{"id":16150,"date":"2026-08-10T12:00:00","date_gmt":"2026-08-10T03:00:00","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=16150"},"modified":"2026-08-10T09:27:09","modified_gmt":"2026-08-10T00:27:09","slug":"analysis_skhy","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/analysis_skhy\/","title":{"rendered":"SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9(SKHY)\u306e\u682a\u4fa1\u3068\u4eca\u5f8c\uff5c\u6025\u843d\u304c\u30ad\u30aa\u30af\u30b7\u30a2\u306a\u3069\u65e5\u672c\u682a\u3078\u4e0e\u3048\u308b\u5f71\u97ff"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u97d3\u56fd\u666e\u901a\u682a\u306f\u30012026\u5e746\u6708\u306e\u9ad8\u5024\u304b\u3089\u5927\u304d\u304f\u8abf\u6574\u3057\u305f\u4e00\u65b9\u30017\u6708\u306b\u4e0a\u5834\u3057\u305f\u7c73\u56fdADR\u3082\u77ed\u671f\u9593\u3067\u4e71\u9ad8\u4e0b\u3057\u307e\u3057\u305f\u3002\u597d\u6c7a\u7b97\u3067\u3082\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u80cc\u666f\u306b\u306f\u3001HBM\u3078\u306e\u9ad8\u3044\u671f\u5f85\u3068\u65b0\u898f\u4e0a\u5834\u76f4\u5f8c\u306e\u9700\u7d66\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u4eca\u5f8c\u306f\u3001HBM4\u306e\u91cf\u7523\u62e1\u5927\u304c\u8a2d\u5099\u6295\u8cc7\u306e\u5897\u52a0\u3092\u4e0a\u56de\u308b\u5229\u76ca\u3092\u751f\u3080\u304b\u304c\u682a\u4fa1\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/strong><\/span>\u97d3\u56fd\u682a\u3068ADR\u306e\u9055\u3044\u306b\u52a0\u3048\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u3084\u534a\u5c0e\u4f53\u88c5\u7f6e\u682a\u3078\u6ce2\u53ca\u3059\u308b\u7d4c\u8def\u3082\u53d6\u308a\u4e0a\u3052\u307e\u3059\u3002<\/p>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"12044\">\n<section class=\"swell-rec-parts\" aria-labelledby=\"swell-rec-title\">\n <div class=\"swell-rec-parts__badge\">\n  <span class=\"swell-rec-parts__badge-icon\">\u2605<\/span><span>\u4eca\u62bc\u3055\u3048\u3066\u304a\u304d\u305f\u3044\u304a\u3059\u3059\u3081\u8a18\u4e8b<\/span>\n <\/div>\n <div class=\"swell-rec-parts__inner\">\n  <header class=\"swell-rec-parts__header\">\n   <p class=\"swell-rec-parts__description\">\u6ce8\u76ee\u30c6\u30fc\u30de\u3084\u6700\u65b0\u306e\u5e02\u5834\u52d5\u5411\u3092\u6df1\u6398\u308a\u3057\u305f\u3001\u7de8\u96c6\u90e8\u304a\u3059\u3059\u3081\u306e\u8a18\u4e8b\u3092\u304a\u5c4a\u3051\u3057\u307e\u3059\u3002<\/p>\n  <\/header>\n <\/div>\n\n\n<p>\t<ol class=\"swell-rec-parts__list\">\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__crown\">\u265b<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">01<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/tenbagger_toushi\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u30102026\u5e74\u7248\u3011\u30c6\u30f3\u30d0\u30ac\u30fc\u306e\u6025\u9a30\u5019\u88dc\u9298\u67c4\u306810\u500d\u3092\u9054\u6210\u3059\u308b\u304a\u5b9d\u682a\u306e\u7279\u5fb4\u3092\u89e3\u8aac\uff01<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">02<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/analysis_6740\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u30b8\u30e3\u30d1\u30f3\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4(6740)\u306f\u5927\u5316\u3051\u3059\u308b\u304b\uff5c\u682a\u4fa1\u306e\u73fe\u72b6\u3068\u4eca\u5f8c\u306e\u898b\u901a\u3057\u30fb\u8cb7\u3046\u3079\u304d\u304b\u3092\u89e3\u8aac<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">03<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/analysis_4661\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u30aa\u30ea\u30a8\u30f3\u30bf\u30eb\u30e9\u30f3\u30c9\u306e\u682a\u4fa1\u306f\u4eca\u5f8c\u3069\u3046\u306a\u308b\uff1f\u4e0b\u843d\u7406\u7531\u3068\u8cb7\u3044\u6642\u3092\u89e3\u8aac<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t<\/ol>\n\t<\/p>\n\n\n\n<a class=\"swell-rec-parts__more\" href=\"https:\/\/jioinc.jp\/investleaders\/category\/thorough\/\">\n    <span class=\"swell-rec-parts__doc-icon\" aria-hidden=\"true\"><\/span>\n    <span>\u3082\u3063\u3068\u95a2\u9023\u8a18\u4e8b\u3092\u8aad\u3080<\/span>\n    <span class=\"swell-rec-parts__more-arrow\" aria-hidden=\"true\"><\/span>\n  <\/a>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"1140\"><p><div class=\"p-adBox -normal -border-off\" data-id=\"12735\" data-ad=\"normal\"><div class=\"p-adBox__body\"><div class=\"p-adBox__img\"><div class=\"swell-block-button red_ is-style-btn_normal\"><a href=\"https:\/\/jioinc.jp\/investleaders\/lp05\/\" class=\"swell-block-button__link track-banner\" data-has-icon=\"1\" data-banner=\"article_b\" data-link-position=\"article_01\"><svg class=\"__icon\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" viewBox=\"0 0 48 48\"><path d=\"M25.2 24.7 46 9.5V9c0-1.1-.9-2-2-2H4c-1.1 0-2 .9-2 2v.5l20.8 15.1c.7.6 1.7.6 2.4.1z\"><\/path><path d=\"M22.8 29.6 2 14.5V38c0 1.7 1.3 3 3 3h38c1.7 0 3-1.3 3-3V14.5L25.2 29.6c-.7.5-1.7.5-2.4 0z\"><\/path><\/svg><span>\u6025\u9a30\u671f\u5f85\uff13\u9298\u67c4\u3092\u7121\u6599\u3067\u53d7\u3051\u53d6\u308b<\/span><\/a><\/div><\/div><\/div><\/div><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306fHBM\u3067\u6025\u6210\u9577\u3057\u305fAI\u30e1\u30e2\u30ea\u30fc\u5927\u624b<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/86f56b290f469dc393b06eaed3d660b7.jpg\" alt=\"SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306fHBM\u3067\u6025\u6210\u9577\u3057\u305fAI\u30e1\u30e2\u30ea\u30fc\u5927\u624b\" class=\"wp-image-16430\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/86f56b290f469dc393b06eaed3d660b7.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/86f56b290f469dc393b06eaed3d660b7-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/86f56b290f469dc393b06eaed3d660b7-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/86f56b290f469dc393b06eaed3d660b7-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u3001\u97d3\u56fd\u306b\u672c\u793e\u3092\u7f6e\u304f\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea\u30fc\u5927\u624b\u3067\u3059\u3002\u4e3b\u529b\u306eDRAM\u306b\u52a0\u3048\u3001NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u3084\u4f01\u696d\u5411\u3051SSD\u3082\u624b\u639b\u3051\u3066\u3044\u307e\u3059\u3002AI\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u3067\u306f\u3001GPU\u306e\u6027\u80fd\u3092\u5f15\u304d\u51fa\u3059HBM\u304c\u6025\u901f\u306b\u4f38\u3073\u3001\u540c\u793e\u306e\u53ce\u76ca\u69cb\u9020\u3092\u5909\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">25\u5e7412\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u306f97.1\u5146\u30a6\u30a9\u30f3\u3001\u55b6\u696d\u5229\u76ca\u306f47.2\u5146\u30a6\u30a9\u30f3\u307e\u3067\u62e1\u5927\u3057\u307e\u3057\u305f\u300223\u5e7412\u6708\u671f\u306e\u55b6\u696d\u8d64\u5b57\u304b\u30892\u5e74\u3067\u6025\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u73fe\u5728\u306e\u8a55\u4fa1\u306f\u3001\u5f93\u6765\u578b\u30e1\u30e2\u30ea\u30fc\u306e\u5e02\u6cc1\u3088\u308aHBM\u306e\u4f9b\u7d66\u529b\u306b\u5f37\u304f\u5de6\u53f3\u3055\u308c\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6c7a\u7b97\u671f<\/th><th>\u58f2\u4e0a\u9ad8<\/th><th>\u55b6\u696d\u5229\u76ca<\/th><th>\u7d14\u5229\u76ca<\/th><\/tr><\/thead><tbody><tr><td>21\u5e7412\u6708\u671f<\/td><td>43.0\u5146\u30a6\u30a9\u30f3<\/td><td>12.4\u5146\u30a6\u30a9\u30f3<\/td><td>9.6\u5146\u30a6\u30a9\u30f3<\/td><\/tr><tr><td>22\u5e7412\u6708\u671f<\/td><td>44.6\u5146\u30a6\u30a9\u30f3<\/td><td>7.0\u5146\u30a6\u30a9\u30f3<\/td><td>2.4\u5146\u30a6\u30a9\u30f3<\/td><\/tr><tr><td>23\u5e7412\u6708\u671f<\/td><td>32.8\u5146\u30a6\u30a9\u30f3<\/td><td>-7.7\u5146\u30a6\u30a9\u30f3<\/td><td>-9.1\u5146\u30a6\u30a9\u30f3<\/td><\/tr><tr><td>24\u5e7412\u6708\u671f<\/td><td>66.2\u5146\u30a6\u30a9\u30f3<\/td><td>23.5\u5146\u30a6\u30a9\u30f3<\/td><td>19.8\u5146\u30a6\u30a9\u30f3<\/td><\/tr><tr><td>25\u5e7412\u6708\u671f<\/td><td>97.1\u5146\u30a6\u30a9\u30f3<\/td><td>47.2\u5146\u30a6\u30a9\u30f3<\/td><td>42.9\u5146\u30a6\u30a9\u30f3<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u9023\u7d50\u696d\u7e3e\u63a8\u79fb\u3002\u5358\u4f4d\u672a\u6e80\u306f\u56db\u6368\u4e94\u5165\u3002K-IFRS\u3001\u540c\u793e\u6c7a\u7b97\u8cc7\u6599\u3092\u57fa\u306b\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u534a\u5c0e\u4f53\u306b\u6b20\u304b\u305b\u306a\u3044HBM\u304c\u53ce\u76ca\u69cb\u9020\u3092\u5909\u3048\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HBM\u306f\u3001\u8907\u6570\u306eDRAM\u30c1\u30c3\u30d7\u3092\u7e26\u306b\u7a4d\u307f\u91cd\u306d\u305f\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\u3067\u3059\u3002<\/strong>GPU\u306e\u8fd1\u304f\u3078\u914d\u7f6e\u3057\u3001\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u77ed\u6642\u9593\u3067\u53d7\u3051\u6e21\u3057\u307e\u3059\u3002\u751f\u6210AI\u3067\u306f\u3001\u6f14\u7b97\u901f\u5ea6\u3060\u3051\u3067\u306a\u304f\u30c7\u30fc\u30bf\u4f9b\u7d66\u306e\u901f\u3055\u3082\u51e6\u7406\u6027\u80fd\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reuters\u304c\u5831\u3058\u305f2025\u5e74\u306e\u63a8\u8a08\u3067\u306f\u3001\u540c\u793e\u306eHBM\u4e16\u754c\u30b7\u30a7\u30a2\u306f61%\u3067\u3057\u305f\u30022026\u5e741-3\u6708\u671f\u308258%\u3092\u78ba\u4fdd\u3057\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068\u30de\u30a4\u30af\u30ed\u30f3\u306e\u540421%\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u88fd\u9020\u96e3\u5ea6\u306e\u9ad8\u3044\u5148\u7aef\u54c1\u3078\u306e\u65e9\u671f\u6295\u8cc7\u304c\u53ce\u76ca\u69cb\u9020\u3092\u5909\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/news_2026semiconai\/\">[\u95a2\u9023]AI\u534a\u5c0e\u4f53\u30fbHBM\u9700\u8981\u4e88\u6e2c\uff5cWindows10\u7d42\u4e86\u3068AI PC\u306e2026\u5e74\u7279\u9700<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u3068\u306e\u8907\u6570\u5e74\u63d0\u643a\u304cHBM4\u306e\u958b\u767a\u3092\u652f\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f2026\u5e746\u6708\u3001NVIDIA\u3068\u6b21\u4e16\u4ee3\u30e1\u30e2\u30ea\u30fc\u306e\u5171\u540c\u958b\u767a\u3068\u4f9b\u7d66\u3092\u542b\u3080\u8907\u6570\u5e74\u63d0\u643a\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/strong>NVIDIA\u306e\u88fd\u54c1\u8a08\u753b\u306b\u6cbf\u3063\u3066\u4ed5\u69d8\u3092\u65e9\u671f\u306b\u8a70\u3081\u3089\u308c\u308b\u305f\u3081\u3001\u958b\u767a\u5f8c\u306b\u9867\u5ba2\u3092\u63a2\u3059\u3088\u308a\u9700\u8981\u306e\u78ba\u5ea6\u3092\u9ad8\u3081\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f\u6b21\u4e16\u4ee3AI\u57fa\u76e4\u306eVera Rubin\u5411\u3051\u306bHBM4\u3092\u4f9b\u7d66\u3057\u3001SK\u30b0\u30eb\u30fc\u30d7\u306eAI\u5de5\u5834\u306b\u3082\u5354\u529b\u3057\u307e\u3059\u3002\u9867\u5ba2\u3068\u306e\u8ddd\u96e2\u304c\u8fd1\u3044\u70b9\u306f\u5f37\u307f\u3067\u3059\u304c\u3001\u4f9d\u5b58\u5ea6\u304c\u9ad8\u307e\u308c\u3070NVIDIA\u306e\u8a2d\u8a08\u5909\u66f4\u3084\u51fa\u8377\u8a08\u753b\u3082\u696d\u7e3e\u3078\u97ff\u304d\u307e\u3059\u3002\u63d0\u643a\u306f\u5b89\u5b9a\u9700\u8981\u3068\u96c6\u4e2d\u30ea\u30b9\u30af\u3092\u4f75\u305b\u6301\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u55b6\u696d\u5229\u76ca557%\u5897\u3067\u3082\u5e02\u5834\u4e88\u60f3\u672a\u9054\u3067\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u305f<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/88accef4955df89fafb5b0bbd2bc5ca5.jpg\" alt=\"\u55b6\u696d\u5229\u76ca557%\u5897\u3067\u3082\u5e02\u5834\u4e88\u60f3\u672a\u9054\u3067\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u305f\" class=\"wp-image-16431\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/88accef4955df89fafb5b0bbd2bc5ca5.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/88accef4955df89fafb5b0bbd2bc5ca5-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/88accef4955df89fafb5b0bbd2bc5ca5-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/88accef4955df89fafb5b0bbd2bc5ca5-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e747\u670829\u65e5\u306b\u767a\u8868\u3057\u305f4-6\u6708\u671f\u6c7a\u7b97\u306f\u3001\u58f2\u4e0a\u9ad8\u3001\u55b6\u696d\u5229\u76ca\u3001\u5229\u76ca\u7387\u306e\u3059\u3079\u3066\u304c\u904e\u53bb\u6700\u9ad8\u3067\u3057\u305f\u3002\u305d\u308c\u3067\u3082\u97d3\u56fd\u666e\u901a\u682a\u306f\u767a\u8868\u5f8c\u306b\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306f\u5897\u76ca\u306e\u6709\u7121\u3067\u306f\u306a\u304f\u3001\u65e2\u306b\u682a\u4fa1\u3078\u7e54\u308a\u8fbc\u3093\u3060\u9ad8\u3044\u671f\u5f85\u3092\u8d85\u3048\u305f\u304b\u3067\u53cd\u5fdc\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\u306e\u4e00\u90e8\u51fa\u8377\u304c\u5f8c\u308d\u3078\u305a\u308c\u305f\u307b\u304b\u3001\u8ca9\u58f2\u4fa1\u683c\u306e\u4f38\u3073\u3082\u6295\u8cc7\u5bb6\u306e\u60f3\u5b9a\u307b\u3069\u5f37\u304f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u904e\u53bb\u6700\u9ad8\u76ca\u3067\u3082\u4e88\u60f3\u3092\u4e0b\u56de\u308c\u3070\u58f2\u3089\u308c\u308b\u70b9\u304c\u3001\u73fe\u5728\u306e\u682a\u4fa1\u6c34\u6e96\u306b\u542b\u307e\u308c\u308b\u671f\u5f85\u306e\u9ad8\u3055\u3092\u793a\u3057\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4-6\u6708\u671f\u306f\u58f2\u4e0a\u9ad879.3\u5146\u30a6\u30a9\u30f3\u3067\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026\u5e744-6\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u306f79.3\u5146\u30a6\u30a9\u30f3\u3067\u524d\u5e74\u540c\u671f\u6bd4257%\u5897\u3001\u55b6\u696d\u5229\u76ca\u306f60.5\u5146\u30a6\u30a9\u30f3\u3067557%\u5897\u3067\u3057\u305f\u3002<\/strong>\u55b6\u696d\u5229\u76ca\u7387\u306f76%\u306b\u9054\u3057\u30011-3\u6708\u671f\u306e72%\u304b\u3089\u3055\u3089\u306b\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002DRAM\u3068NAND\u306e\u8ca9\u58f2\u4fa1\u683c\u304c\u3068\u3082\u306b\u6539\u5584\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u91d1\u306f\u7d0488.0\u5146\u30a6\u30a9\u30f3\u3001\u8ca0\u50b5\u306f18.6\u5146\u30a6\u30a9\u30f3\u3067\u3001\u5dee\u3057\u5f15\u304d69.4\u5146\u30a6\u30a9\u30f3\u306e\u30cd\u30c3\u30c8\u30ad\u30e3\u30c3\u30b7\u30e5\u3067\u3059\u3002\u7a3c\u3044\u3060\u8cc7\u91d1\u3067\u5927\u578b\u6295\u8cc7\u3092\u9032\u3081\u3089\u308c\u308b\u8ca1\u52d9\u4f59\u529b\u304c\u3042\u308a\u307e\u3059\u3002\u58f2\u4e0a\u5897\u3060\u3051\u3067\u306a\u304f\u3001\u4fa1\u683c\u4e0a\u6607\u304c\u5229\u76ca\u3078\u5927\u304d\u304f\u53cd\u6620\u3055\u308c\u305f\u56db\u534a\u671f\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5e02\u5834\u4e88\u60f3\u3068\u306e\u7d043.5\u5146\u30a6\u30a9\u30f3\u5dee\u304c\u5931\u671b\u58f2\u308a\u3092\u62db\u3044\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reuters\u306b\u3088\u308b\u5e02\u5834\u4e88\u60f3\u306f\u55b6\u696d\u5229\u76ca\u7d0464\u5146\u30a6\u30a9\u30f3\u3067\u3001\u5b9f\u7e3e\u3068\u306e\u5dee\u306f\u7d043.5\u5146\u30a6\u30a9\u30f3\u3067\u3059\u3002<\/strong>\u524d\u5e74\u540c\u671f\u304b\u3089\u5927\u5e45\u306b\u4f38\u3073\u3066\u3082\u3001\u4e88\u60f3\u8d85\u904e\u3092\u898b\u8fbc\u3093\u3067\u8cb7\u308f\u308c\u3066\u3044\u305f\u682a\u4fa1\u306b\u306f\u7269\u8db3\u308a\u307e\u305b\u3093\u3002\u6c7a\u7b97\u5f53\u65e5\u306e\u97d3\u56fd\u666e\u901a\u682a\u306f\u4e00\u66429%\u8d85\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u90e8\u306e\u5148\u7aef\u88fd\u54c1\u3067\u51fa\u8377\u6642\u671f\u304c\u305a\u308c\u3001HBM\u306e\u4fa1\u683c\u4e0a\u6607\u3082\u7a4f\u3084\u304b\u3060\u3063\u305f\u70b9\u304c\u5dee\u306e\u4e3b\u56e0\u3067\u3059\u3002\u53d7\u6ce8\u6d88\u5931\u3067\u306f\u306a\u304f\u6642\u671f\u306e\u554f\u984c\u306a\u3089\u6b21\u56db\u534a\u671f\u3078\u56de\u53ce\u3067\u304d\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u51fa\u8377\u5ef6\u671f\u304c\u7d9a\u3051\u3070\u91cf\u7523\u80fd\u529b\u3084\u9867\u5ba2\u8a8d\u8a3c\u3078\u306e\u7591\u5ff5\u304c\u5f37\u307e\u308a\u3001\u8a55\u4fa1\u306f\u4e0b\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7d14\u5229\u76ca93.9\u5146\u30a6\u30a9\u30f3\u306b\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u95a2\u9023\u306e\u5229\u76ca\u304c\u542b\u307e\u308c\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4-6\u6708\u671f\u306e\u7d14\u5229\u76ca93.9\u5146\u30a6\u30a9\u30f3\u306b\u306f\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u682a\u306e\u58f2\u5374\u3084\u8a55\u4fa1\u306b\u4f34\u3046\u91d1\u878d\u640d\u76ca\u304c\u52a0\u308f\u3063\u3066\u3044\u307e\u3059\u3002<\/strong>\u3053\u306e\u305f\u3081\u3001\u55b6\u696d\u5229\u76ca\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u672c\u696d\u306e\u63a1\u7b97\u3092\u898b\u308b\u969b\u306f\u3001\u55b6\u696d\u5229\u76ca\u3068\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u512a\u5148\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f2026\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u309240\u5146\u30a6\u30a9\u30f3\u53f0\u5f8c\u534a\u3078\u5897\u3084\u3059\u65b9\u91dd\u3067\u3059\u300225\u5e74\u306e30.2\u5146\u30a6\u30a9\u30f3\u304b\u3089\u8ca0\u62c5\u304c\u5897\u3048\u307e\u3059\u300225\u5e74\u306f\u81ea\u5df1\u682a\u5f0f1,530\u4e07\u682a\u3092\u6d88\u5374\u3057\u3001\u5e74\u95933,000\u30a6\u30a9\u30f3\u3092\u914d\u5f53\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u306f\u6b21\u306e\u9084\u5143\u7b56\u3092\u5f85\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u97d3\u56fd\u682a\u3068ADR\u306e\u6025\u9a30\u5f8c\u8abf\u6574\u306f\u9700\u7d66\u306e\u5f71\u97ff\u304c\u5927\u304d\u3044<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/d03e4eb012d58038b38c0b24460bd1a4.jpg\" alt=\"\u97d3\u56fd\u682a\u3068ADR\u306e\u6025\u9a30\u5f8c\u8abf\u6574\u306f\u9700\u7d66\u306e\u5f71\u97ff\u304c\u5927\u304d\u3044\" class=\"wp-image-16432\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/d03e4eb012d58038b38c0b24460bd1a4.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/d03e4eb012d58038b38c0b24460bd1a4-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/d03e4eb012d58038b38c0b24460bd1a4-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/d03e4eb012d58038b38c0b24460bd1a4-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u97d3\u56fd\u666e\u901a\u682a\u306f2025\u5e74\u590f\u306e\u5b89\u5024\u304b\u3089\u7d041\u5e74\u306710\u500d\u3092\u8d85\u3048\u308b\u5834\u9762\u304c\u3042\u308a\u30012026\u5e746\u6708\u306b\u6700\u9ad8\u5024\u3092\u4ed8\u3051\u305f\u5f8c\u306f\u8abf\u6574\u3078\u8ee2\u3058\u307e\u3057\u305f\u30027\u6708\u4e0a\u5834\u306eADR\u3082\u3001\u516c\u52df\u76f4\u5f8c\u306e\u6025\u9a30\u3068\u6025\u843d\u3092\u7d4c\u9a13\u3057\u3066\u3044\u307e\u3059\u3002\u4e21\u8005\u306f\u540c\u3058\u4f1a\u793e\u3078\u6295\u8cc7\u3057\u307e\u3059\u304c\u3001\u53d6\u5f15\u5e02\u5834\u3068\u9700\u7d66\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e748\u67084\u65e5\u306e\u97d3\u56fd\u682a\u7d42\u5024\u306f157\u4e077,000\u30a6\u30a9\u30f3\u3001\u6642\u4fa1\u7dcf\u984d\u306f\u7d041,149\u5146\u30a6\u30a9\u30f3\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u4e8b\u696d\u4fa1\u5024\u306f\u97d3\u56fd\u682a\u3092\u57fa\u6e96\u306b\u78ba\u8a8d\u3057\u3001ADR\u56fa\u6709\u306e\u4e0a\u4e57\u305b\u4fa1\u683c\u3092\u5207\u308a\u5206\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5\u5e74\u3067\u666f\u6c17\u5faa\u74b0\u682a\u304b\u3089AI\u6210\u9577\u682a\u3078\u8a55\u4fa1\u304c\u5909\u308f\u3063\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8abf\u6574\u5f8c\u682a\u4fa1\u30d9\u30fc\u30b9\u306e\u5e74\u672b\u5024\u306f\u30012021\u5e74\u306e\u7d0412\u4e076,000\u30a6\u30a9\u30f3\u304b\u30892022\u5e74\u306b\u7d047\u4e073,000\u30a6\u30a9\u30f3\u3078\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u30e1\u30e2\u30ea\u30fc\u4e0d\u6cc1\u3067\u8d64\u5b57\u3068\u306a\u3063\u305f2023\u5e74\u306f\u7d0413\u4e079,000\u30a6\u30a9\u30f3\u3078\u623b\u308a\u30012024\u5e74\u672b\u306f\u7d0417\u4e072,000\u30a6\u30a9\u30f3\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u672b\u306b\u306f\u7d0465\u4e07\u30a6\u30a9\u30f3\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<strong>2026\u5e746\u670825\u65e5\u306e\u9ad8\u5024298\u4e077,000\u30a6\u30a9\u30f3\u304b\u3089\u30018\u67084\u65e5\u307e\u3067\u306b\u7d0447%\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002<\/strong>\u9577\u671f\u4e0a\u6607\u306f\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u6700\u9ad8\u5024\u304b\u3089\u306f\u660e\u78ba\u306a\u8abf\u6574\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sk_hynix_price_chart_20260807.jpg\" alt=\"SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e2026\u5e745\u670828\u65e5\u304b\u30898\u67087\u65e5\u307e\u3067\u306e\u682a\u4fa1\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-16437\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sk_hynix_price_chart_20260807.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sk_hynix_price_chart_20260807-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sk_hynix_price_chart_20260807-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">ADR\u306f194.80\u30c9\u30eb\u304b\u3089124.80\u30c9\u30eb\u3078\u7d0436%\u4e0b\u843d\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NASDAQ\u4e0a\u5834\u306eADR\u306f2026\u5e747\u6708\u306b1\u53e3149\u30c9\u30eb\u3067\u767a\u884c\u3055\u308c\u30017\u670814\u65e5\u306b194.80\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/strong>\u3057\u304b\u3057\u30017\u670829\u65e5\u306b\u306f124.80\u30c9\u30eb\u307e\u3067\u4e0b\u843d\u3057\u3001\u9ad8\u5024\u304b\u3089\u306e\u4e0b\u843d\u7387\u306f\u7d0436%\u3067\u3059\u3002\u9700\u8981\u306f\u52df\u96c6\u984d\u306e7\u500d\u3092\u8d85\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8\u67084\u65e5\u306e\u7d42\u5024\u306f154.38\u30c9\u30eb\u307e\u3067\u623b\u3057\u307e\u3057\u305f\u3002\u65b0\u682a1,779\u4e07\u682a\u76f8\u5f53\u3092\u767a\u884c\u3057\u3001\u7d04265\u5104\u30c9\u30eb\u3092\u8abf\u9054\u3057\u305f\u305f\u3081\u3001\u65e2\u5b58\u682a\u306b\u306f\u7d042%\u53f0\u306e\u5e0c\u8584\u5316\u304c\u751f\u3058\u307e\u3057\u305f\u3002\u4e0a\u5834\u304b\u30891\u30ab\u6708\u306b\u6e80\u305f\u305a\u3001\u77ed\u671f\u8cc7\u91d1\u3082\u5024\u5e45\u3092\u5e83\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/news_aibubble202607\/\">[\u95a2\u9023]AI\u30d0\u30d6\u30eb\u306f\u5d29\u58ca\u3057\u305f\u306e\u304b?2026\u5e747\u6708\u306e\u534a\u5c0e\u4f53\u682a\u4e0b\u843d\u3001\u5927\u8352\u308c\u76f8\u5834\u3092\u5206\u6790<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10ADR\u3068\u97d3\u56fd\u666e\u901a\u682a1\u682a\u306f\u540c\u4fa1\u5024\u3067\u3082\u4fa1\u683c\u5dee\u304c\u751f\u3058\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SKHY\u306f10ADR\u3067\u97d3\u56fd\u666e\u901a\u682a1\u682a\u3092\u8868\u3057\u307e\u3059\u3002<\/strong>\u7406\u8ad6\u4e0a\u306f\u97d3\u56fd\u682a\u4fa1\u3092\u7c73\u30c9\u30eb\u3078\u63db\u7b97\u3057\u300110\u3067\u5272\u3063\u305f\u4fa1\u683c\u304c\u57fa\u6e96\u3067\u3059\u3002\u5b9f\u969b\u306b\u306fADR\u306e\u65b0\u898f\u767a\u884c\u3084\u666e\u901a\u682a\u3078\u306e\u4ea4\u63db\u306b\u5236\u7d04\u304c\u3042\u308a\u3001\u7c73\u56fd\u5e02\u5834\u306e\u8cb7\u3044\u9700\u8981\u304c\u5f37\u3044\u6642\u306f\u57fa\u6e96\u4fa1\u683c\u3092\u4e0a\u56de\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53cd\u5bfe\u306b\u7c73\u56fd\u5074\u306e\u58f2\u308a\u304c\u5897\u3048\u308c\u3070\u3001\u97d3\u56fd\u682a\u3088\u308a\u5b89\u304f\u306a\u308b\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002\u70ba\u66ff\u5909\u52d5\u3082\u4fa1\u683c\u5dee\u3092\u52d5\u304b\u3057\u307e\u3059\u3002ADR\u3060\u3051\u306e\u30c1\u30e3\u30fc\u30c8\u3067\u306f\u5272\u5b89\u3068\u6c7a\u3081\u3089\u308c\u307e\u305b\u3093\u3002\u97d3\u56fd\u682a\u306e\u7d42\u5024\u3001\u30a6\u30a9\u30f3\u76f8\u5834\u3001\u4ea4\u63db\u6bd4\u7387\u3092\u540c\u3058\u6642\u70b9\u3067\u7167\u5408\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">PER6.91\u500d\u3067\u3082\u4e00\u6642\u5229\u76ca\u3092\u9664\u3051\u3070\u5272\u5b89\u3068\u306f\u9650\u3089\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026\u5e748\u67084\u65e5\u6642\u70b9\u306e\u97d3\u56fd\u666e\u901a\u682a\u306f\u3001\u5b9f\u7e3ePER6.91\u500d\u3001\u4e88\u60f3PER3.78\u500d\u3001\u5b9f\u7e3ePBR4.38\u500d\u3067\u3057\u305f\u3002<\/strong>\u914d\u5f53\u5229\u56de\u308a\u306f0.19%\u3067\u3059\u3002EV\u3092\u5229\u6255\u3044\u524d\u30fb\u7a0e\u5f15\u304d\u524d\u30fb\u6e1b\u4fa1\u511f\u5374\u524d\u5229\u76ca\u3067\u5272\u308bEV\/EBITDA\u306f7.53\u500d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PER\u304c\u4f4e\u3044\u4e3b\u56e0\u306f\u3001\u76f4\u8fd1\u7d14\u5229\u76ca\u3078\u30ad\u30aa\u30af\u30b7\u30a2\u95a2\u9023\u76ca\u304c\u52a0\u308f\u3063\u305f\u70b9\u3068\u3001\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u306e\u6025\u4e0a\u6607\u3067\u3059\u3002\u5e02\u6cc1\u30d4\u30fc\u30af\u306e\u5229\u76ca\u3092\u5206\u6bcd\u306b\u3059\u308b\u3068PER\u306f\u4f4e\u304f\u898b\u3048\u307e\u3059\u3002\u4e00\u65b9\u3001PBR\u306f4\u500d\u8d85\u3067\u904e\u53bb\u6570\u5e74\u3088\u308a\u9ad8\u304f\u3001\u6210\u9577\u671f\u5f85\u306f\u5341\u5206\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u682a\u4fa1\u306f\u4eca\u5f8c\u3069\u3046\u306a\u308b\uff1fHBM4\u91cf\u7523\u3068\u9577\u671f\u5951\u7d04\u304c\u7126\u70b9<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e82b29aa36df09d2d0b6ae6939b4ea0d.jpg\" alt=\"SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u682a\u4fa1\u306f\u4eca\u5f8c\u3069\u3046\u306a\u308b\uff1fHBM4\u91cf\u7523\u3068\u9577\u671f\u5951\u7d04\u304c\u7126\u70b9\" class=\"wp-image-16433\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e82b29aa36df09d2d0b6ae6939b4ea0d.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e82b29aa36df09d2d0b6ae6939b4ea0d-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e82b29aa36df09d2d0b6ae6939b4ea0d-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e82b29aa36df09d2d0b6ae6939b4ea0d-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u57fa\u672c\u898b\u901a\u3057\u306f\u3001AI\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u62e1\u5927\u304c\u58f2\u4e0a\u3092\u652f\u3048\u308b\u4e00\u65b9\u3001\u682a\u4fa1\u306f\u65e2\u306b\u9ad8\u3044\u6210\u9577\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u72b6\u614b\u3067\u3059\u3002WSTS\u306f2026\u5e74\u306e\u4e16\u754c\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u3092\u524d\u5e74\u6bd4250%\u5897\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001\u9700\u8981\u74b0\u5883\u306f\u8ffd\u3044\u98a8\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u9700\u8981\u4e88\u6e2c\u3060\u3051\u3067\u306f\u682a\u4fa1\u4e0a\u6607\u306e\u5341\u5206\u6761\u4ef6\u306b\u306a\u308a\u307e\u305b\u3093\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>HBM4\u306e\u51fa\u8377\u91cf\u3001\u5951\u7d04\u4fa1\u683c\u3001\u751f\u7523\u80fd\u529b\u306e3\u70b9\u304c\u540c\u6642\u306b\u4f38\u3073\u308b\u304b\u304c\u8a55\u4fa1\u306e\u5206\u5c90\u70b9\u3067\u3059\u3002<\/strong><\/span>\u56db\u534a\u671f\u6c7a\u7b97\u3067\u9806\u756a\u306b\u78ba\u8a8d\u3067\u304d\u308b\u6307\u6a19\u3067\u3059\u3002\u9700\u7d66\u3082\u8ffd\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2026\u5e74\u5f8c\u534a\u306eHBM4\u5897\u7523\u304c\u6b21\u306e\u5229\u76ca\u6210\u9577\u3092\u5de6\u53f3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u540c\u793e\u306f2026\u5e744-6\u6708\u671f\u306bHBM4\u306e\u91cf\u7523\u51fa\u8377\u3092\u59cb\u3081\u3001\u5f8c\u534a\u306b\u751f\u7523\u3092\u62e1\u5927\u3059\u308b\u8a08\u753b\u3067\u3059\u3002<\/strong>HBM4\u306f\u524d\u4e16\u4ee3\u3088\u308a\u5165\u51fa\u529b\u7aef\u5b50\u304c\u5897\u3048\u3001\u6027\u80fd\u3068\u96fb\u529b\u52b9\u7387\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u5f8c\u7d99\u306eHBM4E\u30822026\u5e74\u4e0a\u671f\u306b\u30b5\u30f3\u30d7\u30eb\u51fa\u8377\u3092\u59cb\u3081\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u56de\u4ee5\u964d\u306e\u6c7a\u7b97\u3067\u306f\u3001HBM\u58f2\u4e0a\u306e\u4f38\u3073\u3060\u3051\u3067\u306a\u304f\u3001\u51fa\u8377\u5ef6\u671f\u306e\u89e3\u6d88\u3068\u55b6\u696d\u5229\u76ca\u7387\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u91cf\u7523\u304c\u8a08\u753b\u901a\u308a\u9032\u307f\u3001\u5229\u76ca\u738770%\u53f0\u3092\u7dad\u6301\u3067\u304d\u308c\u3070\u8a55\u4fa1\u306f\u4e0a\u5411\u304d\u307e\u3059\u3002\u5ef6\u671f\u3068\u63a1\u7b97\u4f4e\u4e0b\u304c\u91cd\u306a\u308c\u3070\u6280\u8853\u512a\u4f4d\u3078\u306e\u7591\u5ff5\u304c\u5f37\u307e\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7d0410\u4ef6\u306e\u9577\u671f\u5951\u7d04\u304c\u30e1\u30e2\u30ea\u30fc\u5e02\u6cc1\u306e\u5909\u52d5\u3092\u6291\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u7d0410\u4ef6\u306e\u9577\u671f\u4f9b\u7d66\u5951\u7d04\u3092\u9867\u5ba2\u3068\u7d50\u3073\u3001\u4e00\u90e8\u306f5\u5e74\u5951\u7d04\u3067\u3059\u3002<\/strong>\u6700\u4f4e\u8cfc\u5165\u91cf\u3084\u4fa1\u683c\u5e2f\u3001\u91d1\u878d\u4fdd\u8a3c\u3092\u542b\u307f\u307e\u3059\u3002\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u30fc\u5e02\u6cc1\u3088\u308a\u53ce\u76ca\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u3084\u3059\u304f\u3057\u3001\u4f9b\u7d66\u4e0d\u8db3\u6642\u306e\u4fa1\u683c\u4ea4\u6e09\u529b\u3082\u7dad\u6301\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u56fa\u5b9a\u4fa1\u683c\u306e\u5951\u7d04\u306f\u5e02\u6cc1\u4e0a\u6607\u6642\u306b\u5024\u4e0a\u304c\u308a\u5e45\u3092\u6291\u3048\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u4f4e\u4fa1\u683c\u3001\u8cfc\u5165\u7fa9\u52d9\u3001\u4ed5\u69d8\u5909\u66f4\u6642\u306e\u8ca0\u62c5\u3082\u63a1\u7b97\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002\u6c7a\u7b97\u3067\u306f\u5951\u7d04\u4ef6\u6570\u3088\u308a\u3001HBM\u306e\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u3068\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u3092\u8ffd\u3044\u307e\u3059\u3002\u5e02\u6cc1\u60aa\u5316\u6642\u306e\u4e0b\u652f\u3048\u306b\u306a\u308b\u304b\u3082\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">M15X\u3068\u9f8d\u4ec1\u5de5\u5834\u306e\u7a3c\u50cd\u304c\u4f9b\u7d66\u4e0d\u8db3\u3092\u89e3\u304f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6e05\u5dde\u306eM15X\u306f\u91cf\u7523\u3092\u524d\u5012\u3057\u3057\u3001\u9f8d\u4ec1\u534a\u5c0e\u4f53\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u7b2c1\u5de5\u5834\u30822027\u5e74\u521d\u3081\u306e\u7a3c\u50cd\u3092\u76ee\u6307\u3057\u307e\u3059\u3002<\/strong>\u5f8c\u5de5\u7a0b\u3092\u62c5\u3046P&amp;T7\u3084NAND\u5411\u3051M17\u3082\u6bb5\u968e\u7684\u306b\u6574\u5099\u3057\u3001DRAM\u304b\u3089\u5b9f\u88c5\u307e\u3067\u4f9b\u7d66\u7db2\u3092\u5e83\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u5de5\u5834\u306f\u4e0d\u8db3\u89e3\u6d88\u3078\u5bc4\u4e0e\u3057\u307e\u3059\u304c\u3001\u88c5\u7f6e\u5c0e\u5165\u304b\u3089\u5b89\u5b9a\u91cf\u7523\u307e\u3067\u6642\u9593\u304c\u5fc5\u8981\u3067\u3059\u3002\u9700\u8981\u304c\u5f37\u3044\u9593\u306b\u7a3c\u50cd\u3059\u308c\u3070\u58f2\u4e0a\u6a5f\u4f1a\u3092\u5897\u3084\u305b\u307e\u3059\u3002\u5b8c\u6210\u6642\u306b\u5e02\u6cc1\u304c\u53cd\u8ee2\u3059\u308c\u3070\u3001\u6e1b\u4fa1\u511f\u5374\u8cbb\u3068\u5728\u5eab\u304c\u91cd\u304f\u306a\u308a\u307e\u3059\u3002\u7a3c\u50cd\u6642\u671f\u3068\u53d7\u6ce8\u306e\u91cd\u306a\u308a\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6c7a\u7b97\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u5024\u304c\u3055\u534a\u5c0e\u4f53\u682a\u3078\u6ce2\u53ca\u3059\u308b<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/62d0a5bd0aefb3f931f97949b4a67d2c.jpg\" alt=\"SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6c7a\u7b97\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u5024\u304c\u3055\u534a\u5c0e\u4f53\u682a\u3078\u6ce2\u53ca\u3059\u308b\" class=\"wp-image-16434\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/62d0a5bd0aefb3f931f97949b4a67d2c.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/62d0a5bd0aefb3f931f97949b4a67d2c-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/62d0a5bd0aefb3f931f97949b4a67d2c-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/62d0a5bd0aefb3f931f97949b4a67d2c-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6c7a\u7b97\u306f\u3001\u97d3\u56fd\u682a\u3060\u3051\u3067\u5b8c\u7d50\u3057\u307e\u305b\u3093\u3002\u65e5\u672c\u5e02\u5834\u3067\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u304c\u540c\u3058\u30e1\u30e2\u30ea\u30fc\u682a\u3068\u3057\u3066\u58f2\u8cb7\u3055\u308c\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3084\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u30c7\u30a3\u30b9\u30b3\u3082AI\u534a\u5c0e\u4f53\u6295\u8cc7\u306e\u65b9\u5411\u3092\u6620\u3059\u9298\u67c4\u3068\u3057\u3066\u53cd\u5fdc\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u30ad\u30aa\u30af\u30b7\u30a2\u306a\u3069\u30e1\u30e2\u30ea\u30fc\u682a\u306b\u306f\u77ed\u671f\u7684\u306a\u58f2\u308a\u304c\u6ce2\u53ca\u3057\u3084\u3059\u3044\u4e00\u65b9\u3001\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3092\u4e00\u5f8b\u3067\u5f31\u6c17\u306b\u898b\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong><\/span>\u540c\u3058\u65e5\u306b\u4e0b\u843d\u3057\u3066\u3082\u3001\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u3001\u8a2d\u5099\u6295\u8cc7\u3001\u65e5\u7d4c\u5e73\u5747\u306e\u6307\u6570\u9700\u7d66\u3067\u5f71\u97ff\u306f\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u65e5\u672c\u682a<\/th><th>\u4e3b\u306a\u6ce2\u53ca\u7d4c\u8def<\/th><th>\u78ba\u8a8d\u3057\u305f\u3044\u6307\u6a19<\/th><\/tr><\/thead><tbody><tr><td>\u30ad\u30aa\u30af\u30b7\u30a2HD(285A)<\/td><td>NAND\u4fa1\u683c\u3068\u540c\u696d\u682a\u306e\u8a55\u4fa1<\/td><td>NAND\u8ca9\u58f2\u4fa1\u683c\u3068\u5728\u5eab<\/td><\/tr><tr><td>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8(6857)<\/td><td>\u9ad8\u6027\u80fdDRAM\u306e\u30c6\u30b9\u30c8\u9700\u8981<\/td><td>\u30e1\u30e2\u30ea\u30fc\u30c6\u30b9\u30bf\u30fc\u58f2\u4e0a<\/td><\/tr><tr><td>\u30c7\u30a3\u30b9\u30b3(6146)<\/td><td>HBM\u306e\u8584\u5316\u30fb\u5207\u65ad\u5de5\u7a0b<\/td><td>\u88c5\u7f6e\u51fa\u8377\u984d\u3068\u7a3c\u50cd\u7387<\/td><\/tr><tr><td>\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3(8035)<\/td><td>\u30e1\u30e2\u30ea\u30fc\u8a2d\u5099\u6295\u8cc7<\/td><td>\u53d7\u6ce8\u3068\u9867\u5ba2\u6295\u8cc7\u8a08\u753b<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u304c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3078\u6ce2\u53ca\u3059\u308b\u4e3b\u306a\u7d4c\u8def<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u306fNAND\u4fa1\u683c\u3068\u540c\u696d\u682a\u306e\u9023\u308c\u5b89\u3092\u53d7\u3051\u3084\u3059\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6025\u843d\u5f8c\u306f\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u3078\u5229\u76ca\u78ba\u5b9a\u58f2\u308a\u304c\u6ce2\u53ca\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/strong>AI\u5411\u3051SSD\u3084NAND\u5e02\u6cc1\u306e\u56de\u5fa9\u3092\u5148\u56de\u308a\u3057\u3066\u8cb7\u308f\u308c\u305f\u5f8c\u307b\u3069\u3001\u540c\u696d\u682a\u306e\u4e0b\u843d\u304c\u58f2\u308b\u7406\u7531\u306b\u306a\u308a\u3084\u3059\u3044\u305f\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u4e3b\u529b\u306fNAND\u3068SSD\u3067\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6210\u9577\u3092\u3051\u3093\u5f15\u3059\u308bHBM\u3068\u306f\u88fd\u54c1\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u9023\u308c\u5b89\u3060\u3051\u3067\u696d\u7e3e\u60aa\u5316\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u3002NAND\u306e\u8ca9\u58f2\u4fa1\u683c\u3001\u51fa\u8377\u91cf\u3001\u5728\u5eab\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u81ea\u8eab\u306e\u5229\u76ca\u7387\u3092\u78ba\u304b\u3081\u3001\u88fd\u54c1\u69cb\u6210\u3092\u5206\u3051\u3066\u8aad\u307f\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/analysis_285a\/\">[\u95a2\u9023]\u30ad\u30aa\u30af\u30b7\u30a2\u682a\u4fa1(285A)\u306f\u3069\u3053\u307e\u3067\u4e0a\u304c\u308b\u304b\uff5c\u73fe\u5728\u5730\u3068\u4e0a\u6607\u4f59\u5730\u3092\u6574\u7406\r\n<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3068\u30c7\u30a3\u30b9\u30b3\u306fHBM\u6295\u8cc7\u7d99\u7d9a\u304c\u8ffd\u3044\u98a8\u306b\u306a\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u597d\u696d\u7e3e\u306f\u3001AI\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u304c\u307e\u3060\u5f37\u3044\u4e8b\u5b9f\u3082\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/strong>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u9ad8\u6027\u80fdDRAM\u5411\u3051\u30c6\u30b9\u30bf\u30fc\u3001\u30c7\u30a3\u30b9\u30b3\u306fHBM\u306e\u8584\u5316\u3084\u5207\u65ad\u306b\u4f7f\u3046\u7cbe\u5bc6\u52a0\u5de5\u88c5\u7f6e\u3092\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM4\u306e\u91cf\u7523\u3068\u8a2d\u5099\u6295\u8cc7\u304c\u7d9a\u3051\u3070\u3001\u691c\u67fb\u3084\u52a0\u5de5\u5de5\u7a0b\u306e\u9700\u8981\u3082\u5897\u3048\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u88c5\u7f6e\u682a\u306e\u58f2\u4e0a\u306f\u767a\u6ce8\u6642\u671f\u3067\u632f\u308c\u308b\u305f\u3081\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u8a2d\u5099\u6295\u8cc7\u7dcf\u984d\u3060\u3051\u3067\u306f\u8db3\u308a\u307e\u305b\u3093\u3002\u5404\u793e\u306e\u53d7\u6ce8\u3001\u51fa\u8377\u984d\u3001\u5229\u76ca\u7387\u3092\u56db\u534a\u671f\u3054\u3068\u306e\u6c7a\u7b97\u8cc7\u6599\u3067\u78ba\u304b\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306a\u3069\u5024\u304c\u3055\u682a\u306f\u65e5\u7d4c\u5e73\u5747\u3082\u52d5\u304b\u3059<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c\u6025\u843d\u3057\u305f\u65e5\u306f\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3084\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306b\u3082\u58f2\u308a\u304c\u5e83\u304c\u308a\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/strong>\u5024\u304c\u3055\u534a\u5c0e\u4f53\u682a\u306f\u65e5\u7d4c\u5e73\u5747\u3078\u306e\u5f71\u97ff\u304c\u5927\u304d\u304f\u3001\u5148\u7269\u3084\u6307\u6570\u9023\u52d5\u306e\u58f2\u8cb7\u3082\u4e0b\u843d\u3092\u5897\u5e45\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5024\u52d5\u304d\u306b\u306f\u696d\u7e3e\u61f8\u5ff5\u3060\u3051\u3067\u306a\u304f\u3001\u534a\u5c0e\u4f53\u682a\u3092\u307e\u3068\u3081\u3066\u6e1b\u3089\u3059\u8cc7\u91d1\u79fb\u52d5\u3082\u542b\u307e\u308c\u307e\u3059\u3002\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f\u30e1\u30e2\u30ea\u30fc\u8a2d\u5099\u6295\u8cc7\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u691c\u67fb\u9700\u8981\u304c\u5225\u3005\u306b\u696d\u7e3e\u3078\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u682a\u4fa1\u9023\u52d5\u3060\u3051\u3067\u540c\u3058\u7d50\u8ad6\u3092\u5f53\u3066\u306f\u3081\u305a\u3001\u500b\u5225\u306e\u53d7\u6ce8\u3092\u898b\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u7af6\u5408\u306e\u5897\u7523\u3068\u5de8\u984d\u6295\u8cc7\u304cHBM\u306e\u9ad8\u5229\u76ca\u7387\u3092\u5d29\u3057\u5f97\u308b<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c129d2009fea1edbb6912690027992c3.jpg\" alt=\"\u7af6\u5408\u306e\u5897\u7523\u3068\u5de8\u984d\u6295\u8cc7\u304cHBM\u306e\u9ad8\u5229\u76ca\u7387\u3092\u5d29\u3057\u5f97\u308b\" class=\"wp-image-16435\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c129d2009fea1edbb6912690027992c3.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c129d2009fea1edbb6912690027992c3-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c129d2009fea1edbb6912690027992c3-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c129d2009fea1edbb6912690027992c3-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\u5e02\u5834\u306f\u9ad8\u6210\u9577\u3067\u3082\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3060\u3051\u304c\u6069\u6075\u3092\u5f97\u308b\u5e02\u5834\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068\u30de\u30a4\u30af\u30ed\u30f3\u306f\u6b21\u4e16\u4ee3\u54c1\u306e\u91cf\u7523\u3092\u6025\u304e\u3001\u4e2d\u56fdCXMT\u3082DRAM\u751f\u7523\u80fd\u529b\u306e\u62e1\u5927\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002\u4f9b\u7d66\u5897\u306f\u4fa1\u683c\u3068\u30b7\u30a7\u30a2\u306e\u4e21\u9762\u3078\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u6295\u8cc7\u306e\u6e1b\u901f\u3001\u7af6\u5408\u306e\u9867\u5ba2\u8a8d\u8a3c\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u56de\u53ce\u9045\u308c\u304c\u91cd\u306a\u308b\u3068\u3001\u73fe\u5728\u306e\u9ad8\u3044\u5229\u76ca\u7387\u306f\u7dad\u6301\u3067\u304d\u307e\u305b\u3093\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u682a\u4fa1\u306e\u6700\u5927\u30ea\u30b9\u30af\u306f\u9700\u8981\u6d88\u5931\u3088\u308a\u3001\u4f9b\u7d66\u5897\u52a0\u3067\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u306e\u4e0a\u6607\u304c\u6b62\u307e\u308b\u5c55\u958b\u3067\u3059\u3002<\/strong><\/span>DRAM\u3068NAND\u306e\u8ca9\u58f2\u4fa1\u683c\u3001\u5728\u5eab\u3001\u5229\u76ca\u7387\u3092\u56db\u534a\u671f\u3054\u3068\u306b\u8ffd\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068\u30de\u30a4\u30af\u30ed\u30f3\u306eHBM4\u8a8d\u8a3c\u304c\u7af6\u4e89\u3092\u5909\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068\u30de\u30a4\u30af\u30ed\u30f3\u3082HBM4\u3078\u6295\u8cc7\u3057\u3001\u4e3b\u8981\u9867\u5ba2\u306e\u8a8d\u8a3c\u53d6\u5f97\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/strong>\u7af6\u5408\u54c1\u304c\u91cf\u7523\u3078\u5165\u308c\u3070\u3001\u9867\u5ba2\u306f\u4f9b\u7d66\u5143\u3092\u5206\u6563\u3067\u304d\u307e\u3059\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u9ad8\u3044\u30b7\u30a7\u30a2\u306f\u4fa1\u683c\u4ea4\u6e09\u529b\u306e\u6e90\u6cc9\u3067\u3059\u304c\u3001\u72ec\u5360\u306b\u8fd1\u3044\u72b6\u614b\u306f\u9577\u304f\u7d9a\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fdCXMT\u306e\u5897\u7523\u306f\u5148\u7aefHBM\u3088\u308a\u6c4e\u7528DRAM\u3078\u5148\u306b\u5f71\u97ff\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6c4e\u7528\u54c1\u306e\u4fa1\u683c\u304c\u4e0b\u304c\u308c\u3070\u3001HBM\u3067\u7a3c\u3044\u3067\u3082\u5168\u793e\u5229\u76ca\u306f\u5727\u8feb\u3055\u308c\u307e\u3059\u3002HBM\u30b7\u30a7\u30a2\u3060\u3051\u3067\u306a\u304f\u3001DRAM\u5168\u4f53\u306e\u8ca9\u58f2\u4fa1\u683c\u3068\u5728\u5eab\u65e5\u6570\u3082\u78ba\u8a8d\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u6295\u8cc7\u3068\u5de8\u984d\u8a2d\u5099\u6295\u8cc7\u306e\u305a\u308c\u304c\u5229\u76ca\u7387\u3092\u5727\u8feb\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HBM\u9700\u8981\u306f\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306b\u4f9d\u5b58\u3057\u307e\u3059\u3002<\/strong>\u540c\u793e\u306f2026\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u309240\u5146\u30a6\u30a9\u30f3\u53f0\u5f8c\u534a\u3078\u5897\u3084\u3057\u3001ASML\u304b\u3089\u7d0411.95\u5146\u30a6\u30a9\u30f3\u306eEUV\u9732\u5149\u88c5\u7f6e\u3092\u8cfc\u5165\u3057\u307e\u3059\u3002\u751f\u7523\u80fd\u529b\u306e\u62e1\u5927\u3078\u73fe\u91d1\u652f\u51fa\u304c\u5148\u884c\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u529b\u4e0d\u8db3\u3084\u5efa\u8a2d\u9045\u5ef6\u3067AI\u30b5\u30fc\u30d0\u30fc\u306e\u7a3c\u50cd\u304c\u9045\u308c\u308c\u3070\u3001\u30e1\u30e2\u30ea\u30fc\u306e\u53d7\u6ce8\u6642\u671f\u3082\u5f8c\u308d\u3078\u305a\u308c\u307e\u3059\u3002\u5b8c\u6210\u6642\u306b\u5e02\u6cc1\u304c\u53cd\u8ee2\u3059\u308b\u3068\u3001\u6e1b\u4fa1\u511f\u5374\u8cbb\u3068\u5728\u5eab\u304c\u5229\u76ca\u3092\u5727\u8feb\u3057\u307e\u3059\u3002\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304c\u8a2d\u5099\u6295\u8cc7\u3092\u4e0a\u56de\u308b\u304b\u3092\u78ba\u304b\u3081\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/semiconductor_toushi\/\">[\u95a2\u9023]\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u306e\u672c\u547d\u682a\uff5cAI\u30fb\u30c0\u30a4\u30e4\u30e2\u30f3\u30c9\u30fb\u56fd\u7523\u5316\u30c6\u30fc\u30de\u3092\u5fb9\u5e95\u89e3\u8aac<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u65e5\u672c\u304b\u3089\u306fNASDAQ\u306eSKHY\u3092\u8cb7\u3046\u65b9\u6cd5\u304c\u73fe\u5b9f\u7684<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e64f4412df5694824bc64524c05b9fe2.jpg\" alt=\"\u65e5\u672c\u304b\u3089\u306fNASDAQ\u306eSKHY\u3092\u8cb7\u3046\u65b9\u6cd5\u304c\u73fe\u5b9f\u7684\" class=\"wp-image-16436\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e64f4412df5694824bc64524c05b9fe2.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e64f4412df5694824bc64524c05b9fe2-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e64f4412df5694824bc64524c05b9fe2-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e64f4412df5694824bc64524c05b9fe2-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3078\u6295\u8cc7\u3059\u308b\u65b9\u6cd5\u306f\u3001\u97d3\u56fd\u53d6\u5f15\u6240\u306e\u666e\u901a\u682a\u3068NASDAQ\u306eADR\u306b\u5206\u304b\u308c\u307e\u3059\u3002\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u306f\u3001\u7c73\u56fd\u682a\u53e3\u5ea7\u304b\u3089\u30c6\u30a3\u30c3\u30ab\u30fcSKHY\u3092\u8cb7\u3046\u7d4c\u8def\u304c\u5206\u304b\u308a\u3084\u3059\u3044\u9078\u629e\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u3059\u3079\u3066\u306e\u56fd\u5185\u8a3c\u5238\u4f1a\u793e\u304c\u53d6\u308a\u6271\u3046\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e748\u6708\u6642\u70b9\u3067\u306f\u3001SBI\u8a3c\u5238\u3068moomoo\u8a3c\u5238\u3067SKHY\u306e\u53d6\u6271\u72b6\u6cc1\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u6ce8\u6587\u524d\u306b\u70ba\u66ff\u624b\u6570\u6599\u3001ADR\u7ba1\u7406\u624b\u6570\u6599\u3001\u97d3\u56fd\u682a\u3068\u306e\u4fa1\u683c\u5dee\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/strong><\/span>\u6307\u5024\u6ce8\u6587\u3082\u6709\u52b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">SKHY\u306f\u7c73\u56fd\u682a\u53e3\u5ea7\u3067\u8cb7\u3048\u308b\u304c\u97d3\u56fd\u682a\u3068\u306e\u4fa1\u683c\u5dee\u306b\u6ce8\u610f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SKHY\u306f\u7c73\u56fd\u682a\u53e3\u5ea7\u304b\u3089\u5186\u8ca8\u307e\u305f\u306f\u7c73\u30c9\u30eb\u3067\u8cfc\u5165\u3067\u304d\u307e\u3059\u3002<\/strong>\u97d3\u56fd\u666e\u901a\u682a\u306e\u30c6\u30a3\u30c3\u30ab\u30fc\u306f000660\u3067\u3001\u30a6\u30a9\u30f3\u5efa\u3066\u3067\u3059\u3002\u53d6\u5f15\u6642\u9593\u3001\u70ba\u66ff\u3001\u7a0e\u52d9\u3001\u6d41\u52d5\u6027\u3001ADR\u7ba1\u7406\u624b\u6570\u6599\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u97d3\u56fd\u682a1\u682a\u306e\u7c73\u30c9\u30eb\u63db\u7b97\u984d\u309210\u3067\u5272\u308a\u3001SKHY\u306e\u4fa1\u683c\u3068\u7167\u5408\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5dee\u304c\u5927\u304d\u3044\u6642\u306f\u3001\u696d\u7e3e\u304c\u540c\u3058\u3067\u3082ADR\u5074\u3060\u3051\u8abf\u6574\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u7c73\u56fd\u4e0a\u5834\u306b\u3088\u308b\u8cb7\u3044\u3084\u3059\u3055\u3078\u9ad8\u3044\u4e0a\u4e57\u305b\u4fa1\u683c\u3092\u6255\u3063\u3066\u3044\u306a\u3044\u304b\u3001\u51fa\u6765\u9ad8\u3068\u4f75\u305b\u3066\u5fc5\u305a\u78ba\u304b\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff5cSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u6025\u843d\u306fAI\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u306e\u7d42\u308f\u308a\u3067\u306f\u306a\u3044<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306fHBM\u3067\u5148\u884c\u3057\u3001AI\u30e1\u30e2\u30ea\u30fc\u306e\u4e2d\u6838\u4f01\u696d\u3068\u3057\u3066\u4e2d\u9577\u671f\u306e\u6210\u9577\u4f59\u5730\u3092\u6b8b\u3057\u3066\u3044\u307e\u3059\u3002NVIDIA\u5411\u3051\u3092\u4e2d\u5fc3\u3068\u3057\u305fAI\u30b5\u30fc\u30d0\u30fc\u9700\u8981\u3082\u5f37\u304f\u3001\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u30fc\u5e02\u6cc1\u682a\u3068\u306f\u7570\u306a\u308b\u8a55\u4fa1\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u4eca\u56de\u306e\u6025\u843d\u306f\u696d\u7e3e\u60aa\u5316\u3067\u306f\u306a\u304f\u3001\u9ad8\u3044\u671f\u5f85\u3092\u5148\u306b\u7e54\u308a\u8fbc\u3093\u3060\u682a\u4fa1\u306e\u8abf\u6574\u3067\u3059\u3002<\/strong><\/span>\u904e\u53bb\u6700\u9ad8\u76ca\u3067\u3082\u5e02\u5834\u4e88\u60f3\u3092\u4e0b\u56de\u308c\u3070\u58f2\u3089\u308c\u308b\u305f\u3081\u3001\u826f\u3044\u6c7a\u7b97\u3060\u3051\u3067\u306f\u682a\u4fa1\u3092\u62bc\u3057\u4e0a\u3052\u306b\u304f\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p 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class=\"photo\"><\/a><\/p><div class=\"weiter-text\">\n\t\t    <p class=\"weiter-name\"><a href=\"https:\/\/jioinc.jp\/investleaders\/editorial_department\/jiodesk\/\">\u65e5\u672c\u6295\u8cc7\u6a5f\u69cb\u3000\u7de8\u96c6\u90e8<\/a><\/p><p class=\"weiter-prof01\">\u65e5\u672c\u6295\u8cc7\u6a5f\u69cb\u682a\u5f0f\u4f1a\u793e<\/p>\n\t\t<\/div><div class=\"weiter-profbox\">\n\t\t    <div class=\"weiter-prof02\">\n\t\t      <p class=\"weiter-proftext\">INVEST 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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u97d3\u56fd\u666e\u901a\u682a\u306f\u30012026\u5e746\u6708\u306e\u9ad8\u5024\u304b\u3089\u5927\u304d\u304f\u8abf\u6574\u3057\u305f\u4e00\u65b9\u30017\u6708\u306b\u4e0a\u5834\u3057\u305f\u7c73\u56fdADR\u3082\u77ed\u671f\u9593\u3067\u4e71\u9ad8\u4e0b\u3057\u307e\u3057\u305f\u3002\u597d\u6c7a\u7b97\u3067\u3082\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u80cc\u666f\u306b\u306f\u3001HBM\u3078\u306e\u9ad8\u3044\u671f\u5f85\u3068\u65b0\u898f\u4e0a\u5834\u76f4\u5f8c\u306e\u9700\u7d66\u304c\u3042\u308a\u307e\u3059\u3002 \u4eca\u5f8c\u306f\u3001 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