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1.\u00a0\u30b7\u30ce\u30d7\u30b7\u30b9\u3001Copilot\u3067GenAI for Chip Design\u3092\u62e1\u5f35 (9\u67082\u65e5)<\/strong><\/h3>\n
\u30b7\u30ce\u30d7\u30b7\u30b9\u306f\u00a0\u30b7\u30ce\u30d7\u30b7\u30b9.ai Copilot<\/strong>\u30c1\u30c3\u30d7\u8a2d\u8a08\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u3092\u7d71\u5408\u3002\u521d\u671f\u30a2\u30af\u30bb\u30b9\u306e\u7d50\u679c\u3067\u306f\u00a035%\u306e\u751f\u7523\u6027\u5411\u4e0a<\/strong>\u00a0\u30b8\u30e5\u30cb\u30a2\u30fb\u30a8\u30f3\u30b8\u30cb\u30a2\u3068\u00a0\u30b9\u30af\u30ea\u30d7\u30c8\u751f\u6210\u304c10\u500d\u304b\u308920\u500d\u9ad8\u901f\u5316<\/strong>.\u3053\u306e\u30c4\u30fc\u30eb\u306f\u3001RTL\u304a\u3088\u3073\u30d5\u30a9\u30fc\u30de\u30eb\u30fb\u30a2\u30b5\u30fc\u30b7\u30e7\u30f3\u306e\u81ea\u52d5\u751f\u6210\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u91cd\u8981\u306a\u8a2d\u8a08\u304a\u3088\u3073\u691c\u8a3c\u4f5c\u696d\u3092\u6570\u6642\u9593\u304b\u3089\u6570\u5206\u306b\u77ed\u7e2e\u3057\u307e\u3059\u3002\u00a0\u30b7\u30ce\u30d7\u30b7\u30b9<\/span>.<\/div>\n

2.\u00a0\u30a6\u30eb\u30d5\u30b9\u30d4\u30fc\u30c9\u3001200mm\u539aSiC\u6750\u6599\u306e\u91cf\u7523\u3092\u958b\u59cb\uff089\u670811\u65e5\uff09<\/strong><\/h3>\n
Wolfspeed\u306f\u3001\u3053\u306e\u305f\u3073\u3001\u4ee5\u4e0b\u306e\u88fd\u54c1\u3092\u767a\u8868\u3057\u305f\u3002\u00a0200mm \u70ad\u5316\u30b1\u30a4\u7d20\uff08SiC\uff09\u6750\u6599<\/strong>\u30a6\u30a9\u30eb\u30d5\u30b9\u30d4\u30fc\u30c9\u306f\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u3084\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u30a4\u30f3\u30d5\u30e9\u5411\u3051\u306e\u30ef\u30a4\u30c9\u30d0\u30f3\u30c9\u30ae\u30e3\u30c3\u30d7\u534a\u5c0e\u4f53\u306e\u5927\u898f\u6a21\u306a\u63a1\u7528\u3092\u53ef\u80fd\u306b\u3059\u308b\u3001SiC\u88fd\u9020\u6280\u8853\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u56fa\u3081\u307e\u3057\u305f\u3002\u30a6\u30a9\u30eb\u30d5\u30b9\u30d4\u30fc\u30c9\u306f\u3001\u65b0\u305f\u306b\u62e1\u5f35\u3055\u308c\u305f200mm\u88fd\u9020\u80fd\u529b\u3092\u6d3b\u7528\u3057\u3001SiC\u6280\u8853\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u78ba\u56fa\u305f\u308b\u3082\u306e\u306b\u3057\u307e\u3059\u3002<\/div>\n

3.\u00a0\u7c73\u56fd\u3001\u534a\u5c0e\u4f53\u4f01\u696d13\u793e\u3092\u542b\u3080\u4e2d\u56fd\u4f01\u696d23\u793e\u3092\u4f01\u696d\u30ea\u30b9\u30c8\u306b\u8ffd\u52a0 (9\u670812\u65e5)<\/strong><\/h3>\n
\u7c73\u56fd\u5546\u52d9\u7701\u306f\u3001\u6b21\u306e\u3088\u3046\u306b\u767a\u8868\u3057\u305f\u3002\u00a0\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u4f01\u696d13\u793e<\/strong>\u00a0(Hygon\u306a\u3069\uff09\u304cEntity List\u306b\u63b2\u8f09\u3055\u308c\u3001\u7c73\u56fd\u306eEDA\u30c4\u30fc\u30eb\u3084\u88fd\u9020\u88c5\u7f6e\u3078\u306e\u30a2\u30af\u30bb\u30b9\u304c\u5236\u9650\u3055\u308c\u305f\u3002\u3053\u308c\u306f\u5148\u7aef\u30ce\u30fc\u30c9\uff08\u4f8b\u3048\u30707nm\uff09\u306e\u30c1\u30c3\u30d7\u8a2d\u8a08\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001Hua Da \u4e5d\u5929\u306eArgus DRC\u30c4\u30fc\u30eb\u306e\u3088\u3046\u306a\u56fd\u5185\u4ee3\u66ff\u30c4\u30fc\u30eb\u3078\u306e\u79fb\u884c\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u308b\u3002\u00a07nm\u30eb\u30fc\u30eb\u306e60%<\/strong>\u00a0.<\/div>\n

4.\u00a0ASML\u306e\u9ad8NA EUV\u53d7\u6ce8\u304c\u500d\u5897\uff089\u670825\u65e5\uff09<\/strong><\/h3>\n
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5.\u00a0TSMC\u306e3nm\u304a\u3088\u30735nm\u751f\u7523\u80fd\u529b\u3001100%\u7a3c\u50cd\u306b\u8feb\u308b (9\u670827\u65e5)<\/strong><\/h3>\n
TSMC\u306e\u5831\u544a\u00a0\u6e80\u5e2d\u4e88\u7d04<\/strong>\u00a0Apple\u3001NVIDIA\u3001AMD\u306e\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u30012026\u5e74\u521d\u982d\u307e\u30673nm\u304a\u3088\u30735nm\u30ce\u30fc\u30c9\u3092\u4f9b\u7d66\u3059\u308b\u3002NVIDIA\u306eRubin GPU\u3084AMD\u306eMI355X\u306b\u63a1\u7528\u3055\u308c\u3066\u3044\u308b3nm\u30d7\u30ed\u30bb\u30b9\u306f\u4e3b\u8981\u306a\u53ce\u76ca\u30c9\u30e9\u30a4\u30d0\u30fc\u3067\u3042\u308a\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08CoWoS\u306a\u3069\uff09\u306fAI\u30c1\u30c3\u30d7\u306e\u9700\u8981\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u62e1\u5927\u3057\u3066\u3044\u308b\u3002<\/div>\n

6.\u00a0\u30b5\u30e0\u30b9\u30f3\u30012nm\u30a6\u30a7\u30fc\u30cf\u4fa1\u683c\u309233%\u5024\u4e0b\u3052\u3001TSMC\u306b\u6311\u6226 (9\u670829\u65e5)<\/strong><\/h3>\n
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7.\u00a0AMD\u3001\u30a2\u30ea\u30d0\u30d0\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30b5\u30df\u30c3\u30c8\uff089\u670824\uff5e26\u65e5\uff09\u3067\u7b2c5\u4e16\u4ee3EPYC\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u767a\u8868<\/strong><\/h3>\n
AMD\u306f\u00a0EPYC Turin\u30d7\u30ed\u30bb\u30c3\u30b5<\/strong>\u00a0(3nm\/4nm\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30d7\u30ed\u30bb\u30b9)\u3092\u63a1\u7528\u3057\u305fAlibaba Cloud Summit\u304c\u958b\u50ac\u3055\u308c\u305f\u3002\u00a0\u79855\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/strong>\u00a0IPC\u304c17%\u5411\u4e0a\u3057\u3001\u30cd\u30a4\u30c6\u30a3\u30d6AVX512\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002\u3053\u306e\u30c1\u30c3\u30d7\u306fAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3068\u30af\u30e9\u30a6\u30c9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u304a\u308a\u3001AMD\u306e\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u5411\u3051ROCm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u88dc\u5b8c\u3059\u308b\u3002<\/div>\n

8.\u00a0\u97d3\u56fd\u306e\u534a\u5c0e\u4f53\u8f38\u51fa\u30019\u6708\u306b\u904e\u53bb\u6700\u9ad8\u306e$166.1\u5104\u3092\u8a18\u9332(9\u670830\u65e5)<\/strong><\/h3>\n
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10.\u00a0\u65b0\u305f\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3068\u88fd\u54c1\u3067\u524d\u9032\u3059\u308bGaN\u6280\u8853\uff089\u670823\u65e5\uff5e30\u65e5\uff09<\/strong><\/h3>\n
    \n
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    11.\u00a0E&R\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u304c\u5317\u7c73\u3067\u4e8b\u696d\u62e1\u5927\uff089\u670824\u65e5\uff09<\/strong><\/h3>\n
    \u53f0\u6e7e\u306b\u672c\u793e\u3092\u7f6e\u304fE&R\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306f\u3001\u30a2\u30ea\u30be\u30ca\u5dde\u306b\u7c73\u56fd\u5b50\u4f1a\u793e\u3092\u8a2d\u7acb\u3057\u3001\u4ee5\u4e0b\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u958b\u59cb\u3057\u305f\u3002\u00a0\u30ec\u30fc\u30b6\u30fc\u30fb\u30d7\u30e9\u30ba\u30de\u88c5\u7f6e<\/strong>\u00a0\u5317\u7c73\u9867\u5ba2\u304b\u3089\u306e\u9700\u8981\u540c\u793e\u306f2026\u5e74\u307e\u3067\u306b\u30d5\u30a7\u30cb\u30c3\u30af\u30b9\u3068\u30dd\u30fc\u30c8\u30e9\u30f3\u30c9\u306b\u30c7\u30e2\u30e9\u30dc\u3092\u958b\u8a2d\u3057\u3001EV\u3068AI\u306e\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3059\u308b\u8a08\u753b\u3060\u3002<\/div>\n

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