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\/>\n2025\u5e74\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u306e\u898f\u6a21\u306f26\u51048000\u4e07\u7c73\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u30012026\u5e74\u306b\u306f29\u51041048\u4e07\u7c73\u30c9\u30eb\u30012034\u5e74\u306b\u306f56\u51043123\u4e07\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u898b\u8fbc\u307f\u3067\u30012026\u5e74\u304b\u30892034\u5e74\u306e\u4e88\u6e2c\u671f\u9593\u4e2d\u3001\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f8.6%\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f2025\u5e74\u306b70.2%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u6301\u3061\u3001\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u3092\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u306f\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u306b\u304a\u3044\u3066\u91d1\u5c5e\u9593\u63a5\u9593\u306e\u9759\u96fb\u5bb9\u91cf\u3092\u6e1b\u5c11\u3055\u305b\u3001\u96c6\u7a4d\u56de\u8def\u306e\u4fe1\u53f7\u901f\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u96fb\u529b\u6d88\u8cbb\u3092\u4f4e\u4e0b\u3055\u305b\u308b\u305f\u3081\u306b\u4f7f\u7528\u3055\u308c\u308b\u7279\u6b8a\u306a\u7d76\u7e01\u6750\u6599\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u6750\u6599\u306f\u3001\u5148\u9032\u7684\u306a\u30aa\u30eb\u30ac\u30ce\u30b7\u30ea\u30b1\u30fc\u30c8\u30ac\u30e9\u30b9\uff08OSG\uff09\u3001\u591a\u5b54\u8cea\u30b7\u30ea\u30ab\u3001\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u4f4ek\u5316\u5408\u7269\u3092\u4f7f\u7528\u3057\u3066\u3001\u9ad8\u6027\u80fd\u306a\u534a\u5c0e\u4f53\u30c7\u30d0\u30a4\u30b9\u304a\u3088\u3073\u9ad8\u5ea6\u306a\u30c1\u30c3\u30d7\u88fd\u9020\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3088\u3046\u306b\u914d\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u306e\u5e02\u5834\u9700\u8981\u306f\u3001\u5148\u9032\u7684\u306a\u534a\u5c0e\u4f53\u3078\u306e\u9700\u8981\u306e\u5897\u52a0\u3001AI\u30015G\u3001\u304a\u3088\u3073\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u6280\u8853\u306e\u63a1\u7528\u306e\u5897\u52a0\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u65bd\u8a2d\u3078\u306e\u6295\u8cc7\u306e\u5897\u52a0\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u534a\u5c0e\u4f53\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u306e\u9032\u5c55\u3068\u30c1\u30c3\u30d7\u751f\u7523\u80fd\u529b\u306e\u62e1\u5927\u3082\u3001\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u306e\u6210\u9577\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9<br \/>\n1. \u9ad8\u5ea6\u306a\u30ed\u30b8\u30c3\u30af\u30ce\u30fc\u30c9\u5411\u3051\u306e\u8d85\u4f4ek\u8a98\u96fb\u4f53\u6750\u6599\u306e\u63a1\u7528\u306e\u5897\u52a0<br \/>\n\u534a\u5c0e\u4f53\u88fd\u9020\u696d\u8005\u306f\u3001\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u5bc6\u5ea6\u306e\u9ad8\u3044\u5c0f\u578b\u5316\u3055\u308c\u305f\u5e7e\u4f55\u5b66\u306b\u79fb\u884c\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u8d85\u4f4ek\u8a98\u96fb\u4f53\u6750\u6599\u306e\u63a1\u7528\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002TSMC\u306e2nm\u30d7\u30ed\u30bb\u30b9\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c2025\u5e74\u306b\u91cf\u7523\u306b\u5165\u308b\u3053\u3068\u3067\u3001\u5148\u9032\u7684\u306a\u30c1\u30c3\u30d7\u306b\u304a\u3051\u308b\u63a5\u7d9a\u9593\u306e\u9759\u96fb\u5bb9\u91cf\u3068\u4fe1\u53f7\u9045\u5ef6\u3092\u6e1b\u5c11\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u8d85\u4f4ek\u8a98\u96fb\u4f53\u6750\u6599\u306e\u5fc5\u8981\u6027\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u79fb\u884c\u306f\u3001\u6a5f\u68b0\u7684\u5b89\u5b9a\u6027\u3068\u30d7\u30ed\u30bb\u30b9\u4fe1\u983c\u6027\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u4f4e\u3044\u8a98\u96fb\u7387\u3092\u6301\u3064\u8a98\u96fb\u4f53\u6750\u6599\u306e\u958b\u767a\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2. \u30d7\u30e9\u30ba\u30de\u8010\u6027\u306e\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u306e\u958b\u767a\u306e\u5897\u52a0<br \/>\n\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u306e\u4f9b\u7d66\u696d\u8005\u306f\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u304c\u3088\u308a\u653b\u6483\u7684\u306a\u30d7\u30e9\u30ba\u30de\u30a8\u30c3\u30c1\u30f3\u30b0\u304a\u3088\u3073\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306b\u79fb\u884c\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30d7\u30e9\u30ba\u30de\u8010\u6027\u306e\u3042\u308b\u914d\u5408\u3092\u958b\u767a\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30e9\u30ba\u30de\u8010\u6027\u306e\u5411\u4e0a\u306f\u3001\u6750\u6599\u306e\u5b8c\u5168\u6027\u3092\u6539\u5584\u3057\u3001\u8a98\u96fb\u4f53\u306e\u640d\u50b7\u3092\u6e1b\u5c11\u3055\u305b\u3001\u5148\u9032\u7684\u306a\u88fd\u9020\u4e2d\u306e\u30c7\u30d0\u30a4\u30b9\u6027\u80fd\u306e\u4e00\u8cab\u6027\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002Applied Materials\u306f\u3001\u6b21\u4e16\u4ee3\u534a\u5c0e\u4f53\u88fd\u9020\u306e\u305f\u3081\u306e\u30d7\u30e9\u30ba\u30de\u4e92\u63db\u306e\u8a98\u96fb\u4f53\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u958b\u767a\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u79fb\u884c\u306f\u3001\u5148\u9032\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u5411\u3051\u306e\u8010\u4e45\u6027\u306e\u3042\u308b\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u306e\u9769\u65b0\u3092\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u306e\u6295\u8cc7\u304a\u3088\u3073\u8cc7\u91d1\u8abf\u9054\u5206\u6790<br \/>\n1. 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2025\u5e74\u304b\u30892026\u5e74\u306e\u4f4ek\u8a98\u96fb\u4f53\u5316\u5b66\u5e02\u5834\u306b\u304a\u3051\u308b\u4e3b\u8981\u306a\u6295\u8cc7\u304a\u3088\u3073\u8cc7\u91d1\u8abf\u9054\u6d3b\u52d5<br \/>\n&#8211; \u65e5\u672c\u6295\u8cc7\u516c\u793e\uff08JIC\uff09\uff1a60\u5104\u7c73\u30c9\u30eb<br \/>\n  2026\u5e745\u6708\u3001\u65e5\u672c\u6295\u8cc7\u516c\u793e\u306f\u7d0460\u5104\u30c9\u30eb\u3067JSR\u3092\u8cb7\u53ce\u3057\u3001\u6226\u7565\u7684\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6295\u8cc7\u306f\u3001\u6b21\u4e16\u4ee3\u534a\u5c0e\u4f53\u88fd\u9020\u306e\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u8a98\u96fb\u4f53\u3001\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u3001\u304a\u3088\u3073\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u6750\u6599\u306e\u958b\u767a\u3092\u652f\u63f4\u3059\u308bJSR\u306e\u534a\u5c0e\u4f53\u6750\u6599\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5f37\u5316\u3057\u307e\u3059\u3002<br \/>\n&#8211; 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