\u97d3\u56fd\u306e\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308bSK Hynix\u306f\u3001\u6b21\u4e16\u4ee3\u306e\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\uff08HBM\uff09\u3092\u91cf\u7523\u3059\u308b\u6e96\u5099\u304c\u6574\u3063\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u3001\u540c\u793e\u306e\u682a\u4fa1\u3092\u6025\u9a30\u3055\u305b\u308b\u8981\u56e0\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
HBM\u306f\u3001\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u7528\u306e\u30c1\u30c3\u30d7\u30bb\u30c3\u30c8\u3067\u4f7f\u7528\u3055\u308c\u308b\u30e1\u30e2\u30ea\u306e\u4e00\u7a2e\u3067\u3042\u308a\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306aAI\u306e\u5de8\u4eba\u3067\u3042\u308bNvidia\u306e\u30c1\u30c3\u30d7\u306b\u3082\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002Nvidia\u306fSK Hynix\u306e\u4e3b\u8981\u306a\u9867\u5ba2\u3067\u3042\u308b\u305f\u3081\u3001\u305d\u306e\u5f71\u97ff\u306f\u5927\u304d\u3044\u3067\u3059\u3002<\/p>\n
SK Hynix\u306f\u3001\u4eca\u5e74\u306e\u521d\u3081\u306b\u9867\u5ba2\u3078\u306eHBM4\u30c1\u30c3\u30d7\u306e\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3092\u958b\u59cb\u3057\u3001\u7af6\u5408\u306eSamsung Electronics\u3084Micron Technologies\u3092\u51cc\u304e\u3001\u696d\u754c\u3067\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u5f37\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u540c\u793e\u306f\u3001HBM4\u306e\u5185\u90e8\u691c\u8a3c\u3068\u54c1\u8cea\u4fdd\u8a3c\u30d7\u30ed\u30bb\u30b9\u3092\u5b8c\u4e86\u3057\u3001\u5927\u91cf\u751f\u7523\u306b\u5165\u308b\u6e96\u5099\u304c\u6574\u3063\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002SK Hynix\u306eHBM\u958b\u767a\u8cac\u4efb\u8005\u3067\u3042\u308bJoohwan Cho\u6c0f\u306f\u3001”HBM4\u306e\u958b\u767a\u306e\u5b8c\u4e86\u306f\u696d\u754c\u306b\u3068\u3063\u3066\u65b0\u305f\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3068\u306a\u308b”\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
HBM4\u306f\u3001\u52d5\u7684\u30e9\u30f3\u30c0\u30e0\u30a2\u30af\u30bb\u30b9\u30e1\u30e2\u30ea\uff08DRAM\uff09\u306e\u7b2c\u516d\u4e16\u4ee3\u3067\u3042\u308a\u3001\u500b\u4eba\u7528\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3001\u30ef\u30fc\u30af\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u30b5\u30fc\u30d0\u30fc\u306a\u3069\u3067\u4f7f\u7528\u3055\u308c\u308b\u30e1\u30e2\u30ea\u3067\u3059\u3002SK Hynix\u306e\u6700\u65b0\u306eHBM4\u88fd\u54c1\u306f\u3001\u524d\u4e16\u4ee3\u306b\u6bd4\u3079\u3066\u5e2f\u57df\u5e45\u304c\u500d\u5897\u3057\u3001\u96fb\u529b\u52b9\u7387\u304c40\uff05\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7279\u306b\u3001HBM4\u306fNvidia\u306e\u6b21\u4e16\u4ee3Rubin\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u5fc5\u8981\u306a\u4e3b\u8981\u306aAI\u30e1\u30e2\u30ea\u30c1\u30c3\u30d7\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30b8\u30a2\u3092\u62e0\u70b9\u3068\u3059\u308b\u534a\u5c0e\u4f53\u6295\u8cc7\u4f1a\u793eTriOrient\u306e\u526f\u793e\u9577\u3067\u3042\u308bDan Nystedt\u6c0f\u306f\u3001”SK Hynix\u306fNvidia\u306e\u91cd\u8981\u306a\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3042\u308a\u3001\u3053\u306e\u767a\u8868\u306b\u3088\u308a\u7af6\u5408\u306b\u5148\u3093\u3058\u3066\u3044\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u305f”\u3068\u8a9e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Samsung Electronics\u3068Micron\u306f\u3001HBM\u306b\u304a\u3044\u3066SK Hynix\u306b\u8ffd\u3044\u3064\u304f\u306e\u306b\u82e6\u52b4\u3057\u3066\u3044\u307e\u3059\u304c\u3001Micron\u306f\u9867\u5ba2\u3078\u306eHBM4\u88fd\u54c1\u306e\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3092\u958b\u59cb\u3057\u3066\u304a\u308a\u3001Samsung\u3082Nvidia\u306b\u3088\u308bHBM4\u30c1\u30c3\u30d7\u306e\u8a8d\u8a3c\u3092\u53d6\u5f97\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n
\u7af6\u4e89\u74b0\u5883\u304c\u5909\u5316\u3059\u308b\u4e2d\u3067\u3082\u3001SK Hynix\u306f\u5148\u884c\u3057\u7d9a\u3051\u30012026\u5e74\u307e\u3067\u306bHBM\u5e02\u5834\u306e\u7d0450\uff05\u3092\u5360\u6709\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068Counterpoint Research\u306e\u8abf\u67fb\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3067\u3042\u308bMS Hwang\u6c0f\u306f\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002SK Hynix\u306e\u682a\u4fa1\u306f\u3001\u30c1\u30c3\u30d7\u767a\u8868\u5f8c\u306b7\uff05\u4ee5\u4e0a\u4e0a\u6607\u3057\u30012000\u5e74\u4ee5\u6765\u306e\u9ad8\u5024\u306b\u9054\u3057\u307e\u3057\u305f\u30022025\u5e74\u306b\u306f\u3001Samsung Electronics\u3068Micron\u306e\u682a\u4fa1\u3082\u305d\u308c\u305e\u308c40\uff05\u300180\uff05\u4ee5\u4e0a\u306e\u4e0a\u6607\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n
SK Hynix\u306f\u3001HBM\u9700\u8981\u306e\u5897\u52a0\u306b\u3088\u308a\u30012024\u5e74\u6bd4\u3067\u5168\u4f53\u306e\u58f2\u4e0a\u306e77\uff05\u3092\u5360\u3081\u308b\u8a18\u9332\u7684\u306a\u55b6\u696d\u5229\u76ca\u3068\u58f2\u4e0a\u3092\u5831\u544a\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u30012024\u5e74\u306b\u6bd4\u3079\u3066\u5e74\u5185\u306eHBM\u58f2\u4e0a\u3092\u500d\u5897\u3055\u305b\u3001AI\u304b\u3089\u306e\u9700\u8981\u306f2026\u5e74\u307e\u3067\u6210\u9577\u3092\u7d9a\u3051\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u97d3\u56fd\u306e\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fcSK Hynix\u306f\u3001\u6b21\u4e16\u4ee3\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\uff08HBM4\uff09\u306e\u91cf\u7523\u3092\u958b\u59cb\u3057\u305f\u3068\u767a\u8868\u3057\u3001\u682a\u4fa1\u306f\u6025\u9a30\u3057\u307e\u3057\u305f\u3002HBM\u306fAI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u5927\u304d\u306a\u9700\u8981\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":859538,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-859535","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"
\u97d3\u56fd\u306e\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308bSK Hynix\u306f\u3001\u6b21\u4e16\u4ee3\u306e\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\uff08HBM\uff09\u3092\u91cf\u7523\u3059\u308b\u6e96\u5099\u304c\u6574\u3063\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u3001\u540c\u793e\u306e\u682a\u4fa1\u3092\u6025\u9a30\u3055\u305b\u308b\u8981\u56e0\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
HBM\u306f\u3001\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u7528\u306e\u30c1\u30c3\u30d7\u30bb\u30c3\u30c8\u3067\u4f7f\u7528\u3055\u308c\u308b\u30e1\u30e2\u30ea\u306e\u4e00\u7a2e\u3067\u3042\u308a\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306aAI\u306e\u5de8\u4eba\u3067\u3042\u308bNvidia\u306e\u30c1\u30c3\u30d7\u306b\u3082\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002Nvidia\u306fSK Hynix\u306e\u4e3b\u8981\u306a\u9867\u5ba2\u3067\u3042\u308b\u305f\u3081\u3001\u305d\u306e\u5f71\u97ff\u306f\u5927\u304d\u3044\u3067\u3059\u3002<\/p>\n
SK Hynix\u306f\u3001\u4eca\u5e74\u306e\u521d\u3081\u306b\u9867\u5ba2\u3078\u306eHBM4\u30c1\u30c3\u30d7\u306e\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3092\u958b\u59cb\u3057\u3001\u7af6\u5408\u306eSamsung Electronics\u3084Micron Technologies\u3092\u51cc\u304e\u3001\u696d\u754c\u3067\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u5f37\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u540c\u793e\u306f\u3001HBM4\u306e\u5185\u90e8\u691c\u8a3c\u3068\u54c1\u8cea\u4fdd\u8a3c\u30d7\u30ed\u30bb\u30b9\u3092\u5b8c\u4e86\u3057\u3001\u5927\u91cf\u751f\u7523\u306b\u5165\u308b\u6e96\u5099\u304c\u6574\u3063\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002SK Hynix\u306eHBM\u958b\u767a\u8cac\u4efb\u8005\u3067\u3042\u308bJoohwan Cho\u6c0f\u306f\u3001”HBM4\u306e\u958b\u767a\u306e\u5b8c\u4e86\u306f\u696d\u754c\u306b\u3068\u3063\u3066\u65b0\u305f\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3068\u306a\u308b”\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
HBM4\u306f\u3001\u52d5\u7684\u30e9\u30f3\u30c0\u30e0\u30a2\u30af\u30bb\u30b9\u30e1\u30e2\u30ea\uff08DRAM\uff09\u306e\u7b2c\u516d\u4e16\u4ee3\u3067\u3042\u308a\u3001\u500b\u4eba\u7528\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3001\u30ef\u30fc\u30af\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u30b5\u30fc\u30d0\u30fc\u306a\u3069\u3067\u4f7f\u7528\u3055\u308c\u308b\u30e1\u30e2\u30ea\u3067\u3059\u3002SK Hynix\u306e\u6700\u65b0\u306eHBM4\u88fd\u54c1\u306f\u3001\u524d\u4e16\u4ee3\u306b\u6bd4\u3079\u3066\u5e2f\u57df\u5e45\u304c\u500d\u5897\u3057\u3001\u96fb\u529b\u52b9\u7387\u304c40\uff05\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7279\u306b\u3001HBM4\u306fNvidia\u306e\u6b21\u4e16\u4ee3Rubin\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u5fc5\u8981\u306a\u4e3b\u8981\u306aAI\u30e1\u30e2\u30ea\u30c1\u30c3\u30d7\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30b8\u30a2\u3092\u62e0\u70b9\u3068\u3059\u308b\u534a\u5c0e\u4f53\u6295\u8cc7\u4f1a\u793eTriOrient\u306e\u526f\u793e\u9577\u3067\u3042\u308bDan Nystedt\u6c0f\u306f\u3001”SK Hynix\u306fNvidia\u306e\u91cd\u8981\u306a\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3042\u308a\u3001\u3053\u306e\u767a\u8868\u306b\u3088\u308a\u7af6\u5408\u306b\u5148\u3093\u3058\u3066\u3044\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u305f”\u3068\u8a9e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Samsung Electronics\u3068Micron\u306f\u3001HBM\u306b\u304a\u3044\u3066SK Hynix\u306b\u8ffd\u3044\u3064\u304f\u306e\u306b\u82e6\u52b4\u3057\u3066\u3044\u307e\u3059\u304c\u3001Micron\u306f\u9867\u5ba2\u3078\u306eHBM4\u88fd\u54c1\u306e\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3092\u958b\u59cb\u3057\u3066\u304a\u308a\u3001Samsung\u3082Nvidia\u306b\u3088\u308bHBM4\u30c1\u30c3\u30d7\u306e\u8a8d\u8a3c\u3092\u53d6\u5f97\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n
\u7af6\u4e89\u74b0\u5883\u304c\u5909\u5316\u3059\u308b\u4e2d\u3067\u3082\u3001SK Hynix\u306f\u5148\u884c\u3057\u7d9a\u3051\u30012026\u5e74\u307e\u3067\u306bHBM\u5e02\u5834\u306e\u7d0450\uff05\u3092\u5360\u6709\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068Counterpoint Research\u306e\u8abf\u67fb\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3067\u3042\u308bMS Hwang\u6c0f\u306f\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002SK Hynix\u306e\u682a\u4fa1\u306f\u3001\u30c1\u30c3\u30d7\u767a\u8868\u5f8c\u306b7\uff05\u4ee5\u4e0a\u4e0a\u6607\u3057\u30012000\u5e74\u4ee5\u6765\u306e\u9ad8\u5024\u306b\u9054\u3057\u307e\u3057\u305f\u30022025\u5e74\u306b\u306f\u3001Samsung Electronics\u3068Micron\u306e\u682a\u4fa1\u3082\u305d\u308c\u305e\u308c40\uff05\u300180\uff05\u4ee5\u4e0a\u306e\u4e0a\u6607\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n
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