{"id":34555,"date":"2026-05-06T16:18:05","date_gmt":"2026-05-06T07:18:05","guid":{"rendered":"https:\/\/yukimama.net\/fks\/?p=34555"},"modified":"2026-05-06T16:18:05","modified_gmt":"2026-05-06T07:18:05","slug":"mu-sndk-buyable","status":"publish","type":"post","link":"https:\/\/yukimama.net\/fks\/mu-sndk-buyable\/","title":{"rendered":"\u300c\u9ad8\u3059\u304e\u308b\u300d\u306f\u65e9\u3044\uff01\u7206\u9a30\u3059\u308b\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u3068\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u306f\u307e\u3060\u8cb7\u3048\u308b\u30105\u67086\u65e5\u3011"},"content":{"rendered":"AI\u534a\u5c0e\u4f53\u306b\u3042\u3089\u305a\u3093\u3070\u3001\u682a\u306b\u3042\u3089\u305a\u2026\u3068\u3044\u3046\u76f8\u5834\u3067\u3059\u306d\u3002<span class=\"b\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u3001\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u306f\u6628\u65e5\u3082\u92ed\u89d2\u3067\u7206\u4e0a\u304c\u308a<\/span>&#x1f680;<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu.png\" alt=\"\" width=\"2048\" height=\"1302\" class=\"alignnone size-full wp-image-34559\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu.png 2048w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-450x286.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-1024x651.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-260x165.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-768x488.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-1536x977.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkmu-900x572.png 900w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/>\u591a\u304f\u306e\u682a\u306e\u5927\u5148\u751f\u304c\u300e\u9ad8\u3059\u304e\u308b\u300f\u3068\u7591\u5ff5\u306e\u58f0\u3092\u4e0a\u3052\u308b\u4e2d\u3067\u3001\u3080\u3057\u308d\u52e2\u3044\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u72b6\u6cc1\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<blockquote class=\"twitter-tweet\"><p lang=\"ja\" dir=\"ltr\">\u3055\u3059\u304c\u306b\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e1\u5e743500\uff05\u306f\u4e0a\u304c\u308a\u3059\u304e\u3060\u3068\u601d\u3046<br>\u6280\u8853\u304c\u9032\u6b69\u3057\u305f\u308f\u3051\u3067\u306f\u306a\u3044\u534a\u5c0e\u4f53\u306e\u5728\u5eab\u8abf\u6574\u3060\u304b\u3089<br>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306fGPU\u304cAI\u306e\u65e9\u3044\u8a08\u7b97\u306b\u4f7f\u308f\u308c\u305f\u3068\u3044\u3046\u70b9\u3067\u306f\u4e0a\u6607\u3057\u305f\u7406\u7531\u306f\u5206\u304b\u308b<br>\u9700\u8981\u304c\u5897\u3048\u305f\u3068\u306f\u3044\u3048\u3001\u9769\u65b0\u7684\u306a\u6280\u8853\u3082\u306a\u3044\u5728\u5eab\u8abf\u6574\u306b\u306f\u4e0a\u304c\u308a\u3059\u304e <a href=\"https:\/\/t.co\/OfVOCyp3yR\">pic.twitter.com\/OfVOCyp3yR<\/a><\/p>&mdash; \u9ad8\u6821\u751f\u3067\u3082\u5206\u304b\u308b\u7c73\u56fd\u682a\uff08\u516c\u5f0f\uff09 (@USStockhanako) <a href=\"https:\/\/twitter.com\/USStockhanako\/status\/2051333742258770225?ref_src=twsrc%5Etfw\">May 4, 2026<\/a><\/blockquote> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script> <br \/>\r\n\u3053\u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u306e\u4e2d\u5fc3\u306b\u3044\u308b\u306e\u304c\u3001HBM\u30fbDRAM\u30fbNAND\u3068\u3044\u3063\u305f\u30e1\u30e2\u30ea\u9700\u8981\u306e\u6069\u6075\u3092\u6b63\u9762\u304b\u3089\u53d7\u3051\u308b\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051NAND\u9700\u8981\u306e\u62e1\u5927\u3092\u5f37\u70c8\u306a\u8ffd\u3044\u98a8\u306b\u3057\u3066\u3044\u308b\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001\u65e5\u672c\u682a\u3067\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u3061\u3089\u3082\u3076\u3063\u98db\u3093\u3067\u304a\u308a\u3001ADR\u53d6\u5f15\uff08\u7c73\u56fd\u5e02\u5834\u3067\u58f2\u8cb7\u3055\u308c\u308b\u7c73\u30c9\u30eb\u5efa\u3066\u306e\u8a3c\u5238\uff09\u3067\u306f\u30015\u4e07\u5186\u3092\u4f3a\u304a\u3046\u304b\u3068\u3044\u3046\u52e2\u3044\u3067\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr.png\" alt=\"\" width=\"1470\" height=\"454\" class=\"alignnone size-full wp-image-34561\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr.png 1470w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr-450x139.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr-1024x316.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr-260x80.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr-768x237.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kioxiaadr-900x278.png 900w\" sizes=\"auto, (max-width: 1470px) 100vw, 1470px\" \/>\u3053\u3046\u306a\u3063\u3066\u304f\u308b\u3068\u3001\u78ba\u304b\u306b\u904e\u71b1\u611f\u3068\u3044\u3046\u304b\u3001\u9ad8\u5024\u3065\u304b\u307f\u306e\u6016\u3055\u304c\u51fa\u3066\u304f\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u3053\u308c\u3060\u3051\u6025\u6fc0\u306b\u4e0a\u304c\u3063\u305f\u6642\u306e\u53cd\u52d5\u3068\u3044\u3046\u306e\u306f\u3001\u305d\u308c\u306a\u308a\u306b\u5927\u304d\u304f\u306a\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3068\u306f\u3044\u3048\u3001\u4eca\u306e\u76f8\u5834\u3067\u300e\u8cb7\u308f\u306a\u3044\u300f\u3068\u3044\u3046\u9078\u629e\u80a2\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u306f<span class=\"b\"><span class=\"bd-yellow\">AI\u76f8\u5834\u306f\u307e\u3060\u5e8f\u7ae0\u3001\u307e\u3060\u9593\u306b\u5408\u3046\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001<span class=\"blue\">\u300e\u3069\u3046\u3044\u3046\u524d\u63d0\u3067\u3001\u3069\u3093\u306a\u30da\u30fc\u30b9\u3067\u8cc7\u91d1\u3092\u5165\u308c\u308b\u304b\u300f<\/span>\u3068\u3044\u3046\u6226\u7565\u304c\u91cd\u8981<\/span><\/span>\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u4ee5\u524d\u304b\u3089\u7e70\u308a\u8fd4\u3057\u3066\u3044\u308b\u901a\u308a\u3001\u3053\u306e\u5c40\u9762\u3067\u5b8c\u5168\u306b\u6307\u3092\u304f\u308f\u3048\u3066\u69d8\u5b50\u898b\u3092\u7d9a\u3051\u308b\u3088\u308a\u306f\u3001\u307e\u305a\u4e00\u5b9a\u91cf\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6301\u3061\u3001\u6b8b\u308a\u306f\u671f\u9593\u3092\u6c7a\u3081\u3066\u5206\u6563\u3057\u3066\u8cb7\u3063\u3066\u3044\u304f\u65b9\u304c\u5408\u7406\u7684\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n&#x2714;\ufe0e<span class=\"b\">\u5177\u4f53\u7684\u306a\u30a4\u30e1\u30fc\u30b8<\/span>\uff1a\u6295\u8cc7\u8cc7\u91d1\u304c\u300e10\u300f\u3042\u308b\u306a\u3089\u3001\u6700\u521d\u306b\u300e3\u301c4\u300f\u3092\u6253\u8a3a\u8cb7\u3044\u3057\u3001\u6b8b\u308a\u306e\u300e6\u301c8\u300f\u30926\u301c8\u9031\u9593\u304b\u3051\u3066\u6570\u56de\u306b\u5206\u3051\u3066\u6295\u5165\u3059\u308b\u3002<br \/>\r\n<br \/>\r\n\u3053\u3046\u3057\u3066\u304a\u3051\u3070\u3001<span class=\"b\">\u682a\u4fa1\u304c\u4e0a\u653e\u308c\u3057\u305f\u969b\u306b\u300e\u7f6e\u3044\u3066\u3044\u304b\u308c\u308b\u7126\u308a\u300f\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u3001\u9006\u306b\u62bc\u3057\u76ee\u304c\u6765\u305f\u969b\u306b\u3082<span class=\"blue\">\u300e\u5b89\u304f\u62fe\u3048\u308b\u8ffd\u52a0\u4f59\u529b\u300f<\/span>\u3092\u6b8b\u3057\u3066\u304a\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/span><br \/>\r\n<br \/>\r\n\u7279\u306b\u8cc7\u91d1\u304c\u5c11\u306a\u3081\u306a\u306e\u3067\u3042\u308c\u3070\u3001\u4e00\u6c17\u306b\u8cb7\u3063\u3066\u3001\u3082\u3057\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u3089\u751f\u6d3b\u8cbb\u3092\u5207\u308a\u8a70\u3081\u3066\u8ffd\u52a0\u3057\u3066\u3044\u304f\u3001\u3068\u3044\u3046\u8003\u3048\u65b9\u3067\u3082\u826f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e3808ee6898be68c81e381a1e381aee6a0aae38292e5a3b2e381a3e381a6e4b997e3828ae68f9be38188e3828be381b9e3818defbc9fe3808fe381b8e381ae-1\">&#x1f4a1;\u300e\u624b\u6301\u3061\u306e\u682a\u3092\u58f2\u3063\u3066\u4e57\u308a\u63db\u3048\u308b\u3079\u304d\uff1f\u300f\u3078\u306e\u56de\u7b54<\/h4>\u307e\u305f\u3001\u6700\u8fd1\u975e\u5e38\u306b\u591a\u304f\u5bc4\u305b\u3089\u308c\u3066\u3044\u308b\u306e\u304c\u3001\u300c\u4eca\u6301\u3063\u3066\u3044\u308b\u682a\u3092\u524a\u3063\u3066\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3084\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3092\u8cb7\u3046\u3079\u304d\u304b\uff1f\u300d\u3068\u3044\u3046\u76f8\u8ac7\u3067\u3059\u3002\u3046\u3061\u306e\u3073\u3093\u5b50\u304b\u3089\u3082\u98db\u3093\u3067\u304d\u305d\u3046\u306a\u3001\u5207\u5b9f\u306a\u60a9\u307f\u3067\u3059\u3088\u306d\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u305d\u306e\u7591\u554f\u3078\u306e\u898b\u89e3\u3068\u3042\u308f\u305b\u3066\u3001<span class=\"b\"><span class=\"bd-yellow\">\u79c1\u304c\u3053\u308c\u3089\u306e\u9298\u67c4\u306b\u5bfe\u3057\u3066\u300e<span class=\"blue\">\u591a\u5c11\u304d\u3064\u3044\u4e0b\u3052\u304c\u6765\u3066\u3082\u3001\u7d50\u5c40\u306f\u623b\u3057\u3066\u304d\u3084\u3059\u3044\u9298\u67c4\u300f<\/span>\u3068\u5f37\u304f\u611f\u3058\u3066\u3044\u308b\u7406\u7531\u3092\u89e3\u8aac<\/span><\/span>\u3057\u3066\u3044\u304d\u307e\u3059\u3002<br \/>\r\n<h2 id=\"e381aae3819ce3808ee4b88be3818ce381a3e381a6e38282e688bbe3828ae38284e38199e38184e3808fe381aee3818befbc9f-2\">\u306a\u305c\u300e\u4e0b\u304c\u3063\u3066\u3082\u623b\u308a\u3084\u3059\u3044\u300f\u306e\u304b\uff1f<\/h2><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong.png\" alt=\"\" width=\"1122\" height=\"1402\" class=\"alignnone size-full wp-image-34562\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong.png 1122w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-450x562.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-819x1024.png 819w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-144x180.png 144w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-768x960.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-256x320.png 256w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/mustrong-512x640.png 512w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \/>\u30de\u30a4\u30af\u30ed\u30f3\uff08\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3082\u540c\u69d8\u3067\u3059\u304c\uff09\u306e\u5f37\u3055\u306f\u3001\u6c7a\u3057\u3066\u5358\u306a\u308bAI\u30d6\u30fc\u30e0\u306e\u4eba\u6c17\u6295\u7968\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u671f\u5f85\u3067\u306f\u306a\u304f\u3001\u6570\u5b57\u304c\u5148\u306b\u7acb\u3063\u3066\u3044\u308b\u306e\u304c\u6700\u5927\u306e\u7279\u5fb4\u3067\u3059\u3002<br \/>\r\n<br \/>\r\nHBM\u3060\u3051\u3067\u306a\u304f\u3001DRAM\u3068NAND\u5168\u4f53\u3067\u9700\u7d66\u304c\u7de0\u307e\u308a\u3001\u4fa1\u683c\u3068\u30d7\u30ed\u30c0\u30af\u30c8\u30df\u30c3\u30af\u30b9\u306e\u6539\u5584\u304c\u696d\u7e3e\u306b\u30c0\u30a4\u30ec\u30af\u30c8\u306b\u52b9\u3044\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u3010Micron\u306e\u5727\u5012\u7684\u306a\u696d\u7e3e\u63a8\u79fb\/3\u670818\u65e5\u767a\u8868\u3011<\/span><br \/>\r\n<br \/>\r\n&#x1f538;<span class=\"b\">FY26 Q2\u5b9f\u7e3e<\/span>\uff1a\u58f2\u4e0a\u9ad8238.6\u5104\u30c9\u30eb \/ \u7c97\u5229\u738774.9\uff05 \/ EPS12.20\u30c9\u30eb \/ \u55b6\u696dCF119\u5104\u30c9\u30eb<br \/>\r\n<br \/>\r\n&#x1f538;<span class=\"b\">FY26 Q3\u30ac\u30a4\u30c0\u30f3\u30b9<\/span>\uff1a\u58f2\u4e0a\u9ad8335\u5104\u30c9\u30eb \/ \u7c97\u5229\u7387\u7d0481\uff05 \/ EPS19.15\u30c9\u30eb<br \/>\r\n<br \/>\r\n\u3055\u3089\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u4f1a\u793e\u5074\u304c\u4eca\u5f8c\u306e\u9700\u8981\u3092\u300e\u672c\u6c17\u300f\u3067\u898b\u306b\u304d\u3066\u3044\u308b\u70b9\u3067\u3059\u3002\u30de\u30a4\u30af\u30ed\u30f3\u306f2026\u5e74\u5ea6\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u3092250\u5104\u30c9\u30eb\u8d85\u306b\u5f15\u304d\u4e0a\u3052\u30012027\u5e74\u306f\u3055\u3089\u306b\u5897\u3084\u3059\u898b\u901a\u3057\u3092\u793a\u3057\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u306f\u300e\u666f\u6c17\u304c\u3044\u3044\u304b\u3089\u7121\u7406\u3057\u3066\u5897\u8a2d\u3057\u3066\u3044\u308b\u300f\u3068\u3044\u3046\u3088\u308a\u3001\u78ba\u5b9f\u306b\u898b\u3048\u3066\u3044\u308b\u9700\u8981\u3092\u53d6\u308a\u306b\u3044\u304f\u305f\u3081\u306e\u524d\u5012\u3057\u6295\u8cc7\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u9700\u7d66\u304c\u7de9\u3080\u898b\u8fbc\u307f\u306a\u3089\u3001\u7d4c\u55b6\u9663\u304c\u3053\u3053\u307e\u3067\u5f37\u6c17\u306a\u8235\u5207\u308a\u3092\u3059\u308b\u306f\u305a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3060\u304b\u3089\u3053\u305d\u3001<span class=\"b\"><span class=\"bd-yellow\">\u77ed\u671f\u7684\u306b\u682a\u4fa1\u304c\u4e71\u9ad8\u4e0b\u3057\u3066\u3082\u3001\u623b\u308a\u306e\u6839\u62e0\u3092\u660e\u78ba\u306b\u8aac\u660e\u3067\u304d\u308b\u9298\u67c4<\/span><\/span>\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h2 id=\"aie59091e38191nande381a7e3808ee58f8ee79b8ae6a78be980a0e381aee6bf80e5a489e3808f-3\">AI\u5411\u3051NAND\u3067\u300e\u53ce\u76ca\u69cb\u9020\u306e\u6fc0\u5909\u300f<\/h2>\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3082\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3068\u540c\u69d8\u306b\u6570\u5b57\u5f37\u3044\u3067\u3059\u304c\u3001\u3053\u3061\u3089\u306f\u3055\u3089\u306b\u5287\u7684\u306a\u5909\u5316\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u3061\u3089\u306e\u672c\u4e38\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">AI\u6642\u4ee3\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30b9\u30c8\u30ec\u30fc\u30b8\uff08NAND\uff09\u9700\u8981\u3068\u3001\u305d\u308c\u306b\u4f34\u3046\u4fa1\u683c\u6539\u5584<\/span><\/span>\u3067\u3059\u3002FY26 Q3\uff082026\u5e741-3\u6708\u671f\/4\u670830\u65e5\u767a\u8868\uff09\u3067\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u304c\u524d\u5e74\u6bd4+233\uff05\u5897\u3068\u3001\u6570\u5b57\u3060\u3051\u898b\u3066\u3082\u7570\u5e38\u306a\u5f37\u3055\u3092\u8a87\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u4f55\u3088\u308a\u91cd\u8981\u306a\u306e\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u305d\u306e\u3082\u306e\u3001\u69cb\u9020\u7684\u5909\u5316\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n&#x1f538;<span class=\"b\">New Business Model\uff08NBM\uff09\u3078\u306e\u79fb\u884c<\/span>\uff1a\u8907\u6570\u5e74\u5951\u7d04\u30fb\u8ca1\u52d9\u4fdd\u8a3c\u4ed8\u304d\u306e\u5f37\u56fa\u306a\u9867\u5ba2\u5951\u7d04\u3092\u69cb\u7bc9\u3002<br \/>\r\n<br \/>\r\n&#x1f538;<span class=\"b\">\u5de8\u984d\u306e\u9577\u671f\u5951\u7d04<\/span>\uff1aQ3\u30fbQ4\u3067\u8a085\u4ef6\u306e\u5951\u7d04\u3092\u7de0\u7d50\u3001\u3046\u30613\u672c\u3067\u5408\u8a08420\u5104\u30c9\u30eb\u898f\u6a21\u306b\u9054\u3059\u308b\u3068\u306e\u3053\u3068\u3002<br \/>\r\n<br \/>\r\n&#x1f538;<span class=\"b\">\u5f37\u6c17\u306a\u682a\u4e3b\u9084\u5143<\/span>\uff1a\u5168\u984d\u8fd4\u6e08\u5f8c\u306e60\u5104\u30c9\u30eb\u81ea\u793e\u682a\u8cb7\u3044\u3092\u767a\u8868\u3002<br \/>\r\n<br \/>\r\n\u3055\u3089\u306b\u3001\u30d1\u30a6\u30ed\u6c0f\uff08<a href=\"https:\/\/x.com\/paurooteri\">@paurooteri<\/a>\uff09\u306enote\u3092\u8aad\u3081\u3070\u660e\u78ba\u306b\u306a\u308a\u307e\u3059\u304c\u3001<span class=\"b\"><span class=\"bd-yellow\">AI\u306e\u767b\u5834\u306b\u3088\u308aNAND\u306e\u4fa1\u5024\u304c\u5927\u304d\u304f\u5909\u308f\u308a\u307e\u3057\u305f\u3002<\/span><\/span><br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u304b\u3064\u3066\u306f3D\u30b2\u30fc\u30e0\u5c02\u7528\u3060\u3063\u305fGPU\u304cAI\u306e\u767b\u5834\u3067\u9700\u8981\u304c\u7206\u767a\u3057\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u682a\u4fa1\u304c\u5927\u304d\u304f\u4e0a\u304c\u3063\u305f\u3053\u3068\u3068\u3001\u540c\u69d8\u306e\u5909\u5316\u3001\u30d1\u30e9\u30c0\u30a4\u30e0\u30b7\u30d5\u30c8\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u3068\u500b\u4eba\u7684\u306b\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f517;\u30d1\u30a6\u30ed\u6c0f\u306enote\uff1a<a href=\"https:\/\/note.com\/paul1211\/n\/n6e9440cc7db5\">\u597d\u6a5f\u304d\u305f\u308b\u3002\u5de8\u4eba\u306e\u9699\u3092\u7a81\u3051\uff1a\u30ad\u30aa\u30af\u30b7\u30a2\u300ceSSD\u300d\u304c\u5207\u308a\u62d3\u304f\u3001Samsung\u304b\u3089\u306e\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2\u596a\u9084\u30b7\u30ca\u30ea\u30aa\u3002<\/a><br \/>\r\n<br \/>\r\n\u3053\u308c\u3089\u304c\u3001<span class=\"b\"><span class=\"blue\">\u300e\u30e1\u30e2\u30ea\u682a\u306f\u3069\u3046\u305b\u666f\u6c17\u5faa\u74b0\uff08\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\uff09\u3067\u8352\u308c\u308b\uff08\u4e0b\u304c\u308b\uff09\u300f<\/span>\u3068\u3044\u3046\u5f93\u6765\u306e\u5e38\u8b58\u3092\u8986\u3059\u30dd\u30a4\u30f3\u30c8<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u5faa\u74b0\u6027\u304c\u5b8c\u5168\u306b\u6d88\u3048\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u9577\u671f\u5951\u7d04\u306b\u3088\u3063\u3066\u904e\u53bb\u306e\u30b5\u30a4\u30af\u30eb\u3088\u308a\u3082\u696d\u7e3e\u306e\u898b\u901a\u3057\u304c\u306f\u308b\u304b\u306b\u7acb\u3066\u3084\u3059\u304f\u3001\u5f37\u56fa\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h2 id=\"1e5b9b4e58588e381aee4ba88e683b3pere381afe381bee381a0e381bee381a0e4b880e6a181e58fb0-4\">1\u5e74\u5148\u306e\u4e88\u60f3PER\u306f\u307e\u3060\u307e\u3060\u4e00\u6841\u53f0<\/h2><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong.png\" alt=\"\" width=\"1122\" height=\"1402\" class=\"alignnone size-full wp-image-34563\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong.png 1122w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-450x562.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-819x1024.png 819w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-144x180.png 144w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-768x960.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-256x320.png 256w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/sndkstrong-512x640.png 512w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \/>\u3053\u3053\u307e\u3067\u682a\u4fa1\u304c\u6025\u9a30\u3057\u3001\u3055\u3059\u304c\u306b\u6628\u65e5\u306e\u4e0a\u6607\u3067\u8db3\u5143\u306ePER\u306f\u3055\u3089\u306b\u5207\u308a\u4e0a\u304c\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u4e00\u90e8\u306e\u60c5\u5831\u30b5\u30a4\u30c8\u306a\u3069\u3067\u8db3\u5143\u306e\u8868\u9762\u7684\u306a\u6570\u5024\uff085\u67085\u65e5\u6642\u70b9\u3067PER43\u500d\u8d85\u306a\u3069\uff09\u3060\u3051\u3092\u898b\u308b\u3068\u3001<span class=\"b\"><span class=\"red\">\u300e\u3055\u3059\u304c\u306b\u3082\u3046\u5272\u9ad8\u3067\u306f\u306a\u3044\u304b\uff1f\u300f<\/span><\/span>\u3068\u8b66\u6212\u3059\u308b\u58f0\u304c\u51fa\u308b\u306e\u3082\u5f53\u7136\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001\u76f8\u5834\u306f\u5e38\u306b\u300e\u5148\u300f\u306e\u5229\u76ca\u3092\u7e54\u308a\u8fbc\u307f\u306b\u884c\u304d\u307e\u3059\uff08\u304a\u304a\u3080\u306d\u534a\u5e74\u7a0b\u5ea6\u5148\u3068\u306f\u8a00\u308f\u308c\u307e\u3059\uff09\u3002\u5c11\u3057\u8996\u7dda\u3092\u4f38\u3070\u3057\u3066\u3001\u5c06\u6765\u306e\u4e88\u60f3PER\u3092\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n&#x2705;Micron\uff08MU\uff09\uff1a<span class=\"b\">1\u5e74\u5f8c\u4e88\u60f3PER\u306f6\u500d\u53f0<\/span><br \/>\r\n<br \/>\r\n&#x2705;SanDisk\uff08SNDK\uff09\uff1a<span class=\"b\">2027\u5e74\u5ea6\u4e88\u60f3PER\uff082026\u5e747\u6708\u301c2027\u5e746\u6708\uff09\u306f7\u500d\u53f0<\/span><br \/>\r\n<br \/>\r\n\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\u3002AI\u3068\u3044\u3046\u5de8\u5927\u306a\u6210\u9577\u30c6\u30fc\u30de\u306e\u3069\u771f\u3093\u4e2d\u306b\u3042\u308a\u3001\u3053\u308c\u3060\u3051\u306e\u696d\u7e3e\u30e2\u30e1\u30f3\u30bf\u30e0\u3068\u9577\u671f\u5951\u7d04\u306e\u88cf\u4ed8\u3051\u304c\u3042\u308b\u9298\u67c4\u7fa4\u304c\u3001\u5c06\u6765\u306e\u5229\u76ca\u30d9\u30fc\u30b9\u3067\u898b\u308c\u3070\u308f\u305a\u304bPER6\u301c7\u500d\u53f0\u306b\u53ce\u307e\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u679c\u305f\u3057\u3066\u3001\u3053\u308c\u306f\u672c\u5f53\u306b\u300e\u5272\u9ad8\u300f\u3067\u3057\u3087\u3046\u304b\uff1f<br \/>\r\n<br \/>\r\n\u7b54\u3048\u306f\u30ce\u30fc\u3067\u3059\u3002\u3060\u304b\u3089\u3053\u305d\u3001<span class=\"b\"><span class=\"bd-yellow\">\u79c1\u306f\u4e21\u9298\u67c4\u3092<span class=\"blue\">\u300e\u4e00\u6642\u7684\u306b\u304d\u3064\u3044\u4e0b\u3052\u304c\u6765\u305f\u3068\u3057\u3066\u3082\u3001\u3053\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u5272\u5b89\u611f\u304c\u5f37\u56fa\u306a\u30b5\u30dd\u30fc\u30c8\u306b\u306a\u308a\u3001\u975e\u5e38\u306b\u623b\u3057\u3084\u3059\u3044\u9298\u67c4\u300f<\/span><\/span><\/span>\u3068\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u4eca\u5f8c\u3082\u3061\u3087\u3063\u3068\u3057\u305f\u6c7a\u7b97\u30df\u30b9\u3084\u3001\u306a\u3093\u3089\u304b\u306e\u4f9b\u7d66\u30b7\u30e7\u30c3\u30af\u306a\u3069\u306e\u61f8\u5ff5\u306f\u51fa\u3066\u304f\u308b\u3067\u3057\u3087\u3046\u304c\u3001\u9700\u8981\u304c\u534a\u6e1b\u3059\u308b\u3068\u3044\u3063\u305f\u3042\u308a\u5f97\u306a\u3044\u3088\u3046\u306a\u30cb\u30e5\u30fc\u30b9\u3067\u3082\u306a\u3044\u9650\u308a\u306f\u3001\u5f37\u6c17\u3067\u8cb7\u3044\u5897\u3057\u3057\u3066\u3044\u3051\u3070\u826f\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h2 id=\"e383a1e382ace38386e38383e382afe381afe69caae381a0e381abe382a2e382afe382bbe383abe585a8e9968b-5\">\u30e1\u30ac\u30c6\u30c3\u30af\u306f\u672a\u3060\u306b\u30a2\u30af\u30bb\u30eb\u5168\u958b<\/h2>\u305d\u3057\u3066\u3001<span class=\"b\">\u3053\u306e\u30e1\u30e2\u30ea\u9700\u8981\u306e\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\u3092\u652f\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u9700\u8981\u5bb6\u3067\u3042\u308b\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306e\u6b62\u307e\u3089\u306a\u3044\u8a2d\u5099\u6295\u8cc7\uff08CapEx\uff09<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u30102026\u5e74\u30e1\u30ac\u30c6\u30c3\u30afCapEx\u898b\u901a\u3057\/\u76f4\u8fd14\u6708\u672b\u767a\u8868\u6c7a\u7b97\u3011<\/span><br \/>\r\n<br \/>\r\n&#x1f539;Meta:1,150\u5104\u301c1,350\u5104\u30c9\u30eb &#x27a1;&#xfe0f; <span class=\"b\">1250\u5104\u301c1450\u5104\u30c9\u30eb<\/span>\uff08\u4e0a\u65b9\u4fee\u6b63\uff09<br \/>\r\n<br \/>\r\n&#x1f539;Alphabet:1,750\u5104\u301c1,850\u5104\u30c9\u30eb &#x27a1;&#xfe0f; <span class=\"b\">1,800\u5104\u301c1,900\u5104\u30c9\u30eb<\/span>\uff08\u4e0a\u65b9\u4fee\u6b63\uff09<br \/>\r\n<br \/>\r\n&#x1f539;Microsoft:<span class=\"b\">\u7d041,900\u5104\u30c9\u30eb<\/span>\uff08\u5909\u308f\u3089\u305a\uff09<br \/>\r\n<br \/>\r\n&#x1f539;Amazon:<span class=\"b\">\u7d042,000\u5104\u30c9\u30eb<\/span>\uff082\u6708\u6642\u70b9\u3001\u524d\u5e74\u6bd4+50\uff05\u5897\uff09<br \/>\r\n<br \/>\r\n&#x25b6;\ufe0e 4\u793e\u5408\u8a08: <span class=\"b\"><span class=\"bd-yellow\">\u4e0b\u9650\u30d9\u30fc\u30b9\u3067\u7d046,950\u5104\u30c9\u30eb\u898f\u6a21<\/span><\/span><br \/>\r\n<br \/>\r\n\u6628\u5e74\u672b\u6642\u70b9\u3067\u306f\u3001\u30e1\u30ac\u30c6\u30c3\u30af4\u793e\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u4e0a\u96506,600\u5104\u30c9\u30eb\u3068\u3044\u3063\u305f\u4e88\u60f3\u3067\u3057\u305f\u304c\u3001\u3059\u3067\u306b\u5927\u5e45\u306b\u4e0a\u632f\u308c\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30e1\u30bf\u306a\u3069\u304c\u767a\u8868\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306f\u30e1\u30e2\u30ea\u4fa1\u683c\u306a\u3069\u306e\u4e0a\u6607\u306b\u4f34\u3046\u90e8\u5206\u304c\u5927\u304d\u3044\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u305d\u308c\u3060\u3051\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u4f01\u696d\u306e\u5229\u76ca\u3082\u4e0a\u632f\u308c\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3044\u305a\u308c\u306b\u305b\u3088\u3001<span class=\"b\"><span class=\"bd-yellow\">AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306f\u920d\u5316\u3069\u3053\u308d\u304b\u3001\u307e\u3060\u307e\u3060\u62e1\u5927\u5c40\u9762<\/span><\/span>\u306b\u3042\u308a\u307e\u3059\u3002\u9700\u8981\u5bb6\u304c\u3053\u308c\u3060\u3051\u524d\u306e\u3081\u308a\u306b\u8cc7\u91d1\u3092\u6295\u3058\u3066\u3044\u308b\u4ee5\u4e0a\u3001\u30e1\u30e2\u30ea\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u306e\u524d\u63d0\u304c\u3001\u8db3\u5143\u3067\u305d\u3046\u7c21\u5358\u306b\u5d29\u308c\u308b\u3068\u306f\u8003\u3048\u306b\u304f\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h2 id=\"e6898be68c81e381a1e6a0aae38292e381a9e38186e5898ae381a3e381a6e38081mue381a8sndke38292e8b2b7e38186e381b9e3818de3818befbc9f-6\">\u624b\u6301\u3061\u682a\u3092\u3069\u3046\u524a\u3063\u3066\u3001MU\u3068SNDK\u3092\u8cb7\u3046\u3079\u304d\u304b\uff1f<\/h2>\u3067\u306f\u3001\u5b9f\u969b\u306b\u8cc7\u91d1\u3092\u3069\u3046\u637b\u51fa\u3059\u308b\u304b\u3002\u3053\u3053\u3092\u611f\u60c5\u3067\u300e\u306a\u3093\u3068\u306a\u304f\u4e0a\u304c\u3063\u305f\u682a\u3092\u58f2\u308b\u300f\u3068\u5931\u6557\u3057\u307e\u3059\u3002\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u3066\u8cc7\u91d1\u3092\u4f5c\u308b\u3053\u3068\u304c\u9244\u5247\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u524a\u308b\u3079\u304d\u9806\u756a\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2460\u6295\u8cc7\u4eee\u8aac\u304c\u5d29\u308c\u305f\u9298\u67c4<\/span>\uff1a\u6c7a\u7b97\u304c\u5f31\u3044\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u920d\u3044\u9298\u67c4\u3002\u3053\u308c\u3089\u3092\u6b8b\u3057\u3066\u5f37\u3044\u9298\u67c4\u3092\u8cb7\u3046\u306e\u306f\u975e\u52b9\u7387\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2461\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u5148\u884c\u306e\u7121\u914d\u30fb\u8d64\u5b57\u9298\u67c4<\/span>\uff1a\u30b9\u30c8\u30fc\u30ea\u30fc\u306f\u7f8e\u3057\u304f\u3066\u3082\u5229\u76ca\u304c\u9060\u3044\u9298\u67c4\uff08PER\u304c\u9ad8\u3044\u2252\u5229\u76ca\u56de\u53ce\u304c\u306f\u308b\u304b\u5148\uff09\u306f\u3001\u5730\u5408\u3044\u306e\u60aa\u5316\u3067\u4e00\u6c17\u306b\u8a55\u4fa1\u4fee\u6b63\u304c\u5165\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2462\u696d\u7e3e\u306e\u88cf\u4ed8\u3051\u304c\u5f31\u3044\u300e\u30c6\u30fc\u30de\u682a\u300f<\/span>\uff1a\u540c\u3058\u300eAI\u95a2\u9023\u300f\u3067\u3082\u58f2\u4e0a\u30fb\u5229\u76ca\u304c\u4f34\u3063\u3066\u3044\u306a\u3044\u9298\u67c4\u306f\u3001\u76f8\u5834\u304c\u5d29\u308c\u305f\u969b\u306b\u771f\u3063\u5148\u306b\u8cc7\u91d1\u306e\u51fa\u3057\u624b\uff08\u58f2\u3089\u308c\u5f79\uff09\u306b\u306a\u308a\u307e\u3059\u3002\u203b\u305f\u3060\u3057\u3001\u4ed5\u8fbc\u307f\u3069\u304d\u3067\u3042\u308b\u53ef\u80fd\u6027\u3082\u3042\u308b&#x26a0;&#xfe0f;<br \/>\r\n<br \/>\r\n\u9006\u306b\u3001\u9577\u671f\u4fdd\u6709\u524d\u63d0\u306e\u4e3b\u529b\u682a\u3001\u7a0e\u8ca0\u62c5\u306e\u5927\u304d\u3044\u542b\u307f\u76ca\u682a\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u8981\u3067\u3042\u308b\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u307e\u3067\u5d29\u3059\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u300eMU\/SNDK\u304c\u6b32\u3057\u3044\u304b\u3089\u4f55\u3067\u3082\u58f2\u308b\u300f\u306e\u3067\u306f\u306a\u304f\u3001<span class=\"b\"><span class=\"blue\">\u300e\u3044\u307e\u306e\u81ea\u5206\u306e\u8cc7\u91d1\u914d\u5206\u3092\u3001\u3088\u308a\u696d\u7e3e\u306e\u5f37\u3044\u5834\u6240\u3078\u5c11\u3057\u5bc4\u305b\u76f4\u3059\u300f<\/span>\u3068\u3044\u3046\u767a\u60f3\u3092\u6301\u3064\u3068\u826f\u3044<\/span>\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u76ee\u6a19\u3068\u3059\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6bd4\u7387\uff08\u4f8b\uff1a2\u9298\u67c4\u5408\u308f\u305b\u306630\u301c50\uff05\u307e\u3067\uff09\u3092\u5148\u306b\u6c7a\u3081\u3001\u305d\u3053\u306b\u5411\u304b\u3063\u3066\u8a08\u753b\u7684\u306b\u8cb7\u3044\u9032\u3081\u308b\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3042\u3068\u306f\u3001\u6700\u8fd1\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3092\u58f2\u3063\u3066\u30de\u30a4\u30af\u30ed\u30f3\u3084\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3092\u8cb7\u3046\u3079\u304d\u3067\u3059\u304b\u3068\u3044\u3046\u8cea\u554f\u304c\u591a\u3044\u3067\u3059\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u30d0\u30ea\u30e5\u30fc\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u76f8\u5834\u5168\u4f53\u304c\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u6642\u306b\u3001\u305d\u3053\u307e\u3067\u4e0b\u3052\u3066\u306a\u3044\u30a8\u30cc\u30d3\u3092\u58f2\u3063\u3066\u3001\u8cb7\u3046\u8cc7\u91d1\u306b\u3059\u308b\u306e\u304c\u826f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u4eca\u306f\u76f8\u5834\u5168\u4f53\u304c\u9ad8\u3044\u3067\u3059\u304b\u3089\u3001\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u9700\u7d66\u304c\u5e38\u306b\u30bf\u30a4\u30c8\uff08\u6d41\u52d5\u682a\u304c\u5c11\u306a\u304f\u3066\uff09\u3067\u3001\u4e0a\u304c\u308b\u6642\u306f\u4e0a\u304c\u308b\u3051\u3069\u3001\u4e0b\u3052\u308b\u6642\u306f\u4e0b\u3052\u3084\u3059\u3044\u3088\u3046\u306a\u9298\u67c4\u3001\u30c6\u30b9\u30e9\uff08TSLA\uff09\u3084\u30a2\u30fc\u30e0\uff08ARM\uff09\u3092\u524a\u3063\u3066\u8cc7\u91d1\u306b\u3059\u308b\u30a4\u30e1\u30fc\u30b8\u3067\u898b\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h2 id=\"e7b590e8ab96efbc9ae68fa1e58a9be381afe6b097e59088e38184e381a7e381afe381aae3818fe3808ee5898de68f90e7a2bae8aa8de3808fe38282e9878de8a681-7\">\u7d50\u8ad6\uff1a\u63e1\u529b\u306f\u6c17\u5408\u3044\u3067\u306f\u306a\u304f\u300e\u524d\u63d0\u78ba\u8a8d\u300f\u3082\u91cd\u8981<\/h2>\u82b1\u5c71\u85ab\u4e26\u307f\u306e\u63e1\u529b\u3092\u8eab\u306b\u3064\u3051\u308b\u3053\u3068\u3082\u5927\u4e8b\u3067\u3059\u304c\u3001\u682a\u4fa1\u304c\u5927\u304d\u304f\u52d5\u304f\u3068\u3001\u3069\u3046\u3057\u3066\u3082\u300c\u4eca\u65e5\u306f\u4e0a\u304c\u3063\u305f\u3001\u4e0b\u304c\u3063\u305f\u300d\u3068\u611f\u60c5\u304c\u63fa\u3055\u3076\u3089\u308c\u308b\u306e\u306f\u4ed5\u65b9\u306e\u306a\u3044\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u305f\u304c\u3063\u3066\u3001<span class=\"b\">\u672c\u5f53\u306b\u898b\u308b\u3079\u304d\u306a\u306e\u306f<span class=\"blue\">\u300e\u6295\u8cc7\u306e\u524d\u63d0\u304c\u58ca\u308c\u305f\u304b\u3069\u3046\u304b\u300f<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u30de\u30a4\u30af\u30ed\u30f3\u306e\u5927\u898f\u6a21\u306a\u8a2d\u5099\u6295\u8cc7\u3001\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u306e\u65b0\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u305d\u3057\u3066\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u5de8\u984dAI\u6295\u8cc7\u3002\u3053\u308c\u3089\u304c\u6839\u5e95\u306b\u3042\u308b\u9650\u308a\u3001\u591a\u5c11\u304d\u3064\u3044\u4e0b\u3052\u304c\u6765\u3066\u3082\u3001\u305d\u308c\u306f\u5373\u5ea7\u306b\u30c8\u30ec\u30f3\u30c9\u306e\u300e\u7d42\u308f\u308a\u300f\u3092\u610f\u5473\u3057\u307e\u305b\u3093\u3002\u3080\u3057\u308d\u305d\u3053\u304c\u3001\u63e1\u308c\u308b\u4eba\u3068\u632f\u308a\u843d\u3068\u3055\u308c\u308b\u4eba\u304c\u5206\u304b\u308c\u308b\u5206\u5c90\u70b9\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br 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srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui.png 1672w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-450x253.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-1024x576.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-260x146.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-768x432.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-1536x864.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/05\/kouzakaisetsumatsui-900x507.png 900w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/>\u3053\u3046\u3057\u305f\u7c73\u56fd\u682a\u306e\u6210\u9577\u3092\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u4eab\u53d7\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u524d\u63d0\u3068\u306a\u308b\u300e\u8a3c\u5238\u53e3\u5ea7\u9078\u3073\u300f\u304c\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u3044\u304f\u3089\u826f\u3044\u9298\u67c4\u3092\u898b\u3064\u3051\u3066\u3082\u3001\u70ba\u66ff\u624b\u6570\u6599\u3084\u53d6\u5f15\u30b3\u30b9\u30c8\u304c\u9ad8\u3044\u53e3\u5ea7\u3092\u4f7f\u3063\u3066\u3044\u3066\u306f\u3001\u9577\u671f\u7684\u306a\u30ea\u30bf\u30fc\u30f3\u3092\u5927\u304d\u304f\u524a\u3089\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u7c73\u56fd\u682a\u6295\u8cc7\u3092\u672c\u683c\u7684\u306b\u884c\u3046\u306a\u3089\u3001<span class=\"b\"><span class=\"bd-yellow\">\u70ba\u66ff\u624b\u6570\u6599\u304c\u7121\u6599\u3060\u3063\u305f\u308a\u3001\u7c73\u56fd\u682a\u306e\u53d6\u5f15\u74b0\u5883\u304c\u5727\u5012\u7684\u306b\u4f7f\u3044\u3084\u3059\u3044<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238<\/a>\u306a\u3069\u306e\u30e1\u30a4\u30f3\u53e3\u5ea7\u3092\u3057\u3063\u304b\u308a\u6d3b\u7528\u3059\u308b\u306e\u304c\u9244\u5247<\/span><\/span>\u3067\u3059\u3002\u65b0NISA\u67a0\u3082\u6700\u5927\u9650\u306b\u4f7f\u3044\u5012\u3057\u307e\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u307e\u3060\u7c73\u56fd\u682a\u7528\u306e\u30e1\u30a4\u30f3\u53e3\u5ea7\u3092\u6700\u9069\u5316\u3067\u304d\u3066\u3044\u306a\u3044\u65b9\u306f\u3001\u76f8\u5834\u304c\u843d\u3061\u7740\u3044\u3066\u3044\u308b\u4eca\u306e\u3046\u3061\u306b\u74b0\u5883\u3092\u6574\u3048\u3066\u304a\u304f\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u7c73\u56fd\u682a\u30fb\u65b0NISA\u3092\u59cb\u3081\u308b\u306a\u3089\u30b3\u30b3\uff01\u304a\u3059\u3059\u3081\u8a3c\u5238\u4f1a\u793e<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span 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NISA\u306a\u3089\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u30fb\u6295\u4fe1\u3059\u3079\u3066\u624b\u6570\u65990\u5186<br \/>\r\n&#x2714;\ufe0e \u56f0\u3063\u305f\u3068\u304d\u306e\u96fb\u8a71\u30b5\u30dd\u30fc\u30c8\u304c\u795e\u5bfe\u5fdc<br \/>\r\n&#x2714;\ufe0e \u6295\u4fe1\u4fdd\u6709\u3067\u6700\u59271\uff05\u30dd\u30a4\u30f3\u30c8\u9084\u5143<br \/>\r\n&#x2714;\ufe0e \u591a\u8981\u7d20\u8a8d\u8a3c\u5fc5\u9808\u3067\u53e3\u5ea7\u4e57\u3063\u53d6\u308a\u5bfe\u7b56\u3082\u4e07\u5168<br \/>\r\n<br \/>\r\n<span class=\"b\">\u25c6STEP1<\/span> \u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u7533\u3057\u8fbc\u3080<br \/>\r\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u306e\u516c\u5f0f\u30b5\u30a4\u30c8<\/a>\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3066\u4e0b\u3055\u3044\u3002<br \/>\r\n<br \/>\r\n\u300c\u53e3\u5ea7\u958b\u8a2d\u300d\u30dc\u30bf\u30f3\u3092\u30bf\u30c3\u30d7\u3057\u3001\u624b\u7d9a\u304d\u3092\u9032\u3081\u307e\u3059\u3002\u7533\u3057\u8fbc\u3080\u306f\u90f5\u9001\u3088\u308a\u3082\u3001<span class=\"b\"><span class=\"red\">\u30aa\u30f3\u30e9\u30a4\u30f3\u7533\u8fbc\u307f<\/span><\/span>\u304c\u30aa\u30b9\u30b9\u30e1\uff01<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png\" alt=\"\" width=\"1300\" height=\"884\" class=\"alignnone size-full wp-image-31484\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png 1300w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-450x306.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-1024x696.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-260x177.png 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https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-450x322.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1024x734.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-251x180.png 251w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-768x550.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1536x1100.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-447x320.png 447w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-893x640.png 893w\" sizes=\"auto, (max-width: 1692px) 100vw, 1692px\" \/><br \/>\r\n<span class=\"b\">\u25c6STEP3<\/span> \u53d6\u5f15\u6697\u8a3c\u756a\u53f7\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u8a2d\u5b9a<br 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