{"id":978,"date":"2021-12-27T22:06:43","date_gmt":"2021-12-27T13:06:43","guid":{"rendered":"https:\/\/1up-life.blog\/?p=978"},"modified":"2021-12-27T22:06:43","modified_gmt":"2021-12-27T13:06:43","slug":"%e3%80%90%e5%92%8c%e8%a8%b3%e3%80%91%e3%83%9e%e3%82%a4%e3%82%af%e3%83%ad%e3%83%b3%e3%83%86%e3%82%af%e3%83%8e%e3%83%ad%e3%82%b8%e3%83%bc-mu2022%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=978","title":{"rendered":"\u3010\u548c\u8a33\u3011\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"<p>\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>EPS\u4e88\u60f32.11\u30c9\u30eb\u306b\u5bfe\u3057\u3066\u7d50\u679c2.16\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u4e88\u60f37.67B\u30c9\u30eb\u306b\u5bfe\u3057\u3066\u7d50\u679c7.69B\u30c9\u30eb\u3068\u597d\u8abf\u3067\u3059\u3002<\/p>\n<p>\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u306f\u524d\u5e74\u540c\u671f\u6bd4\uff0b33%\u3067\u3057\u305f\u3002<\/p>\n<p>\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3066\u304a\u308a\u6c7a\u7b97\u5f8c\u306e\u682a\u4fa1\u3082\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<div id=\"attachment_980\" style=\"width: 776px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-980\" class=\"wp-image-980 \" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17-300x154.png\" alt=\"\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)\u3000\u682a\u4fa1\" width=\"766\" height=\"393\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17-300x154.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17-1024x524.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17-768x393.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17-940x481.png 940w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/MU_2021-12-27_22-04-17.png 1478w\" sizes=\"auto, (max-width: 766px) 100vw, 766px\" \/><p id=\"caption-attachment-980\" class=\"wp-caption-text\">\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)\u3000\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>2021\u5e7412\u670820\u65e5 20\u664217\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>Company Participants<br \/>\nFarhan Ahmad &#8211; Vice President of Investor Relations<br \/>\nSanjay Mehrotra &#8211; President and Chief Executive Officer<br \/>\nDave Zinsner &#8211; Chief Financial Officer<br \/>\nConference Call Participants<br \/>\nC.J. Muse &#8211; Evercore<br \/>\nVivek Arya &#8211; Bank of America<br \/>\nJohn Pitzer &#8211; Credit Suisse<br \/>\nTimothy Arcuri &#8211; UBS<br \/>\nMehdi Hosseini &#8211; SFG<br \/>\nJoe Moore &#8211; Morgan Stanley<br \/>\nToshiya Hari &#8211; Goldman Sachs<br \/>\nShannon Cross &#8211; Cross Research<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u304a\u5f85\u305f\u305b\u3044\u305f\u3057\u307e\u3057\u305f\u3002\u30de\u30a4\u30af\u30ed\u30f3\u306e2022\u5e74\u7b2c1\u56db\u534a\u671f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30b3\u30fc\u30eb\u306b\u3088\u3046\u3053\u305d\u3002\u73fe\u5728\u3001\u53c2\u52a0\u8005\u306e\u7686\u69d8\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u30aa\u30f3\u30ea\u30fc\u3068\u306a\u3063\u3066\u304a\u308a\u307e\u3059\u3002\u8b1b\u6f14\u8005\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u306e\u6642\u9593\u3092\u8a2d\u3051\u3066\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3078\u3011\u672c\u65e5\u306e\u4f1a\u8b70\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u306e\u3067\u3001\u3054\u4e86\u627f\u304f\u3060\u3055\u3044\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304b\u3089\u306e\u3054\u6848\u5185]\n<p>\u305d\u308c\u3067\u306f\u3001\u672c\u65e5\u306e\u30b9\u30d4\u30fc\u30ab\u30fc\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u526f\u793e\u9577\u3001\u30d5\u30a1\u30eb\u30cf\u30f3\u30fb\u30a2\u30d5\u30de\u30c9\u306b\u4f1a\u8b70\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30a1\u30eb\u30cf\u30f3\u30fb\u30a2\u30fc\u30de\u30c9<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e2022\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u96fb\u8a71\u4f1a\u8b70\u306b\u3088\u3046\u3053\u305d\u3002\u672c\u65e5\u306f\u3001\u793e\u9577\u517cCEO\u306e\u30b5\u30f3\u30b8\u30e3\u30a4\u30fb\u30e1\u30ed\u30c8\u30e9\u3068\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30c7\u30a4\u30d6\u30fb\u30b8\u30f3\u30ba\u30ca\u30fc\u304b\u3089\u304a\u96fb\u8a71\u3092\u3044\u305f\u3060\u3044\u3066\u304a\u308a\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306f\u7d0460\u5206\u306e\u4e88\u5b9a\u3067\u3059\u3002\u306a\u304a\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u6a21\u69d8\u306f\u3001\u97f3\u58f0\u3068\u30b9\u30e9\u30a4\u30c9\u3092\u542b\u3081\u3001\u5f53\u793e\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\uff08investors.micron.com\uff09\u304b\u3089\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3067\u914d\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u306f\u3001\u6c7a\u7b97\u767a\u8868\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3068\u3001\u5148\u307b\u3069\u63d0\u51fa\u3057\u305f\u6e96\u5099\u66f8\u9762\u304c\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u3067\u306f\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002GAAP\u30d9\u30fc\u30b9\u3068Non-GAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306e\u8abf\u6574\u8868\u306f\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u3066\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u306a\u304a\u3001\u30a6\u30a7\u30d6\u653e\u9001\u306e\u518d\u653e\u9001\u306f\u672c\u65e5\u6df1\u591c\u306b\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u3066\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u5f53\u793e\u304c\u53c2\u52a0\u3059\u308b\u3055\u307e\u3056\u307e\u306a\u8ca1\u52d9\u4f1a\u8b70\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u542b\u3081\u3001\u5f53\u793e\u306b\u95a2\u3059\u308b\u6700\u65b0\u306e\u60c5\u5831\u306b\u3064\u3044\u3066\u306f\u3001\u56db\u534a\u671f\u3092\u901a\u3058\u3066\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\uff08micron.com\uff09\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u30c4\u30a4\u30c3\u30bf\u30fc\u306eMicronTech\u3067\u5f53\u793e\u3092\u30d5\u30a9\u30ed\u30fc\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u6ce8\u610f\u4e8b\u9805\u3068\u3057\u3066\u3001\u672c\u65e5\u3054\u8aac\u660e\u3059\u308b\u5185\u5bb9\u306b\u306f\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3001\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u542b\u3093\u3067\u304a\u308a\u3001\u5b9f\u969b\u306e\u7d50\u679c\u306f\u672c\u65e5\u306e\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5f53\u793e\u306e\u5c06\u6765\u306e\u696d\u7e3e\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u304cSEC\u306b\u63d0\u51fa\u3057\u305f\u66f8\u985e\u3001\u7279\u306b\u6700\u65b0\u306eForm 10-K\u304a\u3088\u3073Form 10-Q\u3092\u53c2\u7167\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5f53\u793e\u306f\u3001\u5c06\u6765\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u542b\u307e\u308c\u308b\u4e88\u60f3\u304c\u5408\u7406\u7684\u3067\u3042\u308b\u3068\u5224\u65ad\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5c06\u6765\u306e\u7d50\u679c\u3001\u6d3b\u52d5\u6c34\u6e96\u3001\u696d\u7e3e\u307e\u305f\u306f\u6210\u679c\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u5f53\u793e\u306f\u3001\u672c\u65e5\u4ee5\u964d\u3001\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u5b9f\u969b\u306e\u7d50\u679c\u3068\u4e00\u81f4\u3055\u305b\u308b\u305f\u3081\u306b\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30b5\u30f3\u30b8\u30e3\u30a4\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002<\/p>\n<p>Sanjay 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&#8212; \u672c\u5f53\u306b\u826f\u3044\u5834\u6240\u306b\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30fc\u30e4\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Vivek Arya<\/p>\n<p>Sanjay\u304b\u3089\u3001PC\u306e\u9867\u5ba2\u304c\u90e8\u54c1\u306e\u89b3\u70b9\u304b\u3089\u5236\u7d04\u3092\u53d7\u3051\u306a\u304f\u306a\u308a\u3064\u3064\u3042\u308b\u3068\u3044\u3046\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u8fd1\u3044\u5c06\u6765\u306e\u8a71\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u300122\u5e74\u5ea6\u4e0b\u534a\u671f\u306b\u671f\u5f85\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001PC\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u51fa\u8377\u53f0\u6570\u306f\u3044\u3064\u3054\u308d\u6539\u5584\u3055\u308c\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\u3002<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u30b3\u30e1\u30f3\u30c8\u306f3\u30f6\u6708\u524d\u3068\u6bd4\u8f03\u3057\u3066\u306e\u3082\u306e\u3067\u3059\u3002\u524d\u56de\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u304a\u4f1d\u3048\u3057\u305f\u3088\u3046\u306b\u3001\u4e00\u90e8\u306ePC\u30e1\u30fc\u30ab\u30fc\u306f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u554f\u984c\u3092\u62b1\u3048\u3066\u304a\u308a\u3001\u3059\u3079\u3066\u306e\u975e\u30e1\u30e2\u30ea\u90e8\u54c1\u3092\u8abf\u9054\u3059\u308b\u3053\u3068\u304c\u56f0\u96e3\u306a\u305f\u3081\u3001PC\u306e\u6700\u7d42\u9700\u8981\u306f\u5805\u8abf\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001PC\u306e\u751f\u7523\u304c\u5236\u9650\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u308c\u306b\u6bd4\u3079\u308c\u3070\u3001\u975e\u30e1\u30e2\u30ea\u90e8\u54c1\u306e\u4e0d\u8db3\u306b\u3088\u308b\u5728\u5eab\u8abf\u6574\u306f\u307b\u307c\u7d42\u4e86\u3057\u3001PC\u306e\u9700\u8981\u306f3\u30f6\u6708\u524d\u3068\u6bd4\u8f03\u3057\u3066\u56de\u5fa9\u3057\u3066\u3044\u308b\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n<p>\u5168\u4f53\u3068\u3057\u3066\u3001&#8217;22\u66a6\u5e74\u306ePC\u7dcf\u8ca9\u58f2\u53f0\u6570\u306f&#8217;21\u66a6\u5e74\u3068\u307b\u307c\u540c\u6c34\u6e96\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u300122\u5e74\u66a6\u5e74\u3067\u306f\u3001PC\u306e\u9700\u8981\u304c\u56de\u5fa9\u3059\u308b\u3082\u306e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30fc\u30e4<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089\u3001Sanjay\u304b\u3089\u88dc\u8db3\u3067\u3059\u304c\u3001\u5fa1\u793e\u306e\u53ce\u76ca\u306e75%\u306f\u9577\u671f\u5951\u7d04\u306b\u57fa\u3065\u3044\u3066\u3044\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u5951\u7d04\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u524d\u63d0\u6761\u4ef6\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u3053\u308c\u3089\u306f\u30c6\u30a4\u30af\u30fb\u30aa\u30a2\u30fb\u30da\u30a4\u306e\u5951\u7d04\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u696d\u754c\u306e\u5468\u671f\u6027\u3092\u8003\u616e\u3057\u305f\u5834\u5408\u3001\u4fa1\u683c\u3084\u6570\u91cf\u3001\u30de\u30fc\u30b8\u30f3\u306e\u89b3\u70b9\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u5951\u7d04\u306f\u3069\u306e\u7a0b\u5ea6\u56fa\u5b9a\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30b5\u30f3\u30b8\u30a7\u30a4\u30fb\u30e1\u30d8\u30ed\u30c8\u30e9<\/p>\n<p>4\u5e74\u524d\u30015\u5e74\u524d\u306f\u3001\u3053\u306eLTA\u304c\u53ce\u76ca\u306e10\uff05\u7a0b\u5ea6\u3092\u5360\u3081\u3066\u3044\u305f\u3053\u3068\u3092\u601d\u3044\u51fa\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u3057\u3066\u73fe\u5728\u3067\u306f\u3001\u58f2\u4e0a\u306e75\uff05\u4ee5\u4e0a\u304cLTA\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002LTA\u304c\u3082\u305f\u3089\u3057\u305f\u306e\u306f\u3001\u304a\u5ba2\u69d8\u3068\u306e\u8ddd\u96e2\u3092\u7e2e\u3081\u3001\u304a\u5ba2\u69d8\u306e\u8a08\u753b\u3084\u4e88\u6e2c\u306b\u3064\u3044\u3066\u3088\u308a\u5bc6\u63a5\u306b\u5bfe\u8a71\u3057\u3001\u4f9b\u7d66\u3084\u4f9b\u7d66\u6bd4\u7387\u3092\u9069\u5207\u306b\u8a08\u753b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306eLTA\u306b\u306f\u62d8\u675f\u529b\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u3088\u308a\u5927\u304d\u306a\u53ef\u8996\u6027\u3001\u900f\u660e\u6027\u3092\u69cb\u7bc9\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u9577\u671f\u7684\u306b\u306f\u3001\u5f53\u793e\u3068\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u306e\u9593\u3067\u3088\u308a\u5927\u304d\u306a\u4fe1\u983c\u3068\u8aac\u660e\u8cac\u4efb\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u304a\u5ba2\u69d8\u306b\u5bfe\u3057\u3066\u5341\u5206\u306a\u91cf\u306e\u30e1\u30e2\u30ea\u3092\u4f9b\u7d66\u3057\u3066\u307b\u3057\u3044\u3068\u3044\u3046\u611f\u60c5\u3082\u3082\u3061\u308d\u3093\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u30d1\u30fc\u30c8\u30ca\u30fc\u4f01\u696d\u3068\u5bc6\u63a5\u306b\u5354\u529b\u3057\u3001\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6c7a\u5b9a\u3057\u3001\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u3068\u88fd\u54c1\u30df\u30c3\u30af\u30b9\u3092\u7ba1\u7406\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u5951\u7d04\u306f\u30dc\u30ea\u30e5\u30fc\u30e0\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306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Hosseini\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30e1\u30d5\u30c7\u30a3\u30fb\u30db\u30c3\u30bb\u30a4\u30cb<\/p>\n<p>\u30b5\u30f3\u30b8\u30a7\u30a4\u3001\u6700\u521d\u306e\u8cea\u554f\u306f\u3042\u306a\u305f\u306b\u3067\u3059\u3002\u30b5\u30fc\u30d0\u30fc\u7528DRAM\u5168\u4f53\u306b\u5360\u3081\u308bDDR5\u306e\u5272\u5408\u304c2022\u5e74\u307e\u3067\u3069\u306e\u3088\u3046\u306b\u63a8\u79fb\u3059\u308b\u304b\u3001\u4f55\u304b\u304a\u8003\u3048\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u7d9a\u3044\u3066\u3001David\u306b\u3082\u8cea\u554f\u3057\u307e\u3059\u3002<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>2022\u5e74\u306b\u95a2\u3057\u3066\u306f\u3001DDR5\u3092\u4f7f\u7528\u3067\u304d\u308b\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u304c\u5e02\u5834\u306b\u6295\u5165\u3055\u308c\u308c\u3070\u3001\u30b5\u30fc\u30d0\u30fc\u7a7a\u9593\u3067\u3082DDR5\u306e\u63a1\u7528\u304c\u9032\u3080\u3067\u3057\u3087\u3046\u3002\u3059\u3067\u306b\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001PC\u5206\u91ce\u3067\u306fDDR5\u306e\u63a1\u7528\u304c\u59cb\u307e\u3063\u3066\u304a\u308a\u3001\u5f53\u793e\u3082DDR5\u88fd\u54c1\u306e\u958b\u767a\u306b\u7740\u624b\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001DDR5\u306f\u9ad8\u3044\u9700\u8981\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5b9f\u969b\u3001\u696d\u754c\u3067\u306f DDR5 \u306e\u4f9b\u7d66\u306f\u9650\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001PC\u3067\u3082\u30b5\u30fc\u30d0\u30fc\u3067\u3082\u3001\u307e\u305aPC\u3067DDR5\u304c\u7acb\u3061\u4e0a\u304c\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3082\u3001DDR5\u3067\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u304c\u767b\u5834\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u7279\u306b\u300122\u5e74\u5f8c\u534a\u306b\u306a\u308b\u3068\u3001DDR5\u306e\u666e\u53ca\u304c\u9032\u3080\u3068\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>DDR\u306e\u69cb\u6210\u6bd4\u306f\u7d0420%\u306722\u5e74\u66a6\u5e74\u3092\u7d42\u3048\u308b\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30b9\u30da\u30fc\u30b9\u306eDRAM\u306e\u69cb\u6210\u6bd4\u306f\u7d0420%\u3067\u3001\u7d0420%\u3067\u3059\u306d\u3002<\/p>\n<p>Mehdi Hosseini<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u3068\u3044\u3046\u306e\u3082\u3001\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u304c\u9867\u5ba2\u306e\u3082\u3068\u3067\u751f\u7523\u3055\u308c\u59cb\u3081\u308b\u3068\u3001\u30b5\u30fc\u30d0\u30fc\u5206\u91ce\u3067\u306f\u4e0b\u534a\u671f\u306bDDR5\u304c\u5897\u52a0\u3059\u308b\u305f\u3081\u3067\u3059\u3002\u307e\u305f\u3001PC\u306e\u5206\u91ce\u3067\u306f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u300122\u5e74\u66a6\u5e74\u3092\u901a\u3058\u3066\u9806\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Mehdi Hosseini<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002David\u306b\u3064\u3044\u3066\u306f\u3001\u9700\u7d66\u74b0\u5883\u306b\u3064\u3044\u3066\u7406\u89e3\u3092\u6df1\u3081\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002DRAM\u3068NAND\u306eASP\u306b\u3064\u3044\u3066\u3001\u5fa1\u793e\u306e\u30ac\u30a4\u30c9\uff08\u53ce\u76ca\u30ac\u30a4\u30c9\uff09\u3092\u62dd\u898b\u3057\u305f\u3068\u3053\u308d\u3001\u30d6\u30ec\u30f3\u30c9\u4fa1\u683c\u306e\u7de9\u3084\u304b\u306a\u4e0b\u843d\u304c\u57fa\u672c\u7684\u306a\u524d\u63d0\u3068\u306a\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u601d\u308f\u308c\u307e\u3059\u3002\u30ac\u30a4\u30c9\u3092\u304a\u9858\u3044\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u3053\u308c\u306f\u6b63\u3057\u3044\u898b\u89e3\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30f3\u30b9\u30ca\u30fc<\/p>\n<p>\u7b2c2\u56db\u534a\u671f\u306b\u3064\u3044\u3066\u3001Mehdi\u306f\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u8a71\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u304b\uff1f<\/p>\n<p>\u30e1\u30d5\u30c7\u30a3\u30fb\u30db\u30c3\u30bb\u30a4\u30cb<\/p>\n<p>\u306f\u3044\u3001\u305d\u3046\u3067\u3059\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30f3\u30b9\u30ca\u30fc<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u5f53\u7136\u306a\u304c\u3089\u3001\u5c06\u6765\u7684\u306a\u4fa1\u683c\u306b\u3064\u3044\u3066\u306f\u30b3\u30e1\u30f3\u30c8\u3067\u304d\u307e\u305b\u3093\u3002Sanjay\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u7e70\u308a\u8fd4\u3057\u307e\u3059\u304c\u3001DRAM\u3068NAND\u306e\u4e21\u65b9\u306b\u3064\u3044\u3066\u3001\u4eca\u5e74\u5ea6\u306f\u5065\u5168\u306a\u9700\u7d66\u30d0\u30e9\u30f3\u30b9\u304c\u4fdd\u305f\u308c\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001176\u5c64\u30681\u03b1\u306e\u751f\u7523\u3092\u7d99\u7d9a\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4eca\u5f8c\u306e\u30b3\u30b9\u30c8\u69cb\u9020\u3082\u826f\u3044\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u3002\u30df\u30c3\u30af\u30b9\u3082\u5f15\u304d\u7d9a\u304d\u63a8\u9032\u3057\u3066\u3044\u304f\u3002\u3053\u308c\u3089\u306e\u524d\u63d0\u306f\u3059\u3079\u3066\u3001\u5f53\u793e\u306e\u30de\u30fc\u30b8\u30f3\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u7269\u4e8b\u306e\u6210\u308a\u884c\u304d\u306b\u5fdc\u3058\u3066\u3001\u30de\u30fc\u30b8\u30f3\u306e\u60f3\u5b9a\u306b\u306f\u4e0a\u9650\u3068\u4e0b\u9650\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2<\/p>\n<p>\u6570\u56db\u534a\u671f\u524d\u306b\u304a\u8a71\u306b\u306a\u3063\u305f\u300c\u4e07\u304c\u4e00\u300d\u306e\u305f\u3081\u306e\u54f2\u5b66\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u3064\u3044\u3066\u3001\u304a\u8a71\u3092\u4f3a\u3048\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u660e\u3089\u304b\u306b\u3001\u3042\u306a\u305f\u306f\u4eca\u3001\u9867\u5ba2\u306e\u5728\u5eab\u6c34\u6e96\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u3057\u304b\u3057\u3001\u9867\u5ba2\u306f\u3069\u306e\u3088\u3046\u306b\u611f\u3058\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4eca\u5f8c\u3001\u6301\u7d9a\u7684\u306b\u5728\u5eab\u6c34\u6e96\u304c\u4e0a\u6607\u3059\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u5728\u5eab\u6226\u7565\u306f\u3001\u304a\u5ba2\u69d8\u306b\u3088\u3063\u3066\u660e\u3089\u304b\u306b\u7570\u306a\u308a\u307e\u3059\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u3063\u3066\u3082\u305f\u3089\u3055\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e0d\u8db3\u3092\u8003\u616e\u3057\u3001\u6226\u7565\u7684\u306b\u9ad8\u3044\u30ec\u30d9\u30eb\u306e\u5728\u5eab\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u304a\u5ba2\u69d8\u3082\u3044\u3089\u3063\u3057\u3083\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5730\u653f\u5b66\u7684\u306a\u89b3\u70b9\u304b\u3089\u5728\u5eab\u3092\u5897\u3084\u3057\u3066\u3044\u308b\u304a\u5ba2\u69d8\u3082\u3044\u3089\u3063\u3057\u3083\u308b\u3067\u3057\u3087\u3046\u3002\u3067\u3059\u304b\u3089\u3001\u304a\u5ba2\u69d8\u304c\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u524d\u306e\u6c34\u6e96\u306b\u623b\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u307e\u3060\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u5728\u5eab\u306b\u95a2\u3059\u308b\u6226\u7565\u306f\u304a\u5ba2\u69d8\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u696d\u754c\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u304c\u4f59\u5206\u306a\u5728\u5eab\u3092\u62b1\u3048\u308b\u3053\u3068\u306f\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u73fe\u5728\u306e\u74b0\u5883\u3092\u8003\u3048\u308b\u3068\u3001\u304a\u5ba2\u69d8\u306e\u5728\u5eab\u6c34\u6e96\u306f\u9069\u5207\u306a\u72b6\u614b\u306b\u3042\u308b\u3068\u8a00\u3048\u307e\u3059\u3002\u307e\u305f\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u88fd\u9020\u90e8\u9580\u3067\u3082\u3001\u304a\u5ba2\u69d8\u3078\u306e\u4f9b\u7d66\u80fd\u529b\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u539f\u6750\u6599\u306e\u5728\u5eab\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u5730\u653f\u5b66\u7684\u306a\u9762\u3084\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u95a2\u9023\u3067\u4e0d\u78ba\u5b9f\u6027\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u73fe\u5728\u306e\u74b0\u5883\u3067\u306f\u3001\u5f53\u793e\u306e\u4e8b\u696d\u8a08\u753b\u306f\u3001\u975e\u30e1\u30e2\u30ea\u90e8\u54c1\u306e\u5728\u5eab\u3092\u5897\u3084\u3057\u3066\u904b\u55b6\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u69d8\u306b\u3001\u304a\u5ba2\u69d8\u3082\u5728\u5eab\u7ba1\u7406\u306b\u95a2\u3057\u3066\u540c\u69d8\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3057\u3066\u3044\u307e\u3059\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\u30cf\u30ea\u3000\u30c8\u30e2\u30e4\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u3054\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30cf\u30ea\u3000\u30c8\u30e2\u30e4<\/p>\n<p>\u307e\u305a\u3001\u4f9b\u7d66\u30b5\u30a4\u30c9\u306b\u3064\u3044\u3066\u3067\u3059\u3002Sanjay\u3001\u3042\u306a\u305f\u306f\u4f55\u5ea6\u304b\u6a5f\u5668\u5206\u91ce\u306e\u5236\u7d04\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u5b9f\u969b\u306b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u9045\u5ef6\u3084\u30c7\u30b3\u30df\u30c3\u30c8\u304c\u767a\u751f\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u306a\u305f\u306f\u901a\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u306e\u3067\u3001\u304a\u305d\u3089\u304f\u305d\u3046\u3067\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u70b9\u3092\u660e\u78ba\u306b\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u4f9b\u7d66\u306b\u95a2\u3059\u308b\u8cea\u554f\u306e\u30d1\u30fc\u30c82\u3067\u3059\u304c\u3001\u53f0\u6e7e\u306e\u5730\u9707\u306b\u3088\u308b\u5f71\u97ff\u306f\u3001\u30d3\u30c3\u30c8\u89b3\u70b9\u3067\u3042\u308c\u3001\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u89b3\u70b9\u3067\u3042\u308c\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u3042\u308a\u307e\u3057\u305f\u304b\uff1f<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u5f53\u793e\u306e\u8abf\u9054\u30c1\u30fc\u30e0\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u6a5f\u5668\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u5bc6\u63a5\u306b\u9023\u643a\u3057\u3001\u9577\u671f\u7684\u306a\u8a08\u753b\u3084\u6a5f\u5668\u306e\u30b9\u30ed\u30c3\u30c8\u306e\u78ba\u4fdd\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u7d99\u7d9a\u7684\u306b\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u9577\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u4e8b\u5b9f\u3067\u3059\u304c\u3001\u305d\u308c\u3082\u5168\u4f53\u7684\u306a\u8a08\u753b\u306e\u4e2d\u3067\u7e54\u308a\u8fbc\u307f\u6e08\u307f\u3067\u3059\u3002\u307e\u305f\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u6a5f\u5668\u306e\u9700\u8981\u3084\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u8abf\u6574\u3059\u308b\u4e0a\u3067\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u5354\u529b\u4f53\u5236\u304c\u3088\u308a\u4e00\u5c64\u5f37\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306e\u671f\u5f85\u5024\u306b\u5bfe\u3057\u3066\u62bc\u3057\u51fa\u3057\u304c\u3042\u3063\u305f\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u3088\u3046\u306a\u6a5f\u5668\u306e\u7d0d\u5165\u306b\u95a2\u3059\u308b\u671f\u5f85\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u5354\u529b\u95a2\u4fc2\u3084\u3001\u5f53\u793e\u304c\u63d0\u4f9b\u3059\u308b\u53ef\u8996\u6027\u3001\u5f53\u793e\u3068\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u9593\u306e\u591a\u304f\u306e\u512a\u308c\u305f\u8a08\u753b\u4f5c\u696d\u306b\u57fa\u3065\u3044\u3066\u69cb\u7bc9\u3055\u308c\u305f\u3082\u306e\u306a\u306e\u3067\u3059\u3002\u8cea\u554f\u306e2\u3064\u76ee\u306f\u3001\u4eca\u5fd8\u308c\u307e\u3057\u305f\u304c\u3001\u8cea\u554f\u306e2\u3064\u76ee\u306f\u4f55\u3060\u3063\u305f\u3067\u3057\u3087\u3046\u304b\uff1f\u3082\u3046\u4e00\u5ea6\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30cf\u30ea\u3000\u30c8\u30e2\u30e4<\/p>\n<p>\u53f0\u6e7e\u3067\u5730\u9707\u304c\u767a\u751f\u3057\u307e\u3057\u305f\u304c\u3001\u5f53\u56db\u534a\u671f\u306e\u5165\u672d\u51fa\u8377\u3084\u30b3\u30b9\u30c8\u30c0\u30a6\u30f3\u306b\u4f55\u304b\u5f71\u97ff\u306f\u3042\u308a\u307e\u3057\u305f\u304b\uff1f<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u53f0\u6e7e\u3067\u5730\u9707\u304c\u767a\u751f\u3057\u305f\u3068\u304d\u3001\u78ba\u304b\u306b\u5165\u672d\u306b\u3088\u308b\u751f\u7523\u304c\u4e00\u90e8\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u56db\u534a\u671f\u672b\u306b\u306f\u3001\u751f\u7523\u91cf\u5168\u4f53\u3078\u306e\u5f71\u97ff\u306f\u304b\u306a\u308a\u8efd\u6e1b\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>\u30cf\u30ea\u3000\u30c8\u30e2\u30e4<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u7d9a\u3044\u3066\u3001\u81ea\u52d5\u8eca\u7523\u696d\u3068\u7523\u696d\u6a5f\u68b0\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u304a\u4f3a\u3044\u3057\u307e\u3059\u3002\u3053\u306e2\u3064\u306e\u4e8b\u696d\u3001\u3042\u308b\u3044\u306f2\u3064\u306e\u6700\u7d42\u5e02\u5834\u306e\u5408\u8a08\u304c\u3001\u58f2\u4e0a\u9ad8\u5168\u4f53\u306e10\uff05\u4ee5\u4e0a\u3092\u5360\u3081\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3053\u306e2\u3064\u306e\u4e8b\u696d\u3001\u3042\u308b\u3044\u306f2\u3064\u306e\u6700\u7d42\u5e02\u5834\u306e\u5408\u8a08\u304c\u3001\u58f2\u4e0a\u9ad8\u5168\u4f53\u306e10\uff05\u4ee5\u4e0a\u3092\u5360\u3081\u308b\u3068\u3044\u3046\u306e\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f\u81ea\u52d5\u8eca\u7528\u3068\u7523\u696d\u7528\u3068\u3082\u306b\u3001\u304b\u306a\u308a\u666e\u901a\u306e\u74b0\u5883\u3067\u3042\u308b\u306b\u305b\u3088\u3001\u3053\u306e2\u3064\u306e\u6700\u7d42\u5e02\u5834\u306e\u6301\u7d9a\u7684\u306a\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u4eca\u671f\u306e\u6210\u9577\u7387\u3092\u3044\u304f\u3064\u304b\u6319\u3052\u3066\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u304c\u3001\u81ea\u52d5\u8eca\u3068\u7523\u696d\u306e\u4e21\u5e02\u5834\u306b\u3064\u3044\u3066\u3001\u30af\u30ed\u30b9\u30b5\u30a4\u30af\u30eb\u30d9\u30fc\u30b9\u3067\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Sanjay Mehrotra<\/p>\n<p>\u81ea\u52d5\u8eca\u3068\u7523\u696d\u6a5f\u68b0\u306f\u3001\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u9ad8\u3044\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u306a\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u306f\u3001\u81ea\u52d5\u8eca\u5e02\u5834\u306e\u3059\u3079\u3066\u306e\u9700\u8981\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u8a71\u3092\u3057\u307e\u3057\u305f\u3002\u30de\u30a4\u30af\u30ed\u30f3\u306f\u3001\u3053\u306e\u5206\u91ce\u3067\u306f\u660e\u3089\u304b\u306b\u81ea\u52d5\u8eca\u306e\u30ea\u30fc\u30c0\u30fc\u3067\u3059\u3002\u307e\u305f\u3001\u81ea\u52d5\u8eca\u3068\u7523\u696d\u7528\u3092\u5408\u308f\u305b\u308b\u306810\uff05\u4ee5\u4e0a\u3068\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u8eca\u8f09\u7528\u3067\u306f\u3001\u5f53\u793e\u306e\u30b7\u30a7\u30a2\u306f1\u6841\u53f0\u534a\u3070\u3067\u3059\u3002\u4eca\u5e74\u3082\u3001\u3053\u306e\u5e02\u5834\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u7d4c\u9a13\u3001\u30b7\u30a7\u30a2\u30fb\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3001\u5f53\u793e\u306e\u63d0\u4f9b\u3059\u308b\u9ad8\u3044\u54c1\u8cea\u3001\u305d\u3057\u3066\u3053\u308c\u3089\u306e\u5e02\u5834\u306b\u304a\u3051\u308b\u30e1\u30e2\u30ea\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u30fb\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u5bfe\u3059\u308b\u9700\u8981\u306e\u5897\u52a0\u306b\u57fa\u3065\u3044\u3066\u3001\u6210\u9577\u3092\u7d99\u7d9a\u3059\u308b\u3053\u3068\u304c\u671f\u5f85\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3082\u3061\u308d\u3093\u3001\u7523\u696d\u7528\u3082\u4f38\u3073\u3066\u3044\u307e\u3059\u30025G\u306f\u7523\u696d\u7528IoT\u3001\u76e3\u8996\u7528\u30c9\u30ed\u30fc\u30f3\u3001\u8a2d\u5099\u3001\u5de5\u5834\u306e\u81ea\u52d5\u5316\u306a\u3069\u3001\u7523\u696d\u5206\u91ce\u3067\u83ab\u5927\u306a\u9700\u8981\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u9700\u8981\u3092\u62e1\u5927\u3055\u305b\u308b\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u305f\u3081\u3001\u3053\u308c\u30892\u3064\u306e\u5e02\u5834\u306b\u304a\u3044\u3066\u5805\u8abf\u306a\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u8eca\u8f09\u7528DRAM\u306eCAGR\u3092\u898b\u308b\u3068\u3001\u4eca\u5f8c3\u5e74\u9593\u3067\u7d0440\uff05\u3001\u8eca\u8f09\u7528\u30d1\u30ef\u30fc\u30ad\u30c3\u30c8\u306eNAND\u306eCAGR\u3092\u898b\u308b\u3068\u3001\u4eca\u5f8c3\u5e74\u9593\u306750\uff05\u3092\u8d85\u3048\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u8eca\u8f09\u7528\u30d1\u30ef\u30fc\u30ad\u30c3\u30c8\u306eNAND\u306eCAGR\u306f\u3001\u4eca\u5f8c3\u5e74\u9593\u306750%\u3092\u8d85\u3048\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u6301\u7d9a\u7684\u306a\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306f\u3053\u308c\u3089\u306e\u5e02\u5834\u3067\u5341\u5206\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u78ba\u4fdd\u3057\u3066\u304a\u308a\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3053\u306e\u5e02\u5834\u3067\u306e\u58f2\u4e0a\u6bd4\u7387\u304c\u4e0a\u6607\u3057\u7d9a\u3051\u308b\u3082\u306e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30af\u30ed\u30b9\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30b7\u30e3\u30ce\u30f3\u30fb\u30af\u30ed\u30b9\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b7\u30e3\u30ce\u30f3\u30fb\u30af\u30ed\u30b9<\/p>\n<p>1\u3064\u3060\u3051\u3001\u305d\u3057\u3066\u3082\u30461\u3064\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u3002\u73fe\u5728\u306e\u30d0\u30ea\u30a2\u30f3\u30c8\u306b\u95a2\u3057\u3066\u306f\u3001\u307e\u3060\u65e9\u3044\u6bb5\u968e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u5f71\u97ff\u306f\u51fa\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u5c11\u306a\u304f\u3068\u3082\u79c1\u304c\u53d6\u6750\u3057\u3066\u3044\u308b\u4f1a\u793e\u306e\u4e2d\u3067\u3001\u3044\u304f\u3064\u304b\u306e\u5909\u66f4\u70b9\u3092\u8e0f\u307e\u3048\u3066\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u306f\u3001\u3053\u306e\u4f1a\u793e\u304c\u521d\u3081\u3066\u3067\u3059\u3002\u3053\u306e\u5909\u66f4\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u305d\u306e\u5f8c\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30b5\u30f3\u30b8\u30a7\u30a4\u30fb\u30e1\u30d8\u30ed\u30c8\u30e9<\/p>\n<p>\u307e\u305a\u3001\u4e8b\u696d\u3078\u306e\u53d6\u308a\u7d44\u307f\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3067\u306f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u671f\u9593\u4e2d\u3001\u5f93\u696d\u54e1\u306e\u5b89\u5168\u3092\u5b88\u308b\u305f\u3081\u306b\u7a4d\u6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Gamma\u7528\u306eEUV\u3078\u306e\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5e02\u5834\u5168\u4f53\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u3055\u307e\u3056\u307e\u306a\u88fd\u54c1\u306b\u52a0\u3048\u3001\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u9762\u3067\u3082\u7d99\u7d9a\u7684\u306a\u6295\u8cc7\u3092\u884c\u3044\u3001\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3068\u30b3\u30b9\u30c8\u30fb\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301\u3057\u3066\u3044\u304d\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u53f8\u4f1a<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u4ee5\u4e0a\u3067\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3067\u3059\u3002\u7686\u69d8\u3001\u3053\u308c\u3067\u672c\u65e5\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3092\u7d42\u4e86\u3044\u305f\u3057\u307e\u3059\u3002\u3054\u53c2\u52a0\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3066\u7d42\u4e86\u3068\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc (MU)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 EPS\u4e88\u60f32.11\u30c9\u30eb\u306b\u5bfe\u3057\u3066\u7d50\u679c2.16\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u4e88\u60f37.67B\u30c9\u30eb\u306b\u5bfe\u3057\u3066\u7d50\u679c7.69B\u30c9\u30eb\u3068\u597d\u8abf\u3067\u3059\u3002 \u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u306f\u524d\u5e74\u540c\u671f\u6bd4\uff0b3 &#8230; <\/p>\n","protected":false},"author":1,"featured_media":979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[457,479,76,478,255,83],"class_list":["post-978","post","type-post","status-publish","format-standard","has-post-thumbnail","category-uncategorized","tag-g","tag-mu","tag-76","tag-478","tag-255","tag-83"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010\u548c\u8a33\u3011\u30de\u30a4\u30af\u30ed\u30f3\u30c6\u30af\u30ce\u30ed\u30b8\u30fc 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