{"id":16152,"date":"2026-08-11T10:00:00","date_gmt":"2026-08-11T01:00:00","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=16152"},"modified":"2026-08-10T11:46:53","modified_gmt":"2026-08-10T02:46:53","slug":"analysis_sndk","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/analysis_sndk\/","title":{"rendered":"AI\u76f8\u5834\u3067\u6025\u9a30\u3057\u305f\u30b5\u30f3\u30c7\u30a3\u30b9\u30af(SNDK)\uff5c\u682a\u4fa1\u8abf\u6574\u306f\u8cb7\u3044\u5834\u304b\uff1f\u65e5\u672c\u682a\u3078\u306e\u6ce2\u53ca\u3082\u691c\u8a3c"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af(SNDK)\u306f\u30012025\u5e742\u6708\u306e\u518d\u4e0a\u5834\u5f8c\u306b50\u30c9\u30eb\u524d\u5f8c\u304b\u30892,000\u30c9\u30eb\u3092\u8d85\u3048\u308b\u307e\u3067\u6025\u9a30\u3057\u307e\u3057\u305f\u30022026\u5e748\u67085\u65e5\u306b\u767a\u8868\u3057\u305fFY2026 Q4\u306f\u904e\u53bb\u6700\u9ad8\u76ca\u3068\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u7fcc6\u65e5\u306e\u682a\u4fa1\u306f\u7d0413%\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002AI\u9700\u8981\u3067\u696d\u7e3e\u306f\u6025\u56de\u5fa9\u3057\u305f\u4e00\u65b9\u3001\u682a\u4fa1\u306b\u306f\u9ad8\u3044\u5229\u76ca\u7387\u306e\u7d99\u7d9a\u304c\u7e54\u308a\u8fbc\u307e\u308c\u307e\u3057\u305f\u3002\u9ad8\u5024\u304b\u3089\u534a\u5024\u8fd1\u304f\u4e0b\u304c\u3063\u305f\u73fe\u5728\u3092\u3069\u3046\u6349\u3048\u308b\u304b\u3001\u6700\u65b0\u6c7a\u7b97\u3001NAND\u9700\u7d66\u3001\u8a55\u4fa1\u500d\u7387\u306b\u52a0\u3048\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306a\u3069\u65e5\u672c\u682a\u3078\u306e\u5f71\u97ff\u3082\u691c\u8a3c\u3057\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=\"12734\" 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\/lp01\/\" class=\"swell-block-button__link track-banner\" data-has-icon=\"1\" data-banner=\"article_a\" 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\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306fNAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306b\u7279\u5316\u3057\u305f\u7c73\u56fd\u4f01\u696d<\/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\/b45ca1678985deb18f3ed3f0f4fb7a8a.jpg\" alt=\"\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306fNAND\u30d5\u30e9\u30c3\u30b7\u30e5\u306b\u7279\u5316\u3057\u305f\u7c73\u56fd\u4f01\u696d\" class=\"wp-image-16449\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b45ca1678985deb18f3ed3f0f4fb7a8a.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b45ca1678985deb18f3ed3f0f4fb7a8a-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b45ca1678985deb18f3ed3f0f4fb7a8a-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b45ca1678985deb18f3ed3f0f4fb7a8a-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f\u3001\u96fb\u6e90\u3092\u5207\u3063\u3066\u3082\u30c7\u30fc\u30bf\u304c\u6b8b\u308bNAND\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u3092\u624b\u639b\u3051\u308b\u7c73\u56fd\u4f01\u696d\u3067\u3059\u30022025\u5e74\u306bWestern Digital\u304b\u3089\u5206\u96e2\u3057\u305f\u305f\u3081\u3001\u65b0\u4f1a\u793e\u3068\u3057\u3066\u306e\u682a\u4fa1\u5c65\u6b74\u306f\u307e\u30601\u5e74\u534a\u307b\u3069\u3057\u304b\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u30d6\u30e9\u30f3\u30c9\u306e\u6b74\u53f2\u306f\u9577\u304f\u3001\u500b\u4eba\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u30ab\u30fc\u30c9\u304b\u3089AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528SSD\u307e\u3067\u6271\u3044\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u73fe\u5728\u306e\u4f01\u696d\u4fa1\u5024\u3092\u8003\u3048\u308b\u969b\u306f\u3001\u6d88\u8cbb\u8005\u5411\u3051\u30d6\u30e9\u30f3\u30c9\u3067\u306f\u306a\u304f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051NAND\u306e\u53ce\u76ca\u529b\u304c\u4e2d\u5fc3\u3067\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Western Digital\u304b\u3089\u5206\u96e2\u3057\u30662025\u5e742\u6708\u306b\u518d\u4e0a\u5834<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Western Digital\u306fHDD\u3068\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u3092\u5206\u96e2\u3057\u30012025\u5e742\u670821\u65e5\u306b\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3092\u72ec\u7acb\u3055\u305b\u307e\u3057\u305f\u3002\u682a\u5f0f\u306f\u540c\u670824\u65e5\u304b\u3089NASDAQ\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5206\u96e2\u524d\u306e\u8ca1\u52d9\u8af8\u8868\u306fWestern Digital\u306e\u4e8b\u696d\u3092\u5207\u308a\u51fa\u3057\u305f\u30ab\u30fc\u30d6\u30a2\u30a6\u30c8\u6570\u5024\u3067\u3001\u73fe\u5728\u306e\u8cc7\u672c\u69cb\u6210\u3068\u5b8c\u5168\u306b\u306f\u4e00\u81f4\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u9577\u671f\u30c1\u30e3\u30fc\u30c8\u3092\u65e7\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u682a\u3084Western Digital\u682a\u3078\u6a5f\u68b0\u7684\u306b\u3064\u306a\u3052\u306a\u3044\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/strong><\/span>SEC\u306e\u5206\u96e2\u8cc7\u6599\u3067\u3082\u4e21\u793e\u306f\u72ec\u7acb\u4f01\u696d\u3068\u3057\u3066\u6271\u308f\u308c\u3066\u3044\u307e\u3059\u3002(\u51fa\u5178:FY2025 Form 10-K)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304b\u3089SD\u30ab\u30fc\u30c9\u307e\u30673\u5e02\u5834\u3078\u5c55\u958b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u58f2\u4e0a\u9ad8\u306fDatacenter\u3001Edge\u3001Consumer\u306e3\u5e02\u5834\u306b\u5206\u3051\u3066\u958b\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002Datacenter\u306f\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u5411\u3051SSD\u3001Edge\u306fPC\u3084\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u8eca\u8f09\u6a5f\u5668\u5411\u3051\u3001Consumer\u306fSD\u30ab\u30fc\u30c9\u3084USB\u30e1\u30e2\u30ea\u30fc\u306a\u3069\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u3053\u306e3\u533a\u5206\u306f\u72ec\u7acb\u3057\u305f\u5831\u544a\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u88fd\u9020\u6280\u8853\u3092\u5171\u6709\u3059\u308b\u305f\u3081\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u9ad8\u63a1\u7b97\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u88fd\u54c1\u3078\u751f\u7523\u3092\u632f\u308a\u5411\u3051\u3089\u308c\u308b\u304b\u304c\u5168\u793e\u5229\u76ca\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/strong><\/span>Consumer\u306e\u5897\u53ce\u3060\u3051\u3067AI\u6210\u9577\u3068\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u682a\u4fa1\u6025\u9a30\u306e\u539f\u52d5\u529b\u306fAI\u9700\u8981\u3068\u53ce\u76ca\u6027\u306e\u6539\u5584<\/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\/7688066f310a4775457a6456988526fc.jpg\" alt=\"\u682a\u4fa1\u6025\u9a30\u306e\u539f\u52d5\u529b\u306fAI\u9700\u8981\u3068\u53ce\u76ca\u6027\u306e\u6539\u5584\" class=\"wp-image-16450\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7688066f310a4775457a6456988526fc.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7688066f310a4775457a6456988526fc-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7688066f310a4775457a6456988526fc-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7688066f310a4775457a6456988526fc-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">FY2025\u306e\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f\u58f2\u4e0a\u9ad873.55\u5104\u30c9\u30eb\u3001\u55b6\u696d\u640d\u593113.77\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002FY2026\u306fAI\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u9700\u8981\u3068NAND\u4fa1\u683c\u306e\u4e0a\u6607\u304c\u91cd\u306a\u308a\u3001Q1\u304b\u3089Q3\u307e\u3067\u306e\u55b6\u696d\u5229\u76ca\u306f53.52\u5104\u30c9\u30eb\u3078\u6025\u5897\u3002Q4\u306f\u58f2\u4e0a\u9ad889.7\u5104\u30c9\u30eb\u3001GAAP\u7d14\u5229\u76ca\u7d0469\u5104\u30c9\u30eb\u3092\u8a08\u4e0a\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5358\u306a\u308b\u58f2\u4e0a\u6210\u9577\u3067\u306f\u306a\u304f\u3001\u8ca9\u58f2\u5358\u4fa1\u3068\u88fd\u54c1\u69cb\u6210\u304c\u540c\u6642\u306b\u6539\u5584\u3057\u305f\u70b9\u304c\u6025\u56de\u5fa9\u306e\u6838\u5fc3\u3067\u3059\u3002<strong>\u8d64\u5b57\u306e\u7e2e\u5c0f\u3067\u306f\u306a\u304f\u3001\u5229\u76ca\u6c34\u6e96\u305d\u306e\u3082\u306e\u304c\u5909\u308f\u308a\u307e\u3057\u305f\u3002<\/strong><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u682a\u4fa1\u304c\u518d\u8a55\u4fa1\u3055\u308c\u305f\u6700\u5927\u306e\u7406\u7531\u306f\u3001\u8d64\u5b57\u4f01\u696d\u304c\u77ed\u671f\u9593\u3067\u9ad8\u53ce\u76ca\u4f01\u696d\u3078\u5909\u308f\u3063\u305f\u70b9\u306b\u3042\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u682a\u5f0f\u9700\u7d66\u3067\u306f\u30012026\u5e744\u670820\u65e5\u306eNasdaq-100\u63a1\u7528\u3082\u8ffd\u3044\u98a8\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u6307\u6570\u9023\u52d5\u8cc7\u91d1\u306e\u8cb7\u3044\u304c\u898b\u8fbc\u3081\u308b\u4e00\u65b9\u3001\u63a1\u7528\u81ea\u4f53\u304c\u5229\u76ca\u3092\u5897\u3084\u3059\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002(\u51fa\u5178:Nasdaq\u767a\u8868)<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u671f\u9593<\/th><th>\u58f2\u4e0a\u9ad8<\/th><th>\u55b6\u696d\u640d\u76ca<\/th><th>\u7d14\u640d\u76ca<\/th><\/tr><\/thead><tbody><tr><td>FY2023<\/td><td>60.86\u5104\u30c9\u30eb<\/td><td>-20.35\u5104\u30c9\u30eb<\/td><td>-21.43\u5104\u30c9\u30eb<\/td><\/tr><tr><td>FY2024<\/td><td>66.63\u5104\u30c9\u30eb<\/td><td>-4.68\u5104\u30c9\u30eb<\/td><td>-6.72\u5104\u30c9\u30eb<\/td><\/tr><tr><td>FY2025<\/td><td>73.55\u5104\u30c9\u30eb<\/td><td>-13.77\u5104\u30c9\u30eb<\/td><td>-16.41\u5104\u30c9\u30eb<\/td><\/tr><tr><td>FY2026 Q1\u301cQ3<\/td><td>112.83\u5104\u30c9\u30eb<\/td><td>53.52\u5104\u30c9\u30eb<\/td><td>45.30\u5104\u30c9\u30eb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(\u51fa\u5178:FY2025 Form 10-K\u3001FY2026 Q3 Form 10-Q)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306fQ4\u306b29.8\u5104\u30c9\u30eb\u307e\u3067\u62e1\u5927<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FY2026 Q4\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306f29.8\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001Q3\u306e14.67\u5104\u30c9\u30eb\u304b\u3089\u7d042\u500d\u3078\u5897\u3048\u307e\u3057\u305f\u3002\u5168\u793e\u58f2\u4e0a\u9ad889.7\u5104\u30c9\u30eb\u306e\u7d043\u5206\u306e1\u3092\u5360\u3081\u307e\u3059\u3002Edge\u308254.3\u5104\u30c9\u30eb\u3078\u4f38\u3073\u305f\u4e00\u65b9\u3001Consumer\u306f5.56\u5104\u30c9\u30eb\u3078\u7e2e\u5c0f\u3057\u307e\u3057\u305f\u3002<strong>\u4f01\u696d\u5411\u3051SSD\u3092\u542b\u3080\u9ad8\u63a1\u7b97\u5206\u91ce\u3078\u306e\u69cb\u6210\u5909\u5316\u304c\u3001\u5168\u793e\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>AI\u5411\u3051\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u306f\u671f\u5f85\u3060\u3051\u3067\u306a\u304f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306e\u6570\u91cf\u3068\u69cb\u6210\u3078\u8868\u308c\u59cb\u3081\u307e\u3057\u305f\u3002<\/strong><\/span>\u4eca\u5f8c\u306f\u4fa1\u683c\u4e0a\u6607\u3060\u3051\u3067\u306a\u304f\u3001\u51fa\u8377\u91cf\u3092\u4f34\u3046\u6210\u9577\u304c\u7d9a\u304f\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002(\u51fa\u5178:FY2026 Q4\u6c7a\u7b97)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NAND\u4fa1\u683c\u4e0a\u6607\u3068\u88fd\u54c1\u69cb\u6210\u306e\u6539\u5584\u3067\u7c97\u5229\u76ca\u7387\u306f84.6%\u3078<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Q4\u306e\u975eGAAP\u7c97\u5229\u76ca\u7387\u306f84.6%\u3068\u306a\u308a\u3001Q3\u306e78.5%\u304b\u3089\u3055\u3089\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u4f9b\u7d66\u4e0d\u8db3\u306b\u3088\u308bNAND\u4fa1\u683c\u306e\u4e0a\u6607\u306b\u52a0\u3048\u3001\u9ad8\u5358\u4fa1\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u88fd\u54c1\u3068Edge\u5411\u3051\u88fd\u54c1\u304c\u4f38\u3073\u305f\u305f\u3081\u3067\u3059\u3002Q1\u306e29.9%\u304b\u3089\u308f\u305a\u304b3\u56db\u534a\u671f\u306754.7\u30dd\u30a4\u30f3\u30c8\u4e0a\u304c\u3063\u3066\u304a\u308a\u3001\u6539\u5584\u306e\u901f\u3055\u306f\u969b\u7acb\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8ca9\u58f2\u4fa1\u683c\u3068\u9ad8\u63a1\u7b97\u54c1\u306e\u6bd4\u7387\u304c\u540c\u6642\u306b\u4e0a\u304c\u308a\u3001\u5897\u53ce\u304c\u5229\u76ca\u3078\u6d41\u308c\u3084\u3059\u3044\u53ce\u76ca\u69cb\u9020\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/strong>\u305f\u3060\u3057\u3001\u6b74\u53f2\u7684\u306b\u9ad8\u3044\u6c34\u6e96\u3060\u3051\u306b\u3001\u5024\u4e0a\u304c\u308a\u306e\u920d\u5316\u3084\u7af6\u5408\u306e\u5897\u7523\u306f\u5229\u76ca\u7387\u4f4e\u4e0b\u3078\u76f4\u7d50\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">416\u5104\u30c9\u30eb\u306e\u6b8b\u5b58\u5c65\u884c\u7fa9\u52d9\u306860\u5104\u30c9\u30eb\u306e\u81ea\u793e\u682a\u8cb7\u3044\u3082\u8a55\u4fa1\u6750\u6599<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e744\u67083\u65e5\u6642\u70b9\u306e\u6b8b\u5b58\u5c65\u884c\u7fa9\u52d9\u306f416\u5104\u30c9\u30eb\u3067\u3001\u305d\u306e\u7d0415%\u3092\u4eca\u5f8c12\u30ab\u6708\u306b\u58f2\u4e0a\u8a08\u4e0a\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u6b8b\u5b58\u5c65\u884c\u7fa9\u52d9\u3068\u306f\u3001\u5951\u7d04\u6e08\u307f\u3067\u3082\u672a\u8a08\u4e0a\u306e\u58f2\u4e0a\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002\u4f1a\u793e\u306f\u8907\u6570\u5e74\u5951\u7d04\u30925\u4ef6\u7d50\u3073\u300160\u5104\u30c9\u30eb\u306e\u81ea\u793e\u682a\u8cb7\u3044\u67a0\u3082\u8a2d\u5b9a\u3057\u307e\u3057\u305f\u3002\u9867\u5ba2\u524d\u53d7\u91d1\u3092\u542b\u3080\u5951\u7d04\u8ca0\u50b5\u306f5.11\u5104\u30c9\u30eb\u3078\u5897\u3048\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>\u7121\u501f\u91d1\u5316\u3068\u5951\u7d04\u53ce\u5165\u306e\u7a4d\u307f\u4e0a\u3052\u306f\u3001\u5f93\u6765\u306eNAND\u5e02\u6cc1\u682a\u3088\u308a\u5229\u76ca\u3092\u5b89\u5b9a\u3055\u305b\u308b\u6750\u6599\u3067\u3059\u3002<\/strong><\/span>8\u6708\u306e\u6c7a\u7b97\u6642\u70b9\u3067\u306f6\u9867\u5ba2\u30688\u4ef6\u3001\u7dcf\u984d939\u5104\u30c9\u30eb\u306e\u9577\u671f\u5951\u7d04\u3078\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5951\u7d04\u7dcf\u984d\u304c\u305d\u306e\u307e\u307e\u5229\u76ca\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002(\u51fa\u5178:FY2026 Q4\u6c7a\u7b97\u3001Reuters)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u682a\u4fa1\u306f\u518d\u4e0a\u5834\u6765\u9ad8\u5024\u304b\u3089\u7d0450%\u4e0b\u843d\u3057\u3066\u3082\u671f\u5f85\u5148\u884c<\/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\/0b17ae583acc62e1d80faa9da90f9e6c.jpg\" alt=\"\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u682a\u4fa1\u306f\u518d\u4e0a\u5834\u6765\u9ad8\u5024\u304b\u3089\u7d0450%\u4e0b\u843d\u3057\u3066\u3082\u671f\u5f85\u5148\u884c\" class=\"wp-image-16451\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/0b17ae583acc62e1d80faa9da90f9e6c.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/0b17ae583acc62e1d80faa9da90f9e6c-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/0b17ae583acc62e1d80faa9da90f9e6c-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/0b17ae583acc62e1d80faa9da90f9e6c-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u682a\u306f2025\u5e742\u670821\u65e5\u306e50.37\u30c9\u30eb\u304b\u3089\u4e0a\u6607\u3057\u30012026\u5e746\u670822\u65e5\u306b\u4e0a\u5834\u6765\u9ad8\u50242,354.39\u30c9\u30eb\u3092\u4ed8\u3051\u307e\u3057\u305f\u3002\u597d\u6c7a\u7b97\u3092\u767a\u8868\u3057\u305f\u7fcc8\u67086\u65e5\u306f\u7d0413%\u5b89\u306e1,178\u30c9\u30eb\u3068\u306a\u308a\u3001\u9ad8\u5024\u304b\u3089\u306e\u4e0b\u843d\u7387\u306f\u7d0450%\u3078\u5e83\u304c\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u308c\u3067\u30822025\u5e74\u672b\u7d42\u5024237.38\u30c9\u30eb\u3068\u306e\u6bd4\u8f03\u3067\u306f\u7d045\u500d\u3067\u3059\u3002<strong>\u5e02\u5834\u304c\u58f2\u3063\u305f\u306e\u306f\u8d64\u5b57\u8ee2\u843d\u3067\u306f\u306a\u304f\u3001FY2027 Q1\u898b\u901a\u3057\u304c\u6975\u7aef\u306b\u9ad8\u3044\u671f\u5f85\u3078\u5c4a\u304b\u306a\u304b\u3063\u305f\u305f\u3081\u3067\u3059\u3002<\/strong><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u5358\u306b\u300c\u9ad8\u5024\u304b\u3089\u534a\u5024\u306b\u306a\u3063\u305f\u304b\u3089\u8cb7\u3044\u5834\u300d\u3068\u6c7a\u3081\u308b\u306e\u306f\u65e9\u304f\u3001\u73fe\u5728\u306e\u5229\u76ca\u7387\u3092\u4f55\u56db\u534a\u671f\u4fdd\u3066\u308b\u304b\u304c\u682a\u4fa1\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/strong><\/span>(\u51fa\u5178:Reuters\u3001FY2026 Q4\u6c7a\u7b97)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">50\u30c9\u30eb\u524d\u5f8c\u306e\u518d\u4e0a\u5834\u304b\u30892,354\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u305f\u682a\u4fa1\u3092\u6642\u7cfb\u5217\u3067\u6574\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u518d\u4e0a\u5834\u76f4\u5f8c\u306e\u682a\u4fa1\u306f50\u30c9\u30eb\u524d\u5f8c\u3067\u3057\u305f\u304c\u30012025\u5e744\u67087\u65e5\u306b\u306f\u4e00\u664227.89\u30c9\u30eb\u307e\u3067\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u5f8c\u3001NAND\u306e\u5024\u4e0a\u304c\u308a\u3068AI\u5411\u3051SSD\u3078\u306e\u671f\u5f85\u304b\u3089\u4e0a\u6607\u3057\u30012026\u5e746\u6708\u306b2,000\u30c9\u30eb\u3092\u7a81\u7834\u3057\u3066\u3044\u307e\u3059\u30027\u6708\u4e0b\u65ec\u306b\u306f1,000\u30c9\u30eb\u8fd1\u304f\u307e\u3067\u6025\u843d\u3057\u30018\u67085\u65e5\u306e\u6c7a\u7b97\u767a\u8868\u5f8c\u3082\u58f2\u3089\u308c\u307e\u3057\u305f\u3002<strong>\u696d\u7e3e\u3068\u682a\u4fa1\u304c\u9006\u65b9\u5411\u3078\u52d5\u3044\u305f\u70b9\u306f\u3001\u671f\u5f85\u306e\u5927\u304d\u3055\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u682a\u5f0f\u5206\u5272\u306f\u767a\u8868\u3055\u308c\u3066\u304a\u3089\u305a\u30011\u682a\u5f53\u305f\u308a\u4fa1\u683c\u306e\u9ad8\u3055\u3082\u77ed\u671f\u58f2\u8cb7\u3092\u96e3\u3057\u304f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/span>(\u51fa\u5178:\u516c\u5f0f\u682a\u4fa1\u60c5\u5831)<\/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\/sandisk-stock-chart.jpg\" alt=\"50\u30c9\u30eb\u524d\u5f8c\u306e\u518d\u4e0a\u5834\u304b\u30892,354\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u305f\u682a\u4fa1\u3092\u6642\u7cfb\u5217\u3067\u6574\u7406\" class=\"wp-image-16452\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sandisk-stock-chart.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sandisk-stock-chart-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sandisk-stock-chart-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">SOX\u6307\u6570\u6025\u843d\u3068AI\u6295\u8cc7\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\u61f8\u5ff5\u304c\u58f2\u308a\u3092\u5e83\u3052\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">7\u6708\u306e\u4e0b\u843d\u306f\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u56fa\u6709\u306e\u60aa\u6750\u6599\u3060\u3051\u3067\u8d77\u304d\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002SOX\u6307\u6570\u306e\u6025\u843d\u3084\u3001AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u304c\u30d4\u30fc\u30af\u3092\u8fce\u3048\u308b\u3068\u306e\u8b66\u6212\u304b\u3089\u3001Micron\u3084\u30ad\u30aa\u30af\u30b7\u30a2\u3092\u542b\u3080\u30e1\u30e2\u30ea\u30fc\u682a\u3078\u5229\u76ca\u78ba\u5b9a\u58f2\u308a\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u682a\u63a2\u3067\u30827\u6708\u306b\u95a2\u9023\u9298\u67c4\u306e\u6025\u843d\u3092\u4f1d\u3048\u308b\u6750\u6599\u8a18\u4e8b\u304c\u76f8\u6b21\u3044\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7\u670823\u65e5\u304b\u308929\u65e5\u307e\u3067\u306e4\u55b6\u696d\u65e5\u3067\u306f\u3001\u7d42\u5024\u304c1,610.33\u30c9\u30eb\u304b\u30891,015.89\u30c9\u30eb\u3078\u4e0b\u304c\u308a\u307e\u3057\u305f\u3002<strong>\u5e74\u521d\u304b\u3089\u306e\u4e0a\u6607\u7387\u304c\u5927\u304d\u3044\u305f\u3081\u3001\u6295\u8cc7\u5bb6\u304c\u30ea\u30b9\u30af\u3092\u843d\u3068\u3059\u5834\u9762\u3067\u306f\u58f2\u5374\u5bfe\u8c61\u306b\u306a\u308a\u3084\u3059\u3044\u72b6\u614b\u3067\u3059\u3002<\/strong><\/p>\n\n\n<!-- Shortcode [news_20260728] does not exist -->\n\n\n\n<h3 class=\"wp-block-heading\">\u6c7a\u7b97\u5f8c\u306ePER\u4f4e\u4e0b\u3060\u3051\u3067\u5272\u5b89\u3068\u306f\u6c7a\u3081\u3089\u308c\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FY2026\u306eGAAP\u7d14\u5229\u76ca\u306f\u3001Q1\u304b\u3089Q3\u307e\u3067\u306e45.30\u5104\u30c9\u30eb\u3068Q4\u306e\u7d0469\u5104\u30c9\u30eb\u3092\u5408\u8a08\u3059\u308b\u3068\u6982\u7b97114\u5104\u30c9\u30eb\u3067\u3059\u30028\u67086\u65e5\u306e\u682a\u4fa1\u3068\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u3092\u4f7f\u3063\u305f\u5b9f\u7e3ePER\u306f\u6982\u7b9716\u500d\u524d\u5f8c\u307e\u3067\u4f4e\u4e0b\u3057\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u5229\u76ca\u304c\u77ed\u671f\u9593\u3067\u6025\u5897\u3057\u305f\u305f\u3081\u3001\u904e\u53bb12\u30ab\u6708\u306e\u5229\u76ca\u3060\u3051\u3067\u306f\u5e02\u6cc1\u60aa\u5316\u6642\u306e\u53ce\u76ca\u3092\u8868\u3057\u306b\u304f\u3044\u9762\u304c\u3042\u308a\u307e\u3059\u3002\u914d\u5f53\u306f\u5b9f\u65bd\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u5f01\u4f1a\u793e\u5411\u3051\u6295\u8cc7\u306f\u901a\u5e38\u306e\u8a2d\u5099\u53d6\u5f97\u984d\u3060\u3051\u3067\u306f\u6349\u3048\u304d\u308c\u307e\u305b\u3093\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>PER\u304c\u4e0b\u304c\u3063\u3066\u898b\u3048\u3066\u3082\u3001\u7c97\u5229\u76ca\u738780%\u53f0\u304c\u5e73\u5e38\u5024\u3068\u306f\u9650\u3089\u305a\u3001\u5229\u76ca\u7387\u304c\u6b63\u5e38\u5316\u3059\u308c\u3070\u500d\u7387\u306f\u518d\u3073\u4e0a\u304c\u308a\u307e\u3059\u3002<\/strong><\/span>\u682a\u4fa1\u3068\u540c\u6642\u306b\u3001\u6570\u91cf\u3001\u4fa1\u683c\u3001\u88fd\u54c1\u69cb\u6210\u3092\u8ffd\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Micron\u3084\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u306e\u5358\u7d14\u306a\u8a55\u4fa1\u500d\u7387\u6bd4\u8f03\u306b\u306f\u6ce8\u610f\u304c\u5fc5\u8981<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Micron\u306e\u5b9f\u7e3ePER\u306f\u540c\u65e5\u6642\u70b9\u3067\u7d0420\u500d\u3067\u3059\u304c\u3001\u540c\u793e\u306fNAND\u3060\u3051\u3067\u306a\u304fDRAM\u3084HBM\u3082\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3068\u751f\u7523\u8a2d\u5099\u3092\u5171\u6709\u3059\u308b\u4e00\u65b9\u3001\u5de5\u5834\u4fdd\u6709\u3084\u8cc7\u672c\u69cb\u6210\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306ePER\u304c\u9ad8\u3044\u304b\u3089\u5373\u5ea7\u306b\u5272\u9ad8\u3001\u7af6\u5408\u3088\u308a\u682a\u4fa1\u4e0a\u6607\u7387\u304c\u4f4e\u3044\u304b\u3089\u5272\u5b89\u3068\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Micron\u306fHBM\u306e\u4f38\u3073\u304c\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u5de5\u5834\u6295\u8cc7\u306e\u8ca0\u62c5\u304c\u76f4\u63a5\u8868\u308c\u307e\u3059\u3002<strong>NAND\u306e\u5229\u76ca\u611f\u5fdc\u5ea6\u3068\u5951\u7d04\u69cb\u9020\u3092\u305d\u308d\u3048\u306a\u3051\u308c\u3070\u3001\u500d\u7387\u306e\u9ad8\u4f4e\u3092\u6295\u8cc7\u5224\u65ad\u3078\u4f7f\u3048\u307e\u305b\u3093\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051NAND\u306f\u6b21\u306e\u6210\u9577\u6bb5\u968e\u3078\u9032\u3080<\/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\/e97768e1646ce449c19cd2bf7674b8c4.jpg\" alt=\"AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051NAND\u306f\u6b21\u306e\u6210\u9577\u6bb5\u968e\u3078\u9032\u3080\" class=\"wp-image-16453\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e97768e1646ce449c19cd2bf7674b8c4.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e97768e1646ce449c19cd2bf7674b8c4-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e97768e1646ce449c19cd2bf7674b8c4-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/e97768e1646ce449c19cd2bf7674b8c4-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u6210AI\u3067\u306f\u3001\u30e2\u30c7\u30eb\u3092\u5b66\u7fd2\u3055\u305b\u308b\u6bb5\u968e\u3060\u3051\u3067\u306a\u304f\u3001\u5229\u7528\u8005\u306e\u8cea\u554f\u3078\u56de\u7b54\u3059\u308b\u63a8\u8ad6\u51e6\u7406\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u63a8\u8ad6\u3092\u7e70\u308a\u8fd4\u3059\u306b\u306f\u3001\u5927\u91cf\u306e\u6587\u66f8\u3084\u30b3\u30fc\u30c9\u3001\u753b\u50cf\u3092\u4fdd\u5b58\u3057\u3001GPU\u306e\u8fd1\u304f\u3078\u52b9\u7387\u3088\u304f\u8aad\u307f\u51fa\u3059\u30b9\u30c8\u30ec\u30fc\u30b8\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5909\u5316\u306fNAND\u306e\u7528\u9014\u3092\u3001\u4fdd\u7ba1\u4e2d\u5fc3\u304b\u3089AI\u51e6\u7406\u3092\u652f\u3048\u308b\u90e8\u54c1\u3078\u5e83\u3052\u307e\u3059\u3002\u4e00\u65b9\u3001\u65b0\u6280\u8853\u304c\u88fd\u54c1\u8a8d\u5b9a\u3068\u91cf\u7523\u3092\u7d4c\u3066\u58f2\u4e0a\u306b\u306a\u308b\u307e\u3067\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u65e2\u5b58SSD\u306f\u73fe\u5728\u306e\u58f2\u4e0a\u3001HBF\u306f\u5c06\u6765\u306e\u9078\u629e\u80a2\u3068\u3057\u3066\u5206\u3051\u3066\u8a55\u4fa1\u3057\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u751f\u6210AI\u306e\u63a8\u8ad6\u62e1\u5927\u3067\u5927\u5bb9\u91cf\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u304c\u5897\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306e\u63a8\u8ad6\u3067\u306f\u3001\u5b66\u7fd2\u6e08\u307f\u30e2\u30c7\u30eb\u3060\u3051\u3067\u306a\u304f\u3001\u56de\u7b54\u306e\u6839\u62e0\u3068\u306a\u308b\u4f01\u696d\u30c7\u30fc\u30bf\u3084\u5229\u7528\u5c65\u6b74\u3082\u53c2\u7167\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u3092\u9ad8\u4fa1\u306aHBM\u3078\u7f6e\u3051\u306a\u3044\u305f\u3081\u3001\u4f01\u696d\u5411\u3051SSD\u304c\u5927\u5bb9\u91cf\u30c7\u30fc\u30bf\u306e\u4fdd\u7ba1\u3068\u8aad\u307f\u51fa\u3057\u3092\u62c5\u3044\u307e\u3059\u3002\u7c73\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u7c73\u56fd\u96fb\u529b\u306b\u5360\u3081\u308b\u6bd4\u7387\u30922028\u5e74\u306b6.7\u301c12%\u3068\u4e88\u6e2c\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u969b\u30a8\u30cd\u30eb\u30ae\u30fc\u6a5f\u95a2\u30822030\u5e74\u307e\u3067\u306e\u4e16\u754c\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u96fb\u529b\u6d88\u8cbb\u3092\u7d04945TWh\u3068\u898b\u8fbc\u307f\u307e\u3059\u3002<strong>\u5bb9\u91cf\u3060\u3051\u3067\u306a\u304f\u3001\u96fb\u529b\u52b9\u7387\u3082SSD\u9078\u5b9a\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/strong>(\u51fa\u5178:\u7c73\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u3001IEA)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u306e\u5171\u540c\u751f\u7523\u5951\u7d04\u306f2034\u5e74\u307e\u3067\u5ef6\u9577<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u306eFlash Ventures\u3092\u901a\u3058\u3001\u65e5\u672c\u306e\u56db\u65e5\u5e02\u30fb\u5317\u4e0a\u5de5\u5834\u3067NAND\u3092\u5171\u540c\u751f\u7523\u3057\u3066\u3044\u307e\u3059\u3002\u5404\u5408\u5f01\u4f1a\u793e\u3078\u306e\u51fa\u8cc7\u6bd4\u7387\u306f49.9%\u3067\u3001\u539f\u5247\u3068\u3057\u3066\u751f\u7523\u91cf\u3092\u307b\u307c\u6298\u534a\u3057\u307e\u3059\u30022026\u5e741\u6708\u306b\u306f\u5951\u7d04\u30922034\u5e74\u672b\u307e\u3067\u5ef6\u9577\u3057\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f\u88fd\u9020\u30b5\u30fc\u30d3\u30b9\u3068\u4f9b\u7d66\u78ba\u4fdd\u306e\u5bfe\u4fa1\u3068\u3057\u306611.65\u5104\u30c9\u30eb\u3092\u652f\u6255\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u652f\u6255\u3044\u671f\u9593\u306f2026\u301c2029\u5e74\u3067\u3001\u56fa\u5b9a\u8cbb\u306e\u7d04\u534a\u5206\u3082\u8ca0\u62c5\u3057\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u5de8\u984d\u5de5\u5834\u3092\u5358\u72ec\u4fdd\u6709\u305b\u305a\u3001\u5148\u7aefNAND\u3078\u6295\u8cc7\u3067\u304d\u308b\u70b9\u304c\u5f37\u307f\u3067\u3059\u3002<\/strong><\/span>(\u51fa\u5178:\u5171\u540c\u767a\u8868)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u521d\u306eOCP\u4ed5\u69d8\u516c\u958b\u3067HBF\u306f\u69cb\u60f3\u304b\u3089\u6a19\u6e96\u5316\u6bb5\u968e\u3078\u9032\u3093\u3060<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3068SK hynix\u306f2026\u5e748\u67083\u65e5\u3001HBF\u306e\u521d\u671f\u6280\u8853\u4ed5\u69d8\u3092Open Compute Project\u3067\u516c\u958b\u3057\u307e\u3057\u305f\u3002HBF\u306fNAND\u3092\u7a4d\u5c64\u3057\u3001HBM\u306b\u8fd1\u3044\u5e2f\u57df\u3068\u5927\u5bb9\u91cf\u306e\u4e21\u7acb\u3092\u72d9\u3046\u6280\u8853\u3067\u3059\u3002Google\u3068Tenstorrent\u3082\u4ed5\u69d8\u691c\u8a3c\u3078\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u56de\u306e\u4ed5\u69d8\u306f\u63a5\u7d9a\u65b9\u5f0f\u3001\u4fe1\u983c\u6027\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u64cd\u4f5c\u3092\u5b9a\u3081\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\u3092\u5168\u9762\u7684\u306b\u7f6e\u304d\u63db\u3048\u308b\u88fd\u54c1\u3067\u306f\u306a\u304f\u3001\u4f75\u7528\u304c\u524d\u63d0\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u6a19\u6e96\u5316\u306f\u524d\u9032\u3067\u3059\u304c\u30012026\u5e74\u5f8c\u534a\u306e\u30b5\u30f3\u30d7\u30eb\u63d0\u4f9b\u30682027\u5e74\u521d\u3081\u306e\u642d\u8f09\u6a5f\u5668\u8a55\u4fa1\u3092\u901a\u904e\u3059\u308b\u307e\u3067\u3001\u53ce\u76ca\u8ca2\u732e\u306f\u672a\u78ba\u5b9a\u3067\u3059\u3002<\/strong><\/span>(\u51fa\u5178:\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u767a\u8868)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FY2026\u306f\u904e\u53bb\u6700\u9ad8\u76ca\u3067\u3082\u682a\u4fa1\u4e0b\u843d\uff5c8\u670813\u65e5\u304c\u6b21\u306e\u8a66\u91d1\u77f3<\/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\/478a1afc1c5c4f044eb894c7bdce743a.jpg\" alt=\"FY2026\u306f\u904e\u53bb\u6700\u9ad8\u76ca\u3067\u3082\u682a\u4fa1\u4e0b\u843d\uff5c8\u670813\u65e5\u304c\u6b21\u306e\u8a66\u91d1\u77f3\" class=\"wp-image-16455\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/478a1afc1c5c4f044eb894c7bdce743a.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/478a1afc1c5c4f044eb894c7bdce743a-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/478a1afc1c5c4f044eb894c7bdce743a-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/478a1afc1c5c4f044eb894c7bdce743a-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u304c8\u67085\u65e5\u306b\u767a\u8868\u3057\u305fFY2026 Q4\u306f\u3001\u58f2\u4e0a\u9ad889.7\u5104\u30c9\u30eb\u3001\u975eGAAP EPS39.25\u30c9\u30eb\u3067\u3057\u305f\u3002\u4f1a\u793e\u4e88\u60f3\u306e\u58f2\u4e0a\u9ad877.5\u5104\u301c82.5\u5104\u30c9\u30eb\u3001EPS30\u301c33\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u3082\u7fcc6\u65e5\u306e\u682a\u4fa1\u306f\u7d0413%\u4e0b\u843d\u3057\u307e\u3057\u305f\u30028\u670813\u65e5\u306b\u306fInvestor Day\u3092\u958b\u50ac\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u306fFY2027 Q1\u306b\u58f2\u4e0a\u9ad8103\u5104\u301c108\u5104\u30c9\u30eb\u3001\u975eGAAP EPS44\u301c46\u30c9\u30eb\u3001\u975eGAAP\u7c97\u5229\u76ca\u738783\u301c85%\u3092\u898b\u8fbc\u307f\u307e\u3059\u3002\u5897\u53ce\u5897\u76ca\u306e\u4e88\u60f3\u3067\u3082\u682a\u4fa1\u304c\u58f2\u3089\u308c\u305f\u70b9\u304b\u3089\u3001\u6c7a\u7b97\u306e\u826f\u3057\u60aa\u3057\u3088\u308a\u671f\u5f85\u3068\u306e\u5dee\u304c\u52b9\u3044\u3066\u3044\u308b\u3068\u5206\u304b\u308a\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u73fe\u5728\u554f\u308f\u308c\u3066\u3044\u308b\u306e\u306fAI\u9700\u8981\u306e\u5f37\u3055\u3067\u306f\u306a\u304f\u300180%\u53f0\u306e\u7c97\u5229\u76ca\u7387\u3092\u4f55\u56db\u534a\u671f\u7d9a\u3051\u3089\u308c\u308b\u304b\u3067\u3059\u3002<\/strong><\/span>(\u51fa\u5178:FY2026 Q4\u6c7a\u7b97\u3001Reuters)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306e\u6570\u91cf\u5897\u304c\u4fa1\u683c\u4e0a\u6607\u3068\u4e21\u7acb\u3059\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Q4\u58f2\u4e0a\u9ad8\u306fQ3\u304b\u308951%\u5897\u3048\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306f\u7d042\u500d\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5024\u4e0a\u3052\u3060\u3051\u3067\u9054\u6210\u3057\u305f\u5897\u53ce\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u51fa\u8377\u91cf\u3092\u4f34\u3046\u5897\u53ce\u3067\u306f\u6301\u7d9a\u6027\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u4eca\u5f8c\u306e\u6c7a\u7b97\u3067\u306f\u5e02\u5834\u5225\u58f2\u4e0a\u9ad8\u30011GB\u5f53\u305f\u308a\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u3001\u51fa\u8377\u30d3\u30c3\u30c8\u6570\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002Consumer\u306e\u58f2\u4e0a\u9ad8\u306fQ4\u306b\u524d\u56db\u534a\u671f\u6bd432%\u6e1b\u3063\u3066\u304a\u308a\u3001\u4fa1\u683c\u4e0a\u6607\u304c\u65e2\u5b58\u9700\u8981\u3092\u5727\u8feb\u3057\u3066\u3044\u306a\u3044\u304b\u3082\u6ce8\u76ee\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>\u4fa1\u683c\u4e0a\u6607\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u51fa\u8377\u91cf\u306e\u5897\u52a0\u304c\u4e21\u7acb\u3057\u3066\u521d\u3081\u3066\u3001AI\u9700\u8981\u304c\u7d99\u7d9a\u5229\u76ca\u3078\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7c97\u5229\u76ca\u738784.6%\u304b\u3089\u306e\u5c0f\u5e45\u4f4e\u4e0b\u3067\u3082\u682a\u4fa1\u306f\u53cd\u5fdc\u3057\u3084\u3059\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Q4\u306e\u975eGAAP\u7c97\u5229\u76ca\u7387\u306f84.6%\u307e\u3067\u4e0a\u304c\u308a\u307e\u3057\u305f\u304c\u3001FY2027 Q1\u306e\u4f1a\u793e\u4e88\u60f3\u306f83\u301c85%\u3067\u3059\u3002\u4e2d\u592e\u5024\u3067\u306f\u5c0f\u5e45\u4f4e\u4e0b\u306b\u3059\u304e\u306a\u3044\u3082\u306e\u306e\u3001\u682a\u4fa1\u306f\u6c7a\u7b97\u5f8c\u306b\u6025\u843d\u3057\u307e\u3057\u305f\u3002<strong>\u73fe\u5728\u306e\u8a55\u4fa1\u306b\u306fNAND\u4fa1\u683c\u306e\u4e0a\u6607\u3060\u3051\u3067\u306a\u304f\u3001\u9ad8\u63a1\u7b97SSD\u306e\u6bd4\u7387\u4e0a\u6607\u3068\u9ad8\u3044\u5229\u76ca\u7387\u306e\u7d99\u7d9a\u307e\u3067\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u76ca\u7387\u304c\u975e\u5e38\u306b\u9ad8\u3044\u305f\u3081\u3001\u4fa1\u683c\u4e0a\u6607\u306e\u920d\u5316\u3001\u7af6\u5408\u306e\u5897\u7523\u3001\u4f4e\u63a1\u7b97\u54c1\u306e\u5897\u52a0\u304c\u5c11\u3057\u8868\u308c\u308b\u3060\u3051\u3067\u3082\u3001\u5229\u76ca\u4e88\u60f3\u306f\u4e0b\u65b9\u3078\u52d5\u304d\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u7c97\u5229\u76ca\u7387\u306e\u6570\u5b57\u3060\u3051\u3067\u306a\u304f\u3001\u4f4e\u4e0b\u7406\u7531\u304c\u4fa1\u683c\u3001\u6570\u91cf\u3001\u88fd\u54c1\u69cb\u6210\u306e\u3069\u3053\u306b\u3042\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8\u4ef6939\u5104\u30c9\u30eb\u306e\u9577\u671f\u5951\u7d04\u306f\u5229\u76ca\u5b89\u5b9a\u3068\u6a5f\u4f1a\u640d\u5931\u306e\u4e21\u9762\u3092\u6301\u3064<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u306f6\u9867\u5ba2\u30688\u4ef6\u3001\u7dcf\u984d939\u5104\u30c9\u30eb\u306e\u9577\u671f\u5951\u7d04\u3092\u7d50\u3073\u3001FY2027\u672b\u306b\u306f\u751f\u7523\u91cf\u306e\u534a\u5206\u3001FY2028\u306b\u306f3\u5206\u306e2\u3092\u5951\u7d04\u8ca9\u58f2\u3078\u79fb\u3059\u8a08\u753b\u3067\u3059\u3002\u8ca9\u58f2\u91cf\u3068\u4fa1\u683c\u3092\u8aad\u307f\u3084\u3059\u304f\u3059\u308b\u4e00\u65b9\u3001\u4f9b\u7d66\u4e0d\u8db3\u6642\u306b\u306f\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u4e0a\u6607\u306e\u6069\u6075\u3092\u53d6\u308a\u9003\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<strong>\u5951\u7d04\u984d\u306e\u5927\u304d\u3055\u3060\u3051\u3067\u5229\u76ca\u306e\u5b89\u5b9a\u3092\u4fdd\u8a3c\u3067\u304d\u307e\u305b\u3093\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>Investor Day\u3067\u306f\u4fa1\u683c\u306e\u4e0b\u9650\u3060\u3051\u3067\u306a\u304f\u3001\u4e0a\u9650\u3001\u66f4\u65b0\u6761\u4ef6\u3001\u8a2d\u5099\u6295\u8cc7\u8ca0\u62c5\u307e\u3067\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/strong><\/span>(\u51fa\u5178:Reuters\u3001FY2026 Q4\u6c7a\u7b97)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u7af6\u5408\u5404\u793e\u306e\u5897\u7523\u304c\u4f9b\u7d66\u904e\u5270\u3092\u62db\u304f\u30ea\u30b9\u30af\u3082\u6b8b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8db3\u5143\u3067\u306f\u9700\u8981\u304c\u4f9b\u7d66\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u30e1\u30e2\u30ea\u30fc\u5e02\u6cc1\u306f\u5897\u7523\u304c\u305d\u308d\u3046\u3068\u53cd\u8ee2\u3057\u3084\u3059\u3044\u696d\u754c\u3067\u3059\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u5317\u4e0a\u5de5\u5834\u3067\u6b21\u4e16\u4ee3NAND\u306e\u751f\u7523\u3092\u9032\u3081\u3001Samsung\u3084Micron\u3082AI\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u3078\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u65b0\u8a2d\u80fd\u529b\u304c\u672c\u683c\u7a3c\u50cd\u3059\u308b\u6642\u671f\u306bAI\u6295\u8cc7\u304c\u920d\u308c\u3070\u3001\u8ca9\u58f2\u4fa1\u683c\u3068\u7a3c\u50cd\u7387\u304c\u540c\u6642\u306b\u4e0b\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Q3\u306e\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u81ea\u8eab\u306e\u73fe\u91d1\u8a2d\u5099\u6295\u8cc7\u306f\u58f2\u4e0a\u9ad8\u306e1.4%\u3067\u3057\u305f\u304c\u3001\u5408\u5f01\u4f1a\u793e\u306e\u6295\u8cc7\u3082\u542b\u3081\u305f\u7dcf\u984d\u3092\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u53d7\u6ce8\u6b8b\u306e\u5897\u52a0\u3060\u3051\u3067\u306a\u304f\u3001\u696d\u754c\u5168\u4f53\u306e\u8a2d\u5099\u6295\u8cc7\u3068\u5728\u5eab\u65e5\u6570\u304c\u4f9b\u7d66\u904e\u5270\u306e\u524d\u89e6\u308c\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u6c7a\u7b97\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u306a\u3069\u65e5\u672c\u682a\u3078\u3069\u3046\u6ce2\u53ca\u3059\u308b\u304b<\/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\/ce2e0c375c868ebf71d3c69de9959b73.jpg\" alt=\"\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u6c7a\u7b97\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u306a\u3069\u65e5\u672c\u682a\u3078\u3069\u3046\u6ce2\u53ca\u3059\u308b\u304b\" class=\"wp-image-16456\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/ce2e0c375c868ebf71d3c69de9959b73.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/ce2e0c375c868ebf71d3c69de9959b73-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/ce2e0c375c868ebf71d3c69de9959b73-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/ce2e0c375c868ebf71d3c69de9959b73-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u6c7a\u7b97\u306f\u3001\u7c73\u56fd\u682a\u3060\u3051\u306e\u6750\u6599\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u540c\u793e\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u56db\u65e5\u5e02\u30fb\u5317\u4e0a\u5de5\u5834\u3092\u5171\u540c\u904b\u55b6\u3057\u3066\u304a\u308a\u3001NAND\u4fa1\u683c\u3001\u5de5\u5834\u7a3c\u50cd\u7387\u3001\u5148\u7aef\u54c1\u3078\u306e\u6295\u8cc7\u8ca0\u62c5\u304c\u65e5\u672c\u4f01\u696d\u306e\u53ce\u76ca\u306b\u3082\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f9b\u7d66\u5897\u3078\u5411\u3051\u305f\u8a2d\u5099\u6295\u8cc7\u304c\u52d5\u3051\u3070\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u3001KOKUSAI ELECTRIC\u306a\u3069\u88fd\u9020\u88c5\u7f6e\u682a\u306b\u3082\u6ce2\u53ca\u3057\u307e\u3059\u3002<strong>\u305f\u3060\u3057\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u682a\u304c\u4e0a\u304c\u3063\u305f\u3060\u3051\u3067\u306f\u88c5\u7f6e\u53d7\u6ce8\u306f\u5897\u3048\u307e\u305b\u3093\u3002<\/strong><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u65e5\u672c\u682a\u3078\u306e\u5f71\u97ff\u306fNAND\u5404\u793e\u304c\u5b9f\u969b\u306b\u5897\u7523\u3092\u6c7a\u3081\u305f\u5f8c\u3001\u8a2d\u5099\u6295\u8cc7\u3092\u901a\u3058\u3066\u8868\u308c\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u306fNAND\u9ad8\u3068\u5171\u540c\u751f\u7523\u306e\u6069\u6075\u3092\u6700\u3082\u76f4\u63a5\u53d7\u3051\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u682a\u3067\u5f71\u97ff\u304c\u6700\u3082\u5927\u304d\u3044\u306e\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(285A)\u3067\u3059\u3002\u4e21\u793e\u306fFlash Ventures\u3092\u5171\u540c\u904b\u55b6\u3057\u3001\u751f\u7523\u91cf\u3068\u8cbb\u7528\u3092\u5206\u3051\u5408\u3044\u307e\u3059\u3002Q4\u306b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u304c\u7d042\u500d\u3078\u4f38\u3073\u305f\u4e8b\u5b9f\u306fNAND\u9700\u7d66\u306e\u5f37\u3055\u3092\u793a\u3057\u3001\u5408\u5f01\u5de5\u5834\u306e\u7a3c\u50cd\u7387\u3068\u8ca9\u58f2\u4fa1\u683c\u3092\u901a\u3058\u3066\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u3082\u6069\u6075\u304c\u53ca\u3073\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306f\u9577\u671f\u5951\u7d04\u3067\u5927\u53e3\u9867\u5ba2\u3092\u56f2\u3044\u8fbc\u307f\u3001HBF\u3067\u306fSK hynix\u3068\u6a19\u6e96\u5316\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002<strong>\u5171\u540c\u751f\u7523\u306e\u5229\u76ca\u3068\u3001\u8ca9\u58f2\u5148\u3092\u596a\u3044\u5408\u3046\u7af6\u4e89\u306f\u5225\u3067\u3059\u3002<\/strong><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u597d\u6c7a\u7b97\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3078\u306e\u8ffd\u3044\u98a8\u3067\u3059\u304c\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u304c\u9577\u671f\u5951\u7d04\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u88fd\u54c1\u3067\u5148\u884c\u3059\u308c\u3070\u7af6\u4e89\u5727\u529b\u306b\u3082\u306a\u308a\u307e\u3059\u3002<\/strong><\/span>(\u51fa\u5178:\u4e21\u793e\u958b\u793a\u3001\u30ad\u30aa\u30af\u30b7\u30a2Investor Day)<\/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\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306a\u3069\u88c5\u7f6e\u682a\u3078\u306e\u6ce2\u53ca\u306b\u306f\u6642\u9593\u5dee\u304c\u3042\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NAND\u4fa1\u683c\u306e\u4e0a\u6607\u304c\u3001\u56fd\u5185\u306e\u88fd\u9020\u88c5\u7f6e\u5404\u793e\u3078\u3059\u3050\u58f2\u4e0a\u3068\u3057\u3066\u8868\u308c\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30e1\u30e2\u30ea\u30fc\u30e1\u30fc\u30ab\u30fc\u304c\u5897\u7523\u3092\u6c7a\u3081\u3001\u88c5\u7f6e\u3092\u767a\u6ce8\u3057\u3001\u7d0d\u5165\u3055\u308c\u3066\u521d\u3081\u3066\u696d\u7e3e\u3078\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306eFY2027 Q1\u88c5\u7f6e\u58f2\u4e0a\u3067\u306f\u3001\u4e0d\u63ee\u767a\u6027\u30e1\u30e2\u30ea\u30fc\u5411\u3051\u306f11%\u3067\u3001DRAM\u5411\u305157%\u3092\u4e0b\u56de\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KOKUSAI ELECTRIC\u306f3D NAND\u306e\u7a4d\u5c64\u5316\u3067\u6210\u819c\u88c5\u7f6e\u306e\u9700\u8981\u5897\u3092\u898b\u8fbc\u307f\u3001SCREEN\u306f\u6d17\u6d44\u88c5\u7f6e\u3092\u4f9b\u7d66\u3057\u307e\u3059\u3002<strong>NAND\u4fa1\u683c\u304c\u4e0a\u304c\u3063\u3066\u3082\u3001\u30e1\u30fc\u30ab\u30fc\u304c\u5897\u7523\u3092\u6c7a\u3081\u306a\u3051\u308c\u3070\u88c5\u7f6e\u53d7\u6ce8\u306b\u306f\u3064\u306a\u304c\u308a\u307e\u305b\u3093\u3002<\/strong><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u88c5\u7f6e\u682a\u3067\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u3068\u3001\u5404\u793e\u306eNAND\u5411\u3051\u53d7\u6ce8\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/strong><\/span>(\u51fa\u5178:\u5404\u793eIR\u8cc7\u6599)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff5c\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u682a\u306f\u9ad8\u5229\u76ca\u7387\u306e\u6301\u7d9a\u671f\u9593\u304c\u5024\u52d5\u304d\u3092\u6c7a\u3081\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306fAI\u5411\u3051NAND\u9700\u8981\u3092\u53d6\u308a\u8fbc\u307f\u3001\u8d64\u5b57\u4f01\u696d\u304b\u3089\u9ad8\u53ce\u76ca\u4f01\u696d\u3078\u6025\u8ee2\u63db\u3057\u307e\u3057\u305f\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306e\u5897\u52a0\u3001\u9577\u671f\u5951\u7d04\u3001\u7121\u501f\u91d1\u5316\u3001HBF\u306e\u6a19\u6e96\u5316\u306f\u4e2d\u9577\u671f\u306e\u5f37\u307f\u3067\u3042\u308a\u3001\u696d\u7e3e\u306e\u6025\u56de\u5fa9\u81ea\u4f53\u306f\u660e\u78ba\u306b\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u597d\u6c7a\u7b97\u306e\u7fcc\u65e5\u306b\u682a\u4fa1\u304c\u7d0413%\u4e0b\u843d\u3057\u305f\u4e8b\u5b9f\u306f\u3001AI\u9700\u8981\u3068\u9ad8\u3044\u5229\u76ca\u7387\u3078\u306e\u671f\u5f85\u304c\u5927\u304d\u304b\u3063\u305f\u8a3c\u62e0\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u9ad8\u5024\u304b\u3089\u7d0450%\u4e0b\u304c\u3063\u3066\u3082\u3001\u4e0b\u843d\u7387\u3060\u3051\u3092\u7406\u7531\u306b\u8cb7\u3044\u5834\u3068\u306f\u6c7a\u3081\u3089\u308c\u307e\u305b\u3093\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u5f8c\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051SSD\u306e\u51fa\u8377\u91cf\u3001NAND\u4fa1\u683c\u3001\u7c97\u5229\u76ca\u7387\u3001\u9577\u671f\u5951\u7d04\u306e\u63a1\u7b97\u3001\u7af6\u5408\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u9806\u306b\u78ba\u8a8d\u3057\u307e\u3059\u3002\u65e5\u672c\u682a\u3067\u306f\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u51fa\u8377\u91cf\u3068\u56fd\u5185\u88c5\u7f6e\u5404\u793e\u306eNAND\u5411\u3051\u53d7\u6ce8\u306b\u540c\u3058\u5909\u5316\u304c\u8868\u308c\u308b\u304b\u3092\u8ffd\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53cd\u5bfe\u306b\u3001NAND\u4fa1\u683c\u306e\u4e0a\u6607\u3060\u3051\u3067\u5229\u76ca\u304c\u81a8\u3089\u307f\u3001\u51fa\u8377\u6570\u91cf\u3084\u88fd\u54c1\u69cb\u6210\u304c\u5f31\u3051\u308c\u3070\u3001\u5229\u76ca\u4e88\u60f3\u3068\u8a55\u4fa1\u500d\u7387\u306f\u540c\u6642\u306b\u4e0b\u304c\u308a\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u682a\u3092\u898b\u308b\u8ef8\u306f\u300cAI\u9700\u8981\u304c\u5f37\u3044\u304b\u300d\u304b\u3089\u300c\u9ad8\u3044\u5229\u76ca\u7387\u306e\u307e\u307e\u4f55\u56db\u534a\u671f\u7d9a\u3051\u3089\u308c\u308b\u304b\u300d\u3078\u5909\u308f\u308a\u307e\u3057\u305f\u3002<\/strong><\/span>\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u306f\u8ffd\u3044\u98a8\u3068\u7af6\u4e89\u5727\u529b\u304c\u540c\u6642\u306b\u50cd\u304d\u3001\u88c5\u7f6e\u682a\u306b\u306f\u5b9f\u969b\u306e\u5897\u7523\u6c7a\u5b9a\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"1144\">\n<div class=\"ctacontent01\">\n  <div class=\"toptext\">\n   <p class=\"heading-21\"><img decoding=\"async\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/kijishitactaimg01.png\" \/><\/p>\n   <p class=\"cta_text01_03\">\u4eca\u306a\u3089\u6025\u9a30\u671f\u5f85\u306e\u201c\u6709\u529b3\u9298\u67c4\u201d\u3092<br class=\"sp_\">\u7121\u6599\u3067\u914d\u4fe1\u3044\u305f\u3057\u307e\u3059<\/p>\n   <p class=\"cta_text01_02\">\u8cb7\u3044\u3068\u58f2\u308a\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u304b\u3089\u9298\u67c4\u9078\u3073\u307e\u3067\u5168\u3066\u5f0a\u793e\u306b\u304a\u4efb\u305b\u304f\u3060\u3055\u3044\u3002<br>\u6295\u8cc7\u306b\u7cbe\u901a\u3057\u305f\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u624b\u8155\u3092\u60dc\u3057\u3052\u3082\u306a\u304f\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002<\/p>\n   <p class=\"cta_text01_02\">\u5f0a\u793e\u304c\u3054\u63d0\u4f9b\u3059\u308b\u9298\u67c4\u306e\u826f\u3055\u3092\u307e\u305a\u306f\u3054\u5b9f\u611f\u304f\u3060\u3055\u3044\u3002<\/p>\n   <p class=\"cta_text02\">\u25bc\u30d7\u30ed\u304c\u9078\u3093\u30603\u9298\u67c4\u3092\u7121\u6599\u3067\u3054\u63d0\u6848\u25bc<\/p>\n  <\/div>\n\n  <form method=\"POST\" 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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>\u30b5\u30f3\u30c7\u30a3\u30b9\u30af(SNDK)\u306f\u30012025\u5e742\u6708\u306e\u518d\u4e0a\u5834\u5f8c\u306b50\u30c9\u30eb\u524d\u5f8c\u304b\u30892,000\u30c9\u30eb\u3092\u8d85\u3048\u308b\u307e\u3067\u6025\u9a30\u3057\u307e\u3057\u305f\u30022026\u5e748\u67085\u65e5\u306b\u767a\u8868\u3057\u305fFY2026 Q4\u306f\u904e\u53bb\u6700\u9ad8\u76ca\u3068\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u7fcc6\u65e5\u306e\u682a\u4fa1\u306f\u7d0413%\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059 [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16459,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"swell_btn_cv_data":"","footnotes":""},"categories":[114],"tags":[39],"keyword":[308,307,290],"class_list":["post-16152","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thorough","tag-eguchihiroomi","keyword-ai","keyword-307","keyword-290"],"acf":[],"_links":{"self":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/16152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/comments?post=16152"}],"version-history":[{"count":5,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/16152\/revisions"}],"predecessor-version":[{"id":16457,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/16152\/revisions\/16457"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/media\/16459"}],"wp:attachment":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/media?parent=16152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/categories?post=16152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/tags?post=16152"},{"taxonomy":"keyword","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/keyword?post=16152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}