{"id":1666,"date":"2026-02-25T20:27:18","date_gmt":"2026-02-25T11:27:18","guid":{"rendered":"https:\/\/us-stocks.owl358.com\/?p=1666"},"modified":"2026-02-25T20:27:18","modified_gmt":"2026-02-25T11:27:18","slug":"post-1666","status":"publish","type":"post","link":"https:\/\/us-stocks.owl358.com\/?p=1666","title":{"rendered":"2026\u5e74\u306b\u672c\u6c17\u3067\u8cb7\u3044\u305f\u3044AI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u682a10\u9078\uff1aGPU\u30fbDRAM\u30fb\u88c5\u7f6e\u306e\u8996\u70b9\u3067\u9078\u3076"},"content":{"rendered":"<p>\u751f\u6210AI\u306e\u5546\u7528\u5316\u304c\u52a0\u901f\u3059\u308b\u4e2d\u3001GPU\u30fb\u30e1\u30e2\u30ea\u30fb\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306a\u3069\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u304c\u9700\u8981\u62e1\u5927\u306e\u53d7\u76ca\u8005\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u8a18\u4e8b\u3067\u306f2026\u5e74\u306e\u6295\u8cc7\u5019\u88dc\u3068\u3057\u3066\u3001GPU\u8a2d\u8a08\u3001DRAM\u30fbHBM\u3001\u88fd\u9020\u88c5\u7f6e\u30fb\u691c\u67fb\u6a5f\u5668\u306e\u4e09\u8996\u70b9\u304b\u3089\u5b9f\u52d9\u7684\u306b10\u9298\u67c4\u3092\u9078\u5b9a\u3057\u3001\u5404\u9298\u67c4\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u3001\u4e3b\u8981\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3001\u30ea\u30b9\u30af\u3001\u8cb7\u3044\u30bf\u30a4\u30df\u30f3\u30b0\u307e\u3067\u307e\u3068\u3081\u307e\u3059\u3002<\/p>\n<h2>\u8981\u7d04\uff08\u30b5\u30de\u30ea\u30fc\uff09<\/h2>\n<p>\u30fbAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306eGPU\u9700\u8981\u306f\u5f15\u304d\u7d9a\u304d\u5f37\u3044\u3068\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u30fb\u30e1\u30e2\u30ea\uff08\u7279\u306bHBM\uff09\u9700\u7d66\u306f\u903c\u8feb\u3057\u3066\u304a\u308a\u4fa1\u683c\u30fb\u30de\u30fc\u30b8\u30f3\u306e\u4e0a\u632f\u308c\u671f\u5f85\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30fb\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306f\u8a2d\u5099\u6295\u8cc7\u306e\u5897\u52a0\u3067\u53d7\u6ce8\u304c\u56de\u5fa9\u57fa\u8abf\u3067\u3059\u3002<\/p>\n<p class=\"small\">\uff08\u3053\u306e\u8a18\u4e8b\u3067\u6271\u3046\u4e3b\u8981\u51fa\u5178\u306e\u4e00\u4f8b\uff1aNVIDIA\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u52d5\u5411\u3001Applied Materials\u306e\u56db\u534a\u671f\u898b\u901a\u3057\u3001Micron\u306eHBM\u751f\u7523\u72b6\u6cc1\u3001ASML\u306eEUV\u9700\u8981\u898b\u901a\u3057\u3001AMD\u3068\u5927\u624b\u9867\u5ba2\u306eAI\u5951\u7d04\u306a\u3069\u3002\u30da\u30fc\u30b8\u672b\u306b\u53c2\u8003\u30bd\u30fc\u30b9\u3092\u63b2\u8f09\u3057\u3066\u3044\u307e\u3059\u3002\uff09<\/p>\n<h2>\u9078\u5b9a\u57fa\u6e96\u3068\u6295\u8cc7\u8996\u70b9<\/h2>\n<p>\u9298\u67c4\u306f\u6b21\u306e\u57fa\u6e96\u3067\u9078\u3073\u307e\u3057\u305f\u3002<\/p>\n<ul>\n<li>AI\u30a4\u30f3\u30d5\u30e9\u306e\u5b9f\u9700\u306b\u76f4\u7d50\u3057\u3066\u3044\u308b\u304b\u3002<\/li>\n<li>\u53ce\u76ca\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u9ad8\u304f\u3001\u4e0a\u632f\u308c\u8981\u56e0\u304c\u660e\u78ba\u304b\u3002<\/li>\n<li>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u9375\u3092\u63e1\u308b\u6280\u8853\u30fb\u88fd\u54c1\u3092\u6301\u3063\u3066\u3044\u308b\u304b\u3002<\/li>\n<li>\u8ca1\u52d9\u57fa\u76e4\u304c\u5f37\u304f\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u6295\u8cc7\u3092\u7d99\u7d9a\u3067\u304d\u308b\u304b\u3002<\/li>\n<\/ul>\n<p>\u3053\u3053\u304b\u3089\u306f10\u9298\u67c4\u3092\u30bb\u30af\u30bf\u30fc\u5225\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<h2>GPU\u30fb\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u95a2\u9023\uff08\u8a2d\u8a08\u30fb\u4f9b\u7d66\uff09<\/h2>\n<h3>NVIDIA\uff08NVDA\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1aAI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\uff0f\u63a8\u8ad6\u5411\u3051GPU\u3067\u5727\u5012\u7684\u306a\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u6301\u3064\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306eAI\u5c0e\u5165\u304c\u62e1\u5927\u3059\u308b\u4e2d\u3067\u3001NVIDIA\u306eGPU\u9700\u8981\u306f\u9ad8\u6b62\u307e\u308a\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u6ce8\u76ee\u70b9\uff1a\u65b0\u4e16\u4ee3GPU\u3078\u306e\u5207\u308a\u66ff\u3048\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u63a1\u7528\u62e1\u5927\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff08CUDA\uff09\u306b\u3088\u308b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u512a\u4f4d\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u7af6\u5408\uff08AMD\u3001\u30ab\u30b9\u30bf\u30e0ASIC\uff09\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u6df7\u4e71\u3001\u4fa1\u683c\u7af6\u4e89\u3002<\/p>\n<p class=\"small\">\uff08\u91cd\u8981\u51fa\u5178\uff1a\u6700\u65b0\u306e\u5e02\u5834\u5831\u9053\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051GPU\u9700\u8981\u304c\u5f37\u3044\u3053\u3068\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\uff09<\/p>\n<h3>AMD\uff08AMD\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1aMI\u30b7\u30ea\u30fc\u30ba\u306a\u3069AI\u5411\u3051\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u5546\u7528\u5c0e\u5165\u304c\u9032\u3080\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1a\u5927\u624b\u30af\u30e9\u30a6\u30c9\uff0f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306e\u9577\u671f\u5951\u7d04\u3084\u30ab\u30b9\u30bf\u30e0\u4f9b\u7d66\u306e\u62e1\u5927\u3002<\/p>\n<p>\u6ce8\u76ee\u70b9\uff1a\u9867\u5ba2\u5206\u6563\u5316\u3068\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u3067\u30b7\u30a7\u30a2\u62e1\u5927\u306e\u4f59\u5730\u304c\u3042\u308b\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1aNVIDIA\u3068\u306e\u7af6\u4e89\u6fc0\u5316\u3001\u30de\u30fc\u30b8\u30f3\u5727\u8feb\u3002<\/p>\n<p class=\"small\">\uff08\u53c2\u8003\uff1a\u5927\u53e3\u9867\u5ba2\u3068\u306e\u5927\u578b\u5951\u7d04\u304c\u8907\u6570\u5831\u3058\u3089\u308c\u3066\u304a\u308a\u3001AI\u30a4\u30f3\u30d5\u30e9\u3067\u306e\u63a1\u7528\u4e8b\u4f8b\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\uff09<\/p>\n<h2>DRAM\u30fbHBM\uff08\u30e1\u30e2\u30ea\uff09\u95a2\u9023<\/h2>\n<h3>Micron Technology\uff08MU\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1aHBM\u306a\u3069AI\u5411\u3051\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306e\u4f9b\u7d66\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u77ed\u4e2d\u671f\u3067\u9700\u7d66\u306e\u30bf\u30a4\u30c8\u5316\u304c\u4fa1\u683c\u3068\u30de\u30fc\u30b8\u30f3\u306e\u6539\u5584\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1aAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306b\u5927\u91cf\u306eHBM\u304c\u5fc5\u8981\u306b\u306a\u3063\u3066\u3044\u308b\u70b9\u3002<\/p>\n<p>\u6ce8\u76ee\u70b9\uff1aHBM4\u306e\u91cf\u7523\u958b\u59cb\u3084\u3001\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u4f9b\u7d66\u5951\u7d04\u72b6\u6cc1\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u30e1\u30e2\u30ea\u30b5\u30a4\u30af\u30eb\u306e\u5909\u52d5\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3002<\/p>\n<p class=\"small\">\uff08\u91cd\u8981\u51fa\u5178\uff1aMicron\u304cHBM\u306e\u4f9b\u7d66\u3092\u65e9\u671f\u306b\u5897\u5f37\u3057\u30012026\u5e74\u306e\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3093\u3067\u3044\u308b\u3068\u306e\u5831\u9053\u304c\u3042\u308a\u307e\u3059\u3002\uff09<\/p>\n<h3>\uff08\u88dc\u8db3\uff09DRAM\u30c1\u30a7\u30fc\u30f3\u306e\u6982\u6cc1<\/h3>\n<p>\u5e02\u5834\u306f\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u5897\u7523\u8a08\u753b\u3092\u7e54\u308a\u8fbc\u307f\u3064\u3064\u3082\u3001\u77ed\u671f\u7684\u306a\u9700\u7d66\u3072\u3063\u8feb\u304c\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>AI\u9700\u8981\u304c\u727d\u5f15\u5f79\u3068\u306a\u308b\u3053\u3068\u3067\u3001DRAM\u30fbHBM\u30e1\u30fc\u30ab\u30fc\u306e\u53ce\u76ca\u6027\u56de\u5fa9\u304c\u671f\u5f85\u3055\u308c\u307e\u3059\u3002<\/p>\n<h2>\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30fb\u691c\u67fb\u6a5f\u5668<\/h2>\n<h3>Applied Materials\uff08AMAT\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1a\u30a6\u30a7\u30cf\u52a0\u5de5\u30fb\u6750\u6599\u30d7\u30ed\u30bb\u30b9\u3067\u5e45\u5e83\u3044\u88fd\u54c1\u7fa4\u3092\u6301\u3064\u88c5\u7f6e\u5927\u624b\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1aAI\u7528\u534a\u5c0e\u4f53\u9700\u8981\u306e\u62e1\u5927\u306b\u3088\u308a\u88c5\u7f6e\u53d7\u6ce8\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u6ce8\u76ee\u70b9\uff1abook-to-bill\u3068\u56db\u534a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u53d7\u6ce8\u6b8b\u306e\u63a8\u79fb\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u53d7\u6ce8\u306e\u5b63\u7bc0\u5909\u52d5\u3001\u8cc7\u672c\u652f\u51fa\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u611f\u3002<\/p>\n<p class=\"small\">\uff08\u91cd\u8981\u51fa\u5178\uff1aApplied Materials\u306fAI\u9700\u8981\u3092\u7406\u7531\u306b\u56db\u534a\u671f\u58f2\u4e0a\u898b\u901a\u3057\u3092\u4e0a\u65b9\u4fee\u6b63\u3057\u3001\u696d\u7e3e\u671f\u5f85\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\uff09<\/p>\n<h3>Lam Research\uff08LRCX\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1a\u30a8\u30c3\u30c1\u30f3\u30b0\u3084\u6210\u819c\u306a\u3069\u3067\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u306b\u5fc5\u9808\u306e\u88c5\u7f6e\u3092\u4f9b\u7d66\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1a\u6700\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u30fb\u30e1\u30e2\u30ea\u306e\u4e21\u9762\u3067\u88c5\u7f6e\u9700\u8981\u304c\u5f37\u5316\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u9700\u8981\u304c\u6025\u56de\u5fa9\u3057\u305f\u5834\u5408\u306e\u7d0d\u671f\u30fb\u4f9b\u7d66\u5236\u7d04\u3002<\/p>\n<h3>KLA\uff08KLAC\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1a\u30d7\u30ed\u30bb\u30b9\u5236\u5fa1\u3068\u691c\u67fb\u88c5\u7f6e\u3067\u9ad8\u3044\u30de\u30fc\u30b8\u30f3\u3092\u78ba\u4fdd\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1a\u5fae\u7d30\u5316\u30fb\u6b69\u7559\u307e\u308a\u6539\u5584\u30cb\u30fc\u30ba\u306e\u9ad8\u307e\u308a\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u8a2d\u5099\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306e\u6ce2\u3002<\/p>\n<h3>ASML\uff08ASML\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1aEUV\uff08\u6975\u7aef\u7d2b\u5916\u7dda\uff09\u88c5\u7f6e\u306e\u307b\u307c\u72ec\u5360\u7684\u4f9b\u7d66\u8005\u3067\u3042\u308a\u3001\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u306e\u62e1\u5927\u304c\u7d9a\u3051\u3070\u540c\u793e\u306e\u53d7\u6ce8\u30da\u30fc\u30b9\u306f\u9ad8\u6c34\u6e96\u304c\u7d9a\u304d\u307e\u3059\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1aEUV\u9700\u8981\u306e\u9577\u671f\u7684\u306a\u5897\u52a0\u3068\u65b0\u6280\u8853\uff08High-NA\u306a\u3069\uff09\u306e\u5546\u7528\u5316\u3002<\/p>\n<p class=\"small\">\uff08\u91cd\u8981\u51fa\u5178\uff1aASML\u306fAI\u9700\u8981\u3092\u9577\u671f\u7684\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u4f4d\u7f6e\u4ed8\u3051\u3001EUV\u306e\u9700\u8981\u62e1\u5927\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\uff09<\/p>\n<h2>\u5468\u8fba\u6a5f\u5668\u30fb\u30a4\u30f3\u30d5\u30e9\uff08\u30b3\u30cd\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30fb\u30c6\u30b9\u30c8\uff09<\/h2>\n<h3>Broadcom\uff08AVGO\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u534a\u5c0e\u4f53\u3084\u30ab\u30b9\u30bf\u30e0ASIC\u3067\u9ad8\u3044\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u3080\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1aAI\u30af\u30e9\u30b9\u30bf\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u9700\u8981\u3001\u30ab\u30b9\u30bf\u30e0AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u666e\u53ca\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u9867\u5ba2\u96c6\u4e2d\u3084\u8cb7\u53ce\u306e\u7d71\u5408\u30ea\u30b9\u30af\u3002<\/p>\n<h3>Teradyne\uff08TER\uff09<\/h3>\n<p>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff1a\u534a\u5c0e\u4f53\u306e\u30c6\u30b9\u30c8\u88c5\u7f6e\u3092\u624b\u639b\u3051\u3001\u534a\u5c0e\u4f53\u751f\u7523\u5897\u52a0\u306f\u691c\u67fb\u30fb\u30c6\u30b9\u30c8\u9700\u8981\u5897\u306b\u3064\u306a\u304c\u308b\u3002<\/p>\n<p>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\uff1a\u9ad8\u5ea6\u306aAI\u30c1\u30c3\u30d7\u306e\u51fa\u8377\u5897\u3068\u91cf\u7523\u62e1\u5927\u3002<\/p>\n<p>\u30ea\u30b9\u30af\uff1a\u88fd\u9020\u30e9\u30a4\u30f3\u306e\u81ea\u52d5\u5316\u6295\u8cc7\u306e\u5909\u52d5\u3002<\/p>\n<h2>10\u9298\u67c4\u30b5\u30de\u30ea\u8868\uff08\u30c6\u30a3\u30c3\u30ab\u30fc\u4ed8\u304d\uff09<\/h2>\n<table>\n<thead>\n<tr>\n<th>\u30bb\u30af\u30bf\u30fc<\/th>\n<th>\u9298\u67c4\uff08\u30c6\u30a3\u30c3\u30ab\u30fc\uff09<\/th>\n<th>1\u884c\u3067\u306e\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GPU<\/td>\n<td>NVIDIA\uff08NVDA\uff09<\/td>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051GPU\u3067\u5727\u5012\u7684\u5e02\u5834\u652f\u914d\u3002<\/td>\n<\/tr>\n<tr>\n<td>GPU<\/td>\n<td>AMD\uff08AMD\uff09<\/td>\n<td>MI\u30b7\u30ea\u30fc\u30ba\u3067AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5e02\u5834\u306b\u8ffd\u968f\u3002<\/td>\n<\/tr>\n<tr>\n<td>DRAM\/HBM<\/td>\n<td>Micron\uff08MU\uff09<\/td>\n<td>HBM\u751f\u7523\u62e1\u5927\u3067AI\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3080\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u88c5\u7f6e<\/td>\n<td>Applied Materials\uff08AMAT\uff09<\/td>\n<td>\u88c5\u7f6e\u53d7\u6ce8\u306e\u56de\u5fa9\u304c\u696d\u7e3e\u6539\u5584\u3092\u727d\u5f15\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u88c5\u7f6e<\/td>\n<td>Lam Research\uff08LRCX\uff09<\/td>\n<td>\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u5411\u3051\u88c5\u7f6e\u306e\u4e2d\u6838\u4f01\u696d\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u691c\u67fb<\/td>\n<td>KLA\uff08KLAC\uff09<\/td>\n<td>\u30d7\u30ed\u30bb\u30b9\u5236\u5fa1\u30fb\u691c\u67fb\u3067\u9ad8\u53ce\u76ca\u3092\u78ba\u4fdd\u3002<\/td>\n<\/tr>\n<tr>\n<td>EUV\u88c5\u7f6e<\/td>\n<td>ASML\uff08ASML\uff09<\/td>\n<td>EUV\u3067\u306e\u512a\u4f4d\u6027\u304c\u9577\u671f\u9700\u8981\u3092\u652f\u3048\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\/ASIC<\/td>\n<td>Broadcom\uff08AVGO\uff09<\/td>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3080\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u30c6\u30b9\u30c8<\/td>\n<td>Teradyne\uff08TER\uff09<\/td>\n<td>IC\u30c6\u30b9\u30c8\u9700\u8981\u306e\u56de\u5fa9\u3067\u53d7\u6ce8\u5897\u304c\u671f\u5f85\u3002<\/td>\n<\/tr>\n<tr>\n<td>CPU\/\u30a4\u30f3\u30d5\u30e9<\/td>\n<td>Intel\uff08INTC\uff09<\/td>\n<td>\u5185\u88fdGPU\u30fb\u72ec\u81eaAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3067\u8ffd\u968f\u306e\u53ef\u80fd\u6027\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u6295\u8cc7\u30bf\u30a4\u30df\u30f3\u30b0\u3068\u6226\u8853\uff08\u5b9f\u52d9\uff09<\/h2>\n<p>\u30fb\u77ed\u671f\u306f\u53d7\u6ce8\u767a\u8868\u3084\u56db\u534a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u682a\u4fa1\u304c\u5927\u304d\u304f\u52d5\u304d\u307e\u3059\u3002<\/p>\n<p>\u30fb\u4e2d\u671f\u306f\u88fd\u9020\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306e\u62e1\u5f35\u8a08\u753b\u3068\u5b9f\u969b\u306e\u53d7\u6ce8\u6b8b\u306e\u5897\u6e1b\u3092\u898b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<p>\u30fb\u30ea\u30b9\u30af\u7ba1\u7406\u7b56\u3068\u3057\u3066\u3001\u30a4\u30d9\u30f3\u30c8\u524d\u306f\u30dd\u30b8\u30b7\u30e7\u30f3\u7e2e\u5c0f\u3001\u4e3b\u8981\u9298\u67c4\u306f\u5206\u5272\u30a8\u30f3\u30c8\u30ea\u30fc\u3092\u63a8\u5968\u3057\u307e\u3059\u3002<\/p>\n<h2>\u4e3b\u8981\u30ea\u30b9\u30af\uff08\u6295\u8cc7\u5bb6\u304c\u78ba\u8a8d\u3059\u3079\u304d\u70b9\uff09<\/h2>\n<ul>\n<li>\u30e1\u30e2\u30ea\u4f9b\u7d66\u306e\u6025\u62e1\u5927\u306b\u3088\u308b\u4fa1\u683c\u6025\u843d\u30ea\u30b9\u30af\u3002<\/li>\n<li>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u767a\u6ce8\u5148\u5909\u66f4\u3084\u81ea\u793eASIC\u5316\u3002<\/li>\n<li>\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3068\u8f38\u51fa\u898f\u5236\u306e\u5f37\u5316\u3002<\/li>\n<li>\u534a\u5c0e\u4f53\u30b5\u30a4\u30af\u30eb\u306e\u65e9\u671f\u53cd\u8ee2\u3002<\/li>\n<\/ul>\n<h2>\u5b9f\u52d9\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\uff08\u8cb7\u3046\u524d\u306b\u5fc5\u305a\u898b\u308b\u6307\u6a19\uff09<\/h2>\n<ol>\n<li>\u5404\u793e\u306ebook-to-bill\u30fb\u53d7\u6ce8\u6b8b\u3002<\/li>\n<li>\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306eCapEx\u52d5\u5411\uff08\u56db\u534a\u671f\u8cc7\u6599\uff09\u3002<\/li>\n<li>\u30e1\u30e2\u30ea\u4fa1\u683c\u30c8\u30ec\u30f3\u30c9\uff08DRAM\/HBM\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\uff09\u3002<\/li>\n<li>\u4e3b\u8981\u56fd\u306e\u8f38\u51fa\u898f\u5236\u3084\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5236\u7d04\u3002<\/li>\n<li>\u56db\u534a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u53d7\u6ce8\u63a8\u5b9a\u3002<\/li>\n<\/ol>\n<h2>\u307e\u3068\u3081\uff08\u6295\u8cc7\u5224\u65ad\u306e\u8981\u70b9\uff09<\/h2>\n<p>2026\u5e74\u306fAI\u30a4\u30f3\u30d5\u30e9\u306e\u300c\u5b9f\u9700\u300d\u304c\u682a\u4fa1\u3092\u652f\u3048\u308b\u5e74\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002<\/p>\n<p>GPU\u8a2d\u8a08\u4f01\u696d\u3001HBM\/DRAM\u30e1\u30fc\u30ab\u30fc\u3001\u88c5\u7f6e\u30fb\u691c\u67fb\u6a5f\u5668\u30e1\u30fc\u30ab\u30fc\u3092\u30d0\u30e9\u30f3\u30b9\u826f\u304f\u4fdd\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u4e0a\u632f\u308c\u30e1\u30ea\u30c3\u30c8\u3092\u53d6\u308a\u306b\u884c\u304f\u6226\u7565\u304c\u5408\u7406\u7684\u3067\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u9700\u7d66\u306e\u6025\u5909\u3084\u653f\u7b56\u30ea\u30b9\u30af\u306b\u306f\u6ce8\u610f\u3057\u3001\u6307\u6a19\u3068\u53d7\u6ce8\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u6a5f\u68b0\u7684\u306a\u58f2\u8cb7\u30eb\u30fc\u30eb\u3092\u6301\u3064\u3053\u3068\u304c\u6210\u529f\u306e\u9375\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p class=\"small\">\u203b\u672c\u8a18\u4e8b\u306f\u6295\u8cc7\u52a9\u8a00\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u5224\u65ad\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h2 style=\"font-size: 16px;\">\u5f53\u30b5\u30a4\u30c8\u5185\u306e\u95a2\u9023\u5185\u90e8\u30ea\u30f3\u30af<\/h2>\n<ul>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/\" target=\"_blank\" rel=\"noopener\">\u30b5\u30a4\u30c8\u30c8\u30c3\u30d7 \u2014 \u30a6\u30a9\u30fc\u30eb\u8857\u306e\u7a93<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1639\" target=\"_blank\" rel=\"noopener\">\u51fa\u6765\u9ad8\u6025\u5897\u304b\u3089\u59cb\u307e\u3063\u305f\u682a\u4fa1\u4e0a\u6607 \u672c\u7269\u306e\u6025\u9a30\u9298\u67c4\u3092\u898b\u629c\u304f\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1625\" target=\"_blank\" rel=\"noopener\">\u3053\u3053\u6700\u8fd1\u3067\u66b4\u9a30\u3057\u305f\u7c73\u56fd\u682a5\u9078\uff1a\u306a\u305c\u4e0a\u304c\u3063\u305f\u304b\uff0f\u4eca\u5f8c\u3069\u3046\u306a\u308b\u304b<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1535\" target=\"_blank\" rel=\"noopener\">2025\u5e74\u6ce8\u76ee\u306e\u534a\u5c0e\u4f53\u8a2d\u5099\u95a2\u9023ETF\u30fb\u500b\u5225\u682a\u30d9\u30b9\u30c810<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1633\" target=\"_blank\" rel=\"noopener\">\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306e\u9ad8\u307e\u308a\u3067\u8cb7\u308f\u308c\u305f\u9632\u885b\u95a2\u9023\u682a \u7c73\u56fd\u5e02\u5834\u306e\u8cc7\u91d1 &#8230;<\/a><\/li>\n<\/ul>\n<h2 style=\"font-size: 14px;\">\u53c2\u8003\u30bd\u30fc\u30b9\uff08\u672c\u6587\u3067\u8a00\u53ca\u3057\u305f\u4e3b\u8981\u4e00\u6b21\u60c5\u5831\uff09<\/h2>\n<ul class=\"small\">\n<li>NVIDIA \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u306b\u95a2\u3059\u308b\u5e02\u5834\u5831\u9053<\/li>\n<li>Applied Materials \u304c\u56db\u534a\u671f\u58f2\u4e0a\u898b\u901a\u3057\u3092\u4e0a\u65b9\u4fee\u6b63\u3057\u305f\u5831\u9053<\/li>\n<li>Micron \u306e HBM \u751f\u7523\u30fb\u9700\u7d66\u306b\u95a2\u3059\u308b\u5831\u9053<\/li>\n<li>ASML \u306e AI\u9700\u8981\u3092\u898b\u8d8a\u3057\u305fEUV\u9700\u8981\u62e1\u5927\u898b\u901a\u3057<\/li>\n<li>AMD \u3068\u5927\u624b\u9867\u5ba2\u306eAI\u30c1\u30c3\u30d7\u4f9b\u7d66\u5951\u7d04\u306b\u95a2\u3059\u308b\u5831\u9053<\/li>\n<\/ul>\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>\u751f\u6210AI\u306e\u5546\u7528\u5316\u304c\u52a0\u901f\u3059\u308b\u4e2d\u3001GPU\u30fb\u30e1\u30e2\u30ea\u30fb\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306a\u3069\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u304c\u9700\u8981\u62e1\u5927\u306e\u53d7\u76ca\u8005\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002 \u672c\u8a18\u4e8b\u3067\u306f2026\u5e74\u306e\u6295\u8cc7\u5019\u88dc\u3068\u3057\u3066\u3001GPU\u8a2d\u8a08\u3001DRAM\u30fbHBM\u3001\u88fd\u9020\u88c5\u7f6e\u30fb\u691c\u67fb\u6a5f\u5668\u306e\u4e09\u8996\u70b9\u304b\u3089\u5b9f [&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":[1185,1186],"tags":[643,908,906,277,1016],"class_list":["post-1666","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai10","category-gpudram","tag-ai","tag-dram","tag-gpu","tag-277","tag-1016"],"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\/1666","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=1666"}],"version-history":[{"count":1,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1666\/revisions"}],"predecessor-version":[{"id":1667,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1666\/revisions\/1667"}],"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=1666"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1666"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}