å°æ¹Ÿãã€ã¯ãã³ãæå€§68ãæåã®ç·å ±é ¬ãäºè°é®éåã«è³ãããçµåã¯15%ã®å©çåé ãèŠæ±
ãã€ã¯ãã³ã»ãã¯ãããžãŒã®å°æ¹Ÿæ³äººã¯é廿é«èŠæš¡ã®2026å¹ŽåºŠå ±é ¬èšç»ãçºè¡šããããåŽåçµååŽã¯é·æçãªå©çé åå¶åºŠã®æ¬ åŠãäžéæãªç®å®æ¹æ³ãçç±ã«åçºããŠãããåŽçµã¯å¶æ¥å©çã®15%ãååæè³äžã«å ãŠãããæ±ããŠããã劥çµã«è³ããªãå Žåã¯ã¹ãã©ã€ã決è¡ã®æ§ããèŠããŠãããçŸæç¹ã§ææ¥ãžã®åœ±é¿ã¯ç¢ºèªãããŠããªããã®ã®ãä»åŸã®èª¿åäžæç«ãã¹ãã©ã€ãæç¥šã®å®æœæ¬¡ç¬¬ã§ã¯ãå°æ¹Ÿå·¥å Žã«ãããDRAMããã³HBMã®äŸçµŠã«æ··ä¹±ãçããæœåšçãªãªã¹ã¯ãæžå¿µãããã

TradingKey - ãã€ã¯ãã³ã»ãã¯ãããžãŒïŒMUïŒã¯ãå°æ¹Ÿã®åŸæ¥å¡ã察象ãšãã2026幎床ã®å ±é ¬èšç»ãçºè¡šããŸããããåŽäœ¿å¯Ÿç«ã¯æªè§£æ±ºã®ãŸãŸãšãªã£ãŠããŸãããã€ã¯ãã³å°æ¹ŸåŽåçµåãšæ¡ååžç·å·¥äŒã¯9æ15æ¥ã«åšå°ç±³åœåå·¥äŒè°æïŒAmCham TaiwanïŒã§èšè äŒèŠãéããé·æçãªå©çéå ã¡ã«ããºã ã«é¢ãã亀æžã«å¿ããããåç€Ÿã«æ±ããäºå®ã§ãã
ãã€ã¯ãã³ã¯9æ11æ¥ããªãã¬ãŒã¿ãŒãæè¡è ãã·ãããšã³ãžãã¢ãå«ãå°æ¹Ÿã®çŽæ¥è£œé éšéã®åŸæ¥å¡ã«å¯Ÿãã2026幎床ã«çµŠäžã®35ã68ã«æåã«çžåœããç·å ±é ¬ãæ¯çµŠããçŸéã«ããæäœå ±é ¬é¡ã170äžå°æ¹Ÿãã«ãšããããšãçºè¡šããŸããã
2025幎8æ29æ¥ä»¥åã«å ¥ç€Ÿãã察象ãšãªãå°æ¹Ÿã®åŸæ¥å¡ã¯ãç·å ±é ¬ã«å«ãŸãã100äžå°æ¹Ÿãã«ã®ç¹å¥çŸéããŒãã¹ãåãåãããšãã§ããŸãããšã³ããªãŒã¬ãã«ã®ãšã³ãžãã¢ã®å¹³åç·å ±é ¬ã¯çŽ340äžå°æ¹Ÿãã«ãšãªãããã®ãã¡çŽ290äžå°æ¹Ÿãã«ãçŸéãæ®ããä»äžäŸ¡å€ã«åºã¥ãæ ªåŒå ±é ¬ãšãªããŸãã
ãã€ã¯ãã³ã¯ã2026幎床ã®åŸæ¥å¡åãå ±é ¬ã®èŠæš¡ãå瀟é廿é«ã§ãããäžçã§6äžäººãè¶ ããåŸæ¥å¡ãé¢é£ããå ±é ¬ãåãåãäºå®ã§ãããšè¿°ã¹ãŸããã
åŽçµããã€ã¯ãã³ã®äžæ¹çãªèšç»çºè¡šãçåèŠ
åŽåçµåã¯ãåŽåäºè°ã®èª¿åæéäžããã€ã¯ãã³ãææ¡ãåç· åœ¹äŒã§å¯©è°ããå¿ èŠããããšã®çç±ã§äº€æžãé ãããã«ãããããããäž¡è ã®äº€æžãå®äºããåã«æ°ããªå ±é ¬æ¡ãçºè¡šãããšææãããåŽçµã¯ããã®å¶åºŠãé·æçãªå©çé åå¶åºŠã®ç¢ºç«ãšããèŠæ±ã«äŸç¶ãšããŠå¿ããŠããªããšèããŠããã
åŽçµã®è©Šç®ã«ãããšãæ°ãã«è¿œå ãããäžæçãªç¹å¥æåœã¯å瀟ã®å¶æ¥å©çã®çŽ4.4%ã«çžåœãããã®å²åã¯éåœã®ã¡ã¢ãªãŒåå°äœã¡ãŒã«ãŒã®å©çé åæ°ŽæºãäŸç¶ãšããŠäžåã£ãŠãããšããããåŽçµã¯ãã€ã¯ãã³ã«å¯Ÿããå¶æ¥å©çã®15%ãåŸæ¥å¡è³äžã«å ãŠã2027幎床ããååæããšã«æ¯çµŠãããšãšãã«ãçŸåšã®ã€ã³ã»ã³ãã£ãå ±é ¬å¶åºŠãæ°ããªå©çé åå¶åºŠã«çœ®ãæããããèŠæ±ããŠããã
åŽçµã¯ãã€ã¯ãã³ã®å ±é ¬åŒãäžããåŸæ¥å¡ã®éå£è¡åã«ãã£ãŠåŸãããææãšè©äŸ¡ããäžæ¹ã§ãçŸåšã®ã€ã³ã»ã³ãã£ãå ±é ¬å¶åºŠã®ç®å®æ¹æ³ãéææ§ã«ã€ããŠã¯åŒãç¶ãçåãåããŠããã
åŽçµã¯ãŸãã2023幎ã®äººå¡åæžãšè³äžã®æ±ããåŸæ¥å¡ã®äžæºã®åå ãšãªã£ãŠãããšææããããã€ã¯ãã³ã¯2022幎æ«ã2023幎ã«äžçå šäœã®åŸæ¥å¡ã®çŽ10%ãåæžããå幎ã®è³äžæ¯çµŠãèŠéãèšç»ãçºè¡šããŠããã
ãã€ã¯ãã³ã®2025幎床GAAPçŽå©çã¯ãå幎床ã®7å7800äžãã«ãã85å3900äžãã«ã«å¢å ãããå瀟ã®å§ä»»ç¶å§èªæžã«ãããšããµã³ãžã§ã€ã»ã¡ããã©CEOã¯2025幎床ã«144äž6200ãã«ã®åºæ¬çµŠãšãåºæ¬çµŠã®çŽ2.7åã«çžåœãã389äž5000ãã«ã®å¹Žééæ ªåŒã€ã³ã»ã³ãã£ãè³äžãåãåã£ããåŽçµã«ãããšãåæéã«å°æ¹Ÿã®äžè¬åŸæ¥å¡ãåãåã£ãè³äžã¯çµŠäžã®çŽ2.37ã¶æåã«çžåœãããšããã
åŽçµã¯ä»åŸã®èª¿å亀æžã«ãããŠããã€ã¯ãã³ãæç¢ºãªå©çé åèšç»ãæç€ºããããèŠæ±ããé¢é£å¶åºŠã«ã€ããŠåæã«éãããŸã§ã¹ãã©ã€ãã®æºåãç¶ç¶ãããšè¡šæãããåŽçµã«ãããšãåŽåäºè°ã®èª¿åäŒè°ã¯ä»é±ãšæ¥é±ã«äºå®ãããŠããã9æ17æ¥ã®å€ã«ã¯è¯äºãã¯ãããžãŒããŒã¯å ã«ãããã€ã¯ãã³å·¥å Žã®åããåŽã®ãã¹ã±ããããŒã«ã³ãŒãã§åŸæ¥å¡æ±ºèµ·éäŒãéå¬ããèšç»ã ãšããã
ã¹ãã©ã€ããªã¹ã¯ã¯è§£æ¶ããã
å°æ¹Ÿã®ãåŽè³äºè°åŠçæ³ãã«åºã¥ããåŽè³çŽäºã®èª¿åãäžæç«ãšãªã£ãå ŽåãåŽåçµåãã¹ãã©ã€ãã宣èšããã«ã¯ãå šçµåå¡ã«ããçŽæ¥ãã€ç¡èšåã®æç¥šã宿œããéåæ°ã®æ¿èªãåŸãå¿ èŠããããŸãã
9æ14æ¥æç¹ã§ãåŽåçµåãæ£åŒãªã¹ãã©ã€ãæç¥šã宿œããããšã瀺ãå ¬è¡šæ å ±ã¯ç¢ºèªãããŠãããããã€ã¯ãã³ã»ãã¯ãããžãŒã®å°æ¹Ÿæ ç¹ã«ãããææ¥åæ¢ãåºè·ã®æ··ä¹±ã«é¢ããå ±åããããŸãããä»åŸãå床ã®èª¿åãäžæç«ãšãªãã¹ãã©ã€ãæç¥šãéå§ãããå Žåãå°æ¹Ÿå·¥å Žã®ææ¥ãDRAMããã³HBMã®äŸçµŠã«å¯Ÿããåžå Žã®æžå¿µãé«ãŸãå¯èœæ§ããããŸãã
ãã®ã³ã³ãã³ãã¯AIã䜿çšããŠç¿»èš³ãããæç¢ºãã確èªããŸãããæ å ±æäŸã®ã¿ãç®çãšããŠããŸãã
ããããèšäº












ã³ã¡ã³ã (0)
$ãã¿ã³ãã¯ãªãã¯ããã·ã³ãã«ãå ¥åããŠãæ ªåŒãETFããŸãã¯ãã®ä»ã®ãã£ãã«ãŒã·ã³ãã«ããªã³ã¯ããŸãã