{"id":52042,"date":"2026-08-03T10:44:21","date_gmt":"2026-08-03T10:44:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/jp-asia\/uncategorized\/52042\/"},"modified":"2026-08-03T10:44:21","modified_gmt":"2026-08-03T10:44:21","slug":"chinas-ai-memory-ambition-the-global-co-nand-dram","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/opinion\/52042\/","title":{"rendered":"\u4e2d\u56fd\u306eAI\u5411\u3051\u30e1\u30e2\u30ea\u91ce\u5fc3\uff1a\u4e16\u754c\u7684\u306a\u300cCo-NAND-DRAM\u300d\u69cb\u60f3"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/AIConandram-1024x573.webp\" alt=\"\" class=\"wp-image-64112\"\/><figcaption>\u56fd\u5883\u3092\u8d8a\u3048\u308bAI\u5411\u3051\u30e1\u30e2\u30ea\u30fc\u7af6\u4e89<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306e\u4f01\u696d\u4fa1\u5024\u304c\u4eca\u5e74\u6025\u4f38\u3057\u305f\u5c40\u9762\u3067\u3001\u6295\u8cc7\u5bb6\u304c\u8cb7\u3063\u3066\u3044\u305f\u306e\u306f\u5358\u306a\u308b\u30e1\u30e2\u30ea\u30fc\u30c1\u30c3\u30d7\u4f01\u696d\u3067\u306f\u306a\u3044\u3002\u3088\u308a\u5927\u304d\u306a\u767a\u60f3\u3001\u3059\u306a\u308f\u3061<a href=\"https:\/\/www.abc.net.au\/news\/2026-07-30\/cxmt-stock-market-debut-memory-chips\/106965378\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u4e2d\u56fd\u304cAI\u6642\u4ee3\u306e\u30e1\u30e2\u30ea\u30fc\u57fa\u76e4\uff08AI\u306b\u5fc5\u8981\u306a\u9ad8\u901f\u30e1\u30e2\u30ea\u30fc\u3084\u30c7\u30fc\u30bf\u4fdd\u5b58\u306e\u571f\u53f0\uff09\u3092\u81ea\u524d\u3067\u6574\u5099\u3057<\/a>\u3001\u4e16\u754c\u306e\u5148\u884c\u4f01\u696d\u3078\u306e\u4f9d\u5b58\u3092\u6e1b\u3089\u305b\u308b\u3001\u3068\u3044\u3046\u898b\u7acb\u3066\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u697d\u89b3\u306e\u898f\u6a21\u306f\u5927\u304d\u3044\u3002CXMT\u306e<a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/cxmts-sk-hynix-samsung-micron-memory-chip.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u4e0a\u5834\u306f\u8a55\u4fa1\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u306e\u898b\u76f4\u3057\u3092\u8a98\u767a<\/a>\u3057\u3001\u65e2\u5b58\u306e\u30e1\u30e2\u30ea\u30fc\u5927\u624b\u306b\u5bfe\u6297\u3057\u3046\u308b\u56fd\u5185\u4f01\u696d\u3068\u3057\u3066\u4f4d\u7f6e\u4ed8\u3051\u3089\u308c\u305f\u3002\u4e0a\u5834\u5f8c\u306e\u4f01\u696d\u4fa1\u5024\u306f<a href=\"https:\/\/www.cnbc.com\/2026\/07\/27\/cxmt-china-market-debut-chipmaker-ipo.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u304a\u3088\u305d86\u5104\u30c9\u30eb<\/a>\u306b\u9054\u3057\u3001\u4e2d\u56fd\u306e\u91cd\u8981\u306a\u534a\u5c0e\u4f53\u4f01\u696d\u306b\u306a\u308a\u5f97\u308b\u3068\u306e\u671f\u5f85\u3092\u6620\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u4e0a\u6607\u306f\u3001<a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u6731\u4e00\u660e\u4f1a\u9577\u3078\u306e\u6ce8\u76ee<\/a>\u3082\u62bc\u3057\u4e0a\u3052\u305f\u3002CXMT\u304c\u4e2d\u56fd\u306e\u91cd\u8981\u306a\u534a\u5c0e\u4f53\u4f01\u696d\u306b\u306a\u308a\u5f97\u308b\u3068\u306e\u671f\u5f85\u3068\u3068\u3082\u306b\u3001\u540c\u6c0f\u306e\u8cc7\u7523\u3082\u5897\u3048\u305f\u3068\u3055\u308c\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306fNVIDIA\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306e\u3088\u3046\u306b\u77e5\u3089\u308c\u308b\u5b58\u5728\u306b\u306a\u308c\u308b\u306e\u304b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u306b\u306f\u300c\u901f\u3055\u300d\u3068\u300c\u4fdd\u5b58\u300d\u304c\u8981\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u3092\u898b\u308b\u524d\u306b\u3001\u30e1\u30e2\u30ea\u30fc\u306e\u5f79\u5272\u3092\u4eba\u9593\u306e\u8a18\u61b6\u306b\u306a\u305e\u3089\u3048\u308b\u3068\u5206\u304b\u308a\u3084\u3059\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u77ed\u671f\u8a18\u61b6\u306f\u3001\u96fb\u8a71\u756a\u53f7\u3092\u4e00\u6642\u7684\u306b\u899a\u3048\u305f\u308a\u3001\u4f1a\u8a71\u306e\u6d41\u308c\u3092\u8ffd\u3063\u305f\u308a\u3059\u308b\u969b\u306b\u4f7f\u3046\u3002\u901f\u3055\u3001\u3059\u3050\u53d6\u308a\u51fa\u305b\u308b\u3053\u3068\u3001\u983b\u7e41\u306a\u66f4\u65b0\u304c\u91cd\u8981\u3060\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u3067\u306f<strong>DRAM<\/strong>\uff08\u30c7\u30a3\u30fc\u30e9\u30e0\uff1d\u4f5c\u696d\u4e2d\u306e\u30c7\u30fc\u30bf\u3092\u4e00\u6642\u7684\u306b\u7f6e\u304f\u9ad8\u901f\u30e1\u30e2\u30ea\u30fc\uff09\u306b\u8fd1\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9577\u671f\u8a18\u61b6\u306f\u3001\u5199\u771f\u3084\u7d4c\u9a13\u3001\u84c4\u7a4d\u3057\u305f\u60c5\u5831\u3092\u4fdd\u5b58\u3059\u308b\u3002\u5373\u6642\u306e\u901f\u3055\u3088\u308a\u3001\u5bb9\u91cf\u3001\u4fe1\u983c\u6027\u3001\u52b9\u7387\u304c\u91cd\u8981\u3060\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u3067\u306f<strong>NAND<\/strong>\uff08\u30ca\u30f3\u30c9\uff1d\u5927\u91cf\u30c7\u30fc\u30bf\u3092\u9577\u671f\u4fdd\u5b58\u3059\u308b\u8a18\u61b6\u88c5\u7f6e\u3001SSD\u306a\u3069\u306b\u4f7f\u308f\u308c\u308b\uff09\u306b\u76f8\u5f53\u3059\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">\u4eba\u9593\u306e\u8a18\u61b6<\/td><td class=\"has-text-align-center\" data-align=\"center\">\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u5f79\u5272<\/td><td class=\"has-text-align-center\" data-align=\"center\">\u4e2d\u56fd\u4f01\u696d<\/td><\/tr><tr><td>\u77ed\u671f\u8a18\u61b6<\/td><td>DRAM\uff08\u9ad8\u901f\u306a\u4e00\u6642\u30e1\u30e2\u30ea\u30fc\uff09<\/td><td>CXMT<\/td><\/tr><tr><td>\u9577\u671f\u8a18\u61b6<\/td><td>NAND\uff08\u5927\u91cf\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\uff09<\/td><td>YMTC<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e16\u754c\u306e\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u306f\u3001\u30b5\u30e0\u30b9\u30f3\u3001<a href=\"https:\/\/www.vtmarkets.com\/learn\/is-sk-hynix-skhy-the-next-big-ai-semiconductor-trade\/\" target=\"_blank\" rel=\"noopener\" title=\"\">SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9<\/a>\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e3\u793e\u304c\u4e3b\u5c0e\u3057\u3001DRAM\u4f9b\u7d66\u306e\u5927\u534a\u3092\u5360\u3081\u308b\u3002CXMT\u306f<a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">DRAM\u306e\u4e3b\u8981\u4f01\u696d<\/a>\u3092\u76ee\u6307\u3059\u3002YMTC\u306fNAND\u306b\u6ce8\u529b\u3059\u308b\u3002\u6280\u8853\u3082\u5f79\u5272\u3082\u7570\u306a\u308b\u304c\u3001\u72d9\u3044\u306f\u540c\u3058\u3060\u3002\u4e2d\u56fd\u3067\u3088\u308a\u5b8c\u7d50\u5ea6\u306e\u9ad8\u3044\u534a\u5c0e\u4f53\u306e\u56fd\u5185\u4f53\u5236\u3092\u4f5c\u308b\u3053\u3068\u306b\u3042\u308b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u30d6\u30fc\u30e0\u3067\u30e1\u30e2\u30ea\u30fc\u304c\u300c\u8cc7\u7523\u300d\u306b\u306a\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u304c\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u3092\u751f\u3093\u3060\u308f\u3051\u3067\u306f\u306a\u3044\u3002\u305f\u3060\u3001\u9700\u8981\u3092\u5927\u304d\u304f\u62bc\u3057\u4e0a\u3052\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image wp-duotone-ffffff-0693e3-1\"><a href=\"https:\/\/www.fortunebusinessinsights.com\/high-bandwidth-memory-hbm-market-110857\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeMjA2OTUxN2MyYzM5NWZiMTZmNGE3ZjFiN2VhMGM3ZmRfVk9CNlpvcTZ1Z3JWbWRRdVhHdEFHZ3JjcVl6a1BHT0hfVG9rZW46TTVGRWJtZ3llb21Ya2J4cjRvZmxmc0ZQZ2piXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30b7\u30b9\u30c6\u30e0\u3067\u4f7f\u3046\u9ad8\u6027\u80fd\u30e1\u30e2\u30ea\u30fc\u306f\u5e02\u5834\u306e\u6210\u9577\u5206\u91ce\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u3068\u304f\u306bHBM\uff08\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\u30fc\uff1dGPU\u306a\u3069\u3068\u4e00\u4f53\u3067\u9ad8\u901f\u306b\u30c7\u30fc\u30bf\u3092\u3084\u308a\u53d6\u308a\u3059\u308b\u9ad8\u6027\u80fdDRAM\uff09\u306f\u3001\u3088\u308a\u5927\u304d\u306aAI\u30e2\u30c7\u30eb\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e\u62e1\u5927\u3067\u9700\u8981\u5897\u304c\u898b\u8fbc\u307e\u308c\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u898f\u6a21\u306aAI\u30e2\u30c7\u30eb\u306f\u81a8\u5927\u306a\u30c7\u30fc\u30bf\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002\u30c7\u30fc\u30bf\u306f\u300c\u4fdd\u5b58\u300d\u3059\u3079\u304d\u3082\u306e\u3068\u3001\u300c\u3059\u3050\u53d6\u308a\u51fa\u3057\u3066\u51e6\u7406\u300d\u3059\u3079\u304d\u3082\u306e\u306b\u5206\u304b\u308c\u308b\u3002NAND\u306f\u5009\u5eab\u306e\u5f79\u5272\u3092\u62c5\u3044\u3001AI\u304c\u5b66\u7fd2\u306b\u4f7f\u3046\u60c5\u5831\u3092\u84c4\u3048\u308b\u3002DRAM\u306f\u4f5c\u696d\u53f0\u3068\u3057\u3066\u3001\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\uff08\u6f14\u7b97\u88c5\u7f6e\uff09\u304c\u60c5\u5831\u306b\u7d20\u65e9\u304f\u30a2\u30af\u30bb\u30b9\u3057\u51e6\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306b\u3068\u3063\u3066\u306e\u6a5f\u4f1a\u306f\u3001AI\u9700\u8981\u304c\u6700\u3082\u5f37\u3044\u9818\u57df\u3078\u8fd1\u3065\u304f\u3053\u3068\u3060\u3002\u305f\u3060\u3057\u53c2\u5165\u5148\u3067\u306f\u3001\u65e2\u5b58\u52e2\u304c\u9577\u5e74\u304b\u3051\u3066\u751f\u7523\u30ce\u30a6\u30cf\u30a6\u3001\u9867\u5ba2\u3068\u306e\u53d6\u5f15\u95a2\u4fc2\u3001\u751f\u7523\u898f\u6a21\u3092\u7bc9\u3044\u3066\u304d\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC\u306e\u6a5f\u4f1a\u306f\u5225\u306e\u610f\u5473\u3067\u91cd\u8981\u3060\u3002AI\u306f\u5b66\u7fd2\u7528\u30c7\u30fc\u30bf\u304b\u3089\u4f01\u696d\u30c7\u30fc\u30bf\u307e\u3067\u3001\u5927\u91cf\u306e\u4fdd\u5b58\u30c7\u30fc\u30bf\u306b\u4f9d\u5b58\u3059\u308b\u3002\u4fdd\u5b58\u5bb9\u91cf\u304c\u4e0d\u8db3\u3059\u308c\u3070\u3001AI\u306e\u5229\u7528\u62e1\u5927\u306f\u9032\u307e\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.reuters.com\/world\/china\/chinas-memory-chip-makers-ride-ai-boom-new-power-us-scrutiny-2026-07-24\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">CXMT\u3068YMTC<\/a>\u306f\u3001AI\u6642\u4ee3\u306b\u5fc5\u8981\u306a\u30e1\u30e2\u30ea\u30fc\u306e\u571f\u53f0\u3092\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u540c\u3058\u8ab2\u984c\u306e\u4e21\u8f2a\u3092\u62c5\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CXMT\u304c\u300c\u30c1\u30c3\u30d7\u4f01\u696d\u4ee5\u4e0a\u300d\u3068\u3057\u3066\u8a55\u4fa1\u3055\u308c\u308b\u7406\u7531<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u3068YMTC\u306e\u6210\u9577\u306f\u3001\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u9762\u3067\u306e\u5f37\u3055\uff08\u9014\u5207\u308c\u306b\u304f\u3055\uff09\u3092\u9ad8\u3081\u308b\u52d5\u304d\u3068\u3082\u7d50\u3073\u3064\u304f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5148\u7aef\u30c1\u30c3\u30d7\u6280\u8853\u3078\u306e\u5236\u9650\u3092\u53d7\u3051\u305f\u5f8c\u3001\u4e2d\u56fd\u306f\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u7db2\uff08\u6750\u6599\u30fb\u88c5\u7f6e\u30fb\u88fd\u9020\u307e\u3067\u306e\u6d41\u308c\uff09\u5168\u4f53\u3067\u56fd\u5185\u80fd\u529b\u306e\u5f37\u5316\u3092\u91cd\u8996\u3057\u3066\u304d\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u7d50\u679c\u3001\u4e21\u793e\u306f\u901a\u5e38\u306e\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u7523\u696d\u6226\u7565\u4e0a\u306e\u91cd\u8981\u306a\u62c5\u3044\u624b\u3068\u3057\u3066\u898b\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u7acb\u5834\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u5229\u70b9\u306b\u306a\u308a\u5f97\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9577\u671f\u306e\u6295\u8cc7\u652f\u63f4<\/li>\n\n\n\n<li>\u56fd\u5185\u9700\u8981\u3078\u306e\u30a2\u30af\u30bb\u30b9<\/li>\n\n\n\n<li>\u6280\u8853\u7af6\u4e89\u304c\u53b3\u3057\u3044\u5c40\u9762\u3067\u306e\u653f\u5e9c\u652f\u63f4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6226\u7565\u6027\u306f\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u306b\u3082\u5f71\u97ff\u3057\u305f\u3002CXMT\u306f\u8db3\u5143\u306e\u696d\u7e3e\u3060\u3051\u3067\u306a\u304f\u3001\u4e2d\u56fd\u306e\u6d77\u5916\u30e1\u30e2\u30ea\u30fc\u8abf\u9054\u3078\u306e\u4f9d\u5b58\u3092\u6e1b\u3089\u3059\u5f79\u5272\u3067\u3082\u8a55\u4fa1\u3055\u308c\u3064\u3064\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u6226\u7565\u6027\u304c\u534a\u5c0e\u4f53\u7523\u696d\u306e\u96e3\u3057\u3055\u3092\u6d88\u3059\u308f\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ev-industry-a-growing-global-force\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\u4e2d\u56fd\u306e\u96fb\u6c17\u81ea\u52d5\u8eca<\/a>\u3001\u592a\u967d\u5149\u3001\u901a\u4fe1\u7523\u696d\u306f\u4e16\u754c\u7af6\u4e89\u529b\u306e\u3042\u308b\u4f01\u696d\u3092\u751f\u3093\u3060\u4e00\u65b9\u3001\u904e\u5f53\u7af6\u4e89\u3001\u4f9b\u7d66\u904e\u5270\u3001\u4fa1\u683c\u4e0b\u843d\u5727\u529b\u306e\u5c40\u9762\u3082\u7d4c\u9a13\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30e2\u30ea\u30fc\u306b\u3082\u5e02\u6cc1\u30b5\u30a4\u30af\u30eb\uff08\u597d\u4e0d\u6cc1\u306e\u6ce2\uff09\u304c\u3042\u308b\u3002\u751f\u7523\u5897\u304c\u9700\u8981\u5897\u3092\u4e0a\u56de\u308b\u3068\u3001\u4fa1\u683c\u304c\u6025\u843d\u3057\u3001\u5229\u76ca\u7387\uff08\u30de\u30fc\u30b8\u30f3\uff09\u304c\u4f4e\u4e0b\u3057\u3001\u5404\u793e\u306f\u6295\u8cc7\u8a08\u753b\u3092\u898b\u76f4\u3057\u3084\u3059\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306e\u524d\u9032\u306f\u652f\u63f4\u3060\u3051\u3067\u306f\u6c7a\u307e\u3089\u306a\u3044\u3002\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u306e\u6ce2\u306e\u4e2d\u3067\u7af6\u4e89\u3067\u304d\u308b\u304b\u304c\u554f\u308f\u308c\u308b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u672c\u5f53\u306e\u300cCo-NAND-DRAM\u300d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30e2\u30ea\u30fc\u306e\u56fd\u5185\u4f53\u5236\u3092\u4e26\u884c\u3057\u3066\u4f5c\u308b\u3053\u3068\u306f\u3001\u5916\u304b\u3089\u898b\u308c\u3070\u81ea\u7acb\u306b\u6620\u308b\u3002\u305f\u3060\u5b9f\u614b\u306f\u3001\u3088\u308a\u76f8\u4e92\u4f9d\u5b58\u304c\u5f37\u3044\u3002\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u306f\u3001\u7279\u6b8a\u306a\u88fd\u9020\u88c5\u7f6e\u3001\u6750\u6599\u3001\u6280\u8853\u3092\u4f9b\u7d66\u3059\u308b\u4e16\u754c\u7684\u306a\u5206\u696d\u7db2\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306e\u5148\u7aefDRAM\u751f\u7523\u306f\u3001<a href=\"https:\/\/www.vtmarkets.com\/discover\/what-is-asml-stock\/\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML<\/a>\u3001\u30a2\u30d7\u30e9\u30a4\u30c9\u30fb\u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u3001\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306a\u3069\u306e\u88c5\u7f6e\u306b\u4f9d\u5b58\u3059\u308b\u3002YMTC\u3082\u5148\u7aefNAND\u3067\u540c\u69d8\u306e\u4ed5\u7d44\u307f\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC\u306f2022\u5e7412\u6708\u306b\u7c73\u5546\u52d9\u7701\u306e\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30ea\u30b9\u30c8\uff08\u8f38\u51fa\u898f\u5236\u306e\u5bfe\u8c61\u30ea\u30b9\u30c8\uff09\u306b\u52a0\u3048\u3089\u308c\u3001\u7279\u5b9a\u306e\u7c73\u56fd\u6280\u8853\u3078\u306e\u30a2\u30af\u30bb\u30b9\u304c\u5236\u9650\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u6280\u8853\u30a2\u30af\u30bb\u30b9\u304c\u6226\u7565\u554f\u984c\u306b\u306a\u308a\u5f97\u308b\u3053\u3068\u3092\u3059\u3067\u306b\u7d4c\u9a13\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306f\u540c\u69d8\u306e\u6b63\u5f0f\u63aa\u7f6e\u3092\u53d7\u3051\u3066\u3044\u306a\u3044\u304c\u3001\u4e21\u793e\u306f\u540c\u3058\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u5206\u696d\u7db2\u306e\u4e2d\u3067\u4e8b\u696d\u3092\u884c\u3046\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u304c\u30b8\u30ec\u30f3\u30de\u3060\u3002\u534a\u5c0e\u4f53\u958b\u767a\u306f\u6226\u7565\u6027\u304c\u5897\u3059\u4e00\u65b9\u3001\u7523\u696d\u305d\u306e\u3082\u306e\u306f\u6df1\u304f\u7d50\u3073\u4ed8\u3044\u305f\u307e\u307e\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u306f\u56fd\u5185\u80fd\u529b\u306e\u5f37\u5316\u3078\u5de8\u984d\u6295\u8cc7\u3092\u9032\u3081\u308b\u3002\u540c\u6642\u306b\u4e16\u754c\u306e<a href=\"https:\/\/www.vtmarkets.com\/opinion\/the-ai-trade-is-entering-its-proof-phase\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\u534a\u5c0e\u4f53\u4f01\u696d<\/a>\u3082\u3001\u6d77\u5916\u5e02\u5834\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u5c02\u9580\u6280\u8853\u3001\u88fd\u9020\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u4f9d\u5b58\u3057\u7d9a\u3051\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeYjZmYTM5NDAyYTJkYWY4YWRhNDY3NTNiNmFiNzUzNTdfNUpxN3B1dGRLZ2FkVnhZNUxoTjN3S1ZNdnJ6VkhaaXJfVG9rZW46S1ZjNmJ3R3ZNb0JCNDl4MGN3WGxZdUhqZzNiXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3064\u306a\u304c\u308a\u306f\u30c1\u30c3\u30d7\u751f\u7523\u306b\u9650\u3089\u306a\u3044\u3002\u4e16\u754c\u306e\u30c6\u30c3\u30af\u4f01\u696d\u3082\u56fd\u5883\u3092\u307e\u305f\u3050\u4f9b\u7d66\u7db2\u306b\u4f9d\u5b58\u3057\u3001\u8abf\u9054\u5148\u306e\u5206\u6563\u3068\u3001\u91cd\u8981\u306a\u751f\u7523\u62e0\u70b9\u30fb\u5e02\u5834\u3078\u306e\u30a2\u30af\u30bb\u30b9\u306e\u4e21\u7acb\u3092\u8feb\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u306e\u682a\u4fa1\u4e0a\u6607\u306f\u3001DRAM\u306e\u6280\u8853\u5dee\u3092\u8a70\u3081\u3089\u308c\u308b\u3068\u306e\u898b\u65b9\u3092\u6620\u3059\u3002\u3088\u308a\u96e3\u3057\u3044\u306e\u306f\u3001\u56fd\u5185\u5411\u3051\u306e\u524d\u9032\u3092\u8d85\u3048\u3001AI\u5411\u3051\u6700\u5148\u7aef\u30e1\u30e2\u30ea\u30fc\u306e\u9818\u57df\u3067\u7af6\u4e89\u3059\u308b\u3053\u3068\u3060\u3002\u6b69\u7559\u307e\u308a\uff08\u4f5c\u3063\u305f\u88fd\u54c1\u306e\u3046\u3061\u826f\u54c1\u306e\u5272\u5408\uff09\u3001\u6280\u8853\u958b\u767a\u3001\u9867\u5ba2\u8a8d\u5b9a\uff08\u5927\u624b\u9867\u5ba2\u306e\u54c1\u8cea\u30fb\u4f9b\u7d66\u6761\u4ef6\u3092\u6e80\u305f\u3057\u63a1\u7528\u3055\u308c\u308b\u3053\u3068\uff09\u304c\u3001\u610f\u6b32\u3068\u540c\u3058\u304f\u3089\u3044\u91cd\u8981\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5225\u306e\u898b\u65b9\u3067\u306f\u3001\u5730\u653f\u5b66\u7684\u5bfe\u7acb\u304c\u3001\u304b\u3064\u3066\u56fd\u969b\u5354\u529b\u3067\u7bc9\u304b\u308c\u305f\u4ed5\u7d44\u307f\u306e\u4e00\u90e8\u3092\u5404\u56fd\u30fb\u5404\u793e\u306b\u91cd\u8907\u6295\u8cc7\u3055\u305b\u3001\u30b3\u30b9\u30c8\u5897\u3068\u7523\u696d\u306e\u5206\u65ad\u3092\u62db\u304f\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u904e\u53bb\u306e<a href=\"https:\/\/www.vtmarkets.online\/latest-on-trump-news\/?utm_source=Opinion&amp;utm_content=Conandram\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306e\u901a\u5546\u898f\u5236<\/a>\u304c\u793a\u5506\u3057\u305f\u901a\u308a\u3060\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6b21\u306b\u554f\u308f\u308c\u308b\u306e\u306f\u5b9f\u884c\u529b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30e2\u30ea\u30fc\u306f\u534a\u5c0e\u4f53\u306e\u4e2d\u3067\u3082\u5e02\u6cc1\u306e\u6ce2\u304c\u5927\u304d\u3044\u5206\u91ce\u3067\u3001\u5730\u653f\u5b66\u304c\u3053\u306e\u6027\u8cea\u3092\u5909\u3048\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306e\u5c40\u9762\u304c\u9055\u3046\u306e\u306f\u3001AI\u9700\u8981\u304c\u30e1\u30e2\u30ea\u30fc\u4f9b\u7d66\u3001\u3068\u304f\u306b\u5148\u7aef\u7528\u9014\u306b\u6ce8\u76ee\u3092\u96c6\u3081\u305f\u70b9\u3060\u3002\u305f\u3060\u3001\u4f9b\u7d66\u80fd\u529b\u306e\u5897\u52a0\u304c\u9700\u8981\u3092\u4e0a\u56de\u308c\u3070\u3001\u5e02\u6cc1\u304c\u6025\u5909\u3057\u5f97\u308b\u306e\u306f\u904e\u53bb\u304c\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f9b\u7d66\u304c\u9700\u8981\u3092\u4e0a\u56de\u308b\u3068\u3001\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u306f\u4e0b\u843d\u3057\u3001\u5229\u76ca\u7387\u306f\u7e2e\u5c0f\u3057\u3001\u4f01\u696d\u306f\u6295\u8cc7\u3092\u6e1b\u3089\u3057\u3084\u3059\u3044\u3002\u3053\u306e\u30b5\u30a4\u30af\u30eb\u306f\u3001\u898f\u6a21\u3084\u6226\u7565\u6027\u306b\u95a2\u4fc2\u306a\u304f\u4e3b\u8981\u30e1\u30fc\u30ab\u30fc\u306b\u53ca\u3076\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u53c2\u52a0\u8005\u304c\u91cd\u8996\u3059\u308b\u306e\u306f\u76ee\u6a19\u306e\u5927\u304d\u3055\u3088\u308a\u3001\u5b9f\u884c\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6ce8\u76ee\u70b9\u306f\u6b21\u306e\u901a\u308a\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CXMT\u304c\u751f\u7523\u80fd\u529b\u3001\u6b69\u7559\u307e\u308a\u3001\u6280\u8853\u958b\u767a\u3067\u7d99\u7d9a\u7684\u306a\u524d\u9032\u3092\u793a\u305b\u308b\u304b<\/li>\n\n\n\n<li>\u8f38\u51fa\u898f\u5236\u306a\u3069\u306e\u653f\u7b56\u304c\u3001\u5148\u7aef\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u3069\u3046\u5909\u3048\u308b\u304b<\/li>\n\n\n\n<li>\u65b0\u305f\u306a\u4f9b\u7d66\u80fd\u529b\u304c\u7acb\u3061\u4e0a\u304c\u308b\u4e2d\u3067\u3001\u30e1\u30e2\u30ea\u30fc\u5e02\u6cc1\u304c\u8ffd\u3044\u98a8\u3092\u7dad\u6301\u3067\u304d\u308b\u304b<\/li>\n<\/ul>\n\n\n\n<p 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