{"id":35037,"date":"2026-08-08T23:20:28","date_gmt":"2026-08-08T14:20:28","guid":{"rendered":"https:\/\/yukimama.net\/fks\/?p=35037"},"modified":"2026-08-08T23:20:28","modified_gmt":"2026-08-08T14:20:28","slug":"micronciti-memoryvaluation","status":"publish","type":"post","link":"https:\/\/yukimama.net\/fks\/micronciti-memoryvaluation\/","title":{"rendered":"\u3010\u30de\u30a4\u30af\u30ed\u30f3\u6025\u843d\u3011\u30b7\u30c6\u30a3\u304c\u76ee\u6a19\u682a\u4fa118%\u5f15\u304d\u4e0b\u3052\u2192\u30e1\u30e2\u30ea\u682a\u306b\u58f2\u308a\u5727\u529b\uff01\u3067\u3082\u30ec\u30dd\u30fc\u30c8\u306e\u4e2d\u8eab\u306f\u300c\u696d\u7e3e\u60aa\u5316\u300d\u3067\u306f\u306a\u304b\u3063\u305f"},"content":{"rendered":"\u307e\u30fc\u305f\u30e1\u30e2\u30ea\u9700\u8981\u306e\u30d4\u30fc\u30af\u3092\u5f53\u3066\u3088\u3046\u3068\u3057\u3066\u308b\u2026&#x1f62e;&#x200d;&#x1f4a8; \u3068\u3044\u3046\u308f\u3051\u3067\u3001<span 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class=\"b\">\u3042\u304b\u3089\u3055\u307e\u306b\u52b4\u50cd\u5e02\u5834\u306f\u6e1b\u901f\u3057\u3001\u8cc3\u91d1\u30a4\u30f3\u30d5\u30ec\u3082\u5f8c\u9000\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u91d1\u5229\u306f\u4f4e\u4e0b<\/span>&#x2b07;&#xfe0f;\uff08\u9ad8\u91d1\u5229\u3060\u3068\u682a\u306b\u6295\u8cc7\u3092\u3059\u308b\u7406\u7531\u304c\u306a\u304f\u3001\u305d\u3082\u305d\u3082\u91d1\u5229\u306b\u3088\u308a\u5c06\u6765\u306e\u5229\u76ca\u304c\u5b9f\u8cea\u5272\u5f15\u304b\u308c\u308b\u305f\u3081\u682a\u4fa1\u306b\u306f\u9006\u98a8\uff09<br \/>\r\n<br \/>\r\n\u6d41\u77f3\u306bFRB\uff08\u7c73\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff09\u3082\u3001\u6b21\u306e\u4e00\u624b\u3067\u5229\u4e0a\u3052\u306f\u306a\u3044\u3084\u308d\u3001\u3068\u3044\u3046\u3053\u3068\u3067\u682a\u306f\u8cb7\u308f\u308c\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n&#x1f4c8;<span class=\"b\">\u30c0\u30a6<\/span>\uff1a54,036.93\u30c9\u30eb\uff08\uff0b151.83\uff0f\uff0b0.28\uff05\uff09<br \/>\r\n&#x1f4c8;<span class=\"b\">S&P500<\/span>\uff1a7,757.64\uff08\uff0b47.68\uff0f\uff0b0.62\uff05\uff09<br \/>\r\n&#x1f680;<span class=\"b\">\u30ca\u30b9\u30c0\u30c3\u30af<\/span>\uff1a26,690.62\uff08\uff0b342.27\uff0f\uff0b1.30\uff05\uff09<br \/>\r\n<br \/>\r\n\u7279\u306b\u91d1\u5229\u9ad8\u306b\u3088\u3063\u3066\u62bc\u3057\u4e0b\u3052\u3089\u308c\u3066\u304d\u305f\u3001\u30cf\u30a4\u30c6\u30af\u682a\u3001\u30ca\u30b9\u30c0\u30c3\u30af\u5927\u5e45\u9ad8\uff01\u3068\u3053\u308d\u304c\u3001\u30e1\u30e2\u30ea\u682a\u3060\u3051\u304c\u4e0b\u304c\u308a\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09<\/span>\uff1a\u59cb\u50241,309.30\u30c9\u30eb \u2192 \u5b89\u50241,184.37\u30c9\u30eb \u2192 \u7d42\u50241,212.21\u30c9\u30eb\uff08\u524d\u65e5\u6bd4\u25b23.68%\uff09<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09<\/span>\uff1a\u59cb\u5024903.60\u30c9\u30eb \u2192 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class=\"red\">\u300e\u76f8\u5834\u304c\u60aa\u3044\u300f<\/span>\u306e\u3067\u306f\u306a\u304f\u3001\u30e1\u30e2\u30ea\u3068\u3044\u3046\u4e00\u70b9\u306b\u58f2\u308a\u304c\u96c6\u307e\u3063\u305f<\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence.png\" alt=\"\" width=\"1672\" height=\"941\" class=\"alignnone size-full wp-image-35039\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence.png 1672w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-450x253.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-1024x576.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-260x146.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-768x432.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-1536x864.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-market-divergence-900x507.png 900w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/>\u4e00\u65b9\u3067\u3001\u9031\u306e\u5e8f\u76e4\u306b\u51fa\u305f<span class=\"b\">ISM\u88fd\u9020\u696d\u666f\u6cc1\u6307\u6570\u306f55.6\uff08\u5e02\u5834\u4e88\u60f354.0\u30016\u670853.3\uff09\u3067\u30012022\u5e745\u6708\u4ee5\u6765\u3001\u7d044\u5e74\u3076\u308a\u306e\u9ad8\u6c34\u6e96\u3002<\/span>\u751f\u7523\u306f58.5\u3001\u65b0\u898f\u53d7\u6ce8\u306f56.7\u3001\u305d\u3057\u3066\u96c7\u7528\u306e\u6307\u6570\u304c52.8\u3068\u7e2e\u5c0f\u570f\u304b\u3089\u62e1\u5927\u570f\u3078\u3002<br \/>\r\n<br \/>\r\n\u727d\u5f15\u3057\u3066\u3044\u308b\u306e\u306f<span class=\"b\"><span class=\"bd-yellow\">AI\u95a2\u9023\u306e\u8a2d\u5099\u6295\u8cc7\u9700\u8981\u3067\u3001\u96fb\u5b50\u88fd\u54c1\u3092\u542b\u308012\u306e\u7523\u696d\u304c\u751f\u7523\u62e1\u5927\u3092\u5831\u544a<\/span><\/span>\u3057\u3066\u3044\u308b\u307b\u3069\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u3055\u306b\u30c1\u30b0\u30cf\u30b0\u306a\u5024\u52d5\u304d\u3092\u6574\u7406\u3059\u308b\u3068\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059&#x1f447;<br \/>\r\n<br \/>\r\n&#x1f538;\u88fd\u9020\u696d\u306e\u666f\u6cc1\u611f\u306f\u7d76\u597d\u8abf\uff1d<span class=\"b\">AI\u8a2d\u5099\u6295\u8cc7\u306f\u5b9f\u9700\u3068\u3057\u3066\u52d5\u3044\u3066\u3044\u308b<\/span><br \/>\r\n<br \/>\r\n&#x1f538;\u3057\u304b\u3057\u3001\u7c73\u56fd\u7d4c\u6e08\u5168\u4f53\u3092\u904e\u71b1\u3055\u305b\u308b\u307b\u3069\u306e\u71b1\u91cf\u306b\u306f\u5c4a\u3044\u3066\u3044\u306a\u3044\uff1d<span class=\"b\">\u96c7\u7528\u306f\u5897\u3048\u305a\u3001\u8cc3\u91d1\u3082\u4e88\u60f3\u4ee5\u4e0b<\/span><br \/>\r\n<br \/>\r\nAI\u306e\u5b9f\u9700\u306f\u5f37\u3044\u307e\u307e\u3001FRB\u304c\u7a4d\u6975\u7684\u306b\u5229\u4e0a\u3052\u306b\u52d5\u304f\u6839\u62e0\u3060\u3051\u304c\u6d88\u3048\u305f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u6559\u79d1\u66f8\u7684\u306b\u8a00\u3048\u3070\u30b4\u30eb\u30c7\u30a3\u30ed\u30c3\u30af\u30b9\uff08\u71b1\u3059\u304e\u305a\u51b7\u305f\u3059\u304e\u305a\uff09\u3067\u3001\u682a\u306b\u306f\u7d20\u76f4\u306b\u8ffd\u3044\u98a8\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u30e1\u30e2\u30ea\u3060\u3051\u304c\u4e0b\u304c\u308a\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u91d1\u66dc\u306e\u4e0b\u3052\u306f\u666f\u6c17\u3067\u3082\u91d1\u5229\u3067\u3082\u306a\u304f\u3001\u30e1\u30e2\u30ea\u56fa\u6709\u306e\u4e0b\u3052\u65b9\u306e\u554f\u984c\u3060\u3063\u305f\u3068\u8a00\u3048\u307e\u3059\u3002<br \/>\r\n<h2 id=\"e382b7e38386e382a3e381aee383ace3839de383bce38388e38292e58886e8a7a3e38197e381a6e8a7a3e8aaacefbc81-2\">\u30b7\u30c6\u30a3\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u5206\u89e3\u3057\u3066\u89e3\u8aac\uff01<\/h2>\u305d\u3057\u3066\u3001\u30e1\u30e2\u30ea\u4e0b\u3052\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u66f8\u3044\u305f\u306e\u306f\u3001\u30b7\u30c6\u30a3\u30b0\u30eb\u30fc\u30d7\u306e\u30a2\u30c6\u30a3\u30d5\u30fb\u30de\u30ea\u30af\u6c0f\u3067\u3001TipRanks\u304c\u8ffd\u8de1\u3059\u308b1\u4e072000\u4eba\u4ee5\u4e0a\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e2d\u30672\u4f4d\u306b\u30e9\u30f3\u30af\u3055\u308c\u3066\u3044\u308b\u8457\u540d\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u30cb\u30e5\u30fc\u30b9\u306e\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u306f\u3001<span class=\"b\"><span class=\"red\">\u300e\u30de\u30a4\u30af\u30ed\u30f3\u306e12\u30f6\u6708\u76ee\u6a19\u682a\u4fa1\u30921,400\u30c9\u30eb \u2192 1,150\u30c9\u30eb\u3078\u3001\u7d0418\uff05\u5f15\u304d\u4e0b\u3052\u300f<\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u3067\u3001SNS\u3067\u3082\u8a71\u984c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u8aad\u8005\u306e\u65b9\u304b\u3089\u3082\u591a\u304f\u306e\u8cea\u554f\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e4b88be38192e3819fe381aee381afe3808ee7a8bce38190e58a9be3808fe381a7e381afe381aae3818fe3808ee38390e383aae383a5e382a8e383bce382b7-3\">&#x1f4a1;\u4e0b\u3052\u305f\u306e\u306f\u300e\u7a3c\u3050\u529b\u300f\u3067\u306f\u306a\u304f\u300e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff08PER\u8a55\u4fa1\uff09\u300f<\/h4>\u30b7\u30c6\u30a3\u304c\u5f15\u304d\u4e0b\u3052\u305f\u30de\u30a4\u30af\u30ed\u30f3\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u4e88\u60f3\u306f\u30012027\u5e74\u5ea6\u3067\u308f\u305a\u304b\u25b21\uff05\u30012028\u5e74\u5ea6\u3067\u3082\u3001\u305f\u3063\u305f\u306e2\uff05\u3060\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3067\u306f\u3001\u306a\u305c\u76ee\u6a19\u682a\u4fa1\u304c\u3053\u308c\u3060\u3051\u4e0b\u3052\u305f\u306e\u304b\u3002\u7b54\u3048\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">\u30de\u30a4\u30af\u30ed\u30f3\u306b\u5f53\u3066\u306f\u3081\u308bPER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u309210\u500d\u304b\u30898\u500d\u3078\u5f15\u304d\u4e0b\u3052\u305f<\/span><\/span>\u304b\u3089\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u306e\u7406\u7531\u3068\u3057\u3066\u306f\u3001\u300e\u30e1\u30e2\u30ea\u540c\u696d\u306e\u307e\u3061\u307e\u3061\u306a\u6c7a\u7b97\u3092\u53d7\u3051\u305f\u5e02\u5834\u5168\u4f53\u306e\u500d\u7387\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u4f4e\u4e0b\u300f\u3092\u6319\u3052\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u682a\u4fa1\u306f\u3056\u3063\u304f\u308a\u300e1\u682a\u306e\u5229\u76ca \u00d7 \u4f55\u500d\u306e\u5024\u6bb5\u3092\u3064\u3051\u308b\u304b\u300f\u3067\u6c7a\u307e\u308a\u307e\u3059\u3002\u540c\u3058\u6708\u53ce\u306e\u4eba\u3067\u3082\u3001\u52e4\u3081\u5148\u304c\u5b89\u5b9a\u3057\u3066\u898b\u3048\u308b\u304b\u3069\u3046\u304b\u3067\u501f\u308a\u308c\u308b\u30ed\u30fc\u30f3\u306e\u984d\u306f\u5909\u308f\u308a\u307e\u3059\u304c\u3001\u4eca\u56de\u306f\u307e\u3055\u306b\u305d\u308c\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"bd-yellow\">\u53ce\u5165\uff08\u5229\u76ca\u4e88\u60f3\uff09\u306f\u5909\u3048\u3066\u3044\u306a\u3044\u306e\u306b\u3001\u8cb8\u3059\u5074\u306e\u8a55\u4fa1\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3001\u8a31\u5bb9PER\uff09\u3060\u3051\u304c\u4e0b\u304c\u3063\u305f<\/span><\/span>\u3068\u8a00\u3048\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u203bPER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u3068\u306f\u3001\u682a\u4fa1\u304c1\u682a\u5f53\u305f\u308a\u7d14\u5229\u76ca\uff08EPS\uff09\u306e\u4f55\u500d\u306b\u3042\u305f\u308b\u304b\u3092\u793a\u3057\u305f\u6307\u6a19\u3002\u5272\u5b89\u304b\u3001\u5272\u9ad8\u304b\u306e\u5224\u65ad\u6750\u6599\u306b\u4f7f\u308f\u308c\u308b\u3053\u3068\u3082\u591a\u3044\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u4eca\u56de\u306e\u5f15\u304d\u4e0b\u3052\u306f\u3001\u307b\u307c\u500d\u7387\uff08\u8a31\u5bb9PER\uff09\u306e\u8a71\u3067\u3059\u3002\u30de\u30a4\u30af\u30ed\u30f3\u304c\u7a3c\u3050\u529b\u306b\u3064\u3044\u3066\u3001\u30b7\u30c6\u30a3\u306f\u307b\u3068\u3093\u3069\u4f55\u3082\u5909\u3048\u3066\u3044\u307e\u305b\u3093\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut.png\" alt=\"\" width=\"1448\" height=\"1086\" class=\"alignnone size-full wp-image-35041\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut.png 1448w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-450x338.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-1024x768.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-240x180.png 240w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-768x576.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-427x320.png 427w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/micron-target-price-per-cut-853x640.png 853w\" sizes=\"auto, (max-width: 1448px) 100vw, 1448px\" \/>\u305d\u3057\u3066\u3001\u30de\u30ea\u30af\u6c0f\u306e\u4e3b\u5f35\u306e\u4e2d\u5fc3\u306f\u3001<span class=\"b\">DRAM\u3068NAND\u306e\u4e21\u65b9\u3067\u4eca\u5f8c4\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u524d\u671f\u6bd4\u306e\u4fa1\u683c\u4e0a\u6607\u7387\u304c\u6e1b\u901f\u3057\u3001\u4fa1\u683c\u306f2027\u5e74\u7b2c2\u56db\u534a\u671f\u306b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u308b<\/span>\u3001\u3068\u3044\u3046\u3082\u306e\u3002<br \/>\r\n<br \/>\r\n\u5177\u4f53\u7684\u306b\u306f2027\u5e74\u4e0b\u534a\u671f\u306eDRAM\u4fa1\u683c\u3092\u534a\u671f\u30d9\u30fc\u30b9\u30673\uff05\u4e0b\u843d\uff08\u5f93\u6765\u306f\u6a2a\u3070\u3044\u4e88\u60f3\uff09\u3001NAND\u306f\u3055\u3089\u306b\u53b3\u3057\u304f5\uff05\u4e0b\u843d\u3059\u308b\u3001\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30e1\u30e2\u30ea\u682a\u306b\u9650\u3089\u305a\u3001\u682a\u4fa1\u306e\u8a55\u4fa1\u3068\u3044\u3046\u306e\u306f\u6982\u306d\u534a\u5e74\u304b\u30891\u5e74\u5148\u306e\u8a55\u4fa1\u3067\u58f2\u8cb7\u3055\u308c\u308b\u6027\u8cea\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u6e1b\u901f\u306e\u5146\u3057\u304c\u898b\u3048\u308b\u3068\u3001\u4eca\u306e\u696d\u7e3e\u304c\u7d76\u597d\u8abf\u3067\u3082\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u524a\u3089\u308c\u307e\u3059\u3002\u4eca\u56de\u3001\u8a31\u5bb9PER\u3092\u5f15\u304d\u4e0b\u3052\u305f\u306e\u306f\u3001\u3053\u306e\u7406\u5c48\u3067\u3059\u3002<br \/>\r\n<h4 id=\"e69c80e5a4a7e381aee687b8e5bfb5e381afe4b8ade59bbde4bc81e6a5ade381aee7949fe794a3e883bde58a9be381aee5a297e5bcb7-4\">&#x1f1e8;&#x1f1f3;\u6700\u5927\u306e\u61f8\u5ff5\u306f\u4e2d\u56fd\u4f01\u696d\u306e\u751f\u7523\u80fd\u529b\u306e\u5897\u5f37<\/h4>\u3055\u3089\u306b\u3001<span class=\"b\"><span class=\"bd-yellow\">\u30b7\u30c6\u30a3\u304c<span class=\"red\">\u300e\u6700\u5927\u306e\u30ea\u30b9\u30af\u300f<\/span>\u3068\u3057\u3066\u6319\u3052\u3066\u3044\u308b\u306e\u304c\u3001\u4e2d\u56fd\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u306e\u751f\u7523\u80fd\u529b\u5897\u5f37<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\nYMTC\uff08\u9577\u6c5f\u5b58\u5132\u30fbNAND\uff09\u306f\u73fe\u5728\u306e\u670820\u4e07\u679a\u306b\u6765\u5e745\u301c6\u4e07\u679a\u3092\u8ffd\u52a0\u3059\u308b\u8a08\u753b\u3067\u30012030\u5e74\u307e\u3067\u306b\u4e16\u754c\u6700\u5927\u306eNAND\u30d7\u30ec\u30fc\u30e4\u30fc\u306b\u306a\u308b\u3068\u516c\u8a00\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u305f\u3001CXMT\uff08\u9577\u946b\u5b58\u5132\u30fbDRAM\uff09\u306f\u73fe\u5728\u306e35\u4e07\u679a\u304b\u3089\u6765\u5e74\u7d0440\u4e07\u679a\u30012030\u5e74\u306b\u7d0460\u4e07\u679a\u304c\u76ee\u6a19\u3068\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u305f\u3060\u3057\u3001\u3044\u305a\u308c\u3082\u6b69\u7559\uff08\u6750\u6599\u306b\u5bfe\u3057\u3066\u5f97\u3089\u308c\u305f\u5b8c\u6210\u54c1\u306e\u5272\u5408\uff09\u306f\u4f9d\u7136\u3068\u3057\u3066\u4f4e\u304f\u8a08\u753b\u901a\u308a\u306b\u88fd\u54c1\u3068\u3057\u3066\u51fa\u3066\u304f\u308b\u304b\u306f\u5225\u306e\u8a71\u3001\u3068\u3044\u3063\u305f\u6307\u6458\u3082\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u305f\u3001\u8f38\u51fa\u898f\u5236\u304c\u3042\u308b\u305f\u3081\u4e2d\u56fd\u88fd\u30e1\u30e2\u30ea\u304c\u7c73\u56fd\u5e02\u5834\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u3080\u53ef\u80fd\u6027\u306f\u4f4e\u3044\u4e00\u65b9\u3001\u6b27\u5dde\u306a\u3069\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u8ca9\u58f2\u304c\u9593\u63a5\u7684\u306b\u52b9\u3044\u3066\u304f\u308b\u3053\u3068\u3092\u61f8\u5ff5\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u8981\u3059\u308b\u306b\u3001<span class=\"b\">\u4e2d\u56fd\u52e2\u304c\u7c73\u56fd\u4ee5\u5916\u306b\u91cf\u3092\u632f\u308a\u5411\u3051\u308b\u3053\u3068\u3067\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u56fd\u969b\u7684\u306a\u4fa1\u683c\u4ea4\u6e09\u529b\u304c\u524a\u3089\u308c\u308b\u3068\u3044\u3046\u30b7\u30ca\u30ea\u30aa<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u306f\u77ed\u671f\u306e\u9700\u7d66\u3067\u306f\u306a\u304f\u69cb\u9020\u306e\u8a71\u306a\u306e\u3067\u3001\u78ba\u304b\u306b\u7121\u8996\u3059\u308b\u3053\u3068\u306e\u3067\u304d\u306a\u3044\u61f8\u5ff5\u3067\u306f\u3042\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h2 id=\"e3819de38282e3819de38282e383a1e383a2e383aae4bea1e6a0bce38292e4ba88e683b3e381a7e3818de3828be381aee3818befbc9f-5\">\u305d\u3082\u305d\u3082\u30e1\u30e2\u30ea\u4fa1\u683c\u3092\u4e88\u60f3\u3067\u304d\u308b\u306e\u304b\uff1f<\/h2>\u3067\u3001\u3053\u3053\u304c\u4eca\u56de\u4e00\u756a\u8a00\u3044\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u5e02\u5834\u3067\u306f\u300e\u30e1\u30e2\u30ea\u4fa1\u683c\u306e\u30d4\u30fc\u30af\u306f\u3044\u3064\u304b\u300f\u300e\u4eca\u56de\u306e\u30b5\u30a4\u30af\u30eb\u306f\u3044\u3064\u7d42\u308f\u308b\u304b\u300f\u3068\u76db\u3093\u306b\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u304c\u3001\u305d\u3082\u305d\u3082<strong>\u4eca\u307e\u3067\u305d\u3093\u306a\u306b\u5f53\u305f\u3063\u3066\u304d\u305f\u3093\u304b\u3044\uff01<\/strong>\u3068\u554f\u3044\u8a70\u3081\u305f\u3044\u3002\u305d\u3093\u306a\u4e88\u60f3\u304c\u3067\u304d\u308b\u306a\u3089\u30011\u5e74\u524d\u306b\u30e1\u30e2\u30ea\u682a\u8cb7\u3046\u3060\u3051\u306710\u500d\u3061\u3083\u3093\u3046\u304b\u3068\u3001\u5c0f\u4e00\u6642\u9593\u3067\u3059\u3088\u3002<br \/>\r\n<br \/>\r\n\u79c1\u304cnote\u3084\u30d6\u30ed\u30b0\u3067\u4f55\u5ea6\u3082\u7d39\u4ecb\u3057\u3066\u3044\u308b\u30d1\u30a6\u30ed\u6c0f\uff08<a href=\"https:\/\/x.com\/paurooteri\">@paurooteri<\/a>\uff09\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u8ffd\u3063\u3066\u3044\u308c\u3070\u5206\u304b\u308a\u307e\u3059\u304c\u3001\u30e1\u30e2\u30ea\u5e02\u5834\u306f\u30d7\u30ed\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3082\u9a5a\u304f\u307b\u3069\u5168\u304f\u8aad\u3081\u3066\u3044\u307e\u305b\u3093\uff01<br \/>\r\n<br \/>\r\n\u306a\u3093\u3068\u30011\u5e74\u5148\u3069\u3053\u308d\u304b\u30011\u30f6\u6708\u5148\u3067\u3059\u3089\u5168\u7136\u5f53\u305f\u3063\u3066\u3044\u307e\u305b\u3093&#x1f624;<br \/>\r\n<h4 id=\"1e382abe69c88e381a7e78ab6e6b381e3818ce4b880e5a489e38197e3819fdrame5b882e5a0b4-6\">1\u30ab\u6708\u3067\u72b6\u6cc1\u304c\u4e00\u5909\u3057\u305fDRAM\u5e02\u5834<\/h4>\u5177\u4f53\u7684\u306a\u4f8b\u3092\u6319\u3052\u307e\u3059\u3002\u3053\u3053\u304b\u3089\u306f\u3001\u30d1\u30a6\u30ed\u6c0f\u306enote\u3092\u8aad\u3093\u3060\u4e0a\u3067\u898b\u3066\u6b32\u3057\u3044\u306e\u3067\u3059\u304c\u3001\u5206\u304b\u308a\u3084\u3059\u3044\u306e\u304c\u53f0\u6e7e\u306e\u5357\u4e9e\u79d1\u6280\uff08Nanya Technology\uff09\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n6\u6708\u306e\u58f2\u4e0a\u9ad8\u306f\u524d\u6708\u6bd4+6\uff05\u53f0\u3068\u3001\u5e02\u5834\u4e88\u60f3\u306e+20\uff05\u7a0b\u5ea6\u3092\u5927\u304d\u304f\u4e0b\u56de\u3063\u3066\u58f2\u3089\u308c\u307e\u3057\u305f\u3002\u3068\u3053\u308d\u304c\u3001<span class=\"b\"><span class=\"bd-yellow\">\u305d\u306e\u7fcc\u6708\u306e7\u6708\u306b\u306f\u58f2\u4e0a\u9ad8\u304c\u4e00\u6c17\u306b\u52a0\u901f\u3057\u3066\u3044\u307e\u3059<\/span><\/span>&#x1f680;<br \/>\r\n<br \/>\r\n&#x1f517;<span class=\"b\">\u53c2\u8003\u8a18\u4e8b\uff1a\u6708\u984d\u305f\u3063\u305f500\u5186\u306e\u30d1\u30a6\u30ed\u6c0f\u306e\u30e1\u30f3\u30d0\u30fc\u30b7\u30c3\u30d7\u3067\u78ba\u8a8d\u3059\u308b&#x25b6;\ufe0e<a href=\"https:\/\/note.com\/paul1211\/n\/n2f766b99584a\">\u518d\u52a0\u901f\u3059\u308bDRAM<\/a><\/span><br \/>\r\n<br \/>\r\n\u3053\u308c\u306f\u5357\u4e9e\u79d1\u6280\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u4ed6\u306e\u53f0\u6e7eDRAM\u30e1\u30fc\u30ab\u30fc\u3067\u3082\u540c\u3058\u50be\u5411\u304c\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001<strong>\u5e02\u5834\u304c\u60f3\u5b9a\u3057\u3066\u3044\u305f\u4ee5\u4e0a\u306e\u30b9\u30d4\u30fc\u30c9\u3067DRAM\u9700\u7d66\u304c\u6025\u6fc0\u306b\u5f15\u304d\u7de0\u307e\u308a\u3001\u4fa1\u683c\u304c\u5927\u5e45\u306b\u4e0a\u304c\u3063\u305f<\/strong>\u3001\u3068\u3044\u3046\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001\u305d\u306e\u3053\u3068\u3092\u30a2\u30ca\u30ea\u30b9\u30c8\u306f1\u30df\u30ea\u3082\u8aad\u3081\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002<br \/>\r\n<h4 id=\"aie59091e38191hbme3818ce38081e6b18ee794a8drame381bee381a7e59ca7e8bfabe38197e381a6e38184e3828b-7\">AI\u5411\u3051HBM\u304c\u3001\u6c4e\u7528DRAM\u307e\u3067\u5727\u8feb\u3057\u3066\u3044\u308b<\/h4>\u80cc\u666f\u306b\u3042\u308b\u306e\u306f\u3001AI\u5411\u3051HBM\u3078\u306e\u751f\u7523\u96c6\u4e2d\u3067\u3059\u3002\u5f53\u7136\u3067\u3059\u304c\u3001\u30b5\u30e0\u30b9\u30f3\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306a\u3069\u3001\u6280\u8853\u529b\u306e\u9ad8\u3044\u5927\u624bDRAM\u30e1\u30fc\u30ab\u30fc\u306f\u3001<span class=\"b\">\u5229\u76ca\u7387\u306e\u9ad8\u3044HBM\u3084DDR5\u306a\u3069\u306e\u5148\u7aef\u54c1\u3078\u751f\u7523\u80fd\u529b\u3092\u632f\u308a\u5411\u3051\u3066\u3044\u307e\u3059\u3002<\/span><br \/>\r\n<br \/>\r\n\u5de5\u5834\u3067\u4f5c\u308c\u308b\u91cf\u306b\u306f\u9650\u754c\u304c\u3042\u308b\u306e\u3067\u3001HBM\u3092\u5897\u3084\u305b\u3070\u3001\u305d\u306e\u5206DDR4\u306a\u3069\u306e\u6c4e\u7528DRAM\u3092\u4f5c\u308b\u4f59\u529b\u306f\u6e1b\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001<br \/>\r\n<br \/>\r\nAI\u9700\u8981\u5897\u52a0<br \/>\r\n\u2193<br \/>\r\nHBM\u3078\u751f\u7523\u80fd\u529b\u3092\u96c6\u4e2d<br \/>\r\n\u2193<br \/>\r\n\u6c4e\u7528DRAM\u306e\u4f9b\u7d66\u304c\u6e1b\u308b<br \/>\r\n\u2193<br \/>\r\nDRAM\u5168\u4f53\u304c\u4e0d\u8db3\u3059\u308b<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u5404\u793e\u306f\u5897\u7523\u306b\u52d5\u3044\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u65b0\u5de5\u5834\u3092\u5efa\u3066\u3066\u5b9f\u969b\u306b\u751f\u7523\u80fd\u529b\u304c\u7acb\u3061\u4e0a\u304c\u308b\u307e\u3067\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"bd-yellow\">\u65b0\u3057\u3044\u4f9b\u7d66\u304c\u672c\u683c\u5316\u3059\u308b\u306e\u306f2027\u5e74\u5f8c\u534a\u304b\u30892028\u5e74\u306b\u304b\u3051\u3066<\/span><\/span>\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u300e\u5897\u7523\u3059\u308b\u300f\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30b9\u306f\u3001\u300e\u3059\u3050\u4f9b\u7d66\u4e0d\u8db3\u304c\u89e3\u6d88\u3059\u308b\u300f\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3080\u3057\u308d\u3001\u4eca\u304b\u3089\u5897\u7523\u3057\u3066\u3082\u4f9b\u7d66\u304c\u5897\u3048\u308b\u307e\u30671\u301c2\u5e74\u4ee5\u4e0a\u304b\u304b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage.png\" alt=\"\" width=\"1448\" height=\"1086\" class=\"alignnone size-full wp-image-35042\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage.png 1448w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-450x338.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-1024x768.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-240x180.png 240w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-768x576.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-427x320.png 427w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/ai-hbm-dram-supply-shortage-853x640.png 853w\" sizes=\"auto, (max-width: 1448px) 100vw, 1448px\" \/>\u5f53\u7136\u3067\u3059\u304c\u3001\u305d\u306e\u904e\u7a0b\u306e\u4e2d\u3067\u8a08\u753b\u9045\u5ef6\u3082\u3042\u308b\u3067\u3057\u3087\u3046\u3002\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u554f\u984c\u306f\u3082\u3061\u308d\u3093\u3001\u7c73\u4e2d\u9593\u306e\u8cbf\u6613\u6226\u4e89\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u4f9b\u7d66\u969c\u5bb3\u304b\u3089\u8a08\u753b\u901a\u308a\u306b\u751f\u7523\u304c\u9032\u307e\u306a\u3044\u53ef\u80fd\u6027\u306e\u65b9\u304c\u9ad8\u3044\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e8a68be3828be381b9e3818de381afe3808ee382a2e3838ae383aae382b9e38388e381aee38394e383bce382afe4ba88e683b3e3808fe381a7e381afe381aae38184-8\">\u898b\u308b\u3079\u304d\u306f\u300e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30d4\u30fc\u30af\u4e88\u60f3\u300f\u3067\u306f\u306a\u3044<\/h4>\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u308f\u305a\u304b1\u30ab\u6708\u5148\u306e\u9700\u8981\u52a0\u901f\u3059\u3089\u5e02\u5834\u306f\u6b63\u78ba\u306b\u8aad\u3081\u307e\u305b\u3093\u3067\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u305d\u3093\u306a\u5e02\u5834\u3067\u3042\u308b\u306b\u3082\u95a2\u308f\u3089\u305a\u3001<span class=\"b\"><span class=\"bd-yellow\"><span class=\"red\">\u300e2027\u5e74\u25cb\u6708\u304c\u30d4\u30fc\u30af\u300f\u300e\u3053\u3053\u304b\u3089\u30e1\u30e2\u30ea\u4fa1\u683c\u306f\u4e0b\u843d\u3059\u308b\u300f<\/span>\u3068\u3044\u3046\u30ec\u30dd\u30fc\u30c8\u306b\u3001\u3069\u308c\u3060\u3051\u306e\u4fa1\u5024\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/span><\/span><br \/>\r\n<br \/>\r\n\u6b63\u78ba\u306b\u5f53\u3066\u308b\u306e\u306f\u3001\u307b\u307c\u4e0d\u53ef\u80fd\u306e\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u30e1\u30e2\u30ea\u4fa1\u683c\u306f\u3044\u3064\u304b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u307e\u3059\u3057\u3001\u5404\u793e\u304c\u8a2d\u5099\u6295\u8cc7\u3092\u91cd\u306d\u308b\u4e2d\u3067\u3001\u5229\u76ca\u7387\u306e\u4f4e\u4e0b\u306a\u3069\u306f\u5f53\u7136\u51fa\u3066\u304f\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u305f\u3060\u3001\u898b\u308b\u3079\u304d\u306a\u306e\u306f\u30d4\u30fc\u30af\u306e\u6642\u671f\u3092\u5f53\u3066\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001<span class=\"b\">\u5b9f\u969b\u306b\u9700\u8981\u304c\u920d\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u58f2\u4e0a\u9ad8\u304c\u3069\u308c\u3060\u3051\u5897\u3048\u308b\u306e\u304b\u3001\u4f9b\u7d66\u304c\u5897\u3048\u308b\u306e\u304b\u3001\u5728\u5eab\u304c\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u3068\u3044\u3063\u305f\u5909\u5316<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001\u4eca\u5f8c\u78ba\u8a8d\u3059\u3079\u304d\u306a\u306e\u306f\u3001<br \/>\r\n<br \/>\r\n<strong>&#x2714;\ufe0e\u300e\u4e88\u60f3\u3055\u308c\u305f\u30d4\u30fc\u30af\u306b\u5411\u3051\u3066\u3001\u5b9f\u969b\u306b\u9700\u7d66\u304c\u5d29\u308c\u308b\u50be\u5411\u304c\u3042\u308b\u304b\u898b\u308b\u300f<\/strong><br \/>\r\n<br \/>\r\n\u3053\u308c\u3060\u3051\u3067\u5341\u5206\u3067\u3057\u3087\u3046\u3002\u57fa\u672c\u7684\u306b\u3001\u5229\u76ca\u7387\u306f\u4e0b\u304c\u3063\u3066\u3082\u9700\u7d66\u304c\u5d29\u308c\u3066\u3044\u306a\u3044\u9650\u308a\u3001\u58f2\u308a\u4e0a\u3052\u306f\u5897\u3048\u7d9a\u3051\u308b\u308f\u3051\u3067\u3001\u305d\u308c\u306b\u682a\u4fa1\u306f\u3064\u3044\u3066\u3044\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<h5 id=\"e69dbee4ba95e8a8bce588b8e381a7e6af8ee69c88e38387e383bce382bfe38292e38381e382a7e38383e382afefbc81pr-9\">&#x1f4ca; 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id=\"pere3818ce6ada3e5bd93e381aae8a995e4bea1e381abe381aae3828ce381b0e6a0aae4bea1e381af3e5808de38282-10\">PER\u304c\u6b63\u5f53\u306a\u8a55\u4fa1\u306b\u306a\u308c\u3070\u682a\u4fa1\u306f3\u500d\u3082<\/h2>\u3053\u306e\u8fba\u306f\u3001\u660e\u65e5\u306e\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u76ee\u6a19\u682a\u4fa15,000\u30c9\u30eb\u8a18\u4e8b\u3067\u3082\u66f8\u3044\u3066\u3044\u3053\u3046\u3068\u601d\u3044\u307e\u3059\u304c\u3002\u307e\u3060\u307e\u3060\u307e\u3060\u307e\u3060<span class=\"b\"><span class=\"bd-yellow\">\u30e1\u30e2\u30ea\u682a\u306f\u6975\u3081\u3066\u5272\u5b89<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n12\u30f6\u6708\u5f8c\u306e\u4e88\u60f3PER\u306f\u3056\u3063\u304f\u308a\u3001<br \/>\r\n<br \/>\r\n\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\uff1a<span class=\"b\">\u7d045\u500d\u53f0<\/span>\uff08\u97d3\u56fd\u672c\u56fd\u306a\u30893\u500d\u53f0\uff09<br \/>\r\n\u30fb\u30de\u30a4\u30af\u30ed\u30f3\uff1a<span class=\"b\">\u7d046\u500d<\/span><br \/>\r\n\u30fb\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff1a<span class=\"b\">\u7d046\u500d<\/span>\uff08\u30b9\u30c8\u30ec\u30fc\u30b8\u682a\u3067\u3059\u304c\uff09<br \/>\r\n<br \/>\r\n\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u7570\u5e38\u306b\u5272\u5b89\u306a\u6c34\u6e96\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u682a\u4fa1\u306f\u57fa\u672c\u7684\u306b\u300eEPS\u00d7 PER\u300f\u3067\u6c7a\u307e\u308a\u307e\u3059\u304b\u3089\u3001\u4eee\u306b\u3053\u3053\u304b\u3089\u696d\u7e3e\u304c\u4e00\u5207\u4f38\u3073\u305a\u3001EPS\uff081\u682a\u5f53\u305f\u308a\u7d14\u5229\u76ca\uff09\u304c\u6a2a\u3070\u3044\u3060\u3063\u305f\u3068\u3057\u3066\u3082\u3001<span class=\"b\">\u5e02\u5834\u304b\u3089\u306e\u8a55\u4fa1\u304c\u5909\u308f\u3063\u3066\u8a31\u5bb9PER\u304c2\u500d\u306b\u306a\u308b\u3060\u3051\u3067\u3001\u7406\u8ad6\u4e0a\u306e\u682a\u4fa1\u3082\u307b\u307c2\u500d<\/span>\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f517;<a href=\"https:\/\/note.com\/yukimamafx\/n\/n6b4d49143f48\">\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u597d\u6c7a\u7b97\u3067\u3082\u6025\u843d\uff01\u300c\u6210\u9577\u9650\u754c\u8aac\u300d\u306f\u672c\u5f53\u304b\uff1f\u5e02\u5834\u304c\u898b\u843d\u3068\u3059\u5229\u76ca\u69cb\u9020\u3068\u6b21\u306e\u8cb7\u3044\u5834<\/a><br \/>\r\n<br \/>\r\n\u4e0a\u8a18\u306enote\u3067\u3082\u89e3\u8aac\u3057\u305f\u901a\u308a\u3001\u30e1\u30e2\u30ea\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u9298\u67c4\u306fLTA\uff08\u9577\u671f\u4f9b\u7d66\u5951\u7d04\uff09\u306b\u3088\u308a\u3001\u5229\u76ca\u306e\u4e0a\u632f\u308c\u4f59\u5730\u306f\u6b8b\u3057\u3064\u3064\u3082\u3001\u4e0b\u632f\u308c\u306f\u6d88\u3059\u3068\u3044\u3046\u3001\u4ee5\u524d\u306b\u3042\u3063\u305f\u3088\u3046\u306a\u666f\u6c17\u306e\u6fc0\u3057\u304f\u5f71\u97ff\u3092\u53d7\u3051\u308b\u9298\u67c4\u3067\u306f\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001<span class=\"b\"><span class=\"red\"><span class=\"bd-yellow\">\u300e\u30e1\u30e2\u30ea\uff1d\u8d85\u666f\u6c17\u654f\u611f\u3060\u304b\u3089PER5\u301c6\u500d\u3067\u5f53\u7136\u300f<\/span>\u3068\u3044\u3046\u5e02\u5834\u306e\u8a55\u4fa1\u305d\u306e\u3082\u306e\u304c\u5909\u308f\u308b\u3060\u3051\u3067\u3001\u682a\u4fa1\u306b\u306f\u5de8\u5927\u306a\u4e0a\u6607\u4f59\u5730\u304c\u751f\u307e\u308c\u308b<\/span><\/span>\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3082\u3001\u3069\u3046\u8003\u3048\u3066\u3082\u9700\u8981\u3092\u898b\u308b\u9650\u308a\u3001\u307e\u3060\u307e\u3060\u307e\u3060\u307e\u3060\u696d\u7e3e\u306e\u5411\u4e0a\u4f59\u5730\u306f\u3042\u308a\u307e\u3059\u304b\u3089\u306d\u3002<br \/>\r\n<br \/>\r\n\u79c1\u304c\u671f\u5f85\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\u306e\u7d99\u7d9a\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u3053\u306e\u300ePER\u306e\u6b63\u5e38\u5316\u300f\u3082\u3042\u308b\u306e\u3067\u3001\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u9298\u67c4\u306b\u95a2\u3057\u3066\u306f\u3001\u30e1\u30c1\u30e3\u30e1\u30c1\u30e3\u5f37\u6c17\u3067\u898b\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h2 id=\"e7a781e381afe4bb8ae5be8ce38282e383a1e383a2e383aae6a0aae38292e8b2b7e38184e7b69ae38191e381bee38199efbc81-11\">\u79c1\u306f\u4eca\u5f8c\u3082\u30e1\u30e2\u30ea\u682a\u3092\u8cb7\u3044\u7d9a\u3051\u307e\u3059\uff01<\/h2>\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u306f\u3001\u30ca\u30f3\u30d4\u30f3\u3057\u306a\u304c\u3089\u4eca\u5e743\u6708\u7b2c1\u9031\u306b555.55\u30c9\u30eb\u3067\u3082\u8cb7\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u540c\u69d8\u306b\u30de\u30a4\u30af\u30ed\u30f3\u3082300\u30c9\u30eb\u53f0\u3067\u8cb7\u3063\u3066\u3044\u307e\u3059\u3002\u3044\u305a\u308c\u3082\u30d4\u30fc\u30af\u304b\u3089\u3001\u5927\u304d\u304f\u4e0b\u843d\u3057\u305f\u3068\u306f\u3044\u3048\u3001\u307e\u3060\u8cb7\u5024\u306e2\u500d\u4ee5\u4e0a\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u4e00\u65b9\u3067SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9ADR\uff08SKHY\uff09\u306f150.50\u30c9\u30eb\u304b\u3089\u8cb7\u3063\u3066\u304a\u308a\u30018\u67087\u65e5\u7d42\u5024\u306f137.91\u30c9\u30eb\u306a\u306e\u3067\u3001\u3053\u3061\u3089\u306f\u542b\u307f\u640d\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u3060\u307e\u3060\u30c8\u30fc\u30bf\u30eb\u3067\u3082<span class=\"b\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u5272\u5408\u306f\u5c11\u306a\u3044\u3067\u3059\u3057\u3001PER\u7684\u306b\u3082\u304b\u306a\u308a\u5272\u5b89\u306a\u306e\u3067\u3001\u4eca\u5f8c\u306f\u512a\u5148\u7684\u306b\u8cb7\u3063\u3066\u3044\u304d\u305f\u3044<\/span>\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u3001\u300e\u30e1\u30e2\u30ea\u682a\u306f\u4e0a\u304c\u308b\u304b\u3089\u4eca\u3059\u3050\u5168\u529b\u3067\u8cb7\u3048\u300f\u3068\u3044\u3046\u8a71\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u3060\u30e1\u30e2\u30ea\u682a\u306e\u58f2\u308a\u306f\u7d42\u308f\u3063\u3066\u304a\u3089\u305a\u3001\u3057\u3070\u3089\u304f\u8abf\u6574\u306f\u7d9a\u304f\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u308c\u3067\u3082\u3001\u4eca\u5f8c\u3082\u30e1\u30e2\u30ea\u9700\u8981\u304c\u7d9a\u304d\u3001\u5b8c\u58f2\u72b6\u614b\u304c\u7d9a\u304f\u306e\u3067\u3042\u308c\u3070\u3001EPS\uff081\u682a\u5f53\u305f\u308a\u7d14\u5229\u76ca\uff09\u306f\u81ea\u305a\u3068\u4f38\u3073\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3057\u3001\u5e02\u5834\u306e\u7570\u5e38\u306a\u307b\u3069\u306e\u4f4ePER\u8a55\u4fa1\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u4f4e\u3055\u3082\u6539\u5584\u3055\u308c\u3066\u3044\u304f\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u3001<span class=\"b\">\u8ff7\u3046\u306e\u3067\u3042\u308c\u3070S&P500\u306a\u3069\u306b\u3001\u6bce\u6708\u7a4d\u307f\u7acb\u3066\u308b\u3068\u3044\u3046\u65b9\u91dd\u3067\u3082\u826f\u3044<\/span>\u3068\u601d\u3044\u307e\u3059\u3002\u7d50\u5c40\u3001\u7c73\u56fd\u4e0a\u5834\u4f01\u696d\u306f\u30e1\u30e2\u30ea\u682a\u306b\u4ee3\u8868\u3055\u308c\u308b\u3088\u3046\u306b\u6841\u9055\u3044\u306e\u5229\u76ca\u3092\u5f97\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u304b\u3089\u3001\u3044\u305a\u308c\u682a\u4fa1\u306b\u53cd\u6620\u3055\u308c\u3066\u3044\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside.png\" alt=\"\" width=\"1672\" height=\"941\" class=\"alignnone size-full wp-image-35044\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside.png 1672w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-450x253.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-1024x576.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-260x146.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-768x432.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-1536x864.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-eps-per-upside-900x507.png 900w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><h4 id=\"e38193e38193e381bee381a7e8aaade38293e381a0e4babae381abe4b880e381a4e381a0e38191e4bc9de38188e3819fe38184e38193e381a8-12\">&#x1f64c;\u3053\u3053\u307e\u3067\u8aad\u3093\u3060\u4eba\u306b\u4e00\u3064\u3060\u3051\u4f1d\u3048\u305f\u3044\u3053\u3068<\/h4>\u6295\u8cc7\u3092\u59cb\u3081\u308b\u524d\u306b\u3001\u300c\u3082\u3063\u3068\u52c9\u5f37\u3057\u3066\u304b\u3089\u300d\u3068\u8a00\u3046\u4eba\u306f\u591a\u3044\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u79c1\u3082\u6614\u306f\u305d\u3046\u601d\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u3067\u308216\u5e74\u9593\u76f8\u5834\u3092\u898b\u3066\u304d\u3066\u611f\u3058\u308b\u306e\u306f\u3001\u3080\u3057\u308d\u9006\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u6301\u3064\u304b\u3089\u8abf\u3079\u308b\u3088\u3046\u306b\u306a\u308b\u30021\u682a\u6301\u3063\u3066\u3044\u308c\u3070\u3001\u96c7\u7528\u7d71\u8a08\u3092\u898b\u308b\u3002\u6c7a\u7b97\u3092\u898b\u308b\u2026\u53f0\u6e7e\u4f01\u696d\u306e\u6708\u6b21\u58f2\u4e0a\u3092\u898b\u308b\u2026DRAM\u4fa1\u683c\u3092\u898b\u308b\u2026\u30c9\u30eb\u5186\u3092\u898b\u308b\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u3088\u3046\u306b\u4e16\u754c\u306e\u30cb\u30e5\u30fc\u30b9\u304c\u5168\u90e8\u3001\u300e\u81ea\u5206\u306e\u304a\u91d1\u306b\u95a2\u4fc2\u3059\u308b\u30cb\u30e5\u30fc\u30b9\u300f\u3078\u5909\u308f\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3060\u304b\u3089\u79c1\u306f\u8a3c\u5238\u53e3\u5ea7\u3092\u3001<span class=\"b\">\u5358\u306a\u308b<span class=\"blue\">\u300e\u682a\u3092\u8cb7\u3046\u305f\u3081\u306e\u5834\u6240\u300f<\/span>\u3067\u306f\u306a\u304f\u3001\u4e16\u754c\u7d4c\u6e08\u3092\u81ea\u5206\u3054\u3068\u306b\u5909\u3048\u308b\u30b9\u30a4\u30c3\u30c1<\/span>\u3060\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3044\u304d\u306a\u308a\u4f55\u5341\u4e07\u5186\u3001\u4f55\u767e\u4e07\u5186\u3082\u6295\u8cc7\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9ADR\uff08SKHY\uff09\u306f8\u67087\u65e5\u7d42\u5024\u3067137.91\u30c9\u30eb\u306a\u306e\u3067\u3001\u70ba\u66ff\u6b21\u7b2c\u3067\u3059\u304c<span class=\"b\"><span class=\"bd-yellow\">1\u682a\u306a\u3089\u65e5\u672c\u5186\u30672\u4e07\u5186\u53f0<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u305a1\u682a\u3002\u3042\u308b\u3044\u306f\u500b\u5225\u682a\u304c\u6016\u3051\u308c\u3070NISA\u3067\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u3002\u305d\u308c\u3050\u3089\u3044\u304b\u3089\u3067\u3082\u5341\u5206\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h4 id=\"e7b1b3e59bbde6a0aae383bbe383a1e383a2e383aae6a0aae381abe68c91e688a6e38199e3828be381aae38289e3808ee69dbee4ba95e8a8bce588b8e3808fpr-13\">&#x1f7e2;\u7c73\u56fd\u682a\u30fb\u30e1\u30e2\u30ea\u682a\u306b\u6311\u6226\u3059\u308b\u306a\u3089\u300e\u677e\u4e95\u8a3c\u5238\u300fPR<\/h4>\u79c1\u304c\u5b9f\u969b\u306e\u53d6\u5f15\u3067\u3082\u30e1\u30a4\u30f3\u3067\u6d3b\u7528\u3057\u3066\u3044\u308b\u53e3\u5ea7\u306e\u4e00\u3064\u3067\u3059\u3002\u4eca\u56de\u306e\u8a18\u4e8b\u3067\u89e6\u308c\u305fSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9ADR\uff08SKHY\uff09\u3082\u53d6\u308a\u6271\u3063\u3066\u3044\u307e\u3059\uff08\u203b\u70ba\u66ff\u306b\u3088\u308a\u307e\u3059\u304c1\u682a2\u4e07\u5186\u53f0\u304b\u3089\u6295\u8cc7\u53ef\u80fd\uff09\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u3010\u677e\u4e95\u8a3c\u5238\u304c\u9078\u3070\u308c\u308b3\u3064\u306e\u5f37\u307f\u3011<\/span><br \/>\r\n<br \/>\r\n&#x1f44d;<span class=\"b\">\u5f37\u307f\u2460\u65e5\u672c\u6642\u959317\u6642\u304b\u3089<span class=\"green\">\u300e\u6642\u9593\u5916\u53d6\u5f15\u300f<\/span>\u304c\u53ef\u80fd<\/span><br \/>\r\n\u2192\u7c73\u56fd\u682a\u306e\u6c7a\u7b97\u3084\u30cb\u30e5\u30fc\u30b9\u306e\u521d\u52d5\u306f\u3001\u591c\u4e2d\u306e\u958b\u5834\u524d\uff08\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\uff09\u306b\u8d77\u304d\u307e\u3059\u3002\u677e\u4e95\u8a3c\u5238\u306a\u3089\u5915\u65b9\u304b\u3089\u52d5\u3051\u308b\u305f\u3081\u3001\u30c8\u30ec\u30f3\u30c9\u306b\u4e57\u308a\u9045\u308c\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n&#x1f44d;<span class=\"b\">\u5f37\u307f\u2461NISA\u53e3\u5ea7\u306a\u3089\u7c73\u56fd\u682a\u306e\u58f2\u8cb7\u624b\u6570\u6599\u304c<span class=\"green\">\u300e\u7121\u6599\u300f<\/span><\/span><br \/>\r\n\u5c11\u984d\u304b\u3089\u59cb\u3081\u308b\u4eba\u307b\u3069\u3001\u624b\u6570\u6599\u8ca0\u3051\u3057\u306a\u3044\u74b0\u5883\u304c\u5fc5\u9808\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f44d;<span class=\"b\">\u5f37\u307f\u2462\u7c73\u30c9\u30eb\u3078\u306e\u4e21\u66ff\u6642<span class=\"green\">\u300e\u70ba\u66ff\u624b\u6570\u6599\u300f<\/span>\u3082\u7121\u6599<\/span><br \/>\r\n\u2192\u5186\u21d4\u30c9\u30eb\u306e\u884c\u304d\u6765\u3067\u30b3\u30b9\u30c8\u3092\u53d6\u3089\u308c\u306a\u3044\u306e\u306f\u3001\u6d77\u5916\u6295\u8cc7\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u30a2\u30c9\u30d0\u30f3\u30c6\u30fc\u30b8\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">&#x1f447; NISA\u3067\u500b\u5225\u682a\u3084\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u3092\u59cb\u3081\u308b\u306a\u3089<\/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 class=\"b\">\u677e\u4e95\u8a3c\u5238\u3067\u7c73\u56fd\u682a\u53e3\u5ea7\u3092\u7121\u6599\u958b\u8a2d\u3059\u308b<\/span><\/a><\/div><h2 id=\"e381bee381a8e38281efbc9ae4ba88e683b3e381abe38393e38393e38289e381aae38184e38193e381a8efbc81-14\">\u307e\u3068\u3081\uff1a\u4e88\u60f3\u306b\u30d3\u30d3\u3089\u306a\u3044\u3053\u3068\uff01<\/h2>\u4eca\u56de\u306e\u30e1\u30e2\u30ea\u682a\u6025\u843d\u3092\u53d7\u3051\u3066\u3001\u6295\u8cc7\u5bb6\u304c\u62bc\u3055\u3048\u308b\u3079\u304d\u6700\u91cd\u8981\u30dd\u30a4\u30f3\u30c8\u306f\u4ee5\u4e0b\u306e3\u70b9\u3067\u3059\u3002<br \/>\r\n<h4 id=\"e3819de381aee29db6e5a3b2e38289e3828ce3819fe79086e794b1e381afe3808ee6a5ade7b8bee381aee682aae58c96e3808fe381a7e381afe381aae3818fe3808e-15\">\u305d\u306e\u2776\u58f2\u3089\u308c\u305f\u7406\u7531\u306f\u300e\u696d\u7e3e\u306e\u60aa\u5316\u300f\u3067\u306f\u306a\u304f\u300e\u8a55\u4fa1\u500d\u7387\uff08PER\uff09\u306e\u5207\u308a\u4e0b\u3052\u300f<\/h4>\u30b7\u30c6\u30a3\u306b\u3088\u308b\u76ee\u6a19\u682a\u4fa1\u5f15\u304d\u4e0b\u3052\uff08\u25b218%\uff09\u306e\u672c\u8cea\u306f\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u7a3c\u3050\u529b\u306e\u8870\u3048\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5229\u76ca\uff08EPS\uff09\u4e88\u60f3\u306e\u4fee\u6b63\uff1aFY2027\u306f\u25b21\uff05\u3001FY2028\u306f\u25b22\uff05\u3068\u307b\u307c\u5fae\u6e1b\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n&#x2714;\ufe0e<span class=\"b\">\u682a\u4fa1\u5f15\u304d\u4e0b\u3052\u306e\u771f\u56e0\uff1a\u5e02\u5834\u306e\u8a31\u5bb9PER\uff08\u8a55\u4fa1\u500d\u7387\uff09\u309210\u500d\u304b\u30898\u500d\u3078\u3068\u5207\u308a\u4e0b\u3052\u305f\u305f\u3081<\/span><br \/>\r\n<br \/>\r\n\u30de\u30a4\u30af\u30ed\u30f3\u304c\u7a3c\u3050\u69cb\u9020\u305d\u306e\u3082\u306e\u306f\u640d\u306a\u308f\u308c\u3066\u304a\u3089\u305a\u3001\u300e\u5c06\u6765\u306e\u6e1b\u901f\u30ea\u30b9\u30af\u300f\u3092\u7406\u7531\u306b\u8a31\u5bb9\u3055\u308c\u308b\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3060\u3051\u304c\u524a\u3089\u308c\u305f\u306e\u304c\u4eca\u56de\u306e\u4e0b\u3052\u306e\u6b63\u4f53\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001\u3042\u307e\u308a\u306b\u3082\u8a31\u5bb9PER\u304c\u4f4e\u304f\u898b\u7a4d\u3082\u3089\u308c\u904e\u304e\u3066\u3044\u308b\u306e\u3067\u3001\u4eca\u5f8c\u3001\u518d\u5ea6\u4e0a\u632f\u308c\u4fee\u6b63\u3055\u308c\u308b\u3068\u8003\u3048\u307e\u3059\u3002\u305d\u3082\u305d\u3082\u3001\u58f2\u4e0a\u9ad8\u3082\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u3067\u3057\u3087\u3046\u3057\u306d\u3002<br \/>\r\n<h4 id=\"e3819de381aee29db7e38397e383ade381aee382a2e3838ae383aae382b9e38388e381a7e38282e3808e1e383b6e69c88e58588e381aee383a1e383a2e383aae99c80-16\">\u305d\u306e\u2777\u30d7\u30ed\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3082\u300e1\u30f6\u6708\u5148\u306e\u30e1\u30e2\u30ea\u9700\u7d66\u300f\u3059\u3089\u5f53\u305f\u3089\u306a\u3044<\/h4>\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u300e2027\u5e74\u306e\u4fa1\u683c\u30d4\u30fc\u30af\u300f\u3084\u300e\u4e2d\u56fd\u52e2\u306e\u5897\u7523\u300f\u304c\u61f8\u5ff5\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001<span class=\"b\"><span class=\"bd-yellow\">\u30e1\u30e2\u30ea\u5e02\u5834\u306e\u30d4\u30fc\u30af\u6642\u671f\u3092\u6b63\u78ba\u306b\u4e88\u6e2c\u3059\u308b\u3053\u3068\u306f\u30d7\u30ed\uff08\u305d\u3082\u305d\u3082\u30e1\u30e2\u30ea\u306b\u95a2\u3057\u3066\u306f\u7d20\u4eba\u3060\u304c\uff09\u3067\u3082\u4e0d\u53ef\u80fd<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u5b9f\u969b\u3001\u53f0\u6e7e\u30e1\u30fc\u30ab\u30fc\u306e\u6708\u6b21\u30c7\u30fc\u30bf\u3092\u306b\u5bfe\u3059\u308b\u4e88\u60f3\u3092\u898b\u308b\u9650\u308a\u3001DRAM\u9700\u7d66\u903c\u8feb\u3084\u4fa1\u683c\u306e\u5909\u52d5\u306b\u95a2\u3057\u3066\u30011\u30f6\u6708\u5148\u3067\u3059\u30891\u30df\u30ea\u3082\u8aad\u3081\u3066\u3044\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u305d\u3082\u305d\u3082\u5f53\u305f\u3089\u306a\u3044\u306e\u306b\u3001<span class=\"b\">\u3055\u3089\u306b\u5f53\u305f\u3089\u306a\u3044\u3067\u3042\u308d\u3046\u9060\u3044\u672a\u6765\u306e<span class=\"red\">\u300e\u4e88\u60f3\uff08\u30d4\u30fc\u30af\u8aac\uff09\u300f<\/span>\u306b\u602f\u3048\u3066\u72fc\u72fd\u58f2\u308a\u3059\u308b\u5fc5\u8981\u306f\u3001\u5168\u304f\u306a\u3044<\/span>\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e3819de381aee29db8e383a1e383a2e383aae6a0aae381abe5bcb7e6b097e381a7e38182e3828ae7b69ae38191e3828be79086e794b1efbc9ae3808ee6a5ade7b8be-17\">\u305d\u306e\u2778\u30e1\u30e2\u30ea\u682a\u306b\u5f37\u6c17\u3067\u3042\u308a\u7d9a\u3051\u308b\u7406\u7531\uff1a\u300e\u696d\u7e3e\u6210\u9577\u300f\u00d7\u300ePER\u306e\u6b63\u5e38\u5316\u300f<\/h4>\u73fe\u5728\u306e\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u9298\u67c4\u306f\u300112\u30f6\u6708\u4e88\u60f3PER\u304c5\u301c6\u500d\u3068\u3044\u3046\u7570\u5e38\u306a\u5272\u5b89\u6c34\u6e96\u306b\u653e\u7f6e\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x2714;\ufe0e<span 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