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- ?x??o?Y???[?h ?`Behind the Buzzword
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25?N?̐??E?????̎s???21??????7930???h???A?g?b?v10??Intel?????????FNVIDIA??1?Ђ?1250???h??
?č??̎s?꒲?????Gartner?ɂ??ƁA2025?N?̐??E?????̔??㍂?i????l?j?͑O?N??21????7934??4900???ăh???ɂȂ????Ƃ????B?g?b?v10?Ђ̂???4?ʂ?Intel?̂????i3.9?????j???????B??9?Ђ͂??????2?????????????Ă???B
?@?č??̎s?꒲?????Gartner??2026?N1??12???i?č????ԁj?A2025?N?̐??E?????̔??㍂?i????l?j???O?N??21????7934??4900???ăh???ɂȂ????Ɣ??\?????B?g?b?v??NVIDIA?͓?63.9??????1257??300???ăh???ŁA?????̔??㍂??1000???ăh?????z???????̃x???_?[?ɂȂ????B?g?b?v10?Ђ̂???4?ʂ?Intel?̂????i3.9?????j???????B??9?Ђ͂??????2?????????????Ă???B
?@?s???????????Ă???̂?GPU?𒆐S?Ƃ????v???Z?b?T?A?L?ш惁?????iHBM?j?A?l?b?g???[?N???i???܂ށuAI?????́v???BGartner?̃V?j?A?v?????V?p???A?i???X?g?ł???Rajeev Rajput???́uAI?????̂́A?????̎s??ɂ????đO??̂Ȃ???????????????????A2025?N?ɂ͔??㍂?S?̖̂?3????1???߂錩???݂??BAI?C???t???x?o??2026?N??1??3000???ăh??????Ɨ\??????钆?A???̎x?z?I?n?ʂ͂???ɍ??܂邾?낤?v?ƃR?????g???Ă???B???Ђɂ???2025?N?AHBM??DRAM?s???23?????߂Ĕ??㍂300???ăh????˔j???AAI?v???Z?b?T?̔??㍂??2000???ăh?????錩???݂??Ƃ????BGartner?́AAI?????̂?2029?N?܂łɔ????̑????㍂??50???ȏ???߂?Ɨ\?????Ă???B
NVIDIA?A2?ʂɑ??郊?[?h??530???h???g??
?@?x???_?[?????L???O?̃g?b?v10?Ђ??݂?ƁA?O?N?????G??͓????????A5?Ђŏ??ʂ̕ϓ??????????B1?ʁA2?ʂ́A???ꂼ??NVIDIA??Samsung Electronics?i?ȉ??ASamsung?j???O?N?̏??ʂ??ێ??????BSamsung?́A????????̔??㍂?͑O?N??8?????ƂȂ??????̂̃?????????13?????ƍD???ŁA?????̑S?̂̔??㍂?͓?10.4??????725??4400???ăh???ɐ????????B??????1?ʂ?NVIDIA????63.9?????Ƒ傫???L?т????ʁASamsung?ɑ??郊?[?h???530???ăh???Ɋg?債?Ă???B
| 2025?N ???? |
2024?N ???? |
??Ɩ? | 2025?N ???㍂ |
2025?N ?s??V?F?A |
2024?N ???㍂ |
?????? ?i2024?N??j |
|---|---|---|---|---|---|---|
| 1 | 1 | NVIDIA | 125,703 | 15.8?? | 76,692 | 63.9?? |
| 2 | 2 | Samsung Electronics | 72,544 | 9.1?? | 65,697 | 10.4?? |
| 3 | 4 | SK hynix | 60,640 | 7.6?? | 44,186 | 37.2?? |
| 4 | 3 | Intel | 47,883 | 6.0?? | 49,804 | ??3.9?? |
| 5 | 7 | Micron Technology | 41,487 | 5.2?? | 27,619 | 50.2?? |
| 6 | 5 | Qualcomm | 37,046 | 4.7?? | 32,976 | 12.3?? |
| 7 | 6 | Broadcom | 34,279 | 4.3?? | 27,801 | 23.3?? |
| 8 | 8 | AMD | 32,484 | 4.1?? | 24,127 | 34.6?? |
| 9 | 9 | Apple | 24,596 | 3.1?? | 20,510 | 19.9?? |
| 10 | 10 | MediaTek | 18,472 | 2.3?? | 15,934 | 15.9?? |
| ?\ | ?\ | ???̑? | 298,315 | 37.6?? | 270,536 | 10.3?? |
| ???v | 793,449 | 100?? | 655,882 | 21.0?? | ||
| ?o???FGartner?i2026?N1???j | ||||||
?@?O?N4?ʂ?????SK hynix??AI?T?[?o?ɂ?????HBM?̎??v?g????O?N??37.2??????606??4000???ăh?????L?^?BIntel??3?ʂɖ??o???B4?ʂɏ??ʂ???????Intel?́A?g?b?v10?̒??ŗB??̃}?C?i?X?????ƂȂ铯3.9??????478??8300???ăh???ɂȂ????BGartner?ɂ???Intel??2025?N?̔????̎s??ɂ?????V?F?A?i???z?j??6.0????2021?N?̔????ɂ܂Œቺ???Ă???Ƃ????B
?@???̂ق??A?O?N7?ʂ?????Micron Technology???A?O?N??50.2??????414??8700???ăh???Ƌ}?g?債?AQualcomm??Broadcom????5?ʂɖ??o???BQualcomm??Broadcom?????ꂼ?ꓯ12.3??????370??4600???ăh???A??23.3??????342??7900???ăh????2?????????????̂́A???̉e???őO?N???珇?ʂ?1??????`?ɂȂ????B
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DRAM?s???Samsung???????D?ҁASK hynix??2?ʂ? 25?N4Q
?s?꒲?????Counterpoint Research?ɂ??ƁASamsung Electronics?i?ȉ??ASamsung?j??2025?N??4?l?????i10?`12???j?ADRAM???㍂?ʼnߋ??ō???192???ăh?????L?^???ASK hynix??????4?l?????Ԃ??DRAM?s??Ńg?b?v?ɂȂ????Ƃ????B
CES?ŌJ??L????ꂽHBM4?J???????@Samsung???????Ԃ??A?s?[??
?uCES 2026?v?ł́A?????????3?Ђ???|????L?ш惁?????iHBM?j?̍ŐV?Z?p?uHBM4?v?ɒ??ڂ??W?܂????B???炭SK hynix?Ɍ???????Ă???Samsung Electronics???????Ԃ???}???Ă???B
Micron??PSMC?̍H?ꔃ???????H ????CXMT???i?c?c???????ƊE?̍ŐV????
2025?N?ɂ?AI???Z?p????ɂ????đ傫?Ȓ??ڂ??W?߂????A?V?N???}???A?{???I??AI?u?[???Ƃ̊W???[???ƊE?????̑??݊???????????BAI?f?[?^?Z???^?[?ŕ??y???Ă???L?ш惁?????iHBM?j?f?o?C?X????|????DRAM???[?J?[?́A?t?@?u?̐??Y?\?͊l???ɖz?????Ă??āA???ꂪ?n???w?I?ȋْ??ɂ???Ă???ɍ???Ȗ??ɂȂ??Ă??Ă???B
NVIDIA?u?t?B?W?J??AI?̃u???[?N?X???[?????v?@CES?ɐV?^???{?????o??
NVIDIA??2026?N1??5???i?č????ԁj?A?uCES 2026?v?ɂ????āA?t?B?W?J??AI?????̐V?I?[?v?????f????t???[?????[?N?AAI?C???t???\?????B?????ɃO???[?o???p?[?g?i?[??Ɗe?Ђ??ANVIDIA?̃??{?e?B?N?X?Z?p?????p???????{?b?g?A?????}?V???????J???Ă???B
DRAM?_?i?????55?`60???㏸?ց@2026?N1?`3??
??p?̎s?꒲?????TrendForce?ɂ???2026?N??1?l?????i1?`3???j?A?]???^DRAM?̌_?i?͑O?l??????55?`60???㏸???錩???݂??Ƃ????B?]???^DRAM??2025?N??4?l?????ɂ???45?`50???̏㏸???????Ă????B
???E?????̎s??A2029?N??1???ăh???K?͂ց@???????u???????p??
SEMI?W???p????2025?N12??16???A???N12??17?`19???ɂ????ĊJ?Â????uSEMICON Japan 2025?v?i?????r?b?O?T?C?g?j?̋L?҉?????{?????B???̍ۂɔ????̎s???ɂ??Đ??????A???E?????̎s???2029?N??1???ăh?????錩???݂ł??邱?ƂȂǂ???????B
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