{"id":66125,"date":"2025-12-26T13:11:19","date_gmt":"2025-12-26T04:11:19","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/high-bandwidth-memory-market-mordor\/"},"modified":"2026-09-29T11:18:09","modified_gmt":"2026-09-29T02:18:09","slug":"high-bandwidth-memory-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/high-bandwidth-memory-market-mordor\/","title":{"rendered":"\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2025-2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/high-bandwidth-memory-market_1663678403912_High_Bandwidth_Memory_Market_-_Market_Concentration.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/high-bandwidth-memory-market-size-image-1752238844138.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u306e\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 AI\u30b5\u30fc\u30d0\u30fc\u306e\u666e\u53ca\u3068GPU\u642d\u8f09\u7387<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306eDDR5\u304a\u3088\u30732.5D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3078\u306e\u79fb\u884c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \u8eca\u8f09ADAS\u306b\u304a\u3051\u308b\u30a8\u30c3\u30b8AI\u63a8\u8ad6<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30b9\u30bf\u30c3\u30af\u306e\u9078\u597d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u5730\u57df\u3054\u3068\u306e\u30e1\u30e2\u30ea\u751f\u7523\u88dc\u52a9\u91d1\uff08\u97d3\u56fd\u3001\u7c73\u56fd\u3001\u65e5\u672c\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u5bfe\u5fdcHBM\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\uff08HBM-P\uff09<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 12\u5c64\u4ee5\u4e0a\u306e\u30b9\u30bf\u30c3\u30af\u306b\u304a\u3051\u308bTSV\u6b69\u7559\u307e\u308a\u640d\u5931<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 CoWoS\/SoIC\u306e\u9ad8\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u80fd\u529b\u306e\u5236\u9650<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 1 TB\/s\u3092\u8d85\u3048\u308b\u5e2f\u57df\u5e45\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u71b1\u30b9\u30ed\u30c3\u30c8\u30ea\u30f3\u30b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u8f38\u51fa\u898f\u5236<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 DRAM\u5e02\u5834\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 DRAM\u306e\u53ce\u76ca\u3068\u9700\u8981\u4e88\u6e2c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \u5730\u57df\u5225DRAM\u53ce\u76ca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.3 DDR5\u88fd\u54c1\u306e\u73fe\u5728\u306e\u4fa1\u683c\u8a2d\u5b9a<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.4 DDR5\u88fd\u54c1\u30e1\u30fc\u30ab\u30fc\u30ea\u30b9\u30c8<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u306e\u5f71\u97ff<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30b5\u30fc\u30d0\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \u5bb6\u5ead\u7528\u96fb\u5316\u88fd\u54c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \u81ea\u52d5\u8eca\u304a\u3088\u3073\u8f38\u9001<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 HBM2<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 HBM2E<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 HBM3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 HBM3E<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 HBM4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a\u306e\u30e1\u30e2\u30ea\u5bb9\u91cf\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 4 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 8 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 16 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 24 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 32 GB\u4ee5\u4e0a<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 GPU<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 CPU<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc \/ ASIC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 FPGA<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \u305d\u306e\u4ed6\u306e\u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 \u30c8\u30eb\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.4 \u305d\u306e\u4ed6\u306e\u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \u305d\u306e\u4ed6\u306e\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u4e89\u74b0\u5883<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u304d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u8ca1\u52d9\u3001\u6226\u7565\u60c5\u5831\u3001\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \u30a4\u30f3\u30c6\u30eb\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30bb\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 ASE\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \u30a2\u30f3\u30b3\u30fc\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \u30d1\u30ef\u30fc\u30c6\u30c3\u30af\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u30fb\u30de\u30a4\u30af\u30ed\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \u30b0\u30ed\u30fc\u30d0\u30eb\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \u30a2\u30d7\u30e9\u30a4\u30c9\u30fb\u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \u30e9\u30f3\u30d0\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30b1\u30a4\u30c7\u30f3\u30b9\u30fb\u30c7\u30b6\u30a4\u30f3\u30fb\u30b7\u30b9\u30c6\u30e0\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \u30b7\u30ce\u30d7\u30b7\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30a2\u30fb\u30d7\u30ec\u30b7\u30b8\u30e7\u30f3\u30fb\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u30fc\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 JCET\u30b0\u30eb\u30fc\u30d7\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \u30c1\u30c3\u30d7\u30dc\u30f3\u30c9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \u30b1\u30a4\u30c7\u30f3\u30b9\u30fb\u30c7\u30b6\u30a4\u30f3\u30fb\u30b7\u30b9\u30c6\u30e0\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 \u30bb\u30ec\u30b9\u30c6\u30a3\u30a2\u30ebAI<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.24 ASE-SPIL\uff08\u30b7\u30ea\u30b3\u30f3\u88fd\u54c1\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.25 \u30b0\u30e9\u30d5\u30b3\u30a2\u30fb\u30ea\u30df\u30c6\u30c3\u30c9<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u5e02\u5834\u306e\u6982\u8981\uff1a\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c\uff082025\u5e74\uff5e2030\u5e74\uff09<\/p>\n<p>\u5c0e\u5165\u90e8<\/p>\n<p>\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f31.7\u5104\u7c73\u30c9\u30eb\u898f\u6a21\u306b\u9054\u3057\u30012030\u5e74\u306b\u306f101.6\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f26.24%\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001AI\u6700\u9069\u5316\u30b5\u30fc\u30d0\u30fc\u3078\u306e\u6301\u7d9a\u7684\u306a\u9700\u8981\u3001DDR5\u306e\u5e83\u7bc4\u306a\u63a1\u7528\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u7a4d\u6975\u7684\u306a\u8a2d\u5099\u6295\u8cc7\u306b\u3088\u3063\u3066\u727d\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u904e\u53bb1\u5e74\u9593\u3067\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306fTSV\uff08Through-Silicon Via\uff09\u306e\u6b69\u7559\u307e\u308a\u6539\u5584\u306b\u6ce8\u529b\u3057\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u57fa\u677f\u4e0d\u8db3\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306bCoWoS\uff08Chip-on-Wafer-on-Substrate\uff09\u30e9\u30a4\u30f3\u3078\u306e\u6295\u8cc7\u3092\u5f37\u5316\u3057\u307e\u3057\u305f\u3002\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30ec\u30d9\u30eb3\u304a\u3088\u3073\u30ec\u30d9\u30eb4\u306e\u81ea\u52d5\u904b\u8ee2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5411\u3051\u306bISO 26262\u8a8d\u5b9a\u306eHBM\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u30e1\u30e2\u30ea\u30d9\u30f3\u30c0\u30fc\u3068\u306e\u9023\u643a\u3092\u6df1\u3081\u3066\u3044\u307e\u3059\u3002\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u88fd\u9020\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u97d3\u56fd\u30e1\u30fc\u30ab\u30fc\u304c\u6b21\u4e16\u4ee3HBM4E\u306e\u751f\u7523\u62e1\u5927\u306b\u6570\u5341\u5104\u30c9\u30eb\u898f\u6a21\u306e\u6295\u8cc7\u3092\u30b3\u30df\u30c3\u30c8\u3057\u305f\u3053\u3068\u3067\u3001\u5f15\u304d\u7d9a\u304d\u751f\u7523\u3092\u4e3b\u5c0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u5e02\u5834\u52d5\u5411\u3068\u6d1e\u5bdf<\/p>\n<p>\u5e02\u5834\u3092\u727d\u5f15\u3059\u308b\u8981\u56e0\uff1a<br \/>\n1.  AI\u30b5\u30fc\u30d0\u30fc\u306e\u666e\u53ca\u3068GPU\u642d\u8f09\u7387\u306e\u5411\u4e0a: \u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u6025\u901f\u306a\u6210\u9577\u306b\u3088\u308a\u30012024\u5e74\u306b\u306f\u5f93\u6765\u306eHPC\u30c7\u30d0\u30a4\u30b9\u3068\u6bd4\u8f03\u3057\u3066\u3001GPU\u3042\u305f\u308a\u306eHBM\u8981\u4ef6\u304c7\u500d\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002NVIDIA\u306eH100\u306f80GB\u306eHBM3\u3092\u642d\u8f09\u30573.35 TB\/s\u306e\u5e2f\u57df\u5e45\u3092\u63d0\u4f9b\u3057\u30012025\u5e74\u521d\u982d\u306b\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3055\u308c\u305fH200\u306f141GB\u306eHBM3E\u3092\u642d\u8f09\u30574.8 TB\/s\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u9700\u8981\u306b\u3088\u308a\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u751f\u7523\u80fd\u529b\u306f2026\u5e74\u307e\u3067\u307b\u307c\u57cb\u307e\u3063\u3066\u304a\u308a\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u8005\u306f\u5728\u5eab\u306e\u4e8b\u524d\u8cfc\u5165\u3084\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30e9\u30a4\u30f3\u3078\u306e\u5171\u540c\u6295\u8cc7\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n2.  \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3051\u308bDDR5\u304a\u3088\u30732.5D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3078\u306e\u79fb\u884c: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u3001\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u6027\u80fd\u304c50%\u5411\u4e0a\u3059\u308bDDR5\u3078\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u79fb\u884c\u3092\u9032\u3081\u308b\u3068\u3068\u3082\u306b\u3001AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u3068\u7a4d\u5c64\u30e1\u30e2\u30ea\u3092\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u4e0a\u3067\u63a5\u7d9a\u3059\u308b2.5D\u7d71\u5408\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u5358\u4e00\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u4f9d\u5b58\u306f\u30012024\u5e74\u3092\u901a\u3058\u3066\u57fa\u677f\u4e0d\u8db3\u304cGPU\u306e\u767a\u58f2\u3092\u9045\u3089\u305b\u305f\u969b\u306b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30ea\u30b9\u30af\u3092\u9ad8\u3081\u307e\u3057\u305f\u3002<br \/>\n3.  \u8eca\u8f09ADAS\u306b\u304a\u3051\u308b\u30a8\u30c3\u30b8AI\u63a8\u8ad6: \u30ec\u30d9\u30eb4\u306e\u81ea\u52d5\u904b\u8ee2\u8eca\u306f1 TB\/s\u3092\u8d85\u3048\u308b\u30bb\u30f3\u30b5\u30fc\u30c7\u30fc\u30bf\u3092\u51e6\u7406\u3059\u308b\u305f\u3081\u3001\u81ea\u52d5\u8eca\u696d\u754c\u306fISO 26262\u8a8d\u5b9a\u306eHBM4\u30b5\u30f3\u30d7\u30eb\u3078\u3068\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u30e1\u30e2\u30ea\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u6a5f\u80fd\u5b89\u5168\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u3001\u5185\u8535ECC\u3084\u5f37\u5316\u3055\u308c\u305f\u71b1\u76e3\u8996\u6a5f\u80fd\u3092\u542b\u3080\u5b89\u5168\u6307\u5411\u306e\u8a2d\u8a08\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30b9\u30bf\u30c3\u30af\u306e\u9078\u597d: AWS\u3001Google\u3001Microsoft\u306a\u3069\u306e\u30ab\u30b9\u30bf\u30e0AI\u30c1\u30c3\u30d7\u306f\u3001TSMC\u306eCoWoS\u3092\u901a\u3058\u3066\u8907\u6570\u306eHBM\u30b9\u30bf\u30c3\u30af\u3092\u7d71\u5408\u3057\u300110,000\u63a5\u7d9a\/mm\u00b2\u3092\u8d85\u3048\u308b\u76f8\u4e92\u63a5\u7d9a\u5bc6\u5ea6\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u751f\u7523\u80fd\u529b\u4e0d\u8db3\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u5c02\u7528\u306e\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30e9\u30a4\u30f3\u306b\u8cc7\u91d1\u3092\u6295\u5165\u3057\u3001\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u7e2e\u5c0f\u3059\u308b\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u5171\u540c\u958b\u767a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n5.  \u30e1\u30e2\u30ea\u751f\u7523\u306b\u5bfe\u3059\u308b\u5730\u57df\u7684\u306a\u88dc\u52a9\u91d1: \u7c73\u56fd\u3001\u97d3\u56fd\u3001\u65e5\u672c\u306a\u3069\u3067\u3001\u30e1\u30e2\u30ea\u751f\u7523\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306e\u88dc\u52a9\u91d1\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n6.  \u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u5bfe\u5fdcHBM\u30ed\u30fc\u30c9\u30de\u30c3\u30d7: \u7814\u7a76\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u65e9\u671f\u63a1\u7528\u304c\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0\uff1a<br \/>\n1.  12\u5c64\u3092\u8d85\u3048\u308b\u30b9\u30bf\u30c3\u30af\u306b\u304a\u3051\u308bTSV\u306e\u6b69\u7559\u307e\u308a\u640d\u5931: 16\u5c64\u306eHBM\u30b9\u30bf\u30c3\u30af\u3067\u306f\u3001\u71b1\u30b5\u30a4\u30af\u30eb\u304cTSV\u5185\u306e\u9285\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u6545\u969c\u3092\u5f15\u304d\u8d77\u3053\u3057\u3001\u6b69\u7559\u307e\u308a\u304c70%\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002\u30e1\u30fc\u30ab\u30fc\u306f\u4fe1\u983c\u6027\u3092\u5b89\u5b9a\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u71b1\u8cab\u901a\u30b7\u30ea\u30b3\u30f3\u30d3\u30a2\u8a2d\u8a08\u3084\u65b0\u3057\u3044\u8a98\u96fb\u4f53\u6750\u6599\u3092\u8ffd\u6c42\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5546\u696d\u5316\u306b\u306f\u307e\u30602\u5e74\u3092\u8981\u3059\u308b\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n2.  CoWoS\/SoIC\u306e\u9ad8\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u80fd\u529b\u306e\u5236\u9650: 2024\u5e74\u306b\u306fCoWoS\u30e9\u30a4\u30f3\u306e\u7a3c\u50cd\u7387\u304c\u5e73\u574795%\u306b\u9054\u3057\u3001\u57fa\u677f\u30e1\u30fc\u30ab\u30fc\u306f\u5341\u5206\u306a\u91cf\u306eT-Glass\u3092\u4f9b\u7d66\u3059\u308b\u306e\u306b\u82e6\u616e\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4e0a\u4f4d\u9867\u5ba2\u3078\u306e\u5272\u308a\u5f53\u3066\u304c\u884c\u308f\u308c\u3001\u65b0\u305f\u306aAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u9045\u5ef6\u3057\u307e\u3057\u305f\u3002Samsung\u306eSoIC\u3084Intel\u306eEMIB\u3068\u3044\u3063\u305f\u4ee3\u66ff\u30d5\u30ed\u30fc\u306f\u65e9\u671f\u751f\u7523\u6bb5\u968e\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u77ed\u671f\u7684\u306a\u4e0d\u8db3\u3092\u88dc\u3046\u306b\u306f\u81f3\u3063\u3066\u3044\u307e\u305b\u3093\u3002<br \/>\n3.  1 TB\/s\u3092\u8d85\u3048\u308b\u5e2f\u57df\u5e45\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u71b1\u30b9\u30ed\u30c3\u30c8\u30ea\u30f3\u30b0: \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u4e2d\u5fc3\u306b\u3001\u9ad8\u5e2f\u57df\u5e45\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u71b1\u554f\u984c\u304c\u8ab2\u984c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u306a\u8f38\u51fa\u898f\u5236: \u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u898f\u5236\u304c\u4e16\u754c\u7684\u306a\u6ce2\u53ca\u52b9\u679c\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>1.  \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\uff1a\u30b5\u30fc\u30d0\u30fc\u304c\u30a4\u30f3\u30d5\u30e9\u5909\u9769\u3092\u727d\u5f15<br \/>\n    *   \u30b5\u30fc\u30d0\u30fc: 2024\u5e74\u306b\u306fHBM\u5e02\u5834\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u306e68.5%\u3092\u5360\u3081\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304cAI\u30b5\u30fc\u30d0\u30fc\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u3044\u308b\u3053\u3068\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u5404AI\u30b5\u30fc\u30d0\u30fc\u306f8\u301c12\u500b\u306eHBM\u30b9\u30bf\u30c3\u30af\u3092\u7d71\u5408\u3057\u3001\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304cGPU\u3042\u305f\u308a3 TB\/s\u3092\u8d85\u3048\u308b\u5e2f\u57df\u5e45\u306b\u4f9d\u5b58\u3059\u308b\u57fa\u76e4\u30e2\u30c7\u30eb\u30b5\u30fc\u30d3\u30b9\u3092\u958b\u59cb\u3057\u305f\u3053\u3068\u3067\u9700\u8981\u304c\u52a0\u901f\u3057\u307e\u3057\u305f\u30022025\u5e74\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u76ee\u6a19\u306f\u3001\u30c7\u30a3\u30b9\u30af\u30ea\u30fc\u30c8\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3088\u308a\u3082\u512a\u308c\u305f\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u6027\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u7a4d\u5c64DRAM\u3092\u652f\u6301\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u8005\u304c\u96fb\u529b\u5236\u9650\u5185\u3067\u904b\u7528\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u3082\u59cb\u307e\u308a\u3001DDR4\u30d9\u30fc\u30b9\u306e\u30ce\u30fc\u30c9\u304cHBM\u5bfe\u5fdc\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306b\u7f6e\u304d\u63db\u3048\u3089\u308c\u30012027\u5e74\u307e\u3067\u8cfc\u5165\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u5ef6\u9577\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n    *   \u81ea\u52d5\u8eca\u304a\u3088\u3073\u8f38\u9001: \u73fe\u5728\u306f\u3088\u308a\u5c0f\u898f\u6a21\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3059\u304c\u30012030\u5e74\u307e\u3067\u306b35.6%\u306eCAGR\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306f\u30c6\u30a3\u30a21\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u5354\u529b\u3057\u3001ASIL D\u8981\u4ef6\u3092\u6e80\u305f\u3059\u6a5f\u80fd\u5b89\u5168\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u30e8\u30fc\u30ed\u30c3\u30d1\u3068\u5317\u7c73\u3067\u306f\u30012024\u5e74\u5f8c\u534a\u306b\u30ec\u30d9\u30eb3\u751f\u7523\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u9650\u5b9a\u7684\u306b\u958b\u59cb\u3055\u308c\u3001\u5404\u8eca\u4e21\u304c\u4ee5\u524d\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u63a8\u8ad6\u30af\u30e9\u30b9\u30bf\u30fc\u5411\u3051\u3060\u3063\u305f\u30e1\u30e2\u30ea\u5e2f\u57df\u5e45\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002OTA\uff08Over-The-Air\uff09\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u6226\u7565\u304c\u6210\u719f\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u81ea\u52d5\u8eca\u3092\u30a8\u30c3\u30b8\u30b5\u30fc\u30d0\u30fc\u3068\u3057\u3066\u6271\u3044\u59cb\u3081\u3001HBM\u306e\u642d\u8f09\u7387\u3092\u3055\u3089\u306b\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.  \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5225\uff1aHBM3\u306e\u512a\u4f4d\u6027\u306bHBM3E\u304c\u6311\u6226<br \/>\n    *   HBM3: 2024\u5e74\u306b\u306fAI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0GPU\u3067\u5e83\u304f\u63a1\u7528\u3055\u308c\u3001\u53ce\u76ca\u306e46.3%\u3092\u5360\u3081\u307e\u3057\u305f\u3002<br \/>\n    *   HBM3E: 2024\u5e74\u7b2c1\u56db\u534a\u671f\u306b\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u304c\u958b\u59cb\u3055\u308c\u3001\u521d\u671f\u751f\u7523\u3067\u306f9.2 Gb\/s\u3092\u8d85\u3048\u308b\u30d4\u30f3\u901f\u5ea6\u3067\u7a3c\u50cd\u3057\u307e\u3057\u305f\u3002\u6027\u80fd\u5411\u4e0a\u306b\u3088\u308a\u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a1.2 TB\/s\u306b\u9054\u3057\u3001\u76ee\u6a19\u5e2f\u57df\u5e45\u306b\u5fc5\u8981\u306a\u30b9\u30bf\u30c3\u30af\u6570\u3092\u6e1b\u3089\u3057\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u71b1\u5bc6\u5ea6\u306e\u7ba1\u7406\u304c\u3088\u308a\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u5e02\u5834\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002HBM\u306f\u30013D\u30b9\u30bf\u30c3\u30af\u578b\u540c\u671f\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30e9\u30f3\u30c0\u30e0\u30a2\u30af\u30bb\u30b9\u30e1\u30e2\u30ea\uff08SDRAM\uff09\u5411\u3051\u306e\u9ad8\u901f\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30e1\u30e2\u30ea\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3067\u3042\u308a\u3001\u9ad8\u6027\u80fd\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306eAI ASIC\u3001FPGA\u3001\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3068\u3044\u3063\u305f\u5148\u9032\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u3067\u4e0d\u53ef\u6b20\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u306e\u5b9a\u7fa9\u3001\u8abf\u67fb\u7bc4\u56f2\u3001\u8abf\u67fb\u65b9\u6cd5\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u3001\u5e02\u5834\u306e\u72b6\u6cc1\u3001\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\u3001\u7af6\u4e89\u74b0\u5883\u3001\u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b\u3068\u3044\u3063\u305f\u591a\u5c90\u306b\u308f\u305f\u308b\u5074\u9762\u3092\u7db2\u7f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c:<br \/>\nHBM\u5e02\u5834\u306f\u3001AI\u6280\u8853\u306e\u6025\u901f\u306a\u9032\u5316\u3068\u30c7\u30fc\u30bf\u51e6\u7406\u9700\u8981\u306e\u5897\u5927\u3092\u80cc\u666f\u306b\u3001\u9855\u8457\u306a\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u306f\u30012025\u5e74\u306b\u306f31.7\u5104\u7c73\u30c9\u30eb\u306e\u5e02\u5834\u898f\u6a21\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b\u306f101.6\u5104\u7c73\u30c9\u30eb\u3078\u3068\u62e1\u5927\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0:<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u4e3b\u8981\u306a\u8981\u56e0\u3068\u3057\u3066\u306f\u3001AI\u30b5\u30fc\u30d0\u30fc\u306e\u666e\u53ca\u3068GPU\u642d\u8f09\u7387\u306e\u5897\u52a0\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3051\u308bDDR5\u304a\u3088\u30732.5D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3078\u306e\u79fb\u884c\u3001\u81ea\u52d5\u8eca\u306e\u5148\u9032\u904b\u8ee2\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff08ADAS\uff09\u306b\u304a\u3051\u308b\u30a8\u30c3\u30b8AI\u63a8\u8ad6\u306e\u9700\u8981\u62e1\u5927\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30b9\u30bf\u30c3\u30af\u306e\u9078\u597d\u3082\u91cd\u8981\u306a\u63a8\u9032\u529b\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u97d3\u56fd\u3001\u7c73\u56fd\u3001\u65e5\u672c\u3068\u3044\u3063\u305f\u4e3b\u8981\u56fd\u306b\u304a\u3051\u308b\u30e1\u30e2\u30ea\u306e\u73fe\u5730\u751f\u7523\u3092\u4fc3\u9032\u3059\u308b\u88dc\u52a9\u91d1\u653f\u7b56\u3084\u3001\u5c06\u6765\u3092\u898b\u636e\u3048\u305f\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u5bfe\u5fdcHBM\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\uff08HBM-P\uff09\u306e\u958b\u767a\u3082\u5e02\u5834\u306e\u6d3b\u6027\u5316\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0:<br \/>\n\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8ab2\u984c\u3082\u5b58\u5728\u3057\u307e\u3059\u300212\u5c64\u3092\u8d85\u3048\u308b\u30b9\u30bf\u30c3\u30af\u306b\u304a\u3051\u308bTSV\uff08Through-Silicon 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