{"id":86061,"date":"2026-01-06T06:42:51","date_gmt":"2026-01-05T21:42:51","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/memory-integrated-circuit-market-mordor\/"},"modified":"2026-04-03T21:17:41","modified_gmt":"2026-04-03T12:17:41","slug":"memory-integrated-circuit-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/memory-integrated-circuit-market-mordor\/","title":{"rendered":"\u30e1\u30e2\u30eaIC\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\uff1a\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\/memory-integrated-circuit-market-1755689280113-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\/memory-integrated-circuit-market-size-image-1755694330935.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u5e8f\u8ad6<\/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 \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u30d5\u30a3\u30fc\u30c1\u30e3\u30fc\u30d5\u30a9\u30f3\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u306e\u666e\u53ca\u62e1\u5927<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u30dd\u30fc\u30bf\u30d6\u30eb\u30ef\u30a4\u30e4\u30ec\u30b9\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u4f4e\u6d88\u8cbb\u96fb\u529b\u30e1\u30e2\u30ea\u306e\u9700\u8981\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u306b\u304a\u3051\u308bSSD\u306e\u9700\u8981\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5411\u3051\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u306e\u6025\u901f\u306a\u63a1\u7528<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 ADAS\u304a\u3088\u3073EV\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u8eca\u4e21\u3042\u305f\u308a\u306e\u30e1\u30e2\u30ea\u642d\u8f09\u91cf\u306e\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068\u300cCHIPS\u578b\u300d\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u3088\u308b\u56fd\u5185\u751f\u7523\u306e\u4fc3\u9032<\/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 \u9ad8\u5ea6\u306a\u30e1\u30e2\u30eaIC\u306e\u9ad8\u984d\u306a\u958b\u767a\u8cbb\u3068\u88fd\u9020\u8cbb<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 DRAM\/NAND\u4fa1\u683c\u306e\u5909\u52d5\u6027\u3068\u5468\u671f\u6027<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6df7\u4e71\u3068\u91cd\u8981\u6750\u6599\u306e\u4e0d\u8db3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u30e1\u30e2\u30ea\u6a5f\u5668\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u306a\u8f38\u51fa\u898f\u5236<\/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 \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 \u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u306e\u5f71\u97ff<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \u30dd\u30fc\u30bf\u30fc\u306e\u30d5\u30a1\u30a4\u30d6\u30d5\u30a9\u30fc\u30b9\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 \u65b0\u898f\u53c2\u5165\u8005\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \u8cb7\u3044\u624b\/\u6d88\u8cbb\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.3 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/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 \u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 DRAM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30d5\u30e9\u30c3\u30b7\u30e5<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.1 NOR<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.2 NAND<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u65b0\u8208\u30e1\u30e2\u30ea (MRAM\u3001ReRAM\u30013D XPoint\u306a\u3069)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \u305d\u306e\u4ed6\u306e\u30bf\u30a4\u30d7<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304a\u3088\u3073\u30bf\u30d6\u30ec\u30c3\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u30b5\u30fc\u30d0\u30fc\u304a\u3088\u3073\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \u8eca\u8f09\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \u7523\u696d\u7528\u304a\u3088\u3073IoT\u30c7\u30d0\u30a4\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 \u305d\u306e\u4ed6\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u898f\u683c\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 DDR4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 DDR5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 LPDDR5\/LPDDR6<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 HBM\/HBM3\/HBM3E<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 PCIe\/NVMe \u30d5\u30e9\u30c3\u30b7\u30e5<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u5bb6\u5ead\u7528\u96fb\u5316\u88fd\u54c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u81ea\u52d5\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 IT\u304a\u3088\u3073\u96fb\u6c17\u901a\u4fe1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \u30d8\u30eb\u30b9\u30b1\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \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          5.5 \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\u5730\u57df<\/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\u5730\u57df<\/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 \u6771\u5357\u30a2\u30b8\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\u5730\u57df<\/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\u5730\u57df<\/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 \u305d\u306e\u4ed6\u306e\u30a2\u30d5\u30ea\u30ab\u5730\u57df<\/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\u5411<\/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 {(\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\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u7684\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)}<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Samsung Electronics Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 SK hynix Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Micron Technology, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Kioxia Holdings Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Western Digital Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Intel Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Nanya Technology Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Winbond Electronics Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Macronix International Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 GigaDevice Semiconductor Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Integrated Silicon Solution, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Etron Technology, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Kingston Technology Company, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Silicon Motion Technology Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Transcend Information, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Alliance Memory, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Microchip Technology Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 STMicroelectronics N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Renesas Electronics Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Infineon Technologies AG<\/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>\u30e1\u30e2\u30eaIC\u5e02\u5834\u306f\u30012025\u5e74\u306b1,765\u5104\u7c73\u30c9\u30eb\u306e\u898f\u6a21\u306b\u9054\u3057\u30012030\u5e74\u306b\u306f2,887\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\u306f10.34%\u306b\u4e0a\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u304a\u308a\u307e\u3059\u3002AI\u306e\u63a1\u7528\u5f37\u5316\u3001\u8eca\u4e21\u306e\u96fb\u52d5\u5316\u306e\u9032\u5c55\u3001\u304a\u3088\u3073\u5404\u56fd\u653f\u5e9c\u306b\u3088\u308b\u88fd\u9020\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u9700\u8981\u30d1\u30bf\u30fc\u30f3\u3092\u518d\u5f62\u6210\u3057\u3001\u5730\u57df\u7684\u306a\u518d\u5747\u8861\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c7\u30a3\u30b9\u30af\u30ea\u30fc\u30c8DRAM\u306f\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u304a\u3051\u308b\u9ad8\u5e2f\u57df\u5e45\u51e6\u7406\u3092\u652f\u3048\u7d9a\u3051\u3066\u304a\u308a\u3001NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306f\u5bc6\u5ea6\u5411\u4e0a\u306b\u3088\u308a\u30d3\u30c3\u30c8\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084\u8eca\u8f09\u30b9\u30c8\u30ec\u30fc\u30b8\u3067\u306e\u5c55\u958b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002HBM3E\u3084\u4eca\u5f8c\u306eHBM4\u3068\u3044\u3063\u305f\u7279\u6b8a\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u6a19\u6e96\u306f\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30d9\u30f3\u30c0\u30fc\u304c\u6f14\u7b97\u30b3\u30a2\u306e\u8fd1\u304f\u306b\u524d\u4f8b\u306e\u306a\u3044\u5e2f\u57df\u5e45\u3092\u914d\u7f6e\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u304c\u7570\u7a2e\u6df7\u5408\u3067\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u3068\u79fb\u884c\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u88cf\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4f9b\u7d66\u96c6\u4e2d\u5ea6\u306f\u4f9d\u7136\u3068\u3057\u3066\u9ad8\u3044\u3082\u306e\u306e\u3001500\u5104\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u308b\u56fd\u5bb6\u6280\u8853\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u65b0\u898f\u53c2\u5165\u3092\u4fc3\u9032\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u5730\u57df\u7684\u306a\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u5468\u671f\u7684\u306a\u4fa1\u683c\u8a2d\u5b9a\u3001HBM\u306e\u4f9b\u7d66\u80fd\u529b\u903c\u8feb\u3001\u304a\u3088\u3073EUV\u99c6\u52d5\u306e\u88fd\u9020\u30b3\u30b9\u30c8\u9ad8\u9a30\u3068\u3044\u3063\u305f\u8ab2\u984c\u306f\u5b58\u5728\u3057\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306fMRAM\u3084\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30a4\u30f3\u30fb\u30e1\u30e2\u30ea\u30c7\u30d0\u30a4\u30b9\u306e\u3088\u3046\u306a\u3001\u4f4e\u9045\u5ef6\u3068\u4f4e\u6d88\u8cbb\u96fb\u529b\u3092\u7d04\u675f\u3059\u308b\u5dee\u5225\u5316\u3055\u308c\u305f\u88fd\u54c1\u306b\u3068\u3063\u3066\u306e\u6a5f\u4f1a\u3082\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306fDRAM\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u30b7\u30a7\u30a2\u306e56.2%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u306f2030\u5e74\u307e\u3067\u306b11.6%\u306eCAGR\u3067\u6210\u9577\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u5168\u4f53\u306e\u6210\u9577\u7387\u3092\u4e0a\u56de\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: 2024\u5e74\u306b\u306f\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3068\u30bf\u30d6\u30ec\u30c3\u30c8\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u898f\u6a21\u306e38.4%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30b5\u30fc\u30d0\u30fc\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f2030\u5e74\u307e\u3067\u306b11.8%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u6a19\u6e96\u5225: 2024\u5e74\u306b\u306fDDR4\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u898f\u6a21\u306e41.0%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001HBM\/HBM3\/HBM3E\u306f2030\u5e74\u307e\u3067\u306b13.2%\u306eCAGR\u3067\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225: 2024\u5e74\u306b\u306f\u5bb6\u96fb\u88fd\u54c1\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u898f\u6a21\u306e46.5%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u8eca\u8f09\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306fADAS\u304a\u3088\u3073EV\u306e\u30e1\u30e2\u30ea\u30b3\u30f3\u30c6\u30f3\u30c4\u5897\u52a0\u3092\u53cd\u6620\u3057\u300112.8%\u306e\u6700\u901fCAGR\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u30b7\u30a7\u30a2\u306e61.8%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u5317\u7c73\u306fCHIPS\u6cd5\u306b\u3088\u308b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068AI\u30a4\u30f3\u30d5\u30e9\u69cb\u7bc9\u306b\u3088\u308a\u30012030\u5e74\u307e\u3067\u306b13.6%\u306e\u6700\u9ad8CAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b0\u30ed\u30fc\u30d0\u30eb\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u63a8\u9032\u8981\u56e0<\/p>\n<p>*   \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u30d5\u30a3\u30fc\u30c1\u30e3\u30fc\u30d5\u30a9\u30f3\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u306e\u666e\u53ca\u62e1\u5927: Samsung\u306e0.65mm LPDDR5X\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u3088\u3046\u306a\u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u306e\u9769\u65b0\u306b\u3088\u308a\u3001OEM\u306f\u8584\u578b\u30c7\u30d0\u30a4\u30b9\u306b\u3088\u308a\u5927\u5bb9\u91cf\u306e\u30e1\u30e2\u30ea\u3092\u642d\u8f09\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u30cf\u30f3\u30c9\u30bb\u30c3\u30c8\u3042\u305f\u308a\u306e\u5e73\u5747DRAM\u5bb9\u91cf\u306f16\uff5e24GB\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u751f\u6210AI\u30c1\u30e3\u30c3\u30c8\u3084\u30aa\u30f3\u30c7\u30d0\u30a4\u30b9\u30d3\u30b8\u30e7\u30f3\u30e2\u30c7\u30eb\u306f\u5e2f\u57df\u5e45\u306e\u5fc5\u8981\u6027\u3092\u9ad8\u3081\u3001JEDEC\u306eLPDDR6\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u63a8\u8ad6\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306b10.667\uff5e14.4Gbps\u306e\u4fe1\u53f7\u4f1d\u9001\u901f\u5ea6\u3092\u63d0\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u30d5\u30a3\u30fc\u30c1\u30e3\u30fc\u30d5\u30a9\u30f3\u306e\u51fa\u8377\u91cf\u3082\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u306e\u51fa\u8377\u3092\u5897\u3084\u3057\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30ef\u30fc\u30af\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3088\u308a\u30bf\u30d6\u30ec\u30c3\u30c8\u3082\u518d\u3073\u727d\u5f15\u529b\u3092\u5f97\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u304c\u7dcf\u5408\u7684\u306b\u30e1\u30e2\u30eaIC\u5e02\u5834\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30c3\u30b8\u63a8\u8ad6\u306f\u30af\u30e9\u30a6\u30c9\u3078\u306e\u5f80\u5fa9\u3092\u6e1b\u3089\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u4f4e\u6d88\u8cbb\u96fb\u529b\u30fb\u9ad8\u5bc6\u5ea6\u30e2\u30d0\u30a4\u30ebDRAM\u306e\u6301\u7d9a\u7684\u306a\u9700\u8981\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30dd\u30fc\u30bf\u30d6\u30eb\u7121\u7dda\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u4f4e\u6d88\u8cbb\u96fb\u529b\u30e1\u30e2\u30ea\u306e\u9700\u8981\u5897\u52a0: \u30a6\u30a7\u30a2\u30e9\u30d6\u30eb\u3001AR\u30b0\u30e9\u30b9\u3001IoT\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u306f\u53b3\u3057\u3044\u96fb\u529b\u4e88\u7b97\u3092\u91cd\u8996\u3057\u3066\u304a\u308a\u3001\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308bLPDDR\u3084\u6b21\u4e16\u4ee3\u7d44\u307f\u8fbc\u307f\u30e1\u30e2\u30ea\u306e\u9700\u8981\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u30c7\u30a3\u30fc\u30d7\u30b9\u30ea\u30fc\u30d7\u72b6\u614b\u3092\u6700\u9069\u5316\u3057\u3001\u30a2\u30a4\u30c9\u30eb\u96fb\u6d41\u309250\u00b5A\u672a\u6e80\u306b\u524a\u6e1b\u3059\u308b\u3053\u3068\u3067\u3001\u6570\u65e5\u9593\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u5bff\u547d\u76ee\u6a19\u3068\u6574\u5408\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u52b9\u7387\u5411\u4e0a\u306f\u3001\u30ed\u30fc\u30ab\u30eb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u80fd\u529b\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u30dd\u30fc\u30bf\u30d6\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u306b\u304a\u3051\u308bSSD\u306e\u9700\u8981\u5897\u52a0: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001AI\u5206\u6790\u306e\u305f\u3081\u306e\u30c7\u30fc\u30bf\u30ec\u30a4\u30af\u30a2\u30af\u30bb\u30b9\u3092\u9ad8\u901f\u5316\u3059\u308b\u305f\u3081\u306bNVMe\u30d5\u30e9\u30c3\u30b7\u30e5\u30a2\u30ec\u30a4\u3092\u62e1\u5f35\u3057\u3066\u304a\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5c64\u3092\u30cf\u30fc\u30c9\u30c7\u30a3\u30b9\u30af\u304b\u3089\u30b7\u30d5\u30c8\u3055\u305b\u3066\u3044\u307e\u3059\u3002Layer-200 3D-NAND\u8a2d\u8a08\u306f\u30c6\u30e9\u30d0\u30a4\u30c8\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u30de\u30eb\u30c1\u30da\u30bf\u30d0\u30a4\u30c8\u30ce\u30fc\u30c9\u306e\u5c55\u958b\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308bNAND\u30a6\u30a7\u30fc\u30cf\u306e\u6d88\u8cbb\u91cf\u3092\u5897\u52a0\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u8eca\u8f09\u306eOTA\uff08Over-The-Air\uff09\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u6226\u7565\u3082SSD\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u9069\u5408\u3057\u3066\u304a\u308a\u3001\u5730\u7406\u7684\u306a\u63a1\u7528\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5411\u3051\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u306e\u6025\u901f\u306a\u63a1\u7528: HBM\u306e\u53ce\u76ca\u306f\u3059\u3067\u306bSK Hynix\u306eDRAM\u58f2\u4e0a\u306e30%\u4ee5\u4e0a\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u9700\u8981\u304c\u4f9b\u7d66\u3092\u4e0a\u56de\u308b\u305f\u3081\u30012025\u5e74\u7b2c4\u56db\u534a\u671f\u306b\u306f40%\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002HBM4\u306f\u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a5\uff5e6TB\/s\u3092\u7d04\u675f\u3057\u3001HBM3E\u306e\u5e2f\u57df\u5e45\u30924\u500d\u306b\u3057\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u53ce\u675f\u3092\u9ad8\u901f\u5316\u3057\u307e\u3059\u3002AMD\u306eMI350X\u306f\u3001\u5408\u8a08288GB\u306e12\u5c64HBM3E\u30b9\u30bf\u30c3\u30af\u3092\u6f14\u7b97\u30c0\u30a4\u306e\u8fd1\u304f\u306b\u914d\u7f6e\u3057\u3066\u304a\u308a\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u30e1\u30e2\u30ea\u3068\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5bc6\u63a5\u306a\u5171\u540c\u8a2d\u8a08\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f2026\u5e74\u307e\u3067\u5b8c\u58f2\u72b6\u614b\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u6301\u3061\u3001\u8ffd\u52a0\u306eTSV\uff08Through-Silicon Via\uff09\u5bb9\u91cf\u3078\u306e\u6295\u8cc7\u3092\u53ef\u80fd\u306b\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u898b\u901a\u3057\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<br \/>\n*   ADAS\u304a\u3088\u3073EV\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u8eca\u4e21\u3042\u305f\u308a\u306e\u30e1\u30e2\u30ea\u642d\u8f09\u91cf\u306e\u5897\u52a0: \u8eca\u8f09\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306f\u6700\u901f\u306e12.8% CAGR\u3092\u8a18\u9332\u3057\u3066\u304a\u308a\u3001ADAS\u304a\u3088\u3073EV\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u8eca\u4e21\u3042\u305f\u308a\u306e\u30e1\u30e2\u30ea\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u5897\u52a0\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u56fd\u5185\u751f\u7523\u3092\u4fc3\u9032\u3059\u308b\u653f\u5e9c\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304a\u3088\u3073CHIPS\u6cd5\u306e\u3088\u3046\u306a\u30d7\u30ed\u30b0\u30e9\u30e0: \u7c73\u56fd\u3001EU\u3001\u65e5\u672c\u3001\u97d3\u56fd\u306b\u304a\u3051\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u56fd\u5185\u751f\u7523\u3092\u4fc3\u9032\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u5730\u57df\u7684\u306a\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<\/p>\n<p>*   \u5148\u9032\u30e1\u30e2\u30eaIC\u306e\u9ad8\u3044\u958b\u767a\u30fb\u88fd\u9020\u30b3\u30b9\u30c8: 10nm\u4ee5\u4e0b\u306eDRAM\u30e9\u30a4\u30f3\u306b\u306f150\u5104\uff5e200\u5104\u7c73\u30c9\u30eb\u306e\u6295\u8cc7\u304c\u5fc5\u8981\u3067\u3042\u308a\u3001EUV\u30b9\u30ad\u30e3\u30ca\u30fc\u306f\u30c4\u30fc\u30eb\u3042\u305f\u308a1\u51046000\u4e07\u7c73\u30c9\u30eb\u4ee5\u4e0a\u304b\u304b\u308a\u307e\u3059\u3002High-NA EUV\u306e\u63a1\u7528\u306f\u3055\u3089\u306b\u8a2d\u5099\u6295\u8cc7\u3092\u5897\u3084\u3057\u3001\u640d\u76ca\u5206\u5c90\u70b9\u3068\u306a\u308b\u751f\u7523\u91cf\u3092\u5f15\u304d\u4e0a\u3052\u307e\u3059\u3002\u307e\u305f\u3001HBM\u306e\u30c0\u30a4\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u306f\u3001\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3DRAM\u306e2\uff5e3\u500d\u306e\u30a6\u30a7\u30fc\u30cf\u6295\u5165\u91cf\u3092\u6d88\u8cbb\u3057\u307e\u3059\u3002\u3053\u306e\u8cc7\u672c\u8ca0\u62c5\u306f\u3001\u53c2\u5165\u4f01\u696d\u3092\u8cc7\u91d1\u529b\u306e\u3042\u308b\u65e2\u5b58\u4f01\u696d\u306b\u9650\u5b9a\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u30ce\u30fc\u30c9\u79fb\u884c\u30b5\u30a4\u30af\u30eb\u3092\u9045\u3089\u305b\u3066\u3044\u307e\u3059\u3002<br \/>\n*   DRAM\/NAND\u4fa1\u683c\u306e\u5909\u52d5\u6027\u3068\u5468\u671f\u6027: \u30e1\u30fc\u30ab\u30fc\u304cDDR5\u304a\u3088\u3073HBM\u3078\u306e\u518d\u30c4\u30fc\u30eb\u306e\u305f\u3081\u30ec\u30ac\u30b7\u30fc\u751f\u7523\u3092\u524a\u6e1b\u3057\u305f\u5f8c\u30012025\u5e745\u6708\u306b\u306fDDR4\u306e\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u304c50%\u6025\u9a30\u3057\u30018GB\u30e2\u30b8\u30e5\u30fc\u30eb\u306f1.75\u7c73\u30c9\u30eb\u304b\u30892.73\u7c73\u30c9\u30eb\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u9006\u306b\u3001\u4e2d\u56fd\u306e\u65b0\u898f\u751f\u7523\u80fd\u529b\u306b\u3088\u308aNAND\u306e\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\uff08ASP\uff09\u306f\u524d\u5e74\u6bd420%\u4e0b\u843d\u3057\u3001\u5229\u76ca\u7387\u3092\u5727\u8feb\u3057\u3001\u5728\u5eab\u8a08\u753b\u3092\u8907\u96d1\u306b\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5909\u52d5\u306f\u4e88\u6e2c\u53ef\u80fd\u306a\u6295\u8cc7\u3092\u59a8\u3052\u3001\u4f9b\u7d66\u904e\u5270\u671f\u306b\u306f\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u62e1\u5927\u3092\u505c\u6ede\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n*   \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6df7\u4e71\u3068\u91cd\u8981\u6750\u6599\u306e\u4e0d\u8db3: \u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u3001\u81ea\u7136\u707d\u5bb3\u3001\u8cbf\u6613\u6469\u64e6\u306a\u3069\u306b\u3088\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6df7\u4e71\u3084\u91cd\u8981\u6750\u6599\u306e\u4e0d\u8db3\u306f\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u60aa\u5f71\u97ff\u3092\u53ca\u307c\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n*   \u30e1\u30e2\u30ea\u6a5f\u5668\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u306a\u8f38\u51fa\u898f\u5236: \u4e2d\u56fd\u3084\u30ed\u30b7\u30a2\u306a\u3069\u306e\u7279\u5b9a\u306e\u56fd\u3084\u4f01\u696d\u306b\u5bfe\u3059\u308b\u30e1\u30e2\u30ea\u6a5f\u5668\u306e\u8f38\u51fa\u898f\u5236\u306f\u3001\u6280\u8853\u30ce\u30fc\u30c9\u306e\u65ad\u7247\u5316\u3092\u5f15\u304d\u8d77\u3053\u3057\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>*   \u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u5225: DRAM\u306e\u512a\u4f4d\u6027\u3068\u30d5\u30e9\u30c3\u30b7\u30e5\u306e\u52a0\u901f<br \/>\n    DRAM\u306f2024\u5e74\u306b\u30e1\u30e2\u30eaIC\u5e02\u5834\u30b7\u30a7\u30a2\u306e56.2%\u3092\u5360\u3081\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u5e2f\u57df\u5e45\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3067\u3042\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306f11.6%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002200\u5c64\u4ee5\u4e0a\u306e3D-NAND\u306f\u30d3\u30c3\u30c8\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u30b5\u30fc\u30d0\u30fc\u306e\u30d6\u30fc\u30c8\u30c9\u30e9\u30a4\u30d6\u3084\u8eca\u8f09\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002NOR\u30d5\u30e9\u30c3\u30b7\u30e5\u306f\u8eca\u8f09\u7528\u9014\u3067\u518d\u3073\u6ce8\u76ee\u3092\u96c6\u3081\u3001MRAM\u306f\u4e0d\u63ee\u767a\u6027\u3068\u8010\u4e45\u6027\u304c\u91cd\u8981\u306a\u7523\u696d\u7528\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3067\u8a2d\u8a08\u63a1\u7528\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002Samsung\u306e\u7a4d\u5c64DRAM\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u5f93\u6765\u306e\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u3092\u8d85\u3048\u308b3D\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002ReRAM\u30843D XPoint\u306e\u3088\u3046\u306a\u65b0\u8208\u30e1\u30e2\u30ea\u306f\u30cb\u30c3\u30c1\u306a\u9045\u5ef6\u30ae\u30e3\u30c3\u30d7\u3092\u8ffd\u6c42\u3057\u3001\u5c0f\u898f\u6a21\u30d9\u30f3\u30c0\u30fc\u306b\u5e83\u7bc4\u306a\u30e1\u30e2\u30eaIC\u5e02\u5834\u3067\u306e\u8db3\u304c\u304b\u308a\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u56fa\u6709\u306e\u6700\u9069\u5316\u306f\u3001\u63ee\u767a\u6027\u30e1\u30e2\u30ea\u3068\u4e0d\u63ee\u767a\u6027\u30e1\u30e2\u30ea\u306e\u5883\u754c\u3092\u66d6\u6627\u306b\u3057\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306a\u968e\u5c64\u69cb\u9020\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u30e2\u30d0\u30a4\u30eb\u57fa\u76e4\u304b\u3089\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6210\u9577\u3078\u306e\u30b7\u30d5\u30c8<br \/>\n    \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3068\u30bf\u30d6\u30ec\u30c3\u30c8\u306f2024\u5e74\u306b\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30b7\u30a7\u30a2\u306e38.4%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u666e\u53ca\u306b\u4f34\u3044\u3001\u30b5\u30fc\u30d0\u30fc\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f11.8%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30ce\u30fc\u30c9\u306f\u3001\u6700\u5927288GB\u306eHBM\u3092\u642d\u8f09\u3057\u305f400W\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3066\u304a\u308a\u3001\u30bd\u30b1\u30c3\u30c8\u3042\u305f\u308a\u306e\u30e1\u30e2\u30ea\u652f\u51fa\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u30e2\u30d0\u30a4\u30eb\u30c7\u30d0\u30a4\u30b9\u306fLPDDR6\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u5bfe\u6297\u3057\u3001\u30cf\u30f3\u30c9\u30d8\u30eb\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u30aa\u30f3\u30c7\u30d0\u30a4\u30b9AI\u3068\u9023\u643a\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u7523\u696d\u7528IoT\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u3084\u30a8\u30c3\u30b8\u30b5\u30fc\u30d0\u30fc\u306f\u5805\u7262\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u5fc5\u8981\u3068\u3057\u3001\u8eca\u8f09ADAS\u306fDRAM\u3001LPDDR\u3001NOR\u3001SSD\u3092\u96c6\u4e2d\u578b\u8eca\u4e21\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306b\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u6a19\u6e96\u5225: DDR4\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3068HBM\u9769\u547d<br \/>\n    DDR4\u306f2024\u5e74\u306e\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u51fa\u8377\u91cf\u306e41.0%\u3092\u4f9d\u7136\u3068\u3057\u3066\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001DDR5\u306e\u6210\u9577\u306f\u52a0\u901f\u3057\u3066\u304a\u308a\u3001HBM\/HBM3\/HBM3E\u306f13.2%\u306eCAGR\u3067\u5148\u884c\u3057\u3066\u3044\u307e\u3059\u3002JEDEC\u306f2027\u5e74\u4ee5\u964d\u306e\u63a1\u7528\u306b\u5411\u3051\u3066\u30018.8\uff5e17.6Gbps\u306eI\/O\u901f\u5ea6\u3092\u6301\u3064DDR6\u306e\u76ee\u6a19\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002LPDDR6\u306f\u540c\u69d8\u306e\u901f\u5ea6\u306724\u30d3\u30c3\u30c8\u30c1\u30e3\u30cd\u30eb\u306b\u9032\u5316\u3057\u3001\u71b1\u5236\u7d04\u306e\u3042\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5411\u3051\u306b\u8abf\u6574\u3055\u308c\u3066\u3044\u307e\u3059\u3002PCIe 5.0 NVMe\u306fSSD\u306e\u9045\u5ef6\u3092\u77ed\u7e2e\u3057\u3001CXL\u306f\u30e1\u30e2\u30ea\u30d7\u30fc\u30eb\u3092\u5206\u96e2\u3059\u308b\u3053\u3068\u3067\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30e9\u30c3\u30af\u306b\u304a\u3051\u308b\u52d5\u7684\u306a\u5bb9\u91cf\u5272\u308a\u5f53\u3066\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306e\u591a\u69d8\u6027\u306f\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u5168\u4f53\u306b\u304a\u3051\u308b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4e2d\u5fc3\u306e\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225: \u5bb6\u96fb\u88fd\u54c1\u306e\u57fa\u76e4\u304b\u3089\u81ea\u52d5\u8eca\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308b\u62e1\u5927<br \/>\n    \u5bb6\u96fb\u88fd\u54c1\u306f2024\u5e74\u306e\u53ce\u76ca\u306e46.5%\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u304c\u3001\u81ea\u52d5\u8eca\u306e12.8%\u306eCAGR\u306f\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u3078\u306e\u8ca2\u732e\u5ea6\u3092\u5927\u5e45\u306b\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u8eca\u4e21\u306f2026\u5e74\u307e\u3067\u306b\u5408\u8a08278GB\u306eRAM\u3068NAND\u3092\u642d\u8f09\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u30012030\u5e74\u307e\u3067\u306b\u306f\u30de\u30eb\u30c1\u30c6\u30e9\u30d0\u30a4\u30c8\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306b\u62e1\u5927\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002IT\u30fb\u901a\u4fe1\u5206\u91ce\u306f\u30015G\u57fa\u5730\u5c40\u306b\u9ad8\u901fDRAM\u3092\u642d\u8f09\u3059\u308b\u3053\u3068\u3067\u30a8\u30c3\u30b8\u304a\u3088\u3073\u30b3\u30a2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u30d8\u30eb\u30b9\u30b1\u30a2\u30c7\u30d0\u30a4\u30b9\u306f\u8010\u969c\u5bb3\u6027\u30e1\u30e2\u30ea\u3092\u63a1\u7528\u3057\u3001\u822a\u7a7a\u5b87\u5b99\u30df\u30c3\u30b7\u30e7\u30f3\u306f\u653e\u5c04\u7dda\u8010\u6027MRAM\u3092\u8a66\u9a13\u7684\u306b\u5c0e\u5165\u3057\u3066\u304a\u308a\u3001\u5730\u4e0a\u5c55\u958b\u306b\u5148\u7acb\u3063\u3066\u30b9\u30d4\u30f3\u30d9\u30fc\u30b9\u30b9\u30c8\u30ec\u30fc\u30b8\u3092\u691c\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306e\u591a\u69d8\u6027\u306f\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u5168\u4f53\u306e\u53ce\u76ca\u6e90\u3092\u591a\u69d8\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306b\u306f\u3001\u30a6\u30a7\u30fc\u30cf\u88fd\u9020\u304b\u3089\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u30a2\u30bb\u30f3\u30d6\u30ea\u306b\u81f3\u308b\u7d71\u5408\u3055\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u304a\u304b\u3052\u3067\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u30e1\u30e2\u30eaIC\u5e02\u5834\u306e\u51fa\u8377\u91cf\u306e61.8%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u4e2d\u56fd\u306e\u30d9\u30f3\u30c0\u30fc\u3067\u3042\u308bCXMT\u306fDRAM\u30b7\u30a7\u30a2\u30925%\u306b\u5f15\u304d\u4e0a\u3052\u3001Samsung\u3068SK Hynix\u306f\u30d7\u30ed\u30bb\u30b9\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b200\u5104\u7c73\u30c9\u30eb\u4ee5\u4e0a\u3092R&#038;D\u306b\u518d\u6295\u8cc7\u3057\u307e\u3057\u305f\u3002\u65e5\u672c\u306e3.9\u5146\u5186\uff08257\u5104\u7c73\u30c9\u30eb\uff09\u306e\u88dc\u52a9\u91d1\u63a8\u9032\u3068TSMC\u306e\u718a\u672c\u5de5\u5834\u62e1\u5f35\u306f\u3001\u5730\u57df\u306e\u88fd\u9020\u57fa\u76e4\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u8f38\u51fa\u7ba1\u7406\u653f\u7b56\u306f\u4e2d\u56fd\u3078\u306e\u5148\u9032\u30c4\u30fc\u30eb\u51fa\u8377\u3092\u6291\u5236\u3057\u3001\u6280\u8853\u30ce\u30fc\u30c9\u3092\u65ad\u7247\u5316\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u5468\u8fba\u306e\u4ee3\u66ff\u751f\u7523\u80fd\u529b\u3092\u523a\u6fc0\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: \u5317\u7c73\u306f\u3001527\u5104\u7c73\u30c9\u30eb\u306eCHIPS\u6cd5\u3068\u30012030\u5e74\u307e\u3067\u306b\u56fd\u5185DRAM\u751f\u7523\u91cf\u306e40%\u3092\u76ee\u6307\u3059Micron\u306e1,250\u5104\u7c73\u30c9\u30eb\u306e\u6295\u8cc7\u8a08\u753b\u306b\u727d\u5f15\u3055\u308c\u3001\u6700\u901f\u306e13.6%\u306eCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306e\u8fd1\u63a5\u6027\u306f\u3001\u6700\u5148\u7aef\u306eHBM\u304a\u3088\u3073DDR6\u88fd\u54c1\u306e\u5171\u540c\u958b\u767a\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u30ab\u30ca\u30c0\u3068\u30e1\u30ad\u30b7\u30b3\u306f\u5316\u5b66\u54c1\u3092\u4f9b\u7d66\u3057\u3001\u7d44\u307f\u7acb\u3066\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u5730\u57df\u306e\u751f\u614b\u7cfb\u3092\u88dc\u5b8c\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30e8\u30fc\u30ed\u30c3\u30d1: \u30e8\u30fc\u30ed\u30c3\u30d1\u306f\u81ea\u52d5\u8eca\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u6d3b\u7528\u3057\u3066\u304a\u308a\u3001\u30c9\u30a4\u30c4\u306eOEM\u306f\u6b21\u4e16\u4ee3ADAS\u30b9\u30bf\u30c3\u30af\u306bASIL-D\u8a8d\u5b9aLPDDR\u3092\u6307\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002EU Chips Act\u306e430\u5104\u30e6\u30fc\u30ed\uff08490\u5104\u7c73\u30c9\u30eb\uff09\u306f\u3001\u4e16\u754c\u751f\u7523\u80fd\u529b\u306e20%\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u76e3\u67fb\u6a5f\u95a2\u306f\u3055\u3089\u306a\u308b\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u306a\u3051\u308c\u307011.7%\u306b\u7559\u307e\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5730\u57df\u306f\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u7d44\u307f\u8fbc\u307fMRAM\u3084\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u5b9a\u30e1\u30e2\u30ea\u306a\u3069\u306e\u7279\u6b8a\u30ce\u30fc\u30c9\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u3001\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab: \u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u306f\u30c7\u30b8\u30bf\u30eb\u30b7\u30c6\u30a3\u30685G\u306e\u5c55\u958b\u3092\u8ffd\u6c42\u3057\u3066\u304a\u308a\u3001\u307b\u3068\u3093\u3069\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u8f38\u5165\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u56fd\u5bb6\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u95a2\u9023\u3059\u308b\u7d44\u307f\u7acb\u3066\u30e9\u30a4\u30f3\u3092\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u306f\u3001\u5730\u57df\u306e\u30c7\u30d0\u30a4\u30b9\u30e1\u30fc\u30ab\u30fc\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u6a21\u7d22\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u65b0\u8208\u30af\u30e9\u30b9\u30bf\u30fc\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316\u306b\u5f8c\u62bc\u3057\u3055\u308c\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u6f38\u9032\u7684\u306a\u91cf\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>Samsung Electronics\u3001SK Hynix\u3001Micron Technology\u306f\u30012024\u5e74\u306eDRAM\u4f9b\u7d66\u306b\u304a\u3044\u3066\u4f9d\u7136\u3068\u3057\u3066\u5927\u304d\u306a\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u9ad8\u3044\u96c6\u4e2d\u5ea6\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002Samsung\u306f\u3001AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u306b\u30c0\u30a4\u3042\u305f\u308a\u306e\u5bb9\u91cf\u30922\u500d\u306b\u3059\u308b12nm\u6280\u8853\u306e32GB DDR5\u90e8\u54c1\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002SK Hynix\u306f1c DDR5\u306e\u30b5\u30f3\u30d7\u30eb\u3092\u51fa\u8377\u3057\u3001\u521d\u671f\u306eHBM4\u30e2\u30b8\u30e5\u30fc\u30eb\u3092Nvidia\u306b\u51fa\u8377\u3059\u308b\u3053\u3068\u3067\u3001AI\u4e2d\u5fc3\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u5f37\u5316\u3057\u307e\u3057\u305f\u3002Micron\u306f61\u51046500\u4e07\u7c73\u30c9\u30eb\u306eCHIPS\u8cc7\u91d1\u3092\u78ba\u4fdd\u3057\u3001\u7c73\u56fd\u306e\u5de5\u5834\u5efa\u8a2d\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u65e9\u3081\u3001\u5730\u653f\u5b66\u7684\u306a\u30ea\u30b9\u30af\u3092\u5206\u6563\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6311\u6226\u8005\u3082\u53f0\u982d\u3057\u3066\u3044\u307e\u3059\u3002CXMT\u306f\u4e2d\u56fd\u3067DRAM\u306e\u751f\u7523\u3092\u62e1\u5927\u3057\u3001Everspin\u306f\u7523\u696d\u7528\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u305fMRAM\u30e9\u30a4\u30f3\u3092\u62e1\u5f35\u3057\u3066\u3044\u307e\u3059\u3002Marvell\u306eCXL\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306f\u3001\u30d7\u30fc\u30eb\u3055\u308c\u305f\u30e1\u30e2\u30ea\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3082\u91cd\u8981\u6027\u3092\u5897\u3057\u3066\u304a\u308a\u3001SK Hynix\u306fTSMC\u3068\u5148\u9032\u7684\u306aTSV\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u3067\u5354\u529b\u3057\u3001Intel\u3068SoftBank\u306fSaimemory\u3092\u8a2d\u7acb\u3057\u3066\u30012\u5e74\u4ee5\u5185\u306bAI\u30e1\u30e2\u30ea\u306e\u6d88\u8cbb\u96fb\u529b\u3092\u534a\u6e1b\u3055\u305b\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u8a31\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30ce\u30a6\u30cf\u30a6\u3001\u304a\u3088\u3073\u88fd\u9020\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u5358\u7d14\u306a\u30d3\u30c3\u30c8\u30b3\u30b9\u30c8\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u8d85\u3048\u305f\u7af6\u4e89\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e1\u30e2\u30eaIC\u696d\u754c\u306e\u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   Samsung Electronics Co., Ltd.<br \/>\n*   SK hynix Inc.<br \/>\n*   Micron Technology, Inc.<br \/>\n*   Kioxia Holdings Corporation<br \/>\n*   Western Digital Corporation<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e748\u6708: \u30de\u30f3\u30c1\u30a7\u30b9\u30bf\u30fc\u5927\u5b66\u306e\u79d1\u5b66\u8005\u305f\u3061\u306f\u3001\u77ed\u671f\u9593\u304a\u3088\u3073\u9577\u671f\u9593\u306e\u4fdd\u6301\u80fd\u529b\u3092\u793a\u3059\u30d7\u30ed\u30b0\u30e9\u30e0\u53ef\u80fd\u306a\u30ca\u30ce\u6d41\u4f53\u30e1\u30e2\u30ea\u30b9\u3092\u5b9f\u8a3c\u3057\u3001\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u3092\u88dc\u5b8c\u3059\u308b\u8d85\u4f4e\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u30cb\u30e5\u30fc\u30ed\u30e2\u30eb\u30d5\u30a3\u30c3\u30af\u7d4c\u8def\u3092\u958b\u62d3\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e747\u6708: Samsung\u306fHBM4\u306e\u91cf\u7523\u30922026\u5e74\u307e\u3067\u5ef6\u671f\u3057\u307e\u3057\u305f\u304c\u3001SK Hynix\u306f2025\u5e74\u306eHBM\u58f2\u4e0a\u3092\u500d\u5897\u3055\u305b\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u304a\u308a\u3001\u7570\u306a\u308b\u751f\u7523\u80fd\u529b\u6226\u7565\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u308a\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e746\u6708: SoftBank\u3068Intel\u306fSaimemory\u5408\u5f01\u4e8b\u696d\u3092\u7acb\u3061\u4e0a\u3052\u30012\u5e74\u4ee5\u5185\u306b\u73fe\u5728\u306eHBM\u3088\u308a\u308250%\u5c11\u306a\u3044\u96fb\u529b\u6d88\u8cbb\u3067\u7a4d\u5c64DRAM\u3092\u958b\u767a\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u71b1\u5236\u9650\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   2025\u5e743\u6708: SK Hynix\u306fNvidia\u306b12\u5c64HBM4\u30b5\u30f3\u30d7\u30eb\u3092\u51fa\u8377\u3057\u3001HBM3E\u3088\u308a\u3082\u5e2f\u57df\u5e45\u309260%\u5411\u4e0a\u3055\u305b\u3001\u30e1\u30e2\u30eaIC\u5e02\u5834\u306b\u304a\u3051\u308b\u5148\u884c\u8005\u5229\u76ca\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30e1\u30e2\u30ea\u96c6\u7a4d\u56de\u8def\uff08IC\uff09\u5e02\u5834\u306b\u95a2\u3059\u308b\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u30c7\u30d0\u30a4\u30b9\u3084\u30c7\u30b8\u30bf\u30eb\u6a5f\u5668\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u4fdd\u5b58\u306b\u7528\u3044\u3089\u308c\u308b\u63ee\u767a\u6027\u304a\u3088\u3073\u4e0d\u63ee\u767a\u6027\u30e1\u30e2\u30eaIC\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306eIC\u306f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u305d\u306e\u4ed6\u306e\u69d8\u3005\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u96fb\u5b50\u30c7\u30d0\u30a4\u30b9\u3067\u5e83\u304f\u5229\u7528\u3055\u308c\u3066\u304a\u308a\u3001\u73fe\u4ee3\u306e\u30c7\u30b8\u30bf\u30eb\u793e\u4f1a\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3059\u3002<\/p>\n<p>\u672c\u8abf\u67fb\u306e\u7bc4\u56f2\u306f\u5e83\u7bc4\u3067\u3042\u308a\u3001\u5e02\u5834\u3092\u591a\u89d2\u7684\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u5225\uff08DRAM\u3001\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\uff08NOR\u3001NAND\uff09\u3001MRAM\u3001ReRAM\u30013D 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Electronics Co., Ltd.\u3001SK hynix Inc.\u3001Micron Technology, Inc.\u3001Kioxia Holdings Corporation\u3001Western Digital Corporation\u3001Intel 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