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\n
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\u30106961\u3011\u30a8\u30f3\u30d7\u30e9\u30b9\u3000\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\u30002025\u5e749\u67081\u65e5\uff5e2026\u5e742\u670826\u65e5<\/figcaption><\/figure>\n\n\n\n

\u30a8\u30f3\u30d7\u30e9\u30b9\u306f\u3001\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u7528\u306eIC\u30bd\u30b1\u30c3\u30c8\u3084\u30d0\u30fc\u30f3\u30a4\u30f3\u30bd\u30b1\u30c3\u30c8\u3092\u4e3b\u529b\u3068\u3059\u308b\u7cbe\u5bc6\u90e8\u54c1\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002
\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u30d7\u30e9\u30b9\u30c1\u30c3\u30af\u306e\u7cbe\u5bc6\u52a0\u5de5\u6280\u8853\u306b\u5f37\u307f\u304c\u3042\u308a\u3001\u534a\u5c0e\u4f53\u4ee5\u5916\u306b\u3082\u81ea\u52d5\u8eca\u5411\u3051\u30ae\u30e4\u90e8\u54c1\u3084LED\u30ec\u30f3\u30ba\u306a\u3069\u306e\u4e8b\u696d\u3082\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u30bd\u30b1\u30c3\u30c8\u306fAI\u5411\u3051GPU\u3084\u30b5\u30fc\u30d0\u30fc\u7528\u30c1\u30c3\u30d7\u306e\u6700\u7d42\u691c\u67fb\u5de5\u7a0b\u306b\u4e0d\u53ef\u6b20\u306a\u90e8\u54c1<\/span><\/strong>\u3067\u3042\u308a\u3001AI\u534a\u5c0e\u4f53\u306e\u9ad8\u6a5f\u80fd\u5316\u30fb\u5927\u578b\u5316\u306b\u4f34\u3063\u3066\u30bd\u30b1\u30c3\u30c8\u306e\u9ad8\u4ed8\u52a0\u4fa1\u5024\u5316\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

1\u670830\u65e5\u306b\u767a\u8868\u3057\u305f2026\u5e743\u6708\u671f\u7b2c3\u56db\u534a\u671f\u7d2f\u8a08(4-12\u6708)\u6c7a\u7b97\u3067\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd412.4%\u5897\u306e323.74\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca\u306f\u540c27.3%\u5897\u306e52\u5104\u5186\u3068\u5805\u8abf\u306b\u62e1\u5927\u3057\u307e\u3057\u305f\u3002
\u7279\u306b10-12\u6708\u671f(\u7b2c3\u56db\u534a\u671f\u5358\u4f53)\u306f\u7d4c\u5e38\u5229\u76ca\u304c\u524d\u5e74\u540c\u671f\u6bd497.1%\u5897\u3068\u5927\u304d\u304f\u4f38\u3073\u3001\u58f2\u4e0a\u55b6\u696d\u5229\u76ca\u7387\u3082\u524d\u5e74\u540c\u671f\u306e8.0%\u304b\u308918.7%\u306b\u6025\u6539\u5584<\/span><\/strong>\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u901a\u671f\u306e\u7d4c\u5e38\u5229\u76ca\u4e88\u60f3\u306f55\u5104\u5186\u304b\u308965\u5104\u5186\u306b18.2%\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u3001\u5897\u76ca\u7387\u306f1.0%\u304b\u308919.4%\u306b\u62e1\u5927\u3059\u308b\u898b\u901a\u3057\u3068\u306a\u308a\u307e\u3057\u305f\u3002
\u6c7a\u7b97\u767a\u8868\u7fcc\u65e5\u306e\u682a\u4fa1\u306f\u30b9\u30c8\u30c3\u30d7\u9ad8\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

santec Holdings(6777)\uff5c\u5149\u90e8\u54c1\u304c\u6025\u62e1\u5927\u30fb\u901a\u671f\u58f2\u4e0a\u3092300\u5104\u5186\u306b\u5927\u5e45\u5897\u984d<\/h3>\n\n\n\n
\"\"
\u30106777\u3011santec Holdings\u3000\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\u30002025\u5e7410\u67082\u65e5\uff5e2026\u5e742\u670826\u65e5<\/figcaption><\/figure>\n\n\n\n

santec Holdings\u306f\u3001\u5149\u901a\u4fe1\u7528\u306e\u5149\u90e8\u54c1(\u5149\u30d1\u30ef\u30fc\u30e2\u30cb\u30bf\u30fc\u3001\u5149\u30d5\u30a3\u30eb\u30bf\u30fc\u3001\u5149\u53ef\u5909\u6e1b\u8870\u5668\u306a\u3069)\u3068\u5149\u6e2c\u5b9a\u5668\u3092\u88fd\u9020\u3059\u308b\u5149\u6280\u8853\u306e\u5c02\u696d\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002
\u611b\u77e5\u770c\u5c0f\u7267\u5e02\u306b\u672c\u793e\u3092\u7f6e\u304d\u3001\u6d77\u5916\u58f2\u4e0a\u9ad8\u6bd4\u7387\u304c\u7d0477%\u3068\u9ad8\u3044\u30b0\u30ed\u30fc\u30d0\u30eb\u30cb\u30c3\u30c1\u30c8\u30c3\u30d7\u4f01\u696d<\/span><\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n

\u8fd1\u5e74\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30b1\u30fc\u30d6\u30eb\u306e\u691c\u67fb\u88c5\u7f6e\u306e\u9700\u8981\u304c\u6025\u62e1\u5927\u3057\u3066\u304a\u308a\u3001AI\u95a2\u9023\u9298\u67c4\u3068\u3057\u3066\u3082\u6ce8\u76ee<\/span><\/strong>\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

1\u670830\u65e5\u306b\u767a\u8868\u3057\u305f2026\u5e743\u6708\u671f3\u56db\u534a\u671f\u7d2f\u8a08(4-12\u6708)\u6c7a\u7b97\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd422.7%\u5897\u306e212.48\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca\u306f\u540c26.1%\u5897\u306e68.36\u5104\u5186\u3068\u5927\u5e45\u306a\u5897\u53ce\u5897\u76ca\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002
\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u30b3\u30cd\u30af\u30bf\u30fc\u4ed8\u304d\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30b1\u30fc\u30d6\u30eb\u691c\u67fb\u88c5\u7f6e\u304c\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3001\u5149\u30e2\u30cb\u30bf\u30fc\u306a\u3069\u306e\u5149\u90e8\u54c1\u3082\u5805\u8abf\u306b\u4f38\u3073\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u901a\u671f\u4e88\u60f3\u306f\u58f2\u4e0a\u9ad8\u3092260\u5104\u5186\u304b\u3089300\u5104\u5186(\u524d\u671f\u6bd425%\u5897)\u3078\u3001\u55b6\u696d\u5229\u76ca\u309274\u5104\u5186\u304b\u308993\u5104\u5186(\u540c25%\u5897)\u3078\u3068\u5927\u5e45\u306b\u5897\u984d\u4fee\u6b63\u3057\u307e\u3057\u305f\u3002
\u5e74\u9593\u914d\u5f53\u308250\u5186\u4e0a\u4e57\u305b\u3057200\u5186\u306b\u5f15\u304d\u4e0a\u3052\u3066\u304a\u308a\u3001\u767a\u8868\u7fcc\u55b6\u696d\u65e5\u306b\u306f\u682a\u4fa1\u304c\u30b9\u30c8\u30c3\u30d7\u9ad8\u3068\u306a\u308a\u3001\u8db3\u5143\u3067\u306f20,000\u5186\u3092\u7a81\u7834\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u30fb\u534a\u5c0e\u4f53\u95a2\u9023\u682a\u306e\u4eca\u5f8c\u306f\uff1f\u6025\u9a30\u5f8c\u306b\u8cb7\u3046\u969b\u306e\u6295\u8cc7\u5224\u65ad\u306e\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\u3053\u3053\u304b\u3089\u306f\u3001\u904e\u71b1\u611f\u3092\u611f\u3058\u3066\u3053\u3053\u304b\u3089\u8cb7\u3044\u306b\u5165\u3063\u3066\u826f\u3044\u304b\u60a9\u3093\u3067\u3044\u308b\u65b9\u306b\u3001\u58f2\u8cb7\u5224\u65ad\u3092\u884c\u3046\u4e0a\u3067\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u30dd\u30a4\u30f3\u30c8\u2460\uff5cPER\u6c34\u6e96\u3092\u51b7\u9759\u306b\u78ba\u8a8d\u3059\u308b<\/h3>\n\n\n\n

\u4e0a\u8a184\u9298\u67c4\u306f\u3044\u305a\u308c\u3082\u597d\u6c7a\u7b97\u3092\u80cc\u666f\u306b\u682a\u4fa1\u304c\u6025\u9a30\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u6025\u9a30\u5f8c\u306e\u682a\u4fa1\u306b\u306f\u300c\u4eca\u5f8c\u3082\u540c\u3058\u6210\u9577\u7387\u304c\u7d9a\u304f\u300d\u3068\u3044\u3046\u671f\u5f85\u304c\u3059\u3067\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002
\u7279\u306bAI\u30e1\u30ab\u30c6\u30c3\u30af\u306e\u3088\u3046\u306b\u4e88\u60f3PER<\/a>\u304c50\u500d\u3092\u8d85\u3048\u308b\u6c34\u6e96\u307e\u3067\u8cb7\u308f\u308c\u3066\u3044\u308b\u9298\u67c4<\/span><\/strong>\u3067\u306f\u3001\u5c11\u3057\u3067\u3082\u6210\u9577\u920d\u5316\u306e\u30b7\u30b0\u30ca\u30eb\u304c\u51fa\u308c\u3070\u682a\u4fa1\u304c\u5927\u304d\u304f\u8abf\u6574\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u6c7a\u7b97\u76f4\u5f8c\u306b\u98db\u3073\u3064\u304f\u306e\u3067\u306f\u306a\u304f\u3001\u4e0a\u65b9\u4fee\u6b63\u5f8c\u306e\u4e88\u60f3\u5229\u76ca\u30d9\u30fc\u30b9\u3067PER\u3084PEG\u30ec\u30b7\u30aa(PER\u00f7\u5229\u76ca\u6210\u9577\u7387)<\/a>\u3092\u8a08\u7b97\u3057\u3001\u6210\u9577\u6027\u306b\u898b\u5408\u3063\u305f\u682a\u4fa1\u6c34\u6e96\u304b\u3069\u3046\u304b\u3092\u51b7\u9759\u306b\u898b\u6975\u3081\u308b\u3053\u3068\u304c\u91cd\u8981<\/span><\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n

\u30dd\u30a4\u30f3\u30c8\u2461\uff5c\u53d7\u6ce8\u6b8b\u3068\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u3092\u30c1\u30a7\u30c3\u30af<\/h3>\n\n\n\n

AI\u534a\u5c0e\u4f53\u5411\u3051\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u73fe\u5728\u3082\u62e1\u5927\u57fa\u8abf\u306b\u3042\u308a\u307e\u3059\u304c\u3001\u904e\u53bb\u306b\u306f2018\u301c2019\u5e74\u306e\u30e1\u30e2\u30ea\u30fc\u30d0\u30d6\u30eb\u5d29\u58ca\u306e\u3088\u3046\u306b\u3001\u6025\u6fc0\u306a\u9700\u8981\u62e1\u5927\u306e\u5f8c\u306b\u6025\u6e1b\u901f\u3057\u305f\u4e8b\u4f8b<\/span><\/strong>\u3082\u3042\u308a\u307e\u3059\u3002
\u4eca\u56de\u53d6\u308a\u4e0a\u3052\u305f\u9298\u67c4\u306b\u6295\u8cc7\u3059\u308b\u5834\u5408\u306f\u3001\u5358\u306b\u76f4\u8fd1\u306e\u56db\u534a\u671f\u696d\u7e3e\u3060\u3051\u3067\u306a\u304f\u3001\u53d7\u6ce8\u6b8b\u306e\u63a8\u79fb\u3084\u4e3b\u8981\u9867\u5ba2(TSMC\u3001SK hynix\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306a\u3069)\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u306e\u52d5\u5411\u307e\u3067\u76ee\u3092\u914d\u308b<\/span><\/strong>\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u7279\u306b\u65e5\u672c\u96fb\u5b50\u6750\u6599\u3084AI\u30e1\u30ab\u30c6\u30c3\u30af\u306e\u3088\u3046\u306b\u53d7\u6ce8\u304c\u7279\u5b9a\u306e\u5927\u578b\u6848\u4ef6\u306b\u504f\u308a\u3084\u3059\u3044\u88c5\u7f6e\u30fb\u90e8\u6750\u30e1\u30fc\u30ab\u30fc\u3067\u306f\u3001\u7fcc<\/strong>\u56db\u534a\u671f\u4ee5\u964d\u306e\u53d7\u6ce8\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u78ba\u8a8d\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n\n\n\n

\u30dd\u30a4\u30f3\u30c8\u2462\uff5c\u5897\u8cc7\u3092\u5acc\u6c17\u3057\u305f\u58f2\u308a\u4e00\u5de1\u5f8c\u304c\u72d9\u3044\u76ee\u304b<\/h3>\n\n\n\n

2\u670826\u65e5\u306b\u306f\u3001\u65e5\u672c\u96fb\u5b50\u6750\u6599(6855)\u304c\u516c\u52df\u5897\u8cc7\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002

\u4eca\u56de\u306e\u516c\u52df\u5897\u8cc7\u306f174\u4e07\u682a\u306e\u65b0\u682a\u3092\u767a\u884c\u3059\u308b\u3082\u306e\u3067\u3001\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306b\u5bfe\u3059\u308b\u5e0c\u8584\u5316\u7387\u306f13.7\uff05\u306b\u9054\u3057\u307e\u3059\u3002
\u7406\u8ad6\u4e0a\u306f\u682a\u4fa1\u304c13.7\uff05\u4e0b\u843d\u3059\u308b\u8a08\u7b97\u3068\u306a\u308a\u3001\u6628\u4eca\u306eAI\u30fb\u534a\u5c0e\u4f53\u95a2\u9023\u682a\u306e\u4e0a\u6607\u5c40\u9762\u3067\u306e\u767a\u8868\u306f\u610f\u5916\u611f\u3092\u6301\u3063\u3066\u53d7\u3051\u6b62\u3081\u3089\u308c\u307e\u3057\u305f\u3002
\u7279\u306b\u3001\u540c\u793e\u304c\u4ee5\u524d\u306e\u5927\u578b\u8a2d\u5099\u6295\u8cc7\u306e\u969b\u306b\u300c\u8cc7\u91d1\u306f\u81ea\u5df1\u8cc7\u91d1\u3068\u501f\u5165\u3067\u8cc4\u3046\u300d\u3068\u660e\u8a00\u3057\u3066\u3044\u305f\u7d4c\u7def<\/span><\/strong>\u304c\u3042\u308b\u305f\u3081\u3001\u65b9\u91dd\u8ee2\u63db\u304c\u6295\u8cc7\u5bb6\u306e\u5acc\u60aa\u611f\u3092\u5f37\u3081\u305f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002

\u3053\u308c\u3092\u53d7\u3051\u3066\u3001\u65e5\u672c\u96fb\u5b50\u6750\u6599\u3068\u540c\u696d\u306e\u65e5\u672c\u30de\u30a4\u30af\u30ed\u30cb\u30af\u30b9(6871)\u3084\u3001\u540c\u69d8\u306b\u682a\u4fa1\u304c\u4e0a\u6607\u3057\u3066\u3044\u305fAI\u30e1\u30ab\u30c6\u30c3\u30af(6227)\u306a\u3069\u304c\u3001\u3064\u3089\u308c\u3066\u4e0b\u843d\u3059\u308b\u5834\u9762\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002
\u4e00\u822c\u7684\u306b\u5897\u8cc7\u306b\u3088\u308b\u5e0c\u8584\u5316\u306f\u77ed\u671f\u7684\u306b\u306f\u30cd\u30ac\u30c6\u30a3\u30d6\u3067\u3059\u304c\u3001\u4eca\u56de\u306f\u8ca1\u52d9\u6539\u5584\u76ee\u7684\u3067\u306f\u306a\u304f\u3001AI\u95a2\u9023\u306e\u6210\u9577\u306b\u5411\u3051\u305f\u524d\u5411\u304d\u306a\u6295\u8cc7\u8cc7\u91d1\u306e\u8abf\u9054\u3068\u3044\u3046\u5074\u9762\u304c\u5f37\u3044\u305f\u3081\u3001\u9577\u671f\u7684\u306b\u306f\u6295\u8cc7\u5bb6\u304b\u3089\u8a55\u4fa1\u3055\u308c\u308b\u4f59\u5730<\/span><\/strong>\u3082\u3042\u308a\u307e\u3059\u3002

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\u307e\u3068\u3081\uff5cAI\u30fb\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u306b\u5f15\u304d\u7d9a\u304d\u6ce8\u76ee<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

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\u5171\u901a\u3057\u3066\u3044\u308b\u306e\u306f\u3001AI\u534a\u5c0e\u4f53\u306e\u5927\u898f\u6a21\u5316\u30fb\u9ad8\u901f\u5316\u306e\u6069\u6075\u304c\u3001\u88c5\u7f6e\u3001\u691c\u67fb\u90e8\u6750\u3001\u30c6\u30b9\u30c8\u30bd\u30b1\u30c3\u30c8\u3001\u5149\u901a\u4fe1\u90e8\u54c1\u3068\u3044\u3063\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5e45\u5e83\u3044\u9818\u57df\u306b\u6ce2\u53ca\u3057\u3066\u3044\u308b<\/span><\/strong>\u3068\u3044\u3046\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n

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\n
\n
\n

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