{"id":1617,"date":"2026-01-19T10:29:45","date_gmt":"2026-01-19T01:29:45","guid":{"rendered":"https:\/\/us-stocks.owl358.com\/?p=1617"},"modified":"2026-01-19T10:29:45","modified_gmt":"2026-01-19T01:29:45","slug":"post-1617","status":"publish","type":"post","link":"https:\/\/us-stocks.owl358.com\/?p=1617","title":{"rendered":"\u751f\u6210AI\u7b2c2\u6ce2\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u7c73\u56fd\u682a12\u9078 \u2014 GPU\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5225\u306b\u89e3\u8aac"},"content":{"rendered":"<h2>\u30a4\u30f3\u30c8\u30ed\u30c0\u30af\u30b7\u30e7\u30f3\uff1a\u306a\u305c\u201c\u751f\u6210AI\u7b2c2\u6ce2\u201d\u306a\u306e\u304b<\/h2>\n<p>\u751f\u6210AI\u306e\u7b2c1\u6ce2\u306f\u30e2\u30c7\u30eb\u62e1\u5927\u3068\u5b66\u7fd2\uff08\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\uff09\u4e2d\u5fc3\u3067\u3057\u305f\u3002\u7b2c2\u6ce2\u306f\u63a8\u8ad6\u52b9\u7387\u5316\uff08\u4f4e\u9045\u5ef6\u5316\u30fb\u30b3\u30b9\u30c8\u6700\u9069\u5316\uff09\u3068\u63a8\u8ad6\u30a4\u30f3\u30d5\u30e9\u306e\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u304c\u4e3b\u5f79\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5358\u306bGPU\u3092\u591a\u304f\u7a4d\u3081\u3070\u3044\u3044\u3068\u3044\u3046\u6642\u4ee3\u304b\u3089\u3001HBM\u3084\u96fb\u6e90\u30fb\u51b7\u5374\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u8a2d\u8a08\u307e\u3067\u542b\u3081\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306b\u9700\u8981\u304c\u5e83\u304c\u308a\u307e\u3059\u3002<\/p>\n<h2>\u6295\u8cc7\u89b3\u70b9\u306e\u6574\u7406\uff08\u8981\u70b9\uff09<\/h2>\n<ul>\n<li>\u77ed\u671f\uff1aGPU\u9700\u8981\u5897\u2192NVDA\/AMD\u306e\u53ce\u76ca\u8ffd\u3044\u98a8\u3002\u305f\u3060\u3057\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u9ad8\u3081\u3002<\/li>\n<li>\u4e2d\u671f\uff1aHBM\u3084\u30e1\u30e2\u30ea\u9700\u7d66\u3068EUV\u88c5\u7f6e\u53d7\u6ce8\u3067\u88c5\u7f6e\/\u7d20\u6750\uff08ASML, AMAT\u7b49\uff09\u304c\u696d\u7e3e\u6539\u5584\u3002<\/li>\n<li>\u9577\u671f\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\uff08Equinix, DLR\uff09\u3084\u30b5\u30fc\u30d0\u30fc\uff08SMCI\uff09\u3078\u306e\u6052\u5e38\u7684\u6295\u8cc7\u62e1\u5927\u304c\u5b89\u5b9a\u53ce\u76ca\u3092\u751f\u3080\u3002<\/li>\n<\/ul>\n<h2>GPU\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5225\uff1a\u6069\u6075\u3092\u53d7\u3051\u308b12\u9298\u67c4\uff08\u4e00\u89a7\uff09<\/h2>\n<table>\n<thead>\n<tr>\n<th>\u5206\u985e<\/th>\n<th>\u9298\u67c4\uff08\u793e\u540d\u30fb\u30c6\u30a3\u30c3\u30ab\u30fc\uff09<\/th>\n<th>\u6295\u8cc7\u7406\u7531\uff08\u8981\u70b9\uff09<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GPU\u30d9\u30f3\u30c0\u30fc<\/td>\n<td>NVIDIA\uff08NVDA\uff09<\/td>\n<td>AI\u63a8\u8ad6\u5411\u3051GPU\u306e\u5e02\u5834\u652f\u914d\u529b\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u53ce\u76ca\u306e\u6025\u62e1\u5927\u304c\u671f\u5f85\u3055\u308c\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>GPU\u30d9\u30f3\u30c0\u30fc<\/td>\n<td>AMD\uff08AMD\uff09<\/td>\n<td>Instinct\u30b7\u30ea\u30fc\u30ba\u7b49\u3067\u63a8\u8ad6\u30fb\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5e02\u5834\u3078\u672c\u683c\u53c2\u5165\u3002\u4fa1\u683c\u7af6\u4e89\u529b\u3068\u9867\u5ba2\u5206\u6563\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u8a08\u7b97\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\/CPU\u30fbAI\u30a2\u30af\u30bb\u30e9\u8f38\u5165<\/td>\n<td>Intel\uff08INTC\uff09<\/td>\n<td>Gaudi\u7cfb\u3084Xe\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u7af6\u4e89\u529b\u5411\u4e0a\u4e2d\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30e1\u30e2\u30ea\uff08HBM\uff09<\/td>\n<td>Micron Technology\uff08MU\uff09<\/td>\n<td>HBM3\/HBM3E\u306a\u3069\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\u3067AI\u9700\u8981\u306e\u4e2d\u5fc3\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u304c\u76f4\u6483\u3059\u308b\u91cd\u8981\u30d1\u30fc\u30c4\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u534a\u5c0e\u4f53\u88c5\u7f6e\uff08EUV\u7b49\uff09<\/td>\n<td>ASML\uff08ASML\uff09<\/td>\n<td>EUV\u9732\u5149\u88c5\u7f6e\u306e\u4e8b\u5b9f\u4e0a\u306e\u72ec\u5360\u4f01\u696d\u3067\u3001\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u6295\u8cc7\u306e\u5897\u52a0\u306f\u88c5\u7f6e\u53d7\u6ce8\u5897\u306b\u76f4\u7d50\u3059\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u534a\u5c0e\u4f53\u88c5\u7f6e<\/td>\n<td>Applied Materials\uff08AMAT\uff09<\/td>\n<td>\u30d7\u30ed\u30bb\u30b9\/\u88fd\u9020\u88c5\u7f6e\u306e\u5e83\u7bc4\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3002EUV\u4ee5\u5916\u3067\u3082\u88c5\u7f6e\u9700\u8981\u306e\u88fe\u91ce\u304c\u5e83\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u534a\u5c0e\u4f53\u88c5\u7f6e<\/td>\n<td>Lam Research\uff08LRCX\uff09 &amp; KLA\uff08KLAC\uff09<\/td>\n<td>\u30a8\u30c3\u30c1\u30f3\u30b0\/\u8a08\u6e2c\u3067\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u3092\u652f\u3048\u308b\u3002\u88c5\u7f6e\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3067\u9700\u8981\u53d6\u308a\u8fbc\u307f\u304c\u4e88\u60f3\u3055\u308c\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30b5\u30fc\u30d0\u30fcOEM<\/td>\n<td>Super Micro Computer\uff08SMCI\uff09<\/td>\n<td>GPU\u9ad8\u5bc6\u5ea6\u30b5\u30fc\u30d0\u30fc\u306b\u5f37\u304f\u3001\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9AI\u30af\u30e9\u30a6\u30c9\u3078\u306e\u7d0d\u5165\u5b9f\u7e3e\u304c\u5897\u52a0\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\/\u534a\u5c0e\u4f53<\/td>\n<td>Broadcom\uff08AVGO\uff09<\/td>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30cd\u30c3\u30c8\u30ef\u30fc\u30afIC\u3084\u30b9\u30a4\u30c3\u30c1\u3001\u30ab\u30b9\u30bf\u30e0ASIC\u3067\u9577\u671f\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3080\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td>\n<td>Equinix\uff08EQIX\uff09<\/td>\n<td>\u5206\u6563AI\u30fb\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u306e\u76f8\u4e92\u63a5\u7d9a\u62e0\u70b9\u3068\u3057\u3066\u9700\u8981\u5897\u3002\u9ad8\u96fb\u529b\u30fb\u9ad8\u5e2f\u57df\u306e\u65bd\u8a2d\u5f37\u5316\u304c\u9032\u3080\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td>\n<td>Digital Realty\uff08DLR\uff09<\/td>\n<td>\u5927\u578b\u30b3\u30ed\u30b1\u65bd\u8a2d\u3068PPA\u3084\u96fb\u529b\u5354\u5b9a\u306e\u6700\u9069\u5316\u3067\u53ce\u76ca\u304c\u5b89\u5b9a\u3002AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u53d7\u3051\u76bf\u3068\u3057\u3066\u9700\u8981\u62e1\u5927\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30d1\u30c3\u30b1\u30fc\u30b8\/\u7d44\u7acb\u30fb\u30c6\u30b9\u30c8<\/td>\n<td>Amkor Technology\uff08AMKR\uff09<\/td>\n<td>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3068\u5927\u91cf\u751f\u7523\u4f53\u5236\u3067GPU\/AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u5f8c\u5de5\u7a0b\u3092\u62c5\u3046\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u5404\u9298\u67c4\u306e\u5f79\u5272\u3068\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08\u8a73\u8aac\uff09<\/h2>\n<h3 style=\"font-size: 18px;\">NVIDIA\uff08NVDA\uff09 \u2014 GPU\u306e\u6838<\/h3>\n<p>NVIDIA\u306fAI\u63a8\u8ad6\u306e\u6a19\u6e96\u7684\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u5e83\u304f\u63a1\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u751f\u6210AI\u306e\u7b2c2\u6ce2\u3067\u306f\u3001\u63a8\u8ad6\u5411\u3051\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5c0e\u5165\u304c\u53ce\u76ca\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u6bd4\u7387\u3001GPU\u306e\u51fa\u8377\u30fbASP\u52d5\u5411\u3001\u4e3b\u8981\u9867\u5ba2\uff08\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\uff09\u306e\u5c0e\u5165\u30da\u30fc\u30b9\u3067\u3059\u3002\u77ed\u671f\u7684\u306b\u306f\u30a4\u30d9\u30f3\u30c8\u30c9\u30ea\u30d6\u30f3\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u9ad8\u304f\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u7ba1\u7406\u3068\u5229\u78ba\u30eb\u30fc\u30eb\u306e\u5fb9\u5e95\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">AMD\uff08AMD\uff09 \u2014 \u7af6\u5408\u3068\u3057\u3066\u306e\u53f0\u982d<\/h3>\n<p>AMD\u306fInstinct\u30b7\u30ea\u30fc\u30ba\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051CPU\u3068\u306e\u7d44\u5408\u305b\u3067GPU\u5e02\u5834\u306b\u7af6\u4e89\u3092\u304b\u3051\u3066\u3044\u307e\u3059\u3002\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u62e1\u5927\u304c\u30ad\u30fc\u3067\u3059\u3002\u6295\u8cc7\u5bb6\u306f\u53d7\u6ce8\u72b6\u6cc1\u3068OEM\uff08\u30b5\u30fc\u30d0\u30fc\u30e1\u30fc\u30ab\u30fc\uff09\u63a1\u7528\u5b9f\u7e3e\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Intel\uff08INTC\uff09 \u2014 \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u591a\u89d2\u5316<\/h3>\n<p>Intel\u306fAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3001\u5c02\u7528Gaudi\u7cfb\u3084CPU\u3068\u306e\u7d44\u5408\u305b\u63d0\u6848\u3067\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u3084\u30c0\u30a4\u8a2d\u8a08\u306e\u9032\u5c55\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u7d71\u5408\u63d0\u6848\u304c\u4e2d\u671f\u306e\u8a55\u4fa1\u70b9\u3067\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Micron\uff08MU\uff09 \u2014 HBM\u3067\u6ce2\u53ca\u52b9\u679c<\/h3>\n<p>\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u306fGPU\u306e\u6027\u80fd\u3092\u5f15\u304d\u51fa\u3059\u9375\u3067\u3059\u3002Micron\u306fHBM3\/HBM3E\u306a\u3069\u3067AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5411\u3051\u306e\u9700\u8981\u3092\u53d6\u308a\u8fbc\u307f\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u30e1\u30e2\u30ea\u4fa1\u683c\u3068\u30b9\u30dd\u30c3\u30c8\u9700\u7d66\u306e\u5909\u5316\u306f\u4f01\u696d\u696d\u7e3e\u306b\u76f4\u7d50\u3059\u308b\u305f\u3081\u3001\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u306e\u52d5\u5411\u3068\u30d5\u30a1\u30d6\u6295\u8cc7\u306e\u52d5\u304d\u3092\u5e38\u306b\u30c1\u30a7\u30c3\u30af\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3 style=\"font-size: 18px;\">ASML \/ AMAT \/ LRCX \/ KLAC \u2014 \u88c5\u7f6e\u30c1\u30a7\u30fc\u30f3<\/h3>\n<p>\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u6295\u8cc7\uff08EUV\u542b\u3080\uff09\u304c\u5897\u3048\u308b\u3068\u88c5\u7f6e\u53d7\u6ce8\u30fbbook-to-bill\u306e\u6539\u5584\u304c\u898b\u3089\u308c\u307e\u3059\u3002ASML\u306fEUV\u306e\u4e2d\u6838\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3042\u308a\u3001AMAT\u3084Lam\u3001KLA\u306f\u5468\u8fba\u88c5\u7f6e\u3068\u8a08\u6e2c\u3067\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u3002\u88c5\u7f6e\u682a\u306f\u53d7\u6ce8\u767a\u8868\u3084\u5927\u624b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306eCAPEX\u65b9\u91dd\u306b\u654f\u611f\u3067\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Super Micro\uff08SMCI\uff09 \u2014 GPU\u9ad8\u5bc6\u5ea6\u30b5\u30fc\u30d0\u30fc<\/h3>\n<p>Supermicro\u306fGPU\u9ad8\u5bc6\u5ea6\u30b5\u30fc\u30d0\u30fc\u8a2d\u8a08\u3067\u6709\u540d\u3067\u3059\u3002AI\u69cb\u7bc9\u306b\u5fc5\u8981\u306a\u51b7\u5374\u30fb\u96fb\u6e90\u30fb\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u6700\u9069\u5316\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u3001\u63a8\u8ad6\u30af\u30e9\u30b9\u30bf\u5411\u3051\u9700\u8981\u306e\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u3002\u305f\u3060\u3057\u30de\u30fc\u30b8\u30f3\u5727\u8feb\u3084\u9867\u5ba2\u96c6\u4e2d\u30ea\u30b9\u30af\u306f\u8003\u616e\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Broadcom\uff08AVGO\uff09 \u2014 \u30cd\u30c3\u30c8\u30ef\u30fc\u30af\uff06ASIC<\/h3>\n<p>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u9ad8\u901f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3001\u30b9\u30a4\u30c3\u30c1\u3001\u30ab\u30b9\u30bf\u30e0ASIC\u306fAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u88cf\u5074\u3067\u4e0d\u53ef\u6b20\u3067\u3059\u3002Broadcom\u306f\u9577\u671f\u3067\u306e\u53ce\u76ca\u6027\u306b\u5bc4\u4e0e\u3057\u3084\u3059\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Equinix \/ Digital Realty\uff08EQIX \/ DLR\uff09 \u2014 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u53d7\u3051\u76bf<\/h3>\n<p>AI\u306f\u96fb\u529b\u3068\u51b7\u5374\u3001\u5c02\u7528\u63a5\u7d9a\u3092\u5fc5\u8981\u3068\u3059\u308b\u305f\u3081\u3001\u76ee\u7684\u5225\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u9700\u8981\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002Equinix\u3084Digital Realty\u306e\u3088\u3046\u306a\u5927\u624b\u30b3\u30ed\u30b1\u4e8b\u696d\u8005\u306f\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30b7\u30e7\u30f3\u3084\u9ad8\u96fb\u529b\u30a4\u30f3\u30d5\u30e9\u3067\u512a\u4f4d\u3092\u6301\u3061\u3001\u4e2d\u9577\u671f\u3067\u5b89\u5b9a\u7684\u306a\u53ce\u76ca\u6e90\u306b\u306a\u308a\u5f97\u307e\u3059\u3002<\/p>\n<h3 style=\"font-size: 18px;\">Amkor\uff08AMKR\uff09 \u2014 \u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3068\u5f8c\u5de5\u7a0b<\/h3>\n<p>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30012.5D\/3D\u30d1\u30c3\u30b1\u30fc\u30b8\uff09\u3092\u624b\u639b\u3051\u308b\u4f01\u696d\u306f\u3001GPU\u3084AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u91cf\u7523\u3067\u9700\u8981\u3092\u53d6\u308a\u307e\u3059\u3002\u5f8c\u5de5\u7a0b\u306e\u751f\u7523\u80fd\u529b\u3068\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h2>\u5b9f\u52d9\uff1a\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u30a8\u30f3\u30c8\u30ea\u30fc\u6761\u4ef6\uff08\u3059\u3050\u4f7f\u3048\u308b\u30c6\u30f3\u30d7\u30ec\uff09<\/h2>\n<ol>\n<li>\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u51fa\u6765\u9ad8 &gt; \u904e\u53bb30\u65e5\u5e73\u5747 \u00d7 1.8<\/li>\n<li>\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u30b3\u30fc\u30eb\u30d5\u30ed\u30fc\uff08\u30c9\u30eb\u30d9\u30fc\u30b9\uff09\u304c\u76f4\u8fd1\u6bd4\u30671.5\u500d\u4ee5\u4e0a<\/li>\n<li>\u88c5\u7f6e\u682a\u306fbook-to-bill\u306e\u56db\u534a\u671f\u6539\u5584\uff08&gt;1.0\uff09\u3092\u78ba\u8a8d<\/li>\n<li>\u30e1\u30e2\u30ea\u9298\u67c4\u306f\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u30c8\u30ec\u30f3\u30c9\u3068\u5728\u5eab\u6c34\u6e96\u3092\u7a81\u5408<\/li>\n<li>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u682a\u306fPPA\u3084\u96fb\u529b\u5951\u7d04\u3001\u7a3c\u50cd\u7387\uff08\u7a3c\u50cd\u4e2d\u30e9\u30c3\u30af\u6570\uff09\u3092\u30c1\u30a7\u30c3\u30af<\/li>\n<\/ol>\n<p class=\"note\">\u3053\u308c\u3089\u306f\u81ea\u52d5\u5316\u53ef\u80fd\u306a\u6570\u5024\u30eb\u30fc\u30eb\u3067\u3059\u3002\u30d0\u30c3\u30af\u30c6\u30b9\u30c8\u3067\u306f\u30b9\u30ea\u30c3\u30da\u30fc\u30b8\u3068\u624b\u6570\u6599\u3092\u7e54\u308a\u8fbc\u3093\u3067\u304f\u3060\u3055\u3044\u3002<\/p>\n<h2>\u30ea\u30b9\u30af\u7ba1\u7406\uff08\u5fc5\u9808\u30eb\u30fc\u30eb\uff09<\/h2>\n<ul>\n<li>\u5358\u4e00\u9298\u67c4\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e2\u301c4%\u4e0a\u9650<\/li>\n<li>\u6c7a\u7b97\u30fbFOMC\u30fb\u4e3b\u8981\u30a4\u30d9\u30f3\u30c8\u524d\u306f\u30dd\u30b8\u30b7\u30e7\u30f3\u7e2e\u5c0f<\/li>\n<li>\u521d\u671f\u640d\u5207\u308a\u30eb\u30fc\u30eb\u3092\u8a2d\u5b9a\uff08\u4f8b\uff1a\u521d\u671f-6%\u3067\u7e2e\u5c0f\u3001VWAP\u5272\u308c\u3067\u64a4\u9000\uff09<\/li>\n<li>\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u4e0b\u843d\u30ea\u30b9\u30af\u3092\u9650\u5b9a\u3059\u308b\u30d8\u30c3\u30b8\u3092\u691c\u8a0e<\/li>\n<\/ul>\n<h2>\u95a2\u9023\u30b5\u30a4\u30c8\u5185\u30ea\u30f3\u30af<\/h2>\n<ul>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1613\" target=\"_blank\" rel=\"noopener\">FRB\u5206\u5c90\u70b9\u00d7AI\/GPU\u7279\u9700\uff1a2026\u5e74\u306b\u672c\u6c17\u3067\u52dd\u3064\u305f\u3081\u306e\u30bb\u30af\u30bf\u30fc\u30ed\u30fc\u30c6\u30fc\u30b7\u30e7\u30f3\u5b9f\u52d9\u30ac\u30a4\u30c9<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1607\" target=\"_blank\" rel=\"noopener\">2026\u5e74\u306e\u300c\u6b21\u306eNVDA\u300d\u3092\u5f53\u3066\u308b\uff1aGPU\u4ee3\u66ff\u5019\u88dc\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u6295\u8cc7\u30ac\u30a4\u30c9<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1599\" target=\"_blank\" rel=\"noopener\">AI\u6295\u8cc7\u306e\u6f6e\u76ee\u304c\u5909\u308f\u308b\uff1aGPU\u4fa1\u683c\u6539\u5b9a\u30682026\u5e74\u306e\u6295\u8cc7\u6226\u7565<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1609\" target=\"_blank\" rel=\"noopener\">ASML\u53d7\u6ce8\u5805\u8abf\u304c\u793a\u3059\u6ce2\u53ca\u52b9\u679c \u2014 EUV\u53d7\u6ce8\u3067\u4e0a\u304c\u308b\u88c5\u7f6e\u30fb\u7d20\u6750\u682a\u306e\u5148\u56de\u308a\u8853\uff082026\u5e74\u7248\uff09<\/a><\/li>\n<\/ul>\n<h2>\u307e\u3068\u3081\u3068\u884c\u52d5\u30d7\u30e9\u30f3<\/h2>\n<p>\u751f\u6210AI\u7b2c2\u6ce2\u306fGPU\u5358\u4f53\u306e\u9700\u8981\u3060\u3051\u3067\u306a\u304f\u3001HBM\u306a\u3069\u306e\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\u3001\u88c5\u7f6e\u3001\u30b5\u30fc\u30d0\u30fc\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u3044\u3063\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3078\u6ce2\u53ca\u3057\u307e\u3059\u3002\u6295\u8cc7\u6226\u7565\u3068\u3057\u3066\u306f\u77ed\u671f\u306e\u30a4\u30d9\u30f3\u30c8\u30c9\u30ea\u30d6\u30f3\u3067GPU\u9298\u67c4\u3092\u76e3\u8996\u3057\u3064\u3064\u3001\u4e2d\u671f\u301c\u9577\u671f\u306e\u53ce\u76ca\u6539\u5584\u3092\u898b\u8d8a\u3057\u3066\u88c5\u7f6e\u30fb\u30e1\u30e2\u30ea\u30fb\u65bd\u8a2d\u95a2\u9023\u9298\u67c4\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u7d44\u307f\u5408\u308f\u305b\u308b\u306e\u304c\u5408\u7406\u7684\u3067\u3059\u3002\u5fc5\u305a\u6570\u5024\u30eb\u30fc\u30eb\u3068\u640d\u5207\u308a\u3092\u5132\u3051\u3001\u6c7a\u7b97\u3084\u653f\u7b56\u30a4\u30d9\u30f3\u30c8\u524d\u306b\u306f\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u8abf\u6574\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3>\u53c2\u52a0\u4e2d\u306e\u30e9\u30f3\u30ad\u30f3\u30b0\u30b5\u30a4\u30c8\u69d8\u3067\u3059\u3002<\/h3>\n<p>\u4e00\u65e5\u4e00\u56de\u30af\u30ea\u30c3\u30af\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\u2193<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11197777\" 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=11197777\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a title=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" href=\"https:\/\/blog.with2.net\/link\/?id=2124557&amp;cid=5291\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.with2.net\/img\/banner\/c\/banner_1\/br_c_5291_1.gif\" alt=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<p><a href=\"https:\/\/airw.net\/kabu\/rank.cgi?id=beibei\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/01\/air_rank.gif\" alt=\"\u682a\u5f0f\u6295\u8cc7\u30e9\u30f3\u30ad\u30f3\u30b0\" border=\"0\" \/><\/a><\/p>\n<p><a title=\"\u4ed5\u624b\u682a\" href=\"https:\/\/kabu-sokuhou.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kabu-sokuhou.com\/img\/item\/banner.gif\" alt=\"\u6ce8\u76ee\u9298\u67c4\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<h3>\u305d\u306e\u4ed6\u3001\u95a2\u9023\u30d6\u30ed\u30b0\u2193\u2193\u2193<\/h3>\n<p>\u682a\u306e\u88cf\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/ameblo.jp\/ura-kabu\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-446\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg\" alt=\"\u682a\u306e\u88cf\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\n\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/k-u-merumaga.owl358.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-445\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg\" alt=\"\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30a4\u30f3\u30c8\u30ed\u30c0\u30af\u30b7\u30e7\u30f3\uff1a\u306a\u305c\u201c\u751f\u6210AI\u7b2c2\u6ce2\u201d\u306a\u306e\u304b \u751f\u6210AI\u306e\u7b2c1\u6ce2\u306f\u30e2\u30c7\u30eb\u62e1\u5927\u3068\u5b66\u7fd2\uff08\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\uff09\u4e2d\u5fc3\u3067\u3057\u305f\u3002\u7b2c2\u6ce2\u306f\u63a8\u8ad6\u52b9\u7387\u5316\uff08\u4f4e\u9045\u5ef6\u5316\u30fb\u30b3\u30b9\u30c8\u6700\u9069\u5316\uff09\u3068\u63a8\u8ad6\u30a4\u30f3\u30d5\u30e9\u306e\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u304c\u4e3b\u5f79\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5358\u306b 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