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Lori Calvasina\u6c0f\u306f\u6700\u8fd1\u3001\u300cAI\u95a2\u9023\u306e\u53d6\u5f15\u3084\u5229\u76ca\u6210\u9577\u304cS&P500\u306eEPS\u306b\u3069\u308c\u307b\u3069\u5927\u304d\u306a\u652f\u3048\u3068\u306a\u3063\u3066\u3044\u308b\u304b\u3092\u3001\u5730\u653f\u5b66\u95a2\u4fc2\u8005\u306f\u5341\u5206\u7406\u89e3\u3057\u3066\u3044\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u300d\u3068\u6307\u6458\u3057\u305f\u3002<\/p>\n\n\n\n

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Samsung\u3068SK Hynix\u304c\u91cd\u8981\u8996\u3055\u308c\u308b\u7406\u7531\u306f\u3001\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u5e02\u5834\u3067Micron Technology\u3068\u7af6\u5408\u3057\u3066\u3044\u308b\u70b9\u306b\u3042\u308b\u3002HBM\u306fAI\u51e6\u7406\u306b\u4e0d\u53ef\u6b20\u306a\u6280\u8853\u3067\u3042\u308a\u3001GPU\u306b\u3088\u308b\u5927\u91cf\u30c7\u30fc\u30bf\u51e6\u7406\u3092\u5f93\u6765\u30e1\u30e2\u30ea\u3088\u308a\u9ad8\u901f\u304b\u3064\u52b9\u7387\u7684\u306b\u5b9f\u73fe\u3059\u308b\u3002<\/p>\n\n\n\n

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\u30c6\u30af\u30cb\u30ab\u30eb\u5206\u6790<\/strong><\/h3>\n\n\n\n

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\"\"
MU \u65e5\u8db3\uff5c2025\u5e747\u6708\u301c\u73fe\u5728<\/figcaption><\/figure>\n\n\n\n

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[…]<\/p>\n","protected":false},"author":8,"featured_media":113492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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