{"id":445453,"date":"2026-08-20T02:39:13","date_gmt":"2026-08-20T02:39:13","guid":{"rendered":"https:\/\/www.wacoca.com\/life\/445453\/"},"modified":"2026-08-20T02:39:13","modified_gmt":"2026-08-20T02:39:13","slug":"%e9%9f%93%e5%9b%bd%e3%81%aesk-hynix%e3%80%8140%e5%85%86%e3%82%a6%e3%82%a9%e3%83%b3%e3%81%ae%e8%87%aa%e7%a4%be%e6%a0%aa%e6%b6%88%e5%8d%b4%e3%82%92%e8%b6%85%e3%81%88%e3%80%8c%e5%85%89%e3%80%8d%e3%81%a7a","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/life\/445453\/","title":{"rendered":"\u97d3\u56fd\u306eSK Hynix\u300140\u5146\u30a6\u30a9\u30f3\u306e\u81ea\u793e\u682a\u6d88\u5374\u3092\u8d85\u3048\u300c\u5149\u300d\u3067AI\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u89e3\u6d88\u3078 \u2014 BigGo \u30d5\u30a1\u30a4\u30ca\u30f3\u30b9"},"content":{"rendered":"<div id=\"\">\n<div style=\"display:contents\">\n<p>\u97d3\u56fd\u306eSK Hynix\u304c40\u5146\u30a6\u30a9\u30f3\uff08\u7d044.5\u5146\u5186\uff09\u898f\u6a21\u306e\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u30fb\u6d88\u5374\u306e\u767a\u8868\u3068\u540c\u6642\u306b\u3001\u6b21\u4e16\u4ee3\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30a4\u30f3\u30d5\u30e9\u306e\u4e2d\u6838\u6280\u8853\u3068\u3055\u308c\u308b\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u6280\u8853\u306e\u9752\u5199\u771f\u3092\u63d0\u793a\u3057\u3001\u682a\u4e3b\u9084\u5143\u3068\u6280\u8853\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306e\u4e21\u8ef8\u3067\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u3002<\/p>\n<p>20\u65e5\u3001\u97d3\u56fd\u91d1\u878d\u76e3\u7763\u9662\u306e\u96fb\u5b50\u516c\u793a\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308b\u3068\u3001SK Hynix\u306f\u524d\u65e5\u306b\u53d6\u7de0\u5f79\u4f1a\u3092\u958b\u304d\u300111\u670819\u65e5\u307e\u3067\u306b\u5e02\u5834\u5185\u3067\u81ea\u793e\u682a2,407\u4e07\u682a\u3092\u7d0440\u5146\u30a6\u30a9\u30f3\u3067\u53d6\u5f97\u3057\u305f\u5f8c\u3001\u5168\u91cf\u3092\u6d88\u5374\u3059\u308b\u3053\u3068\u3092\u6c7a\u5b9a\u3057\u305f\u300218\u65e5\u306e\u7d42\u5024\u3067\u3042\u308b166\u4e072,000\u30a6\u30a9\u30f3\uff08\u7d0419\u4e07\u5186\uff09\u3092\u57fa\u6e96\u306b\u7b97\u5b9a\u3057\u305f\u53d6\u5f97\u4e88\u5b9a\u682a\u5f0f\u6570\u306f\u3001\u767a\u884c\u6e08\u307f\u682a\u5f0f\u7dcf\u6570\u306e3.3\uff05\u306b\u76f8\u5f53\u3059\u308b\u3002<\/p>\n<p>\u8a3c\u5238\u696d\u754c\u306f\u4eca\u56de\u306e\u767a\u8868\u304c\u682a\u4fa1\u53cd\u767a\u306e\u53f7\u7832\u306b\u306a\u308b\u3068\u524d\u5411\u304d\u306b\u8a55\u4fa1\u3057\u3064\u3064\u3082\u3001\u76ee\u6a19\u682a\u4fa1\u306f\u5f93\u6765\u6c34\u6e96\u3092\u7dad\u6301\u3057\u305f\u3002\u97d3\u56fdHanwha Investment &amp; Securities\u306f\u6295\u8cc7\u5224\u65ad\u300c\u8cb7\u3044\u300d\u3068\u76ee\u6a19\u682a\u4fa1315\u4e07\u30a6\u30a9\u30f3\uff08\u7d0436\u4e07\u5186\uff09\u3092\u7dad\u6301\u3057\u305f\u3002<\/p>\n<p>\u30d1\u30af\u30fb\u30b8\u30e5\u30cb\u30e7\u30f3Hanwha Investment &amp; Securities\u7814\u7a76\u54e1\u306f\u300c\u4eca\u56de\u306e40\u5146\u30a6\u30a9\u30f3\u306e\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u30fb\u6d88\u5374\u306f\u300119\u65e5\u306e\u7d42\u5024150\u4e07\u30a6\u30a9\u30f3\uff08\u7d0417\u4e07\u5186\uff09\u57fa\u6e96\u3067\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306e\u7d043.6\uff05\u3092\u8cb7\u3044\u4ed8\u3051\u3089\u308c\u308b\u898f\u6a21\u3067\u3001\u5168\u91cf\u6d88\u5374\u6642\u306b\u306f1\u682a\u5f53\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u304c\u7d043.8\uff05\u4e0a\u6607\u3059\u308b\u300d\u3068\u3057\u3001\u300c\u3088\u308a\u91cd\u8981\u306a\u306e\u306f\u3001\u4eca\u56de\u306e40\u5146\u30a6\u30a9\u30f3\u304c\u4e00\u904e\u6027\u306e\u9084\u5143\u306b\u7d42\u308f\u3089\u306a\u3044\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3068\u3044\u3046\u70b9\u3060\u300d\u3068\u5f37\u8abf\u3057\u305f\u3002<\/p>\n<p>SK Hynix\u306f2025\uff5e2027\u5e74\u306e\u7d2f\u7a4d\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08FCF\uff09\u306e50\uff05\u3092\u682a\u4e3b\u9084\u5143\u306b\u5145\u3066\u308b\u3068\u3044\u3046\u5f93\u6765\u65b9\u91dd\u3092\u300c50\uff05\u4ee5\u4e0a\u300d\u306b\u5909\u66f4\u3057\u305f\u3002\u540c\u793e\u306f\u4eca\u5f8c\u306e\u9084\u5143\u306b\u304a\u3044\u3066\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u30fb\u6d88\u5374\u306e\u6bd4\u91cd\u3092\u5927\u304d\u304f\u3059\u308b\u8a08\u753b\u3067\u3001\u56fa\u5b9a\u914d\u5f53\u3068\u7279\u5225\u914d\u5f53\u3092\u542b\u3080\u8ffd\u52a0\u9084\u5143\u306e\u898f\u6a21\u3068\u65b9\u5f0f\u306f10\u6708\u672b\u306e\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u767a\u8868\u3067\u516c\u958b\u3059\u308b\u4e88\u5b9a\u3060\u3002<\/p>\n<p>Hanwha Investment &amp; Securities\u306fSK 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Securities\u306f\u76ee\u6a19\u682a\u4fa1300\u4e07\u30a6\u30a9\u30f3\uff08\u7d0434\u4e07\u5186\uff09\u3092\u7dad\u6301\u3057\u305f\u3002\u30a4\u30fb\u30b8\u30e7\u30f3\u30a6\u30afSamsung Securities\u7814\u7a76\u54e1\u306f\u300c\u5e74\u521d\u306b\u65e2\u5b58\u4fdd\u6709\u306e\u81ea\u793e\u682a1,530\u4e07\u682a\u3092\u6d88\u5374\u3057\u305f\u306e\u306b\u7d9a\u304f\u4eca\u5e742\u56de\u76ee\u306e\u6d88\u5374\u3067\u3001\u97d3\u56fd\u4e0a\u5834\u4f01\u696d\u306e\u81ea\u793e\u682a\u6d88\u5374\u4e8b\u4f8b\u3068\u3057\u3066\u306f\u6700\u5927\u898f\u6a21\u300d\u3068\u3057\u3001\u300c40\u5146\u30a6\u30a9\u30f3\u306e\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u30fb\u6d88\u5374\u306f\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306e3.3\uff05\u3092\u6e1b\u5c11\u3055\u305b\u308b\u52b9\u679c\u304c\u3042\u308b\u300d\u3068\u8aac\u660e\u3057\u305f\u3002<\/p>\n<p>\u30a4\u7814\u7a76\u54e1\u306fSK Hynix\u306e\u682a\u4e3b\u9084\u5143\u304c\u30b0\u30ed\u30fc\u30d0\u30eb\u30e1\u30e2\u30ea\u4f01\u696d\u306e\u6d41\u308c\u3068\u8ecc\u3092\u4e00\u306b\u3059\u308b\u3068\u6307\u6458\u3057\u305f\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306f7\u670831\u65e5\u306b\u7d047\u5146\u30a6\u30a9\u30f3\uff088,000\u5104\u5186\uff09\u306e\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u3092\u767a\u8868\u3057\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f6\u6708\u306b\u7d046\u51463,000\u5104\u30a6\u30a9\u30f3\uff0845\u5104\u30c9\u30eb\uff09\u306e\u81ea\u793e\u682a\u8cb7\u3044\u4ed8\u3051\u3092\u5b9f\u65bd\u3057\u305f\u3002<\/p>\n<p>\u540c\u7814\u7a76\u54e1\u306f\u300c\u73fe\u5728\u306e\u682a\u5f0f\u5e02\u5834\u306b\u304a\u3051\u308b\u6838\u5fc3\u7684\u306a\u8ad6\u4e89\u306f\u3001AI\u30b5\u30a4\u30af\u30eb\u304c\u751f\u307f\u51fa\u3057\u305f\u30e1\u30e2\u30ea\u4f01\u696d\u306e\u524d\u4f8b\u306e\u306a\u3044\u5229\u76ca\u304c\u3069\u308c\u3060\u3051\u6301\u7d9a\u3059\u308b\u304b\u3060\u304c\u3001\u305d\u306e\u610f\u5473\u3067\u682a\u4e3b\u9084\u5143\u306e\u898f\u6a21\u3068\u671f\u9593\u306f\u5229\u76ca\u6301\u7d9a\u6027\u3092\u3069\u308c\u3060\u3051\u4fe1\u983c\u3057\u3066\u3044\u308b\u304b\u306b\u5bfe\u3059\u308b\u7d4c\u55b6\u9663\u306e\u56de\u7b54\u3060\u300d\u3068\u3057\u3001\u300c\u30ad\u30aa\u30af\u30b7\u30a2\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306a\u3069\u30e1\u30e2\u30ea\u4f01\u696d\u304c\u540c\u6642\u591a\u767a\u7684\u306b\u540c\u3058\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u53d6\u3063\u305f\u4e8b\u5b9f\u306f\u3001\u696d\u754c\u304c\u4eca\u56de\u306e\u30b5\u30a4\u30af\u30eb\u306e\u9032\u884c\u69d8\u76f8\u3068\u5229\u76ca\u6c34\u6e96\u3092\u904e\u53bb\u3068\u306f\u7570\u306a\u308b\u3068\u898b\u3066\u3044\u308b\u3053\u3068\u306e\u508d\u8a3c\u3060\u300d\u3068\u5206\u6790\u3057\u305f\u3002<\/p>\n<\/div>\n<div style=\"display:contents\">\n<p>\u97d3\u56fdNH Investment &amp; Securities\u306f\u300c\u4eca\u56de\u306e\u682a\u4e3b\u9084\u5143\u653f\u7b56\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d\u306b\u6bd4\u3079\u3066\u682a\u4e3b\u9084\u5143\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u5e02\u5834\u306e\u5426\u5b9a\u7684\u306a\u8a8d\u8b58\u3092\u4e00\u90e8\u89e3\u6d88\u3057\u305f\u300d\u3068\u3057\u3001\u300c\u682a\u4fa1\u306e\u4e0b\u5024\u3092\u5805\u56fa\u306b\u3059\u308b\u3060\u308d\u3046\u300d\u3068\u8a55\u4fa1\u3057\u305f\u3002\u97d3\u56fdIBK Investment &amp; Securities\u306f\u4eca\u5f8c3\u30ab\u6708\u9593\u306e2,400\u4e07\u682a\u4f59\u308a\u306e\u53d6\u5f97\u306b\u3064\u3044\u3066\u300c\u9700\u7d66\u6539\u5584\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u5f97\u308b\u6c34\u6e96\u300d\u3068\u3057\u3001\u300c\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306b\u6bd4\u3079\u3066\u4e0b\u843d\u3057\u305f\u682a\u4fa1\u306e\u53cd\u767a\u306e\u5951\u6a5f\u306b\u306a\u308b\u300d\u3068\u5206\u6790\u3057\u305f\u3002<\/p>\n<p>\u4e00\u65b9\u3001SK Hynix\u306f\u540c\u65e5\u3001\u6b21\u4e16\u4ee3AI\u30a4\u30f3\u30d5\u30e9\u306e\u4e2d\u6838\u6280\u8853\u3067\u3042\u308bCPO\uff08Co-Packaged Optics\uff09\u306e\u958b\u767a\u65b9\u5411\u6027\u3092\u307e\u3068\u3081\u305f\u8ad6\u6587\u3092\u4e16\u754c\u7684\u5b66\u8853\u8a8c\u300cNature 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Hynix 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