{"id":1662,"date":"2026-02-20T10:00:15","date_gmt":"2026-02-20T01:00:15","guid":{"rendered":"https:\/\/us-stocks.owl358.com\/?p=1662"},"modified":"2026-02-20T10:00:15","modified_gmt":"2026-02-20T01:00:15","slug":"post-1662","status":"publish","type":"post","link":"https:\/\/us-stocks.owl358.com\/?p=1662","title":{"rendered":"Applied Materials\u304c\u793a\u3057\u305f\u201cAI\u9700\u8981\u201d\u306e\u884c\u65b9\uff1a\u88c5\u7f6e\u53d7\u6ce8\u5897\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u30ea\u30b9\u30c8"},"content":{"rendered":"<p>\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001Applied Materials\uff08AMAT\uff09\u306e\u88c5\u7f6e\u53d7\u6ce8\u5897\u306f\u5358\u306a\u308b\u540c\u793e\u306e\u696d\u7e3e\u6539\u5584\u30b7\u30b0\u30ca\u30eb\u306b\u3068\u3069\u307e\u3089\u305a\u3001AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306b\u3088\u308b\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u9700\u7d66\u3092\u518d\u7de8\u3059\u308b\u91cd\u8981\u306a\u624b\u304c\u304b\u308a\u3067\u3059\u3002<\/p>\n<p>\u88c5\u7f6e\u53d7\u6ce8\u306e\u5897\u52a0\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u5897\u7523\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002<\/p>\n<p>\u5897\u7523\u306fGPU\u3084ASIC\u3001HBM\u3068\u3044\u3063\u305fAI\u5c02\u7528\u90e8\u54c1\u306e\u9700\u8981\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u6ce2\u53ca\u52b9\u679c\u306f\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3060\u3051\u3067\u306a\u304f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u8a2d\u8a08\u4f01\u696d\u3001\u30e1\u30e2\u30ea\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u95a2\u9023\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u3067\u53ca\u3073\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 30px;\">\u25a0 \u306a\u305cApplied Materials\u306e\u53d7\u6ce8\u304c\u91cd\u8981\u306a\u306e\u304b<\/h2>\n<p>Applied Materials\u306f\u534a\u5c0e\u4f53\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306e\u91cd\u8981\u306a\u88c5\u7f6e\u3092\u4f9b\u7d66\u3059\u308b\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc\u3067\u3059\u3002<\/p>\n<p>\u9732\u5149\u306e\u524d\u5de5\u7a0b\u3060\u3051\u3067\u306a\u304f\u8584\u819c\u5f62\u6210\u3084\u30a8\u30c3\u30c1\u30f3\u30b0\u3001\u691c\u67fb\u88c5\u7f6e\u306a\u3069\u5e83\u7bc4\u56f2\u3067\u95a2\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u540c\u793e\u306e\u53d7\u6ce8\u5897\u306f\u300c\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304c\u5b9f\u969b\u306b\u5897\u7523\u30e9\u30a4\u30f3\u3092\u62e1\u5f35\u3057\u3066\u3044\u308b\u300d\u3053\u3068\u306e\u6700\u6709\u529b\u8a3c\u62e0\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u5b9f\u969b\u306b\u53d7\u6ce8\u304c\u5897\u3048\u305f\u5c40\u9762\u3067\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u7a3c\u50cd\u7387\u4e0a\u6607\u3001\u30a6\u30a8\u30cf\u30fc\u9700\u8981\u306e\u62e1\u5927\u3001\u90e8\u6750\u30e1\u30fc\u30ab\u30fc\u306e\u51fa\u8377\u5897\u52a0\u304c\u9023\u9396\u7684\u306b\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 30px;\">\u25a0 \u88c5\u7f6e\u53d7\u6ce8\u5897\u304c\u6ce2\u53ca\u3059\u308b\u4e3b\u8981\u30ab\u30c6\u30b4\u30ea\u3068\u4ee3\u8868\u9298\u67c4<\/h2>\n<p>\u4ee5\u4e0b\u306f\u88c5\u7f6e\u53d7\u6ce8\u5897\u306e\u6ce2\u53ca\u7d4c\u8def\u3092\u30ab\u30c6\u30b4\u30ea\u5225\u306b\u6574\u7406\u3057\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\" border=\"1\" cellspacing=\"0\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"text-align: left;\">\u30ab\u30c6\u30b4\u30ea<\/th>\n<th style=\"text-align: left;\">\u4ee3\u8868\u9298\u67c4\uff08\u30c6\u30a3\u30c3\u30ab\u30fc\uff09<\/th>\n<th style=\"text-align: left;\">\u7406\u7531\u3068\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u534a\u5c0e\u4f53\u88c5\u7f6e<\/td>\n<td>Applied Materials\uff08AMAT\uff09\u3001Lam Research\uff08LRCX\uff09\u3001KLA\uff08KLAC\uff09<\/td>\n<td>\u30a6\u30a7\u30cf\u30fc\u52a0\u5de5\u30fb\u691c\u67fb\u88c5\u7f6e\u306e\u9700\u8981\u5897\u304c\u76f4\u63a5\u7684\u306b\u53d7\u6ce8\u3078\u53cd\u6620\u3055\u308c\u308b\u305f\u3081\u6ce8\u76ee\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u9732\u5149\u88c5\u7f6e<\/td>\n<td>ASML\uff08ASML\uff09<\/td>\n<td>EUV\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u9732\u5149\u88c5\u7f6e\u306f\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u3067\u4e0d\u53ef\u6b20\u306a\u305f\u3081\u9577\u671f\u53d7\u6ce8\u304c\u671f\u5f85\u3055\u308c\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea<\/td>\n<td>TSMC\uff08TSM\uff09\u3001Samsung Foundry\u3001Intel\uff08INTC\uff09<\/td>\n<td>\u88c5\u7f6e\u6295\u8cc7\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u751f\u7523\u30ad\u30e3\u30d1\u5897\u52a0\u306b\u76f4\u7d50\u3059\u308b\u305f\u3081\u696d\u7e3e\u62e1\u5927\u304c\u898b\u8fbc\u307e\u308c\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>GPU\u30fb\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf<\/td>\n<td>NVIDIA\uff08NVDA\uff09\u3001AMD\uff08AMD\uff09<\/td>\n<td>AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u3067GPU\u3084\u5c02\u7528\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u51fa\u8377\u304c\u5897\u3048\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30e1\u30e2\u30ea\uff08HBM\u30fbDRAM\uff09<\/td>\n<td>Micron\uff08MU\uff09\u3001Samsung\u3001SK Hynix\uff08\u6d77\u5916\uff09<\/td>\n<td>HBM\u306a\u3069\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\u9700\u8981\u304c\u5897\u52a0\u3057\u4fa1\u683c\u30fb\u51fa\u8377\u304c\u62bc\u3057\u4e0a\u3052\u3089\u308c\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30b5\u30fc\u30d0\u30fc\u30fb\u30d9\u30a2\u30e1\u30bf\u30eb<\/td>\n<td>Super Micro Computer\uff08SMCI\uff09\u3001Dell Technologies\uff08DELL\uff09<\/td>\n<td>AI\u30b5\u30fc\u30d0\u30fc\u306e\u53d7\u6ce8\u5897\u3067\u30b5\u30fc\u30d0\u30fc\u30d9\u30f3\u30c0\u30fc\u306e\u58f2\u4e0a\u304c\u5897\u3048\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30fb\u30c6\u30b9\u30c8<\/td>\n<td>Teradyne\uff08TER\uff09\u3001Advantest\uff08\u65e5\u672c\uff09\u3001Amkor\uff08AMKR\uff09<\/td>\n<td>\u30c1\u30c3\u30d7\u306e\u5f8c\u5de5\u7a0b\u9700\u8981\u5897\u3067\u30c6\u30b9\u30c8\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u9700\u8981\u304c\u62e1\u5927\u3059\u308b\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"font-size: 30px;\">\u25a0 \u88c5\u7f6e\u53d7\u6ce8\u5897\u304c\u793a\u3059\u9700\u7d66\u30b7\u30ca\u30ea\u30aa\u306e\u5206\u5c90<\/h2>\n<p>\u88c5\u7f6e\u53d7\u6ce8\u304c\u5897\u3048\u308b\u72b6\u6cc1\u306f\u5927\u304d\u304f\u5206\u3051\u3066\u4e8c\u3064\u306e\u30b7\u30ca\u30ea\u30aa\u306b\u5206\u304b\u308c\u307e\u3059\u3002<\/p>\n<p>1\u3064\u76ee\u306f\u300c\u9700\u8981\u52a0\u901f\u30b7\u30ca\u30ea\u30aa\u300d\u3067\u3059\u3002<\/p>\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3084AI\u30af\u30e9\u30b9\u30bf\u306b\u3088\u308b\u6295\u8cc7\u52a0\u901f\u304c\u7d99\u7d9a\u3057\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304c\u9577\u671f\u7684\u306b\u7a3c\u50cd\u7387\u3092\u9ad8\u3081\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u5834\u5408\u306f\u88c5\u7f6e\u30fb\u9732\u5149\u30fb\u30e1\u30e2\u30ea\u306a\u3069\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3067\u5f37\u3044\u666f\u6c17\u5faa\u74b0\u304c\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n<p>2\u3064\u76ee\u306f\u300c\u524d\u5012\u3057\u767a\u6ce8\u30b7\u30ca\u30ea\u30aa\u300d\u3067\u3059\u3002<\/p>\n<p>\u77ed\u671f\u7684\u306a\u5728\u5eab\u78ba\u4fdd\u3084\u5951\u7d04\u4e0a\u306e\u524d\u5012\u3057\u767a\u6ce8\u3067\u4e00\u6642\u7684\u306b\u53d7\u6ce8\u304c\u81a8\u3089\u3080\u30d1\u30bf\u30fc\u30f3\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u30b1\u30fc\u30b9\u3067\u306f\u53d7\u6ce8\u5897\u304c\u4e00\u904e\u6027\u306b\u7d42\u308f\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u6295\u8cc7\u5bb6\u306f\u53d7\u6ce8\u7d99\u7d9a\u6027\u3092\u614e\u91cd\u306b\u8a55\u4fa1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 30px;\">\u25a0 \u6295\u8cc7\u5bb6\u5411\u3051\uff1a\u5b9f\u52d9\u7684\u306a\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\uff08Applied\u53d7\u6ce8\u3092\u3069\u3046\u8aad\u3080\u304b\uff09<\/h2>\n<p>Applied\u306e\u53d7\u6ce8\u30c7\u30fc\u30bf\u3092\u6295\u8cc7\u5224\u65ad\u306b\u843d\u3068\u3057\u8fbc\u3080\u305f\u3081\u306e\u5177\u4f53\u7684\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n<ol>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u53d7\u6ce8\u69cb\u6210\u306e\u4e2d\u8eab\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n<p>\u88c5\u7f6e\u306e\u7a2e\u985e\uff08\u524d\u5de5\u7a0b\u3001\u5f8c\u5de5\u7a0b\u3001\u691c\u67fb\u3001\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\uff09\u3092\u5206\u89e3\u3057\u3066\u898b\u308b\u3053\u3068\u304c\u6700\u91cd\u8981\u3067\u3059\u3002<\/li>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u53d7\u6ce8\u5148\u3068\u5730\u7406\u5206\u5e03\u3092\u628a\u63e1\u3059\u308b<\/h3>\n<p>\u53d7\u6ce8\u5148\u304c\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u4e2d\u5fc3\u304b\u3001IDM\u4e2d\u5fc3\u304b\u3067\u6ce2\u53ca\u5148\u9298\u67c4\u306e\u512a\u5148\u5ea6\u304c\u5909\u308f\u308a\u307e\u3059\u3002<\/li>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u53d7\u6ce8\u306e\u7d99\u7d9a\u6027\u3068\u53d7\u6ce8\u6b8b\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n<p>\u4e00\u5ea6\u304d\u308a\u306e\u30b9\u30dd\u30c3\u30c8\u53d7\u6ce8\u304b\u3001\u8907\u6570\u5e74\u306b\u308f\u305f\u308b\u53d7\u6ce8\u6b8b\u304b\u3067\u898b\u65b9\u304c\u5909\u308f\u308a\u307e\u3059\u3002<\/li>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u4f9b\u7d66\u5074\u306e\u7d0d\u671f\u3068\u30ad\u30e3\u30d1\u306e\u72b6\u6cc1\u3092\u30c1\u30a7\u30c3\u30af\u3059\u308b<\/h3>\n<p>ASML\u3084\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u306e\u7d0d\u671f\u9577\u671f\u5316\u306f\u5168\u4f53\u306e\u751f\u7523\u30ea\u30ba\u30e0\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/li>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u30de\u30af\u30ed\u8981\u56e0\uff08\u96fb\u529b\u30fb\u91d1\u5229\u30fb\u5730\u653f\u5b66\uff09\u3092\u91cd\u306d\u5408\u308f\u305b\u308b<\/h3>\n<p>\u96fb\u529b\u5236\u7d04\u3084\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u7a3c\u50cd\u3068\u6295\u8cc7\u56de\u53ce\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002<\/li>\n<li style=\"margin-bottom: 8px;\">\n<h3 style=\"font-size: 22px;\">\u5728\u5eab\u52d5\u5411\u3068\u51fa\u8377\u5b9f\u7e3e\u3092\u6708\u6b21\u3067\u8ffd\u3046<\/h3>\n<p>\u53d7\u6ce8\u3060\u3051\u3067\u306a\u304f\u51fa\u8377\u3068\u51fa\u8377\u304b\u3089\u306e\u58f2\u4e0a\u8a08\u4e0a\u3082\u91cd\u8981\u3067\u3059\u3002<\/li>\n<\/ol>\n<h2 style=\"font-size: 30px;\">\u25a0 \u30bb\u30af\u30bf\u30fc\u5225\u306e\u5177\u4f53\u7684\u8cb7\u3044\u65b9\uff08\u5b9f\u8df5\uff09<\/h2>\n<p>\u4ee5\u4e0b\u306f\u88c5\u7f6e\u53d7\u6ce8\u5897\u3092\u53d7\u3051\u305f\u5c40\u9762\u3067\u306e\u5177\u4f53\u7684\u306a\u8cb7\u3044\u65b9\u306e\u63d0\u6848\u3067\u3059\u3002<\/p>\n<ul>\n<li>\n<h3 style=\"font-size: 22px;\">\u534a\u5c0e\u4f53\u88c5\u7f6e\uff08AMAT\u3001LRCX\u3001KLAC\uff09<\/h3>\n<p>\u77ed\u671f\u306f\u6c7a\u7b97\u3084\u53d7\u6ce8\u516c\u8868\u76f4\u5f8c\u306e\u904e\u5270\u53cd\u5fdc\u3067\u62bc\u3057\u76ee\u304c\u751f\u307e\u308c\u3084\u3059\u3044\u3067\u3059\u3002<\/p>\n<p>RSI\u3084\u51fa\u6765\u9ad8\u3092\u898b\u306a\u304c\u3089\u5206\u5272\u3067\u8cb7\u3046\u306e\u304c\u57fa\u672c\u6226\u7565\u3067\u3059\u3002<\/li>\n<li>\n<h3 style=\"font-size: 22px;\">\u9732\u5149\u88c5\u7f6e\uff08ASML\uff09<\/h3>\n<p>\u9732\u5149\u88c5\u7f6e\u306f\u53d7\u6ce8\u2192\u51fa\u8377\u307e\u3067\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u9577\u3044\u3067\u3059\u3002<\/p>\n<p>\u9577\u671f\u4fdd\u6709\u524d\u63d0\u3067\u3001\u53d7\u6ce8\u6b8b\u3068\u7d0d\u671f\u60c5\u5831\u3092\u5b9a\u671f\u30c1\u30a7\u30c3\u30af\u3057\u3066\u8cb7\u3044\u307e\u3059\u3002<\/li>\n<li>\n<h3 style=\"font-size: 22px;\">\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff08TSM\u3001Samsung\u3001INTC\uff09<\/h3>\n<p>\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u9298\u67c4\u306f\u9700\u7d66\u304c\u903c\u8feb\u3059\u308b\u3068\u4fa1\u683c\u8ee2\u5ac1\u529b\u304c\u5f37\u304f\u306a\u308b\u305f\u3081\u4e2d\u9577\u671f\u3067\u4fdd\u6709\u3092\u691c\u8a0e\u3057\u307e\u3059\u3002<\/li>\n<li>\n<h3 style=\"font-size: 22px;\">\u30e1\u30e2\u30ea\uff08Micron\uff09<\/h3>\n<p>HBM\u306e\u9700\u8981\u304c\u7d99\u7d9a\u3059\u308b\u304b\u3092\u898b\u6975\u3081\u3064\u3064\u3001\u30b9\u30dd\u30c3\u30c8\u7684\u306a\u4fa1\u683c\u56de\u5fa9\u5c40\u9762\u3067\u8cb7\u3046\u6226\u7565\u304c\u6709\u52b9\u3067\u3059\u3002<\/li>\n<li>\n<h3 style=\"font-size: 22px;\">\u30b5\u30fc\u30d0\u30fc\uff06\u30d9\u30a2\u30e1\u30bf\u30eb\uff08SMCI\u3001DELL\uff09<\/h3>\n<p>AI\u30b5\u30fc\u30d0\u30fc\u306e\u53d7\u6ce8\u304c\u898b\u3048\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u696d\u7e3e\u4e0a\u632f\u308c\u304c\u671f\u5f85\u3067\u304d\u308b\u305f\u3081\u3001\u56db\u534a\u671f\u6bce\u306e\u53d7\u6ce8\u30c7\u30fc\u30bf\u3067\u30dd\u30b8\u30b7\u30e7\u30f3\u8abf\u6574\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n<h2 style=\"font-size: 30px;\">\u25a0 \u30ea\u30b9\u30af\u3068\u6ce8\u610f\u70b9<\/h2>\n<p>\u88c5\u7f6e\u53d7\u6ce8\u5897\u304c\u78ba\u5b9f\u306b\u7d9a\u304f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u7279\u306b\u6ce8\u610f\u3059\u3079\u304d\u306f\u4ee5\u4e0b\u3067\u3059\u3002<\/p>\n<ul>\n<li>\u524d\u5012\u3057\u767a\u6ce8\u3067\u4e00\u6642\u7684\u306b\u6570\u5b57\u304c\u81a8\u3089\u3080\u30b1\u30fc\u30b9\u3002<\/li>\n<li>\u4f9b\u7d66\u5074\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u3088\u308b\u4fa1\u683c\u5909\u52d5\u3002<\/li>\n<li>\u5730\u653f\u5b66\u7684\u5236\u7d04\u3067\u7279\u5b9a\u4f01\u696d\u3078\u306e\u767a\u6ce8\u304c\u5236\u9650\u3055\u308c\u308b\u30ea\u30b9\u30af\u3002<\/li>\n<li>\u91d1\u5229\u4e0a\u6607\u306b\u3088\u308b\u6210\u9577\u682a\u306e\u8a55\u4fa1\u5f15\u304d\u4e0b\u3052\u3002<\/li>\n<\/ul>\n<p>\u3053\u308c\u3089\u3092\u60f3\u5b9a\u3057\u305f\u30b9\u30c8\u30ec\u30b9\u30c6\u30b9\u30c8\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u7d44\u307f\u8fbc\u3080\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 30px;\">\u25a0 \u95a2\u9023\u8a18\u4e8b<\/h2>\n<ul>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1649\" target=\"_blank\" rel=\"noopener\">Hyperscaler\u306e650B\u30c9\u30ebAI\u6295\u8cc7\u3067\u7206\u767a\u3059\u308b\u7c73\u56fd\u682a<\/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=1645\" target=\"_blank\" rel=\"noopener\">\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u518d\u958b\u3067\u898b\u76f4\u3055\u308c\u308b\u7c73\u56fd\u682a \u2014 \u904e\u53bb\u306b\u58f2\u3089\u308c\u904e\u304e\u305f\u9298\u67c4\u7fa4<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1505\" target=\"_blank\" rel=\"noopener\">\u6210\u9577\u682a\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u8a55\u4fa1\uff1aPER\u4ee5\u5916\u306b\u898b\u308b\u3079\u304d\u6307\u6a19<\/a><\/li>\n<\/ul>\n<h2 style=\"font-size: 30px;\">\u25a0 \u307e\u3068\u3081\uff1aApplied\u53d7\u6ce8\u5897\u3067\u898b\u3048\u308b\u6b21\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h2>\n<p>Applied Materials\u306e\u53d7\u6ce8\u5897\u306fAI\u9700\u8981\u306e\u5b9f\u4f53\u5316\u3092\u793a\u3059\u6709\u529b\u306a\u6307\u6a19\u3067\u3059\u3002<\/p>\n<p>\u88c5\u7f6e\u53d7\u6ce8\u306e\u7d99\u7d9a\u6027\u3001\u53d7\u6ce8\u5148\u3001\u4f9b\u7d66\u5074\u306e\u30ad\u30e3\u30d1\u3092\u4e01\u5be7\u306b\u691c\u8a3c\u3059\u308b\u3053\u3068\u3067\u3001\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u3092\u9078\u5225\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u77ed\u671f\u306f\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u5229\u7528\u3057\u305f\u5206\u5272\u30a8\u30f3\u30c8\u30ea\u30fc\u3001\u9577\u671f\u306f\u9700\u7d66\u6539\u5584\u304c\u6301\u7d9a\u3059\u308b\u9298\u67c4\u306e\u30b3\u30a2\u4fdd\u6709\u304c\u5408\u7406\u7684\u3067\u3059\u3002<\/p>\n<p>\u514d\u8cac\uff1a\u672c\u7a3f\u306f\u60c5\u5831\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u8a18\u8f09\u3055\u308c\u305f\u9298\u67c4\u306f\u6295\u8cc7\u52a9\u8a00\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u7d42\u7684\u306a\u6295\u8cc7\u5224\u65ad\u306f\u3054\u81ea\u8eab\u3067\u884c\u3063\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>\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001Applied Materials\uff08AMAT\uff09\u306e\u88c5\u7f6e\u53d7\u6ce8\u5897\u306f\u5358\u306a\u308b\u540c\u793e\u306e\u696d\u7e3e\u6539\u5584\u30b7\u30b0\u30ca\u30eb\u306b\u3068\u3069\u307e\u3089\u305a\u3001AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306b\u3088\u308b\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u9700\u7d66\u3092\u518d\u7de8\u3059\u308b\u91cd\u8981\u306a\u624b\u304c\u304b\u308a\u3067\u3059\u3002 \u88c5\u7f6e\u53d7\u6ce8\u306e\u5897\u52a0\u306f [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1179,1178],"tags":[1180,973,972,803,1016,7],"class_list":["post-1662","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-applied-materials","tag-ai","tag-applied-materials","tag-asml","tag-nvda","tag-1016","tag-7"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2024\/12\/us.jpg","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1662"}],"version-history":[{"count":1,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1662\/revisions"}],"predecessor-version":[{"id":1663,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1662\/revisions\/1663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/media\/15"}],"wp:attachment":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}