{"id":2753,"date":"2025-02-28T16:49:31","date_gmt":"2025-02-28T08:49:31","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2753"},"modified":"2025-04-30T16:46:31","modified_gmt":"2025-04-30T08:46:31","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ja\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025\/","title":{"rendered":"\u6708\u520a\u534a\u5c0e\u4f53\u7523\u696d\u65b0\u805e2025\u5e742\u6708"},"content":{"rendered":"<p><span style=\"font-size: 14pt; color: #000000;\">1.<strong><b>TSMC\u306f\u4f9b\u7d66\u3092\u6253\u3061\u5207\u3063\u305f\u3001<\/b><\/strong><strong><b>16\u304a\u3088\u307314nm\u4ee5\u4e0b\u00a0 <\/b><\/strong><strong><b>\u30d7\u30ed\u30bb\u30b9\u306f\u53b3\u3057\u304f\u5236\u9650\u3055\u308c\u3066\u3044\u308b<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\u306f\u6700\u8fd1\u3001\u4e2d\u56fd\u672c\u571f\u306e\u96c6\u7a4d\u56de\u8def\uff08IC\uff09\u8a2d\u8a08\u4f1a\u793e\u3001\u7279\u306b16\/14nm\u30d7\u30ed\u30bb\u30b9\u88fd\u54c1\u306b\u5bfe\u3057\u3066\u4e00\u9023\u306e\u53b3\u3057\u3044\u4f9b\u7d66\u5236\u9650\u3092\u8ab2\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u3053\u306e\u6c7a\u5b9a\u306f\u3001\u7c73\u56fd\u5546\u52d9\u7701\u7523\u696d\u5b89\u5168\u4fdd\u969c\u5c40\uff08BIS\uff09\u304c\u767a\u8868\u3057\u305f\u6700\u65b0\u306e\u8f38\u51fa\u898f\u5236\u3068\u5bc6\u63a5\u306b\u95a2\u9023\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u65b0\u898f\u5236\u306b\u3088\u308b\u3068\u30012025\u5e741\u670831\u65e5\u4ee5\u964d\u3001\u30d7\u30ed\u30bb\u30b916\/14nm\u4ee5\u4e0b\u306e\u95a2\u9023\u88fd\u54c1\u304cBIS\u30db\u30ef\u30a4\u30c8\u30ea\u30b9\u30c8\u306e\u300c\u627f\u8a8d\u3055\u308c\u305fOSAT\u300d\u306e\u4e0b\u3067\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3055\u308c\u3066\u304a\u3089\u305a\u3001TSMC\u304c\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5de5\u5834\u306e\u7f72\u540d\u5165\u308a\u8a3c\u660e\u66f8\u3092\u53d7\u3051\u53d6\u3089\u306a\u3044\u5834\u5408\u3001\u3053\u308c\u3089\u306e\u88fd\u54c1\u306f\u51fa\u8377\u505c\u6b62\u3068\u306a\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\u306f\u3001\u3059\u3067\u306bBIS\u30db\u30ef\u30a4\u30c8\u30ea\u30b9\u30c8\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u30c1\u30c3\u30d7\u8a2d\u8a08\u8005\u306e\u305f\u3081\u306b\u88fd\u9020\u3059\u308b\u3002BIS\u30db\u30ef\u30a4\u30c8\u30ea\u30b9\u30c8\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u306a\u3044\u30c1\u30c3\u30d7\u8a2d\u8a08\u8005\uff08\u672c\u571f\u4f01\u696d\u304a\u3088\u3073\u5916\u56fd\u4f01\u696d\u3092\u542b\u3080\uff09\u306b\u3064\u3044\u3066\u306f\u3001\u7c73\u56fd\u5546\u52d9\u7701\u306b\u7533\u8acb\u66f8\u3092\u63d0\u51fa\u3059\u308b\u304b\u3001\u6700\u7d42\u30d1\u30c3\u30b1\u30fc\u30b8\u3092\u627f\u8a8dOSAT\u30ea\u30b9\u30c8\u306b\u8ee2\u9001\u3057\u3066\u5c01\u5370\u30c6\u30b9\u30c8\u3092\u53d7\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u5c01\u5370\u3055\u308c\u305fOSAT\u304c\u30db\u30ef\u30a4\u30c8\u30ea\u30b9\u30c8\u306b\u542b\u307e\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u3001TSMC\u306f\u51fa\u8377\u3092\u505c\u6b62\u3059\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6700\u65b0\u306eBIS\u30ea\u30b9\u30c8\u306b\u3088\u308b\u3068\u300133\u793e\u306eIC\u8a2d\u8a08\u4f1a\u793e\u304c\u627f\u8a8d\u3055\u308c\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u4f1a\u793e\u306f\u6b27\u7c73\u306e\u6709\u540d\u534a\u5c0e\u4f53\u4f01\u696d\u3067\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Jibang Consulting\u306e\u6700\u65b0\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001DeepSeek\u304cDeepSeek-V3\u3084DeepSeek-R1\u3068\u3044\u3063\u305f\u52b9\u7387\u7684\u306aAI\u30e2\u30c7\u30eb\u3092\u30ea\u30ea\u30fc\u30b9\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306fAI\u30a4\u30f3\u30d5\u30e9\u306e\u5408\u7406\u6027\u3092\u3088\u308a\u91cd\u8996\u3057\u3001Gpus\u306a\u3069\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3078\u306e\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u3066\u52b9\u7387\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u3044\u3046\u3002\u540c\u6642\u306b\u3001CSPS\u306f\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u305f\u3081\u306b\u72ec\u81ea\u306eASIC\u30a4\u30f3\u30d5\u30e9\u306e\u5229\u7528\u3092\u62e1\u5927\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u30022025\u5e74\u4ee5\u964d\u3001AI\u7523\u696d\u306b\u304a\u3051\u308bGPU\u30c1\u30c3\u30d7\u306e\u9700\u8981\u306f\u5909\u5316\u3057\u3001\u4e2d\u56fd\u306eAI\u5e02\u5834\u306f\u3001\u56fd\u969b\u60c5\u52e2\u306e\u5909\u5316\u306b\u9069\u5fdc\u3057\u3001\u56fd\u5185\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u3001AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u591a\u69d8\u5316\u3068\u5546\u696d\u5316\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u3001\u72ec\u7acb\u3057\u305fAI\u30c1\u30c3\u30d7\u306e\u958b\u767a\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6700\u9069\u5316\u306b\u6ce8\u529b\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2.<strong><b>\u30ed\u30a4\u30bf\u30fcOpenAI\u306f\u6700\u521d\u306e\u8a2d\u8a08\u3092\u5b8c\u4e86\u3059\u308b\u00a0<\/b><\/strong><strong><b>\u81ea\u793e\u958b\u767aAI\u30c1\u30c3\u30d7\u3001\u4eca\u5e74\u91cf\u7523\u3078\u00a0<\/b><\/strong><strong><b>\u6765\u5e74<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u60c5\u5831\u7b4b\u304c\u30ed\u30a4\u30bf\u30fc\u306b\u8a9e\u3063\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001ChatGPT\u958b\u767a\u4f01\u696d\u306f\u4eca\u5f8c\u6570\u30f6\u6708\u306e\u3046\u3061\u306b\u6700\u521d\u306e\u81ea\u793e\u88fd\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u3092\u78ba\u5b9a\u3057\u3001\u88fd\u9020\u306e\u305f\u3081\u306bTSMC\u306b\u9001\u308b\u4e88\u5b9a\u3060\u3068\u3044\u3046\u3002\u6700\u521d\u306e\u30c7\u30b6\u30a4\u30f3\u3092\u88fd\u9020\u306e\u305f\u3081\u306b\u30a6\u30a7\u30cf\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u306b\u9001\u308b\u30d7\u30ed\u30bb\u30b9\u306f\u3001\"\u30d5\u30ed\u30fc\u30b7\u30fc\u30c8 \"\u3068\u547c\u3070\u308c\u308b\u3002OpenAI\u3068TSMC\u306f\u30b3\u30e1\u30f3\u30c8\u3092\u62d2\u5426\u3057\u305f\u3002\u4eca\u56de\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u3001OpenAI\u304c2026\u5e74\u307e\u3067\u306bTSMC\u3067\u91cf\u7523\u3059\u308b\u3068\u3044\u3046\u76ee\u6a19\u306b\u5230\u9054\u3057\u305d\u3046\u3060\u3068\u3044\u3046\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u4e00\u822c\u7684\u306a\u30b9\u30c8\u30ea\u30fc\u30de\u306f\u6570\u5343\u4e07\u30c9\u30eb\u304b\u304b\u308a\u3001\u5b8c\u6210\u3057\u305f\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u306e\u306b\u7d046\u30ab\u6708\u304b\u304b\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u7c73\u56fd\u306eOpenAI\u306f\u3001\u81ea\u793e\u958b\u767a\u306eAI\u30c1\u30c3\u30d7\u3067\u6b21\u306e\u3088\u3046\u306a\u5354\u529b\u3092\u884c\u3063\u3066\u3044\u308b\uff1a<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u306e\u5354\u529b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u4e16\u754c\u6709\u6570\u306e\u534a\u5c0e\u4f53\u4f01\u696d\u3068\u3057\u3066\u3001\u30c1\u30c3\u30d7\u8a2d\u8a08\u306b\u8c4a\u5bcc\u306a\u7d4c\u9a13\u3092\u6709\u3057\u3066\u3044\u308b\u3002OpenAI\u306f\u6570\u30ab\u6708\u524d\u304b\u3089\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u5354\u529b\u3057\u3001\u63a8\u8ad6\u30c1\u30c3\u30d7\u306e\u958b\u767a\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u3002\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001OpenAI\u304c\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u3092\u88fd\u9020\u30cb\u30fc\u30ba\u306b\u9069\u5408\u3055\u305b\u308b\u306e\u3092\u652f\u63f4\u3057\u3001\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u8981\u7d20\u3092\u6700\u9069\u5316\u3057\u3066\u30c1\u30c3\u30d7\u3068\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u60c5\u5831\u8ee2\u9001\u3092\u9ad8\u901f\u5316\u3057\u307e\u3057\u305f\u3002<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">TSMC\u3068\u306e\u5354\u696d\uff1a\u4e16\u754c\u6700\u5927\u306e\u534a\u5c0e\u4f53\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3068\u3057\u3066\u3001TSMC\u306fOpenAI\u306e\u30c1\u30c3\u30d7\u88fd\u9020\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u3067\u3042\u308b\u3002OpenAI\u306e\u6700\u521d\u306e\u81ea\u793e\u958b\u767a\u30c1\u30c3\u30d7\u306f\u3001TSMC\u306eA16\u30d7\u30ed\u30bb\u30b9\u3067\u4e88\u7d04\u6ce8\u6587\u3055\u308c\u3001Sora\u30d3\u30c7\u30aa\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5c02\u7528\u306b\u4f5c\u3089\u308c\u305fAI\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3057\u305f\u3002\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3092\u901a\u3058\u3066TSMC\u3068\u88fd\u9020\u80fd\u529b\u3092\u78ba\u8a8d\u3057\u305fOpenAI\u306f\u30012026\u5e74\u306b\u6700\u521d\u306e\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u4e88\u5b9a\u3060\u304c\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u5909\u66f4\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">AMD\u3068\u306e\u63d0\u643a\uff1aOpenAI\u306f\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306eAzure\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u901a\u3058\u3066AMD\u306e\u30c1\u30c3\u30d7\u3092\u4f7f\u7528\u3057\u3001AMD\u306e\u65b0\u3057\u3044MI300X\u30c1\u30c3\u30d7\u3067\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a8\u8ad6\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u591a\u69d8\u5316\u3057\u3001Nvidia\u3078\u306e\u4f9d\u5b58\u5ea6\u3092\u3055\u3089\u306b\u4e0b\u3052\u308b\u8a08\u753b\u3060\u3002<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3. <strong><b>\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u306e\u6210\u9577\u920d\u5316\u30012025\u5e74\u306b\u306f20%\u306b AI\u3068\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u304c\u727d\u5f15\u5f79<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30ab\u30a6\u30f3\u30bf\u30fc\u30dd\u30a4\u30f3\u30c8\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u30012025\u5e74\u306e\u30c1\u30c3\u30d7\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u306e\u6210\u9577\u7387\u306f20\uff05\u306b\u9054\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u4e3b\u306bTSMC\u3068AI\u306e\u6ce2\u306b\u4e57\u3063\u305f\u4e2d\u5c0f\u306e\u7af6\u5408\u4f01\u696d\u304c\u727d\u5f15\u3059\u308b\u3002\u540c\u4e88\u6e2c\u3067\u306f\u3001\u6628\u5e74\u3088\u308a\u82e5\u5e72\u6210\u9577\u304c\u920d\u5316\u3057\u3066\u3044\u308b\u3002\u30c1\u30c3\u30d7\u696d\u754c\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u90e8\u9580\u306f2024\u5e74\u306b22\uff05\u6210\u9577\u3057\u3001\u4e3b\u306b2023\u5e74\u306e\u843d\u3061\u8fbc\u307f\u304b\u3089\u306e\u56de\u5fa9\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u30cf\u30a6\u30b9\u306f\u8ff0\u3079\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Counterpoint\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Adam Chang\u6c0f\u306f\u3001EBusiness\u306e\u59c9\u59b9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308bEE Times\u306b\u6b21\u306e\u3088\u3046\u306b\u8a9e\u3063\u305f\uff1a\u300c2025\u5e74\u306b\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5168\u4f53\u306e\u7a3c\u50cd\u7387\u306f\u7d0480%\u306b\u306a\u308a\u3001\u5148\u7aef\u30ce\u30fc\u30c9\u306e\u7a3c\u50cd\u7387\u304c\u6210\u719f\u30ce\u30fc\u30c9\u3088\u308a\u3082\u9ad8\u304f\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002\u4e2d\u56fd\u306e\u56fd\u7523\u5316\u52aa\u529b\u306b\u5f8c\u62bc\u3057\u3055\u308c\u3001\u56fd\u5185\u306e\u6210\u719f\u30ce\u30fc\u30c9\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304b\u3089\u306e\u9700\u8981\u306f\u3001\u4e2d\u56fd\u4ee5\u5916\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3088\u308a\u3082\u5f37\u3044\u3068\u4e88\u60f3\u3055\u308c\u308b\"<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30c1\u30e3\u30f3\u6c0f\u306f\u307e\u305f\u3001TSMC\u304c\u5f15\u304d\u7d9a\u304d\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u9700\u8981\u3084\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u4f01\u696d\u304b\u3089\u306eAI\u95a2\u9023\u306e\u6ce8\u6587\u6025\u5897\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u5148\u7aef\u30ce\u30fc\u30c9\uff085\/4nm\u304a\u3088\u30733nm\uff09\u306e\u696d\u754c\u7a3c\u50cd\u7387\u306f90%\u4ee5\u4e0a\u3092\u7dad\u6301\u3059\u308b\u898b\u8fbc\u307f\u3067\u3042\u308b\u3068\u6307\u6458\u3057\u305f\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u3068\u306f\u3001\u30a2\u30de\u30be\u30f3\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001\u30b0\u30fc\u30b0\u30eb\u306a\u3069\u3001\u5e45\u5e83\u3044\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3084\u30c7\u30fc\u30bf\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u3092\u6307\u3059\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30ab\u30a6\u30f3\u30bf\u30fc\u30dd\u30a4\u30f3\u30c8\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u30012025\u5e74\u4ee5\u964d\u3001\u92f3\u9020\u696d\u754c\u306f\u5b89\u5b9a\u3057\u305f\u6210\u9577\u3092\u7dad\u6301\u3057\u30012025\u5e74\u304b\u30892028\u5e74\u307e\u3067\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\u306f13%-15%\u306b\u920d\u5316\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u3053\u306e\u9577\u671f\u7684\u306a\u6210\u9577\u306f\u3001\u4e3b\u306b3nm\u30012nm\u4ee5\u4e0b\u306e\u5148\u7aef\u30ce\u30fc\u30c9\u6280\u8853\u306e\u958b\u767a\u3068\u3001CoWoS\u30843D\u96c6\u7a4d\u306a\u3069\u306e\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u306e\u63a1\u7528\u52a0\u901f\u306b\u3088\u308b\u3082\u306e\u3067\u3042\u308b\u3001\u3068\u540c\u30ec\u30dd\u30fc\u30c8\u306f\u8ff0\u3079\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u6280\u8853\u9032\u6b69\u306f\u3001\u4e3b\u306b\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u4eba\u5de5\u77e5\u80fd\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u9700\u8981\u62e1\u5927\u306b\u3088\u3063\u3066\u3001\u4eca\u5f8c3\uff5e5\u5e74\u306e\u696d\u754c\u6210\u9577\u306e\u4e3b\u306a\u539f\u52d5\u529b\u3068\u306a\u308b\u3060\u308d\u3046\u3002\u30ab\u30a6\u30f3\u30bf\u30fc\u30dd\u30a4\u30f3\u30c8\u306f\u3001TSMC\u304c\u305d\u306e\u6280\u8853\u7684\u306a\u5f37\u307f\u3092\u6d3b\u304b\u3057\u3066\u696d\u754c\u306e\u30c8\u30ec\u30f3\u30c9\u3092\u5f62\u6210\u3057\u3001\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3057\u7d9a\u3051\u308b\u3068\u307f\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\u306f\u4e16\u754c\u306e\u53d7\u8a17\u88fd\u9020\u5e02\u5834\u306e60\uff05\u4ee5\u4e0a\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u304c\u3053\u308c\u306b\u7d9a\u304f\u3002TSMC\u306f2025\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306b\u6628\u5e74\u306e$298\u5104\u30c9\u30eb\u304b\u3089$380\u5104\u30c9\u30eb\u304b\u3089$420\u5104\u30c9\u30eb\u3092\u6295\u3058\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u696d\u754c\u56e3\u4f53SEMI\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001\u30c1\u30c3\u30d7\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u304c\u534a\u5c0e\u4f53\u88c5\u7f6e\u8cfc\u5165\u306e\u4e2d\u5fc3\u3092\u5360\u3081\u7d9a\u3051\u308b\u3002\u540c\u56e3\u4f53\u306b\u3088\u308b\u3068\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u696d\u754c\u306f\u4eca\u5e74\u3001\u5e74\u738710.9%\u3067\u751f\u7523\u80fd\u529b\u3092\u5897\u5f37\u3057\u30012024\u5e74\u306e\u6708\u75231130\u4e07\u679a\u304b\u30892025\u5e74\u306b\u306f\u904e\u53bb\u6700\u9ad8\u306e1260\u4e07\u679a\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">4. <strong><b>\u30b9\u30df\u30c3\u30af\u306e2024\u5e74\u306e\u58f2\u4e0a\u9ad8\u306f30%\u8fd1\u304f\u5897\u52a0\u3057\u3001\u521d\u3081\u3066$80\u5104\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u305f\u3002<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30b9\u30df\u30c3\u30af\u306f2\u670811\u65e5\u306e\u5e02\u5834\u7d42\u4e86\u5f8c\u30012024\u5e74\u7b2c4\u56db\u534a\u671f\u306e\u672a\u76e3\u67fb\u6c7a\u7b97\u3092\u767a\u8868\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u767a\u8868\u306b\u3088\u308b\u3068\u3001SMIC\u306e2024\u5e74\u7b2c4\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f\u7d04159\u51041700\u4e07\u5143\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd431\uff05\u5897\u3001\u524d\u56db\u534a\u671f\u6bd41.7\uff05\u5897\u3068\u306a\u3063\u305f\u3002\u901a\u5e74\u3067\u306f\u3001SMIC\u306e2024\u5e74\u306e\u58f2\u4e0a\u9ad8\u306f577\u51049600\u4e07\u5143\uff08$80\u51043000\u4e07\u5186\uff09\u3067\u30012023\u5e74\u6bd4\u306727.7\uff05\u5897\u52a0\u3057\u3001SMIC\u306e\u5e74\u9593\u58f2\u4e0a\u9ad8\u304c\u521d\u3081\u3066$80\u5104\u5186\u3092\u8d85\u3048\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024 \u5e74\u306e SMIC \u306e\u5e73\u5747\u7a3c\u50cd\u7387\u306f 85.6%\u3067\u3042\u3063\u305f\u3002\u3057\u304b\u3057\u3001SMIC \u306e\u5171\u540c CEO \u3067\u3042\u308b Zhao Haijun \u6c0f\u304c\u4e88\u671f\u3057\u3066\u3044\u305f\u901a\u308a\u30012024 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306b\u65b0\u305f\u306a\u751f\u7523\u80fd\u529b\u304c\u8ffd\u52a0\u3055\u308c\u3001\u305d\u308c\u306b\u5bfe\u5fdc\u3059\u308b\u751f\u7523\u80fd\u529b\u3092\u691c\u8a3c\u3059\u308b\u305f\u3081\u306b\u6642\u9593\u3092\u8981\u3057\u305f\u305f\u3081\u3001\u5f53\u56db\u534a\u671f\u306e\u751f\u7523\u80fd\u529b\u7a3c\u50cd\u7387\u3068\u51fa\u8377\u91cf\u306f\u5f71\u97ff\u3092\u53d7\u3051\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u767a\u8868\u306b\u3088\u308b\u3068\u30012024\u5e74\u7b2c3\u56db\u534a\u671f\u672b\u304b\u3089\u306e\u6708\u7523\u80fd\u529b\u306f884,200\u679a\uff08\u6a19\u6e96\u30ed\u30b8\u30c3\u30af8\u30a4\u30f3\u30c1\u76f8\u5f53\uff09\u3067\u3001\u3055\u3089\u306b2024\u5e74\u7b2c4\u56db\u534a\u671f\u672b\u306b\u306f947,600\u679a\u306b\u5897\u52a0\u3059\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u7a3c\u50cd\u7387\u306f\u7b2c3\u56db\u534a\u671f\u306e90.4%\u304b\u3089\u7b2c4\u56db\u534a\u671f\u306f85.5%\u306b\u4f4e\u4e0b\u3001\u7b2c4\u56db\u534a\u671f\u306e8\u30a4\u30f3\u30c1\u6a19\u6e96\u30ed\u30b8\u30c3\u30af\u306b\u76f8\u5f53\u3059\u308b\u30a6\u30a7\u30fc\u30cf\u8ca9\u58f2\u679a\u6570\u306f199\u4e07\u679a\u3067\u3001\u524d\u56db\u534a\u671f\u304b\u3089\u7d046.1%\u6e1b\u5c11\u3057\u305f<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u65b0\u5de5\u5834\u958b\u8a2d\u306e\u7d50\u679c\u3001SMIC \u306e 2024 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306e\u8cc7\u672c\u652f\u51fa\u306f\u3001\u7b2c 3 \u56db\u534a\u671f\u304b\u3089\u7d04 $4.8 \u5104 US \u30c9\u30eb\u5897\u52a0\u3057\u300116.6 \u5104 US \u30c9\u30eb\u3068\u306a\u3063\u305f\u30022024 \u5e74\u901a\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f\u7d04 $73 \u5104 3,000 \u4e07\u7c73\u30c9\u30eb\u3067\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u5bfe\u5fdc\u3059\u308b\u8cc7\u672c\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u304a\u3088\u3073\u511f\u5374\u8cbb\u3082\u5897\u52a0\u3057\u30012024\u5e74\u7b2c4\u56db\u534a\u671f\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u304a\u3088\u3073\u511f\u5374\u8cbb\u306f\u524d\u56db\u534a\u671f\u6bd42.2\uff05\u5897\u306e$849\u767e\u4e07\u7c73\u30c9\u30eb\u3068\u306a\u3063\u305f\u30022024\u5e74\u901a\u5e74\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u306f\u524d\u5e74\u6bd421.3\uff05\u5897\u3068\u306a\u3063\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u53ce\u76ca\u9762\u3067\u306f\u3001\u5730\u57df\u5225\u306b\u307f\u308b\u3068\u3001SMIC\u306b\u3068\u3063\u3066\u306e\u4e2d\u56fd\u5e02\u5834\u306e\u91cd\u8981\u6027\u304c\u3055\u3089\u306b\u9ad8\u307e\u3063\u3066\u3044\u308b\u30022024 \u5e74\u7b2c 4 \u56db\u534a\u671f\u306b\u304a\u3051\u308b\u4e2d\u56fd\u306e\u58f2\u4e0a\u9ad8\u30b7\u30a7\u30a2\u306f\u3001\u7b2c 3 \u56db\u534a\u671f\u306e 86.4% \u304b\u3089 89.1% \u306b\u3055\u3089\u306b\u5897\u52a0\u3057\u305f\u3002\u4e00\u65b9\u3001\u7c73\u56fd\u3068\u30e6\u30fc\u30e9\u30b7\u30a2\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u4f4e\u4e0b\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">22\/28nm, 40nm \u30d7\u30ed\u30bb\u30b9\u306f\u3042\u307e\u308a\u5f71\u97ff\u3092\u53d7\u3051\u306a\u3044\u304c\u300155nm \u4ee5\u4e0a\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u6bd4\u8f03\u7684\u5927\u304d\u306a\u5f71\u97ff\u3092\u53d7\u3051\u308b\u3002\u30d7\u30ed\u30bb\u30b9\u6210\u719f\u5ea6\u3001\u751f\u7523\u80fd\u529b\u4f9b\u7d66\u306e\u5b89\u5b9a\u6027\u306a\u3069\u30c1\u30c3\u30d7\u8a2d\u8a08\u696d\u754c\u306e\u8981\u6c42\u306b\u3088\u308a\u3001\u5927\u898f\u6a21\u30d5\u30a1\u30d6\u306f\u53d7\u6ce8\u7372\u5f97\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u512a\u4f4d\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u540c\u5206\u6790\u3067\u306f\u3001AI\u304c2025\u5e74\u306e\u30a6\u30a7\u30fc\u30cf\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u9700\u8981\u306e\u91cd\u8981\u306a\u727d\u5f15\u8981\u56e0\u306b\u306a\u308b\u3068\u898b\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">5. <b><\/b><strong><b>\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u304c\u30b9\u30af\u30ea\u30fc\u30f3\u306b\u767b\u5834\u3001\u4e2d\u56fd\u306e\u5927\u578b\u30e2\u30c7\u30eb\u304c\u6d77\u5916\u306eAI\u30ec\u30a4\u30af\u3092\u304b\u304d\u56de\u3059<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u516c\u958b\u60c5\u5831\u306b\u3088\u308b\u3068\u3001\u4e2d\u56fd\u306eAI\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u3067\u3042\u308bDeepSeek\u306f2023\u5e745\u6708\u306b\u8a2d\u7acb\u3055\u308c\u305f\u5927\u578b\u30e2\u30c7\u30eb\u306e\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u3067\u3042\u308b\u3002\u5275\u696d\u304b\u3089\u308f\u305a\u304b\u534a\u5e74\u5f8c\u3001DeepSeek\u306f\u7121\u6599\u5546\u7528\u3001\u5b8c\u5168\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u306e\u5927\u578b\u30e2\u30c7\u30eb\u30b3\u30fc\u30c9\u300cDeepSeek Coder\u300d\u3092\u767a\u8868\u3057\u305f\u30022024\u5e745\u6708\u306b\u306f\u3001\u63a8\u8ad6\u30b3\u30b9\u30c8\u3092\u7d04100\u500d\u306b\u524a\u6e1b\u3057\u305f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\u300cDeepSeek V2\u300d\u3092\u30ea\u30ea\u30fc\u30b9\u3057\u3001\u305d\u306e\u540d\u3092\u99b3\u305b\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\u5e7412\u670827\u65e5\u3001\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u306f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\u300cDeepSeek V3\u300d\u3092\u767a\u8868\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u5f53\u6642\u3001DeepSeek-V3\u306f\u6d77\u5916\u5927\u578b\u30e2\u30c7\u30eb\u30e9\u30f3\u30ad\u30f3\u30b0\u30a2\u30ea\u30fc\u30ca\u3067\u5168\u30e2\u30c7\u30eb\u4e2d7\u4f4d\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\u4e2d1\u4f4d\u3092\u7372\u5f97\u3002\u3055\u3089\u306b\u3001DeepSeek-V3\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u30c8\u30c3\u30d710\u306e\u4e2d\u3067\u6700\u3082\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u9ad8\u3044\u30e2\u30c7\u30eb\u3067\u3042\u3063\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\u5e741\u670820\u65e5\u3001DeepSeek\u306f\u63a8\u8ad6\u30e2\u30c7\u30ebR1\u3092\u6b63\u5f0f\u306b\u30bd\u30fc\u30b9\u516c\u958b\u3057\u305f\u3002\u6027\u80fd\u306fOpenAI-o1\u306b\u5339\u6575\u3057\u3001DeepSeek-R1\u306e\u6b63\u5f0f\u7248\u3067\u306f\u3001\u5b66\u7fd2\u5f8c\u306e\u6bb5\u968e\u3067\u5927\u898f\u6a21\u306a\u5f37\u5316\u5b66\u7fd2\u6280\u8853\u3092\u4f7f\u7528\u3057\u3066\u304a\u308a\u3001\u30e9\u30d9\u30eb\u4ed8\u3051\u3055\u308c\u305f\u30c7\u30fc\u30bf\u304c\u975e\u5e38\u306b\u5c11\u306a\u3044\u5834\u5408\u306b\u30e2\u30c7\u30eb\u306e\u63a8\u8ad6\u80fd\u529b\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3066\u3044\u308b\u3002\u6570\u5b66\u3001\u30b3\u30fc\u30c9\u3001\u81ea\u7136\u8a00\u8a9e\u63a8\u8ad6\u306a\u3069\u306e\u30bf\u30b9\u30af\u3067\u306f\u3001OpenAI o1\u3068\u540c\u7b49\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3059\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u306eR1\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u63a8\u8ad6\u30e2\u30c7\u30ea\u30f3\u30b0\u7814\u7a76\u306e\u91cd\u8981\u306a\u8ee2\u63db\u70b9\u306b\u306a\u308b\u3068\u5e83\u304f\u4fe1\u3058\u3089\u308c\u3066\u3044\u308b\u3002\u3053\u308c\u307e\u3067\u3001\u63a8\u8ad6\u30e2\u30c7\u30ea\u30f3\u30b0\u7814\u7a76\u306f\u7523\u696d\u7814\u7a76\u306e\u91cd\u8981\u306a\u5206\u91ce\u3067\u3042\u3063\u305f\u304c\u3001\u6c7a\u5b9a\u7684\u306a\u8ad6\u6587\u304c\u306a\u304b\u3063\u305f\u3002\u30a2\u30eb\u30d5\u30a1\u7881\u304c\u5f37\u5316\u5b66\u7fd2\u3092\u4f7f\u3063\u3066\u7121\u6570\u306e\u56f2\u7881\u306e\u5bfe\u5c40\u3092\u884c\u3044\u3001\u52dd\u3064\u305f\u3081\u306e\u6226\u7565\u3092\u6700\u9069\u5316\u3057\u305f\u3088\u3046\u306b\u3001\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u3082\u540c\u3058\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u80fd\u529b\u3092\u9ad8\u3081\u3066\u3044\u308b\u305f\u3081\u30012025\u5e74\u306f\u5f37\u5316\u5b66\u7fd2\u5143\u5e74\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">1\u670824\u65e5\u3001DeepSeek R1\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306f\u3001Arena\u306e\u5927\u578b\u30e2\u30c7\u30eb\u306e\u7dcf\u5408\u90e8\u9580\u30673\u4f4d\u306b\u6d6e\u4e0a\u3057\u3001StyleCtrl\u90e8\u9580\u3067OpenAI o1\u3068\u540c\u73871\u4f4d\u3068\u306a\u3063\u305f\u3002Arena\u306e\u30b9\u30b3\u30a2\u306f1357\u70b9\u306b\u9054\u3057\u3001OpenAI o1\u306e1352\u70b9\u3092\u308f\u305a\u304b\u306b\u4e0a\u56de\u3063\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DeepSeek-V3\u306f\u3001\u308f\u305a\u304b2,048\u57fa\u306eH800Gpus\u3092\u4f7f\u7528\u3057\u30666,710\u5104\u30d1\u30e9\u30e1\u30fc\u30bf\u30e2\u30c7\u30eb\u306e\u5b66\u7fd2\u3092\u5b8c\u4e86\u3057\u3001\u305d\u306e\u30b3\u30b9\u30c8\u306f\u308f\u305a\u304b$575\u4e076,000\u30c9\u30eb\u3067\u3001\u4ed6\u306e\u30c8\u30c3\u30d7\u30e2\u30c7\u30eb\u306e\u5b66\u7fd2\u30b3\u30b9\u30c8\u3092\u306f\u308b\u304b\u306b\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u53c2\u8003\u307e\u3067\u306b\u3001\u30b9\u30bf\u30f3\u30d5\u30a9\u30fc\u30c9\u5927\u5b66\u3068\u30a8\u30dd\u30c3\u30afAI\u306e\u7814\u7a76\u8005\u306f\u6628\u5e74\u534a\u3070\u306b\u3001\u6700\u5927\u898f\u6a21\u306e\u30e2\u30c7\u30eb\u306f2027\u5e74\u307e\u3067\u306b\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b$10\u5104\u5186\u4ee5\u4e0a\u304b\u304b\u308b\u3068\u3044\u3046\u7814\u7a76\u7d50\u679c\u3092\u767a\u8868\u3057\u3066\u3044\u308b\u3002\u307e\u305f\u3001\u7b2c\u4e09\u8005\u8abf\u67fb\u4f1a\u793e\u306e\u30ac\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u30b0\u30fc\u30b0\u30eb\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001AWS\u306e\u3088\u3046\u306a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u4f01\u696d\u306f\u30012028\u5e74\u307e\u3067\u306bAI\u30b5\u30fc\u30d0\u30fc\u3060\u3051\u306b$5,000\u5104\u5186\u3082\u8cbb\u3084\u3059\u3060\u308d\u3046\u3068\u4e88\u6e2c\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u305d\u306e\u305f\u3081\u3001DeepSeek\u306e\u4f4e\u30b3\u30b9\u30c8\u5316\u306f\u3001\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u3078\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u6295\u8cc7\u306e\u9700\u8981\u304c\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u6a2a\u4e26\u3073\u306e\u63a8\u8ad6\u304b\u3089\u50be\u304f\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3001\u3064\u307e\u308a\u3001\u63a8\u8ad6\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u3078\u306e\u9700\u8981\u304c\u4eca\u5f8c\u306e\u4e3b\u306a\u539f\u52d5\u529b\u306b\u306a\u308b\u3068\u591a\u304f\u306e\u4f01\u696d\u304c\u8003\u3048\u3066\u3044\u308b\u3002Nvidia\u306e\u3088\u3046\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30d9\u30f3\u30c0\u30fc\u306e\u4f1d\u7d71\u7684\u306a\u5229\u70b9\u306f\u3001\u3088\u308a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u5074\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u5f7c\u3089\u306e\u5e02\u5834\u3067\u306e\u5730\u4f4d\u3068\u6226\u7565\u7684\u30ec\u30a4\u30a2\u30a6\u30c8\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span 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