{"id":381413,"date":"2026-04-14T12:29:49","date_gmt":"2026-04-14T12:29:49","guid":{"rendered":"https:\/\/www.wacoca.com\/life\/381413\/"},"modified":"2026-04-14T12:29:49","modified_gmt":"2026-04-14T12:29:49","slug":"microsoft-surface%e3%81%ae%e4%be%a1%e6%a0%bc%e5%bc%95%e3%81%8d%e4%b8%8a%e3%81%92%e3%81%8c%e3%83%a1%e3%83%a2%e3%83%aa%e4%b8%8d%e8%b6%b3%e3%82%92%e8%aa%98%e7%99%ba%ef%bc%9ask-hynix-micron-%e3%81%8a","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/life\/381413\/","title":{"rendered":"Microsoft Surface\u306e\u4fa1\u683c\u5f15\u304d\u4e0a\u3052\u304c\u30e1\u30e2\u30ea\u4e0d\u8db3\u3092\u8a98\u767a\uff1aSK Hynix, Micron, \u304a\u3088\u3073 SanDisk \u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u30c1\u30c3\u30d7\u5927\u624b\u306e\u4e2d\u3067\u3088\u308a\u6295\u8cc7\u4fa1\u5024\u304c\u3042\u308b\u306e\u306f\u3069\u3053\u304b\uff1f"},"content":{"rendered":"
\n
\n
\n

TradingKey – \u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 ( MSFT<\/a>) \u304cSurface\u306e\u4fa1\u683c\u3092\u5f15\u304d\u4e0a\u3052\u3001\u30e1\u30e2\u30ea\u4e0d\u8db3\u306b\u5bfe\u3059\u308b\u5e02\u5834\u306e\u61f8\u5ff5\u3092\u8a98\u767a\u3002\u30b9\u30c8\u30ec\u30fc\u30b8\u95a2\u9023\u9298\u67c4\u304c\u4f9d\u7136\u3068\u3057\u3066\u6295\u8cc7\u6a5f\u4f1a\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u5506\u3002<\/p>\n

\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306f\u6700\u8fd1\u3001Surface\u306e\u5168\u30e9\u30a4\u30f3\u30ca\u30c3\u30d7\u306e\u4fa1\u683c\u3092\u5f15\u304d\u4e0a\u3052\u305f\u3002\u5024\u4e0a\u3052\u5e45\u306f\u6570\u767e\u30c9\u30eb\u306b\u9054\u3057\u3066\u304a\u308a\u3001The Verge\u306f\u3053\u306e\u52d5\u304d\u304c\u4e16\u754c\u7684\u306aRAM\u4e0d\u8db3\u306b\u76f4\u63a5\u8d77\u56e0\u3057\u3066\u3044\u308b\u3068\u5831\u3058\u305f\u3002<\/p>\n

\u3053\u308c\u306f\u5bb6\u96fb\u88fd\u54c1\u306b\u304a\u3051\u308b\u65e5\u5e38\u7684\u306a\u4fa1\u683c\u6539\u5b9a\u3067\u306f\u3042\u308b\u304c\u3001\u660e\u78ba\u306a\u30b7\u30b0\u30ca\u30eb\u3092\u9001\u3063\u3066\u3044\u308b\u3002\u4e3b\u306bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u9650\u5b9a\u3055\u308c\u3066\u3044\u305f\u30e1\u30e2\u30ea\u4e0d\u8db3\u304c\u3001PC\u3084\u30ce\u30fc\u30c8\u30d1\u30bd\u30b3\u30f3\u3001\u7aef\u672b\u30c7\u30d0\u30a4\u30b9\u3078\u3068\u6ce2\u53ca\u3057\u59cb\u3081\u305f\u3068\u3044\u3046\u3053\u3068\u3060\u3002<\/p>\n

Reuters\u306b\u3088\u308b\u3068\u3001AI\u30a4\u30f3\u30d5\u30e9\u306e\u9700\u8981\u304c\u30e1\u30e2\u30ea\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u304a\u308a\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3084PC\u306a\u3069\u306e\u30c0\u30a6\u30f3\u30b9\u30c8\u30ea\u30fc\u30e0\u7aef\u672b\u306e\u51fa\u8377\u3084\u5229\u76ca\u306b\u91cd\u304f\u306e\u3057\u304b\u304b\u308b\u898b\u901a\u3057\u3060\u3002\u3053\u306e\u300c\u30e1\u30e2\u30ea\u4e0d\u8db3\u300d\u306f\u5ddd\u4e0a\u30e1\u30fc\u30ab\u30fc\u306b\u3068\u3063\u3066\u306e\u6069\u6075\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u3059\u3067\u306b\u696d\u754c\u5168\u4f53\u306e\u4fa1\u683c\u4f53\u7cfb\u3092\u518d\u69cb\u7bc9\u3057\u59cb\u3081\u3066\u3044\u308b\u3002<\/p>\n

\u3053\u308c\u306f\u30b9\u30c8\u30ec\u30fc\u30b8\u30c1\u30c3\u30d7\u696d\u754c\u306b\u3068\u3063\u3066\u8ffd\u3044\u98a8\u3068\u306a\u308b\u304c\u3001\u305d\u306e\u6069\u6075\u306f\u4e00\u69d8\u3067\u306f\u306a\u3044\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3001\u30de\u30a4\u30af\u30ed\u30f3\uff08 MU<\/a>\uff09\u304a\u3088\u3073 SanDisk<\/a> \u306f\u3001\u3044\u305a\u308c\u3082\u4e3b\u8981\u30e1\u30e2\u30ea\u30bb\u30af\u30bf\u30fc\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u5e02\u5834\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u5168\u304f\u7570\u306a\u308b\u3002<\/p>\n

SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u306e\u4e2d\u6838\u4f9b\u7d66\u306b\u3088\u308a\u6ce8\u529b\u3057\u3066\u304a\u308a\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306fDRAM\u3001NAND\u3001HBM\u3092\u7db2\u7f85\u3059\u308b\u7dcf\u5408\u4f01\u696d\u3060\u3002\u4e00\u65b9\u3001SanDisk\u306fNAND\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u30b7\u30b9\u30c6\u30e0\u306b\u50be\u5012\u3057\u3066\u304a\u308a\u3001\u7279\u306bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u3084\u30d5\u30e9\u30c3\u30b7\u30e5\u4fa1\u683c\u306e\u5909\u52d5\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u3044\u3002\u3088\u308a\u512a\u308c\u305f\u6295\u8cc7\u5148\u3092\u7279\u5b9a\u3059\u308b\u9375\u306f\u3001\u300c\u3059\u3079\u3066\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u300d\u3068\u3044\u3046\u4e8b\u5b9f\u3067\u306f\u306a\u304f\u3001\u305d\u306e\u6069\u6075\u306e\u8cea\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u3001\u305d\u3057\u3066\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u59a5\u5f53\u6027\u306b\u3042\u308b\u3002<\/p>\n<\/div>\n<\/div>\n

SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\uff1aHBM\u5c02\u696d\u3068\u3057\u3066\u6700\u5f37\u306e\u6295\u8cc7\u30b7\u30ca\u30ea\u30aa\u3067\u3042\u308a\u3001\u5e02\u5834\u304c\u6700\u3082\u904e\u5c0f\u8a55\u4fa1\u3057\u306b\u304f\u3044\u9298\u67c4\u3002<\/p>\n

\n

\u696d\u754c\u5185\u3067\u306e\u4f4d\u7f6e\u3065\u3051\u3068\u3044\u3046\u70b9\u3060\u3051\u3067\u3082\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u4e3b\u89813\u793e\u306e\u4e2d\u3067HBM\u5e02\u5834\u306b\u304a\u3051\u308b\u4e0d\u52d5\u306e\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308b\u3002<\/p>\n

HBM\u5206\u91ce\u3067\u306e\u30ea\u30fc\u30c9\u3092\u80cc\u666f\u306b\u3001\u5e02\u5834\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u306f2026\u5e74\u307e\u3067\u5927\u5e45\u306a\u5229\u76ca\u6210\u9577\u304c\u7d9a\u304f\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f\u540c\u696d\u4ed6\u793e\u306e\u4e2d\u3067\u3082\u969b\u7acb\u3063\u305f\u6c34\u6e96\u3067\u3042\u308b70\uff05\u306b\u8feb\u308b\u898b\u901a\u3057\u3060\u3002<\/p>\n

\u540c\u793e\u306e\u512a\u4f4d\u6027\u306f\u660e\u5feb\u3060\u3002HBM\u306fAI\u7528GPU\u3084\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3042\u308a\u3001\u9700\u8981\u306f\u65e2\u5b58\u306e\u5b66\u7fd2\u7528\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u6b21\u4e16\u4ee3AI\u30c1\u30c3\u30d7\u306e\u6295\u5165\u304b\u3089\u3082\u751f\u3058\u3066\u3044\u308b\u3002<\/p>\n

SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u3001AI\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u304c2030\u5e74\u307e\u3067\u5e74\u5e73\u5747\u7d0430\uff05\u306e\u30da\u30fc\u30b9\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001\u77ed\u671f\u7684\u306a\u30b5\u30a4\u30af\u30eb\u3067\u306f\u306a\u304f\u9577\u671f\u7684\u306a\u69cb\u9020\u7684\u62e1\u5927\u306e\u6069\u6075\u3092\u4eab\u53d7\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u61f8\u5ff5\u6750\u6599\u3082\u540c\u69d8\u306b\u660e\u767d\u3060\u3002\u512a\u308c\u305f\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5e02\u5834\u306f\u3059\u3067\u306b\u3053\u3046\u3057\u305f\u697d\u89b3\u7684\u306a\u671f\u5f85\u3092\u7e54\u308a\u8fbc\u307f\u59cb\u3081\u3066\u3044\u308b\u3002\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u540c\u793e\u306f\u30d7\u30ec\u30df\u30a2\u30e0\u306a\u8a55\u4fa1\u3092\u4f34\u3046\u9ad8\u54c1\u8cea\u30fb\u9ad8\u53ce\u76ca\u9298\u67c4\u3067\u3042\u308a\u3001\u5272\u5b89\u682a\u3092\u6c42\u3081\u308b\u6295\u8cc7\u5bb6\u3088\u308a\u3082\u3001\u30bb\u30af\u30bf\u30fc\u306e\u52e2\u3044\u7d99\u7d9a\u306b\u8ced\u3051\u308b\u6295\u8cc7\u5bb6\u306b\u9069\u3057\u305f\u9078\u629e\u80a2\u3068\u8a00\u3048\u308b\u3002<\/p>\n<\/div>\n

\u30de\u30a4\u30af\u30ed\u30f3\uff1a3\u793e\u306e\u4e2d\u3067\u6700\u9ad8\u306e\u30d0\u30ea\u30e5\u30fc<\/p>\n

\n

SK Hynix\u304c\u300c\u696d\u754c\u6700\u5f37\u306e\u5c02\u696d\u53d7\u76ca\u8005\u300d\u3067\u3042\u308b\u306a\u3089\u3070\u3001\u30de\u30a4\u30af\u30ed\u30f3\uff08Micron\uff09\u306f3\u793e\u306e\u4e2d\u3067\u6700\u3082\u300c\u7dcf\u5408\u7684\u306a\u8cc7\u7523\u914d\u5206\u306e\u6700\u6709\u529b\u5019\u88dc\u300d\u306b\u8fd1\u3044\u5b58\u5728\u3067\u3042\u308b\u3002<\/p>\n

\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u306e\u682a\u4fa1\u306f\u73fe\u5728\u7d04426.56\u30c9\u30eb\u3067\u53d6\u5f15\u3055\u308c\u3066\u304a\u308a\u3001\u65e5\u4e2d\u9ad8\u5024\u306f426.88\u30c9\u30eb\u306b\u9054\u3057\u305f\u3002\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306f\u3001AI\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u3001DRAM\u3068NAND\u306e\u9700\u7d66\u306f2026\u5e74\u307e\u3067\u903c\u8feb\u3057\u305f\u72b6\u614b\u304c\u7d9a\u304f\u3068\u8ff0\u3079\u305f\u3002\u540c\u793e\u306fHBM4\u6280\u8853\u306b\u3088\u308b\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u53ce\u76ca\u3092\u7406\u7531\u306b\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u76ee\u6a19\u682a\u4fa1\u3092675\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u3001\u7d0460%\u306e\u4e0a\u6607\u4f59\u5730\u3092\u793a\u5506\u3057\u305f\u3002<\/p>\n

\u30de\u30a4\u30af\u30ed\u30f3\u306e\u6838\u5fc3\u7684\u306a\u512a\u4f4d\u6027\u306f\u3001DRAM\u3068HBM\u306e\u53f0\u982d\u3092\u6d3b\u7528\u3059\u308b\u3068\u540c\u6642\u306b\u3001NAND\u3084\u5e83\u7bc4\u306a\u30e1\u30e2\u30ea\u4e0d\u8db3\u304b\u3089\u3082\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u70b9\u306b\u3042\u308b\u3002<\/p>\n

Reuters\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u3068\u4f9b\u7d66\u4e0d\u8db3\u304c\u5f15\u304d\u7d9a\u304d\u30e1\u30e2\u30ea\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u308b\u3068\u6307\u6458\u3057\u305f\u3002<\/p>\n

TrendForce\u306f\u3001\u30c1\u30c3\u30d7\u4fa1\u683c\u304c2026\u5e74\u7b2c1\u56db\u534a\u671f\u307e\u3067\u5927\u5e45\u306a\u4e0a\u6607\u50be\u5411\u3092\u7d9a\u3051\u308b\u3068\u3055\u3048\u4e88\u6e2c\u3057\u3066\u3044\u308b\u3002<\/p>\n

Barron’s\u3082\u3001\u5e02\u5834\u306e\u671f\u5f85\u306b\u3088\u308c\u3070\u30de\u30a4\u30af\u30ed\u30f3\u306e\u6b21\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u30681\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f\u5f15\u304d\u7d9a\u304d\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u30e1\u30e2\u30ea\u4e0d\u8db3\u306f2027\u5e74\u4ee5\u964d\u3082\u7d9a\u304f\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u8a00\u53ca\u3057\u305f\u3002<\/p>\n

\u3055\u3089\u306b\u91cd\u8981\u306a\u3053\u3068\u306b\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SanDisk\uff09\u307b\u3069\u5272\u9ad8\u3067\u306f\u306a\u304f\u3001SK Hynix\u306e\u3088\u3046\u306b\u5358\u4e00\u306e\u9ad8\u53ce\u76ca\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5e02\u5834\u306e\u6ce8\u76ee\u304c\u904e\u5ea6\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u3082\u306a\u3044\u3002<\/p>\n

\u305d\u306e\u5f37\u307f\u306f\u3001\u3088\u308a\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u69cb\u9020\u306b\u3042\u308b\u3002\u3059\u306a\u308f\u3061\u3001HBM\u306e\u6210\u9577\u6027\u3001DRAM\u304a\u3088\u3073NAND\u306e\u30b5\u30a4\u30af\u30eb\u7684\u306a\u5f3e\u529b\u6027\u3001\u305d\u3057\u3066\u7c73\u56fd\u4e0a\u5834\u4f01\u696d\u3068\u3057\u3066\u306e\u6d41\u52d5\u6027\u3068\u6295\u8cc7\u9069\u683c\u6027\u3092\u517c\u306d\u5099\u3048\u3066\u3044\u308b\u3053\u3068\u3060\u3002\u78ba\u5b9f\u6027\u3068\u4e0a\u6607\u4f59\u5730\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u6c42\u3081\u308b\u591a\u304f\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u73fe\u5728\u306e\u30ea\u30b9\u30af\u30fb\u30ea\u30ef\u30fc\u30c9\u6bd4\u306f3\u793e\u306e\u4e2d\u3067\u6700\u3082\u597d\u307e\u3057\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\n<\/div>\n

\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff1a\u6700\u5f37\u306e\u5e02\u5834\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u9298\u67c4<\/p>\n

\n

3\u793e\u306e\u4e2d\u3067\u3001SanDisk\u306e\u682a\u4fa1\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306f\u6700\u3082\u6975\u7aef\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u6700\u65b0\u306e\u5e02\u5834\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001SNDK\u306f\u7d04952.50\u30c9\u30eb\u3067\u53d6\u5f15\u3055\u308c\u3066\u304a\u308a\u3001\u65e5\u4e2d\u9ad8\u5024953.41\u30c9\u30eb\u3092\u4ed8\u3051\u3066\u5fc3\u7406\u7684\u7bc0\u76ee\u306e1,000\u30c9\u30eb\u306b\u8feb\u3063\u3066\u3044\u308b\u3002\u682a\u4fa1\u306f\u5e74\u521d\u6765\u3067300\uff05\u4ee5\u4e0a\u6025\u9a30\u3057\u3066\u304a\u308a\u3001\u904e\u53bb12\u30ab\u6708\u9593\u306e\u7d2f\u8a08\u4e0a\u6607\u7387\u306f\u7d0430\u500d\u306b\u9054\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u4e3b\u306bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3051\u308b\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u306e\u7206\u767a\u7684\u306a\u5897\u52a0\u304c\u727d\u5f15\u3057\u3066\u3044\u308b\u3002<\/p>\n

SanDisk\u306b\u95a2\u3059\u308b\u8ad6\u7406\u3082\u6975\u3081\u3066\u660e\u5feb\u3060\u3002AI\u306e\u6f14\u7b97\u80fd\u529b\u306bGPU\u304c\u5fc5\u8981\u3067\u3042\u308c\u3070\u3001AI\u30c7\u30fc\u30bf\u306e\u5b9f\u88c5\u306f\u3001\u5927\u5bb9\u91cf\u3001\u9ad8\u901f\u3001\u4f4e\u30b3\u30b9\u30c8\u306a\u30b9\u30c8\u30ec\u30fc\u30b8\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002SanDisk\u306f\u3053\u306e\u5206\u91ce\u3067\u5b8c\u74a7\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u7bc9\u3044\u3066\u304a\u308a\u3001Nasdaq 100\u3078\u306e\u63a1\u7528\u306f\u3001\u30d1\u30c3\u30b7\u30d6\u30d5\u30a1\u30f3\u30c9\u306b\u3088\u308b\u3055\u3089\u306a\u308b\u8cc7\u91d1\u6d41\u5165\u3068\u5e02\u5834\u3067\u306e\u8a8d\u77e5\u5ea6\u5411\u4e0a\u3092\u3082\u305f\u3089\u3059\u3060\u308d\u3046\u3002<\/p>\n

\u3057\u304b\u3057\u3001SanDisk\u306e\u8ab2\u984c\u3082\u307e\u305f\u6700\u3082\u9855\u8457\u3067\u3042\u308b\u3002\u6025\u6fc0\u306a\u4e0a\u6607\u306b\u3088\u308a\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3084\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u3082\u306f\u3084\u5272\u5b89\u3068\u306f\u8a00\u3048\u306a\u3044\u3002\u540c\u793e\u682a\u306f\u3001\u5b89\u5b9a\u3057\u305f\u30d0\u30ea\u30e5\u30fc\u91cd\u8996\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u9298\u67c4\u3068\u3044\u3046\u3088\u308a\u3082\u3001\u30cf\u30a4\u30d9\u30fc\u30bf\u306e\u30e2\u30e1\u30f3\u30bf\u30e0\u9298\u67c4\u306e\u69d8\u76f8\u3092\u5448\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u7a4d\u6975\u7684\u306a\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u305d\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f\u9b45\u529b\u7684\u3060\u304c\u3001\u591a\u304f\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u3001\u73fe\u6642\u70b9\u3067\u6700\u826f\u306e\u30ea\u30b9\u30af\u30fb\u30ea\u30ef\u30fc\u30c9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3068\u3044\u3046\u3088\u308a\u3082\u3001\u3080\u3057\u308d\u300c\u5e02\u5834\u5fc3\u7406\u306e\u5897\u5e45\u5668\u300d\u3068\u3057\u3066\u306e\u5074\u9762\u304c\u5f37\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n<\/div>\n

3\u793e\u306e\u3046\u3061\u3001\u3088\u308a\u6295\u8cc7\u4fa1\u5024\u304c\u9ad8\u3044\u306e\u306f\u3069\u306e\u4f01\u696d\u304b\u3002<\/p>\n

\n

\u3053\u308c\u30893\u793e\u3092\u6a2a\u4e26\u3073\u3067\u6bd4\u8f03\u3059\u308b\u3068\u3001\u305d\u306e\u7d50\u8ad6\u306f\u975e\u5e38\u306b\u660e\u78ba\u306b\u306a\u308b\u3002<\/p>\n

SK Hynix\u306e\u5f37\u307f\u306f\u696d\u754c\u306b\u304a\u3051\u308b\u652f\u914d\u7684\u306a\u5730\u4f4d\u3001\u6700\u9ad8\u6c34\u6e96\u306eHBM\u306e\u53c2\u5165\u969c\u58c1\u3001\u512a\u308c\u305f\u5229\u76ca\u7387\u306e\u5f3e\u529b\u6027\u306b\u3042\u308a\u3001Micron\u306e\u512a\u4f4d\u6027\u306b\u306f\u5272\u5b89\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3001\u3088\u308a\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u4e8b\u696d\u3001\u305d\u3057\u3066\u4e0a\u6607\u4f59\u5730\u3068\u5b89\u5168\u57df\u306e\u517c\u5099\u304c\u6319\u3052\u3089\u308c\u308b\u3002\u4e00\u65b9\u3001SanDisk\u306f\u6700\u5f37\u306e\u5e02\u5834\u52e2\u3044\u3001\u6975\u3081\u3066\u9ad8\u3044\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u3001\u305d\u3057\u3066\u6700\u3082\u51dd\u7e2e\u3055\u308c\u305fAI\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u3002<\/p>\n

\u5358\u7d14\u306b\u300c\u3069\u3053\u304c\u6700\u5f37\u304b\u300d\u3068\u3044\u3046\u554f\u3044\u3067\u3042\u308c\u3070\u3001\u7b54\u3048\u306f\u304a\u305d\u3089\u304fSK Hynix\u3067\u3042\u308a\u3001\u300c\u3069\u3053\u304c\u6700\u3082\u5272\u5b89\u304b\u300d\u3067\u3042\u308c\u3070Micron\u3001\u305d\u3057\u3066\u300c\u3069\u3053\u304c\u6700\u3082\u52e2\u3044\u304c\u3042\u308b\u304b\u300d\u3067\u3042\u308c\u3070\u9593\u9055\u3044\u306a\u304fSanDisk\u3060\u308d\u3046\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u300c\u4eca\u3001\u3069\u3061\u3089\u304c\u3088\u308a\u512a\u308c\u305f\u6295\u8cc7\u5bfe\u8c61\u304b\u300d\u3068\u3044\u3046\u554f\u3044\u3067\u3042\u308c\u3070\u3001\u7d50\u8ad6\u306fMicron\u306b\u50be\u304f\u3002<\/p>\n

\u7406\u7531\u306f\u660e\u5feb\u3060\u3002Micron\u306fAI\u30e1\u30e2\u30ea\u30fc\u4e0d\u8db3\u306b\u3088\u308b\u696d\u754c\u306e\u8ffd\u3044\u98a8\u3092\u4eab\u53d7\u3057\u3064\u3064\u3001SanDisk\u3067\u898b\u3089\u308c\u308b\u3088\u3046\u306a\u904e\u5ea6\u306a\u4fa1\u683c\u6025\u9a30\u3092\u7d4c\u9a13\u3057\u3066\u3044\u306a\u3044\u3002\u3055\u3089\u306b\u3001\u305d\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u696d\u754c\u306e\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u306b\u5bfe\u3057\u3066\u4f9d\u7136\u3068\u3057\u3066\u59a5\u5f53\u306a\u6c34\u6e96\u306b\u3042\u308a\u3001\u904e\u5ea6\u306a\u30ea\u30b9\u30af\u3092\u8ca0\u308f\u305a\u306b\u30b9\u30c8\u30ec\u30fc\u30b8\u30fb\u30b5\u30a4\u30af\u30eb\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u78ba\u4fdd\u3057\u305f\u3044\u6295\u8cc7\u5bb6\u306b\u7279\u306b\u9069\u3057\u3066\u3044\u308b\u3002<\/p>\n

SK Hynix\u306fHBM\u306e\u9577\u671f\u30b5\u30a4\u30af\u30eb\u306b\u5f37\u6c17\u306a\u6295\u8cc7\u5bb6\u306b\u3001SanDisk\u306f\u9ad8\u3044\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3068\u5f37\u529b\u306a\u30c6\u30fc\u30de\u3092\u8ffd\u3046\u6295\u8cc7\u5bb6\u306b\u9069\u3057\u3066\u304a\u308a\u3001Micron\u306f3\u793e\u306e\u4e2d\u3067\u6700\u3082\u300c\u30b3\u30a2\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u300d\u3068\u3057\u3066\u4fdd\u6709\u3057\u7d9a\u3051\u3089\u308c\u308b\u9298\u67c4\u3067\u3042\u308b\u3002<\/p>\n

\u6700\u8fd1\u306eMicrosoft\u306b\u3088\u308bSurface\u306e\u5024\u4e0a\u3052\u306f\u3001\u30e1\u30e2\u30ea\u30fc\u4e0d\u8db3\u304c\u77ed\u671f\u7684\u306a\u554f\u984c\u3067\u306f\u306a\u304f\u3001\u696d\u754c\u306e\u4fa1\u683c\u4f53\u7cfb\u3092\u7a4d\u6975\u7684\u306b\u518d\u7de8\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u73fe\u5b9f\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u305f\u3002\u771f\u306e\u8ad6\u70b9\u306f\u3001\u8ab0\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u304b\u3067\u306f\u306a\u304f\u3001\u305d\u306e\u6069\u6075\u304c\u9855\u5728\u5316\u3057\u305f\u5f8c\u306b\u8ab0\u304c\u3088\u308a\u512a\u308c\u305f\u6295\u8cc7\u53ce\u76ca\u3092\u3082\u305f\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3067\u3042\u308b\u3002<\/p>\n<\/div>\n

\n

\u3053\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306fAI\u3092\u4f7f\u7528\u3057\u3066\u7ffb\u8a33\u3055\u308c\u3001\u660e\u78ba\u3055\u3092\u78ba\u8a8d\u3057\u307e\u3057\u305f\u3002\u60c5\u5831\u63d0\u4f9b\u306e\u307f\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/div>\n<\/div>\n

\u514d\u8cac\u4e8b\u9805\uff1a\u672c\u8a18\u4e8b\u306e\u5185\u5bb9\u306f\u57f7\u7b46\u8005\u306e\u500b\u4eba\u7684\u898b\u89e3\u306b\u57fa\u3065\u304f\u3082\u306e\u3067\u3042\u308a\u3001Tradingkey\u306e\u516c\u5f0f\u898b\u89e3\u3092\u53cd\u6620\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u52a9\u8a00\u3068\u3057\u3066\u89e3\u91c8\u3055\u308c\u308b\u3079\u304d\u3067\u306f\u306a\u304f\u3001\u3042\u304f\u307e\u3067\u53c2\u8003\u60c5\u5831\u3068\u3057\u3066\u3054\u5229\u7528\u304f\u3060\u3055\u3044\u3002\u8aad\u8005\u306f\u672c\u8a18\u4e8b\u306e\u5185\u5bb9\u306e\u307f\u306b\u57fa\u3065\u3044\u3066\u6295\u8cc7\u5224\u65ad\u3092\u884c\u3046\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u672c\u8a18\u4e8b\u306b\u4f9d\u62e0\u3057\u305f\u53d6\u5f15\u7d50\u679c\u306b\u3064\u3044\u3066\u3001Tradingkey\u306f\u4e00\u5207\u306e\u8cac\u4efb\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u307e\u305f\u3001Tradingkey\u306f\u8a18\u4e8b\u5185\u5bb9\u306e\u6b63\u78ba\u6027\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306b\u969b\u3057\u3066\u306f\u3001\u95a2\u9023\u3059\u308b\u30ea\u30b9\u30af\u3092\u5341\u5206\u306b\u7406\u89e3\u3059\u308b\u305f\u3081\u3001\u72ec\u7acb\u3057\u305f\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u76f8\u8ac7\u3055\u308c\u308b\u3053\u3068\u3092\u63a8\u5968\u3057\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

TradingKey – \u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 ( MSFT) \u304cSurface\u306e\u4fa1\u683c\u3092\u5f15\u304d\u4e0a\u3052\u3001\u30e1\u30e2\u30ea\u4e0d\u8db3\u306b\u5bfe\u3059\u308b\u5e02\u5834\u306e\u61f8\u5ff5\u3092\u8a98\u767a\u3002\u30b9\u30c8\u30ec\u30fc\u30b8\u95a2\u9023\u9298\u67c4\u304c\u4f9d\u7136\u3068\u3057\u3066\u6295\u8cc7\u6a5f\u4f1a\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u5506\u3002 \u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8<\/p>\n","protected":false},"author":2,"featured_media":381414,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[156929],"tags":[88176,117596,15363],"class_list":{"0":"post-381413","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investment","8":"tag-investment","9":"tag-toshi","10":"tag-15363"},"share_on_mastodon":{"url":"https:\/\/wakoka.com\/@life\/116403072277193471","error":""},"_links":{"self":[{"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/posts\/381413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/comments?post=381413"}],"version-history":[{"count":0,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/posts\/381413\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/media\/381414"}],"wp:attachment":[{"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/media?parent=381413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/categories?post=381413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wacoca.com\/life\/wp-json\/wp\/v2\/tags?post=381413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}