{"id":78146,"date":"2026-01-02T09:31:00","date_gmt":"2026-01-02T00:31:00","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/hybrid-memory-cube-market-mordor\/"},"modified":"2026-03-27T22:50:21","modified_gmt":"2026-03-27T13:50:21","slug":"hybrid-memory-cube-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/hybrid-memory-cube-market-mordor\/","title":{"rendered":"\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/hybrid-memory-cube-market-1765288518325-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/hybrid-memory-cube-market-size-image-1765331259202.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\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\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 \u4f01\u696d\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u306e\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u3092\u8981\u6c42\u3059\u308bAI \/ HPC\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6025\u901f\u306a\u666e\u53ca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 5G\u30b3\u30a2\u304a\u3088\u3073\u30a8\u30c3\u30b8\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u6a5f\u5668\u306e\u5c55\u958b\u306e\u62e1\u5927<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u7c73\u56fd\u3001\u4e2d\u56fd\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u306b\u304a\u3051\u308b\u653f\u5e9c\u652f\u63f4\u306e\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u666e\u53ca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u30b3\u30f3\u30dd\u30fc\u30b6\u30d6\u30eb\u304a\u3088\u3073\u975e\u96c6\u7d04\u578b\u30b5\u30fc\u30d0\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c<\/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 \u5f93\u6765\u306eDDRx \/ LPDDR DRAM\u6280\u8853\u306e\u5f37\u529b\u306a\u512a\u4f4d\u6027<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u9ad8\u3044\u88fd\u9020\u30b3\u30b9\u30c8\u3068TSV\u6b69\u7559\u307e\u308a\u306e\u5236\u7d04<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 3D\u7a4d\u5c64\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u306b\u304a\u3051\u308b\u71b1\u7ba1\u7406\u306e\u8907\u96d1\u3055<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u9650\u3089\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068IP\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u6469\u64e6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u7523\u696d\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u306e\u5f71\u97ff<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/p>\n<\/li>\n<\/ul>\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 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u96fb\u6c17\u901a\u4fe1\u304a\u3088\u3073\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 \u8eca\u8f09ADAS<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \u305d\u306e\u4ed6\u306e\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30e1\u30e2\u30ea\u5bb9\u91cf\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 2 GB\uff5e8 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 8 GB\uff5e16 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 16 GB\uff5e32 GB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 32 GB\u4ee5\u4e0a<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u30d7\u30ed\u30bb\u30c3\u30b5\u30ad\u30e3\u30c3\u30b7\u30e5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u30c7\u30fc\u30bf\u30d0\u30c3\u30d5\u30a1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30e1\u30e2\u30ea<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \u7523\u696d\u7528 \/ IoT\u30a8\u30c3\u30b8<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 TSV\u30d9\u30fc\u30b9\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6 (\u7b2c2\u4e16\u4ee3)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8HMC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9HMC<\/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 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73\u8af8\u56fd<\/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 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \u30a4\u30bf\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \u30b9\u30da\u30a4\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \u305d\u306e\u4ed6\u306e\u30e8\u30fc\u30ed\u30c3\u30d1\u8af8\u56fd<\/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 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.6 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u8af8\u56fd<\/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\u8af8\u56fd<\/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 \u30ca\u30a4\u30b8\u30a7\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.3 \u30a8\u30b8\u30d7\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.4 \u305d\u306e\u4ed6\u306e\u30a2\u30d5\u30ea\u30ab\u8af8\u56fd<\/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\u30b3\u30a2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \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          6.4.2 \u30a4\u30f3\u30c6\u30eb\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u30a4\u30f3\u30bf\u30fc\u30ca\u30b7\u30e7\u30ca\u30eb\u30fb\u30d3\u30b8\u30cd\u30b9\u30fb\u30de\u30b7\u30fc\u30f3\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \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          6.4.7 \u30b6\u30a4\u30ea\u30f3\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \u5bcc\u58eb\u901a\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \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          6.4.10 \u30e9\u30f3\u30d0\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \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          6.4.13 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          6.4.14 \u30bb\u30e0\u30c6\u30c3\u30af\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \u30aa\u30fc\u30d7\u30f3\u30fb\u30b7\u30ea\u30b3\u30f3\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30a2\u30fc\u30e0\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \u30a2\u30eb\u30c6\u30e9\u682a\u5f0f\u4f1a\u793e\uff08\u30a4\u30f3\u30c6\u30ebPSG\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \u682a\u5f0f\u4f1a\u793e\u65e5\u7acb\u88fd\u4f5c\u6240<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \u30eb\u30cd\u30b5\u30b9\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/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>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\uff08HMC\uff09\u5e02\u5834\u306e\u6982\u8981\u3092\u4ee5\u4e0b\u306b\u307e\u3068\u3081\u307e\u3059\u3002<\/p>\n<p>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u5e02\u5834\uff1a\u898f\u6a21\u3068\u4e88\u6e2c\uff082025\u5e74\uff5e2030\u5e74\uff09<\/p>\n<p>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\uff08HMC\uff09\u5e02\u5834\u306f\u30012025\u5e74\u306b22.5\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u306b\u306f51.7\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f18.08%\u3068\u5805\u8abf\u306a\u62e1\u5927\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001AI\u63a8\u8ad6\u30a8\u30f3\u30b8\u30f3\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff08HPC\uff09\u30af\u30e9\u30b9\u30bf\u30fc\u3001\u81ea\u52d5\u904b\u8ee2\u8eca\u5411\u3051\u30bb\u30f3\u30b5\u30fc\u30d5\u30e5\u30fc\u30b8\u30e7\u30f3\u30b9\u30bf\u30c3\u30af\u306a\u3069\u304c\u30c6\u30e9\u30d0\u30a4\u30c8\/\u79d2\u30ec\u30d9\u30eb\u306e\u30b7\u30b9\u30c6\u30e0\u30e1\u30e2\u30ea\u3092\u8981\u6c42\u3059\u308b\u4e2d\u3001HMC\u304c\u5f93\u6765\u306eDDR\u3084LPDDR\u306e\u5e2f\u57df\u5e45\u306e\u5236\u7d04\u3092\u6253\u7834\u3059\u308b\u80fd\u529b\u3092\u6301\u3064\u3053\u3068\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u3001\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u5c55\u958b\u304c\u5e02\u5834\u6a5f\u4f1a\u3092\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u88fd\u9020\u898f\u6a21\u304c\u4f9b\u7d66\u3068\u9700\u8981\u306e\u4e2d\u5fc3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u306e\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u3084\u30e6\u30cb\u30d0\u30fc\u30b5\u30eb\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u898f\u683c\u306e\u767b\u5834\u306b\u3088\u308a\u3001\u30d9\u30f3\u30c0\u30fc\u30ed\u30c3\u30af\u30a4\u30f3\u304c\u7de9\u548c\u3055\u308c\u3001\u6f5c\u5728\u7684\u306a\u9867\u5ba2\u57fa\u76e4\u304c\u62e1\u5927\u3059\u308b\u306a\u3069\u3001\u6280\u8853\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001TSV\uff08Through-Silicon-Via\uff09\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u6b69\u7559\u307e\u308a\u306e\u8ab2\u984c\u3084\u71b1\u7ba1\u7406\u306e\u8907\u96d1\u3055\u304c\u3001\u77ed\u671f\u7684\u306a\u30e6\u30cb\u30c3\u30c8\u30b3\u30b9\u30c8\u6539\u5584\u3092\u6291\u5236\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225\uff1a 2024\u5e74\u306b\u306f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u304c\u5e02\u5834\u30b7\u30a7\u30a2\u306e41.3%\u3092\u5360\u3081\u3001\u81ea\u52d5\u8ecaADAS\u306f2030\u5e74\u307e\u3067\u306b21.18%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30e1\u30e2\u30ea\u5bb9\u91cf\u5225\uff1a 2024\u5e74\u306b\u306f16GB\uff5e32GB\u306e\u5c64\u304c\u5e02\u5834\u30b7\u30a7\u30a2\u306e37.8%\u3092\u5360\u3081\u307e\u3057\u305f\u300232GB\u3092\u8d85\u3048\u308b\u30e2\u30b8\u30e5\u30fc\u30eb\u306f2030\u5e74\u307e\u3067\u306b20.23%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\uff1a 2024\u5e74\u306b\u306f\u30d7\u30ed\u30bb\u30c3\u30b5\u30ad\u30e3\u30c3\u30b7\u30e5\u306e\u5c55\u958b\u304c\u5e02\u5834\u898f\u6a21\u306e36.8%\u3092\u5360\u3081\u3001\u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8\u30ce\u30fc\u30c9\u306f2025\u5e74\uff5e2030\u5e74\u306e\u9593\u306b20.88%\u306eCAGR\u3067\u9032\u5c55\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u5225\uff1a 2024\u5e74\u306b\u306fTSV\u30d9\u30fc\u30b9\u306e\u7b2c2\u4e16\u4ee3\u88fd\u54c1\u304c\u5e02\u5834\u30b7\u30a7\u30a2\u306e48.02%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u578b\u306f\u4e88\u6e2c\u671f\u9593\u4e2d\u306b19.87%\u306eCAGR\u3067\u9032\u5c55\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225\uff1a 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u5e02\u5834\u30b7\u30a7\u30a2\u306e41.22%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b20.41%\u306eCAGR\u3067\u6210\u9577\u3057\u3001\u4ed6\u306e\u3059\u3079\u3066\u306e\u5730\u57df\u3092\u4e0a\u56de\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<p>1.  AI\/HPC\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6025\u901f\u306a\u666e\u53ca\u3068\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306e\u9700\u8981\uff1a \u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u6f14\u7b97\u30e6\u30cb\u30c3\u30c8\u304c\u98fd\u548c\u3059\u308b\u524d\u306b\u8a08\u7b97\u304c\u505c\u6b62\u3059\u308b\u300c\u30e1\u30e2\u30ea\u30a6\u30a9\u30fc\u30eb\u300d\u306e\u554f\u984c\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3066\u3044\u307e\u3059\u3002HMC\u306f\u6700\u5927320GB\/\u79d2\u306e\u5e2f\u57df\u5e45\u3092\u63d0\u4f9b\u3057\u3001GPU\u3084\u30c6\u30f3\u30bd\u30eb\u30b3\u30a2\u3078\u306e\u30c7\u30fc\u30bf\u4f9b\u7d66\u3092\u7dad\u6301\u3057\u307e\u3059\u3002\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u8a00\u8a9e\u7ffb\u8a33\u3084\u81ea\u52d5\u904b\u8ee2\u5411\u3051\u306e\u30a8\u30c3\u30b8\u63a8\u8ad6\u306f\u4f4e\u9045\u5ef6DRAM\u306e\u4ee3\u66ff\u3092\u5fc5\u8981\u3068\u3057\u3001\u5782\u76f4\u7a4d\u5c64\u30e1\u30e2\u30ea\u306e\u9700\u8981\u3092\u78ba\u56fa\u305f\u308b\u3082\u306e\u306b\u3057\u3066\u3044\u307e\u3059\u3002IEEE\u306e\u7814\u7a76\u306b\u3088\u308b\u3068\u30013D\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u306fDDR5\u3068\u6bd4\u8f03\u3057\u3066\u30d3\u30c3\u30c8\u3042\u305f\u308a\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u309240%\u524a\u6e1b\u3057\u3001\u5927\u898f\u6a21\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u904b\u7528\u30b3\u30b9\u30c8\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002<br \/>\n2.  \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u304a\u3088\u3073\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u306e\u5897\u52a0\uff1a 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\/>\n3.  5G\u30b3\u30a2\u304a\u3088\u3073\u30a8\u30c3\u30b8\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u6a5f\u5668\u5c55\u958b\u306e\u62e1\u5927\uff1a 5G\u30b3\u30a2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u304a\u3051\u308b\u30d7\u30fc\u30eb\u578b\u30e1\u30e2\u30ea\u69cb\u9020\u306e\u6d3b\u7528\u306f\u3001\u30ce\u30fc\u30c9\u3042\u305f\u308a\u306e\u5bb9\u91cf\u30cb\u30fc\u30ba\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  \u7c73\u56fd\u3001\u4e2d\u56fd\u3001\u6b27\u5dde\u306b\u304a\u3051\u308b\u653f\u5e9c\u4e3b\u5c0e\u306e\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\uff1a \u7c73\u56fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u306eFrontier\u304a\u3088\u3073Aurora\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u6570\u5343\u306e\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306b\u4e00\u8cab\u3057\u305f\u5e2f\u57df\u5e45\u3092\u63d0\u4f9b\u3059\u308b3D\u7a4d\u5c64\u30e1\u30e2\u30ea\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u6301\u7d9a\u7684\u306a\u30a8\u30af\u30b5\u30d5\u30ed\u30c3\u30d7\u30b9\u6027\u80fd\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u516c\u7684\u6295\u8cc7\u306f\u3001\u5546\u696d\u30d9\u30f3\u30c0\u30fc\u304c\u88fd\u54c1\u3092\u91cf\u7523\u5c55\u958b\u3059\u308b\u524d\u306b\u6539\u826f\u3059\u308b\u305f\u3081\u306e\u975e\u53cd\u5fa9\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u30b3\u30b9\u30c8\u3092\u76f8\u6bba\u3057\u307e\u3059\u3002<br \/>\n5.  \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u666e\u53ca\uff1a \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u8a2d\u8a08\u306f\u8907\u96d1\u306aSoC\u3092\u3088\u308a\u5c0f\u3055\u306a\u30c0\u30a4\u306b\u5206\u5272\u3057\u3001\u7d4c\u6e08\u7684\u306a\u30ce\u30fc\u30c9\u6df7\u5408\u3068\u6b69\u7559\u307e\u308a\u6539\u5584\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002AMD\u306eEPYC\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u6709\u6a5f\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u3092\u4ecb\u3057\u3066\u63a5\u7d9a\u3055\u308c\u305f\u7a4d\u5c64\u30e1\u30e2\u30ea\u30c0\u30a4\u3092\u7279\u5fb4\u3068\u3057\u3001TSV\u304a\u3088\u3073\u30c1\u30c3\u30d7\u30aa\u30f3\u30a6\u30a7\u30cf\u30fc\u30aa\u30f3\u30b5\u30d6\u30b9\u30c8\u30ec\u30fc\u30c8\u6280\u8853\u306e\u5229\u70b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002UCIe\uff08Universal Chiplet Interconnect Express\uff09\u898f\u683c\u306e\u6700\u7d42\u5316\u306f\u3001HMC\u306e\u63a1\u7528\u969c\u58c1\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002<br \/>\n6.  \u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u30b3\u30f3\u30dd\u30fc\u30b6\u30d6\u30eb\u304a\u3088\u3073\u30c7\u30a3\u30b9\u30a2\u30b0\u30ea\u30b2\u30fc\u30c6\u30c3\u30c9\u30b5\u30fc\u30d0\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\uff1a 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TSV\u306e\u305f\u3081\u306e\u6df1\u6398\u308a\u53cd\u5fdc\u6027\u30a4\u30aa\u30f3\u30a8\u30c3\u30c1\u30f3\u30b0\u306f\u3001\u5e73\u9762DRAM\u306b\u306f\u306a\u3044\u6b20\u9665\u30e1\u30ab\u30cb\u30ba\u30e0\u3092\u5c0e\u5165\u3057\u3001SK hynix\u306e2024\u5e74\u6c7a\u7b97\u767a\u8868\u306b\u3088\u308b\u3068\u3001\u30ae\u30ac\u30d0\u30a4\u30c8\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092DDR5\u3068\u6bd4\u8f03\u3057\u3066\u6700\u592760%\u5897\u52a0\u3055\u305b\u307e\u3059\u300285%\u672a\u6e80\u306e\u6b69\u7559\u307e\u308a\u306f\u5197\u9577\u6027\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3092\u751f\u307f\u51fa\u3057\u3001\u30c0\u30a4\u9762\u7a4d\u3092\u81a8\u3089\u307e\u305b\u3001\u7c97\u5229\u76ca\u3092\u6e1b\u5c11\u3055\u305b\u307e\u3059\u3002<br \/>\n3.  3D\u7a4d\u5c64\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u306b\u304a\u3051\u308b\u71b1\u7ba1\u7406\u306e\u8907\u96d1\u3055\uff1a 3D\u7a4d\u5c64\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u306f\u3001\u9ad8\u5bc6\u5ea6\u5316\u306b\u3088\u308a\u71b1\u7ba1\u7406\u304c\u8907\u96d1\u306b\u306a\u308a\u3001\u6027\u80fd\u3068\u4fe1\u983c\u6027\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n4.  \u9650\u3089\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068IP\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u6469\u64e6\uff1a HMC\u5e02\u5834\u306f\u5c11\u6570\u306e\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001IP\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u6469\u64e6\u304c\u65b0\u898f\u53c2\u5165\u3084\u6280\u8853\u9769\u65b0\u306e\u969c\u58c1\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225\uff1a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u304c\u30ea\u30fc\u30c9\u3001\u81ea\u52d5\u8ecaADAS\u304c\u52a0\u901f<br \/>\n    \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u306f2024\u5e74\u306e\u53ce\u76ca\u306e41.3%\u3092\u5360\u3081\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u30e1\u30e2\u30ea\u30bb\u30de\u30f3\u30c6\u30a3\u30c3\u30af\u30b9\u30c8\u30ec\u30fc\u30b8\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u3092\u5099\u3048\u305f\u30aa\u30fc\u30eb\u30d5\u30e9\u30c3\u30b7\u30e5\u30a2\u30ec\u30a4\u3092\u66f4\u65b0\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u80cc\u666f\u306b\u3042\u308a\u307e\u3059\u3002\u81ea\u52d5\u8ecaADAS\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306f\u3001\u30ec\u30d9\u30eb3\u304a\u3088\u3073\u30ec\u30d9\u30eb4\u306e\u81ea\u5f8b\u8d70\u884c\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30bb\u30f3\u30b5\u30fc\u30d5\u30e5\u30fc\u30b8\u30e7\u30f3\u3068\u8eca\u8f09AI\u304c\u4e3b\u6d41\u306b\u306a\u308b\u306b\u3064\u308c\u3066\u30012030\u5e74\u307e\u3067\u306b21.18%\u306eCAGR\u3067\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u8eca\u5206\u91ce\u306e\u6210\u9577\u306f\u3001HMC\u5e02\u5834\u304c\u71b1\u52b9\u7387\u3068\u6301\u7d9a\u7684\u306a\u5e2f\u57df\u5e45\u3092\u512a\u5148\u3059\u308b\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u3078\u3068\u79fb\u884c\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30e1\u30e2\u30ea\u5bb9\u91cf\u5225\uff1a\u30df\u30c3\u30c9\u30ec\u30f3\u30b8\u304c\u512a\u52e2\u3001\u9ad8\u5bb9\u91cf\u304c\u6025\u5897<br \/>\n    16GB\uff5e32GB\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u306f2024\u5e74\u306e\u5c55\u958b\u306e37.8%\u3092\u5360\u3081\u3001\u30c7\u30e5\u30a2\u30eb\u30bd\u30b1\u30c3\u30c8\u30b5\u30fc\u30d0\u30fc\u306e\u671f\u5f85\u3068\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u6700\u9069\u306a\u30d0\u30e9\u30f3\u30b9\u306b\u5408\u81f4\u3057\u3066\u3044\u307e\u3059\u300232GB\u3092\u8d85\u3048\u308b\u5bb9\u91cf\u306eHMC\u5e02\u5834\u898f\u6a21\u306f\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u63a8\u8ad6\u30ce\u30fc\u30c9\u3084NUMA\u30b7\u30b9\u30c6\u30e0\u304c\u30de\u30eb\u30c1\u30c6\u30e9\u30d0\u30a4\u30c8\u30d7\u30fc\u30eb\u3092\u5c55\u958b\u3059\u308b\u306b\u3064\u308c\u3066\u300120.23%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\uff1a\u30d7\u30ed\u30bb\u30c3\u30b5\u30ad\u30e3\u30c3\u30b7\u30e5\u304c\u30ea\u30fc\u30c9\u3001\u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8\u304c\u52a0\u901f<br \/>\n    \u30d7\u30ed\u30bb\u30c3\u30b5\u30ad\u30e3\u30c3\u30b7\u30e5\u306e\u4f7f\u7528\u306f2024\u5e74\u306e\u5c55\u958b\u306e36.8%\u3092\u5360\u3081\u3001\u30de\u30eb\u30c1\u30c1\u30c3\u30d7\u30b5\u30fc\u30d0\u30fc\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u30cb\u30a2\u30e1\u30e2\u30ea\u9ad8\u901f\u5316\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8\u306e\u63a1\u7528\u306f20.88%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u5de5\u5834\u81ea\u52d5\u5316\u3084\u30b9\u30de\u30fc\u30c8\u30b0\u30ea\u30c3\u30c9\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u6c7a\u5b9a\u8ad6\u7684\u306a\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u304c\u3001\u53b3\u3057\u3044\u6761\u4ef6\u4e0b\u3067\u306e\u30de\u30a4\u30af\u30ed\u79d2\u5fdc\u7b54\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002<br \/>\n*   \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ce\u30fc\u30c9\u5225\uff1aTSV Gen 2\u304c\u30ea\u30fc\u30c9\u3001\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u304c\u52e2\u3044\u3092\u5897\u3059<br \/>\n    TSV\u30d9\u30fc\u30b9\u306e\u7b2c2\u4e16\u4ee3\u8a2d\u8a08\u306f\u3001Samsung\u3001SK hynix\u3001Micron\u306b\u304a\u3051\u308b\u4f9b\u7d66\u306e\u6210\u719f\u5ea6\u306b\u3088\u308a\u30012024\u5e74\u306b48.02%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u304c\u3088\u308a\u52b9\u7387\u7684\u306b\u7d71\u5408\u3055\u308c\u3001\u30e9\u30c3\u30af\u898f\u6a21\u306e\u30c7\u30a3\u30b9\u30a2\u30b0\u30ea\u30b2\u30fc\u30c6\u30c3\u30c9\u8a2d\u8a08\u306b\u304a\u3051\u308b\u30af\u30ed\u30b9\u30c8\u30fc\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u305f\u3081\u3001\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u578b\u306f19.87%\u306eCAGR\u3067\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\uff1a 2024\u5e74\u306b\u306fHMC\u5e02\u5834\u53ce\u76ca\u306e41.22%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b20.41%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002Samsung\u3068SK hynix\u306e\u96c6\u4e2d\u3057\u305f\u88fd\u9020\u80fd\u529b\u306b\u52a0\u3048\u3001\u4e2d\u56fd\u3001\u65e5\u672c\u3001\u97d3\u56fd\u3001\u30a4\u30f3\u30c9\u306b\u304a\u3051\u308b\u534a\u5c0e\u4f53\u63a8\u9032\u653f\u7b56\u304c\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u653f\u5e9c\u306f\u56fd\u5185\u306e\u7a4d\u5c64\u30e1\u30e2\u30ea\u9769\u65b0\u306b150\u5104\u4eba\u6c11\u5143\u3092\u6295\u3058\u3001\u65e5\u672c\u306e\u5171\u540c\u6295\u8cc7\u306f2nm\u30ce\u30fc\u30c9\u3092\u901a\u3058\u305f\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73\uff1a 2024\u5e74\u306e\u53ce\u76ca\u306e28%\u3092\u5360\u3081\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u306e\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002Intel\u306e200\u5104\u7c73\u30c9\u30eb\u306e\u30aa\u30cf\u30a4\u30aa\u5dde\u62e1\u5f35\u306f\u3001HMC\u30c0\u30a4\u3092Xeon\u304a\u3088\u3073GPU\u30a2\u30bb\u30f3\u30d6\u30ea\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3080\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30e9\u30a4\u30f3\u3092\u53ce\u5bb9\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<br \/>\n*   \u6b27\u5dde\uff1a 2024\u5e74\u306e\u53ce\u76ca\u306e\u7d0418%\u3092\u5360\u3081\u3001\u81ea\u52d5\u8ecaADAS\u306e\u63a1\u7528\u3068EuroHPC\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u8a2d\u7f6e\u304c\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u30c9\u30a4\u30c4\u306e\u30c6\u30a3\u30a2\u30ef\u30f3\u4f01\u696d\u3067\u3042\u308bBosch\u3068Continental\u306f\u3001\u53b3\u683c\u306a\u9045\u5ef6\u4e88\u7b97\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u3001\u30ec\u30d9\u30eb3\u306e\u77e5\u899a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306bHMC\u3092\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>Samsung\u3001SK hynix\u3001Micron\u306e3\u3064\u306e\u5782\u76f4\u7d71\u5408\u578b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304cHMC\u5bb9\u91cf\u306e70%\u4ee5\u4e0a\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u65b0\u898f\u53c2\u5165\u4f01\u696d\u306f\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u8a2d\u8a08\u3068\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8IP\u3092\u6d3b\u7528\u3057\u3066\u65e2\u5b58\u4f01\u696d\u306b\u6311\u6226\u3057\u3066\u3044\u307e\u3059\u3002Samsung\u306f\u3001\u96fb\u6c17\u30ea\u30f3\u30af\u3068\u6bd4\u8f03\u3057\u3066\u9045\u5ef6\u309230%\u524a\u6e1b\u3059\u308b\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u3092\u7a4d\u5c64\u30c0\u30a4\u306b\u7d44\u307f\u8fbc\u3093\u3060\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u3067\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002Micron\u306f\u3001\u7c73\u56fd\u306e\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b61\u5104\u7c73\u30c9\u30eb\u306eCHIPS\u6cd5\u52a9\u6210\u91d1\u3092\u7372\u5f97\u3057\u3001\u4f9b\u7d66\u306e\u591a\u69d8\u6027\u3092\u6539\u5584\u3057\u3066\u3044\u307e\u3059\u3002SK hynix\u306f\u3001AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u9700\u8981\u5897\u52a0\u3078\u306e\u81ea\u4fe1\u3092\u793a\u3059\u305f\u3081\u3001TSV\u5bb9\u91cf\u3092\u8ffd\u52a0\u3059\u308b\u305f\u3081\u306b40\u5104\u7c73\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Intel\u306e\u30d5\u30a9\u30c8\u30cb\u30c3\u30afIP\u8cb7\u53ce\u3068Falcon Shores GPU\u3078\u306e\u7d71\u5408\u306f\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u88fd\u54c1\u306e\u65b0\u305f\u306a\u30e1\u30e2\u30ea\u4f9b\u7d66\u7d4c\u8def\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002Rambus\u306f\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u8a2d\u8a08\u8005\u306b\u9ad8\u901f\u30b7\u30ea\u30a2\u30e9\u30a4\u30b6\u30fc\u30fb\u30c7\u30b7\u30ea\u30a2\u30e9\u30a4\u30b6\u30fc\u30d6\u30ed\u30c3\u30af\u3092\u30e9\u30a4\u30bb\u30f3\u30b9\u4f9b\u4e0e\u3057\u3001\u30d5\u30a1\u30d6\u30ec\u30b9\u4f01\u696d\u304c\u30a2\u30ca\u30ed\u30b0\u8a2d\u8a08\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306a\u3057\u306bHMC\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002UCIe\u306e\u6a19\u6e96\u5316\u3068JEDEC HBM4\u306e\u7d99\u7d9a\u7684\u306a\u4f5c\u696d\u306f\u3001\u7a4d\u5c64DRAM\u30d5\u30a1\u30df\u30ea\u30fc\u3068\u30d1\u30b1\u30c3\u30c8\u5316\u3055\u308c\u305fHMC\u306e\u5883\u754c\u3092\u66d6\u6627\u306b\u3057\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u5e02\u5834\u5168\u4f53\u306eTAM\uff08Total Addressable Market\uff09\u3092\u62e1\u5927\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e7410\u6708\uff1a Samsung Electronics\u304c\u5e73\u6ca2\u5de5\u5834\u306736GB\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u30e1\u30e2\u30ea\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u91cf\u7523\u3092\u958b\u59cb\u3002\u96fb\u6c17SerDes\u3068\u6bd4\u8f03\u3057\u3066\u9045\u5ef6\u304c30%\u4f4e\u3044\u3068\u767a\u8868\u3002<br \/>\n*   2025\u5e749\u6708\uff1a SK hynix\u304c\u5229\u5ddd\u5de5\u5834\u3067\u306eTSV\u88fd\u9020\u30e9\u30a4\u30f3\u62e1\u5f35\u306b40\u5104\u7c73\u30c9\u30eb\u3092\u6295\u8cc7\u3059\u308b\u3053\u3068\u3092\u8868\u660e\u3002\u751f\u7523\u306f2026\u5e74\u4e0b\u534a\u671f\u306b\u4e88\u5b9a\u3002<br \/>\n*   2025\u5e748\u6708\uff1a Intel\u304c\u3001DOE\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30b7\u30b9\u30c6\u30e0\u3092\u521d\u671f\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u3001\u30d5\u30a9\u30c8\u30cb\u30c3\u30af\u30e1\u30e2\u30ea\u30ea\u30f3\u30af\u3092\u7d71\u5408\u3057\u305fFalcon Shores GPU\u306e2026\u5e74\u521d\u982d\u51fa\u8377\u3092\u767a\u8868\u3002<br \/>\n*   2025\u5e747\u6708\uff1a Micron\u304c\u3001\u7c73\u56fd\u306e\u5148\u9032\u30e1\u30e2\u30ea\u5bb9\u91cf\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b61\u5104\u7c73\u30c9\u30eb\u306eCHIPS\u6cd5\u52a9\u6210\u91d1\u3092\u7372\u5f97\u3002\u7b2c\u4e00\u6bb5\u968e\u306e\u5b8c\u4e86\u306f2027\u5e74\u307e\u3067\u306b\u4e88\u5b9a\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\uff08HMC\uff09\u5e02\u5834\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u305d\u306e\u5e02\u5834\u306e\u52d5\u5411\u3001\u6210\u9577\u4e88\u6e2c\u3001\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3068\u963b\u5bb3\u8981\u56e0\u3001\u304a\u3088\u3073\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u8a73\u7d30\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>1. \u5e02\u5834\u6982\u8981\u3068\u6210\u9577\u4e88\u6e2c<br \/>\n\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u5e02\u5834\u306f\u30012025\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0918.08%\u3067\u6210\u9577\u3057\u30012030\u5e74\u306b\u306f51.7\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2. \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u4e3b\u306a\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<br \/>\n*   \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u304a\u3088\u3073\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u304c\u6d3b\u767a\u5316\u3057\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u3084HPC\uff08\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff09\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6025\u901f\u306a\u666e\u53ca\u306b\u3088\u308a\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u306e\u9700\u8981\u304c\u5897\u5927\u3057\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   5G\u30b3\u30a2\u304a\u3088\u3073\u30a8\u30c3\u30b8\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u6a5f\u5668\u306e\u5c0e\u5165\u304c\u62e1\u5927\u3057\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   \u7c73\u56fd\u3001\u4e2d\u56fd\u3001\u6b27\u5dde\u306b\u304a\u3051\u308b\u653f\u5e9c\u4e3b\u5c0e\u306e\u30a8\u30af\u30b5\u30b9\u30b1\u30fc\u30eb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u3002<br \/>\n*   \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   \u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u30b3\u30f3\u30dd\u30fc\u30b6\u30d6\u30eb\u304a\u3088\u3073\u30c7\u30a3\u30b9\u30a2\u30b0\u30ea\u30b2\u30fc\u30c6\u30c3\u30c9\u30b5\u30fc\u30d0\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u3002<\/p>\n<p>3. \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0<br \/>\n\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u59a8\u3052\u308b\u8981\u56e0\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<br \/>\n*   \u5f93\u6765\u306eDDRx\/LPDDR DRAM\u6280\u8853\u306e\u5f37\u3044\u512a\u4f4d\u6027\u3002<br \/>\n*   \u9ad8\u3044\u88fd\u9020\u30b3\u30b9\u30c8\u3068TSV\uff08Through-Silicon Via\uff09\u306e\u6b69\u7559\u307e\u308a\u5236\u7d04\u3002TSV\u306e\u6b69\u7559\u307e\u308a\u7387\u306f85%\u3092\u4e0b\u56de\u3063\u3066\u304a\u308a\u3001DDR5\u30e2\u30b8\u30e5\u30fc\u30eb\u3068\u6bd4\u8f03\u3057\u3066\u30ae\u30ac\u30d0\u30a4\u30c8\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u6700\u592760%\u4e0a\u6607\u3055\u305b\u3066\u3044\u307e\u3059\u3002<br \/>\n*   3D\u7a4d\u5c64\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u306b\u304a\u3051\u308b\u71b1\u7ba1\u7406\u306e\u8907\u96d1\u3055\u3002<br \/>\n*   \u9650\u3089\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068IP\u30e9\u30a4\u30bb\u30f3\u30b9\u306b\u95a2\u3059\u308b\u6469\u64e6\u3002<\/p>\n<p>4. \u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u5730\u57df\u52d5\u5411<br \/>\n*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225: 2024\u5e74\u306e\u53ce\u76ca\u3067\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u30aa\u30fc\u30eb\u30d5\u30e9\u30c3\u30b7\u30e5\u30a2\u30ec\u30a4\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u306b\u3088\u308a\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b9\u30c8\u30ec\u30fc\u30b8\u304c41.3%\u3092\u5360\u3081\u3001\u6700\u5927\u306e\u8ca2\u732e\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u4ed6\u3001\u901a\u4fe1\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u8eca\u8f09ADAS\u306a\u3069\u304c\u4e3b\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8\u30ce\u30fc\u30c9\u306f\u30012025\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u306620.88%\u306eCAGR\u3067\u6700\u3082\u901f\u304f\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30c3\u30b5\u30ad\u30e3\u30c3\u30b7\u30e5\u3001\u30c7\u30fc\u30bf\u30d0\u30c3\u30d5\u30a1\u3001\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30e1\u30e2\u30ea\u3082\u91cd\u8981\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002<br \/>\n*   \u30e1\u30e2\u30ea\u5bb9\u91cf\u5225: 2GB\uff5e8GB\u30018GB\uff5e16GB\u300116GB\uff5e32GB\u300132GB\u4ee5\u4e0a\u3068\u3044\u3063\u305f\u5bb9\u91cf\u5e2f\u3067\u5206\u6790\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6280\u8853\u30ce\u30fc\u30c9\u5225: TSV\u30d9\u30fc\u30b9\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\uff08Gen 2\uff09\u3001\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8HMC\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9HMC\u304c\u542b\u307e\u308c\u307e\u3059\u3002UCIe\u30d9\u30fc\u30b9\u306e\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6a19\u6e96\u306b\u3088\u308a\u3001HMC\u3092\u30de\u30eb\u30c1\u30c0\u30a4\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u7d71\u5408\u3059\u308b\u969b\u306e\u8a2d\u8a08\u304c\u7c21\u7d20\u5316\u3055\u308c\u3001\u5e02\u5834\u6295\u5165\u307e\u3067\u306e\u6642\u9593\u304c\u77ed\u7e2e\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u3001\u96c6\u7a4d\u3055\u308c\u305f\u88fd\u9020\u80fd\u529b\u3001\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3001\u5f37\u529b\u306a\u30af\u30e9\u30a6\u30c9\u69cb\u7bc9\u306b\u3088\u308a\u300120.41%\u306e\u5730\u57dfCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u5730\u57df\u3067\u3059\u3002\u5317\u7c73\u3001\u5357\u7c73\u3001\u6b27\u5dde\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u3082\u5206\u6790\u5bfe\u8c61\u3067\u3059\u3002<\/p>\n<p>5. \u7af6\u4e89\u74b0\u5883<br \/>\n\u5e02\u5834\u306f\u3001Micron Technology Inc.\u3001Intel Corporation\u3001Samsung Electronics Co., Ltd.\u3001SK hynix Inc.\u3001International Business Machines Corporation\u3001Advanced Micro Devices Inc.\u306a\u3069\u3001\u591a\u6570\u306e\u4e3b\u8981\u4f01\u696d\u306b\u3088\u3063\u3066\u69cb\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u3001\u304a\u3088\u3073\u4e3b\u8981\u4f01\u696d\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>6. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<br \/>\n\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u672a\u958b\u62d3\u306e\u5206\u91ce\u3084\u6e80\u305f\u3055\u308c\u3066\u3044\u306a\u3044\u30cb\u30fc\u30ba\u306e\u8a55\u4fa1\u3092\u901a\u3058\u3066\u3001\u5c06\u6765\u306e\u5e02\u5834\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u3082\u8a00\u53ca\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e1\u30e2\u30ea\u30ad\u30e5\u30fc\u30d6\u5e02\u5834\u306e\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3057\u3001\u5c06\u6765\u306e\u6226\u7565\u7acb\u6848\u306b\u5f79\u7acb\u3064\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/78146"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=78146"}],"version-history":[{"count":1,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/78146\/revisions"}],"predecessor-version":[{"id":78149,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/78146\/revisions\/78149"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=78146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=78146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=78146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}