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\n
\"\"
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\u3010\u534a\u5c0e\u4f53\u30112025\u5e74\u306b\u5efa\u8a2d\u958b\u59cb\u4e88\u5b9a\u306e\u65b0\u898f\u534a\u5c0e\u4f53\u5de5\u5834\u306f18\u68df\u3001SEMI World Fab Forecast\u30ec\u30dd\u30fc\u30c8\u3067\u660e\u3089\u304b\u306b
\n\u3000SEMI\uff08\u672c\u90e8\uff1a\u7c73\u56fd\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u30df\u30eb\u30d4\u30bf\u30b9\uff09\u306f1\u67087\u65e5\uff08\u7c73\u56fd\u6642\u9593\uff09\u3001\u6700\u65b0\u306eWorld Fab Forecast\u30ec\u30dd\u30fc\u30c8\uff3b*1\uff3d\u306b\u57fa\u3065\u304d\u30012025\u5e74\u306b18\u68df\u306e\u65b0\u898f\u534a\u5c0e\u4f53\u5de5\u5834\u5efa\u8a2d\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u958b\u59cb\u3055\u308c\u308b\u3068\u306e\u4e88\u6e2c\u3092\u767a\u8868\u3057\u305f*\u3002\u65b0\u898f\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u306f3\u68df\u306e200\u339c\u8a2d\u5099\u306815\u68df\u306e300\u339c\u8a2d\u5099\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u5927\u534a\u306f2026\u5e74\u304b\u30892027\u5e74\u306e\u7a3c\u50cd\u958b\u59cb\u3092\u4e88\u5b9a\u3057\u3066\u3044\u308b\u3002
\n\u30002025\u5e74\u306b\u306f\u3001\u7c73\u56fd\u3068\u65e5\u672c\u3067\u305d\u308c\u305e\u308c4\u3064\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u4e88\u5b9a\u3055\u308c\u3066\u304a\u308a\u4ed6\u306e\u5730\u57df\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u308b\u3002\u4e2d\u56fd\u3068\u30e8\u30fc\u30ed\u30c3\u30d1\u304a\u3088\u3073\u4e2d\u6771\u5730\u57df\u306f\u305d\u308c\u305e\u308c3\u3064\u306e\u5efa\u8a2d\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3088\u308a\u540c\u73873\u4f4d\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u308b\u3002\u53f0\u6e7e\u306f2\u3064\u3001\u97d3\u56fd\u3068\u6771\u5357\u30a2\u30b8\u30a2\u306f\u305d\u308c\u305e\u308c1\u3064\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u3002
\n\u3000SEMI\u306e\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517cCEO\u306eAjit Manocha\uff08\u30a2\u30b8\u30c3\u30c8\u30fb\u30de\u30ce\u30c1\u30e3\uff09\u6c0f\u306f\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u308b\u3002
\n\u3000\u300c\u534a\u5c0e\u4f53\u7523\u696d\u306f\u3001\u9032\u5316\u3092\u7d9a\u3051\u308b\u4e16\u754c\u7684\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u6700\u5148\u7aef\u6280\u8853\u3068\u4e3b\u6d41\u306a\u6280\u8853\u306e\u4e21\u65b9\u306b\u5bfe\u3059\u308b\u6295\u8cc7\u304c\u6c42\u3081\u3089\u308c\u308b\u3068\u3044\u3046\u6975\u3081\u3066\u91cd\u8981\u306a\u5c40\u9762\u3092\u8fce\u3048\u3066\u3044\u307e\u3059\u3002\u751f\u6210AI\u3068\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u6700\u5148\u7aef\u306e\u30ed\u30b8\u30c3\u30af\u3068\u30e1\u30e2\u30ea\u5206\u91ce\u306e\u9032\u6b69\u306b\u62cd\u8eca\u3092\u304b\u3051\u308b\u4e00\u65b9\u3067\u3001\u4e3b\u6d41\u306e\u30ce\u30fc\u30c9\u306f\u81ea\u52d5\u8eca\u3001IoT\u3001\u305d\u3057\u3066\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u3068\u3044\u3063\u305f\u91cd\u8981\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u652f\u3048\u7d9a\u3051\u3066\u3044\u307e\u3059\u30022025\u5e74\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b18\u68df\u306e\u65b0\u898f\u534a\u5c0e\u4f53\u5de5\u5834\u306e\u5efa\u8a2d\u306f\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u3055\u3089\u306a\u308b\u7d4c\u6e08\u6210\u9577\u306b\u5411\u3051\u305f\u696d\u754c\u306e\u8ca2\u732e\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u300d
\n\u30002023\u5e74\uff5e2025\u5e74\u307e\u3067\u3092\u30ab\u30d0\u30fc\u3059\u308b2024\u5e74\u7b2c4\u56db\u534a\u671f\u7248\u306eWorld Fab Forecast\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u696d\u754c\u306b\u304a\u3044\u306697\u68df\u306e\u65b0\u3057\u3044\u91cf\u7523\u5de5\u5834\u306e\u7a3c\u50cd\u958b\u59cb\u304c\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306f2024\u5e74\u306e48\u68df\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30682025\u5e74\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b32\u68df\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u542b\u307f\u3001\u30a6\u30a7\u30fc\u30cf\u30b5\u30a4\u30ba\u306f300\u339c\u304b\u308950\u339c\u306b\u53ca\u3076\u3002
\n\u25bc\u5148\u7aef\u30ce\u30fc\u30c9\u304c\u534a\u5c0e\u4f53\u7523\u696d\u306e\u62e1\u5927\u3092\u727d\u5f15
\n\u30002025\u5e74\u306e\u534a\u5c0e\u4f53\u751f\u7523\u80fd\u529b\u306f\u3055\u3089\u306b\u52a0\u901f\u3057\u3001\u5e74\u73876.6\uff05\u306e\u6210\u9577\u7387\u3067\u6708\u75233360\u4e07\u679a\uff08wpm\uff09**\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u308b\u3002\u3053\u306e\u62e1\u5927\u306f\u3001\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff08HPC\uff09\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3051\u308b\u6700\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u6280\u8853\u3068\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u751f\u6210AI\u306e\u666e\u53ca\u62e1\u5927\u306b\u3088\u3063\u3066\u3082\u305f\u3089\u3055\u308c\u308b\u3002
\n\u3000\u534a\u5c0e\u4f53\u696d\u754c\u306f\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLCs\uff09\u306e\u8a08\u7b97\u9700\u8981\u306e\u62e1\u5927\u306b\u5bfe\u5fdc\u3059\u308b\u3001\u5148\u7aef\u8a08\u7b97\u80fd\u529b\u306e\u69cb\u7bc9\u3078\u306e\u53d6\u308a\u7d44\u307f\u3092\u5f37\u5316\u3057\u3066\u3044\u308b\u3002\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306f\u5148\u7aef\u30ce\u30fc\u30c9\uff087nm\u4ee5\u4e0b\uff09\u306e\u751f\u7523\u80fd\u529b\u3092\u7a4d\u6975\u7684\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u30012025\u5e74\u306b\u306f30\u4e07wpm\u4ee5\u4e0a\u5897\u52a0\u3057\u5408\u8a08220\u4e07wpm\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u5e74\u738716\uff05\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u308b\u3002
\n\u3000\u4e2d\u56fd\u306e\u30c1\u30c3\u30d7\u81ea\u7d66\u6226\u7565\u3068\u3001\u81ea\u52d5\u8eca\u304a\u3088\u3073IoT\u304b\u3089\u306e\u9700\u8981\u4e88\u60f3\u306b\u5f8c\u62bc\u3057\u3055\u308c\u30012025\u5e74\u306e\u4e3b\u6d41\u306e\u30ce\u30fc\u30c9\uff088\uff5e45nm\uff09\u306f1500\u4e07wpm\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u7a81\u7834\u3057\u751f\u7523\u80fd\u529b\u306f\u3055\u3089\u306b6\uff05\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u308b\u3002
\n\u3000\u6210\u719f\u3057\u305f\u6280\u8853\u306e\u30ce\u30fc\u30c9\uff0850nm\u4ee5\u4e0a\uff09\u306f\u5e02\u5834\u306e\u56de\u5fa9\u306e\u9045\u308c\u3068\u7a3c\u50cd\u7387\u306e\u4f4e\u3055\u3092\u53cd\u6620\u3057\u3066\u3001\u3088\u308a\u4fdd\u5b88\u7684\u306a\u62e1\u5927\u3092\u898b\u305b\u3066\u3044\u308b\u30022025\u5e74\u306e\u3053\u306e\u5206\u91ce\u3067\u306e\u751f\u7523\u80fd\u529b\u306f5\uff05\u6210\u9577\u3057\u30011400\u4e07wpm\u306b\u9054\u3059\u308b\u3068\u3044\u3046\u4e88\u6e2c\u3002
\n\u25bc\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5206\u91ce\u306f\u5f15\u304d\u7d9a\u304d\u529b\u5f37\u3044\u751f\u7523\u80fd\u529b\u5897\u52a0\u3092\u7dad\u6301
\n\u3000\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u534a\u5c0e\u4f53\u8a2d\u5099\u8cfc\u5165\u306b\u304a\u3044\u3066\u4e3b\u529b\u3068\u306a\u308a\u7d9a\u3051\u308b\u3067\u3042\u308d\u3046\u3002\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5206\u91ce\u3067\u306f\u751f\u7523\u80fd\u529b\u304c\u5e74\u738710.9\uff05\u5897\u52a0\u3057\u30012024\u5e74\u306e1130\u4e07wpm\u304b\u30892025\u5e74\u306b\u306f\u8a18\u9332\u7684\u306a1260\u4e07wpm\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3055\u308c\u308b\u3002
\n\u3000\u30e1\u30e2\u30ea\u5206\u91ce\u5168\u4f53\u3067\u306f2024\u5e74\u306b\u306f3.5\uff05\u30012025\u5e74\u306b\u306f2.9\uff05\u3068\u7de9\u3084\u304b\u306a\u6210\u9577\u3068\u306a\u308a\u3001\u7740\u5b9f\u306a\u751f\u7523\u80fd\u529b\u306e\u62e1\u5927\u304c\u898b\u3089\u308c\u308b\u3002\u3057\u304b\u3057\u3001\u751f\u6210AI\u9700\u8981\u306e\u9ad8\u307e\u308a\u304c\u30e1\u30e2\u30ea\u5e02\u5834\u306b\u5927\u304d\u306a\u5909\u5316\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u308b\u3002\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\uff08HBM\uff09\u304c\u9855\u8457\u306a\u6025\u6210\u9577\u3092\u9042\u3052\u3001DRAM\u3068NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u5206\u91ce\u306e\u9593\u3067\u751f\u7523\u80fd\u529b\u306e\u6210\u9577\u50be\u5411\u306b\u4e56\u96e2\u304c\u751f\u3058\u3066\u3044\u308b\u3002
\n\u3000DRAM\u5206\u91ce\u306f\u529b\u5f37\u3044\u6210\u9577\u3092\u7dad\u6301\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u30012025\u5e74\u306b\u306f\u524d\u5e74\u6bd4\u7d047\uff05\u5897\u306e450\u4e07wpm\u3068\u306a\u308b\u4e00\u65b9\u3067\u30013D NAND\u306e\u8a2d\u7f6e\u80fd\u529b\u306f5\uff05\u5897\u306e370\u4e07wpm\u3068\u306a\u308b\u898b\u8fbc\u307f\u3002
\n\u3000\u6700\u65b0\u306eWorld Fab Forecast\u30ec\u30dd\u30fc\u30c8\u306f2024\u5e7412\u6708\u306b\u767a\u884c\u3055\u308c\u3001\u4e16\u754c\u5168\u4f53\u30671,500\u306e\u65bd\u8a2d\u3068\u30e9\u30a4\u30f3\u304c\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3055\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u4e2d\u306b\u306f\u30012025\u5e74\u4ee5\u964d\u306b\u7a3c\u52d5\u958b\u59cb\u304c\u898b\u8fbc\u307e\u308c\u308b\u69d8\u3005\u306a\u84cb\u7136\u6027\u3092\u6301\u3064180\u306e\u91cf\u7523\u65bd\u8a2d\u3068\u30e9\u30a4\u30f3\u304c\u542b\u307e\u308c\u3066\u3044\u308b\u3002
\n\u3000SEMI World Fab Forecast\u30ec\u30dd\u30fc\u30c8\u306e\u30b5\u30f3\u30d7\u30eb\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u306f\u3053\u3061\u3089\uff3b*2\uff3d\u304b\u3089\u53ef\u80fd\u3067\u3059\u3002
\n\u3000\u305d\u306e\u4ed6\u306e\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306b\u95a2\u3059\u308bSEMI\u30ec\u30dd\u30fc\u30c8\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001SEMI Market Inteligence\uff3b*3\uff3d\u3092\u3054\u89a7\u306b\u306a\u308b\u304b\u3001SEMI Market Intelligence Team\uff08MIT\uff09\uff08 mktstats@semi.org \uff09\u307e\u3067\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n

___________________________________________________________________<\/p>\n

2025\u5e74\u306b\u7740\u5de5\u3059\u308b\u5730\u57df\u5225\u306e\u65b0\u898f\u534a\u5c0e\u4f53\u5de5\u5834\u306b\u95a2\u3059\u308b\u30b0\u30e9\u30d5\u306f\u3001\u3053\u3061\u3089\u304b\u3089\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3044\u305f\u3060\u3051\u307e\u3059\u3002
\nhttps:\/\/dl.nxlk.jp\/0d40bcd8-5481-4d03-be1d-8a4a73d1f109
\n___________________________________________________________________<\/p>\n

SEMI\u306e\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517cCEO\u306eAjit Manocha\uff08\u30a2\u30b8\u30c3\u30c8\u30fb\u30de\u30ce\u30c1\u30e3\uff09\u306f\u3001\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u300c\u534a\u5c0e\u4f53\u7523\u696d\u306f\u3001\u9032\u5316\u3092\u7d9a\u3051\u308b\u4e16\u754c\u7684\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u6700\u5148\u7aef\u6280\u8853\u3068\u4e3b\u6d41\u306a\u6280\u8853\u306e\u4e21\u65b9\u306b\u5bfe\u3059\u308b\u6295\u8cc7\u304c\u6c42\u3081\u3089\u308c\u308b\u3068\u3044\u3046\u6975\u3081\u3066\u91cd\u8981\u306a\u5c40\u9762\u3092\u8fce\u3048\u3066\u3044\u307e\u3059\u3002\u751f\u6210AI\u3068\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u6700\u5148\u7aef\u306e\u30ed\u30b8\u30c3\u30af\u3068\u30e1\u30e2\u30ea\u5206\u91ce\u306e\u9032\u6b69\u306b\u62cd\u8eca\u3092\u304b\u3051\u308b\u4e00\u65b9\u3067\u3001\u4e3b\u6d41\u306e\u30ce\u30fc\u30c9\u306f\u81ea\u52d5\u8eca\u3001IoT\u3001\u305d\u3057\u3066\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u3068\u3044\u3063\u305f\u91cd\u8981\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u652f\u3048\u7d9a\u3051\u3066\u3044\u307e\u3059\u30022025\u5e74\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b18\u68df\u306e\u65b0\u898f\u534a\u5c0e\u4f53\u5de5\u5834\u306e\u5efa\u8a2d\u306f\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u3055\u3089\u306a\u308b\u7d4c\u6e08\u6210\u9577\u306b\u5411\u3051\u305f\u696d\u754c\u306e\u8ca2\u732e\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u300d<\/p>\n

2023\u5e74\u304b\u30892025\u5e74\u307e\u3067\u3092\u30ab\u30d0\u30fc\u3059\u308b2024\u5e74\u7b2c4\u56db\u534a\u671f\u7248\u306eWorld Fab Forecast\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u696d\u754c\u306b\u304a\u3044\u306697\u68df\u306e\u65b0\u3057\u3044\u91cf\u7523\u5de5\u5834\u306e\u7a3c\u50cd\u958b\u59cb\u304c\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f2024\u5e74\u306e48\u68df\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30682025\u5e74\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b32\u68df\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u542b\u307f\u3001\u30a6\u30a7\u30fc\u30cf\u30b5\u30a4\u30ba\u306f300\u339c\u304b\u308950\u339c\u306b\u53ca\u3073\u307e\u3059\u3002<\/p>\n

\u25bc\u5148\u7aef\u30ce\u30fc\u30c9\u304c\u534a\u5c0e\u4f53\u7523\u696d\u306e\u62e1\u5927\u3092\u727d\u5f15<\/p>\n

2025\u5e74\u306e\u534a\u5c0e\u4f53\u751f\u7523\u80fd\u529b\u306f\u3055\u3089\u306b\u52a0\u901f\u3057\u3001\u5e74\u73876.6\uff05\u306e\u6210\u9577\u7387\u3067\u6708\u75233,360\u4e07\u679a\uff08wpm\uff09**\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u62e1\u5927\u306f\u3001\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\uff08HPC\uff09\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3051\u308b\u6700\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u6280\u8853\u3068\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u306b\u304a\u3051\u308b\u751f\u6210AI\u306e\u666e\u53ca\u62e1\u5927\u306b\u3088\u3063\u3066\u3082\u305f\u3089\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u534a\u5c0e\u4f53\u696d\u754c\u306f\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLCs\uff09\u306e\u8a08\u7b97\u9700\u8981\u306e\u62e1\u5927\u306b\u5bfe\u5fdc\u3059\u308b\u3001\u5148\u7aef\u8a08\u7b97\u80fd\u529b\u306e\u69cb\u7bc9\u3078\u306e\u53d6\u308a\u7d44\u307f\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306f\u5148\u7aef\u30ce\u30fc\u30c9\uff087nm\u4ee5\u4e0b\uff09\u306e\u751f\u7523\u80fd\u529b\u3092\u7a4d\u6975\u7684\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u30012025\u5e74\u306b\u306f30\u4e07wpm\u4ee5\u4e0a\u5897\u52a0\u3057\u5408\u8a08220\u4e07wpm\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u5e74\u738716\uff05\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4e2d\u56fd\u306e\u30c1\u30c3\u30d7\u81ea\u7d66\u6226\u7565\u3068\u3001\u81ea\u52d5\u8eca\u304a\u3088\u3073IoT\u304b\u3089\u306e\u9700\u8981\u4e88\u60f3\u306b\u5f8c\u62bc\u3057\u3055\u308c\u30012025\u5e74\u306e\u4e3b\u6d41\u306e\u30ce\u30fc\u30c9\uff088nm\uff5e45nm\uff09\u306f1,500\u4e07wpm\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u7a81\u7834\u3057\u751f\u7523\u80fd\u529b\u306f\u3055\u3089\u306b6%\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u6210\u719f\u3057\u305f\u6280\u8853\u306e\u30ce\u30fc\u30c9\uff0850nm\u4ee5\u4e0a\uff09\u306f\u5e02\u5834\u306e\u56de\u5fa9\u306e\u9045\u308c\u3068\u7a3c\u50cd\u7387\u306e\u4f4e\u3055\u3092\u53cd\u6620\u3057\u3066\u3001\u3088\u308a\u4fdd\u5b88\u7684\u306a\u62e1\u5927\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u30022025\u5e74\u306e\u3053\u306e\u5206\u91ce\u3067\u306e\u751f\u7523\u80fd\u529b\u306f5%\u6210\u9577\u3057\u30011,400\u4e07wpm\u306b\u9054\u3059\u308b\u3068\u3044\u3046\u4e88\u6e2c\u3067\u3059\u3002<\/p>\n

\u25bc\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5206\u91ce\u306f\u5f15\u304d\u7d9a\u304d\u529b\u5f37\u3044\u751f\u7523\u80fd\u529b\u5897\u52a0\u3092\u7dad\u6301<\/p>\n

\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u534a\u5c0e\u4f53\u8a2d\u5099\u8cfc\u5165\u306b\u304a\u3044\u3066\u4e3b\u529b\u3068\u306a\u308a\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5206\u91ce\u3067\u306f\u751f\u7523\u80fd\u529b\u304c\u5e74\u738710.9\uff05\u5897\u52a0\u3057\u30012024\u5e74\u306e1,130\u4e07wpm\u304b\u30892025\u5e74\u306b\u306f\u8a18\u9332\u7684\u306a1,260\u4e07wpm\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u30e1\u30e2\u30ea\u5206\u91ce\u5168\u4f53\u3067\u306f2024\u5e74\u306b\u306f3.5%\u30012025\u5e74\u306b\u306f2.9%\u3068\u7de9\u3084\u304b\u306a\u6210\u9577\u3068\u306a\u308a\u3001\u7740\u5b9f\u306a\u751f\u7523\u80fd\u529b\u306e\u62e1\u5927\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u751f\u6210AI\u9700\u8981\u306e\u9ad8\u307e\u308a\u304c\u30e1\u30e2\u30ea\u5e02\u5834\u306b\u5927\u304d\u306a\u5909\u5316\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\uff08HBM\uff09\u304c\u9855\u8457\u306a\u6025\u6210\u9577\u3092\u9042\u3052\u3001DRAM\u3068NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u5206\u91ce\u306e\u9593\u3067\u751f\u7523\u80fd\u529b\u306e\u6210\u9577\u50be\u5411\u306b\u4e56\u96e2\u304c\u751f\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n

DRAM\u5206\u91ce\u306f\u529b\u5f37\u3044\u6210\u9577\u3092\u7dad\u6301\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u30012025\u5e74\u306b\u306f\u524d\u5e74\u6bd4\u7d047%\u5897\u306e450\u4e07wpm\u3068\u306a\u308b\u4e00\u65b9\u3067\u30013D NAND\u306e\u8a2d\u7f6e\u80fd\u529b\u306f5%\u5897\u306e370\u4e07wpm\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n

\u6700\u65b0\u306eWorld Fab Forecast\u30ec\u30dd\u30fc\u30c8\u306f2024\u5e7412\u6708\u306b\u767a\u884c\u3055\u308c\u3001\u4e16\u754c\u5168\u4f53\u30671,500\u306e\u65bd\u8a2d\u3068\u30e9\u30a4\u30f3\u304c\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3055\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u4e2d\u306b\u306f\u30012025\u5e74\u4ee5\u964d\u306b\u7a3c\u52d5\u958b\u59cb\u304c\u898b\u8fbc\u307e\u308c\u308b\u69d8\u3005\u306a\u84cb\u7136\u6027\u3092\u6301\u3064180\u306e\u91cf\u7523\u65bd\u8a2d\u3068\u30e9\u30a4\u30f3\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

SEMI World Fab Forecast\u30ec\u30dd\u30fc\u30c8\u306e\u30b5\u30f3\u30d7\u30eb\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u306f\u3053\u3061\u3089\uff3b*2\uff3d\u304b\u3089\u53ef\u80fd\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u4ed6\u306e\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306b\u95a2\u3059\u308bSEMI\u30ec\u30dd\u30fc\u30c8\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001SEMI Market Inteligence\uff3b*3\uff3d\u3092\u3054\u89a7\u306b\u306a\u308b\u304b\u3001SEMI Market Intelligence Team\uff08MIT\uff09\uff08 mktstats@semi.org \uff09\u307e\u3067\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n

*1 https:\/\/www.semi.org\/jp\/products-services\/market-data\/world-fab-forecast
\n*2 https:\/\/discover.semi.org\/world-fab-forecast-registration.html
\n*3 https:\/\/www.semi.org\/jp\/products-services\/market-intelligence<\/p>\n

*\u30d5\u30a1\u30d6\u306e\u6570\u306b\u306f\u3001\u7814\u7a76\u958b\u767a\uff08R&D\uff09\u306e\u30e9\u30a4\u30f3\u306f\u542b\u307f\u307e\u305b\u3093\u3002
\n**200mm\u63db\u7b97<\/p>\n

\u25a0SEMI\u306b\u3064\u3044\u3066
\nSEMI\uff08\u672c\u90e8\uff1a\u7c73\u56fd\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u30df\u30eb\u30d4\u30bf\u30b9\u3001\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517cCEO\uff1a\u30a2\u30b8\u30c3\u30c8\u30fb\u30de\u30ce\u30c1\u30e3\uff09\u306f\u3001\u4e16\u754c\u306e3,000\u4ee5\u4e0a\u306e\u4f1a\u54e1\u4f01\u696d\u3001150\u4e07\u4eba\u306e\u5c02\u9580\u5bb6\u3092\u3064\u306a\u304e\u3001\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u88fd\u9020\u306e\u6280\u8853\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u767a\u5c55\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059\u3002SEMI\u306e\u4f1a\u54e1\u306f\u3001\u30b9\u30de\u30fc\u30c8\u3067\u9ad8\u901f\u3001\u5f37\u529b\u3001\u304b\u3064\u4f4e\u4fa1\u683c\u306a\u96fb\u5b50\u88fd\u54c1\u306e\u5b9f\u73fe\u306b\u3080\u3051\u305f\u3001\u6750\u6599\u3001\u8a2d\u8a08\u3001\u88c5\u7f6e\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u30c7\u30d0\u30a4\u30b9\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u62c5\u3063\u3066\u3044\u307e\u3059\u3002Electronic System Design Alliance\uff08ESD Alliance\uff09\u3001FlexTech\u3001Fab Owners Alliance\uff08FOA\uff09\u3001MEMS & Sensors Industry Group\uff08MSIG\uff09\u304a\u3088\u3073SOI\u30b3\u30f3\u30bd\u30fc\u30b7\u30a2\u30e0\u306f\u3001SEMI\u306e\u6226\u7565\u7684\u5354\u4f1a\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u3064\u307e\u308a\u3001\u305d\u308c\u305e\u308c\u306e\u6280\u8853\u5206\u91ce\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u305fSEMI\u306e\u5185\u90e8\u30b0\u30eb\u30fc\u30d7\u3067\u3059\u3002
\n\u8a73\u3057\u3044\u60c5\u5831\u306f www.semi.org \u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\n

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\nTel: 03-3222-5755<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":[],"categories":[17],"tags":[19],"_links":{"self":[{"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/posts\/14716"}],"collection":[{"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/comments?post=14716"}],"version-history":[{"count":3,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/posts\/14716\/revisions"}],"predecessor-version":[{"id":14724,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/posts\/14716\/revisions\/14724"}],"wp:attachment":[{"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/media?parent=14716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/categories?post=14716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ctiweb.co.jp\/con\/wp-json\/wp\/v2\/tags?post=14716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}