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class=\"arc-h2\"><span class=\"arc-h2__no\">2<\/span>NVIDIA\u304c\u300c\u6f14\u7b97\u300d\u306a\u3089\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u300c\u8a18\u61b6\u300d<\/h2>\n<p>\u7d50\u8ad6\u304b\u3089\u66f8\u304f\u3002\u5e02\u5834\u304c\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u652f\u6255\u3063\u3066\u3044\u308b\u306e\u306f\u3001\u300c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u597d\u6c7a\u7b97\u300d\u306b\u5bfe\u3059\u308b\u5bfe\u4fa1\u3067\u306f\u306a\u3044\u3002<strong>\u751f\u6210AI\u30a4\u30f3\u30d5\u30e9\u306e\u4e0d\u53ef\u6b20\u306a\u69cb\u6210\u8981\u7d20\u3092\u3001\u72ec\u5360\u7684\u306b\u63e1\u3063\u3066\u3044\u308b\u30d7\u30ec\u30a4\u30e4\u30fc<\/strong>\u306b\u5bfe\u3059\u308b\u5bfe\u4fa1\u3067\u3042\u308b\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u3053\u306e\u69cb\u9020\u306f\u5358\u72ec\u3067\u306f\u6210\u7acb\u3057\u306a\u3044\u3002\u540c\u30585\u670820\u65e5\u3001\u7c73NVIDIA\u3082\u8a18\u9332\u7684\u306a\u6c7a\u7b97\u3092\u767a\u8868\u3057\u305f\u3002\u58f2\u4e0a\u9ad8816\u5104\u30c9\u30eb\uff08\u524d\u5e74\u540c\u671f\u6bd485%\u5897\uff09\u3001\u7d14\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u306e3\u500d\u8d85\u306e583\u5104\u30c9\u30eb\u3001\u6b21\u671f\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u306f910\u5104\u30c9\u30eb\u3002\u6587\u5b57\u901a\u308a\u300c\u5b8c\u74a7\u300d\u306a\u6570\u5b57\u3060\u3063\u305f\u3002<\/p>\n<p>NVIDIA\u3068\u30ad\u30aa\u30af\u30b7\u30a2\u3092\u4e26\u3079\u305f\u3068\u304d\u3001\u3053\u306e\u4e8c\u793e\u306f\u7af6\u5408\u95a2\u4fc2\u3067\u306f\u306a\u3044\u3002<strong>\u88dc\u5b8c\u95a2\u4fc2<\/strong>\u306b\u3042\u308b\u3002\u751f\u6210AI\u3068\u3044\u3046\u73fe\u8c61\u306f\u3001\u672c\u8cea\u7684\u306b\u4e8c\u3064\u306e\u8981\u7d20\u3067\u6210\u308a\u7acb\u3063\u3066\u3044\u308b\u3002<\/p>\n<p><!-- \u88dc\u5b8c\u95a2\u4fc2\u306e\u56f3 --><\/p>\n<figure class=\"arc-figure\">\n<div class=\"arc-figure__inner\">\n<svg class=\"arc-diagram\" viewBox=\"0 0 700 360\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" role=\"img\" aria-label=\"NVIDIA\u3068\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u88dc\u5b8c\u95a2\u4fc2\">\n  <!-- \u80cc\u666f -->\n  <rect x=\"0\" y=\"0\" width=\"700\" height=\"360\" fill=\"#f8f5ee\"\/>\n  <!-- \u5de6\uff1aNVIDIA -->\n  <g>\n    <rect x=\"40\" y=\"60\" width=\"260\" height=\"240\" fill=\"#fff\" stroke=\"#3a342b\" stroke-width=\"2\" rx=\"2\"\/>\n    <text x=\"170\" y=\"95\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"22\" font-weight=\"bold\" text-anchor=\"middle\">NVIDIA<\/text>\n    <text x=\"170\" y=\"120\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"12\" text-anchor=\"middle\">\u6f14\u7b97 \uff0f COMPUTE<\/text>\n    <line x1=\"80\" y1=\"135\" x2=\"260\" y2=\"135\" stroke=\"#bda87a\" stroke-width=\"1\"\/>\n    <text x=\"60\" y=\"165\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 GPU\uff08H100\/B200\uff09<\/text>\n    <text x=\"60\" y=\"190\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 \u5b66\u7fd2\u30fb\u63a8\u8ad6\u306e\u6f14\u7b97\u51e6\u7406<\/text>\n    <text x=\"60\" y=\"215\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 HBM\uff08\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\uff09\u3068\u7d71\u5408<\/text>\n    <text x=\"60\" y=\"252\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"11\">\u76f4\u8fd1Q1\u58f2\u4e0a\u9ad8<\/text>\n    <text x=\"60\" y=\"276\" fill=\"#c44b3a\" font-family=\"serif\" font-size=\"22\" font-weight=\"bold\">816\u5104\u30c9\u30eb<\/text>\n    <text x=\"180\" y=\"276\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"11\">\uff08\u524d\u5e74\u6bd4+85%\uff09<\/text>\n  <\/g>\n  <!-- \u4e2d\u592e\uff1a\u88dc\u5b8c\u3092\u793a\u3059\u8a18\u53f7 -->\n  <g>\n    <circle cx=\"350\" cy=\"180\" r=\"32\" fill=\"#c44b3a\"\/>\n    <text x=\"350\" y=\"187\" fill=\"#fff\" font-family=\"serif\" font-size=\"28\" font-weight=\"bold\" text-anchor=\"middle\">\uff0b<\/text>\n    <text x=\"350\" y=\"240\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"12\" font-style=\"italic\" text-anchor=\"middle\">\u88dc\u5b8c\u72ec\u5360<\/text>\n    <text x=\"350\" y=\"256\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"10\" text-anchor=\"middle\">complementary monopoly<\/text>\n  <\/g>\n  <!-- \u53f3\uff1a\u30ad\u30aa\u30af\u30b7\u30a2 -->\n  <g>\n    <rect x=\"400\" y=\"60\" width=\"260\" height=\"240\" fill=\"#fff\" stroke=\"#3a342b\" stroke-width=\"2\" rx=\"2\"\/>\n    <text x=\"530\" y=\"95\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"22\" font-weight=\"bold\" text-anchor=\"middle\">KIOXIA<\/text>\n    <text x=\"530\" y=\"120\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"12\" text-anchor=\"middle\">\u8a18\u61b6 \uff0f MEMORY<\/text>\n    <line x1=\"440\" y1=\"135\" x2=\"620\" y2=\"135\" stroke=\"#bda87a\" stroke-width=\"1\"\/>\n    <text x=\"420\" y=\"165\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 NAND\uff083\u6b21\u5143\u30d5\u30e9\u30c3\u30b7\u30e5\uff09<\/text>\n    <text x=\"420\" y=\"190\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 \u5b66\u7fd2\u30c7\u30fc\u30bf\u30fb\u30e2\u30c7\u30eb\u306e\u4fdd\u5b58<\/text>\n    <text x=\"420\" y=\"215\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"13\">\u25b8 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSSD<\/text>\n    <text x=\"420\" y=\"252\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"11\">2026\/4-6\u671f \u7d14\u5229\u76ca\u4e88\u60f3<\/text>\n    <text x=\"420\" y=\"276\" fill=\"#c44b3a\" font-family=\"serif\" font-size=\"22\" font-weight=\"bold\">8,690\u5104\u5186<\/text>\n    <text x=\"560\" y=\"276\" fill=\"#7d7568\" font-family=\"serif\" font-size=\"11\">\uff08\u524d\u5e74\u6bd4\u00d748\uff09<\/text>\n  <\/g>\n  <!-- \u30bf\u30a4\u30c8\u30eb -->\n  <text x=\"350\" y=\"32\" fill=\"#3a342b\" font-family=\"serif\" font-size=\"14\" font-weight=\"bold\" text-anchor=\"middle\">AI\u30a4\u30f3\u30d5\u30e9\u306e2\u5927\u72ec\u5360\u30dd\u30b8\u30b7\u30e7\u30f3<\/text>\n<\/svg><figcaption class=\"arc-figure__caption\">\u56f32\uff1a\u751f\u6210AI\u30a4\u30f3\u30d5\u30e9\u306f\u300c\u6f14\u7b97\u300d\u3068\u300c\u8a18\u61b6\u300d\u306e\u4e21\u8f2a\u3067\u6210\u308a\u7acb\u3064\u3002NVIDIA\u304c\u6f14\u7b97\u5074\u3092\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u304c\u8a18\u61b6\u5074\u3092\u3001\u305d\u308c\u305e\u308c\u5be1\u5360\u3057\u3064\u3064\u3042\u308b\u69cb\u9020\u3002<\/figcaption><\/div>\n<\/figure>\n<p>\u2500\u2500\u4e00\u3064\u306f\u3001\u30c7\u30fc\u30bf\u3092<strong>\u51e6\u7406<\/strong>\u3059\u308b\u529b\uff08\u6f14\u7b97\uff09\u3002\u3082\u3046\u4e00\u3064\u306f\u3001\u30c7\u30fc\u30bf\u3092<strong>\u4fdd\u5b58\u3057\u3001\u5fc5\u8981\u306a\u3068\u304d\u306b\u5f15\u304d\u51fa\u3059<\/strong>\u529b\uff08\u8a18\u61b6\uff09\u3002NVIDIA\u306f\u524d\u8005\u3092\u652f\u914d\u3057\u3066\u3044\u308b\u3002\u305d\u3057\u3066\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u3001\u5f8c\u8005\u306e\u4e2d\u6838\u2500\u2500\u7279\u306bAI\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u5927\u5bb9\u91cfNAND\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u306e\u5206\u91ce\u3067\u3001\u72ec\u5360\u7684\u306a\u5730\u4f4d\u3092\u7bc9\u304d\u3064\u3064\u3042\u308b\u3002<\/p>\n<div class=\"arc-callout\">\n<div class=\"arc-callout__label\">\u7528\u8a9e\u30e1\u30e2\uff1aNAND\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u3068\u306f<\/div>\n<div class=\"arc-callout__body\">\u96fb\u6e90\u3092\u5207\u3063\u3066\u3082\u30c7\u30fc\u30bf\u304c\u6d88\u3048\u306a\u3044\u300c\u4e0d\u63ee\u767a\u6027\u300d\u306e\u30e1\u30e2\u30ea\u3002\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u5185\u8535\u30b9\u30c8\u30ec\u30fc\u30b8\u3084PC\u306eSSD\u306b\u4f7f\u308f\u308c\u308b\u3002AI\u30b5\u30fc\u30d0\u30fc\u3067\u306f\u3001\u5b66\u7fd2\u7528\u306e\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3084\u3001\u63a8\u8ad6\u6642\u306b\u53c2\u7167\u3059\u308b\u30e2\u30c7\u30eb\u30d1\u30e9\u30e1\u30fc\u30bf\u306e\u4fdd\u5b58\u306b\u5927\u91cf\u306eNAND\u304c\u5fc5\u8981\u306b\u306a\u308b\u3002HBM\uff08\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\uff09\u304c\u300c\u77ed\u671f\u8a18\u61b6\u300d\u3060\u3068\u3059\u308c\u3070\u3001NAND\u306f\u300c\u9577\u671f\u8a18\u61b6\u300d\u306b\u3042\u305f\u308b\u3002<\/div>\n<\/div>\n<h2 class=\"arc-h2\"><span class=\"arc-h2__no\">3<\/span>\u300c\u30e1\u30e2\u30ea\u306e\u58c1\u300d\u3068\u3044\u3046\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u3092\u62bc\u3057\u4e0a\u3052\u308b<\/h2>\n<p>\u3082\u3046\u5c11\u3057\u6280\u8853\u7684\u306a\u8a71\u3092\u3059\u308b\u3002AI\u306e\u4e16\u754c\u306b\u306f<strong>\u300c\u30e1\u30e2\u30ea\u306e\u58c1\uff08Memory Wall\uff09\u300d<\/strong>\u3068\u3044\u3046\u53e4\u5178\u7684\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u3042\u308b\u3002GPU\u304c\u3069\u308c\u3060\u3051\u9ad8\u901f\u306b\u6f14\u7b97\u3057\u3066\u3082\u3001\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3092\u5341\u5206\u306a\u901f\u5ea6\u3067\u904b\u3093\u3067\u3053\u3089\u308c\u306a\u3051\u308c\u3070\u3001\u6027\u80fd\u306f\u51fa\u306a\u3044\u3002<\/p>\n<p>\u3053\u306e\u58c1\u3092\u7a81\u7834\u3059\u308b\u624b\u6bb5\u304c\u3001\u3044\u307e\u4e8c\u6bb5\u968e\u3067\u9032\u884c\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u7b2c\u4e00\u6bb5\u968e\u306f\u3001<strong>HBM\uff08High Bandwidth Memory\uff09<\/strong>\u3002GPU\u306e\u3059\u3050\u96a3\u306b\u8cbc\u308a\u4ed8\u3051\u3066\u3001\u8d85\u9ad8\u901f\u3067\u30c7\u30fc\u30bf\u3092\u4f9b\u7d66\u3059\u308b\u5f79\u5272\u3092\u62c5\u3046\u3002\u3053\u308c\u306fSK hynix\u3001\u30b5\u30e0\u30b9\u30f3\u3001Micron\u304c\u4e3b\u6226\u5834\u3067\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u53c2\u5165\u3057\u3066\u3044\u306a\u3044\u3002<\/p>\n<p>\u7b2c\u4e8c\u6bb5\u968e\u306f\u3001<strong>\u5927\u5bb9\u91cf\u30fb\u9ad8\u901fNAND\u306b\u3088\u308b\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSSD<\/strong>\u3060\u3002AI\u63a8\u8ad6\u306e\u6642\u4ee3\u306b\u5165\u3063\u3066\u3001\u5de8\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3084\u5b66\u7fd2\u6e08\u307f\u30e2\u30c7\u30eb\u3092\u300c\u5e38\u6642\u624b\u306e\u5c4a\u304f\u7bc4\u56f2\u300d\u306b\u7f6e\u3044\u3066\u304a\u304f\u5fc5\u8981\u6027\u304c\u7206\u767a\u7684\u306b\u5897\u3057\u305f\u3002HBM\u306e\u5bb9\u91cf\u3060\u3051\u3067\u306f\u5230\u5e95\u8db3\u308a\u306a\u3044\u3002\u3053\u3053\u3067\u4e3b\u5f79\u306b\u306a\u308b\u306e\u304c\u3001NAND\u3092\u7a4d\u5c64\u3057\u305f\u8d85\u9ad8\u5bb9\u91cfSSD\u3067\u3042\u308b\u3002<\/p>\n<p>\u30ad\u30aa\u30af\u30b7\u30a2\u304c\u624b\u304c\u3051\u308b\u306e\u306f\u307e\u3055\u306b\u3053\u306e\u9818\u57df\u3060\u3002\u540c\u793e\u306e\u696d\u7e3e\u8cc7\u6599\u306b\u3088\u308c\u3070\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5411\u3051SSD\u306e\u58f2\u4e0a\u306f\u5168\u4f53\u306e\u7d046\u5272\u3092\u5360\u3081\u308b\u307e\u3067\u306b\u62e1\u5927\u3057\u3066\u3044\u308b\u3002\u540c\u793e\u306f\u63a8\u8ad6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306e122TB\u7d1aSSD\uff08LC9\uff09\u3084\u3001AI\u30b7\u30b9\u30c6\u30e0\u5411\u3051\u306e\u9ad8\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u88fd\u54c1\uff08CM9\u30b7\u30ea\u30fc\u30ba\uff09\u3092\u6295\u5165\u3057\u3066\u304a\u308a\u3001\u6587\u5b57\u901a\u308aNVIDIA GPU\u306e\u300c\u76f8\u68d2\u300d\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u305f\u88fd\u54c1\u7fa4\u3092\u6301\u3063\u3066\u3044\u308b\u3002<\/p>\n<h2 class=\"arc-h2\"><span class=\"arc-h2__no\">4<\/span>\u30ab\u30eb\u30c6\u30eb\u7684\u512a\u4f4d\u2500\u2500\u306a\u305c\u4f9b\u7d66\u5236\u7d04\u306f\u69cb\u9020\u7684\u306a\u306e\u304b<\/h2>\n<p>\u3053\u3053\u307e\u3067\u304c\u300c\u9700\u8981\u306e\u8a71\u300d\u3060\u3002\u3067\u306f\u306a\u305c\u3001\u9700\u8981\u304c\u3042\u308c\u3070\u666e\u901a\u306a\u3089\u8d77\u3053\u308b\u306f\u305a\u306e\u300c\u5897\u7523\u7af6\u4e89\u306b\u3088\u308b\u4fa1\u683c\u5d29\u58ca\u300d\u304c\u3001\u8d77\u3053\u3089\u306a\u3044\u306e\u304b\u3002<\/p>\n<p>\u7b54\u3048\u306f\u3001\u30e1\u30e2\u30ea\u5404\u793e\u306e<strong>\u6226\u7565\u7684\u306a\u4f9b\u7d66\u6291\u5236<\/strong>\u306b\u3042\u308b\u3002\u3053\u308c\u306f\u53e3\u88cf\u5408\u308f\u305b\u306e\u30ab\u30eb\u30c6\u30eb\u3067\u306f\u306a\u3044\u3002\u5404\u793e\u304c\u72ec\u7acb\u306b\u5224\u65ad\u3057\u305f\u7d50\u679c\u3068\u3057\u3066\u3001\u696d\u754c\u5168\u4f53\u304c\u7d50\u679c\u7684\u306b\u30ab\u30eb\u30c6\u30eb\u7684\u306a\u72b6\u614b\u306b\u306a\u3063\u3066\u3044\u308b\u3001\u3068\u3044\u3046\u610f\u5473\u3060\u3002<\/p>\n<p>\u80cc\u666f\u306b\u306f\u3001\u82e6\u3044\u5b66\u7fd2\u304c\u3042\u308b\u3002Phison Electronics \u306eCEO\u3067\u3042\u308bPua Khein Seng\u6c0f\u304c\u6307\u6458\u3059\u308b\u3088\u3046\u306b\u3001\u904e\u53bb\u306bNAND\u30d9\u30f3\u30c0\u30fc\u304c\u6295\u8cc7\u3092\u5897\u3084\u3059\u305f\u3073\u306b\u4fa1\u683c\u304c\u5d29\u58ca\u3057\u3001\u6295\u8cc7\u56de\u53ce\u3067\u304d\u306a\u304b\u3063\u305f\u7d4c\u9a13\u304c\u3042\u308b\u3002\u3055\u3089\u306b2023\u5e74\u4ee5\u964d\u3001Micron\u3068 SK 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