ã¡ãã£ã¢èšäº
åå°äœå·¥å Žã®èªèŽã§æ°åååæ¯æŽãTSMCãšãœããŒãçæ¬æå
ããºãææ°ããŒã¯ 325
twitterã³ã¡ã³ã 171ä»¶äž 101ïœ171件
å®ãéãåºããæåäŸãæããŠæ¬²ãããå®ã«æ±ããããšã¯è³é調éã§ã¯ãªãèŠå¶ç·©å
ãŸãããšãæè³ãããšããŠãå®æããã®ã¯2023幎ãããïŒè»èŒåå°äœã¯ããããèªèšŒå
¥ããã皌åã¯2024幎以éããªïŒ
ãããšãã
ä¹å·ããäžåœå°æ¹ã®æ¹ã倩çœãèããæã«ããå®å®çšŒåãããšæããã ããä¹å·ãæªããšããããªããŠãã
ããããã§ããð
人ãã»ããã§é Œã
ãããã
ãšã«ããŒãã¯ã©ãæã£ãŠãããâŠ
çæ¬âŠ
ããŸã¢ã³âŠ
ããŸã¢ã³âŠ
åå°äœã«é¢ããŠã¯éå»ã«æ»ã£ãŠã¢ã¬ãšãã³ã¬ãšãããŠã»ããã
åå°äœæŽ»æ§å
ã·ãªã³ã³ã¢ã€ã©ã³ã
ãç®æãçæ¬çãšããŠã
æè¿ã§ããã
åå°äœéçºæè¡è ãšããŠ
ïŒïŒå¹Žéãµã©ãªãŒãã³ã
ãããŸãããã
åœå§åãããªããš
ãªããªãå³ããäžã®äžã«
ãªããŸããã®ã§ã
èªèŽæåãç¥ããŸãð
ã·ãªã³ã³ã¢ã€ã©ã³ã
ãç®æãçæ¬çãšããŠã
æè¿ã§ããã
åå°äœéçºæè¡è ãšããŠ
ïŒïŒå¹Žéãµã©ãªãŒãã³ã
ãããŸãããã
åœå§åãããªããš
ãªããªãå³ããäžã®äžã«
ãªããŸããã®ã§ã
èªèŽæåãç¥ããŸãð
ãã1æ¡ã¯èŠããŸãããæ¬æ°ã§ç«¶äºããæ°ãããªããã
æ¥æ¬äž»å°å°æ¥
ãã£ãæ°ååã§ã¯ãããªãæ¥çãªãã ãã©ã
äœå¹Žåªéæªçœ®ã§ããã®ã
äœå¹Žåªéæªçœ®ã§ããã®ã
æ¥æ¬æ¿åºã¯å€è³ã®å·¥å Žã«ãããã®
å®å®èª¿éã§ããäœå¶ãæŽããŠçµæžå®å
šä¿éã®åŒ·åãå³ãã
æ°ã«ã¯ãªããã©ããå°æ¹Ÿæ¬ç€Ÿæ¡çšã®æ¹ã絊æãè¯ãããªãããã
æ¥æ¬ã®äž»åã ã£ããšã«ããŒãã¡ã¢ãªã¯ãæã®æš©åè
ã«ãã£ãŠæœ°ãããŠããŸã£ãã
岞ç°éŠçžã¯ããã®æå³ã解ã£ãŠãã
ããšã¯ããã®åœã®æŸçœ®ãããŠããæªæãã©ãçãããããâŠ
岞ç°éŠçžã¯ããã®æå³ã解ã£ãŠãã
ããšã¯ããã®åœã®æŸçœ®ãããŠããæªæãã©ãçãããããâŠ
ãœããŒãªããã£ãŠãããã
ãããSONY
èºç©é»èæ¥æ¬
ããã¯ããããã¥ãŒã¹ã
ãšãŠãæããã
åœã¯ãããã¹ããããããåå°äœèªèŽã¯è ããã®é ã«åºãŠããæ¡ä»¶
åœé競äºåãèœãšããªãããã«ã¯åœå ã§çç£ã§ããæ ç¹ãæã€ããš
ãšãŠãæããã
åœã¯ãããã¹ããããããåå°äœèªèŽã¯è ããã®é ã«åºãŠããæ¡ä»¶
åœé競äºåãèœãšããªãããã«ã¯åœå ã§çç£ã§ããæ ç¹ãæã€ããš
確ãåå°äœè°é£ã£ãŠå®å麻çãæé«é¡§åã«ããŠçå©å²žç°ãå±
ããšæããâŠ
æ°ããå©æš©å ã£ãŠäºããªã
æ°ããå©æš©å ã£ãŠäºããªã
åå°äœãæ°åååïŒãã£ãïŒ
ããããããã£ã¢ãšã¢ãŒã ã®å䜵ãšããããŸèããªããªã£ããª
æå
端åå°äœå·¥å Žã§ããªããã°ããããªå€ãæè¡ãèªèŽããŠæå³ãªãããããªãã®ð€·
TSMCã¯å ååäœã§ä»åœã«æè³ããŠããð€
éåºäŒæ¥ãããªãïŒç¥ãããã©w
TSMCã¯å ååäœã§ä»åœã«æè³ããŠããð€
éåºäŒæ¥ãããªãïŒç¥ãããã©w
æµ·å€ã¡ãŒã«ãŒã®èªèŽã§ãªãåœå
ã¡ãŒã«ãŒã®æµ·å€æµåºé²æ¢ãå
決ã§ã¯ïŒ
åå°äœç£æ¥ãæ¬æ°ã§åŸ©æŽ»ããããã®ãªãããš1æ¡ã¯å¿
èŠã ãªã
çŽ æŽããããå°æ¹ŸèªèŽâŒ
äžåœããã€ã³ããããâŒ
äžåœããã€ã³ããããâŒ
æ¥æ¬ã®åå°äœæœ°ããŠãããŠèªèŽãšãïœ
ãŸãããããªããããªãã
ãŸãããããªããããªãã
ãšæã£ãããã£ãŠãããããã
ãããããå€æ
çšéå
¥ããŠæå
端ã§ãäœã§ããªãå·¥å Žäœã£ãŠãåå°äœã®äŸçµŠç¶²ã¯äœäžã€åŒ·åãããªãããå®åæ°ãçå©æ°ãªã©ã®ã»ã³ã¹ãŒãã®åå°äœè°é£ã®å¥œããããªããæ¹ã ãªã
ãå®ãæè³åºæ¥ããããæ±åãªããŠå€§å·¥å ŽïŒã€æ¡ä»¶ã§ãããçç£ãã£ãç Žç¶»ããããããŒããã£ã±ããã€ãã³ãæ±ãã倧åãããããã§ããæ¡ä»¶ããªã
æ¶è²»è
ã¯äžã
補åãè²·ããªãã£ãŠåããŠããã©å·¥å Žã§çç£ç®¡çããŠã瀟å¡ã®æ¹ã2亀æ¿å€åã§è£œé ã©ã€ã³ã§åããŠã人ã®å€§å€ããèããŠæ¬²ãã(ÂŽã»Ïã»`)
åœå ã«å·¥å Žãå€ããªãã°éçšãå¢ãããè¯ããšæãã
åœå ã«å·¥å Žãå€ããªãã°éçšãå¢ãããè¯ããšæãã
ãããªããšã«ãªããªããæšå¹Žã®ããã®å£²åŽãé»æ¢ããæ¹ãè¯ãã£ãã
èªåœçç£ã§ç¡ããã°ãã¯ã¯ãã³ãšäžç·ã§å£²ã£ãŠè²°ããªãã
èªåœçç£ã§ç¡ããã°ãã¯ã¯ãã³ãšäžç·ã§å£²ã£ãŠè²°ããªãã
ãªãã§æ¥æ¬äŒæ¥ãå
šæ»
ããŠããæµ·å€äŒæ¥æ¯æŽããã®ïŒãšãæããã©ãæ¥æ¬äŒæ¥ããæ¯æŽãã䟡å€ããªãã£ãã®ããªã
åå°äœã®ç±³åœETF SMHããã£ããšåã£ãŠãŸãããæè¿ã¯ãã¥ãŒã¹ã§ãåå°äœäžè¶³ãéèŠäŒžã³ãã®èšäºãèŠãããŸãâš
å人çã«ãæåŸ ããŠè²·ã£ãŠããã ãã©ã°ïž
ãããªã®æã蟌ã¿æžã¿ããŒã£ãŠãããããªãã§äžããã(ç¬)
å人çã«ãæåŸ ããŠè²·ã£ãŠããã ãã©ã°ïž
ãããªã®æã蟌ã¿æžã¿ããŒã£ãŠãããããªãã§äžããã(ç¬)
足ããªãã
ç«ã¡äžããŠãæ°å¹Žã§ééããããšã®ãªãããåæ¯æŽéè¿éæ¡ä»¶ã€ãããš
ããŠãã©ããªããŸããïŒ
æ¥æ¬ã®ãå®ã絊æã§æãããŠã©ãããã人ãéãŸããã ããã
æäºã«ã¯å€åœè³æ¬ã ãããšèŒžåºãçŠæ¢ãããããããæµè¡ãã®çµæžå®ä¿ãšã¯ããããããšãã
æå³ããããããã§è¯ãããããªãã®ã§ãããåå°äœãã¡ããæ¥æ¬ã«ãããããã£ããšããŠãããã§è£œé ããŠããã®ã¯ã»ãšãã©å€è³ã®åå°äœã¡ãŒã«ãŒã ã£ãå Žåããã§ãåœå
補é æ¥ãžã®å®å®äŸçµŠã®å©ãã«ãªãã®ããããããããšã西åŽè«žåœã§ãã¡ããæã¡åããŸãããã£ãŠããšïŒ
åœã®å€åœã«äŒæ¥ããã®çšéã§åŸæŒãããã®ã€ãæè¿ã§ä»åºŠã¯åž°ã£ãŠããã®ã«çšéã§ããïŒèªæ°å
ã®ãã«ãªæ¿çã§ããã¶ããã¶ç¡é§é䜿ãããã®äœã ããªïŒèªæ°å
ã¯æ¿ç倱æããã®èªããïŒ
æãšã«ããŒããèŠæ®ºãã«ããŠæµ·å€äŒæ¥ã«æè¡ããšåžåãããåœæã®ãšã«ããŒãã®ç 究è
çã®äžéšã¯äžåœãéåœã®å€§äŒæ¥ã§æŽ»èºããŠããä»ãã¿ããšãæ¬åœã«äžæãè¡ãã®ãäžå®ã«ãªãã
èªèŽã§å€åœäŒæ¥ãžæè³ããããããªããŠ
岞ç°å é£ã«ã¯
æ¥æ¬äŒæ¥ã«ãããµãã©ã€ãã§ãŒã³æ§ç¯ããã£ãŠæ¬²ããã£ããªð€
æ®å¿µæ®å¿µð
岞ç°å é£ã«ã¯
æ¥æ¬äŒæ¥ã«ãããµãã©ã€ãã§ãŒã³æ§ç¯ããã£ãŠæ¬²ããã£ããªð€
æ®å¿µæ®å¿µð
é Œãã§ã
ãŒããäžã€è¶³ããªãæ°å
åã«ããã¹ãã
é²ãã§ãŸããâïž
æ¥æ¬ã«å·¥å Žãã§ããé ã«ã¯åå°äœãäœã£ãŠãããæ¥æ¬ã¯ããããšãé
ãã§ããã
äžåœäŸåè±åŽ
ä»æŽã¢ããw
éåœã«ãã³ãããåã«æãæã£ãŠããã°ä»é 倧æ ãŠããªããŠãããã§ãã®ã«ã
éåœã«ãã³ãããåã«æãæã£ãŠããã°ä»é 倧æ ãŠããªããŠãããã§ãã®ã«ã
åœå
åå°äœç£æ¥ãè¡°éããåŸã§ãããããªãã ããªâŠã
ãç«å°å ã¯çæ¬çå ãæåã
ããããããåå°ååŒããªããã°ãã
ãç«å°å ã¯çæ¬çå ãæåã
ããããããåå°ååŒããªããã°ãã
æ¥é±ã¯ ããã®åŸæã®æé ãã£ãŒã«ã ã®è©±é¡ã ã«æ»ã£ãŠããããªãð
èªåœã®åå°äœãããã朰ããŠãããŠå€åœèªèŽãã
ããããã ã
ããããã ã
ãäžççãªåå°äœè£œé 倧æã®å°æ¹Ÿç©äœé»è·¯è£œé ïŒTSMCïŒã®èªèŽã念é ã«ããã
å°æ¹Ÿã®TSMCéŠè³ã¯7æã®æ ªäž»ç·äŒã§ãæ¥æ¬ã§ã®å·¥å Žå»ºèšãæ€èšããŠãããšæèšãã
å°æ¹Ÿã®TSMCéŠè³ã¯7æã®æ ªäž»ç·äŒã§ãæ¥æ¬ã§ã®å·¥å Žå»ºèšãæ€èšããŠãããšæèšãã
ãªãã§çæ¬ãªãã ã
ããããšãªã®ã§ãããè¥ã人ãããªãã®ãã»ã»ã»ã
ãããæ©ã«äººæãè²ã£ãŠãåã³è£Ÿéãåºããæ¥çã«ãªãã°ããã®ã ããã©ã
20幎ã¯å¿ èŠããªã
çãäžãã£ãŠæ¬²ããã
ãããæ©ã«äººæãè²ã£ãŠãåã³è£Ÿéãåºããæ¥çã«ãªãã°ããã®ã ããã©ã
20幎ã¯å¿ èŠããªã
çãäžãã£ãŠæ¬²ããã
é¡ã¯ãšããããæ£ãããšæãã
ããã§ã足ããªããšããã®ã¯ãã®éãã
ã§ãã¡ãã£ãšåã«èª¿æ»ã«äœ¿ãéã§æ°ååã®äºç®ãçµãã ã銬鹿ã«ããŠããé£äžãããããªw
ã§ãã¡ãã£ãšåã«èª¿æ»ã«äœ¿ãéã§æ°ååã®äºç®ãçµãã ã銬鹿ã«ããŠããé£äžãããããªw
åå°äœå·¥å Žã®èªèŽã§æ°åååæ¯æŽãšã¯èããªãã1å
åèŠæš¡ã§ãå°ãªããããã§ã¯ çµæžå®ä¿åŒ·åãžè£æ£èšäž èªåœåå°äœã¡ãŒã«ãŒå·¥å Žã®æ°èŠèªèŽããšæã£ããå°æ¹Ÿã®TSMCèªèŽ æ¥ãŠãããã ãã
ãŒããäžæ¡è¶³ããªããª!?w
æµ·å€ã§ã¯1äŒæ¥ãå
åäœã§æè³ããŠãããã ãã
æ°å¹Žããã«æ°å
åãããŠèšåå·æ°ããç£æ¥ã«æåã ãæ°åååºããã£ãŠããã»ã»ã»
DRAM ã§ã®å€±æãç¥ããªãã®ã§ããããïŒ
ãããšãå¥å¿çãæ£ã£ãã®ã§ããããïŒ
åå°äœçç£ã¯å€åçš®ãåæ䞊è¡ã§é²ããªããšãªããŸããã
å°å皮倧éçç£ãªããŠãã£ãŠãããšããã©ããŒã¢ããããäŸ¡æ Œç«¶äºã«é¥ãã°ãæ€éãäœåãªããããŸãã
ãããšãå¥å¿çãæ£ã£ãã®ã§ããããïŒ
åå°äœçç£ã¯å€åçš®ãåæ䞊è¡ã§é²ããªããšãªããŸããã
å°å皮倧éçç£ãªããŠãã£ãŠãããšããã©ããŒã¢ããããäŸ¡æ Œç«¶äºã«é¥ãã°ãæ€éãäœåãªããããŸãã
èªåãå°ãåãŸã§ã¯çµæžåçæ§ãèããã°ãLogicLSIã®FabãªããŠèªåã§æã€å¿
èŠã¯ãªããæµ·å€ãã¡ãŠã³ããªã«çç£å§èšããã°ãããšæã£ãŠããããå®å
šä¿éãèãããšåœå
ç«å°ã¯å¿
èŠã§ããã
ããã£
ãå
šãŠã®éã¯TSMCã«ç¹ããããTSMCã
ã»æ©ãããŠãããªããšè»ãè²·ãã
ã»æ©ãããŠãããªããšè»ãè²·ãã
çæ¬çå
ã«æ€èš
åå°äœå·¥å Žã®èªèŽã§æ°åååæ¯æŽ
å㞠次ãž