\u4e2d\u56fd\u306e\u83ef\u70ba\u6280\u8853\uff08\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\uff09\u304c\u540c\u793e\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u300cAscend\u300d\u30b7\u30ea\u30fc\u30ba\u306e\u4e00\u90e8\u3067\u3001\u30a2\u30b8\u30a2\u5927\u624b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306e\u5148\u7aef\u90e8\u54c1\u3092\u4f7f\u7528\u3057\u3066\u3044\u305f\u3053\u3068\u304c\u8abf\u67fb\u4f1a\u793e\u306e\u89e3\u6790\u3067\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u3002AI\u534a\u5c0e\u4f53\u306e\u56fd\u7523\u5316\u3092\u76ee\u6307\u3059\u4e2d\u56fd\u3060\u304c\u3001\u4f9d\u7136\u3068\u3057\u3066\u6d77\u5916\u88fd\u30cf\u30fc\u30c9\u30a6\u30a8\u30a2\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u5b9f\u614b\u304c\u6d6e\u304d\u5f6b\u308a\u3068\u306a\u3063\u305f\u3002<\/p>\n
\u3000\u3000\u30ab\u30ca\u30c0\u306e\u8abf\u67fb\u4f1a\u793e\u30c6\u30c3\u30af\u30a4\u30f3\u30b5\u30a4\u30c4\u306f\u8cc7\u6599\u3067\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u7b2c3\u4e16\u4ee3\u300cAscend 910C\u300d\u30c1\u30c3\u30d7\u306e\u8907\u6570\u30b5\u30f3\u30d7\u30eb\u3092\u5206\u89e3\u8abf\u67fb\u3057\u305f\u7d50\u679c\u3001\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\uff08TSMC\uff09\u304a\u3088\u3073\u97d3\u56fd\u306e\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u90e8\u54c1\u304c\u4f7f\u308f\u308c\u3066\u3044\u305f\u3068\u767a\u8868\u3057\u305f\u3002<\/p>\n
\u3000\u3000\u30c6\u30c3\u30af\u30a4\u30f3\u30b5\u30a4\u30c4\u306e\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u5411\u3051\u306b\u4f7f\u7528\u3055\u308c\u305f\u30c0\u30a4\uff08die\uff09\u306e\u88fd\u9020\u5143\u306fTSMC\u3060\u3063\u305f\u3002\u30c0\u30a4\u306f\u534a\u5c0e\u4f53\u30a6\u30a8\u30cf\u30fc\u4e0a\u306b\u4e26\u3076\u96fb\u5b50\u56de\u8def\u3002<\/p>\n
\u3000\u3000\u307e\u305f\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c\u88fd\u9020\u3057\u305f\u65e7\u4e16\u4ee3\u306e\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\uff08HBM\uff09\u300cHBM2E\u300d\u3082\u642d\u8f09\u3055\u308c\u3066\u3044\u305f\u3002\u4e21\u793e\u306e\u90e8\u54c1\u306f\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u30b5\u30f3\u30d7\u30eb\u3067\u78ba\u8a8d\u3055\u308c\u305f\u3068\u3044\u3046\u3002<\/p>\n
\u3000\u3000\u4e2d\u56fd\u672c\u571f\u306f\u5927\u578b\u9023\u4f11\u4e2d\u3067\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u30b3\u30e1\u30f3\u30c8\u306e\u8981\u8acb\u306b\u5fdc\u3058\u306a\u304b\u3063\u305f\u3002<\/p>\n
\u6d77\u5916\u88fd\u54c1\u306e\u5728\u5eab<\/p>\n
\u3000\u3000\u6df1\u5733\u306b\u672c\u793e\u3092\u7f6e\u304f\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u3001\u30c8\u30e9\u30f3\u30d7\u653f\u6a291\u671f\u76ee\u304b\u3089\u7c73\u5f53\u5c40\u306e\u6a19\u7684\u3068\u306a\u3063\u3066\u304d\u305f\u3002\u7c73\u653f\u5e9c\u306f\u9577\u5e74\u306b\u308f\u305f\u308b\u53d6\u308a\u7d44\u307f\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u53f0\u982d\u3092\u6291\u5236\u3057\u3088\u3046\u3068\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u3092\u7981\u8f38\u30ea\u30b9\u30c8\u306b\u8ffd\u52a0\u3057\u3001\u540c\u793e\u3078\u306e\u6280\u8853\u4f9b\u7d66\u3092\u5236\u9650\u3057\u305f\u3002<\/p>\n
\u3000\u3000\u7c73\u56fd\u306e\u5236\u7d04\u306f\u3055\u3089\u306b\u5e83\u304c\u308a\u3001AI\u5411\u3051\u534a\u5c0e\u4f53\u305d\u306e\u3082\u306e\u3084\u305d\u308c\u3068\u7d44\u307f\u5408\u308f\u305b\u3066\u4f7f\u7528\u3055\u308c\u308bHBM\u3001\u305d\u3057\u3066\u3053\u3046\u3057\u305f\u88fd\u54c1\u306e\u88fd\u9020\u306b\u5fc5\u8981\u306a\u88c5\u7f6e\u3084\u90e8\u54c1\u306b\u307e\u3067\u8f38\u51fa\u898f\u5236\u3092\u8ab2\u3057\u3066\u3044\u308b\u3002<\/p>\n
\u3000\u3000\u3053\u3046\u3057\u305f\u653f\u7b56\u306f\u3001\u4e2d\u56fd\u304c\u6700\u5148\u7aefAI\u30b7\u30b9\u30c6\u30e0\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3092\u5236\u9650\u3059\u308b\u72d9\u3044\u306b\u52a0\u3048\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u3084\u305d\u306e\u4ed6\u306e\u4e2d\u56fd\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u304c\u88fd\u9020\u80fd\u529b\u3092\u9ad8\u3081\u3001\u7c73\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306b\u4e16\u754c\u5e02\u5834\u3067\u6311\u3080\u3053\u3068\u3092\u9632\u3050\u76ee\u7684\u3082\u3042\u308b\u3002<\/p>\n
\u3000\u3000\u4e2d\u56fd\u5f53\u5c40\u306f\u4e00\u65b9\u3067\u3001\u56fd\u5185\u534a\u5c0e\u4f53\u696d\u754c\u3092\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u4f9d\u5b58\u304b\u3089\u8131\u5374\u3055\u305b\u3088\u3046\u3068\u56f3\u3063\u3066\u304a\u308a\u3001\u305d\u3046\u3057\u305f\u4e2d\u3067\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e910C\u306f\u56fd\u5185\u3067\u6700\u3082\u7af6\u4e89\u529b\u306e\u3042\u308b\u88fd\u54c1\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n
\u3000\u3000\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u56fd\u5185\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u3088\u308b910C\u306e\u751f\u7523\u62e1\u5927\u3092\u9032\u3081\u3066\u3044\u308b\u304c\u3001\u4ee5\u524d\u78ba\u4fdd\u3057\u3066\u3044\u305f\u6d77\u5916\u88fd\u54c1\u306e\u5728\u5eab\u304c\u6975\u3081\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u304d\u305f\u3002<\/p>\n
\u3000\u3000\u4ee3\u8868\u7684\u306a\u4e8b\u4f8b\u3068\u3057\u3066\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306fTSMC\u3067\u88fd\u9020\u3055\u308c\u305f\u6570\u767e\u4e07\u500b\u306e\u30c0\u30a4\u3092\u8abf\u9054\u3059\u308b\u3053\u3068\u306b\u6210\u529f\u3002\u3053\u308c\u306f\u7b97\u80fd\uff08Sophgo\uff09\u3068\u3044\u3046\u4ef2\u4ecb\u4f1a\u793e\u3092\u901a\u3058\u305f\u3082\u306e\u3067\u3001\u540c\u793e\u306f\u4e2d\u56fd\u4f01\u696d\u3078\u306e\u8ee2\u58f2\u3092\u4e8b\u524d\u306b\u958b\u793a\u3057\u3066\u3044\u306a\u304b\u3063\u305f\u3002<\/p>\n
\u3000\u3000TSMC\u306f\u7b97\u80fd\u3068\u306e\u53d6\u5f15\u3092\u505c\u6b62\u3057\u3001\u7c73\u653f\u5e9c\u306b\u901a\u5831\u3002\u7c73\u653f\u5e9c\u306f\u7b97\u80fd\u306b\u5236\u88c1\u3092\u79d1\u3057\u305f\u3002\u305d\u308c\u3067\u3082\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u30c0\u30a4\u306e\u5728\u5eab\u63a8\u8a08290\u4e07\u500b\u3092Ascend\u30b7\u30ea\u30fc\u30ba\u306b\u6d3b\u7528\u3057\u3001910C\u5411\u3051\u306b\u4eca\u5e74\u3044\u3063\u3071\u3044\u306f\u5341\u5206\u306b\u78ba\u4fdd\u3067\u304d\u308b\u898b\u901a\u3057\u3060\u3068\u3001\u30bb\u30df\u30a2\u30ca\u30ea\u30b7\u30b9\u306e\u30c7\u30a3\u30e9\u30f3\u30fb\u30d1\u30c6\u30eb\u6c0f\u3089\u5c02\u9580\u5bb6\u306f\u5206\u6790\u3057\u3066\u3044\u308b\u3002<\/p>\n
\u3000\u3000\u30c6\u30c3\u30af\u30a4\u30f3\u30b5\u30a4\u30c4\u304c\u6700\u8fd1\u8abf\u67fb\u3057\u305f910C\u306b\u3064\u3044\u3066\u3001TSMC\u306f\u30c6\u30c3\u30af\u30a4\u30f3\u30b5\u30a4\u30c4\u306b\u3088\u308a2024\u5e7410\u6708\u306b\u5206\u6790\u3055\u308c\u305f\u30c0\u30a4\u3067\u69cb\u6210\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u3060\u3068\u6307\u6458\u3002\u300c\u65b0\u3057\u304f\u88fd\u9020\u3055\u308c\u305f\u3082\u306e\u3084\u9ad8\u5ea6\u306a\u6280\u8853\u306b\u3088\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3002\u51fa\u8377\u3068\u88fd\u9020\u306f\u505c\u6b62\u3057\u3066\u3044\u308b\u300d\u3068\u8cc7\u6599\u3067\u8aac\u660e\u3057\u305f\u3002<\/p>\n
\u3000\u3000TSMC\u306f\u3001\u5168\u3066\u306e\u8f38\u51fa\u898f\u5236\u3092\u9806\u5b88\u3057\u3066\u304a\u308a\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306b\u306f20\u5e749\u6708\u4e2d\u65ec\u4ee5\u964d\u3001\u4f9b\u7d66\u3057\u3066\u3044\u306a\u3044\u3068\u5f37\u8abf\u3057\u305f\u3002<\/p>\n
AI\u30b7\u30b9\u30c6\u30e0\u306b\u4e0d\u53ef\u6b20<\/p>\n
\u3000\u3000HBM\u306b\u3064\u3044\u3066\u3082\u8ab2\u984c\u304c\u3042\u308b\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u3001\u7c73\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068\u7af6\u5408\u3057\u3001\u3053\u306e\u5206\u91ce\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n
\u3000\u3000HBM\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u306a\u3069AI\u30b7\u30b9\u30c6\u30e0\u306b\u4e0d\u53ef\u6b20\u306a\u90e8\u54c1\u3067\u3001\u901a\u5e38\u306f\u7279\u5b9a\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3068\u7d44\u307f\u5408\u308f\u305b\u3066\u88fd\u9020\u3055\u308c\u308b\u3002\u6280\u8853\u7684\u306b\u6975\u3081\u3066\u8907\u96d1\u3067\u3001DRAM\uff08\u8a18\u61b6\u4fdd\u6301\u52d5\u4f5c\u304c\u5fc5\u8981\u306a\u968f\u6642\u66f8\u304d\u8fbc\u307f\u8aad\u307f\u51fa\u3057\u30e1\u30e2\u30ea\u30fc\uff09\u306e\u5206\u91ce\u3067\u5148\u884c\u3059\u308b\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3067\u3055\u3048\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u5411\u3051HBM\u306e\u9069\u5408\u8a8d\u5b9a\u3092\u5f97\u308b\u306e\u306b\u6570\u5e74\u3092\u8981\u3057\u305f\u3002<\/p>\n
\u3000\u3000\u7c73\u56fd\u306f24\u5e74\u5f8c\u534a\u306b\u300cHBM2\u300d\u304a\u3088\u3073\u305d\u308c\u4ee5\u964d\u306e\u5148\u7aef\u30e2\u30c7\u30eb\u306e\u5bfe\u4e2d\u8ca9\u58f2\u3092\u898f\u5236\u3002\u3055\u3089\u306b\u9577\u946b\u5b58\u5132\u6280\u8853\uff08CXMT\uff09\u306a\u3069\u4e2d\u56fd\u30e1\u30fc\u30ab\u30fc\u306e\u751f\u7523\u80fd\u529b\u3092\u5236\u9650\u3059\u308b\u898f\u5236\u3092\u5f37\u5316\u3057\u305f\u3002<\/p>\n
\u3000\u3000\u30bb\u30df\u30a2\u30ca\u30ea\u30b7\u30b9\u306b\u3088\u308b\u3068\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306fTSMC\u306e\u30ed\u30b8\u30c3\u30af\u30a6\u30a8\u30cf\u30fc\u3092\u5099\u84c4\u3057\u305f\u306e\u3068\u540c\u69d8\u306b\u3001HBM\u5728\u5eab\u3082\u7a4d\u307f\u4e0a\u3052\u3066\u3044\u305f\u3068\u3044\u3046\u3002\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u304c\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3084SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306eHBM\u3092\u3044\u3064\u3001\u3069\u306e\u3088\u3046\u306b\u5165\u624b\u3057\u305f\u306e\u304b\u306f\u660e\u3089\u304b\u306b\u306a\u3063\u3066\u3044\u306a\u3044\u3002<\/p>\n
\u3000\u3000SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u3001\u300c20\u5e74\u306e\u898f\u5236\u5c0e\u5165\u5f8c\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u3068\u306e\u5168\u53d6\u5f15\u3092\u505c\u6b62\u3057\u305f\u3002\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u3092\u542b\u3080\u5168\u3066\u306e\u95a2\u9023\u6cd5\u898f\u5236\u3092\u53b3\u683c\u306b\u9806\u5b88\u3057\u3066\u3044\u308b\u300d\u3068\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u51fa\u3057\u305f\u3002\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3082\u5f15\u304d\u7d9a\u304d\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u3092\u300c\u53b3\u683c\u306b\u9806\u5b88\u300d\u3057\u3066\u304a\u308a\u3001\u300c\u898f\u5236\u306b\u8a18\u8f09\u3055\u308c\u305f\u4f01\u696d\u3068\u306e\u4e8b\u696d\u95a2\u4fc2\u306f\u4e00\u5207\u306a\u3044\u300d\u3068\u8868\u660e\u3057\u305f\u3002<\/p>\n
\u3000\u3000\u30bb\u30df\u30a2\u30ca\u30ea\u30b7\u30b9\u306b\u3088\u308c\u3070\u3001\u4e2d\u56fd\u306eCXMT\u306fHBM\u3067\u4e00\u5b9a\u306e\u9032\u5c55\u3092\u898b\u305b\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u4f9d\u7136\u3068\u3057\u3066\u6d77\u5916\u88fd\u54c1\u3078\u306e\u4f9d\u5b58\u5ea6\u304c\u9ad8\u3044\u3002\u5728\u5eab\u304c\u6e1b\u308a\u3001\u300c\u5e74\u672b\u307e\u3067\u306b\u306f\u4e2d\u56fd\u306fHBM\u3067\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u76f4\u9762\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u300d\u3068\u3044\u3046\u3002<\/p>\n
\u539f\u984c\uff1aHuawei Used TSMC, Samsung, SK Hynix Components in Top AI Chips\uff08\u629c\u7c8b\uff09<\/p>\n
\u2014 \u53d6\u6750\u5354\u529b Yoolim Lee, Yuan Gao, Debby Wu and Peter Elstrom<\/p>\n
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