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25?N4Q??DRAM?s??ASamsung??SK?????ʒD???F?s??͑O?l??????29.4????
??p?̎s?꒲?????TrendForce?ɂ??ƁA2025?N??4?l?????̐??EDRAM?s?ꃉ???L???O?ɂ????āASamsung Electronics???O?l??????43.0?????̐??????????ASK hynix???Ăуg?b?v?̍??????߂????Ƃ????B
?@??p?̎s?꒲?????TrendForce??2026?N2??26???i??p???ԁj?A2025?N??4?l?????i4Q?F10?`12???j?̐??EDRAM???㍂?̍ŐV???????ʂ\?????B????ɂ??Ɠ??s??͑O?l??????29.4??????535??7800???ăh???ɂȂ????B?x???_?[?ʃ????L???O?ł?Samsung Electronics?i?ȉ??ASamsung?j????43.0?????̐??????????ASK hynix????g?b?v?̍??????߂????B
?@TrendForce?ɂ??ƁAAI?A?v???P?[?V????????K?͌??ꃂ?f???iLLM?j?̊w?K???琄?_?ւƊg?債?Ă??邱?Ƃ??ACSP?i?N???E?h?T?[?r?X?v???o?C?_?[?j?̓f?[?^?Z???^?[?̌??݂?AI?T?[?o?????łȂ??A?ėp?T?[?o???܂߂?`?Ŋg??B???̓????ɂ???āA???????̒??B?Ώۂ͍L?ш惁?????iHBM?j??HBM3E??LPDDR5X?A???e??RDIMM?ɂƂǂ܂炸?A???܂??܂ȗe?ʂ?RDIMM?ւƍL?????Ă???Ƃ????B????ɐϋɓI?Ȓlj??????ɂ???ď]???^DRAM?̌_?i???}?㏸?B???̌??ʁA2025?N??4?l??????DRAM?s??S?̂̔??㍂?͑O?l??????29.4??????535??7800???ăh???Ɋg?債???B
?@TrendForce?́u?e?s??Z?O?????g?ɂ????Ď??v?Ƌ????̍????g?傷?钆?ŁA??????͏\???ȋ??????m?ۂ???̂ɋ?킵?Ă???v?Ǝw?E?B????ɂ???ăT?v???C???[???̉??i????͂??傫?????܂?A?]???^DRAM?̌_?i???O?l???????45?`50???㏸?B?]???^DRAM??HBM?????킹?????ό_?i??50?`55???㏸?????Ƃ????B
SK hynix??25.2?????ƌ??????A?????D????
?@2025?N??4?l?????̊?ƕʔ??㍂?????L???O??????ƁASamsung???O?l??????43.0??????193???ăh???ƂȂ?ASK hynix?????ʂ̍???D?҂????B???ϔ̔????i?iASP?j?͓???40???㏸???Ă??āA???3?Ђ̒??ōł??????L?т????????Ƃ????B????ŁA?r?b?g?o?חʂ͈ꌅ??O???̐L?тɂƂǂ܂??Ă͂??邪?AHBM???Ƃ̊g?傪??????x???A??Ђ̌??ʂ??Ƃ???v???錋?ʂł̒??n?ƂȂ??Ă???B?s??V?F?A??3.4?|?C???g?㏸??36???ɂȂ????B
?@SK hynix???O?l??????25.2??????172??2100?ăh???ƌ????Ɋg?債?Ă??邪?ASamsung?ɔ?????2?ʂɓ]???B?s??V?F?A??1.1?|?C???g?ቺ????32.1???ɂȂ????BASP?͓?20???䔼?̏㏸?????????B????́A?_?i?̕ϓ?????r?I??????HBM?̔???グ?䗦?????????Ђ?荂?????߂??Ƃ????B?r?b?g?o?חʂ͈ꌅ??O???̑????ŁA?K?C?_???X?ʂ肾?????B
?@3?ʂ?Micron Technology?͑O?l??????12.4??????119??7500???ăh???Ɋg?債?????A?s??V?F?A??3.3?|?C???g?ቺ??22.4???ƂȂ????BASP?͓???17???̏㏸???????????A???3?Ђ̒??ł͍ł??Ⴂ?L?тƂȂ????B?܂??A?r?b?g?o?חʂ͓???4?????ƂȂ????B????͊؍??̋?????Ƃ????????i?K?Ō_?i???????Ă??????ʁA???????????i?????????ΓI?ɒႭ?Ȃ??????Ƃ??w?i?Ƃ݂???Ƃ????B
?@???̂ق???pDRAM???[?J?[???A2025?N??2?l???????瑱???D???Ȑ??????ێ??B2025?N??4?l?????ɂ͑????̊?ƂőO?l??????30?????锄??グ???????L?^?????Ƃ????BTrendForce?́u?????̊?Ƃ͎?ɐ??n?v???Z?X???i?ɒ??͂??Ă??āA??胁?[?J?[????[?v???Z?X???Y???ڍs???钆?Ő??????????s????₤???????ʂ????Ă???v?ƃR?????g???Ă???B
26?N??1?l?????A?]???^DRAM?̉??i90?`95??????
?@TrendForce??2026?N??1?l?????̎s??ɂ??āA????Ҍ??????v?̋G?ߓI?Ȏコ???r?b?g?o?חʂ̐L?т?}?????A?T?v???C???[?̎l???????????????ɂȂ?\????????Ƃ??Ă???B???????ACSP?͋????m?ۂ?D?悵?A??荂?????B???i???????p?????????Ă??邽?߁u???̗p?r????̌ڋq?????蓖?Ă??ێ????邽?߂ɂ͓??l?ɉ??i?㏸???????K?v??????v?Ƃ????y?B2026?N??1?l?????ɂ͌_?i?̏㏸??????ɉ??????A?]???^DRAM?̉??i?͑O?l???????90?`95???㏸???A?]???^DRAM??HBM?????킹?????i??80?`85???㏸????ƌ?????ł???Ƃ????B
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2026?N?̃??????s??́u???䂳?ꂽ?????s???v?Ɂ@?????HBM4
TechInsights?̃A?i???X?g?ɂ??ƁA?u?????????[?J?[?͉ߋ??̍D???ƕs???̃T?C?N??????w?сAAI?哱?̎??v?ɑΉ????邽?߂̑??Y?ɂ????āA???K??????p?????????Ă???v?Ƃ????BHBM?^DRAM?̋????s?????\??????Ă??邪?A????̓T?v???C?`?F?[???̍????ɂ????̂ł͂Ȃ??A?\?z????悤?Ȃ??ĂȂ??K?͂œ??????i??ł??邱?Ƃ????????B
26?N???????s???134?????? ?t?@?E???h???[?s???2?{????
TrendForce?ɂ??ƁAAI?u?[???ɂ????v??????ы???????Ɖ??i?㏸??w?i?ɁA2026?N?̃??????s??̎s??K?͂͑O?N??134??????5516???ăh???ɒB???A?t?@?E???h???[?s???2?{?ȏ?ɂȂ錩???݂??Ƃ????B
26?N1Q??DRAM???i??9?????㏸?ցA?\?j?[??̌??Z?ɂ݂?g?y?̌`
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????SK hynix??16?wHBM4?u?????J?v?ŃA?s?[???A?????ߔM?̃??????ƊE
??????????????HBM?s??B?????CES?ł́A???s??Ō??݁w???ҁx?̍??ɂ???SK hynix???A?J??????16?wHBM4?̎???????ю?v?X?y?b?N???????J???A???̃??[?h????ۂÂ??܂????B
2026?N??HBM?s???A?J?M??????͍̂ŐV????uHBM4?v
2025?N8???ɊJ?Â??ꂽ?uFMS?ithe Future of Memory and Storage?j?v?̈?ʍu?????Љ??V???[?Y?B?????TrendForce?̃A?i???X?g?ł???Ellie Wang???̍u???????グ??B?L?ш惁?????iHBM?j?̐??Y?\?͂?e?ʁA???i??\??????B
DRAM?s???SK hynix????ʓƑ??ASamsung?????????@25?NQ2
??p?̎s?꒲?????TrendForce?ɂ??ƁA2025?N??2?l?????i4?`6???j?̐??EDRAM???㍂?͑O?l??????17.1??????316??3000???ăh???ɂȂ????B?????L???O?ł?SK hynix???O?l?????ɑ?????ʂƂȂ?A2?ʂ?Samsung Electronics?i?ȉ??ASamsung?j?Ƃ̍????L?????B
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