{"id":1671,"date":"2026-07-20T22:58:30","date_gmt":"2026-07-20T13:58:30","guid":{"rendered":"https:\/\/growing-ip.com\/?p=1671"},"modified":"2026-07-20T22:59:03","modified_gmt":"2026-07-20T13:59:03","slug":"ai%e5%8d%8a%e5%b0%8e%e4%bd%93%e3%83%8b%e3%83%a5%e3%83%bc%e3%82%b932547%e4%bb%b6%e3%82%92%e8%aa%ad%e3%82%80%e3%80%802025%e5%b9%b411%e6%9c%88%e3%81%8b%e3%82%892026%e5%b9%b47%e6%9c%88%e3%81%be%e3%81%a7","status":"publish","type":"post","link":"https:\/\/growing-ip.com\/?p=1671","title":{"rendered":"AI\u534a\u5c0e\u4f53\u30cb\u30e5\u30fc\u30b932,547\u4ef6\u3092\u8aad\u3080\u30002025\u5e7411\u6708\u304b\u30892026\u5e747\u6708\u307e\u3067\u306b\u8d77\u304d\u305f\u300c\u4f9b\u7d66\u7db2\u306e\u56fd\u5bb6\u5316\u300d"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u306f\u3058\u3081\u306b<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e7411\u670818\u65e5\u304b\u30892026\u5e747\u670820\u65e5\u307e\u3067\u3001Google Alerts\u306eRSS\u3067\u534a\u5c0e\u4f53\u95a2\u9023\u30cb\u30e5\u30fc\u30b9\u3092\u53ce\u96c6\u3057\u305f\u3002\u5bfe\u8c61\u306f32,547\u4ef6\u3002\u5927\u91cf\u306e\u898b\u51fa\u3057\u3092\u4e26\u3079\u3066\u307f\u308b\u3068\u3001\u5358\u306a\u308bAI\u30c1\u30c3\u30d7\u30d6\u30fc\u30e0\u4ee5\u4e0a\u306e\u5909\u5316\u304c\u898b\u3048\u3066\u304f\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u7523\u696d\u306e\u4e3b\u6226\u5834\u306f\u3001GPU\u305d\u306e\u3082\u306e\u304b\u3089\u3001GPU\u3092\u652f\u3048\u308b\u30e1\u30e2\u30ea\u3001\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u3001\u5149\u63a5\u7d9a\u3001\u88fd\u9020\u88c5\u7f6e\u3001\u6750\u6599\u3001\u96fb\u529b\u3001\u30ac\u30b9\u3001\u305d\u3057\u3066\u5404\u56fd\u306e\u7523\u696d\u653f\u7b56\u3078\u3068\u5e83\u304c\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d50\u8ad6\u3092\u5148\u306b\u8a00\u3048\u3070\u3001\u3053\u306e\u671f\u9593\u306e\u534a\u5c0e\u4f53\u30cb\u30e5\u30fc\u30b9\u306f\u300cAI\u9700\u8981\u306e\u62e1\u5927\u300d\u3067\u306f\u306a\u304f\u3001\u300cAI\u3092\u652f\u3048\u308b\u4f9b\u7d66\u7db2\u306e\u56fd\u5bb6\u5316\u30fb\u591a\u5c64\u5316\u300d\u306e\u30cb\u30e5\u30fc\u30b9\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u307e\u305a\u3001\u30c7\u30fc\u30bf\u306e\u8aad\u307f\u65b9<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306e\u5206\u6790\u5bfe\u8c61\u306f\u30012025\u5e7411\u670818\u65e5\u304b\u30892026\u5e747\u670820\u65e5\u5348\u524d7\u664209\u5206\u307e\u3067\u306b\u53d6\u5f97\u3055\u308c\u305f32,547\u4ef6\u3067\u3042\u308b\u300211\u670817\u65e5\u4ee5\u524d\u306e14\u4ef6\u306f\u5bfe\u8c61\u671f\u9593\u304b\u3089\u9664\u5916\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u30cb\u30e5\u30fc\u30b9\u4ef6\u6570\u3092\u305d\u306e\u307e\u307e\u5e02\u5834\u306e\u71b1\u91cf\u3068\u307f\u306a\u3059\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u300211\u670829\u65e5\u4ee5\u964d\u3001\u6b21\u306e2\u672c\u306e\u5e83\u3044\u30a2\u30e9\u30fc\u30c8\u304c\u672c\u683c\u7a3c\u50cd\u3057\u3066\u3044\u308b\u305f\u3081\u3060\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u30a2\u30e9\u30fc\u30c8<\/td><td>\u4ef6\u6570<\/td><\/tr><tr><td>\u300c\u534a\u5c0e\u4f53 OR semiconductor\u300d<\/td><td>21,985<\/td><\/tr><tr><td>\u300cTSMC OR Intel OR Samsung OR ASML OR Rapidus\u2026\u300d<\/td><td>10,486<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u7d50\u679c\u300112\u6708\u4ee5\u964d\u306e\u53ce\u96c6\u91cf\u306f\u67084,000\u4ef6\u524d\u5f8c\u30011\u65e5130\u301c145\u4ef6\u306b\u306a\u3063\u305f\u300211\u6708\u304b\u308912\u6708\u306b\u30cb\u30e5\u30fc\u30b9\u304c\u6025\u5897\u3057\u305f\u3088\u3046\u306b\u898b\u3048\u308b\u304c\u3001\u4e3b\u56e0\u306f\u5e02\u5834\u306e\u5909\u5316\u3067\u306f\u306a\u304f\u3001\u53ce\u96c6\u6761\u4ef6\u306e\u5909\u66f4\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u682a\u4fa1\u3001\u6c42\u4eba\u3001YouTube\u3001SNS\u306e\u8a18\u4e8b\u3082\u542b\u307e\u308c\u308b\u3002\u540c\u3058\u51fa\u6765\u4e8b\u304c\u8907\u6570\u5a92\u4f53\u306b\u8ee2\u8f09\u3055\u308c\u308b\u305f\u3081\u3001\u300c\u8a18\u4e8b\u6570\u300d\u3068\u300c\u51fa\u6765\u4e8b\u306e\u6570\u300d\u3082\u4e00\u81f4\u3057\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u305f\u304c\u3063\u3066\u3001\u4ee5\u4e0b\u306e\u6570\u5b57\u306f\u5e02\u5834\u898f\u6a21\u306e\u7d71\u8a08\u3067\u306f\u306a\u304f\u3001\u4e00\u5b9a\u671f\u9593\u306b\u96c6\u307e\u3063\u305f\u30cb\u30e5\u30fc\u30b9\u306e\u8ad6\u70b9\u5206\u5e03\u3068\u3057\u3066\u8aad\u3080\u3079\u304d\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u6700\u3082\u591a\u304b\u3063\u305f\u8ad6\u70b9<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bf\u30a4\u30c8\u30eb\u3092\u30ad\u30fc\u30ef\u30fc\u30c9\u3067\u5206\u985e\u3057\u305f\u3002\u5206\u985e\u306f\u91cd\u8907\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u5408\u8a08\u306f100\uff05\u306b\u306a\u3089\u306a\u3044\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u8ad6\u70b9<\/td><td>\u30bf\u30a4\u30c8\u30eb\u51fa\u73fe\u6570<\/td><td>\u5168\u4f53\u6bd4<\/td><\/tr><tr><td>AI\u30fbGPU\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td><td>7,033<\/td><td>21.6\uff05<\/td><\/tr><tr><td>\u5730\u653f\u5b66\u30fb\u653f\u7b56\u30fb\u8f38\u51fa\u898f\u5236<\/td><td>5,548<\/td><td>17.0\uff05<\/td><\/tr><tr><td>\u5de5\u5834\u30fb\u8a2d\u5099\u6295\u8cc7\u30fb\u91cf\u7523<\/td><td>3,382<\/td><td>10.4\uff05<\/td><\/tr><tr><td>\u65e5\u672c\u30fbRapidus\u30fb\u718a\u672c<\/td><td>3,115<\/td><td>9.6\uff05<\/td><\/tr><tr><td>\u88c5\u7f6e\u30fb\u6750\u6599<\/td><td>1,902<\/td><td>5.8\uff05<\/td><\/tr><tr><td>\u30e1\u30e2\u30ea\u30fbHBM<\/td><td>1,474<\/td><td>4.5\uff05<\/td><\/tr><tr><td>M&amp;A\u30fb\u8cc7\u91d1\u8abf\u9054<\/td><td>1,330<\/td><td>4.1\uff05<\/td><\/tr><tr><td>2nm\u30fb3nm\u30fbEUV\u30fbGAA<\/td><td>623<\/td><td>1.9\uff05<\/td><\/tr><tr><td>\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53<\/td><td>479<\/td><td>1.5\uff05<\/td><\/tr><tr><td>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30fb\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30fb\u5149<\/td><td>299<\/td><td>0.9\uff05<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001AI\u95a2\u9023\u304c\u4e00\u6642\u7684\u306a\u30d4\u30fc\u30af\u3067\u306f\u306a\u304f\u300112\u6708\u4ee5\u964d\u307b\u307c20\u301c24\uff05\u3067\u5b89\u5b9a\u3057\u3066\u3044\u308b\u3053\u3068\u3060\u3002\u4e00\u65b9\u3001\u30e1\u30e2\u30ea\/HBM\u95a2\u9023\u306f12\u6708\u306e3.4\uff05\u304b\u3089\u30017\u6708\u306b\u306f7.7\uff05\u307e\u3067\u4e0a\u6607\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u534a\u5c0e\u4f53\u306e\u7af6\u4e89\u306f\u3001GPU\u306e\u6027\u80fd\u7af6\u4e89\u3060\u3051\u3067\u306f\u306a\u304f\u306a\u3063\u3066\u3044\u308b\u3002\u6b21\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u3001HBM\u3001\u5b9f\u88c5\u3001\u96fb\u529b\u3001\u51b7\u5374\u3001\u5149\u901a\u4fe1\u3001\u305d\u3057\u3066\u88fd\u9020\u80fd\u529b\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u671f\u9593\u4e2d\u306b\u8d77\u304d\u305f5\u3064\u306e\u5909\u5316<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. 2025\u5e7411\u6708\u672b\uff1a\u30cb\u30e5\u30fc\u30b9\u306e\u6025\u5897\u3067\u306f\u306a\u304f\u3001\u76e3\u8996\u4f53\u5236\u306e\u5909\u5316<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">11\u670829\u65e5\u4ee5\u964d\u3001\u5e83\u3044\u691c\u7d22\u6761\u4ef6\u304c\u5e38\u6642\u7a3c\u50cd\u3057\u305f\u300212\u6708\u4ee5\u964d\u306e\u4ef6\u6570\u5897\u52a0\u306f\u3001\u534a\u5c0e\u4f53\u5e02\u5834\u306e\u6025\u5909\u3068\u3044\u3046\u3088\u308a\u3001Google Alerts\u306e\u8a2d\u5b9a\u5909\u66f4\u306b\u3088\u308b\u3082\u306e\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u533a\u5207\u308a\u3092\u7121\u8996\u3057\u3066\u6708\u6b21\u4ef6\u6570\u3092\u6bd4\u8f03\u3059\u308b\u3068\u3001\u8aa4\u3063\u305f\u30c8\u30ec\u30f3\u30c9\u3092\u4f5c\u3063\u3066\u3057\u307e\u3046\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. 2025\u5e7412\u6708\uff1a\u534a\u5c0e\u4f53\u304c\u5b89\u5168\u4fdd\u969c\u3068\u7523\u696d\u653f\u7b56\u306e\u8a00\u8449\u306b\u306a\u3063\u305f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12\u6708\u524d\u534a\u306b\u306f\u3001TSMC\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u5de1\u308b\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u53f0\u6e7e\u6cd5\u4eba\u306e\u8d77\u8a34\u3001\u4e2d\u56fd\u5411\u3051AI\u534a\u5c0e\u4f53\u8f38\u51fa\u898f\u5236\u3001Rapidus\u3078\u306e\u5927\u898f\u6a21\u878d\u8cc7\u69cb\u60f3\u306a\u3069\u304c\u96c6\u4e2d\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u534a\u5c0e\u4f53\u306f\u300c\u65b0\u3057\u3044\u30c1\u30c3\u30d7\u306e\u30cb\u30e5\u30fc\u30b9\u300d\u304b\u3089\u3001\u300c\u8ab0\u304c\u88fd\u9020\u80fd\u529b\u3068\u6280\u8853\u60c5\u5831\u3092\u63e1\u308b\u306e\u304b\u300d\u3068\u3044\u3046\u56fd\u5bb6\u7af6\u4e89\u306e\u30cb\u30e5\u30fc\u30b9\u3078\u5909\u308f\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. 2025\u5e74\u672b\u301c2026\u5e741\u6708\uff1a2nm\u304c\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304b\u3089\u91cf\u7523\u3078<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\u306f2nm\u306e\u91cf\u7523\u30922025\u5e74\u7b2c4\u56db\u534a\u671f\u306b\u958b\u59cb\u3057\u305f\u3068\u8aac\u660e\u3057\u3066\u3044\u308b\u30022nm\u306f\u30ca\u30ce\u30b7\u30fc\u30c8\u578b\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u3092\u63a1\u7528\u3057\u30012026\u5e74\u4e0b\u671f\u306b\u306fN2P\u3082\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.tsmc.com\/english\/dedicatedfoundry\/technology\/logic\/l_2nm\">TSMC\u306e2nm\u6280\u8853\u8aac\u660e<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306e\u610f\u5473\u306f\u3001\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u7af6\u4e89\u304c\u300c\u8ab0\u304c\u5148\u306b\u767a\u8868\u3059\u308b\u304b\u300d\u304b\u3089\u3001\u300c\u6b69\u7559\u307e\u308a\u3001\u91cf\u7523\u80fd\u529b\u3001\u9867\u5ba2\u3092\u78ba\u4fdd\u3067\u304d\u308b\u304b\u300d\u3078\u79fb\u3063\u305f\u3053\u3068\u306b\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. 2026\u5e742\u6708\uff1a\u65e5\u672c\u306e\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u62e0\u70b9\u304c\u5177\u4f53\u5316<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\u718a\u672c\u7b2c2\u5de5\u5834\u306b\u3064\u3044\u3066\u300112\u6708\u306b\u306f2nm\u751f\u7523\u306e\u53ef\u80fd\u6027\u304c\u5831\u3058\u3089\u308c\u3001\u305d\u306e\u5f8c\u306f3nm\u751f\u7523\u8a08\u753b\u3068\u3057\u3066\u5177\u4f53\u5316\u3057\u305f\u3002TSMC\u306e2025\u5e74\u5e74\u6b21\u5831\u544a\u66f8\u3067\u3082\u3001\u718a\u672c\u7b2c2\u5de5\u5834\u30673nm\u3092\u751f\u7523\u3059\u308b\u8a08\u753b\u304c\u793a\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/investor.tsmc.com\/static\/annualReports\/2025\/english\/index.html\">TSMC 2025\u5e74\u6b21\u5831\u544a\u66f8<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u306f\u3001\u6210\u719f\u30ce\u30fc\u30c9\u306e\u8a98\u81f4\u3060\u3051\u3067\u306a\u304f\u3001AI\u5411\u3051\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u306e\u4f9b\u7d66\u62e0\u70b9\u3092\u76ee\u6307\u3059\u6bb5\u968e\u306b\u5165\u3063\u305f\u3002\u305f\u3060\u3057\u3001\u718a\u672c\u30672nm\u304c\u6c7a\u307e\u3063\u305f\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u306a\u3044\u3002\u3053\u3053\u306f\u30cb\u30e5\u30fc\u30b9\u898b\u51fa\u3057\u306e\u5909\u5316\u3068\u516c\u5f0f\u8a08\u753b\u3092\u5206\u3051\u3066\u8aad\u3080\u5fc5\u8981\u304c\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u3058\u6642\u671f\u3001Rapidus\u306b\u3064\u3044\u3066\u306f\u6700\u59272\u5146\u5186\u898f\u6a21\u306e\u878d\u8cc7\u69cb\u60f3\u304c\u5831\u3058\u3089\u308c\u305f\u3002<a href=\"https:\/\/www.japantimes.co.jp\/business\/2025\/12\/12\/companies\/megabanks-rapidus-loans\/\">Reuters\u5831\u9053<\/a>\u306e\u901a\u308a\u3001\u56fd\u5bb6\u652f\u63f4\u306b\u6c11\u9593\u91d1\u878d\u304c\u52a0\u308f\u3063\u305f\u3053\u3068\u306f\u5927\u304d\u3044\u3002\u4e00\u65b9\u3067\u3001\u91cf\u7523\u6b69\u7559\u307e\u308a\u3084\u5546\u696d\u58f2\u4e0a\u304c\u5b9f\u8a3c\u3055\u308c\u305f\u308f\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. 2026\u5e743\u6708\u4ee5\u964d\uff1a\u5f8c\u5de5\u7a0b\u3001\u30e1\u30e2\u30ea\u3001\u8cc7\u6e90\u304c\u4e3b\u5f79\u306b\u306a\u3063\u305f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\u6708\u304b\u30894\u6708\u306b\u304b\u3051\u3066\u3001\u5149\u96fb\u878d\u5408\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u3001\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u30cb\u30e5\u30fc\u30b9\u304c\u76ee\u7acb\u3063\u305f\u3002\u5fae\u7d30\u5316\u3060\u3051\u3067\u306fAI\u6027\u80fd\u3092\u4f38\u3070\u3057\u306b\u304f\u304f\u306a\u308a\u3001\u30c1\u30c3\u30d7\u9593\u63a5\u7d9a\u3068\u6d88\u8cbb\u96fb\u529b\u304c\u7af6\u4e89\u8ef8\u306b\u306a\u3063\u305f\u305f\u3081\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5\u6708\u306b\u306f\u3001ASML\u3068Tata Electronics\u304c\u30a4\u30f3\u30c9\u521d\u306e\u5546\u7528300mm\u30d5\u30a1\u30d6\u306e\u7acb\u3061\u4e0a\u3052\u3067\u63d0\u643a\u3057\u305f\u3002<a href=\"https:\/\/www.asml.com\/en\/news\/press-releases\/2026\/tata-electronics-and-asml-announce-strategic-partnership\">ASML\u306e\u767a\u8868<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305fSamsung\u306f\u300112\u5c64HBM4E\u30b5\u30f3\u30d7\u30eb\u306e\u9867\u5ba2\u5411\u3051\u51fa\u8377\u3092\u767a\u8868\u3057\u305f\u3002<a href=\"https:\/\/semiconductor.samsung.com\/news-events\/news\/samsung-electronics-begins-shipment-of-industry-first-hbm4e-samples\/\">Samsung\u306e\u767a\u8868<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7\u6708\u306b\u306f\u3001\u4e2d\u56fd\u306e\u30d8\u30ea\u30a6\u30e0\u8f38\u51fa\u505c\u6b62\u3001TSMC\u306e\u7c73\u56fd\u8ffd\u52a0\u6295\u8cc71,000\u5104\u30c9\u30eb\u3001\u30a4\u30f3\u30c9\u306eSemicon 2.0\u304c\u91cd\u306a\u3063\u305f\u3002<a href=\"https:\/\/ca.investing.com\/news\/commodities-news\/china-temporarily-bans-helium-exports-as-usiran-tensions-flare-again-4728977\">\u30d8\u30ea\u30a6\u30e0\u8f38\u51fa\u505c\u6b62\u306eReuters\u5831\u9053<\/a>\u3001<a href=\"https:\/\/apnews.com\/article\/ba05b1b952257d371acb9d070e7914ff\">TSMC\u7c73\u56fd\u6295\u8cc7\u306eAP\u5831\u9053<\/a>\u3001<a href=\"https:\/\/www.pmindia.gov.in\/en\/news_updates\/cabinet-approves-semicon-2-0-government-delivers-on-its-commitment-to-semiconductors-in-india\/\">\u30a4\u30f3\u30c9\u653f\u5e9c\u306eSemicon 2.0<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u898b\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u534a\u5c0e\u4f53\u5de5\u5834\u3060\u3051\u3067\u306f\u306a\u3044\u3002\u88c5\u7f6e\u3001\u6750\u6599\u3001\u30ac\u30b9\u3001\u4eba\u6750\u3001\u96fb\u529b\u3092\u542b\u3080\u300c\u88fd\u9020\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u300d\u306e\u4e89\u596a\u6226\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u6ce8\u76ee\u3059\u3079\u304d\u30cb\u30e5\u30fc\u30b9<\/span><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u6642\u671f<\/td><td>\u30cb\u30e5\u30fc\u30b9<\/td><td>\u8aad\u307f\u89e3\u304d<\/td><\/tr><tr><td>2025\/12\/2\uff5e3<\/td><td>TSMC\u6a5f\u5bc6\u60c5\u5831\u3092\u5de1\u308b\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u53f0\u6e7e\u6cd5\u4eba\u8d77\u8a34<\/td><td>\u6280\u8853\u6d41\u51fa\u304c\u5b89\u5168\u4fdd\u969c\u30fb\u7d4c\u55b6\u30ea\u30b9\u30af\u306b\u306a\u3063\u305f<\/td><\/tr><tr><td>2025\/12\/12<\/td><td>Rapidus\u3078\u306e\u6700\u59272\u5146\u5186\u898f\u6a21\u306e\u878d\u8cc7\u69cb\u60f3<\/td><td>\u65e5\u672c\u306e\u5148\u7aef\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u653f\u7b56\u304c\u91d1\u878d\u6bb5\u968e\u3078\u9032\u3093\u3060<\/td><\/tr><tr><td>2025\/12\/30\uff5e2026\/1\/5<\/td><td>TSMC\u306e2nm\u91cf\u7523\u958b\u59cb<\/td><td>\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u7af6\u4e89\u304c\u91cf\u7523\u30fb\u6b69\u7559\u307e\u308a\u7af6\u4e89\u3078\u79fb\u3063\u305f<\/td><\/tr><tr><td>2026\/2\/5<\/td><td>TSMC\u718a\u672c\u7b2c2\u5de5\u5834\u306e3nm\u8a08\u753b<\/td><td>\u65e5\u672c\u304cAI\u5411\u3051\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u4f9b\u7d66\u7db2\u306b\u5165\u3063\u305f<\/td><\/tr><tr><td>2026\/3\/6<\/td><td>\u30c7\u30f3\u30bd\u30fc\u306b\u3088\u308b\u30ed\u30fc\u30e0\u8cb7\u53ce\u63d0\u6848<\/td><td>AI\u4ee5\u5916\u3067\u3082\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u518d\u7de8\u304c\u9032\u3093\u3060<\/td><\/tr><tr><td>2026\/4\u6708<\/td><td>Rapidus\u5468\u8fba\u3067\u5149\u96fb\u878d\u5408\u30fb\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u62e0\u70b9\u5f62\u6210<\/td><td>\u65e5\u672c\u306e\u52dd\u8ca0\u9818\u57df\u304c\u524d\u5de5\u7a0b\u304b\u3089\u5f8c\u5de5\u7a0b\u3078\u5e83\u304c\u3063\u305f<\/td><\/tr><tr><td>2026\/5\/16\uff5e29<\/td><td>ASML\u30fbTata\u63d0\u643a\u3001Samsung HBM4E\u51fa\u8377<\/td><td>\u30a4\u30f3\u30c9\u306e\u88fd\u9020\u7acb\u3061\u4e0a\u3052\u3068HBM\u7af6\u4e89\u304c\u52a0\u901f\u3057\u305f<\/td><\/tr><tr><td>2026\/7\/10\uff5e16<\/td><td>\u30d8\u30ea\u30a6\u30e0\u8f38\u51fa\u505c\u6b62\u3001TSMC\u7c73\u56fd\u8ffd\u52a0\u6295\u8cc7\u3001\u30a4\u30f3\u30c9Semicon 2.0<\/td><td>\u8cc7\u6e90\u30fb\u5730\u653f\u5b66\u30fb\u56fd\u5185\u88fd\u9020\u653f\u7b56\u304c\u540c\u6642\u306b\u5909\u5316\u3057\u305f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u30de\u30af\u30ed\u3067\u898b\u305f\u534a\u5c0e\u4f53\u7523\u696d<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u671f\u9593\u306e\u534a\u5c0e\u4f53\u7523\u696d\u3092\u4e00\u8a00\u3067\u8868\u3059\u306a\u3089\u3001\u300cAI\u9700\u8981\u3092\u4e2d\u5fc3\u306b\u3057\u305f\u8a2d\u5099\u6295\u8cc7\u30d6\u30fc\u30e0\u300d\u3067\u306f\u4e0d\u5341\u5206\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u6b63\u78ba\u306b\u306f\u3001\u6b21\u306e5\u3064\u304c\u540c\u6642\u306b\u9032\u3093\u3067\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u8a08\u7b97\u9700\u8981\u304c\u7d9a\u304f<\/li>\n\n\n\n<li>HBM\u3068\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u304c\u65b0\u305f\u306a\u4f9b\u7d66\u5236\u7d04\u306b\u306a\u308b<\/li>\n\n\n\n<li>TSMC\u3001Samsung\u3001Intel\u3001Rapidus\u304c\u5148\u7aef\u88fd\u9020\u80fd\u529b\u3092\u7af6\u3046<\/li>\n\n\n\n<li>\u7c73\u56fd\u3001\u65e5\u672c\u3001\u30a4\u30f3\u30c9\u3001\u97d3\u56fd\u304c\u56fd\u5185\u88fd\u9020\u3092\u653f\u7b56\u3067\u652f\u3048\u308b<\/li>\n\n\n\n<li>\u8f38\u51fa\u898f\u5236\u3001\u5e0c\u5c11\u8cc7\u6e90\u3001\u6280\u8853\u6d41\u51fa\u304c\u4e8b\u696d\u7d99\u7d9a\u30ea\u30b9\u30af\u306b\u306a\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\u3068Samsung\u306f\u30cb\u30e5\u30fc\u30b9\u4e0a\u306e\u51fa\u73fe\u6570\u3067\u3082\u7a81\u51fa\u3057\u3066\u304a\u308a\u3001TSMC\u306f2,746\u4ef6\u3001Samsung\u306f2,659\u4ef6\u3001Intel\u306f1,802\u4ef6\u3060\u3063\u305f\u3002\u305f\u3060\u3057\u3001\u3053\u308c\u306f\u691c\u7d22\u6761\u4ef6\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u308b\u305f\u3081\u3001\u305d\u306e\u307e\u307e\u4f01\u696d\u306e\u5f37\u3055\u3084\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u793a\u3059\u6570\u5b57\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"swl-fz u-fz-xl\">\u307e\u3068\u3081<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e7411\u6708\u304b\u30892026\u5e747\u6708\u307e\u3067\u306b\u8d77\u304d\u305f\u6700\u5927\u306e\u5909\u5316\u306f\u3001\u534a\u5c0e\u4f53\u30cb\u30e5\u30fc\u30b9\u306e\u4e2d\u5fc3\u304c\u300c\u30c1\u30c3\u30d7\u306e\u6027\u80fd\u300d\u304b\u3089\u300c\u4f9b\u7d66\u7db2\u3092\u8ab0\u304c\u652f\u914d\u3059\u308b\u304b\u300d\u3078\u79fb\u3063\u305f\u3053\u3068\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u5f8c\u306e\u52dd\u6557\u3092\u5206\u3051\u308b\u306e\u306f\u3001GPU\u306e\u30b9\u30da\u30c3\u30af\u3060\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>HBM\u3092\u78ba\u4fdd\u3067\u304d\u308b\u304b<\/li>\n\n\n\n<li>2nm\/3nm\u3092\u5b89\u5b9a\u91cf\u7523\u3067\u304d\u308b\u304b<\/li>\n\n\n\n<li>\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u3068\u5149\u63a5\u7d9a\u3092\u78ba\u4fdd\u3067\u304d\u308b\u304b<\/li>\n\n\n\n<li>\u88c5\u7f6e\u3001\u6750\u6599\u3001\u30ac\u30b9\u3001\u96fb\u529b\u3092\u5b89\u5b9a\u8abf\u9054\u3067\u304d\u308b\u304b<\/li>\n\n\n\n<li>\u5730\u653f\u5b66\u7684\u306a\u5206\u65ad\u3092\u307e\u305f\u3044\u3067\u4f9b\u7d66\u3067\u304d\u308b\u304b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u7523\u696d\u306f\u3001AI\u7523\u696d\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u88fd\u9020\u696d\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u7523\u696d\u3001\u5b89\u5168\u4fdd\u969c\u3001\u91d1\u878d\u653f\u7b56\u306e\u4ea4\u5dee\u70b9\u306b\u306a\u3063\u305f\u3002<\/p>\n\n\n\n<p 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