{"id":2773,"date":"2025-03-31T14:01:33","date_gmt":"2025-03-31T06:01:33","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2773"},"modified":"2025-04-30T16:45:33","modified_gmt":"2025-04-30T08:45:33","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-mar-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ja\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-mar-2025\/","title":{"rendered":"\u6708\u520a\u534a\u5c0e\u4f53\u7523\u696d\u65b0\u805e2025\u5e743\u6708"},"content":{"rendered":"<p><span style=\"color: #000000;\"><strong>1.\u76f4\u7dda\u8ffd\u3044\u629c\u304d\u4ee3\u8868\uff1a\u56fd\u7523\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\u5927\u8e8d\u9032<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30a4\u30f3\u30c9\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5831\u9053\u306b\u3088\u308b\u3068\u4e2d\u56fd\u306e\u5927\u624bNAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u4f1a\u793eY\u793e\u3068\u30c1\u30c3\u30d7\u30e1\u30e2\u30ea\u30fc\u5927\u624b\u306e\u97d3\u56fd\u30b5\u30e0\u30b9\u30f3\u304c\u5354\u529b\u306b\u9054\u3057\u3001\u30b5\u30e0\u30b9\u30f3\u306fV10\u304b\u3089\u3001\u4e2d\u56fd\u306eY\u793e\u306e\u7279\u8a31\u6280\u8853\u3001\u4e3b\u306b\u65b0\u3057\u3044\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u300c\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u300d\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30b5\u30e0\u30b9\u30f3\u306f\u3001\u6f5c\u5728\u7684\u306a\u7279\u8a31\u30ea\u30b9\u30af\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u3001Y\u793e\u3068\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u7279\u8a31\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u306e\u7de0\u7d50\u3092\u9078\u629e\u3057\u305f\uff01<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u304c\u53f0\u982d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u88c5\u7f6e\u306f\u3001\u30a6\u30a7\u30fc\u30cf\u30fb\u30c4\u30fc\u30fb\u30a6\u30a7\u30fc\u30cf\uff08\u901a\u79f0W2W\uff09\u3068\u30c0\u30a4\u30fb\u30c4\u30fc\u30fb\u30a6\u30a7\u30fc\u30cf\uff08\u901a\u79f0D2W\uff09\u306e\u30d7\u30ed\u30bb\u30b9\u80fd\u529b\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3067\u3001\u672c\u7a3f\u3067\u7d39\u4ecb\u3059\u308bY\u793e\u304c\u5fc5\u8981\u3068\u3059\u308b\u91cd\u8981\u306a\u4e2d\u6838\u88c5\u7f6e\u3067\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u73fe\u5728\u3001EVG\u3001\u6771\u4eac\u7cbe\u5bc6\u3001\u30b7\u30d7\u30e9\u3001ASMI\u3001Besi\u3001K&amp;S\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u88c5\u7f6e\u3092\u63d0\u4f9b\u3067\u304d\u308b\u4f01\u696d\u306f\u56fd\u5185\u5916\u306b\u591a\u6570\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u56fd\u5185\u30e1\u30fc\u30ab\u30fc\u306b\u306f\u3001\u4fe1\u6e90\u5fae\u578b\u3001\u8607\u5dde\u4fe1\u745e\u3001\u62d3\u666f\u3001\u4fe1\u532f\u9023\u65b0\uff08\u767d\u8000\u5316\u5b66\u306e\u5b50\u4f1a\u793e\uff09\u3001\u76db\u7f8e\u3001\u6e05\u6cb3\u6676\u6e90\u306a\u3069\u304c\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30b5\u30e0\u30b9\u30f3\u3068Y\u793e\u306e\u5354\u529b\u95a2\u4fc2\u3092\u3069\u3046\u898b\u3066\u3044\u307e\u3059\u304b\uff1f<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u307e\u305a\u7b2c\u4e00\u306b\u3001\u3053\u306e\u5354\u529b\u306f\u534a\u5c0e\u4f53\u6280\u8853\u30eb\u30fc\u30c8\u306b\u304a\u3051\u308b\u4e2d\u56fd\u306e\u5927\u6210\u529f\u3068\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff01<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u5f93\u6765\u3001\u30b5\u30e0\u30b9\u30f3\u306f\u5236\u5fa1\u56de\u8def\u30921\u679a\u306e\u30a6\u30a7\u30fc\u30cf\u4e0a\u306b\u914d\u7f6e\u3057\u3001\u305d\u306e\u4e0a\u306b\u30b9\u30c8\u30ec\u30fc\u30b8\u30b3\u30a2\u30e6\u30cb\u30c3\u30c8\u3092\u7a4d\u5c64\u3059\u308bCOP\uff08Cell on Peripheral\uff09\u3068\u547c\u3070\u308c\u308b\u65b9\u5f0f\u304c\u4e00\u822c\u7684\u3060\u3063\u305f\u304c\u3001NAND\u306e\u7a4d\u5c64\u6570\u304c400\u5c64\u3092\u8d85\u3048\u308b\u3068\u3001\u4e0b\u90e8\u306e\u5236\u5fa1\u56de\u8def\u306b\u5927\u304d\u306a\u5727\u529b\u304c\u304b\u304b\u308a\u3001NAND\u306e\u4fe1\u983c\u6027\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u305d\u3053\u3067\u30b5\u30e0\u30b9\u30f3\u306f\u3001V10\u3067\u306f\u30e1\u30e2\u30ea\u30fc\u30e6\u30cb\u30c3\u30c8\u3068\u5236\u5fa1\u56de\u8def\u3092\u5225\u3005\u306e\u30a6\u30a7\u30cf\u30fc\u3067\u88fd\u9020\u3057\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u63a5\u5408\u3067\u5408\u4f53\u3055\u305b\u308b\u6280\u8853\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u306b\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30b5\u30e0\u30b9\u30f3\u304c\u8abf\u67fb\u3057\u305f\u7d50\u679c\u3001Y\u793e\u306fNAND\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u30eb\u30fc\u30c8\u3067\u76f8\u5f53\u6570\u306e\u7279\u8a31\u3092\u78ba\u7acb\u3057\u3001\u5f37\u56fa\u306a\u7279\u8a31\u306e\u58c1\u3092\u5f62\u6210\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u5206\u304b\u3063\u305f\u3002\u4eca\u306e\u3068\u3053\u308d\u3001\u30b5\u30e0\u30b9\u30f3\u304cY\u793e\u306e\u7279\u8a31\u306e\u58c1\u3092\u8fc2\u56de\u3057\u3066\u65b0\u3057\u3044\u30d3\u30b8\u30cd\u30b9\u3092\u59cb\u3081\u308b\u3053\u3068\u306f\u307b\u3068\u3093\u3069\u4e0d\u53ef\u80fd\u3067\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u305d\u3053\u3067\u3001\u30b5\u30e0\u30b9\u30f3\u306fY\u793e\u3068\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u63a5\u5408\u7279\u8a31\u306e\u4f7f\u7528\u8a31\u8afe\u5951\u7d04\u3092\u7de0\u7d50\u3059\u308b\u3053\u3068\u3092\u9078\u629e\u3057\u3001Y\u793e\u304b\u3089\u6280\u8853\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u3057\u305f\u304c\u3063\u3066\u3001\u4e2d\u56fd\u306e\u6280\u8853\u8def\u7dda\u306e\u5927\u304d\u306a\u6210\u529f\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff01<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2.\u4e2d\u56fd\u3068\u7c73\u56fd\u306eAI\u30c1\u30c3\u30d7\u7af6\u4e89\u304c\u6fc0\u5316<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">1) \u30c1\u30c3\u30d7\u5206\u91ce\uff1a\u7c73\u56fd\u304c\u512a\u52e2\u3001\u4e2d\u56fd\u304c\u8e8d\u9032<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30a2\u30e1\u30ea\u30ab\u306e\u512a\u4f4d\u6027Nvidia\u306eGPU\u306f\u4e16\u754c\u306eAI\u30c1\u30c3\u30d7\u5e02\u5834\u3092\u72ec\u5360\u3057\u3066\u304a\u308a\u3001H100\u3084A100\u306a\u3069\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u88fd\u54c1\u306f\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u4e2d\u6838\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\uff08\u30ab\u30fc\u30c91\u679a\u3067$15,000\uff5e$40,000\uff09\u3001\u4f9b\u7d66\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3084\u30e1\u30bf\u793e\u306a\u3069\u306f\u4ee3\u66ff\u88fd\u54c1\u3092\u6c42\u3081\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u306e\u8ffd\u3044\u4e0a\u3052\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\uff08Ascend 910B\uff09\u3001\u30ab\u30f3\u30d6\u30ea\u30a2\u30f3\u3001\u6d77\u5149\u306a\u3069\u306e\u56fd\u5185\u30c1\u30c3\u30d7\u4f01\u696d\u306f\u7814\u7a76\u958b\u767a\u3092\u52a0\u901f\u3055\u305b\u3066\u304a\u308a\u3001\u4e00\u90e8\u306e\u88fd\u54c1\u306e\u6027\u80fd\u306f\u56fd\u969b\u7684\u306a\u4e3b\u6d41\u30ec\u30d9\u30eb\u306b\u8fd1\u3065\u3044\u3066\u3044\u308b\u3002\u30a2\u30ea\u30d0\u30d0\u306e\u5c4f\u6771\u30d6\u30e9\u30b6\u30fc\u304c\u767a\u8868\u3057\u305fAI\u63a8\u8ad6\u30c1\u30c3\u30d7\u3082\u3001\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5206\u91ce\u3067\u9032\u6b69\u3092\u9042\u3052\u3066\u3044\u308b\u3002\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001DeepSeek\u304c\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3092\u6700\u9069\u5316\u3057\u30012,000\u500b\u306e\u30ed\u30fc\u30a8\u30f3\u30c9\u30c1\u30c3\u30d7\u306e\u307f\u3092\u4f7f\u7528\u3057\u3066\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u5b8c\u4e86\u3057\u305f\u3053\u3068\u3067\u3001\u305d\u306e\u30b3\u30b9\u30c8\u306fNvidia\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u308f\u305a\u304b1\/10\u3067\u3042\u308a\u3001\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u9769\u65b0\u306b\u304a\u3051\u308b\u4e2d\u56fd\u306e\u6f5c\u5728\u529b\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2) \u30d3\u30c3\u30b0\u30e2\u30c7\u30eb\u7af6\u4e89\uff1a\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u5bfe\u30a8\u30b3\u30ed\u30b8\u30fc<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30a2\u30e1\u30ea\u30ab\u9663\u55b6\uff1aOpenAI\u3001Anthropic\u3001xAI\u306a\u3069\u306e\u4f01\u696d\u304c\u8cc7\u91d1\u8abf\u9054\u3068\u751f\u7523\u62e1\u5927\u3092\u7d9a\u3051\u3066\u3044\u308b\u3002OpenAI\u306f\u65b0\u305f\u306a\u30e9\u30a6\u30f3\u30c9\u30671TP440\u5104\u5186\u306e\u8cc7\u91d1\u8abf\u9054\u3092\u8a08\u753b\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u8a55\u4fa1\u984d\u306f1TP430\u5104\u5186\u306b\u9054\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002Anthropic\u306fGoogle\u3001Amazon\u306a\u3069\u304b\u3089\u306e\u8cc7\u91d1\u8abf\u9054\u30671TP4105\u5104\u5186\u3068\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u306e\u8e8d\u9032\uff1aDeepSeek\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\u304c\u4e16\u754c\u7684\u306a\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u6570\u3068\u6280\u8853\u7684\u6307\u6a19\u3067ChatGPT\u3092\u8ffd\u3044\u629c\u304d\u3001\u300c\u4e2d\u56fd\u7248\u30b9\u30d7\u30fc\u30c8\u30cb\u30af\u306e\u77ac\u9593\u300d\u3068\u3044\u3046\u8a71\u984c\u306b\u706b\u304c\u3064\u3044\u305f\u3002 \u56fd\u5185\u306e\u4e00\u6d41\u30e2\u30c7\u30eb\uff08Tongyi Qianwen\u3001Doubao\u3001Kimi\u306a\u3069\uff09\u306e\u80fd\u529b\u306fChatGPT-4\u306b\u8fd1\u3065\u3044\u3066\u304a\u308a\u3001\u4e00\u90e8\u306e\u4e2d\u56fd\u30b7\u30ca\u30ea\u30aa\u306f\u3088\u308a\u512a\u308c\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3\uff09\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5c64\u3068\u30a8\u30b3\u30ed\u30b8\u30fc\uff1a\u666e\u53ca\u7387\u306f\u4e2d\u56fd\u304c\u30ea\u30fc\u30c9<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u306e\u7279\u5fb4\uff1awechat\u3001Tiktok\u306a\u3069\u306e\u30b9\u30fc\u30d1\u30fc\u30a2\u30d7\u30ea\u306fAI\u6a5f\u80fd\u3092\u7d71\u5408\u3057\u3001\u5168\u4eba\u985e\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4fc3\u9032\u3059\u308b\u3002\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u304cwechat\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u5f8c\u3001\u77ac\u304f\u9593\u306b\u6570\u5104\u4eba\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u30ab\u30d0\u30fc\u3057\u3001\u300c\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b7\u30ca\u30ea\u30aa\u4e3b\u5c0e\u306e\u6280\u8853\u53cd\u5fa9\u300d\u306e\u9589\u3058\u305f\u30eb\u30fc\u30d7\u3092\u5f62\u6210\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u79c1\u305f\u3061\u306e\u30ec\u30a4\u30a2\u30a6\u30c8\uff1aOpenAI\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306a\u3069\u304c\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3084\u4f01\u696d\u30ec\u30d9\u30eb\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5f37\u5316\u3059\u308b\u4e00\u65b9\u3001\uff08HuggingFace\u306e\u3088\u3046\u306a\uff09\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u3092\u901a\u3058\u3066\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a8\u30b3\u30ed\u30b8\u30fc\u3092\u7d71\u5408\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">4) \u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30d5\u30ed\u30fc\uff1a\u30ea\u30b9\u30af\u3068\u6a5f\u4f1a\u306e\u5171\u5b58<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u7c73\u56fd\u306e\u8cc7\u91d1\u8abf\u9054\u306e\u6ce2\uff1a2024\u5e74\u3001\u7c73\u56fd\u306eAI\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306f$970\u5104\u30c9\u30eb\u306e\u6295\u8cc7\u3092\u53d7\u3051\u3001\u4e16\u754c\u306e\u534a\u5206\u3092\u5360\u3081\u308b\u30022025\u5e74\u306b\u306f\u3055\u3089\u306b\u904e\u71b1\u3057\u3001\u30c1\u30c3\u30d7\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306ePositron\u3068EnCharge AI\u304c\u6570\u5104\u30c9\u30eb\u306e\u878d\u8cc7\u3092\u53d7\u3051\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u306e\u8cc7\u672c\u30d5\u30a9\u30fc\u30ab\u30b9\uff1a\u653f\u7b56\u652f\u63f4\u306b\u3088\u308a\u3001\u5730\u65b9\u653f\u5e9c\uff08\u4e0a\u6d77\u306e600\u5104AI\u30d5\u30a1\u30f3\u30c9\u306a\u3069\uff09\u3084\u4f01\u696d\uff08\u30a2\u30ea\u30d0\u30d0\u306e3800\u5104\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30d1\u30ef\u30fc\u6295\u8cc7\u306a\u3069\uff09\u306f\u6295\u8cc7\u3092\u5897\u3084\u3057\u3001\u540c\u6642\u306b\u56fd\u969b\u8cc7\u672c\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u308b\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306f\u3001\u4e2d\u56fd\u306b\u304a\u3051\u308bAI\u306e\u5c0e\u5165\u306f\u4eca\u5f8c10\u5e74\u9593\u3067\u4f01\u696d\u53ce\u76ca\u30922.5%\u62bc\u3057\u4e0a\u3052\u3001$P2,000\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u8cc7\u672c\u6d41\u5165\u3092\u4fc3\u9032\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">5\uff09\u8ab2\u984c\u3068\u4eca\u5f8c\u306e\u52d5\u5411<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6280\u8853\u7684\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff1a\u30cf\u30a4\u30a8\u30f3\u30c9\u30fb\u30c1\u30c3\u30d7\u3078\u306e\u4f9d\u5b58\u3068\u982d\u8133\u6d41\u51fa\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e2d\u56fd\u306e\u5f31\u70b9\u3067\u3042\u308a\u3001\u7c73\u56fd\u306f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306e\u52b9\u7387\u6027\u3084\u502b\u7406\u7684\u76e3\u7763\u3068\u3044\u3063\u305f\u554f\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u3068\u30b0\u30ed\u30fc\u30d0\u30ea\u30bc\u30fc\u30b7\u30e7\u30f3\uff1a\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u306e\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u6226\u7565\u306f\u6280\u8853\u666e\u53ca\u3092\u52a0\u901f\u3055\u305b\u3001\u4e16\u754c\u306eAI\u7af6\u4e89\u74b0\u5883\u3092\u518d\u69cb\u7bc9\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u653f\u7b56\u30b2\u30fc\u30e0\uff1a\u7c73\u56fd\u306e\u30c1\u30c3\u30d7\u7981\u8f38\u3068\u30c7\u30fc\u30bf\u898f\u5236\u306f\u3001\u4e2d\u56fd\u306e\u300c\u65b0\u56fd\u5bb6\u30b7\u30b9\u30c6\u30e0\u300d\u306b\u5bfe\u3059\u308b\u30d8\u30c3\u30b8\u3067\u3042\u308a\u3001\u77ed\u671f\u7684\u306b\u306f\u6280\u8853\u7af6\u4e89\u304c\u6fc0\u5316\u3059\u308b\u3060\u308d\u3046\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6982\u8981<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u7c73\u306eAI\u7af6\u4e89\u306f\u3001\u5358\u4e00\u306e\u6280\u8853\u7684\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u304b\u3089\u3001\u30c1\u30c3\u30d7\u3001\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30a8\u30b3\u30ed\u30b8\u30fc\u69cb\u7bc9\u3092\u542b\u3080\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u7af6\u4e89\u3078\u3068\u767a\u5c55\u3057\u3066\u3044\u308b\u3002\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u57fa\u790e\u7814\u7a76\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066\u7c73\u56fd\u304c\u512a\u52e2\u3060\u304c\u3001\u4e2d\u56fd\u306f\u5fdc\u7528\u30b7\u30ca\u30ea\u30aa\u306e\u9769\u65b0\u3001\u96c6\u4e2d\u7684\u306a\u8cc7\u672c\u6295\u8cc7\u3001\u653f\u7b56\u652f\u63f4\u3092\u901a\u3058\u3066\u6025\u901f\u306b\u5dee\u3092\u7e2e\u3081\u3066\u3044\u308b\u3002\u5c06\u6765\u3001\u53cc\u65b9\u306f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30fb\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u6280\u8853\u5c01\u9396\u306e\u30b2\u30fc\u30e0\u306b\u304a\u3044\u3066\u3001AI\u6280\u8853\u306e\u5305\u6442\u3068\u30b0\u30ed\u30fc\u30d0\u30eb\u5316\u3092\u5171\u540c\u3067\u63a8\u9032\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>3.\u6d77\u5916\u30e1\u30c7\u30a3\u30a2\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306eAI\u30c1\u30c3\u30d7\u304c\u5927\u8e8d\u9032\uff01<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6d77\u5916\u30e1\u30c7\u30a3\u30a2\u300c\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30bf\u30a4\u30e0\u30ba\u300d\u304c\u5831\u3058\u305f\uff1a\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306eAI\u30c1\u30c3\u30d7\u306f\u5927\u8e8d\u9032\u3092\u9042\u3052\u3001Ascend 910C\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u6b69\u7559\u307e\u308a\u306f40%\u306b\u5897\u52a0\u3057\u3001\u53ce\u76ca\u6027\u3092\u9054\u6210\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u4eca\u5e74\u3001Ascend 910C\u309210\u4e07\u500b\u3001Ascend 910B\u309230\u4e07\u500b\u751f\u7523\u3059\u308b\u8a08\u753b\u3067\u3001\u58f2\u4e0a\u306fNvidia\u306b\u9045\u308c\u3092\u3068\u3063\u3066\u3044\u308b\u304c\u3001\u305d\u308c\u3067\u3082\u4e2d\u56fd\u306eAI\u30c1\u30c3\u30d7\u5e02\u5834\u3092\u652f\u914d\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306fAI\u30c1\u30c3\u30d7\u306e\u751f\u7523\u3067\u5927\u304d\u306a\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u3092\u679c\u305f\u3057\u305f\u3002\u6700\u65b0\u306eAscend 910C\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u6b69\u7559\u307e\u308a\u306f\u30011\u5e74\u524d\u306e20\uff05\u304b\u308940\uff05\u306b\u5411\u4e0a\u3057\u3066\u304a\u308a\u3001\u5927\u5e45\u306a\u6539\u5584\u3068\u898b\u3089\u308c\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u4eca\u5f8c\u3082\u6b69\u7559\u307e\u308a\u3092\u9ad8\u3081\u300160%\u3092\u76ee\u6307\u3059\u8a08\u753b\u3060\u3002\u3053\u306e\u8a08\u753b\u304c\u5b9f\u73fe\u3059\u308c\u3070\u3001AI\u30c1\u30c3\u30d7\u5e02\u5834\u306b\u304a\u3051\u308b\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u5730\u4f4d\u306f\u3055\u3089\u306b\u5f37\u56fa\u306a\u3082\u306e\u3068\u306a\u308a\u3001\u5f37\u5316\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u73fe\u5728\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u4e2d\u56fd\u672c\u571f\u306b\u304a\u3051\u308bAI\u30c1\u30c3\u30d7\u306e\u7dcf\u751f\u7523\u91cf\u306e75\uff05\u4ee5\u4e0a\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u56fd\u5185\u534a\u5c0e\u4f53\u5e02\u5834\u306b\u304a\u3051\u308b\u652f\u914d\u7684\u306a\u5730\u4f4d\u3092\u88cf\u4ed8\u3051\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u307e\u305f\u3001AI\u30c1\u30c3\u30d7\u306b\u5bfe\u3059\u308b\u5e02\u5834\u306e\u9700\u8981\u62e1\u5927\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u4eca\u5e7410\u4e07\u500b\u306eAscend 910C\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306830\u4e07\u500b\u306e910B\u30c1\u30c3\u30d7\u3092\u751f\u7523\u3059\u308b\u8a08\u753b\u3060\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u30c1\u30e3\u30f3\u30b9\u3068\u540c\u6642\u306b\u8ab2\u984c\u306b\u3082\u76f4\u9762\u3057\u3066\u3044\u308b<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e00\u65b9\u3067\u306f\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u9867\u5ba2\u306b\u3001Nvidia\u306e\u30d7\u30ec\u30df\u30a2\u30e0Cuda\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6368\u3066\u3066\u3001\u81ea\u793e\u306eAscend\u30b7\u30ea\u30fc\u30ba\u306e\u30c1\u30c3\u30d7\u3092\u9078\u3076\u3088\u3046\u8aac\u5f97\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u9867\u5ba2\u306e\u4fe1\u983c\u3068\u597d\u610f\u3092\u52dd\u3061\u53d6\u308b\u305f\u3081\u306b\u3001\u6280\u8853\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30b5\u30dd\u30fc\u30c8\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u4e00\u65b9\u3001Ascend 910B\u30c1\u30c3\u30d7\u306b\u306f\u3001\u30c1\u30c3\u30d7\u9593\u63a5\u7d9a\u3084\u30e1\u30e2\u30ea\u30fc\u306a\u3069\u306e\u5206\u91ce\u3067\u307e\u3060\u9650\u754c\u304c\u3042\u308a\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u6539\u5584\u306e\u305f\u3081\u306e\u7814\u7a76\u958b\u767a\u306b\u7d99\u7d9a\u7684\u306b\u6295\u8cc7\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u306eAI\u30c1\u30c3\u30d7\u5e02\u5834\u3067\u306f\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u304c\u5727\u5012\u7684\u306a\u5730\u4f4d\u3092\u5360\u3081\u3066\u3044\u308b\u304c\u3001\u7af6\u5408\u4ed6\u793e\u306f\u307e\u3060\u5c0f\u3055\u3044\u3002\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306f\u3001SMIC\u304cAscend\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u751f\u7523\u80fd\u529b\u3092\u78ba\u4fdd\u3059\u308b\u4e0a\u3067\u3001\u4f9d\u7136\u3068\u3057\u3066\u56f0\u96e3\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306fAI\u30c1\u30c3\u30d7\u5e02\u5834\u3067\u306e\u4e3b\u5c0e\u7684\u5730\u4f4d\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u7ba1\u7406\u3068\u80fd\u529b\u69cb\u7bc9\u3092\u3055\u3089\u306b\u5f37\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>4.\u4e2d\u56fd\u4f01\u696d\u306f\u8f38\u5165\u30c1\u30c3\u30d7\u306e\u767a\u6ce8\u306e21\uff05\u3092\u518d\u3073\u524a\u6e1b\u3057\u3001\u7c73\u56fd\u306b3500\u5104\u5143\u306e\u5de8\u984d\u306e\u640d\u5931\u3092\u3082\u305f\u3089\u3057\u30011700\u5104\u5143\u3092\u8cbb\u3084\u3057\u3066\u7c73\u56fd\u306b\u5bfe\u6297\u3059\u308b3\u3064\u306e\u9023\u7d9a\u3057\u305f\u5de5\u5834\u3092\u958b\u8a2d\u3057\u305f\u3002<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u56fd\u5185\u6a29\u5a01\u3042\u308b\u30e1\u30c7\u30a3\u30a2\u306e\u5831\u9053\u306b\u3088\u308b\u3068\u3001\u6a29\u5a01\u3042\u308b\u56fd\u969b\u8abf\u67fb\u5831\u544a\u66f8\u306e\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001\u4e2d\u56fd\u4f01\u696d\u306f\u8f38\u5165\u30c1\u30c3\u30d7\u306e\u6ce8\u6587\u306e\u7d0421.02%\u3092\u30ab\u30c3\u30c8\u3057\u3001\u305d\u306e\u6ce8\u6587\u306e\u5408\u8a08\u4fa1\u683c\u306f3500\u5104\u5186\u3068\u9ad8\u3044\u3002\u30a4\u30f3\u30c6\u30eb\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u3001\u3053\u308c\u3089\u306e\u7c73\u56fd\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u5e02\u5834\u3078\u306e\u5f71\u97ff\u306e\u4e00\u5b9a\u7a0b\u5ea6\u3092\u5f15\u304d\u8d77\u3053\u3057\u3001\u95a2\u9023\u4f01\u696d\u306e\u682a\u4fa1\u304c\u6025\u843d\u3057\u59cb\u3081\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u305d\u3057\u3066\u4e2d\u56fd\u672c\u571f\u304b\u3089\u306f\u3001SMIC\u304c1700\u5104\u5143\u3092\u6295\u3058\u30663\u3064\u306e\u5de5\u5834\u3092\u958b\u8a2d\u3057\u300128nm\u30c1\u30c3\u30d7\u306e\u751f\u7523\u80fd\u529b\u62e1\u5927\u3092\u5168\u9762\u7684\u306b\u63a8\u9032\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u56fd\u7523\u30c1\u30c3\u30d7\u306e\u53f0\u982d\u306b\u3088\u308a\u3001\u30a4\u30f3\u30c6\u30eb\u3084\u30af\u30a2\u30eb\u30b3\u30e0\u3068\u3044\u3063\u305f\u30a2\u30e1\u30ea\u30ab\u4f01\u696d\u306e\u4e2d\u56fd\u3067\u306e\u53ce\u5165\u3082\u6e1b\u5c11\u3057\u59cb\u3081\u3066\u3044\u308b\u3002\u95a2\u9023\u30c7\u30fc\u30bf\u306e\u5831\u544a\u306b\u3088\u308b\u3068\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u4e2d\u56fd\u3067\u306e\u58f2\u4e0a\u9ad8\u306f1\u56db\u534a\u671f\u306715%\u6e1b\u5c11\u3057\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u306e\u4e2d\u56fd\u5e02\u5834\u3067\u306e\u58f2\u4e0a\u9ad8\u306f65%\u304b\u308948%\u306b\u6e1b\u5c11\u3057\u3001\u682a\u5f0f\u5e02\u5834\u3067\u3082\u4e21\u793e\u306f\u305d\u308c\u305e\u308c7.2%\u30689.8%\u4e0b\u843d\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6d77\u5916\u4f01\u696d\u304c\u9577\u5e74\u306b\u308f\u305f\u308a\u4e2d\u56fd\u5e02\u5834\u3067\u88ab\u3063\u3066\u304d\u305f\u7d4c\u6e08\u7684\u30c0\u30e1\u30fc\u30b8\u306e\u6839\u672c\u7684\u306a\u539f\u56e0\u306f\u3001\u4e2d\u56fd\u56fd\u7523\u30c1\u30c3\u30d7\u304c\u5f90\u3005\u306b\u56fd\u5185\u5e02\u5834\u3067\u6d77\u5916\u8f38\u5165\u30c1\u30c3\u30d7\u306b\u53d6\u3063\u3066\u4ee3\u308f\u3089\u308c\u3064\u3064\u3042\u308b\u3053\u3068\u306b\u3042\u308b\u3002\u52a0\u3048\u3066\u3001\u7c73\u56fd\u304c\u4e2d\u56fd\u5e02\u5834\u306b\u304a\u3051\u308b\u88fd\u54c1\u306e\u8f38\u51fa\u5165\u306b\u4e00\u65b9\u7684\u306a\u5236\u9650\u3092\u8ab2\u3057\u305f\u305f\u3081\u3001\u4e2d\u56fd\u4f01\u696d\u304c\u56fd\u7523\u30c1\u30c3\u30d7\u306e\u4f9b\u7d66\u6c7a\u5b9a\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3055\u3089\u306b\u4fc3\u3055\u308c\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u65e9\u3051\u308c\u30702022\u5e74\u3001SMIC\u306f\u3059\u3067\u306b\u5404\u754c\u304b\u3089\u306e\u8cc7\u91d1\u63f4\u52a9\u3092\u7372\u5f97\u3057\u30011700\u5104\u5143\u3092\u6295\u8cc7\u3057\u3066\u56fd\u7523\u30c1\u30c3\u30d7\u306e\u88fd\u9020\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u306e\u30ec\u30a4\u30a2\u30a6\u30c8\u3092\u5b9f\u65bd\u3057\u3066\u3044\u308b\u3002\u4e0a\u6d77\u3001\u5317\u4eac\u3001\u6df1\u30bb\u30f3\u3067\u3001SMIC\u306f\u56fd\u7523\u30c1\u30c3\u30d7\u306e\u958b\u767a\u80fd\u529b\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u30013\u3064\u306e\u5927\u898f\u6a21\u5de5\u5834\u306e\u5efa\u8a2d\u306b\u6295\u8cc7\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e0a\u6d77\u5de5\u5834\u306f28nm\u30d7\u30ed\u30bb\u30b9\u3001300mm\u30a6\u30a7\u30cf\u88fd\u9020\u30e9\u30a4\u30f3\u3092\u62c5\u5f53\u3059\u308b\u3002\u5317\u4eac\u5de5\u5834\u306f40nm\u4ee5\u4e0a\u306e\u6210\u719f\u30d7\u30ed\u30bb\u30b9\u3092\u62c5\u5f53\u3057\u3001\u4e0a\u6d77\u5de5\u5834\u3068\u63a5\u7d9a\u95a2\u4fc2\u3092\u7d50\u3073\u3001\u6210\u719f\u30c1\u30c3\u30d7\u306e\u751f\u7523\u80fd\u529b\u62e1\u5927\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u3055\u3089\u306b\u3001\u4e0a\u6d77\u5de5\u5834\u3068\u5317\u4eac\u5de5\u5834\u306e\u88fd\u9020\u6280\u8853\u306f\u3001\u72ec\u81ea\u306b\u958b\u767a\u3057\u305fN+1\u6280\u8853\u3092\u63a1\u7528\u3057\u3001\u5f93\u6765\u306e28nm\u30c1\u30c3\u30d7\u306e\u7d041.8\u500d\u306e\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u5bc6\u5ea6\u3092\u5b9f\u73fe\u3057\u3066\u3044\u308b\u3002\u5317\u4eac\u5de5\u5834\u306f\u307e\u305f\u3001BCD\u30d7\u30ed\u30bb\u30b9\u3068SOI\u6280\u8853\u3092\u7d71\u5408\u3057\u30015G\u57fa\u5730\u5c40\u3068\u4e92\u63db\u6027\u306e\u3042\u308b\u4e16\u754c\u521d\u306e40nm\u9ad8\u96fb\u5727\u96fb\u6e90\u7ba1\u7406\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3057\u3001\u56fd\u5185\u306e5G\u901a\u4fe1\u6280\u8853\u306b\u5f37\u529b\u306a\u30c1\u30c3\u30d7\u88fd\u54c1\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u6df1\u5733\u5de5\u5834\u306f\u3088\u308a\u9ad8\u5ea6\u306a\u30c1\u30c3\u30d7\u88fd\u9020\u306b\u6ce8\u529b\u3057\u3066\u304a\u308a\u3001\u4e3b\u306b14nm\u30c1\u30c3\u30d7\u3068Fin FET\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u6280\u8853\u306e\u30c1\u30c3\u30d7\u88fd\u9020\u3092\u62c5\u5f53\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: 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#000000;\">\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u643a\u5e2f\u96fb\u8a71\u306f\u3001\u30e1\u30e2\u30ea\u5206\u91ce\u3067\u9577\u6c5f\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u9577\u4fe1\u30b9\u30c8\u30ec\u30fc\u30b8\u304b\u3089\u4f9b\u7d66\u3055\u308c\u305f\u30e1\u30e2\u30ea\u30c1\u30c3\u30d7\u3092\u4f7f\u7528\u3057\u59cb\u3081\u3066\u304a\u308a\u3001\u65b0\u3057\u3044\u30ad\u30ea\u30f3\u30c1\u30c3\u30d7\u306f\u8131\u7f8e\u5316\u306e\u56fd\u5185\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u3088\u3063\u3066\u88fd\u9020\u3055\u308c\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u307e\u305f\u3001\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u8eca\u30a8\u30eb3\u4f9b\u7d66CTP\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\u96fb\u6c60\u3001\u8eca\u4e21\u30b2\u30fc\u30b8\u30ec\u30d9\u30ebIGBT\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u958b\u767a\u3057\u3001\u8eca\u306e\u96fb\u6c17\u99c6\u52d5\u30b7\u30b9\u30c6\u30e0\u306e\u30b3\u30b9\u30c8\u3092\u7d0440%\u524a\u6e1b\u3057\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>5.\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u521d\u306e\u81ea\u793e\u958b\u767aPC\u30d7\u30ed\u30bb\u30c3\u30b5\u30fcHisilicon Kirin X90\u304c\u516c\u958b\u3055\u308c\u305f\uff01<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u83ef\u70ba\u6280\u8853\uff08Huawei Hisilicon\uff09\u304c\u767a\u8868\u3057\u305f\u521d\u306e\u81ea\u793e\u958b\u767aPC\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u300cKirin X90\u300d\u306f\u30012025\u5e743\u670815\u65e5\u306b\u521d\u3081\u3066\u516c\u958b\u3055\u308c\u305f\uff01<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u4e2d\u56fd\u60c5\u5831\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a55\u4fa1\u30bb\u30f3\u30bf\u30fc\uff082025\u5e74\u7b2c1\u4f4d\uff09\u304c\u767a\u8868\u3057\u305f\u5b89\u5168\u6027\u30fb\u4fe1\u983c\u6027\u8a55\u4fa1\u7d50\u679c\u306e\u767a\u8868\u306b\u3088\u308b\u3068\u3001\u6df1\u5733hisilicon Semiconductor Co., Ltd.\u306eKirin X90\u304c\u63b2\u8f09\u3055\u308c\u3001\u540cCPU\u306f\u5b89\u5168\u6027\u30fb\u4fe1\u983c\u6027\u30ec\u30d9\u30ebII\u306e\u8a55\u4fa1\u3092\u5f97\u305f\u3002\u307e\u305f\u3001Fei Tengyun S5000C-E\u3001Loongson 3B6000\u3001Loongson 3C6000\u3001Shenwei Weixin H8000\u306a\u3069\u3082\u767a\u8868\u3055\u308c\u305f\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kirin X90\u306f\u3001\u5148\u9032\u7684\u306a\u88fd\u9020\u6280\u8853\u3092\u63a1\u7528\u3057\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u30fb\u30cf\u30a4\u30ea\u30b3\u30f3\u306e\u30c1\u30c3\u30d7\u8a2d\u8a08\u5206\u91ce\u306b\u304a\u3051\u308b\u6280\u8853\u84c4\u7a4d\u3068\u7d44\u307f\u5408\u308f\u3055\u308c\u3001\u305d\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u8a2d\u8a08\u306b\u3088\u308a\u3001\u30de\u30eb\u30c1\u30bf\u30b9\u30af\u51e6\u7406\u3068\u9ad8\u8ca0\u8377\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u304a\u3044\u3066\u512a\u308c\u305f\u6027\u80fd\u3092\u5b9f\u73fe\u3059\u308b\u30d7\u30ed\u30bb\u30c3\u30b5\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kirin X90\u306e\u30e1\u30a4\u30f3\u5468\u6ce2\u6570\u3001\u30b3\u30a2\u6570\u3001\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30fb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u30fb\u30e6\u30cb\u30c3\u30c8\u306f\u5927\u5e45\u306b\u6539\u5584\u3055\u308c\u3001\u3088\u308a\u30d1\u30ef\u30d5\u30eb\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30d1\u30ef\u30fc\u3068\u30b9\u30e0\u30fc\u30ba\u306a\u30e6\u30fc\u30b6\u30fc\u4f53\u9a13\u3092\u30e6\u30fc\u30b6\u30fc\u306b\u63d0\u4f9b\u3059\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kirin X90\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306b\u512a\u308c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u6d88\u8cbb\u3092\u6291\u3048\u306a\u304c\u3089\u30d1\u30ef\u30d5\u30eb\u306a\u6027\u80fd\u3092\u4eab\u53d7\u3057\u3001\u30b9\u30de\u30fc\u30c8\u30c7\u30d0\u30a4\u30b9\u306e\u4f7f\u7528\u6642\u9593\u3092\u5ef6\u3070\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u73fe\u5728\u306e\u60c5\u5831\u304b\u3089\u5224\u65ad\u3059\u308b\u3068\u3001Kirin X90\u306e\u30e1\u30a4\u30f3\u30bf\u30fc\u30b2\u30c3\u30c8\u306fPC\u5206\u91ce\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u304c\u958b\u767a\u4e2d\u306e\u5168\u81ea\u793e\u958b\u767aPC\u30b7\u30b9\u30c6\u30e0\u300cHongmeng\u300d\u3068\u7d44\u307f\u5408\u308f\u305b\u308c\u3070\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u6b21\u4e16\u4ee3\u65b0\u578bPCS\u306e\u30b3\u30a2\u30d1\u30ef\u30fc\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002\u73fe\u5728\u306f\u4e3b\u306bPC\u5206\u91ce\u3078\u306e\u5fdc\u7528\u304c\u63a8\u6e2c\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u5c06\u6765\u7684\u306b\u306f\u9ad8\u6027\u80fd\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u5fc5\u8981\u3068\u3059\u308b\u4ed6\u306e\u5206\u91ce\u306b\u3082\u5c55\u958b\u3055\u308c\u308b\u53ef\u80fd\u6027\u306f\u5426\u5b9a\u3067\u304d\u306a\u3044\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kirin X90\u306e\u767b\u5834\u306f\u3001\u7279\u306b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u96fb\u529b\u52b9\u7387\u3001\u30de\u30eb\u30c1\u30bf\u30b9\u30af\u80fd\u529b\u306e\u9762\u3067\u3001\u30b9\u30de\u30fc\u30c8\u30c7\u30d0\u30a4\u30b9\u5206\u91ce\u306b\u304a\u3051\u308b\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u7af6\u4e89\u529b\u3092\u3055\u3089\u306b\u5f37\u5316\u3057\u3001\u30a4\u30f3\u30c6\u30eb\u3084AMD\u3068\u3044\u3063\u305f\u5f93\u6765\u306eCPU\u30d9\u30f3\u30c0\u30fc\u3068\u771f\u3063\u5411\u304b\u3089\u5bfe\u6297\u3067\u304d\u308b\u8cc7\u672c\u529b\u3092\u6301\u3064\u3053\u3068\u306b\u306a\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\u5e743\u6708\u3068\u3044\u3046\u306e\u306f\u5fae\u5999\u306a\u6642\u671f\u3067\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304b\u3089\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u3078\u306e\u30a6\u30a3\u30f3\u30c9\u30a6\u30ba\u30fb\u30aa\u30da\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306e\u4f9b\u7d66\u30e9\u30a4\u30bb\u30f3\u30b9\u304c\u671f\u9650\u5207\u308c\u3092\u8fce\u3048\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>6.AI\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u5730\u5143\u306e\u9ad8\u5ea6\u306a\u5305\u88c5\u3092\u7a81\u7834\u3059\u308b\u305f\u3081\u306b\u767a\u751f\uff1f<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">AI\u30c1\u30c3\u30d7\u306f\u534a\u5c0e\u4f53\u306e\u6700\u5927\u306e\u6210\u9577\u30dd\u30a4\u30f3\u30c8\u3067\u3042\u308a\u3001\u5148\u9032\u7684\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306fAI\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u6280\u8853\u3067\u3042\u308b\u3002\u4ee5\u524d\u306f\u3001Nvidia\u306eH100\u306f\u7d04$3,000\u3067\u3042\u3063\u305f\u304c\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3067\u4f5c\u3089\u308c\u305fHBM\u306f$2,000\u3067\u3042\u3063\u305f\u3002\u304b\u3064\u3066\u306f\u77e5\u540d\u5ea6\u304c\u4f4e\u304b\u3063\u305f\u30d0\u30c3\u30af\u30c1\u30e3\u30cd\u30eb\u6280\u8853\u306f\u3001\u696d\u754c\u306b\u304a\u3051\u308b\u7af6\u4e89\u306e\u7126\u70b9\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\u5e74\u3001\u4e16\u754c\u306eAI\u30c1\u30c3\u30d7\u5e02\u5834\u306f$710\u5104\u3092\u8d85\u3048\u3001\u4e2d\u56fd\u306eAI\u30c1\u30c3\u30d7\u5e02\u5834\u306f\u7d04$250\u5104\u3068\u306a\u308a\u3001\u4e16\u754c\u5168\u4f53\u306e\u7d0435.2%\u3092\u5360\u3081\u308b\u30022025\u5e74\u3001Deepseek\u306e\u4e0a\u9678\u3068\u5fdc\u7528\u9762\u306b\u304a\u3051\u308b\u4e2d\u56fdAI\u306e\u52c3\u8208\u306b\u3088\u308a\u3001\u56fd\u5185AI\u30c1\u30c3\u30d7\u5e02\u5834\u306f\u3053\u306e\u5272\u5408\u3092\u7a81\u7834\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u3001\u30db\u30c3\u30c8\u306a\u5e02\u5834\u306f\u56fd\u5185\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u306b\u5bfe\u3057\u3066\u3088\u308a\u7dca\u6025\u306a\u8981\u6c42\u3092\u7a81\u304d\u3064\u3051\u308b\u3060\u308d\u3046\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u306f\u3069\u306e\u3088\u3046\u306b\u6210\u529f\u3057\u305f\u306e\u304b\uff1f<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u307e\u305a\u3001\u5148\u884c\u30ec\u30a4\u30a2\u30a6\u30c8\u3001\u5148\u884c\u7814\u7a76\u958b\u767a<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\u306f2012\u5e74\u306b2.5D\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u958b\u767a\u3092\u958b\u59cb\u3057\u3001\u7af6\u5408\u4ed6\u793e\u3088\u308a5\uff5e10\u5e74\u65e9\u304f\u30012016\u5e74\u306b\u306f\u91cf\u7523\u3092\u9054\u6210\u3057\u305f\u30023D SoIC\u30822018\u5e74\u304b\u3089\u958b\u767a\u3092\u958b\u59cb\u3057\u30012024\u5e74\u306b\u91cf\u7523\u306b\u5165\u3063\u305f\u3002\u3053\u308c\u304c\u3001TSMC\u304c\u3044\u307e\u3060\u306bNvidia\u3084Apple\u306e\u3088\u3046\u306a\u5927\u53e3\u9867\u5ba2\u3092\u3057\u3063\u304b\u308a\u3068\u3064\u304b\u3093\u3067\u3044\u308b\u4e3b\u306a\u7406\u7531\u3067\u3042\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\u7b2c\u4e8c\u306b\u3001TSMC\u306f\u53d7\u8a17\u88fd\u9020\u306e\u5229\u70b9\u3092\u751f\u304b\u3057\u3001\u524d\u304b\u3089\u5f8c\u308d\u3078\u5207\u308a\u8fbc\u307f\u3001\u52b9\u7387\u7684\u306a\u5354\u529b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u5f62\u6210\u3059\u308b\u3002TSMC\u306f\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\uff08ASML\uff09\u3001\u6750\u6599\u30e1\u30fc\u30ab\u30fc\uff08\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\uff09\u3001EDA\uff08\u30b7\u30ce\u30d7\u30b7\u30b9\uff09\u7b49\u3068\u7dca\u5bc6\u306a\u63d0\u643a\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u5b8c\u5168\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u5f62\u6210\u3057\u3001\u5148\u9032\u7684\u306a\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u3068\u5148\u9032\u7684\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3057\u3001\u6280\u8853\u3068\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306e\u878d\u5408\u3092\u5b9f\u73fe\u3057\u3001\u4e3b\u5c0e\u7684\u306a\u512a\u4f4d\u6027\u3092\u7523\u696d\u30a8\u30b3\u30ed\u30b8\u30fc\u306e\u30ec\u30d9\u30eb\u307e\u3067\u9ad8\u3081\u3001\u7814\u7a76\u958b\u767a\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u5f37\u56fa\u306a\u7523\u696d\u969c\u58c1\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u3002<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: 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