\u5024\u3092\u767a\u8868\u3059\u308b\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u660e\u3089\u304b\u306b\u3001\u305d\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u9867\u5ba2\u306e\u5de5\u5834\u5185\u3067\u767a\u751f\u3057\u305f\u7a3c\u50cd\u7387\u306e\u524a\u6e1b\u306b\u3088\u3063\u3066\u5927\u304d\u306a\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u4e88\u5099\u54c1\u3060\u3051\u3067\u306a\u304f\u3001\u901a\u5e38\u306f\u6bce\u5e74\u767a\u751f\u3059\u308b\u591a\u304f\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u524a\u6e1b\u3082\u898b\u3089\u308c\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u306fCSBG\u306e\u53ce\u76ca\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002<\/p>\n<p>\u4eca\u5f8c\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9\u304c\u3069\u308c\u3060\u3051\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u308b\u306e\u304b\u3068\u3044\u3046\u8a71\u3092\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u3053\u308c\u306f\u306f\u308b\u304b\u306b\u5927\u304d\u306a\u8a2d\u7f6e\u30d9\u30fc\u30b9\u3067\u3042\u308a\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u9045\u308c\u306b\u3088\u308a\u3001\u305d\u3053\u306b\u6ede\u7559\u3057\u305f\u9700\u8981\u304c\u5b58\u5728\u3057\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u6700\u65b0\u304b\u3064\u6700\u3082\u52b9\u7387\u7684\u3067\u6700\u3082\u7af6\u4e89\u529b\u306e\u3042\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc \u30ce\u30fc\u30c9\u3067\u52d5\u4f5c\u3059\u308b\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u3092\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u6b63\u78ba\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9\u304c\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3055\u308c\u3001\u5b9f\u969b\u306b\u4eca\u5f8c\u30e9\u30e0\u793e\u306b\u304b\u306a\u308a\u306e\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u306f\u308f\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3057\u3066\u3001\u30cf\u30fc\u30e9\u30f3\u3001\u601d\u3044\u51fa\u3057\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3001CSBG \u306b\u306f\u4e88\u5099\u30b5\u30fc\u30d3\u30b9 \u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3068\u3044\u3046 4 \u3064\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u3042\u308a\u3001\u305d\u306e\u3059\u3079\u3066\u304c\u30c6\u30a3\u30e0\u304c\u8aac\u660e\u3057\u305f\u5185\u5bb9\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002 \u305d\u3053\u306b\u306f Reliant \u88fd\u54c1\u30e9\u30a4\u30f3\u3082\u3042\u308a\u3001\u6628\u5e74\u7d20\u6674\u3089\u3057\u3044\u6210\u679c\u3092\u4e0a\u3052\u307e\u3057\u305f\u3002 \u3053\u308c\u306f\u3001\u3088\u308a\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\u3067\u3042\u308b\u5c02\u9580\u30ce\u30fc\u30c9 WFE \u3067\u306f\u3001\u3042\u308b\u7a0b\u5ea6\u307e\u3067\u6804\u67af\u76db\u8870\u3059\u308b\u3067\u3057\u3087\u3046\u3002 \u3060\u304b\u3089\u3001\u305d\u308c\u3092\u898b\u5931\u308f\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Reliant \u88fd\u54c1\u30e9\u30a4\u30f3\u306b\u306f\u5c11\u3057\u7570\u306a\u308b\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30b9\u304c\u3042\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Harlan Sur &#8212; JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3002 \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30cf\u30fc\u30e9\u30f3\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30b7\u30c6\u30a3\u306e\u30a2\u30c6\u30a3\u30d5\u30fb\u30de\u30ea\u30af\u6c0f\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30a2\u30c6\u30a3\u30d5\u30fb\u30de\u30ea\u30af &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\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 \u307e\u305a 1 \u3064\u76ee\u3001\u30c6\u30a3\u30e0\u3001\u6b74\u53f2\u7684\u306b\u3001\u7686\u3055\u3093\u306f NAND \u652f\u51fa\u304c\u8d77\u3053\u308b\u3068\u4e0d\u91e3\u308a\u5408\u3044\u306a\u6069\u6075\u3092\u53d7\u3051\u3066\u304d\u307e\u3057\u305f\u3002 NAND \u652f\u51fa\u304c\u56de\u5fa9\u3057\u305f\u3068\u304d\u306e\u7af6\u4e89\u529b\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u308b\u3068\u3001\u4eca\u5e74\u306f\u3055\u3089\u306a\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u3042\u308b\u3053\u3068\u306f\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u7279\u306b\u30a8\u30c3\u30c1\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3088\u308a\u3082\u591a\u304f\u306e\u5c64\u3067\u3001\u3053\u306e NAND \u4f4e\u8ff7\u304b\u3089\u7af6\u4e89\u529b\u3092\u53d6\u308a\u623b\u3057\u305f\u8cb4\u793e\u306e\u7acb\u5834\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u3044\u3044\u8cea\u554f\u3060\u3068\u601d\u3046\u306e\u3067\u3001\u305d\u308c\u3092\u6307\u6458\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u3002 \u3064\u307e\u308a\u3001\u56de\u5fa9\u306e\u6700\u521d\u306e\u6bb5\u968e\u3067\u79c1\u305f\u3061\u304c\u77ed\u671f\u7684\u306b\u898b\u3066\u3044\u308b\u306e\u306f\u3001\u9867\u5ba2\u304c\u30b3\u30b9\u30c8\u306b\u975e\u5e38\u306b\u654f\u611f\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u6b21\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc \u30ce\u30fc\u30c9\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306e\u6700\u826f\u306e\u65b9\u6cd5\u306f\u3001\u8a2d\u7f6e\u3055\u308c\u3066\u3044\u308b\u6a5f\u5668\u3092\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u30e9\u30e0\u3055\u3093\u3001\u79c1\u305f\u3061\u306f\u6a5f\u5668\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3068\u62e1\u5f35\u3092\u53ef\u80fd\u306b\u3059\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u6295\u8cc7\u306b\u81a8\u5927\u306a\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u304a\u308a\u3001\u305d\u308c\u306f\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u4fa1\u5024\u306e\u3042\u308b\u3053\u3068\u3067\u3059\u3002 \u305d\u308c\u306f\u5b9f\u969b\u306b\u306f\u304b\u306a\u308a\u9577\u304f\u7d9a\u304f\u3068\u601d\u3044\u307e\u3059\u3002 \u305f\u3068\u3048\u3070\u3001NAND \u5e02\u5834\u306b\u306f\u9ad8\u30a2\u30b9\u30da\u30af\u30c8\u6bd4\u30a8\u30c3\u30c1\u30f3\u30b0\u306e\u30c1\u30e3\u30f3\u30d0\u30fc\u304c\u7d04 6,500 \u500b\u3042\u308a\u307e\u3059\u3002 \u3053\u308c\u3089\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u901a\u3058\u3066\u591a\u304f\u306e\u6b21\u4e16\u4ee3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u751f\u307f\u51fa\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3055\u3089\u306b\u3001\u6b21\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u3067\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3055\u308c\u305f\u30c1\u30e3\u30f3\u30d0\u30fc\u3092\u5b9f\u884c\u3059\u308b\u3053\u3068\u3067\u5f97\u3089\u308c\u308b\u5b66\u7fd2\u306f\u3001\u30df\u30c3\u30af\u30b9\u30ce\u30fc\u30c9\u3067\u89e3\u6c7a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3059\u3079\u3066\u306e\u30a2\u30a4\u30c7\u30a2\u3068\u8ab2\u984c\u306e\u7406\u89e3\u306e\u7a2e\u3068\u306a\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002 \u305d\u308c\u304c\u3001\u3053\u306e\u696d\u754c\u3067\u8a2d\u7f6e\u30d9\u30fc\u30b9\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3084\u65e2\u5b58\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6253\u3061\u7834\u308b\u306e\u304c\u975e\u5e38\u306b\u96e3\u3057\u3044\u50be\u5411\u304c\u3042\u308b\u7406\u7531\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u79c1\u305f\u3061\u306f\u4ed6\u4eba\u306b\u4fb5\u5165\u3057\u3088\u3046\u3068\u3057\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u3088\u304f\u77e5\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e9\u30e0\u304c\u975e\u5e38\u306b\u3046\u307e\u304f\u3084\u3063\u305f\u306e\u306f\u3001\u9867\u5ba2\u3068\u7dca\u5bc6\u306b\u5354\u529b\u3059\u308b\u3053\u3068\u3067\u3059\u3002 \u79c1\u306f\u3001\u7814\u7a76\u958b\u767a\u30e9\u30dc\u3092\u9867\u5ba2\u306e\u3059\u3050\u8fd1\u304f\u306b\u7f6e\u304f\u3001\u9867\u5ba2\u5bc6\u7740\u6226\u7565\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 \u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u3001\u4eca\u5f8c\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30b9\u30c8\u306e\u4e21\u65b9\u306e\u30cb\u30fc\u30ba\u3092\u9069\u5207\u306b\u6e80\u305f\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u65b9\u6cd5\u306b\u3059\u304e\u307e\u305b\u3093\u3002<\/p>\n<p>\u30a2\u30c6\u30a3\u30d5\u30fb\u30de\u30ea\u30af &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002 \u305d\u308c\u304b\u3089\u3001\u30c0\u30b0\u3001opex \u306b\u3064\u3044\u3066\u7c21\u5358\u306b\u8aac\u660e\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u7814\u7a76\u958b\u767a\u306f\u524d\u5e74\u6bd4\u3067\u5897\u52a0\u3059\u308b\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u3002 \u3053\u308c\u304c\u7dcf\u904b\u7528\u30b3\u30b9\u30c8\u3082\u5897\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u7814\u7a76\u958b\u767a\u306e\u5897\u52a0\u3092\u76f8\u6bba\u3059\u308b\u305f\u3081\u306b\u8ca9\u7ba1\u8cbb\u304c\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3066\u3044\u308b\u306e\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u7dcf\u904b\u7528\u30b3\u30b9\u30c8\u306f\u304a\u305d\u3089\u304f\u5897\u52a0\u3059\u308b\u3067\u3057\u3087\u3046\u3001\u7814\u7a76\u958b\u767a\u306f\u3055\u3089\u306b\u5897\u52a0\u3059\u308b\u3067\u3057\u3087\u3046? \u524d\u56db\u534a\u671f\u306b\u306f\u7dcf\u652f\u51fa\u306e 69% \u304c\u7814\u7a76\u958b\u767a\u306b\u8cbb\u3084\u3055\u308c\u307e\u3057\u305f\u3002 \u305d\u308c\u306f\u6700\u9ad8\u6c34\u6e96\u3067\u3059\u3002 \u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u610f\u56f3\u7684\u306b\u7814\u7a76\u958b\u767a\u3092\u62e1\u5927\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u4e3b\u306b\u79c1\u305f\u3061\u304c\u8a71\u3057\u3066\u304d\u305f\u3059\u3079\u3066\u306e\u5909\u5316\u306e\u305f\u3081\u3067\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u304a\u305d\u3089\u304f\u6700\u3082\u7c21\u5358\u306b\u8003\u3048\u308b\u65b9\u6cd5\u306f\u3001\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u65b0\u88fd\u54c1\u3092\u958b\u767a\u3059\u308b\u305f\u3081\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u3001\u6b8b\u5ff5\u306a\u304c\u3089\u652f\u51fa\u53ce\u5165\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3088\u308a\u3082\u5c11\u3057\u9577\u3044\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u6210\u9577\u304c\u5230\u6765\u3057\u3001\u5f53\u793e\u306b\u3068\u3063\u3066\u591a\u5927\u306a\u6a5f\u4f1a\u304c\u5b58\u5728\u3059\u308b\u6b21\u306e\u597d\u8ee2\u671f\u306b\u5165\u308a\u3064\u3064\u3042\u308b\u3068\u3044\u3046\u898b\u901a\u3057\u306e\u3082\u3068\u3001\u53ce\u76ca\u304c\u73fe\u308c\u308b\u524d\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u306b\u975e\u5e38\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u305d\u308c\u304c\u4eca\u5e74\u306e\u79c1\u305f\u3061\u306e\u30b7\u30b0\u30ca\u30eb\u3060\u3063\u305f\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u3002 \u3057\u304b\u3057\u3001\u304a\u5ba2\u69d8\u304b\u3089\u306e\u65b0\u88fd\u54c1\u3084\u6280\u8853\u3078\u306e\u6295\u8cc7\u304c\u6210\u9577\u3059\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30a2\u30c6\u30a3\u30d5\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u91dd\u654f\u4e5f\u6c0f\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u91dd \u654f\u4e5f \u2013 \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 \u2013 \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u307f\u3093\u306a\u3002 \u3054\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u307e\u3057\u3066\u8aa0\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 WFE\u306e\u6700\u521d\u306e\u3082\u306e\u3002 \u30c0\u30b0\u3001\u3042\u306a\u305f\u304c\u3053\u308c\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u305f\u304b\u3069\u3046\u304b\u5fd8\u308c\u307e\u3057\u305f\u304c\u3001\u4eca\u5e74\u306e WFE \u306e\u8ecc\u9053\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u306b\u3001\u3042\u306a\u305f\u304c\u5171\u6709\u3057\u305f\u3044\u524d\u534a\u3068\u5f8c\u534a\u306e\u3088\u3046\u306a\u30d0\u30a4\u30a2\u30b9\u306f\u3042\u308a\u307e\u3059\u304b? \u305d\u3057\u3066\u3055\u3089\u306b\u91cd\u8981\u306a\u306e\u306f\u3001\u5e02\u5834\u306b\u5bfe\u3059\u308b\u8cb4\u793e\u306e\u30a2\u30a6\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u7387\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u7686\u3055\u3093\u306f\u660e\u3089\u304b\u306b\u3001\u30e1\u30e2\u30ea\u7a7a\u9593\u5168\u4f53\u3067\u6df1\u3055\u3068\u30a8\u30c3\u30c1\u30f3\u30b0\u306e\u5f37\u5ea6\u304c\u5897\u5927\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 HBM \u306e\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 HBM\u306e\u30c9\u30e9\u30a4\u30ec\u30b8\u30b9\u30c8\u3068\u304b\u3002 WFE \u306e\u60f3\u5b9a\u304c\u6b63\u78ba\u3067\u3001\u5e02\u5834\u306e\u4e88\u60f3\u304c\u6b63\u3057\u3044\u3068\u4eee\u5b9a\u3059\u308b\u3068\u3001\u4e2d\u4f4d\u304b\u3089\u4e0a\u4f4d\u306e\u30b7\u30f3\u30b0\u30eb\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u30ab\u30ec\u30f3\u30c0\u30fc &#8217;24 \u3067\u306f\u3001\u7686\u3055\u3093\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u30a2\u30a6\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u671f\u5f85\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002 \u5bff\u4e5f\u3001\u6700\u521d\u304b\u306a\u2015\u2015\u4eca\u5e74\u306f\u3061\u3087\u3063\u3068\u4e0b\u534a\u671f\u6bd4\u91cd\u306e\u5e74\u3060\u3068\u601d\u3046\u3002 \u305f\u3076\u3093\u3001\u4eca\u5e74\u306f\u30b9\u30ed\u30fc\u30b9\u30bf\u30fc\u30c8\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u58f2\u4e0a\u9ad8\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u307b\u307c\u6a2a\u3070\u3044\u306b\u306a\u308b\u3088\u3046\u306b\u5c0e\u3044\u305f\u3068\u3053\u308d\u3067\u3059\u3002 \u305d\u308c\u306f\u7686\u3055\u3093\u304c\u898b\u3066\u3044\u308b\u73fe\u8c61\u306e\u4e00\u90e8\u3067\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u5f8c\u534a\u3067\u306f\u591a\u5c11\u5f37\u304f\u306a\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u5168\u4f53\u3068\u3057\u3066\u3001NAND\u3001DRAM\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u30ed\u30b8\u30c3\u30af\u306a\u3069\u3001\u3055\u3089\u306b\u6210\u9577\u3059\u308b\u3082\u306e\u306e\u9593\u306e\u500b\u3005\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u304a\u305d\u3089\u304f\u3059\u3079\u3066\u306e\u3082\u306e\u306f\u3042\u308b\u7a0b\u5ea6\u6210\u9577\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3053\u308c\u3089\u3059\u3079\u3066\u306e\u5909\u66f2\u70b9\u3092\u3001\u30a8\u30f3\u30c9\u5e02\u5834\u306e\u3042\u3089\u3086\u308b\u5074\u9762\u3067\u89b3\u5bdf\u3059\u308b\u3068\u3001\u30ce\u30fc\u30c9\u304b\u3089\u30ce\u30fc\u30c9\u3078\u3068\u79fb\u52d5\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u5806\u7a4d\u306e\u5f37\u5ea6\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u305d\u308c\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u91dd \u654f\u4e5f \u2013 \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 \u2013 \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u305d\u308c\u304b\u3089\u3001\u4e2d\u56fd\u306b\u95a2\u3059\u308b\u79c1\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3068\u3057\u3066\u3001\u30c0\u30b0\u3001\u3042\u306a\u305f\u306f 3 \u6708\u56db\u534a\u671f\u306e\u30b7\u30b9\u30c6\u30e0\u53ce\u76ca\u306b\u5360\u3081\u308b\u4e2d\u56fd\u306e\u5272\u5408\u304c\u4e0a\u6607\u3092\u7d9a\u3051\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u3042\u306a\u305f\u306f\u7d9a\u3051\u3066\u3001\u305d\u306e\u6570\u306f\u5e74\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u6e1b\u5c11\u3059\u308b\u306f\u305a\u3060\u3068\u8a00\u3044\u307e\u3057\u305f\u3002 \u305d\u308c\u306f\u7d14\u7c8b\u306b\u4ed6\u306e\u4e8b\u696d\u3001\u4ed6\u306e\u5730\u57df\u304c\u5e74\u9593\u3092\u901a\u3057\u3066\u6539\u5584\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3088\u308b\u3082\u306e\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f \u305d\u308c\u3068\u3082\u4e2d\u56fd\u4e8b\u696d\u306e\u7d76\u5bfe\u7684\u306a\u8870\u9000\u3092\u611f\u3058\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f \u3082\u3057\u305d\u3046\u306a\u3089\u3001\u901f\u5ea6\u306e\u4f4e\u4e0b\u304c\u898b\u3089\u308c\u308b\u9818\u57df\u3001\u30c7\u30d0\u30a4\u30b9\u306e\u7a2e\u985e\u3001\u307e\u305f\u306f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u4f55\u3067\u3059\u304b? \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u4e2d\u56fd\u306e\u6e1b\u901f\u306f\u898b\u3089\u308c\u306a\u3044\u3002 \u6b63\u76f4\u306b\u8a00\u3046\u3068\u3001\u305d\u308c\u306f\u7d14\u7c8b\u306b\u652f\u51fa\u304c\u767a\u751f\u3059\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u306b\u3059\u304e\u307e\u305b\u3093\u3002<\/p>\n<p>\u91dd \u654f\u4e5f \u2013 \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 \u2013 \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30c8\u30b7\u30e4\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u8a00\u8449\u3092\u597d\u3093\u3067\u4f7f\u7528\u3057\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u30c6\u30a3\u30e0\u3068\u79c1\u306e\u30b3\u30e1\u30f3\u30c8\u306e\u4e21\u65b9\u3067\u3053\u306e\u8a00\u8449\u3092\u805e\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3001\u305d\u3046\u3067\u3059\u3088\u306d\uff1f \u3064\u307e\u308a\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u304c\u3057\u3070\u3089\u304f\u8a00\u3044\u7d9a\u3051\u3066\u304d\u305f\u4e00\u8cab\u3057\u305f\u8aac\u660e\u3067\u3059\u3002<\/p>\n<p>\u91dd \u654f\u4e5f \u2013 \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 \u2013 \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001C.J. \u30df\u30e5\u30fc\u30ba\u3068\u30ab\u30f3\u30c8\u30fc\u30eb\u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>C.J. \u30df\u30e5\u30fc\u30ba &#8212; \u30ab\u30f3\u30bf\u30fc\u30fb\u30d5\u30a3\u30c3\u30c4\u30b8\u30a7\u30e9\u30eb\u30c9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3046\u3093\u3002 \u3053\u3093\u306b\u3061\u306f\u3002 \u8cea\u554f\u306b\u3054\u5354\u529b\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 NAND \u306e\u56de\u5fa9\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u306e\u304b\u3001\u305d\u3057\u3066\u304a\u305d\u3089\u304f 2025 \u5e74\u306b\u6b63\u5e38\u5316\u3057\u305f\u72b6\u614b\u306b\u5230\u9054\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u30d3\u30b8\u30e7\u30f3\u306b\u3064\u3044\u3066\u8a9e\u3063\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u304a\u305d\u3089\u304f\u3088\u308a\u4f4e\u3044\u6b63\u898f\u5316\u3055\u308c\u305f\u6570\u5024\u3092\u632f\u308a\u8fd4\u308a\u3001\u30e1\u30e2\u30ea\u3084\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u3042\u308b\u3044\u306f\u88cf\u9762\u30d1\u30ef\u30fc \u30b2\u30fc\u30c8\u5168\u4f53\u306e\u5909\u66f4\u306a\u3069\u3001\u6295\u8cc7\u3057\u3066\u3044\u308b\u65b0\u3057\u3044\u5206\u91ce\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>\u5168\u4f53\u7684\u306b\u8c4a\u304b\u306a WFE \u5f37\u5ea6\u3092\u63a8\u9032\u3057\u30013D NAND \u304c\u6700\u521d\u306b\u63a1\u7528\u3055\u308c\u305f\u3068\u304d\u306e\u30d4\u30fc\u30af \u30ec\u30d9\u30eb\u306b\u623b\u3059\u306e\u306b\u5341\u5206\u306a\u7a2e\u985e\u306e\u30b8\u30e5\u30fc\u30b9\u306f\u3042\u308a\u307e\u3059\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u78ba\u304b\u306b\u3001C.J. \u7c21\u5358\u306a\u7b54\u3048\u306f\u3001\u306f\u3044\u3001\u79c1\u305f\u3061\u306f\u305d\u3046\u4fe1\u3058\u3066\u3044\u308b\u3001\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f &#8212; \u6700\u521d\u306b NAND \u306e\u554f\u984c\u306b\u89e6\u308c\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u306b\u3064\u3044\u3066\u306f &#8212; \u5148\u307b\u3069\u3082\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u4eca\u5e74\u3001\u9867\u5ba2\u306f\u4e3b\u306b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3068\u4f55\u304c\u5408\u7406\u7684\u306a\u306e\u304b\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u6700\u7d42\u7684\u306b\u306f\u3001\u79c1\u305f\u3061\u304c\u9577\u671f\u7684\u306b\u898b\u3089\u308c\u308b\u3068\u601d\u308f\u308c\u308b\u3088\u3046\u306a\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u660e\u3089\u304b\u306b\u3001\u8ffd\u52a0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3082\u306e\u304c\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3059\u304c\u3001\u4eca\u5e74\u306f\u305d\u308c\u304c\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002 \u3053\u308c\u3089\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u9032\u5316\u3059\u308b\u305f\u3073\u306b\u3001\u5c64\u306e\u6570\u304c\u5897\u52a0\u3059\u308b\u3060\u3051\u3067\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u30c7\u30d7\u30b9\u306e\u5f37\u5ea6\u304c\u5897\u52a0\u3057\u307e\u3059\u3002 \u307e\u305f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3067\u306f\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u84b8\u7740\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3067\u679c\u305f\u3059\u76ee\u7684\u306b\u3088\u308a\u3001Lam \u304c WFE \u306e\u306f\u308b\u304b\u306b\u9ad8\u3044\u5272\u5408\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001NAND\u304c\u4e00\u5b9a\u306e\u5272\u5408\u3067\u56de\u5fa9\u3057\u6210\u9577\u3057\u3066\u3044\u308b\u306e\u3092\u898b\u308b\u3068\u3001\u305d\u306e\u307b\u3068\u3093\u3069\u304c\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u3088\u308b\u3082\u306e\u3067\u3042\u308b\u305f\u3081\u3001Lam\u306f\u5b9f\u969b\u306b\u305d\u306e\u5272\u5408\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u9577\u671f\u7684\u306b\u306f\u3001\u79c1\u305f\u3061\u306f\u6ce8\u610f\u3092\u5411\u3051\u3001\u6226\u7565\u7684\u306b\u3001\u5b58\u5728\u3059\u308b\u591a\u304f\u306e\u6a5f\u4f1a\u3092\u5b9f\u969b\u306b\u6349\u3048\u308b\u3053\u3068\u3067\u30d3\u30b8\u30cd\u30b9\u306b\u56de\u5fa9\u529b\u3092\u69cb\u7bc9\u3057\u305f\u3044\u3068\u8ff0\u3079\u3066\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u3082\u3061\u308d\u3093\u3001\u5f53\u793e\u304c\u975e\u5e38\u306b\u5f37\u307f\u3092\u6301\u3063\u3066\u3044\u308b NAND \u3067\u306f\u3001\u5b9f\u969b\u306b\u306f NAND \u306e\u5916\u3084\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u958b\u767a\u304c\u3088\u308a\u96c6\u4e2d\u7684\u306b\u306a\u3063\u3066\u3044\u308b\u4ed6\u306e\u3044\u304f\u3064\u304b\u306e\u5e02\u5834\u3067\u3082\u540c\u69d8\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u30b2\u30fc\u30c8\u30aa\u30fc\u30eb\u30a2\u30e9\u30a6\u30f3\u30c9\u3001\u30d0\u30c3\u30af\u30b5\u30a4\u30c9\u30d1\u30ef\u30fc\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u30c9\u30e9\u30a4 EUV \u30d1\u30bf\u30fc\u30cb\u30f3\u30b0\u306a\u3069\u3001\u305d\u308c\u3089\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3066\u304d\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u3089\u306e\u305d\u308c\u305e\u308c\u306f\u3001\u30e9\u30e0\u6c0f\u306b\u3068\u3063\u3066\u5b8c\u5168\u306b\u30b9\u30b1\u30fc\u30eb\u3055\u308c\u305f\u5834\u5408\u300110\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u6a5f\u4f1a\u3068\u3057\u3066\u7279\u5fb4\u4ed8\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306f SAM \u306e\u62e1\u5f35\u3067\u3042\u308a\u3001Lam \u306e\u3053\u308c\u307e\u3067\u306e\u72b6\u6cc1\u306b\u5897\u5206\u3055\u308c\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u3053\u308c\u3089\u3092\u5b9f\u884c\u3059\u308b\u3068\u304d\u306f\u3001\u5f53\u7136\u306e\u3053\u3068\u306a\u304c\u3089\u3001\u5b9f\u884c\u306b\u6210\u529f\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3060\u304b\u3089\u3053\u305d\u3001\u79c1\u305f\u3061\u306f\u727d\u5f15\u529b\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3068\u8a71\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u5909\u5316\u3068\u3059\u3079\u3066\u306e\u6c7a\u5b9a\u304c\u4e0b\u3055\u308c\u308b\u307e\u3067\u306b\u306f\u307e\u3060\u9053\u304c\u3042\u308a\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306f\u9593\u9055\u3044\u306a\u304f\u3001\u58f2\u4e0a\u9ad8\u3068\u660e\u3089\u304b\u306b\u53ce\u76ca\u6027\u306e\u9762\u3067\u30e9\u30e0\u3092\u65b0\u305f\u306a\u9ad8\u307f\u306b\u62bc\u3057\u4e0a\u3052\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u79c1\u305f\u3061\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>C.J. \u30df\u30e5\u30fc\u30ba &#8212; \u30ab\u30f3\u30bf\u30fc\u30fb\u30d5\u30a3\u30c3\u30c4\u30b8\u30a7\u30e9\u30eb\u30c9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3057\u305f\u3001\u30c6\u30a3\u30e0\u3002 \u3059\u3050\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3001\u30c0\u30b0\u3002 \u901a\u671f\u306e\u55b6\u696d\u5229\u76ca\u306e\u898b\u901a\u3057\u306b\u8e8a\u8e87\u3057\u3066\u3044\u308b\u306e\u306f\u308f\u304b\u308a\u307e\u3059\u304c\u30011 \u9031\u9593\u306e\u8ffd\u52a0\u304c 3 \u6708\u56db\u534a\u671f\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b? \u305d\u3057\u3066\u3001\u66a6\u5e74\u3092\u901a\u3058\u3066\u7814\u7a76\u958b\u767a\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3001C.J. \u3064\u307e\u308a\u300114 \u9031\u9593\u3068 13 \u9031\u9593\u3067\u3059\u3002\u305d\u308c\u304c\u6b63\u3057\u3044\u8003\u3048\u65b9\u3067\u3059\u3002 \u5358\u7d14\u306b\u6bd4\u7387\u3092\u8a08\u7b97\u3059\u308b\u3068\u3001\u56db\u534a\u671f\u304c\u9577\u3044\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u304c\u305d\u306e\u4e2d\u306e\u90e8\u5206\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u55b6\u696d\u5229\u76ca\u7387 29.5% \u306b\u5230\u9054\u3059\u308b\u305f\u3081\u306e\u30c7\u30eb\u30bf\u306f\u3001\u7814\u7a76\u958b\u767a\u306e\u5f37\u5316\u306e\u4e00\u74b0\u3068\u306a\u308a\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u4eca\u5e74\u306f\u3001\u79c1\u305f\u3061\u304c\u63d0\u4f9b\u3057\u3066\u304d\u305f\u6b74\u53f2\u7684\u306a\u5f71\u97ff\u529b\u304c\u3001\u79c1\u304c\u56db\u534a\u671f\u524d\u306b\u8aac\u660e\u3057\u305f\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u7686\u3055\u3093\u304c\u7406\u89e3\u3067\u304d\u306a\u3044\u3088\u3046\u306b\u3001\u7814\u7a76\u958b\u767a\u3078\u306e\u6295\u8cc7\u3092\u610f\u56f3\u7684\u306b\u5897\u3084\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u306f\u4f9d\u7136\u3068\u3057\u3066\u7686\u3055\u3093\u304c\u8003\u3048\u308b\u3079\u304d\u3053\u3068\u3067\u3059\u3002 \u305d\u308c\u306b\u3064\u3044\u3066\u3002<\/p>\n<p>C.J. \u30df\u30e5\u30fc\u30ba &#8212; \u30ab\u30f3\u30bf\u30fc\u30fb\u30d5\u30a3\u30c3\u30c4\u30b8\u30a7\u30e9\u30eb\u30c9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u3042\u308a\u304c\u3068\u3046\u3001C.J. \u304a\u304b\u3048\u308a\u306a\u3055\u3044\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001Srini Pajjuri \u3068 Raymond James \u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Srini Pajjuri &#8212; Raymond James &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3002 \u30c6\u30a3\u30e0\u3001\u3042\u306a\u305f\u306f\u672c\u8cea\u7684\u306b\u30c8\u30e9\u30d5 EPS \u304c 2 \u500d\u306b\u306a\u3063\u305f\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u9014\u65b9\u3082\u306a\u3044\u6210\u679c\u3067\u3042\u308a\u3001\u5b9f\u884c\u3067\u3059\u3002 \u7406\u7531\u306e\u4e00\u90e8\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u304c\u5168\u4f53\u306e\u4e2d\u3067\u5897\u52a0\u3057\u305f\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u308c\u304c\u666f\u6c17\u5faa\u74b0\u3092\u5c11\u3057\u5b89\u5b9a\u3055\u305b\u308b\u306e\u306b\u78ba\u304b\u306b\u5f79\u7acb\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u3001\u6b21\u306e\u6bb5\u968e\u3092\u7d4c\u308b\u306b\u3042\u305f\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u304c\u56de\u5fa9\u3059\u308b\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u76ee\u3092\u5411\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u30b7\u30b9\u30c6\u30e0\u3068\u30b5\u30fc\u30d3\u30b9\u306e\u9593\u306e\u30df\u30c3\u30af\u30b9\u306e\u5909\u5316\u306b\u3064\u3044\u3066\u7686\u3055\u3093\u304c\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u304b\u77e5\u308a\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u306f\u3042\u306a\u305f\u306e\u58f2\u4e0a\u9ad8\u3068\u30de\u30fc\u30b8\u30f3\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304b? \u305d\u308c\u304b\u3089\u3001\u6b21\u306e\u30d4\u30fc\u30af\u306e EPS \u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u304b? \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3053\u306e\u8cea\u554f\u306b\u7b54\u3048\u308b\u306e\u304c\u3044\u3064\u3082\u5c11\u3057\u96e3\u3057\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u304c\u30b7\u30b9\u30c6\u30e0 \u30d3\u30b8\u30cd\u30b9\u3092\u5927\u5e45\u306b\u6210\u9577\u3055\u305b\u308b\u305f\u3081\u306b\u78ba\u304b\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u4e00\u65b9\u3068\u4ed6\u65b9\u306e\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u3068\u3057\u3066\u898b\u307e\u305b\u3093\u3002 \u305d\u3057\u3066\u5b9f\u969b\u306b\u306f\u3001\u4e00\u65b9\u306e\u7a2e\u985e\u304c\u4ed6\u65b9\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002 \u30b7\u30b9\u30c6\u30e0 \u30d3\u30b8\u30cd\u30b9\u306e\u696d\u7e3e\u304c\u826f\u304f\u306a\u308c\u3070\u306a\u308b\u307b\u3069\u3001\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb \u30d9\u30fc\u30b9\u306e\u6210\u9577\u306f\u52a0\u901f\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5b9f\u969b\u306b 2019 \u5e74\u304b\u3089\u73fe\u5728\u306b\u81f3\u308b\u307e\u3067\u3001\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb \u30d9\u30fc\u30b9\u304c\u3069\u308c\u3060\u3051\u6210\u9577\u3057\u305f\u304b\u306b\u3064\u3044\u3066\u8a9e\u308b\u3068\u304d\u306e\u8a71\u3067\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u591a\u304f\u306e\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u51fa\u8377\u3057\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9\u3092 50% \u8fd1\u304f\u62e1\u5927\u3057\u307e\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u5c06\u6765\u7684\u306b\u306f\u3001\u5168\u4f53\u306e\u53ce\u76ca\u306b\u5bfe\u3059\u308b CSBG \u306e\u53ce\u76ca\u306e\u6bd4\u7387\u306f\u3001\u3053\u308c\u307e\u3067\u3068\u540c\u69d8\u306e\u7bc4\u56f2\u5185\u306b\u3068\u3069\u307e\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u305d\u308c\u306f\u3001\u4e21\u65b9\u306e\u90e8\u5206\u3067\u306e\u6210\u529f\u306b\u76f8\u5f53\u3059\u308b\u3082\u306e\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9 \u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308b CSBG \u306e\u53ce\u76ca\u306f\u3001\u5f53\u793e\u306b\u5b89\u5b9a\u6027\u3092\u3082\u305f\u3089\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u4f1a\u793e\u306b\u6210\u9577\u306e\u305f\u3081\u306e\u65b0\u305f\u306a\u30c1\u30e3\u30cd\u30eb\u3092\u958b\u304d\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306b\u3064\u3044\u3066\u306f\u4ee5\u524d\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u3082\u8a71\u3057\u307e\u3057\u305f\u304c\u3001\u30e9\u30e0\u6c0f\u304c\u4eba\u5de5\u77e5\u80fd\u3084\u30c7\u30fc\u30bf\u306a\u3069\u3092\u3069\u306e\u3088\u3046\u306b\u6d3b\u7528\u3057\u3066\u3044\u308b\u304b\u3092\u8003\u3048\u308b\u3068\u3001\u305d\u308c\u306f\u79c1\u305f\u3061\u306a\u306e\u3067\u3059\u3002 \u8a2d\u7f6e\u30d9\u30fc\u30b9\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u3067\u3059\u3002 \u524d\u56de\u306e\u96fb\u8a71\u3067\u3001\u79c1\u306f\u5354\u50cd\u30ed\u30dc\u30c3\u30c8\u306b\u3064\u3044\u3066\u3082\u8a71\u3057\u307e\u3057\u305f\u3002\u5354\u50cd\u30ed\u30dc\u30c3\u30c8\u3092\u4f7f\u7528\u3057\u3066\u3001\u4eca\u65e5\u3067\u306f\u719f\u7df4\u3057\u305f\u30a8\u30f3\u30b8\u30cb\u30a2\u304c\u884c\u3063\u3066\u3044\u308b\u30b5\u30fc\u30d3\u30b9\u306e\u4e00\u90e8\u3092\u5b9f\u884c\u3057\u59cb\u3081\u308b\u3053\u3068\u3067\u3059\u3002 \u3053\u306e\u696d\u754c\u306e\u304a\u5ba2\u69d8\u306f\u3001\u3088\u308a\u8fc5\u901f\u306b\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u8d77\u3053\u3057\u3001\u3088\u308a\u4f4e\u30b3\u30b9\u30c8\u3067\u88fd\u9020\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u65b9\u6cd5\u3092\u898b\u3064\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9\u3092\u4e2d\u5fc3\u306b\u9769\u65b0\u3057\u3001\u8a2d\u7f6e\u30d9\u30fc\u30b9\u81ea\u4f53\u306e\u6210\u9577\u3088\u308a\u3082\u901f\u3044\u30da\u30fc\u30b9\u3067\u6210\u9577\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u65b0\u3057\u3044\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3067\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Srini Pajjuri &#8212; Raymond James &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u305d\u308c\u304b\u3089\u3001\u30c0\u30b0\u3001\u7e70\u5ef6\u53ce\u76ca\u306b\u3064\u3044\u3066 1 \u3064\u8aac\u660e\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u3053\u306e\u56db\u534a\u671f\u306f\u7d042\u51043,800\u4e07\u30c9\u30eb\u5897\u52a0\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u524d\u6255\u3044\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u3061\u3087\u3063\u3068\u6c17\u306b\u306a\u308b\u306e\u3067\u3059\u304c\u3001\u4f9b\u7d66\u4e0a\u306e\u5236\u7d04\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u4f9d\u7136\u3068\u3057\u3066\u524d\u6255\u3044\u3092\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u308c\u3068\u3082\u3001\u3053\u308c\u306f\u7d99\u7d9a\u7684\u306a\u50be\u5411\u306a\u306e\u3067\u3057\u3087\u3046\u304b? \u7e70\u5ef6\u53ce\u76ca\u306b\u3064\u3044\u3066\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u304f\u3079\u304d\u304b\u3068\u3044\u3046\u3053\u3068\u3060\u3051\u3067\u3082\u304a\u8a71\u3057\u3044\u305f\u3060\u3051\u308c\u3070\u52a9\u304b\u308a\u307e\u3059\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3060\u3001\u30b9\u30ea\u30cb\u3002 \u79c1\u304c\u524d\u6255\u3044\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u65b0\u3057\u3044\u9867\u5ba2\u304c\u3044\u3066\u3001\u305d\u306e\u8cb8\u501f\u5bfe\u7167\u8868\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304b\u3092\u79c1\u305f\u3061\u304c\u306a\u3093\u3068\u306a\u304f\u7406\u89e3\u3057\u3066\u3044\u308b\u3068\u304d\u3001\u7279\u306b\u500b\u4eba\u9867\u5ba2\u306e\u5834\u5408\u306f\u8cb8\u501f\u5bfe\u7167\u8868\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u308c\u306f\u516c\u7684\u306b\u5831\u9053\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002 \u305d\u3057\u3066\u4fe1\u7528\u529b\u3082\u5c11\u3057\u7591\u308f\u3057\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n<p>\u30c4\u30fc\u30eb\u306e\u88fd\u9020\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u73fe\u91d1\u3092\u524d\u6255\u3044\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u305d\u308c\u304c\u305d\u3053\u3067\u8d77\u3053\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002 \u305d\u308c\u3060\u3051\u3067\u3059\u3002<\/p>\n<p>Srini Pajjuri &#8212; Raymond James &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b9\u30ea\u30cb\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u7814\u7a76\u6240\u306e\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3\u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>1 \u3064\u76ee\u306f\u3001\u4e2d\u56fd\u306e BOP \u304c 24 \u5e74\u66a6\u3067\u5b89\u5b9a\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002 \u3059\u3079\u3066\u306e\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u5b89\u5b9a\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304b? \u305d\u308c\u3068\u3082\u3001\u3088\u308a\u5f37\u3044\u3068\u601d\u308f\u308c\u308b\u4eba\u3082\u3044\u308c\u3070\u3001\u3088\u308a\u5f31\u3044\u3068\u601d\u3046\u4eba\u3082\u3044\u308b\u3067\u3057\u3087\u3046\u304b\uff1f \u305d\u306e\u76f8\u4e92\u4f5c\u7528\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u3001\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3068\u6bd4\u3079\u3066\u3001\u6bce\u5e74\u5927\u304d\u306a\u5909\u5316\u306f\u898b\u5f53\u305f\u308a\u307e\u305b\u3093\u3002 \u6628\u5e74\u3001\u4e2d\u56fd\u306eDRAM\u304c\u4e0b\u534a\u671f\u306b\u91cd\u304d\u3092\u7f6e\u3044\u3066\u3044\u305f\u3068\u304d\u306e\u3053\u3068\u3092\u601d\u3044\u51fa\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u304a\u305d\u3089\u304f\u3001\u524d\u534a\u306f\u4e2d\u56fd\u306b\u5c11\u3057\u91cd\u70b9\u304c\u7f6e\u304b\u308c\u3066\u304a\u308a\u3001\u4eca\u5e74\u306f\u305d\u308c\u4ee5\u4e0a\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u5e74\u3005\u3001\u5e74\u9593\u5168\u4f53\u306e\u8ca2\u732e\u5ea6\u306b\u5927\u304d\u306a\u5909\u5316\u304c\u3042\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u305d\u308c\u306f\u5f79\u306b\u7acb\u3061\u307e\u3059\u3002 \u4e2d\u56fd\u306b\u95a2\u3059\u308b\u8cea\u554f\u306e\u7d9a\u5831\u3067\u3042\u308a\u3001\u304a\u305d\u3089\u304f\u4ee5\u524d\u306e\u8cea\u554f\u306e 1 \u3064\u306b\u5bfe\u3059\u308b\u7d9a\u5831\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u79c1\u306b\u306f\u3001\u3042\u306a\u305f\u304c\u4e2d\u56fd\u306e\u6bd4\u7387\u304c\u5e74\u9593\u3092\u901a\u3057\u3066\u4e0b\u304c\u308b\u3079\u304d\u3060\u3068\u793a\u5506\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u79c1\u306b\u306f\u805e\u3053\u3048\u307e\u3059\u3002<\/p>\n<p>\u304a\u305d\u3089\u304f\u305d\u308c\u3092\u660e\u78ba\u306b\u3057\u3066\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u4e2d\u56fd\u3067\u306e\u53ce\u76ca\u304c\u5168\u4f53\u7684\u306b\u5b89\u5b9a\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u4e2d\u56fd\u306e\u30df\u30c3\u30af\u30b9\u306f\u5927\u5e45\u306b\u3069\u306e\u3088\u3046\u306b\u6e1b\u5c11\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u4ed6\u306e\u5206\u91ce\u3067\u306f\u3001\u4e2d\u56fd\u4ee5\u5916\u306e WFE \u306e\u3088\u3046\u306b\u5168\u4f53\u7684\u306b\u5927\u5e45\u306a\u6210\u9577\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u306f\u898b\u3048\u307e\u305b\u3093\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u601d\u3044\u51fa\u3057\u3066\u3082\u3089\u3044\u305f\u3044\u306e\u3067\u3059\u304c\u30012023 \u5e74\u3001\u4e2d\u56fd\u306f\u4e0b\u534a\u671f\u306b\u5897\u52a0\u3057\u305f WFE \u306e\u91cf\u304c\u3088\u308a\u63a7\u3048\u3081\u3067\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u30b3\u30e1\u30f3\u30c8\u306f\u5e74\u3005\u5909\u5316\u3057\u3066\u304a\u308a\u3001\u6bd4\u8f03\u7684\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002 \u7279\u306b\u4e2d\u56fd\u3067\u306f\u3001\u30cf\u30fc\u30d5\u30fb\u30aa\u30f3\u30fb\u30cf\u30fc\u30d5\u306e\u3088\u3046\u306a\u3082\u306e\u306f\u300124\u5e74\u306823\u5e74\u3067\u306f\u304a\u305d\u3089\u304f\u7570\u306a\u3063\u3066\u898b\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u306f\u5f79\u306b\u7acb\u3061\u307e\u3059\u3002 \u305d\u308c\u3067\u4eca\u5e74\u304c\u7d42\u308f\u3063\u3066\u3001\u4e2d\u56fd\u304c\u4e0b\u534a\u671f\u306b\u843d\u3061\u8fbc\u3093\u3060\u7d50\u679c\u3001\u305d\u306e\u3088\u3046\u306a\u6b63\u5e38\u5316\u3055\u308c\u305f\u7c97\u5229\u76ca\u7387\u306e\u7bc4\u56f2\u306b\u623b\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002 \u9867\u5ba2\u69cb\u6210\u306f\u3001\u5e74\u9593\u3092\u901a\u3057\u3066\u3044\u304f\u3076\u3093\u7de9\u548c\u3055\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u30013 \u6708\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u3082\u5f15\u304d\u7d9a\u304d\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3 &#8212; \u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u305d\u308c\u306f\u5f79\u306b\u7acb\u3061\u307e\u3059\u3002 \u541b\u305f\u3061\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b9\u30c6\u30a4\u30b7\u30fc\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30f3\u30af \u30aa\u30d6 \u30a2\u30e1\u30ea\u30ab\u8a3c\u5238\u306e Vivek Arya \u6c0f\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4 &#8212; \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u6700\u521d\u306e\u8cea\u554f\u3068\u3057\u3066\u3001\u4eca\u65e5\u5b58\u5728\u3059\u308b NAND \u306e\u4f9b\u7d66\u9700\u8981\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u304b? WFE \u306e\u898b\u89e3\u3067\u306f\u3001NAND \u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u3088\u3063\u3066\u3055\u3089\u306b\u6210\u9577\u3059\u308b\u3068\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u9867\u5ba2\u306f\u30c4\u30fc\u30eb\u306e\u8ffd\u52a0\u3092\u3044\u3064\u958b\u59cb\u3059\u308b\u304b\u306b\u3064\u3044\u3066\u4f55\u3092\u8a00\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u3057\u3066\u3001\u30e9\u30e0\u6c0f\u304c\u4eca\u5e74\u4e0b\u534a\u671f\u306b\u76ee\u306b\u898b\u3048\u308b\u30da\u30fc\u30b9\u3067 NAND \u3092\u6210\u9577\u3055\u305b\u308b\u30c1\u30e3\u30f3\u30b9\u306f\u4f55\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u307e\u305a\u3001\u304a\u5ba2\u69d8\u3068\u306e\u8b70\u8ad6\u3092\u305d\u3046\u3044\u3046\u7acb\u5834\u3067\u8a9e\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u5fc5\u305a\u3057\u3082\u306a\u3044\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u305d\u3053\u306b\u3042\u308b\u3082\u306e\u3002 \u6628\u5e74\u3001NAND \u306e\u4f7f\u7528\u7387\u304c\u304b\u306a\u308a\u5927\u5e45\u306b\u524a\u6e1b\u3055\u308c\u305f\u3053\u3068\u306f\u79c1\u305f\u3061\u3082\u77e5\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u7686\u3055\u3093\u3082\u3054\u5b58\u3058\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001\u81a8\u5927\u306a\u91cf\u306e\u5bb9\u91cf\u304c\u30aa\u30d5\u30e9\u30a4\u30f3\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u306b\u623b\u3059\u5fc5\u8981\u304c\u3042\u308b\u3068\u4ee5\u524d\u306b\u8ff0\u3079\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u554f\u984c\u306f\u3001\u305d\u3057\u3066\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u8b70\u8ad6\u306f\u3001\u3069\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u3067\u305d\u306e\u5bb9\u91cf\u3092\u518d\u8d77\u52d5\u3059\u3079\u304d\u304b\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u591a\u304f\u306e\u5834\u5408\u3001\u305d\u306e\u6a5f\u5668\u304c\u7a3c\u50cd\u306b\u623b\u308b\u3068\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9 \u30b5\u30a4\u30af\u30eb\u304c\u767a\u751f\u3059\u308b\u53ef\u80fd\u6027\u304c\u975e\u5e38\u306b\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002 \u305d\u306e\u5834\u5408\u3001\u5b9f\u969b\u306b\u306f\u3001\u30b9\u30da\u30a2\u3084\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u304b\u3089\u5f97\u3089\u308c\u308b\u4f7f\u7528\u7387\u306b\u3088\u308b\u53ce\u76ca\u306e\u4e00\u90e8\u304c\u518d\u958b\u3055\u308c\u3001\u540c\u6642\u306b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u3088\u308b\u53ce\u76ca\u3082\u518d\u958b\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3060\u304b\u3089\u3053\u305d\u3001\u4eca\u5e74\u306f NAND \u306e\u89b3\u70b9\u304b\u3089\u898b\u3066\u3001\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u767a\u751f\u3059\u308b\u652f\u51fa\u306e\u5927\u90e8\u5206\u304c\u5b9f\u8cea\u7684\u306b\u3053\u306e\u984d\u306b\u76f8\u5f53\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4 &#8212; \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u308c\u304b\u3089\u3001\u30c6\u30a3\u30e0\u3001DRAM \u306e\u9867\u5ba2\u306e\u591a\u304f\u306f\u3001DDR \u304b\u3089 HBM \u306b\u3082\u3046\u5c11\u3057\u79fb\u884c\u3059\u308b\u4e88\u5b9a\u3060\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 \u305d\u308c\u306f\u8cb4\u793e\u306e CSBG \u3068\u4e88\u5099\u54c1\u30d3\u30b8\u30cd\u30b9\u306b\u30d7\u30e9\u30b9\u307e\u305f\u306f\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3044\u3044\u3048\u3001\u4eca\u306f\u305d\u306e\u63a5\u7d9a\u3092\u78ba\u7acb\u3067\u304d\u307e\u305b\u3093\u3002 \u3061\u3087\u3063\u3068\u8003\u3048\u3066\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u524d\u8ff0\u3057\u305f\u3088\u3046\u306b\u3001HBM \u81ea\u4f53\u306e\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u306b\u95a2\u9023\u3059\u308b\u7279\u5b9a\u306e HBM \u95a2\u9023\u306e\u7279\u306b\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u624b\u9806\u3092\u8ffd\u52a0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u305f\u3081\u3001\u30b7\u30b9\u30c6\u30e0 \u30d3\u30b8\u30cd\u30b9\u306b\u5f71\u97ff\u304c\u3042\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002 \u305d\u3057\u3066\u3001\u3053\u306e\u5206\u91ce\u3067\u306f\u5927\u304d\u306a\u6210\u9577\u304c\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u306b\u4f34\u3044\u3001\u8ffd\u52a0\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u305d\u308c\u306b\u4f34\u3046\u30b9\u30da\u30a2 \u30d3\u30b8\u30cd\u30b9\u3084\u30b5\u30fc\u30d3\u30b9 \u30d3\u30b8\u30cd\u30b9\u3082\u8ffd\u52a0\u3067\u767a\u751f\u3057\u307e\u3059\u3002 \u3057\u304b\u3057\u3001\u3053\u306e\u7a2e\u306e\u30b7\u30b9\u30c6\u30e0\u90e8\u5206\u306f\u3001\u91d1\u984d\u306e\u89b3\u70b9\u304b\u3089\u306f\u305d\u308c\u3092\u4e0a\u56de\u308a\u307e\u3059\u3002<\/p>\n<p>\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4 &#8212; \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u660e\u78ba\u306b\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u8cb4\u793e\u306e CSBG \u30d3\u30b8\u30cd\u30b9\u306f\u3001\u30c4\u30fc\u30eb \u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u6210\u9577\u3068\u3042\u308b\u7a0b\u5ea6\u4e00\u81f4\u3057\u3066\u6210\u9577\u3057\u59cb\u3081\u3066\u3044\u307e\u3059\u304b? \u305d\u308c\u3068\u3082\u5f8c\u3067\u9045\u304f\u306a\u3063\u305f\u306e\u3067\u30e9\u30b0\u8981\u56e0\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f \u5f8c\u304b\u3089\u307e\u305f\u751f\u3048\u59cb\u3081\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u305d\u308c\u306f\u4eca\u5f8c\u306e WFE \u306e\u6210\u9577\u7387\u6b21\u7b2c\u3067\u3059\u3002 \u4e88\u5099\u30b5\u30fc\u30d3\u30b9\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u7d9a\u3005\u3068\u884c\u308f\u308c\u3066\u304a\u308a\u3001\u5229\u7528\u7387\u306a\u3069\u304c\u56de\u5fa9\u3057\u59cb\u3081\u308b\u3068\u3001\u305d\u308c\u304c\u6069\u6075\u3092\u3082\u305f\u3089\u3059\u3060\u308d\u3046\u3068\u79c1\u305f\u3061\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u6b21\u306b\u3001\u3042\u306a\u305f\u306e\u8cea\u554f\u306b\u5b9f\u969b\u306b\u7b54\u3048\u308b\u306b\u306f\u3001WFE \u306e\u6210\u9577\u30da\u30fc\u30b9\u304c\u3069\u306e\u304f\u3089\u3044\u3067\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u304b\u3092\u628a\u63e1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002 \u4eca\u306f\u305d\u308c\u306b\u3064\u3044\u3066\u6570\u5b57\u3092\u51fa\u3059\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3057\u3070\u3089\u304f\u69d8\u5b50\u3092\u898b\u308b\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4 &#8212; \u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001TD \u30b3\u30fc\u30a6\u30a7\u30f3\u3068\u3068\u3082\u306b\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb\u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb &#8212; TD \u30b3\u30fc\u30a6\u30a7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u307e\u305a\u306f\u30c0\u30b0\u304b\u3089\u3002 \u30c0\u30b0\u306f\u4eca\u5e74\u306e WFE \u304c\u5f90\u3005\u306b\u56de\u5fa9\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u5f8c\u534a\u306e\u8a55\u4fa1\u304c\u9ad8\u3044\u3067\u3059\u3002 \u305d\u308c\u3067\u3001\u79c1\u306f\u3061\u3087\u3063\u3068\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3001\u305d\u3057\u3066\u30c0\u30b0\u3001\u79c1\u306f\u6307\u5c0e\u306e\u3088\u3046\u306a\u3082\u306e\u3092\u63a2\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u79c1\u304c\u7591\u554f\u306b\u601d\u3063\u3066\u3044\u308b\u306e\u306f\u3001\u6797\u912d\u9577\u5b98\u306e 2024 \u5e74\u4e0b\u534a\u671f\u306e\u53ce\u76ca\u304c\u4e0a\u534a\u671f\u3088\u308a\u3082\u826f\u304f\u306a\u308b\u3068\u4eee\u5b9a\u3057\u305f\u307b\u3046\u304c\u3088\u3044\u3067\u3057\u3087\u3046\u304b? \u3053\u308c\u304c\u79c1\u306e\u6700\u521d\u306e\u8cea\u554f\u3067\u3042\u308a\u3001\u305d\u306e\u5f8c\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u3001\u3042\u306a\u305f\u306f\u5c11\u3057\u304f\u3050\u3082\u3063\u3066\u3044\u307e\u3059\u304c\u3001WFE \u3068\u5408\u308f\u305b\u3066\u79c1\u305f\u3061\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3064\u3044\u3066\u5c0b\u306d\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001etch \u3068 dep \u304c\u3042\u308b\u7a0b\u5ea6\u6210\u9577\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3001WFE \u306e\u8ecc\u8de1\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3042\u3063\u3066\u3082\u53cd\u6620\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u5c11\u3057\u304f\u3050\u3082\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u8cea\u554f\u306b\u306f\u7b54\u3048\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb &#8212; TD \u30b3\u30fc\u30a6\u30a7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u30c0\u30b0\u3001\u3061\u3087\u3063\u3068\u7591\u554f\u306b\u601d\u3063\u305f\u306e\u3067\u3059\u304c\u3001\u30e9\u30e0\u306e 24 \u5e74\u4e0b\u534a\u671f\u306e\u53ce\u76ca\u306f WFE \u3068\u540c\u69d8\u306b\u4e0a\u534a\u671f\u3088\u308a\u3082\u826f\u304f\u306a\u308b\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u305d\u3046\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3001\u30af\u30ea\u30b7\u30e5\u3001\u307e\u3060\u6570\u5b57\u3092\u51fa\u3059\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001WFE \u3067\u8d77\u3053\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u53cd\u6620\u3055\u305b\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb &#8212; TD \u30b3\u30fc\u30a6\u30a7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u308f\u304b\u3063\u305f\u3002 \u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u79c1\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306f\u30c6\u30a3\u30e0\u3068\u30c0\u30b0\u3067\u3059\u3002<\/p>\n<p>HBM \u3084 AI \u306a\u3069\u3001\u3042\u3089\u3086\u308b\u826f\u3044\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 HBM \u3068 DDR5\u3001dep \u3068 etch \u306e 2 \u3064\u306e\u30bb\u30c3\u30c8\u306f\u3001\u3042\u308b\u610f\u5473 DDR4 \u3084 Legacy \u3068\u306f\u7570\u306a\u308b\u306e\u304b\u306a\u3068\u7591\u554f\u306b\u601d\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u30de\u30fc\u30b8\u30f3\u306e\u89b3\u70b9\u304b\u3089\u306f\u3088\u308a\u5b9f\u884c\u3055\u308c\u307e\u3059\u304b? \u305d\u308c\u3068\u3082\u304a\u4e92\u3044\u306e\u7acb\u5834\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u3001\u30de\u30fc\u30b8\u30f3\u306e\u89b3\u70b9\u304b\u3089\u8a00\u3048\u3070\u3001\u5dee\u984d\u30de\u30fc\u30b8\u30f3\u306b\u3064\u3044\u3066\u5fc5\u305a\u3057\u3082\u8003\u616e\u3059\u3079\u304d\u3067\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002 \u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306b\u683c\u7d0d\u3055\u308c\u308b\u8981\u7d20\u306e\u5897\u5206\u90e8\u5206\u306f\u3001\u3088\u308a\u5927\u304d\u306a\u30c0\u30a4\u3067\u3042\u308b\u3053\u3068\u306f\u3054\u5b58\u77e5\u306e\u3068\u304a\u308a\u3067\u3059\u3002 DDR5 \u30c0\u30a4\u3092\u69cb\u7bc9\u3059\u308b\u30c0\u30a4\u81ea\u4f53\u306f\u3001HBM \u306b\u7d44\u307f\u8fbc\u307e\u308c\u306a\u3044 DDR5 \u3092\u69cb\u7bc9\u3059\u308b\u88c5\u7f6e\u3068\u307b\u307c\u540c\u3058\u3067\u3059\u3002 \u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u4f5c\u696d\u306b\u9032\u3080\u3068\u3001\u6bb5\u968e\u7684\u306a\u4f5c\u696d\u304c\u884c\u308f\u308c\u307e\u3059\u3002Syndion \u30c7\u30a3\u30fc\u30d7\u30b7\u30ea\u30b3\u30f3\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u96fb\u6c17\u3081\u3063\u304d\u306f\u3001\u4ed6\u306e\u3044\u304f\u3064\u304b\u306e\u3053\u3068\u306b\u52a0\u3048\u3066\u3001\u5f53\u793e\u304c\u975e\u5e38\u306b\u5f97\u610f\u3068\u3059\u308b\u5206\u91ce\u3067\u3059\u3002<\/p>\n<p>\u305d\u308c\u306f\u660e\u3089\u304b\u306b\u5897\u5206\u88c5\u5099\u3067\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u30a8\u30c3\u30c1\u3068\u30c7\u30c3\u30d7\u306e\u5f37\u5ea6\u306e\u89b3\u70b9\u304b\u3089\u3001\u4e00\u822c\u7684\u306b\u3001DDR4 \u304b\u3089 DDR5 \u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002 \u3064\u307e\u308a\u3001\u4e00\u822c\u7684\u306b\u3001DRAM\u3001NAND\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u30ed\u30b8\u30c3\u30af\u306e\u3044\u305a\u308c\u3067\u3042\u3063\u3066\u3082\u3001\u5404\u30c6\u30af\u30ce\u30ed\u30b8\u30fc \u30ce\u30fc\u30c9\u306e\u9032\u5316\u306b\u4f34\u3044\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u9032\u6b69\u306b\u4f34\u3063\u3066\u30a8\u30c3\u30c1\u30f3\u30b0\u3068\u30c7\u30d7\u30b9\u306e\u5f37\u5ea6\u304c\u5897\u52a0\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u3088\u308a\u591a\u304f\u306e\u6a5f\u5668\u304c\u5fc5\u8981\u3067\u3042\u308b\u3053\u3068\u306f\u60f3\u50cf\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306b\u52a0\u3048\u3066\u3001\u30c0\u30a4 \u30b5\u30a4\u30ba\u304c\u5927\u304d\u304f\u306a\u308b\u3068\u3001\u30d3\u30c3\u30c8\u3042\u305f\u308a\u306e\u6a5f\u5668\u306e\u6570\u3082\u5897\u52a0\u3057\u307e\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u304c\u524d\u9032\u3059\u308b\u305f\u3073\u306b\u3001\u305d\u308c\u3089\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u306b\u5fc5\u8981\u306a\u6a5f\u5668\u3084Lam\u6a5f\u5668\u304c\u3055\u3089\u306b\u5897\u3048\u308b\u3068\u3044\u3046\u591a\u304f\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u30eb &#8212; TD \u30b3\u30fc\u30a6\u30a7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u3063\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30c6\u30a3\u30e0\u3002 \u3042\u308a\u304c\u3068\u3046\u3001\u30c0\u30b0\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30af\u30ea\u30b7\u30e5\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2\u6c0f\u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2 &#8212; \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 12 \u6708\u56db\u534a\u671f\u306e DRAM \u30b7\u30b9\u30c6\u30e0\u306e\u53ce\u76ca\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3067\u304d\u307e\u3059\u304b\u3002 \u6570\u5e74\u524d\u306e\u6700\u9ad8\u5024\u306b\u623b\u3063\u305f\u3088\u3046\u3067\u3059\u304c\u3001\u305d\u3053\u306b\u306f\u4e2d\u56fd\u304c\u542b\u307e\u308c\u3066\u3044\u305f\u3053\u3068\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u30a4\u30d9\u30f3\u30c8\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u3082\u3042\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u4e2d\u306e\u30b3\u30a2 DRAM \u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304b\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b? \u305d\u3057\u3066\u3001\u3042\u306a\u305f\u306f\u305d\u308c\u304c\u3069\u3046\u306a\u308b\u304b\u306b\u3064\u3044\u3066\u304b\u306a\u308a\u5efa\u8a2d\u7684\u3067\u3059\u3002 \u4ed6\u306e\u5730\u57df\u3084 DRAM \u306e\u4ed6\u306e\u90e8\u5206\u3068\u6bd4\u8f03\u3057\u305f\u4eca\u5f8c\u306e\u4e2d\u56fd\u306e\u52d5\u5411\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30b8\u30e7\u30fc\u3001\u79c1\u306e\u53f0\u672c\u306b\u66f8\u3044\u3066\u3042\u308b\u3053\u3068\u306b\u623b\u3063\u3066\u3082\u3089\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002 12 \u6708\u56db\u534a\u671f\u306e DRAM \u306e\u597d\u8abf\u3092\u727d\u5f15\u3057\u3066\u3044\u308b\u306e\u306f 2 \u3064\u3042\u308a\u307e\u3059\u304c\u3001\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u3042\u306a\u305f\u306f\u305d\u306e\u4e21\u65b9\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002 DDR5\u306e\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u3067\u3059\u3002 \u305d\u308c\u306b\u52a0\u3048\u3066\u3001\u4eca\u5e74\u4e0b\u534a\u671f\u306b\u306f DRAM \u5206\u91ce\u3067\u4e2d\u56fd\u306e\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u306b\u306f9\u6708\u306812\u6708\u3082\u542b\u307e\u308c\u307e\u3059\u304c\u3001\u4e0a\u534a\u671f\u306b\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002 \u3064\u307e\u308a\u3001\u3053\u308c\u3089\u306e\u305d\u308c\u305e\u308c\u304c 12 \u6708\u306b\u898b\u3089\u308c\u305f\u5f37\u3055\u306b\u8ca2\u732e\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2 &#8212; \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u5c06\u6765\u306b\u76ee\u3092\u5411\u3051\u308b\u3068\u3001\u4eca\u5f8c\u4e0b\u534a\u671f\u306b\u306f\u4e2d\u56fd\u306e\u9867\u5ba2\u304b\u3089 6 \u304b\u6708\u4ee5\u4e0a\u306e\u9700\u8981\u304c\u3042\u308b\u3088\u3046\u306b\u898b\u3048\u307e\u3057\u305f\u3002 \u305d\u308c\u306f\u4f4e\u4e0b\u3057\u307e\u3059\u304c\u3001\u30b3\u30a2 DRAM \u304c\u4e0a\u6607\u3057\u3001HBM \u304c\u4e0a\u6607\u3057\u307e\u3059\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u304a\u305d\u3089\u304f\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2 &#8212; \u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u7d20\u6674\u3089\u3057\u3044\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30e7\u30fc\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001Brian Chin \u3068 Stifel \u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c1\u30f3 &#8212; Stifel Financial Corp. &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>NAND \u306b\u8a71\u3092\u623b\u3059\u3068\u3001NAND \u652f\u51fa\u304c\u53f2\u4e0a\u6700\u9ad8\u3060\u3063\u305f\u56db\u534a\u671f\u306f\u3001\u304a\u305d\u3089\u304f\u6628\u5e74\u5168\u4f53\u306e NAND \u652f\u51fa\u306e\u5408\u8a08\u30ec\u30d9\u30eb\u3088\u308a\u3082\u9ad8\u304b\u3063\u305f\u3067\u3057\u3087\u3046\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u305f\u3068\u3048\u30d9\u30fc\u30b9\u304c\u4f4e\u3044\u3068\u3057\u3066\u3082\u3001NAND WFE \u304c 24 \u5e74\u306b\u6700\u5927\u307e\u305f\u306f\u6700\u9ad8\u306e\u6539\u5584\u7387\u3092\u793a\u3059\u306e\u306f\u975e\u5e38\u306b\u8ad6\u7406\u7684\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u3001\u79c1\u306f\u5fc5\u305a\u3057\u3082\u305d\u306e\u7d50\u8ad6\u3092\u4e0b\u3059\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u79c1\u305f\u3061\u304c\u7686\u3055\u3093\u306b\u4f1d\u3048\u305f\u3044\u306e\u306f\u3001NAND\u3001DRAM\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u3001\u30ed\u30b8\u30c3\u30af\u306a\u3069\u3001\u4eca\u5e74\u306f WFE \u306e\u3059\u3079\u3066\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u3042\u308b\u7a0b\u5ea6\u6210\u9577\u3059\u308b\u3068\u601d\u3046\u3068\u3044\u3046\u3053\u3068\u3060\u3051\u3067\u3059\u3002 \u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u7d50\u5c40\u306e\u3068\u3053\u308d\u3001\u79c1\u305f\u3061\u306f\u9593\u9055\u3044\u3092\u72af\u3059\u3053\u3068\u306b\u306a\u308b\u306e\u3067\u3001\u500b\u3005\u306e\u9805\u76ee\u3092\u6570\u5024\u5316\u3059\u308b\u4f5c\u696d\u306b\u306f\u7acb\u3061\u5165\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u4eca\u5e74\u306f\u3059\u3079\u3066\u304c\u3042\u308b\u7a0b\u5ea6\u6210\u9577\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c1\u30f3 &#8212; Stifel Financial Corp. &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3051\u3063\u3053\u3046\u3060\u3002 \u305d\u3057\u3066\u3001\u30ec\u30d9\u30eb\u30bb\u30c3\u30c8\u3068 DRAM \u306e\u3088\u3046\u306a\u3082\u306e\u3092\u4f5c\u6210\u3057\u3001\u305d\u308c\u304b\u3089\u307e\u305f\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002 23 \u5e74\u306b DRAM \u696d\u754c\u306e\u652f\u51fa\u306f\u5b9f\u969b\u306b\u3069\u308c\u304f\u3089\u3044\u6e1b\u5c11\u3057\u307e\u3057\u305f\u304b? HBM \u306a\u3069\u306b\u57fa\u3065\u3044\u3066\u5f53\u521d\u8003\u3048\u3089\u308c\u3066\u3044\u305f\u3082\u306e\u3088\u308a\u3082\u512a\u308c\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4eca\u5e74\u306e\u3088\u308a\u9ad8\u5ea6\u306a 1 \u30a2\u30eb\u30d5\u30a1\u307e\u305f\u306f 1 \u30d9\u30fc\u30bf\u306e\u3088\u3046\u306a\u30d7\u30ed\u30bb\u30b9 \u30ce\u30fc\u30c9\u306b\u5909\u63db\u3067\u304d\u308b\u30a6\u30a7\u30fc\u30cf\u306e\u958b\u59cb\u6570\u307e\u305f\u306f DRAM \u8a2d\u7f6e\u30d9\u30fc\u30b9\u306e\u5272\u5408\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305f\u3076\u3093\u3001\u30d6\u30e9\u30a4\u30a2\u30f3\u3001\u79c1\u304c\u8a00\u3044\u305f\u3044\u3053\u3068\u3001\u305d\u3057\u3066\u30c6\u30a3\u30e0\u3001\u811a\u672c\u306b\u3053\u308c\u304c\u3042\u3063\u305f\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u5168\u4f53\u306e\u8a18\u61b6\u529b\u304c\u7d04 40% \u4f4e\u4e0b\u3057\u3066\u3044\u307e\u3057\u305f\u3002 NAND\u306f70\uff05\u3092\u8d85\u3048\u3066\u4e0b\u843d\u3057\u305f\u3002 \u3053\u306e\u6570\u5024\u306b\u5230\u9054\u3059\u308b\u5dee\u52d5\u306f DRAM \u3067\u3059\u3002 \u51fa\u6765\u308b\u3088\u3002<\/p>\n<p>\u306f\u3044\u3001\u8cea\u554f\u306e 2 \u756a\u76ee\u306e\u90e8\u5206\u3001HBM \u3068 DDR5 \u304c DRAM \u306e\u5f37\u307f\u306e\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c1\u30f3 &#8212; Stifel Financial Corp. &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u306f\u5b9f\u969b\u306b\u306f 2 \u756a\u76ee\u306e\u90e8\u5206\u3067\u30011 \u30a2\u30eb\u30d5\u30a1\u30011 \u30d9\u30fc\u30bf\u306e\u30e9\u30a4\u30c8 \u30ce\u30fc\u30c9\u3078\u306e\u5909\u63db\u306b\u5411\u3051\u3066\u3001\u6f5c\u5728\u7684\u306a\u30a6\u30a7\u30fc\u30cf \u30b9\u30bf\u30fc\u30c8\u6570\u3084\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb \u30d9\u30fc\u30b9\u306e\u30d1\u30fc\u30bb\u30f3\u30c8\u306f\u3069\u308c\u304f\u3089\u3044\u306b\u306a\u308b\u306e\u304b\u3001\u3068\u3044\u3046\u3088\u3046\u306a\u3082\u306e\u3067\u3057\u305f\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u307b\u3068\u3093\u3069\u306e\u5834\u5408\u3001\u30e1\u30e2\u30ea\u5185\u3067\u306f\u3001\u3059\u3079\u3066\u304c\u6b21\u306e\u30ce\u30fc\u30c9\u306b\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3055\u308c\u307e\u3059\u3002 \u305d\u308c\u306f\u3044\u3064\u3082\u305d\u3046\u3060\u3063\u305f\u3002 \u305d\u308c\u306f\u65b0\u3057\u3044\u73fe\u8c61\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c1\u30f3 &#8212; Stifel Financial Corp. &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002 \u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30d6\u30e9\u30a4\u30a2\u30f3\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001Wolfe Research \u306e Chris Caso \u304b\u3089\u3067\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Chris Caso &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3002 \u3042\u308a\u304c\u3068\u3046\u3002 \u3053\u3093\u3070\u3093\u306f\u3002 \u8cea\u554f\u306f\u7d0d\u671f\u306b\u3064\u3044\u3066\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u660e\u3089\u304b\u306b\u3001\u8cb4\u793e\u306e\u7d0d\u671f\u306f\u540c\u696d\u4ed6\u793e\u3068\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u3002 \u5f7c\u3089\u306f\u4eca\u3069\u3053\u306b\u5ea7\u3063\u3066\u3044\u307e\u3059\u304b\uff1f \u305d\u306e\u7d50\u679c\u3001\u9867\u5ba2\u306f\u3069\u306e\u7a0b\u5ea6\u306e\u53ef\u8996\u6027\u3092\u5f97\u308b\u5fc5\u8981\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u304b? \u305d\u308c\u306b\u4f34\u3044\u3001\u304a\u305d\u3089\u304f\u30e1\u30e2\u30ea\u3078\u306e\u652f\u51fa\u304c\u5897\u52a0\u3057\u59cb\u3081\u305f\u3068\u304d\u3001\u3069\u308c\u3060\u3051\u65e9\u304f\u305d\u308c\u306b\u53cd\u5fdc\u3057\u3066\u53ce\u76ca\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3046\u3093\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u79c1\u305f\u3061\u304c\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3092\u516c\u306b\u96fb\u5831\u3067\u4f1d\u3048\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3001\u65b0\u578b\u30b3\u30ed\u30ca\u30a6\u30a4\u30eb\u30b9\u306e\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u4e2d\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e0d\u8db3\u306b\u3088\u308a\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u304b\u306a\u308a\u9577\u304f\u306a\u3063\u305f\u3068\u3044\u3046\u4e8b\u5b9f\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u305d\u308c\u3089\u306f\u73fe\u5728\u3001\u3088\u308a\u6b63\u5e38\u5316\u3055\u308c\u305f\u30ec\u30d9\u30eb\u306b\u623b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u3067\u3082\u5e74\u5185\u306b\u51fa\u8377\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u305d\u308c\u3089\u306e\u6ce8\u6587\u3068\u305d\u306e\u4e88\u6e2c\u306b\u3064\u3044\u3066\u304b\u306a\u308a\u65e9\u304f\u77e5\u308b\u5fc5\u8981\u304c\u3042\u308b\u307b\u3069\u306e\u30ec\u30d9\u30eb\u3067\u3059\u3002<\/p>\n<p>\u552f\u4e00\u5f79\u306b\u7acb\u3063\u305f\u306e\u306f\u3001\u9867\u5ba2\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u306e\u65b0\u3057\u3044\u88fd\u9020\u3068\u30b5\u30d7\u30e9\u30a4 \u30c1\u30a7\u30fc\u30f3\u306e\u904b\u7528\u3078\u306e\u6295\u8cc7\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u305f\u3053\u3068\u3067\u3059\u3002 \u3053\u308c\u306b\u3088\u308a\u3001\u79c1\u305f\u3061\u306f\u3088\u308a\u7dca\u5bc6\u306b\u306a\u308a\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u30d9\u30fc\u30b9\u304c\u591a\u69d8\u5316\u3057\u3001\u6b21\u306e\u597d\u8ee2\u306b\u3088\u3063\u3066\u79c1\u305f\u3061\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u3055\u3089\u306b\u654f\u611f\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u5b9f\u969b\u306b\u306f\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306b\u3064\u3044\u3066\u306f\u3042\u307e\u308a\u5fc3\u914d\u305b\u305a\u3001\u9867\u5ba2\u304c\u30e9\u30f3\u30d7\u306b\u5408\u308f\u305b\u3066\u6ce8\u6587\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u6642\u9593\u67a0\u5185\u3067\u5bfe\u5fdc\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002 \u65b0\u3057\u3044\u5de5\u5834\u306e\u8a08\u753b\u3068\u3044\u3046\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306e\u89b3\u70b9\u304b\u3089\u8a00\u3048\u3070\u3001\u79c1\u305f\u3061\u306f\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306f\u306a\u3089\u306a\u3044\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Chris Caso &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3051\u3063\u3053\u3046\u3060\u3002 \u8ffd\u52a0\u306e\u8cea\u554f\u3068\u3057\u3066\u3001\u30d0\u30c3\u30af\u30b5\u30a4\u30c9\u30d1\u30ef\u30fc\u306b\u3064\u3044\u3066\u805e\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3057\u305f\u3002 \u305d\u3057\u3066\u3001\u524d\u56db\u534a\u671f\u306b\u306f\u3001\u305d\u308c\u304c\u8d77\u3053\u3063\u305f\u30e9\u30e0\u3078\u306e\u53ce\u76ca\u3078\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u3044\u304f\u3064\u304b\u306e\u958b\u793a\u3092\u884c\u3044\u307e\u3057\u305f\u3002 \u305d\u308c\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u304a\u5ba2\u69d8\u3054\u3068\u306b\u30d0\u30c3\u30af\u30b5\u30a4\u30c9\u96fb\u6e90\u306e\u5b9f\u88c5\u304c\u7570\u306a\u308b\u3053\u3068\u3092\u79c1\u305f\u3061\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u304c\u30e9\u30e0\u6c0f\u306b\u3068\u3063\u3066\u610f\u5473\u306e\u3042\u308b\u63a8\u9032\u529b\u306b\u306a\u308a\u59cb\u3081\u308b\u306e\u306f\u3069\u306e\u6642\u70b9\u3067\u3059\u304b?<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; 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\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u8cac\u4efb\u8005<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3082\u3046 1 \u3064\u8cea\u554f\u3059\u308b\u6642\u9593\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u3057\u3066\u305d\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30c8\u30fc\u30de\u30b9\u30fb\u30aa\u30de\u30ea\u30fc\u6c0f\u304b\u3089\u6765\u3066\u3044\u307e\u3059\u3002 \u5148\u306b\u9032\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30c8\u30fc\u30de\u30b9\u30fb\u30aa\u30de\u30ea\u30fc &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002 \u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u7686\u3055\u3093\u304c HBM \u5e02\u5834\u306b\u3064\u3044\u3066\u4f55\u304b\u8003\u3048\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u77e5\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3057\u305f\u3002 \u52a0\u901f\u5668\u5e02\u5834\u304c\u4e00\u90e8\u306e\u4eba\u304c\u8003\u3048\u3066\u3044\u308b\u306e\u3068\u540c\u3058\u304f\u3089\u3044\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002<\/p>\n<p>HBM \u5e02\u5834\u306f\u5b9f\u969b\u306b 24 \u5e74\u3068 25 \u5e74\u306e\u30d4\u30fc\u30af\u3092\u8d85\u3048\u3066\u51fa\u8377\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u3044\u3046\u61f8\u5ff5\u304c\u3042\u308a\u307e\u3059\u3002 HBM \u304c\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u3057\u3066\u3069\u308c\u307b\u3069\u306e\u901f\u5ea6\u3067\u6210\u9577\u3057\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u793e\u5185\u3067\u306e\u898b\u89e3\u306f\u3042\u308a\u307e\u3059\u304b? HBM \u3067\u304a\u5ba2\u69d8\u3068\u4e00\u7dd2\u306b\u30c4\u30fc\u30eb \u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u52a0\u901f\u3092\u691c\u8a0e\u3059\u308b\u3068\u304d\u306e\u8996\u70b9\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002 \u904e\u53bb 6 \u304b\u6708\u9593\u3067\u3001DRAM \u9867\u5ba2\u304c\u30c4\u30fc\u30eb\u3092\u63a2\u3057\u3066\u3044\u308b\u3068\u304d\u306b\u901a\u5e38\u76ee\u306b\u3059\u308b\u3082\u306e\u3068\u6bd4\u3079\u3066\u3001\u3069\u308c\u3060\u3051\u306e\u52b9\u679c\u304c\u5f97\u3089\u308c\u307e\u3057\u305f\u304b? \u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001HBM \u5e02\u5834\u306e\u771f\u306e\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u3057\u3066\u3001\u5148\u307b\u3069\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u524d\u306b\u5fc5\u8981\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u5f53\u793e\u304c\u5f37\u3044\u5730\u4f4d\u3092\u7bc9\u3044\u3066\u3044\u308b\u3053\u3068\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u5f37\u3044\u9700\u8981\u304c\u898b\u3089\u308c\u308b\u5206\u91ce\u3067\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u3042\u308b\u6642\u70b9\u3067\u51fa\u8377\u304c\u30d4\u30fc\u30af\u3092\u8d85\u3048\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306f\u5225\u3068\u3057\u3066\u3001\u3053\u306e AI \u5e02\u5834\u306f\u975e\u5e38\u306b\u901f\u3044\u901f\u5ea6\u3067\u9032\u5316\u3057\u7d9a\u3051\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002 \u305d\u3057\u3066\u79c1\u305f\u3061\u304c\u73fe\u5728\u96c6\u4e2d\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u79c1\u305f\u3061\u81ea\u8eab\u306e\u80fd\u529b\u3068\u53ef\u80fd\u6027\u3092\u78ba\u5b9f\u306b\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3060\u3051\u3067\u3059\u3002 \u305d\u3057\u3066\u3001HBM \u306e TSV \u5f62\u6210\u306b\u304a\u3051\u308b 100% \u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u4fdd\u6301\u3067\u304d\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u5b9f\u969b\u306e\u3068\u3053\u308d\u3001\u79c1\u305f\u3061\u304c\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u308b\u306e\u306f\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u7dad\u6301\u3057\u3001\u5e02\u5834\u304c\u6210\u9577\u3059\u308b\u306e\u3068\u540c\u3058\u901f\u5ea6\u3067\u5e02\u5834\u304c\u6210\u9577\u3059\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u30c8\u30fc\u30de\u30b9\u30fb\u30aa\u30de\u30ea\u30fc &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5f79\u7acb\u3064\u3002 \u305d\u308c\u304b\u3089\u3001\u5728\u5eab\u306e\u69cb\u6210\u306b\u3064\u3044\u3066 1 \u3064\u3060\u3051\u8aac\u660e\u3057\u307e\u3059\u3002 \u7686\u3055\u3093\u306f\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u5728\u5eab\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3057\u307e\u3057\u305f\u3002 \u305d\u306e\u5728\u5eab\u306e\u69cb\u6210\u306b\u4f55\u304b\u8272\u3092\u6307\u5b9a\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b? \u305d\u308c\u306f\u30e1\u30e2\u30ea\u95a2\u9023\u3067\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30ed\u30b8\u30c3\u30af\u95a2\u9023\u3067\u3059\u304b? \u8a73\u7d30\u3092\u8a00\u3044\u305f\u304f\u306a\u3044\u306e\u306f\u308f\u304b\u308a\u307e\u3059\u304c\u3001\u66a6\u5e74\u306e\u524d\u534a\u3092\u901a\u3058\u3066\u5728\u5eab\u306f\u3069\u3053\u307e\u3067\u6e1b\u5c11\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u304b?<\/p>\n<p>Doug Bettinger &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u3001\u30c8\u30e0\u300123 \u5e74\u306b\u5165\u3063\u3066\u304b\u3089\u306e\u30e1\u30e2\u30ea\u306e\u6e1b\u5c11\u7387\u306f\u304b\u306a\u308a\u5287\u7684\u3067\u3001\u6700\u7d42\u7684\u306b\u30e1\u30e2\u30ea\u306b\u95a2\u3057\u3066\u5fc5\u8981\u4ee5\u4e0a\u306b\u5728\u5eab\u3092\u5897\u3084\u3059\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u30e1\u30e2\u30ea\u3092\u5bfe\u8c61\u3068\u3057\u305f\u3088\u308a\u5927\u304d\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u3042\u308a\u3001\u30e1\u30e2\u30ea\u304c\u56de\u5fa9\u3059\u308b\u306b\u3064\u308c\u3066\u5728\u5eab\u306f\u6e1b\u5c11\u3057\u307e\u3059\u3002<\/p>\n<p>\u30c8\u30fc\u30de\u30b9\u30fb\u30aa\u30de\u30ea\u30fc &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>Doug Bettinger &#8212; 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\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c  &#8230; <\/p>\n","protected":false},"author":1,"featured_media":1061,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[515,740,255,105,83],"class_list":{"0":"post-2682","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-lrcx","9":"tag-740","10":"tag-255","11":"tag-105","12":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=2682\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1 (LRCX)2023 \u5e74\u7b2c 4 \u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; 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