{"id":16180,"date":"2026-08-06T14:00:00","date_gmt":"2026-08-06T05:00:00","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=16180"},"modified":"2026-08-06T14:29:07","modified_gmt":"2026-08-06T05:29:07","slug":"analysis_6857","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/analysis_6857\/","title":{"rendered":"\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8(6857)\u306e\u682a\u4fa1\u304c\u6c7a\u7b97\u5f8c34%\u53cd\u767a\u3057\u305f\u7406\u7531\uff5c\u63a8\u8ad6AI\u7279\u9700\u3068PER37\u500d\u3092\u5206\u6790"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8(6857)\u306e\u682a\u4fa1\u306f\u30012026\u5e747\u670829\u65e5\u306e\u6c7a\u7b97\u767a\u8868\u524d\u306b\u4ed8\u3051\u305f25,200\u5186\u304b\u3089\u30018\u67085\u65e5\u306b\u306f33,720\u5186\u307e\u3067\u53cd\u767a\u3057\u307e\u3057\u305f\u3002\u308f\u305a\u304b5\u55b6\u696d\u65e5\u306733.8%\u4e0a\u6607\u3057\u305f\u80cc\u666f\u306b\u306f\u3001\u63a8\u8ad6AI\u5411\u3051\u534a\u5c0e\u4f53\u306e\u691c\u67fb\u9700\u8981\u3068\u901a\u671f\u4e88\u60f3\u306e\u5927\u5e45\u306a\u4e0a\u65b9\u4fee\u6b63\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u4e88\u60f3PER\u306f37\u500d\u53f0\u3067\u3059\u3002\u696d\u7e3e\u306e\u5f37\u3055\u3060\u3051\u3067\u306a\u304f\u3001\u73fe\u5728\u306e\u682a\u4fa1\u304c\u3069\u3053\u307e\u3067\u6210\u9577\u3092\u7e54\u308a\u8fbc\u3093\u3060\u6c34\u6e96\u306a\u306e\u304b\u3001\u6b21\u306e\u4e0a\u6607\u306b\u5fc5\u8981\u306a\u6761\u4ef6\u306f\u4f55\u304b\u3092\u6700\u65b0\u6c7a\u7b97\u3068\u682a\u4fa1\u30c7\u30fc\u30bf\u304b\u3089\u6574\u7406\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\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306fAI\u534a\u5c0e\u4f53\u306e\u8907\u96d1\u5316\u3067\u7a3c\u3050\u691c\u67fb\u88c5\u7f6e\u9996\u4f4d\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\/621f41318f737edd0dde6e419fdd4e29.jpg\" alt=\"\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306fAI\u534a\u5c0e\u4f53\u306e\u8907\u96d1\u5316\u3067\u7a3c\u3050\u691c\u67fb\u88c5\u7f6e\u9996\u4f4d\u4f01\u696d\" class=\"wp-image-16203\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/621f41318f737edd0dde6e419fdd4e29.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/621f41318f737edd0dde6e419fdd4e29-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/621f41318f737edd0dde6e419fdd4e29-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/621f41318f737edd0dde6e419fdd4e29-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u5b8c\u6210\u3057\u305f\u534a\u5c0e\u4f53\u304c\u8a2d\u8a08\u901a\u308a\u306b\u52d5\u304f\u304b\u3092\u8abf\u3079\u308b\u30c6\u30b9\u30c8\u30b7\u30b9\u30c6\u30e0\u306e\u5927\u624b\u3067\u3059\u3002AI\u534a\u5c0e\u4f53\u306e\u6027\u80fd\u304c\u4e0a\u304c\u308b\u307b\u3069\u3001\u691c\u67fb\u9805\u76ee\u306f\u5897\u3048\u30011\u500b\u5f53\u305f\u308a\u306e\u30c6\u30b9\u30c8\u6642\u9593\u3082\u9577\u304f\u306a\u308a\u307e\u3059\u3002\u5358\u7d14\u306a\u534a\u5c0e\u4f53\u51fa\u8377\u6570\u3060\u3051\u3067\u306f\u3001\u540c\u793e\u306e\u6210\u9577\u3092\u8aac\u660e\u3067\u304d\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>AI\u534a\u5c0e\u4f53\u306e\u8907\u96d1\u5316\u305d\u306e\u3082\u306e\u304c\u3001\u691c\u67fb\u88c5\u7f6e\u306e\u5229\u7528\u91cf\u3092\u62bc\u3057\u4e0a\u3052\u308b\u53ce\u76ca\u69cb\u9020\u3067\u3059\u3002<\/strong><\/span>\u3053\u306e\u4ed5\u7d44\u307f\u304c\u540c\u793e\u306e\u5f37\u307f\u3067\u3059\u3002\u30c6\u30b9\u30bf\u30fc\u306e\u5f79\u5272\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3001\u6d77\u5916\u58f2\u4e0a\u6bd4\u7387\u3092\u898b\u308c\u3070\u3001\u682a\u4fa1\u304cAI\u6295\u8cc7\u3078\u5f37\u304f\u53cd\u5fdc\u3059\u308b\u7406\u7531\u304c\u5206\u304b\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u534a\u5c0e\u4f53\u30c6\u30b9\u30bf\u30fc\u306f\u91cf\u7523\u524d\u306e\u4e0d\u826f\u3092\u898b\u3064\u3051\u308b\u6700\u7d42\u95a2\u9580<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u30c6\u30b9\u30bf\u30fc\u306f\u3001\u88fd\u9020\u5de5\u7a0b\u306e\u7d42\u76e4\u3067\u96fb\u6c17\u4fe1\u53f7\u3092\u4e0e\u3048\u3001\u6f14\u7b97\u901f\u5ea6\u3084\u6d88\u8cbb\u96fb\u529b\u3001\u767a\u71b1\u3001\u63a5\u7d9a\u72b6\u614b\u3092\u691c\u67fb\u3057\u307e\u3059\u3002<strong>\u4e0d\u826f\u54c1\u3092\u30b5\u30fc\u30d0\u30fc\u3078\u7d44\u307f\u8fbc\u3080\u524d\u306b\u9664\u5916\u3059\u308b\u5f79\u5272\u304c\u3042\u308a\u3001\u6b69\u7559\u307e\u308a\u3068\u51fa\u8377\u54c1\u8cea\u306e\u4e21\u65b9\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u6f14\u7b97\u7528\u306eSoC\u3068\u30e1\u30e2\u30ea\u30fc\u306e\u53cc\u65b9\u3078\u88c5\u7f6e\u3092\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002SoC\u306fCPU\u3084GPU\u306a\u3069\u8907\u6570\u306e\u6a5f\u80fd\u30921\u500b\u3078\u307e\u3068\u3081\u305f\u534a\u5c0e\u4f53\u3067\u3059\u3002AI\u5411\u3051\u3067\u306f\u9ad8\u901f\u901a\u4fe1\u3084\u5927\u96fb\u529b\u3078\u306e\u5bfe\u5fdc\u304c\u5897\u3048\u3001\u5f93\u6765\u54c1\u3088\u308a\u691c\u67fb\u306e\u96e3\u5ea6\u304c\u5927\u304d\u304f\u4e0a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/spe_toushi\/\">[\u95a2\u9023]\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u95a2\u9023\u682a\u306b\u6295\u8cc7\u3059\u308b\u969b\u306e\u30dd\u30a4\u30f3\u30c8\u306f\uff1f\u4eca\u5f8c\u3082\u4e0a\u6607\u57fa\u8abf\u306f\u7d99\u7d9a\u304b<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">SoC\u30c6\u30b9\u30bf\u30fc\u30b7\u30a7\u30a266%\u3001HPC\u5206\u91ce\u3067\u306f70%\u8d85\u3092\u8996\u91ce<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u8aac\u660e\u3067\u306f\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>2025\u5e741\u301c12\u6708\u306eSoC\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u3067\u540c\u793e\u30b7\u30a7\u30a2\u306f\u63a8\u5b9a66%\u3067\u3057\u305f\u3002<\/strong><\/span>HPC\u5411\u3051\u306b\u9650\u308c\u3070\u300170%\u3092\u4e0a\u56de\u308b\u6c34\u6e96\u3092\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u307e\u3059\u3002HPC\u306f\u5927\u898f\u6a21\u306a\u6f14\u7b97\u3092\u9ad8\u901f\u3067\u51e6\u7406\u3059\u308b\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u304c\u65b0\u3057\u3044AI\u30c1\u30c3\u30d7\u3092\u8a2d\u8a08\u3059\u308b\u6bb5\u968e\u304b\u3089\u691c\u67fb\u6761\u4ef6\u3092\u5171\u540c\u958b\u767a\u3059\u308b\u305f\u3081\u3001\u91cf\u7523\u958b\u59cb\u5f8c\u306b\u88c5\u7f6e\u3092\u5207\u308a\u66ff\u3048\u308b\u8ca0\u62c5\u306f\u5c0f\u3055\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u9ad8\u3044\u30b7\u30a7\u30a2\u306f\u4fa1\u683c\u7af6\u4e89\u529b\u3060\u3051\u3067\u306a\u304f\u3001\u6b21\u4e16\u4ee3\u54c1\u306e\u958b\u767a\u60c5\u5831\u3078\u65e9\u304f\u63a5\u8fd1\u3067\u304d\u308b\u512a\u4f4d\u6027\u3082\u751f\u307f\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">26\u5e744\u301c6\u6708\u671f\u306e\u6d77\u5916\u58f2\u4e0a\u6bd4\u738799.1%\u3067\u70ba\u66ff\u611f\u5fdc\u5ea6\u3082\u9ad8\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>26\u5e744\u301c6\u6708\u671f\u306e\u6d77\u5916\u58f2\u4e0a\u6bd4\u7387\u306f99.1%\u3067\u3057\u305f\u3002<\/strong>\u9867\u5ba2\u306e\u4e2d\u5fc3\u306f\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u7c73\u56fd\u306a\u3069\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u3084\u8a2d\u8a08\u4f01\u696d\u3067\u3059\u3002\u4e16\u754c\u306eAI\u8a2d\u5099\u6295\u8cc7\u304c\u4f38\u3073\u308c\u3070\u53d7\u6ce8\u6a5f\u4f1a\u304c\u5e83\u304c\u308b\u534a\u9762\u3001\u5730\u653f\u5b66\u3084\u8f38\u51fa\u898f\u5236\u306e\u5f71\u97ff\u3082\u53d7\u3051\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u671f\u9593\u306e\u5e73\u5747\u70ba\u66ff\u30ec\u30fc\u30c8\u306f1\u30c9\u30eb159\u5186\u30011\u30e6\u30fc\u30ed185\u5186\u3067\u3057\u305f\u3002\u4f1a\u793e\u306f7\u6708\u4ee5\u964d\u30921\u30c9\u30eb150\u5186\u30011\u30e6\u30fc\u30ed170\u5186\u3067\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u5186\u9ad8\u306f\u5186\u63db\u7b97\u58f2\u4e0a\u306e\u4e0b\u62bc\u3057\u8981\u56e0\u306b\u306a\u308a\u3001\u60f3\u5b9a\u3088\u308a\u5186\u5b89\u306a\u3089\u696d\u7e3e\u306e\u4e0a\u632f\u308c\u4f59\u5730\u304c\u751f\u3058\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">27\u5e743\u6708\u671f1Q\u306f\u58f2\u4e0a3,675\u5104\u5186\u30fb\u55b6\u696d\u5229\u76ca1,900\u5104\u5186\u306e\u6700\u9ad8\u76ca\u767a\u9032<\/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\/4d0e4b0b4525bf1d3e942ce5262397b3.jpg\" alt=\"27\u5e743\u6708\u671f1Q\u306f\u58f2\u4e0a3,675\u5104\u5186\u30fb\u55b6\u696d\u5229\u76ca1,900\u5104\u5186\u306e\u6700\u9ad8\u76ca\u767a\u9032\" class=\"wp-image-16205\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d0e4b0b4525bf1d3e942ce5262397b3.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d0e4b0b4525bf1d3e942ce5262397b3-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d0e4b0b4525bf1d3e942ce5262397b3-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d0e4b0b4525bf1d3e942ce5262397b3-1536x864.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\u305f27\u5e743\u6708\u671f1Q\u306f\u3001\u58f2\u4e0a\u9ad8\u3068\u55b6\u696d\u5229\u76ca\u304c\u56db\u534a\u671f\u3068\u3057\u3066\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u307e\u3057\u305f\u3002AI\u5411\u3051SoC\u3068\u9ad8\u6027\u80fdDRAM\u306e\u691c\u67fb\u9700\u8981\u304c\u60f3\u5b9a\u3092\u8d85\u3048\u3001\u751f\u7523\u80fd\u529b\u306e\u5897\u5f37\u304c\u58f2\u4e0a\u3078\u7d50\u3073\u4ed8\u3044\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>\u6c7a\u7b97\u306e\u6838\u5fc3\u306f\u5897\u53ce\u7387\u4ee5\u4e0a\u306b\u3001\u55b6\u696d\u5229\u76ca\u7387\u304c50%\u3092\u8d85\u3048\u305f\u53ce\u76ca\u529b\u3067\u3059\u3002<\/strong><\/span>\u58f2\u4e0a\u306e\u4f38\u3073\u3060\u3051\u3067\u306a\u304f\u3001\u63a1\u7b97\u3082\u6539\u5584\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u6295\u8cc7\u6709\u4fa1\u8a3c\u5238\u306e\u8a55\u4fa1\u76ca\u3082\u7d14\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u672c\u696d\u306e\u5229\u76ca\u3068\u4e00\u6642\u7684\u306a\u91d1\u878d\u53ce\u76ca\u306f\u5206\u3051\u3066\u898b\u308b\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u58f2\u4e0a39.3%\u5897\u3001\u55b6\u696d\u5229\u76ca53.3%\u5897\u3067\u5229\u76ca\u7387\u306f51.7%<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1Q\u306f\u58f2\u4e0a\u9ad83,674.7\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca1,899.9\u5104\u5186\u3068\u5897\u53ce\u5897\u76ca\u3067\u3057\u305f\u3002<strong>\u55b6\u696d\u5229\u76ca\u7387\u306f51.7%\u3078\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u6027\u80fd\u30c6\u30b9\u30bf\u30fc\u306e\u69cb\u6210\u6bd4\u4e0a\u6607\u3068\u5de5\u5834\u7a3c\u50cd\u7387\u306e\u6539\u5584\u304c\u63a1\u7b97\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u90e8\u6750\u8cbb\u3084\u5728\u5eab\u8a55\u4fa1\u306e\u53cd\u52d5\u304c\u3042\u308a\u30011Q\u306e\u5229\u76ca\u7387\u306f\u5e74\u9593\u3078\u5358\u7d14\u306b\u5ef6\u3070\u305b\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6307\u6a19<\/th><th>26\u5e743\u6708\u671f1Q<\/th><th>27\u5e743\u6708\u671f1Q<\/th><th>\u524d\u5e74\u540c\u671f\u6bd4<\/th><\/tr><\/thead><tbody><tr><td>\u58f2\u4e0a\u9ad8<\/td><td>2,638\u5104\u5186<\/td><td>3,675\u5104\u5186<\/td><td>+39.3%<\/td><\/tr><tr><td>\u58f2\u4e0a\u7dcf\u5229\u76ca<\/td><td>1,716\u5104\u5186<\/td><td>2,556\u5104\u5186<\/td><td>+48.9%<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca<\/td><td>1,240\u5104\u5186<\/td><td>1,900\u5104\u5186<\/td><td>+53.3%<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca\u7387<\/td><td>47.0%<\/td><td>51.7%<\/td><td>+4.7pt<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">\u51fa\u6240: \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u300c2026\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u300d5\u30da\u30fc\u30b8\u3092\u57fa\u306b\u30a4\u30f3\u30d9\u30b9\u30c8\u30ea\u30fc\u30c0\u30fc\u30ba\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c6\u30b9\u30c8\u30b7\u30b9\u30c6\u30e0\u4e8b\u696d\u304c\u58f2\u4e0a3,336\u5104\u5186\u3092\u7a3c\u3044\u3060<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u529b\u306e\u30c6\u30b9\u30c8\u30b7\u30b9\u30c6\u30e0\u4e8b\u696d\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd438.7%\u5897\u306e3,336\u5104\u5186\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5229\u76ca\u304c50.3%\u5897\u306e1,907\u5104\u5186\u3067\u3057\u305f\u3002<strong>\u5168\u793e\u58f2\u4e0a\u306e\u7d0491%\u3092\u5360\u3081\u3001AI\u534a\u5c0e\u4f53\u5411\u3051\u88c5\u7f6e\u304c\u696d\u7e3e\u3092\u307b\u307c\u6c7a\u3081\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30fc\u30d3\u30b9\u30fb\u305d\u306e\u4ed6\u4e8b\u696d\u3082\u3001\u58f2\u4e0a\u9ad8339\u5104\u5186\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5229\u76ca86\u5104\u5186\u307e\u3067\u3055\u3089\u306b\u5927\u304d\u304f\u4f38\u3073\u307e\u3057\u305f\u3002\u7d0d\u5165\u6e08\u307f\u88c5\u7f6e\u306e\u4fdd\u5b88\u3084\u6d88\u8017\u54c1\u306f\u3001\u8a2d\u7f6e\u53f0\u6570\u304c\u5897\u3048\u308b\u307b\u3069\u7a4d\u307f\u4e0a\u304c\u308a\u307e\u3059\u3002\u88c5\u7f6e\u8ca9\u58f2\u5f8c\u3082\u53ce\u76ca\u304c\u7d9a\u304f\u70b9\u306f\u696d\u7e3e\u5909\u52d5\u3092\u548c\u3089\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7d14\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u305f447\u5104\u5186\u306e\u91d1\u878d\u53ce\u76ca\u306f\u672c\u696d\u5229\u76ca\u3068\u5206\u3051\u3066\u898b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7a0e\u5f15\u524d\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd492.9%\u5897\u306e2,340.8\u5104\u5186\u3001\u89aa\u4f1a\u793e\u682a\u4e3b\u306b\u5e30\u5c5e\u3059\u308b\u7d14\u5229\u76ca\u306f93.8%\u5897\u306e1,747.8\u5104\u5186\u3067\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u3088\u308a\u4f38\u3073\u7387\u304c\u9ad8\u3044\u306e\u306f\u3001\u91d1\u878d\u53ce\u76ca447\u5104\u5186\u304c\u8a08\u4e0a\u3055\u308c\u305f\u305f\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306a\u304a\u3001\u91d1\u878d\u53ce\u76ca\u306e\u4e2d\u5fc3\u306f\u6226\u7565\u7684\u6295\u8cc7\u306e\u8a55\u4fa1\u76ca\u3067\u3042\u308a\u3001\u30c6\u30b9\u30bf\u30fc\u8ca9\u58f2\u304b\u3089\u6bce\u671f\u5f97\u3089\u308c\u308b\u5229\u76ca\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u7d14\u5229\u76ca\u3060\u3051\u3067\u6210\u9577\u7387\u3092\u5224\u65ad\u3059\u308b\u3068\u3001\u672c\u696d\u306e\u5b9f\u529b\u3092\u904e\u5927\u8a55\u4fa1\u3057\u307e\u3059\u3002<\/strong><\/span>\u7d99\u7d9a\u6027\u3092\u898b\u308b\u969b\u306f\u55b6\u696d\u5229\u76ca\u3092\u5206\u6790\u306e\u8ef8\u306b\u7f6e\u304f\u306e\u304c\u59a5\u5f53\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u901a\u671f\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u30926,275\u5104\u5186\u304b\u30898,460\u5104\u5186\u3078\u4e0a\u65b9\u4fee\u6b63<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u671f\u4e88\u60f3\u306f\u58f2\u4e0a\u9ad81\u51467,140\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca8,460\u5104\u5186\u3001\u7d14\u5229\u76ca6,600\u5104\u5186\u3078\u5f15\u304d\u4e0a\u3052\u3089\u308c\u307e\u3057\u305f\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u308f\u305a\u304b3\u30ab\u6708\u3067\u901a\u671f\u4e88\u60f3\u3092\u518d\u3073\u5f15\u304d\u4e0a\u3052\u305f\u70b9\u304c\u3001\u6c7a\u7b97\u5f8c\u306e\u682a\u4fa1\u53cd\u767a\u3092\u547c\u3093\u3060\u6700\u5927\u306e\u6750\u6599\u3067\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6307\u6a19<\/th><th>4\u6708\u6642\u70b9\u4e88\u60f3<\/th><th>7\u6708\u4fee\u6b63\u4e88\u60f3<\/th><th>\u4fee\u6b63\u984d<\/th><\/tr><\/thead><tbody><tr><td>\u58f2\u4e0a\u9ad8<\/td><td>1\u51464,200\u5104\u5186<\/td><td>1\u51467,140\u5104\u5186<\/td><td>+2,940\u5104\u5186<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca<\/td><td>6,275\u5104\u5186<\/td><td>8,460\u5104\u5186<\/td><td>+2,185\u5104\u5186<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca\u7387<\/td><td>44.2%<\/td><td>49.4%<\/td><td>+5.2pt<\/td><\/tr><tr><td>\u7d14\u5229\u76ca<\/td><td>4,655\u5104\u5186<\/td><td>6,600\u5104\u5186<\/td><td>+1,945\u5104\u5186<\/td><\/tr><tr><td>\u57fa\u672c\u7684EPS<\/td><td>641.61\u5186<\/td><td>911.64\u5186<\/td><td>+270.03\u5186<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">\u51fa\u6240: \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u300c2026\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u300d13\u30da\u30fc\u30b8\u3092\u57fa\u306b\u30a4\u30f3\u30d9\u30b9\u30c8\u30ea\u30fc\u30c0\u30fc\u30ba\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u63a8\u8ad6AI\u30fbHBM\u30fb\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u304c\u30c6\u30b9\u30c8\u6642\u9593\u3068\u633f\u5165\u56de\u6570\u3092\u4f38\u3070\u3059<\/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\/36c95f0b68aba3cbcac41beaba9a3b35.jpg\" alt=\"\u63a8\u8ad6AI\u30fbHBM\u30fb\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u304c\u30c6\u30b9\u30c8\u6642\u9593\u3068\u633f\u5165\u56de\u6570\u3092\u4f38\u3070\u3059\" class=\"wp-image-16206\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/36c95f0b68aba3cbcac41beaba9a3b35.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/36c95f0b68aba3cbcac41beaba9a3b35-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/36c95f0b68aba3cbcac41beaba9a3b35-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/36c95f0b68aba3cbcac41beaba9a3b35-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u534a\u5c0e\u4f53\u5e02\u5834\u306e\u8ffd\u3044\u98a8\u306f\u3001GPU\u306e\u51fa\u8377\u5897\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5b9f\u969b\u306e\u30b5\u30fc\u30d3\u30b9\u3067AI\u3092\u52d5\u304b\u3059\u63a8\u8ad6\u51e6\u7406\u304c\u62e1\u5927\u3057\u3001\u7528\u9014\u5225ASIC\u3084CPU\u306e\u9700\u8981\u3082\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u8907\u6570\u306e\u534a\u5c0e\u4f53\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u3067\u306f\u3001\u5de5\u7a0b\u3054\u3068\u306b\u691c\u67fb\u304c\u5fc5\u8981\u3067\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>\u534a\u5c0e\u4f53\u306e\u500b\u6570\u306b\u52a0\u3048\u30011\u500b\u3092\u691c\u67fb\u3059\u308b\u6642\u9593\u3068\u691c\u67fb\u3092\u884c\u3046\u56de\u6570\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002<\/strong><\/span>\u9867\u5ba2\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u3082\u9577\u671f\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5909\u5316\u304c\u5e02\u5834\u62e1\u5927\u7387\u3092\u4e0a\u56de\u308b\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u3092\u751f\u307f\u3001\u540c\u793e\u306e\u751f\u7523\u80fd\u529b\u5897\u5f37\u3092\u6025\u304c\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u63a8\u8ad6AI\u5411\u3051ASIC\u3068CPU\u304cGPU\u306b\u7d9a\u304f\u9700\u8981\u306e\u67f1\u306b\u306a\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ASIC\u306f\u7279\u5b9a\u306e\u51e6\u7406\u3078\u7279\u5316\u3057\u3066\u8a2d\u8a08\u3059\u308b\u534a\u5c0e\u4f53\u3067\u3059\u3002\u30af\u30e9\u30a6\u30c9\u5404\u793e\u306f\u63a8\u8ad6\u51e6\u7406\u306e\u96fb\u529b\u52b9\u7387\u3068\u8cbb\u7528\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u3001\u81ea\u793e\u4ed5\u69d8\u306eAI\u30c1\u30c3\u30d7\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002\u4f1a\u793e\u306f\u3001\u7528\u9014\u5225ASIC\u306e\u9700\u8981\u304c\u5c06\u6765GPU\u3068\u540c\u7b49\u4ee5\u4e0a\u306b\u306a\u308b\u53ef\u80fd\u6027\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CPU\u3082AI\u30b5\u30fc\u30d0\u30fc\u5168\u4f53\u306e\u5236\u5fa1\u3084\u30c7\u30fc\u30bf\u51e6\u7406\u3092\u62c5\u3046\u305f\u3081\u3001GPU\u306e\u8107\u5f79\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u63a8\u8ad6\u30b5\u30fc\u30d3\u30b9\u304c\u5229\u7528\u8005\u3078\u5e83\u304c\u308b\u307b\u3069\u3001\u7a2e\u985e\u306e\u7570\u306a\u308b\u6f14\u7b97\u534a\u5c0e\u4f53\u304c\u5fc5\u8981\u3067\u3059\u3002\u4f1a\u793e\u306f<strong>SoC\u30c6\u30b9\u30bf\u30fc\u58f2\u4e0a\u4e88\u60f3\u30929,995\u5104\u5186\u304b\u30891\u51462,435\u5104\u5186\u3078\u4e0a\u65b9\u4fee\u6b63<\/strong>\u3057\u3001\u751f\u7523\u80fd\u529b\u306e\u5897\u5f37\u3092\u52a0\u901f\u3057\u3066\u3044\u307e\u3059(\u6c7a\u7b97\u8aac\u660e\u4f1a\u8cc7\u659914\u30da\u30fc\u30b8)\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">HBM\u3068\u9ad8\u6027\u80fdDRAM\u304c\u30e1\u30e2\u30ea\u30fc\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u3092\u652f\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\u306f\u8907\u6570\u306eDRAM\u3092\u7e26\u306b\u7a4d\u307f\u3001\u9ad8\u901f\u3067\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u9001\u308b\u30e1\u30e2\u30ea\u30fc\u3067\u3059\u3002AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306e\u6027\u80fd\u3092\u5f15\u304d\u51fa\u3059\u90e8\u54c1\u3067\u3042\u308a\u3001<strong>\u7a4d\u5c64\u6570\u3084\u901a\u4fe1\u901f\u5ea6\u304c\u4e0a\u304c\u308b\u307b\u3069\u691c\u67fb\u9805\u76ee\u3082\u5897\u3048\u307e\u3059\u3002<\/strong>\u9ad8\u6027\u80fdDRAM\u5411\u3051\u9700\u8981\u306f1Q\u306e\u5897\u53ce\u3092\u652f\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u30e1\u30e2\u30ea\u30fc\u30c6\u30b9\u30bf\u30fc\u306e\u30b7\u30a7\u30a2\u306f\u77ed\u671f\u7684\u306b\u4f4e\u4e0b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002NAND\u5411\u3051\u3067\u65e2\u5b58\u9867\u5ba2\u3078\u306e\u98df\u3044\u8fbc\u307f\u304c\u5f31\u304f\u3001\u88fd\u54c1\u5207\u308a\u66ff\u3048\u671f\u306b\u3082\u3042\u308b\u305f\u3081\u3067\u3059\u3002\u65b0\u88fd\u54c1\u3067\u30b7\u30a7\u30a2\u3092\u53d6\u308a\u623b\u305b\u308b\u304b\u306f\u3001\u4eca\u5f8c\u306e\u53d7\u6ce8\u306b\u8868\u308c\u307e\u3059\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\">2026\u5e74\u306e\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u4e88\u60f3\u306f130\u5104\u301c145\u5104\u30c9\u30eb\u3078\u62e1\u5927<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u306f<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>2026\u5e74\u306e\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u4e88\u60f3\u3092130\u5104\u301c145\u5104\u30c9\u30eb\u3078\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002<\/strong><\/span>\u63a8\u8ad6AI\u5411\u3051ASIC\u3001CPU\u3001DRAM\u304c\u6210\u9577\u3092\u727d\u5f15\u3057\u307e\u3059\u3002\u5e02\u5834\u91d1\u984d\u306b\u306f\u5024\u4e0a\u304c\u308a\u3082\u542b\u307e\u308c\u308b\u305f\u3081\u3001\u6570\u91cf\u5897\u3068\u306f\u5206\u3051\u3066\u898b\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u5e02\u5834\u898f\u6a21<\/th><th>2024\u5e74<\/th><th>2025\u5e74<\/th><th>2026\u5e744\u6708\u4e88\u60f3<\/th><th>2026\u5e747\u6708\u4e88\u60f3<\/th><\/tr><\/thead><tbody><tr><td>\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u5168\u4f53<\/td><td>60\u5104\u30c9\u30eb<\/td><td>90\u5104\u30c9\u30eb<\/td><td>109\u5104\u301c122\u5104\u30c9\u30eb<\/td><td>130\u5104\u301c145\u5104\u30c9\u30eb<\/td><\/tr><tr><td>SoC\u30c6\u30b9\u30bf\u30fc<\/td><td>41\u5104\u30c9\u30eb<\/td><td>69\u5104\u30c9\u30eb<\/td><td>87\u5104\u301c95\u5104\u30c9\u30eb<\/td><td>105\u5104\u301c115\u5104\u30c9\u30eb<\/td><\/tr><tr><td>\u30e1\u30e2\u30ea\u30fc\u30c6\u30b9\u30bf\u30fc<\/td><td>19\u5104\u30c9\u30eb<\/td><td>21\u5104\u30c9\u30eb<\/td><td>22\u5104\u301c27\u5104\u30c9\u30eb<\/td><td>25\u5104\u301c30\u5104\u30c9\u30eb<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">\u51fa\u6240: \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u300c2026\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u300d12\u30da\u30fc\u30b8\u3092\u57fa\u306b\u30a4\u30f3\u30d9\u30b9\u30c8\u30ea\u30fc\u30c0\u30fc\u30ba\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">SoC\u30c6\u30b9\u30bf\u30fc\u5e74\u75231\u4e07\u53f0\u3068\u9700\u8981\u306e18\u30ab\u6708\u53ef\u8996\u5316\u304c\u6210\u9577\u3092\u652f\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f27\u5e743\u6708\u672b\u307e\u3067\u306bSoC\u30c6\u30b9\u30bf\u30fc\u306e\u5e74\u7523\u80fd\u529b\u3092\u6bb5\u968e\u7684\u306b5,000\u53f0\u4ee5\u4e0a\u3078\u5897\u3084\u3057\u3001<strong>2028\u5e74\u672b\u304b\u30892029\u5e74\u521d\u3081\u306b1\u4e07\u53f0\u3092\u76ee\u6307\u3057\u307e\u3059\u3002<\/strong>\u69cb\u6210\u5dee\u3092\u8abf\u6574\u3059\u308b\u3068\u30011\u4e07\u53f0\u306f2020\u5e74\u6642\u70b9\u306e\u7d042\u4e07\u53f0\u5206\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3084\u4f9b\u7d66\u7db2\u3068\u5148\u306e\u9700\u8981\u3092\u898b\u901a\u305b\u308b\u671f\u9593\u3082\u3001\u5f93\u6765\u306e\u7d046\u30ab\u6708\u304b\u308918\u30ab\u6708\u3078\u5ef6\u3073\u307e\u3057\u305f\u3002\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u67a0\u3084\u30d1\u30c3\u30b1\u30fc\u30b8\u5de5\u7a0b\u304c\u4e0d\u8db3\u3057\u3001\u65e9\u671f\u306e\u8a2d\u5099\u8a08\u753b\u304c\u5fc5\u8981\u306b\u306a\u3063\u305f\u305f\u3081\u3067\u3059\u3002\u5148\u307e\u3067\u9700\u8981\u3092\u898b\u901a\u305b\u308c\u3070\u3001\u904e\u5270\u306a\u751f\u7523\u6295\u8cc7\u3092\u907f\u3051\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5\u5e74\u306712\u500d\u3001PER37\u500d\u306e\u682a\u4fa1\u306f\u5b89\u3055\u3088\u308a\u5229\u76ca\u6210\u9577\u3092\u7e54\u308a\u8fbc\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\/c77317d23ab0eba237e247b874864e4f.jpg\" alt=\"5\u5e74\u306712\u500d\u3001PER37\u500d\u306e\u682a\u4fa1\u306f\u5b89\u3055\u3088\u308a\u5229\u76ca\u6210\u9577\u3092\u7e54\u308a\u8fbc\u3080\" class=\"wp-image-16207\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c77317d23ab0eba237e247b874864e4f.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c77317d23ab0eba237e247b874864e4f-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c77317d23ab0eba237e247b874864e4f-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/c77317d23ab0eba237e247b874864e4f-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306e\u682a\u4fa1\u306f\u30012021\u5e74\u672b\u306e2,725\u5186\u304b\u30892026\u5e748\u67085\u65e5\u306e33,720\u5186\u307e\u3067\u7d0412.4\u500d\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u9014\u4e2d\u306b\u306f\u534a\u5c0e\u4f53\u666f\u6c17\u306e\u60aa\u5316\u306b\u3088\u308b\u4e0b\u843d\u3082\u3042\u308a\u307e\u3057\u305f\u304c\u30012023\u5e74\u4ee5\u964d\u306fAI\u30b5\u30fc\u30d0\u30fc\u6295\u8cc7\u3092\u8ffd\u3046\u5f62\u3067\u4e0a\u6607\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7de8\u96c6\u90e8\u3067\u306f\u3001AI\u534a\u5c0e\u4f53\u95a2\u9023\u306e\u4e2d\u3067\u3082\u696d\u7e3e\u306e\u88cf\u4ed8\u3051\u304c\u7279\u306b\u5f37\u3044\u9298\u67c4\u3068\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u305f\u3060\u3057\u3001\u4eca\u306e\u682a\u4fa1\u306f\u6765\u671f\u4ee5\u964d\u3082AI\u5411\u3051\u9700\u8981\u304c\u4f38\u3073\u308b\u524d\u63d0\u307e\u3067\u7e54\u308a\u8fbc\u3093\u3060\u6c34\u6e96\u3067\u3059\u3002<\/strong><\/span>\u5272\u5b89\u682a\u3067\u306f\u306a\u304f\u3001\u4eca\u5f8c\u3082\u9ad8\u3044\u5897\u76ca\u304c\u7d9a\u304f\u3068\u898b\u3089\u308c\u3066\u3044\u308b\u9298\u67c4\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1805\" height=\"830\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/image-782.png\" alt=\"\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\" class=\"wp-image-16213\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/image-782.png 1805w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/image-782-300x138.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/image-782-768x353.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/image-782-1536x706.png 1536w\" sizes=\"(max-width: 1805px) 100vw, 1805px\" \/><figcaption class=\"wp-element-caption\">2021\u5e741\u6708\u304b\u30892026\u5e748\u6708\u307e\u3067\u306e\u6708\u8db3\u30c1\u30e3\u30fc\u30c8\u3000TradingView\u3088\u308a\u5f15\u7528<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2022\u5e74\u306e\u8abf\u6574\u3092\u7d4c\u30662023\u5e74\u304b\u3089AI\u76f8\u5834\u304c\u52a0\u901f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5206\u5272\u8abf\u6574\u5f8c\u306e\u5e74\u672b\u682a\u4fa1\u306f\u30012021\u5e74\u304c2,725\u5186\u30012022\u5e74\u304c2,120\u5186\u3067\u3057\u305f\u3002<strong>2022\u5e74\u306f\u9ad8\u50242,845\u5186\u304b\u3089\u5b89\u50241,650\u5186\u307e\u3067\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002<\/strong>\u534a\u5c0e\u4f53\u9700\u8981\u306e\u5faa\u74b0\u60aa\u5316\u304c\u3001\u9ad8\u3044\u6210\u9577\u671f\u5f85\u3092\u3044\u3063\u305f\u3093\u5265\u304c\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u5f8c\u306f2023\u5e74\u672b4,797\u5186\u30012024\u5e74\u672b9,198\u5186\u30012025\u5e74\u672b19,635\u5186\u3068\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002AI\u7528GPU\u3068HBM\u306e\u5897\u7523\u304c\u691c\u67fb\u9700\u8981\u3078\u6ce2\u53ca\u3057\u3001\u682a\u4fa1\u306f3\u5e74\u7d9a\u3051\u3066\u307b\u307c\u500d\u5897\u3059\u308b\u52e2\u3044\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f2023\u5e7410\u67081\u65e5\u4ed8\u30671\u682a\u30924\u682a\u3078\u5206\u5272\u3057\u307e\u3057\u305f\u3002\u672c\u8a18\u4e8b\u306e\u904e\u53bb\u682a\u4fa1\u306f\u3001\u6bd4\u8f03\u6761\u4ef6\u3092\u305d\u308d\u3048\u308b\u305f\u3081\u5206\u5272\u5f8c\u306e\u57fa\u6e96\u3078\u8abf\u6574\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6c7a\u7b97\u524d25,200\u5186\u304b\u308933,720\u5186\u3078\u4e0a\u6607\u3057\u5e74\u521d\u6765\u9ad8\u5024\u3078\u63a5\u8fd1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u682a\u4fa1\u306f3\u670831\u65e5\u306b\u5e74\u521d\u6765\u5b89\u502419,720\u5186\u3092\u4ed8\u3051\u30016\u670825\u65e5\u306b\u306f35,940\u5186\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u534a\u5c0e\u4f53\u682a\u5168\u4f53\u306e\u8abf\u6574\u30684\u6708\u306e\u4f1a\u793e\u4e88\u60f3\u3078\u306e\u5931\u671b\u3067\u632f\u308c\u306a\u304c\u3089\u3082\u3001\u9577\u671f\u306e\u4e0a\u6607\u57fa\u8abf\u306f\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7\u670829\u65e5\u7d42\u5024\u306f25,200\u5186\u3067\u3057\u305f\u304c\u3001\u7fcc\u65e5\u306e\u7d42\u5024\u306f27,935\u5186\u30018\u67085\u65e5\u306b\u306f33,720\u5186\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5e74\u521d\u6765\u9ad8\u5024\u307e\u3067\u7d046.2%\u306e\u6c34\u6e96\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u51fa\u6765\u9ad8\u3092\u4f34\u3046\u6025\u53cd\u767a\u306f\u4e0a\u65b9\u4fee\u6b63\u3078\u306e\u8a55\u4fa1\u3092\u793a\u3059\u4e00\u65b9\u3001\u77ed\u671f\u7684\u306a\u904e\u71b1\u3082\u62db\u304d\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6642\u4fa1\u7dcf\u984d24\u5146\u5186\u53f0\u30fbPBR23\u500d\u53f0\u3067\u306f\u696d\u7e3e\u4e0a\u632f\u308c\u306e\u7d99\u7d9a\u304c\u5fc5\u8981<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">8\u67085\u65e5\u7d42\u5024\u3092\u57fa\u6e96\u306b\u3059\u308b\u3068\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u4f1a\u793e\u4e88\u60f3EPS911.64\u5186\u306b\u5bfe\u3059\u308bPER\u306f37.01\u500d\u3067\u3059\u3002<\/strong><\/span>\u5b9f\u7e3ePBR\u306f23.41\u500d\u3001\u6642\u4fa1\u7dcf\u984d\u306f\u81ea\u5df1\u682a\u5f0f\u3092\u9664\u304f\u682a\u6570\u3067\u6982\u7b97\u3057\u3066\u7d0424.4\u5146\u5186\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">27\u5e743\u6708\u671f\u306e\u914d\u5f53\u4e88\u60f3\u306f\u672a\u5b9a\u3067\u3042\u308a\u3001\u4e88\u60f3\u914d\u5f53\u5229\u56de\u308a\u306f\u7b97\u51fa\u3067\u304d\u307e\u305b\u3093\u3002\u5229\u76ca\u304c\u6025\u5897\u3057\u3066\u3044\u308b\u305f\u3081PER\u306f\u4ee5\u524d\u3088\u308a\u4f4e\u4e0b\u3057\u307e\u3057\u305f\u304c\u3001\u8cc7\u7523\u4fa1\u5024\u306b\u5bfe\u3059\u308b\u8a55\u4fa1\u306f\u4eca\u3082\u306a\u304a\u3001\u304b\u306a\u308a\u306e\u9ad8\u6c34\u6e96\u3067\u3059\u3002\u73fe\u5728\u5024\u3092\u652f\u3048\u308b\u306b\u306f\u3001\u6b21\u5e74\u5ea6\u4ee5\u964d\u306e\u5897\u76ca\u3082\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a3c\u5238\u4f1a\u793e\u306e\u76ee\u6a19\u682a\u4fa1\u306f\u66f4\u65b0\u6642\u70b9\u3084\u5229\u76ca\u524d\u63d0\u304c\u7570\u306a\u308b\u305f\u3081\u3001\u672c\u7a3f\u306e\u8a55\u4fa1\u8ef8\u306b\u306f\u63a1\u7528\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/stocindex_per\/\">[\u95a2\u9023]PER(\u682a\u4fa1\u53ce\u76ca\u7387)\u3068\u306f\uff1f\u610f\u5473\u3084\u65e5\u672c\u682a\u3068\u7c73\u56fd\u682a\u306b\u304a\u3051\u308b\u76ee\u5b89\u3001\u6d3b\u7528\u65b9\u6cd5\u3092\u5fb9\u5e95\u89e3\u8aac<\/a><\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/stocindex_pbr\/\">[\u95a2\u9023]PBR(\u682a\u4fa1\u7d14\u8cc7\u7523\u500d\u7387)\u3068\u306f\uff1f\u696d\u7a2e\u5225\u306e\u76ee\u5b89\u3084\u8a08\u7b97\u5f0f\u3001\u6295\u8cc7\u3067\u306e\u6d3b\u7528\u8853\u3092\u30d7\u30ed\u304c\u89e3\u8aac\uff01<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u55b6\u696d\u5229\u76ca\u7387\u30fb1\u4e07\u53f0\u4f53\u5236\u30fb10\u6708\u306e\u6307\u6570\u9700\u7d66\u304c\u6b21\u306e\u682a\u4fa1\u3092\u5de6\u53f3\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\/42dd0d7646d740a03578ea14359f1d96.jpg\" alt=\"\u55b6\u696d\u5229\u76ca\u7387\u30fb1\u4e07\u53f0\u4f53\u5236\u30fb10\u6708\u306e\u6307\u6570\u9700\u7d66\u304c\u6b21\u306e\u5206\u5c90\u70b9\" class=\"wp-image-16208\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/42dd0d7646d740a03578ea14359f1d96.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/42dd0d7646d740a03578ea14359f1d96-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/42dd0d7646d740a03578ea14359f1d96-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/42dd0d7646d740a03578ea14359f1d96-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7de8\u96c6\u90e8\u306f\u3001\u4e2d\u9577\u671f\u3067\u306f\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u3068\u3053\u308d\u3092\u5c11\u3057\u305a\u3064\u8cb7\u3046\u4f59\u5730\u304c\u3042\u308b\u4e00\u65b9\u3001\u77ed\u671f\u7684\u306a\u9ad8\u5024\u8ffd\u3044\u306f\u907f\u3051\u305f\u3044\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u63a8\u8ad6AI\u3068HBM\u5411\u3051\u691c\u67fb\u9700\u8981\u306f\u5f37\u3044\u534a\u9762\u3001\u9ad8\u3044\u8a55\u4fa1\u500d\u7387\u304c\u60aa\u6750\u6599\u3078\u306e\u53cd\u5fdc\u3092\u5897\u5e45\u3057\u3001\u682a\u4fa1\u306e\u632f\u308c\u3092\u5927\u304d\u304f\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>\u3053\u3053\u304b\u3089\u4e00\u6bb5\u9ad8\u3078\u9032\u3080\u306b\u306f\u3001\u4f1a\u793e\u8a08\u753b\u3092\u4e0a\u56de\u308b\u5229\u76ca\u7387\u3068\u5f37\u3044\u53d7\u6ce8\u74b0\u5883\u3092\u6b21\u56de\u6c7a\u7b97\u3067\u3082\u793a\u3059\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/strong><\/span>\u9700\u8981\u920d\u5316\u3084\u30b3\u30b9\u30c8\u5897\u304c\u8868\u9762\u5316\u3059\u308c\u3070PER\u8abf\u6574\u304c\u8d77\u3053\u308a\u3084\u3059\u304f\u300110\u6708\u306b\u306f\u65e5\u7d4c\u5e73\u5747\u306e\u6307\u6570\u9700\u7d66\u3082\u52a0\u308f\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">51.7%\u306e\u55b6\u696d\u5229\u76ca\u7387\u3092\u4fdd\u3066\u308b\u304b\u304c\u6b21\u56de\u6c7a\u7b97\u306e\u6ce8\u76ee\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1Q\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f\u904e\u53bb\u6700\u9ad8\u6c34\u6e96\u3067\u3057\u305f\u304c\u3001\u4f1a\u793e\u306f\u540c\u3058\u63a1\u7b97\u304c\u5e74\u9593\u3092\u901a\u3058\u3066\u7d9a\u304f\u3068\u306f\u898b\u3066\u3044\u307e\u305b\u3093\u30021Q\u306b\u306f\u5728\u5eab\u8a55\u4fa1\u640d\u306e\u623b\u308a\u3082\u3042\u308a\u3001\u4eca\u5f8c\u306fDRAM\u3092\u542b\u3080\u90e8\u6750\u4fa1\u683c\u306e\u4e0a\u6607\u304c\u88fd\u9020\u539f\u4fa1\u3092\u62bc\u3057\u4e0a\u3052\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u76ca\u7387\u3092\u5de6\u53f3\u3059\u308b\u306e\u306f\u3001\u5024\u4e0a\u3052\u3084\u88fd\u54c1\u69cb\u6210\u306e\u6539\u5584\u3067\u30b3\u30b9\u30c8\u5897\u3092\u5438\u53ce\u3067\u304d\u308b\u304b\u3067\u3059\u3002\u58f2\u4e0a\u304c\u8a08\u753b\u3092\u4e0a\u56de\u3063\u3066\u3082\u3001\u5229\u76ca\u7387\u304c\u6025\u4f4e\u4e0b\u3059\u308c\u3070EPS\u306e\u4e0a\u632f\u308c\u5e45\u306f\u7e2e\u307f\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u6b21\u56de\u6c7a\u7b97\u3067\u306f\u3001\u53d7\u6ce8\u984d\u3088\u308a\u7c97\u5229\u7387\u3068\u55b6\u696d\u5229\u76ca\u7387\u306e\u52d5\u304d\u3092\u91cd\u304f\u898b\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u90e8\u6750\u4fa1\u683c\u4e0a\u6607\u3092\u5438\u53ce\u3057\u306a\u304c\u3089\u5e74\u75231\u4e07\u53f0\u3078\u9032\u3081\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5897\u7523\u306b\u306f\u5de5\u5834\u3060\u3051\u3067\u306a\u304f\u3001\u96fb\u6e90\u3084\u8a08\u6e2c\u90e8\u54c1\u3001\u59d4\u8a17\u751f\u7523\u5148\u306e\u78ba\u4fdd\u304c\u5fc5\u8981\u3067\u3059\u3002\u540c\u793e\u306f\u6771\u5357\u30a2\u30b8\u30a2\u3067EMS\u306e\u7b2c2\u62e0\u70b9\u3092\u4f7f\u3044\u3001\u4e3b\u8981\u90e8\u54c1\u3067\u306f\u9577\u671f\u5951\u7d04\u3082\u9032\u3081\u3066\u3044\u307e\u3059\u3002EMS\u306f\u5916\u90e8\u4f01\u696d\u3078\u88fd\u9020\u3092\u59d4\u8a17\u3059\u308b\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u304c\u4f9b\u7d66\u80fd\u529b\u3092\u8d85\u3048\u308c\u3070\u3001\u8ca9\u58f2\u6a5f\u4f1a\u3092\u5931\u3046\u3060\u3051\u3067\u306a\u304f\u7d0d\u671f\u3082\u9577\u671f\u5316\u3057\u307e\u3059\u3002\u53cd\u5bfe\u306b\u9700\u8981\u304c\u6025\u6e1b\u3059\u308c\u3070\u3001\u5897\u7523\u6295\u8cc7\u304c\u91cd\u3044\u56fa\u5b9a\u8cbb\u8ca0\u62c5\u3078\u5909\u308f\u308a\u307e\u3059\u3002<strong>5,000\u53f0\u4f53\u5236\u3078\u306e\u79fb\u884c\u6642\u671f\u3068\u30011\u4e07\u53f0\u3078\u5411\u3051\u305f\u8ffd\u52a0\u6295\u8cc7\u304c\u5229\u76ca\u3092\u5727\u8feb\u3057\u306a\u3044\u304b\u304c\u91cd\u8981\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65e5\u7d4c\u5e73\u5747\u30ad\u30e3\u30c3\u30d7\u8abf\u6574\u6bd4\u73870.9\u304b\u30890.8\u3078\u306e\u5909\u66f4\u306b\u6ce8\u610f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u793e\u306f\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306e\u65e5\u7d4c\u5e73\u5747\u3067\u306e\u30a6\u30a8\u30fc\u30c8\u304c10%\u306e\u4e0a\u9650\u3092\u8d85\u3048\u305f\u305f\u3081\u3001<strong>2026\u5e7410\u67081\u65e5\u306b\u30ad\u30e3\u30c3\u30d7\u8abf\u6574\u6bd4\u7387\u30920.9\u304b\u30890.8\u3078\u4e0b\u3052\u307e\u3059\u3002<\/strong>\u6307\u6570\u8a08\u7b97\u306b\u4f7f\u3046\u8abf\u6574\u6e08\u307f\u682a\u4fa1\u63db\u7b97\u4fc2\u6570\u306f7.2\u304b\u30896.4\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6307\u6570\u9023\u52d5\u578b\u30d5\u30a1\u30f3\u30c9\u306f\u65b0\u3057\u3044\u6bd4\u7387\u3078\u5408\u308f\u305b\u3066\u4fdd\u6709\u91cf\u3092\u8abf\u6574\u3059\u308b\u305f\u3081\u3001\u5b9f\u65bd\u524d\u5f8c\u306b\u6a5f\u68b0\u7684\u306a\u58f2\u8cb7\u304c\u767a\u751f\u3057\u5f97\u307e\u3059\u3002\u3053\u308c\u306f\u696d\u7e3e\u60aa\u5316\u3092\u610f\u5473\u3057\u307e\u305b\u3093\u3002\u305f\u3060\u3057\u3001\u682a\u4fa1\u304c\u9ad8\u5024\u570f\u306b\u3042\u308b\u6642\u671f\u3068\u91cd\u306a\u308c\u3070\u3001\u77ed\u671f\u9700\u7d66\u306e\u91cd\u8377\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u6295\u8cc7\u306e\u9078\u5225\u3001\u5186\u9ad8\u3001\u30e1\u30e2\u30ea\u30fc\u30b7\u30a7\u30a2\u4f4e\u4e0b\u304c\u9ad8PER\u306e\u8abf\u6574\u8981\u56e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ed\u30a4\u30bf\u30fc\u306f2026\u5e747\u6708\u3001\u534a\u5c0e\u4f53\u682a\u304b\u3089AI\u6295\u8cc7\u3092\u884c\u3046\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u3078\u8cc7\u91d1\u304c\u79fb\u308b\u53ef\u80fd\u6027\u3092\u5831\u3058\u307e\u3057\u305f\u3002AI\u30b5\u30fc\u30d3\u30b9\u306e\u53ce\u76ca\u304c\u5de8\u984d\u6295\u8cc7\u3078\u898b\u5408\u308f\u306a\u3051\u308c\u3070\u3001\u9867\u5ba2\u304c\u8a2d\u5099\u6295\u8cc7\u3092\u9078\u5225\u3057\u3001\u30c6\u30b9\u30bf\u30fc\u53d7\u6ce8\u306b\u3082\u9045\u308c\u3066\u97ff\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u719f\u3057\u305f\u81ea\u52d5\u8eca\u30fb\u7523\u696d\u5411\u3051\u534a\u5c0e\u4f53\u306e\u5f31\u3055\u3001\u5186\u9ad8\u3001\u30e1\u30e2\u30ea\u30fc\u5206\u91ce\u306e\u30b7\u30a7\u30a2\u4f4e\u4e0b\u3082\u7121\u8996\u3067\u304d\u307e\u305b\u3093\u3002\u3055\u3089\u306b\u3001\u8ee2\u63db\u793e\u50b5\u306f\u5c06\u6765\u306e\u5e0c\u8584\u5316\u8981\u56e0\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u9ad8PER\u9298\u67c4\u3067\u306f\u3001\u696d\u7e3e\u898b\u901a\u3057\u304c\u308f\u305a\u304b\u306b\u4e0b\u632f\u308c\u3057\u305f\u3060\u3051\u3067\u3082\u58f2\u308a\u304c\u96c6\u4e2d\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u30011,500\u5104\u5186\u3092\u4e0a\u9650\u3068\u3059\u308b\u81ea\u793e\u682a\u8cb7\u3044\u306f\u9700\u7d66\u3092\u652f\u3048\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u8ee2\u63db\u793e\u50b5\u306b\u3088\u308b\u6f5c\u5728\u7684\u306a\u5e0c\u8584\u5316\u3092\u5b8c\u5168\u306b\u6253\u3061\u6d88\u3059\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff5c\u696d\u7e3e\u306f\u5f37\u3044\u304c\u682a\u4fa1\u306f\u6210\u9577\u306e\u6301\u7d9a\u307e\u3067\u7e54\u308a\u8fbc\u3093\u3067\u3044\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\/9fa9b941119197d8981b1fb625002010.jpg\" alt=\"\u307e\u3068\u3081\uff5c\u696d\u7e3e\u306f\u5f37\u3044\u304c\u682a\u4fa1\u306f\u6210\u9577\u306e\u6301\u7d9a\u307e\u3067\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\" class=\"wp-image-16209\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fa9b941119197d8981b1fb625002010.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fa9b941119197d8981b1fb625002010-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fa9b941119197d8981b1fb625002010-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fa9b941119197d8981b1fb625002010-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u63a8\u8ad6AI\u5411\u3051ASIC\u3001CPU\u3001HBM\u306e\u691c\u67fb\u9700\u8981\u3092\u53d6\u308a\u8fbc\u307f\u300127\u5e743\u6708\u671f1Q\u3067\u6700\u9ad8\u76ca\u3092\u66f4\u65b0\u3057\u307e\u3057\u305f\u3002\u534a\u5c0e\u4f53\u304c\u8907\u96d1\u306b\u306a\u308b\u307b\u3069\u30c6\u30b9\u30c8\u6642\u9593\u3068\u633f\u5165\u56de\u6570\u304c\u5897\u3048\u308b\u305f\u3081\u3001AI\u6295\u8cc7\u306e\u6069\u6075\u306f\u51fa\u8377\u6570\u91cf\u4ee5\u4e0a\u306b\u5e83\u304c\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>\u4e2d\u9577\u671f\u306e\u6210\u9577\u671f\u5f85\u306f\u9ad8\u3044\u534a\u9762\u3001\u4eca\u306e\u682a\u4fa1\u306f\u304b\u306a\u308a\u5148\u306e\u5229\u76ca\u6210\u9577\u307e\u3067\u7e54\u308a\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/strong><\/span>AI\u534a\u5c0e\u4f53\u95a2\u9023\u306e\u4e2d\u3067\u306f\u696d\u7e3e\u306e\u88cf\u4ed8\u3051\u304c\u5f37\u304f\u3066\u3082\u3001\u5272\u5b89\u306a\u9298\u67c4\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306b\u898b\u308b\u6570\u5b57\u306f\u30012Q\u4ee5\u964d\u306e\u55b6\u696d\u5229\u76ca\u7387\u3001SoC\u30c6\u30b9\u30bf\u30fc5,000\u53f0\u4f53\u5236\u3078\u306e\u9032\u6357\u3001\u30e1\u30e2\u30ea\u30fc\u30b7\u30a7\u30a2\u3067\u3059\u300210\u6708\u306e\u6307\u6570\u8abf\u6574\u306f\u696d\u7e3e\u3068\u5207\u308a\u5206\u3051\u3001\u77ed\u671f\u9700\u7d66\u306e\u5909\u5316\u3068\u3057\u3066\u6271\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u9577\u671f\u3067\u306f\u3001\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u3068\u3053\u308d\u3092\u5c11\u3057\u305a\u3064\u8cb7\u3046\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u6c7a\u7b97\u5f8c\u306b\u8cb7\u3044\u304c\u96c6\u4e2d\u3057\u305f\u76f4\u5f8c\u3092\u7121\u7406\u306b\u8ffd\u3046\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6b21\u56de\u6c7a\u7b97\u3067\u5229\u76ca\u7387\u3068\u53d7\u6ce8\u3092\u78ba\u304b\u3081\u3001\u696d\u7e3e\u306e\u4f38\u3073\u304c\u7d9a\u304f\u304b\u898b\u3066\u304b\u3089\u3067\u3082\u9045\u304f\u306a\u3044\u3067\u3057\u3087\u3046\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\" action=\"https:\/\/report.calltree-system.com\/jio\/register.php\">\n  <input type=\"hidden\" name=\"success-page\" value=\"https:\/\/trend-scouter.jp\/jio\/pages\/thanks.html\"> <!-- value\u306b\u306f \u767b\u9332\u6210\u529f\u6642\u306e\u9077\u79fb\u5148\u3092 https:\/\/ \u304b\u3089\u30d5\u30eb\u30d1\u30b9\u3067\u6307\u5b9a\u3059\u308b -->\n  <input type=\"hidden\" name=\"error-page\" value=\"https:\/\/trend-scouter.jp\/jio\/pages\/error.html\"> <!-- value\u306b\u306f \u767b\u9332\u5931\u6557\u6642\u306e\u9077\u79fb\u5148\u3092 https:\/\/ \u304b\u3089\u30d5\u30eb\u30d1\u30b9\u3067\u6307\u5b9a\u3059\u308b -->\n  <input type=\"hidden\" name=\"check-email-duplication\" value=\"1\"><!-- \u91cd\u8907\u767b\u9332\u6642\u30a8\u30e9\u30fc\u7528 -->\n    <!-- \u30ea\u30d5\u30a1\u30e9\u30fc -->\n<input type=\"hidden\" name=\"referer\" value=\"\">\n<input type=\"hidden\" name=\"code\" value=\"\">\n<input type=\"hidden\" name=\"utm_source\" value=\"\">\n<input type=\"hidden\" name=\"utm_medium\" value=\"\">\n<input type=\"hidden\" name=\"utm_campaign\" value=\"\">\n\t<div class=\"kijishitacv\">\n\t\t<div class=\"left_box\">\n\t\t\t<input name=\"email\" placeholder=\"\u3053\u3053\u306b\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3092\u5165\u529b\" id=\"Usermail\" value=\"\" class=\"form_input_input\" type=\"email\" required\/>\n\t\t\t<div>\n\t\t\t<label><input type=\"checkbox\" class=\"checkbox1\" name=\"privacy\" value=\"1\" checked \/><a href=\"https:\/\/trend-scouter.jp\/jio\/pages\/privacy.html\" target=\"_blank\">\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u4e8b\u9805<\/a>\u306b\u540c\u610f\u3059\u308b<\/label>\n\t\t\t<label><input type=\"checkbox\" class=\"checkbox1\" name=\"email-check\" value=\"1\" checked \/>\u30e1\u30fc\u30eb\u914d\u4fe1\u306b\u540c\u610f\u3057\u3001\u65e5\u672c\u6295\u8cc7\u6a5f\u69cb\u682a\u5f0f\u4f1a\u793e\u304b\u3089\u306e\u30e1\u30fc\u30eb\u3092\u53d7\u3051\u53d6\u308b<\/label>\n      <label><input 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