{"id":13057,"date":"2025-11-12T17:00:43","date_gmt":"2025-11-12T09:00:43","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=13057"},"modified":"2025-11-19T15:45:12","modified_gmt":"2025-11-19T07:45:12","slug":"hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/ja\/news\/hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape\/","title":{"rendered":"HBM\uff1a\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea\u696d\u754c\u3092\u5f62\u6210\u3059\u308b\u5e83\u5e2f\u57df\u9769\u547d"},"content":{"rendered":"
\n\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u4eba\u5de5\u77e5\u80fd\u3001\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6025\u901f\u306a\u53f0\u982d\u306b\u3088\u308a\u3001\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u30b7\u30b9\u30c6\u30e0\u306f\u304b\u3064\u3066\u306a\u3044\u8ab2\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u6027\u80fd\u306f\u6307\u6570\u95a2\u6570\u7684\u306b\u5411\u4e0a\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u304c\u3001\u30c7\u30fc\u30bf\u8ee2\u9001\u901f\u5ea6\u306f\u305d\u308c\u306b\u8ffd\u3044\u3064\u304f\u306e\u306b\u82e6\u52b4\u3057\u3066\u304a\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u6027\u80fd\u3092\u5236\u9650\u3059\u308b\u300c\u5e2f\u57df\u5e45\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u300d\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u5bfe\u3057\u3066 HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\uff09<\/strong> \u304c\u8a95\u751f\u3057\u305f\u3002HBM\u306f\u30013D\u7a4d\u5c64\u30d1\u30c3\u30b1\u30fc\u30b8\u3068\u8d85\u5e83\u5e45\u30d0\u30b9\u30fb\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u96fb\u529b1\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u30c7\u30fc\u30bf\u8ee2\u9001\u5e2f\u57df\u5e45\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u73fe\u5728\u3067\u306f\u3001\u30e1\u30e2\u30ea\u6027\u80fd\u306e\u9650\u754c\u3092\u7a81\u7834\u3067\u304d\u308b\u91cd\u8981\u306a\u6280\u8853\u306e\u3072\u3068\u3064\u3068\u898b\u306a\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

HBM\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u304c\u5f93\u6765\u306eDDR\u30e1\u30e2\u30ea\u3068\u7570\u306a\u308b\u70b9\u306f\u3001\u6b21\u306e\u3068\u304a\u308a\u3067\u3042\u308b\u3002 3D TSV (\u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u96fb\u6975)<\/strong> \u5782\u76f4\u76f8\u4e92\u63a5\u7d9a\u8a2d\u8a08\u3002\u8907\u6570\u306eDRAM\u30c0\u30a4\u3092\u5782\u76f4\u306b\u7a4d\u307f\u91cd\u306d\u3001\u30b7\u30ea\u30b3\u30f3\u30fb\u30d3\u30a2\u3092\u901a\u3057\u3066\u63a5\u7d9a\u3057\u305f\u5f8c\u3001\u30b7\u30ea\u30b3\u30f3\u30fb\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u4e0a\u3067\u30ed\u30b8\u30c3\u30af\u30fb\u30c0\u30a4\uff08\u901a\u5e38\u306fGPU\u307e\u305f\u306fAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\uff09\u3068\u4e00\u7dd2\u306b\u30d1\u30c3\u30b1\u30fc\u30b8\u5316\u3057\u307e\u3059\u3002\u3053\u306e\u8a2d\u8a08\u3067\u306f\u4fe1\u53f7\u7d4c\u8def\u304c\u5927\u5e45\u306b\u77ed\u7e2e\u3055\u308c\u308b\u305f\u3081\u3001\u4f4e\u6d88\u8cbb\u96fb\u529b\u3067\u8ee2\u9001\u901f\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3068\u306f\u5bfe\u7167\u7684\u3060\u3001 DDR4\u3068DDR5<\/a><\/span> \u3057\u304b\u3057\u3001\u5f93\u6765\u306e\u30d1\u30e9\u30ec\u30ebPCB\u914d\u7dda\u3067\u306f\u3001\u5e2f\u57df\u5e45\u3092\u5e83\u3052\u308b\u3068\u96fb\u529b\u3068\u30b7\u30b0\u30ca\u30eb\u30a4\u30f3\u30c6\u30b0\u30ea\u30c6\u30a3\u306e\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u306a\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t
\u7279\u5fb4<\/th>HBM<\/th>DDR4<\/th>DDR5<\/th><\/tr><\/thead>
\u63a5\u7d9a<\/td>TSV\u5782\u76f4\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0<\/td>PCB\u4e26\u5217\u914d\u7dda<\/td>PCB\u4e26\u5217\u914d\u7dda<\/td><\/tr>
\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0<\/td>\u30ed\u30b8\u30c3\u30af\u30fb\u30c0\u30a4\uff082.5D\uff09\u3068\u306e\u30b3\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0<\/td>\u5225\u30e2\u30b8\u30e5\u30fc\u30eb<\/td>\u5225\u30e2\u30b8\u30e5\u30fc\u30eb<\/td><\/tr>
\u30d4\u30f3\u5f53\u305f\u308a\u901f\u5ea6<\/td>~2 Gbps<\/td>~3.2 Gbps<\/td>~6.4 Gbps<\/td><\/tr>
\u7dcf\u5e2f\u57df\u5e45\uff08\u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a\uff09<\/td>256GB\/\u79d2\uff08HBM2\uff09\uff5e1TB\/\u79d2\uff08HBM3E\uff09<\/td>~25GB\/\u79d2<\/td>~50GB\/\u79d2<\/td><\/tr>
\u96fb\u529b\u52b9\u7387<\/td>\u9ad8\u3044<\/td>\u30df\u30c7\u30a3\u30a2\u30e0<\/td>\u30df\u30c7\u30a3\u30a2\u30e0\u30cf\u30a4<\/td><\/tr>
\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3<\/td>HPC, AI, GPU, \u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0<\/td>PC\u3001\u30b5\u30fc\u30d0\u30fc<\/td>PC\u3001\u30b5\u30fc\u30d0\u30fc<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

2025\u5e74\u73fe\u5728\u3001HBM\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u6b21\u306e\u30ec\u30d9\u30eb\u307e\u3067\u9032\u6b69\u3057\u3066\u3044\u308b\u3002 HBM3E<\/strong>\u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a\u6700\u592724GB\u3001\u5e2f\u57df\u5e45\u306f1.2TB\/\u79d2\u306b\u9054\u3059\u308b\u3002\u6b21\u4e16\u4ee3\u3001 HBM4<\/strong>\u3092\u4f7f\u7528\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\uff0b\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc<\/em> \u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306b\u3088\u308a\u3001\u7d71\u5408\u6027\u3068\u71b1\u52b9\u7387\u304c\u3055\u3089\u306b\u5411\u4e0a\u3057\u305f\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t
\"\"<\/a><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

\u696d\u754c\u306e\u72b6\u6cc1\u5be1\u5360\u3068\u6280\u8853\u7684\u969c\u58c1<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u306e\u88fd\u9020\u306f\u6975\u3081\u3066\u96e3\u3057\u3044\u3002\u4e3b\u306a\u8ab2\u984c\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3002 3\u6b21\u5143\u7a4d\u5c64\u6b69\u7559\u307e\u308a\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7cbe\u5ea6\u3001\u653e\u71b1\u6027\u3001\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u88fd\u9020\u3002 <\/strong>\u305d\u306e\u7d50\u679c\u3001\u4e16\u754c\u5e02\u5834\u306f3\u5927\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u306b\u652f\u914d\u3055\u308c\u3001\u975e\u5e38\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\uff1a<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t
\u4f1a\u793e\u6982\u8981<\/th>\u5e02\u5834\u30b7\u30a7\u30a2\uff08\u7d04\uff09<\/th>\u30b3\u30a2\u88fd\u54c1<\/th>\u4e3b\u8981\u9867\u5ba2<\/th><\/tr><\/thead>
SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9<\/td>50%+<\/td>HBM3 \/ HBM3E<\/td>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001AMD\u3001\u30a4\u30f3\u30c6\u30eb<\/td><\/tr>
\u30b5\u30e0\u30b9\u30f3<\/td>35%<\/td>HBM2E \/ HBM3<\/td>AMD\u3001\u30b0\u30fc\u30b0\u30eb\u3001\u30a2\u30de\u30be\u30f3<\/td><\/tr>
\u30de\u30a4\u30af\u30ed\u30f3<\/td>10-15%<\/td>HBM2E \/ HBM3<\/td>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001\u30e1\u30bf\u3001\u30c6\u30b9\u30e9<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u4e00\u65b9\u3001\u65e5\u672c\u3084\u53f0\u6e7e\u306e\u4f01\u696d\uff08\u30ad\u30aa\u30af\u30b7\u30a2\u3001\u5357\u4e9c\u3001\u30a6\u30a3\u30f3\u30dc\u30f3\u30c9\u306a\u3069\uff09\u306f\u307e\u3060\u7814\u7a76\u958b\u767a\u6bb5\u968e\u306b\u3042\u308a\u3001\u5546\u696d\u5316\u306b\u306f2\uff5e3\u4e16\u4ee3\u9045\u308c\u3066\u3044\u308b\u3002\u4e2d\u56fd\u672c\u571f\u3067\u306f CXMT<\/strong> \u305d\u3057\u3066 YMTC<\/strong> \u304c\u521d\u671f\u306eHBM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u958b\u59cb\u3057\u3066\u3044\u308b\u304c\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u80fd\u529b\u304c\u9650\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3068\u3001\u8f38\u5165\u8a2d\u5099\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u5927\u898f\u6a21\u306a\u751f\u7523\u306f\u3059\u3050\u306b\u306f\u671f\u5f85\u3067\u304d\u306a\u3044\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u3053\u306e\u300c\u6280\u8853\u7684\u5be1\u5360\u300d\u306f\u3001\u5c11\u6570\u306e\u4f01\u696d\u306b\u5de8\u5927\u306a\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u4e0e\u3048\u308b\u30022023\u5e74\u304b\u30892025\u5e74\u306b\u304b\u3051\u3066\u3001NVIDIA\u306eH100\u3001H200\u3001Blackwell GPU\u304cHBM\u306e\u7206\u767a\u7684\u306a\u9700\u8981\u3092\u727d\u5f15\u3057\u3001\u305d\u306e\u7d50\u679c\u3001SK hynix\u306f\u8a18\u9332\u7684\u306a\u5229\u76ca\u3092\u4e0a\u3052\u3001\u4e16\u754c\u7684\u306b\u4f9b\u7d66\u304c\u903c\u8feb\u3057\u305f\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

\u5e02\u5834\u30c0\u30a4\u30ca\u30df\u30af\u30b9\uff1aHBM\u304cAI\u3068\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30a8\u30b3\u30ce\u30df\u30fc\u3092\u4fc3\u9032\u3059\u308b<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

\u4e3b\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u3057\u3066\u306eAI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u3068\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u53f0\u982d\u306b\u3088\u308a\u3001HBM\u306fGPU\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u4ef2\u9593\u3068\u306a\u3063\u3066\u3044\u308b\u3002NVIDIA\u306eH100\u306f3.35TB\/\u79d2\u306e\u5e2f\u57df\u5e45\u3092\u6301\u306480GB\u306eHBM3\u3092\u4f7f\u7528\u3057\u3066\u304a\u308a\u3001\u65b0\u3057\u3044Blackwell GPU\u306f\u5bb9\u91cf\u304c2\u500d\u3001\u7dcf\u5e2f\u57df\u5e45\u304c\u6700\u59278TB\/\u79d2\u306eHBM3E\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u3001AI\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u5fc5\u8981\u306a\u30e1\u30e2\u30ea\u5e2f\u57df\u5e45\u304c2020\u5e74\u4ee5\u964d\u300110\u500d\u8fd1\u304f\u306b\u62e1\u5927\u3057\u305f\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002HBM\u306e\u6027\u80fd\u306f\u4eca\u3084GPU\u306e\u52b9\u7387\u3092\u76f4\u63a5\u5de6\u53f3\u3057\u3001\u30c1\u30c3\u30d7\u7af6\u4e89\u529b\u306e\u4e2d\u5fc3\u7684\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

\u4fa1\u683c\u9ad8\u9a30\u3068\u4f9b\u7d66\u4e0d\u8db3<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

AI\u5e02\u5834\u306e\u6d3b\u6cc1\u306b\u3088\u308a\u3001HBM\u306e\u4fa1\u683c\u306f2024\u5e74\u304b\u30892025\u5e74\u306e\u9593\u306b60%\u4ee5\u4e0a\u8df3\u306d\u4e0a\u304c\u308b\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u30d5\u30eb\u7a3c\u50cd\u3057\u3066\u304a\u308a\u3001\u3057\u3070\u3057\u3070\u9700\u8981\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u3002HBM\u306e\u751f\u7523\u306f\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u80fd\u529b\u3092\u6d88\u8cbb\u3059\u308b\u305f\u3081\u3001\u4e00\u90e8\u306eDDR5\u30e9\u30a4\u30f3\u306fHBM\u306b\u30b7\u30d5\u30c8\u3055\u308c\u3001\u4e00\u822c\u7684\u306a\u30e1\u30e2\u30ea\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

\u65b0\u898f\u53c2\u5165\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u62e1\u5927<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u6b21\u306e\u3088\u3046\u306a\u5148\u9032\u7684\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u4f01\u696d TSMC<\/strong>, ASE<\/strong>\u305d\u3057\u3066 \u30b5\u30e0\u30b9\u30f3<\/strong> \u306fCoWoS\u3068InFO\u306e\u751f\u7523\u30e9\u30a4\u30f3\u3092\u62e1\u5f35\u3057\u3066\u3044\u308b\u3002EDA\u304a\u3088\u3073\u30c6\u30b9\u30c8\u6a5f\u5668\u30d9\u30f3\u30c0\u30fc \u30b1\u30a4\u30c7\u30f3\u30b9<\/strong>, \u30b7\u30ce\u30d7\u30b7\u30b9<\/strong>\u305d\u3057\u3066 KLA<\/strong> - \u306f\u30013D DRAM \u5411\u3051\u306e\u691c\u8a3c\u30fb\u691c\u67fb\u30c4\u30fc\u30eb\u3092\u958b\u767a\u3057\u3066\u3044\u308b\u3002\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u304c\u6025\u901f\u306b\u6210\u719f\u3057\u3064\u3064\u3042\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

HBM\u304c\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u306b\u4e0e\u3048\u308b\u5f71\u97ff<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u306e\u53f0\u982d\u306f\u5b64\u7acb\u3057\u305f\u51fa\u6765\u4e8b\u3067\u306f\u306a\u3044\u3002\u30e1\u30e2\u30ea\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3092\u518d\u69cb\u7bc9\u3057\u3001DDR\u3068GDDR\u5e02\u5834\u306b\u6df1\u3044\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

DDR\u304c\u30df\u30c3\u30c9\u30ec\u30f3\u30b8\u3068\u30b5\u30fc\u30d0\u30fc\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u30b7\u30d5\u30c8<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u306f\u9ad8\u6027\u80fd\u30b7\u30b9\u30c6\u30e0\u306b\u6700\u3082\u9069\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u6d88\u8cbb\u8005\u5411\u3051PC\u3084\u57fa\u672c\u7684\u306a\u30b5\u30fc\u30d0\u30fc\u306f\u5f15\u304d\u7d9a\u304dDDR4\/DDR5\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3060\u308d\u3046\u3002\u3057\u304b\u3057\u3001AI\u30b5\u30fc\u30d0\u30fc\u304c\u9700\u8981\u5897\u52a0\u306e\u4e3b\u56e0\u3068\u306a\u308b\u306b\u3064\u308c\u3001DDR\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u7e2e\u5c0f\u3057\u3066\u3044\u304f\u3060\u308d\u3046\u3002TrendForce\u306b\u3088\u308b\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3051\u308bHBM\u306e\u63a1\u7528\u306f2026\u5e74\u307e\u3067\u306b35%\u3092\u8d85\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002DDR4\u306f\u6025\u901f\u306b\u6dd8\u6c70\u3055\u308c\u3001DDR5\u306f\u6210\u719f\u671f\u306b\u79fb\u884c\u3059\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u7528\u9014\u5225\u5e02\u5834\u30b7\u30a7\u30a2\u4e88\u6e2c\uff082025-2027\u5e74\uff09<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t
\u7533\u3057\u8fbc\u307f<\/th>2025<\/th>2026<\/th>2027<\/th><\/tr><\/thead>
AI \/ HPC<\/td>HBM \u2192 70%<\/td>80%<\/td>85%<\/td><\/tr>
\u4e00\u822c\u30b5\u30fc\u30d0\u30fc<\/td>DDR5 \u2192 70%<\/td>65%<\/td>60%<\/td><\/tr>
PC \/ \u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc<\/td>DDR4 \u2192 60%<\/td>45%<\/td>30%<\/td><\/tr>
GPU\u30e1\u30e2\u30ea\u30fc<\/td>DDR6 \/ HBM\u30df\u30c3\u30af\u30b9<\/td>HBM\u3078\u306e\u79fb\u884c<\/td>\u30e1\u30a4\u30f3\u30b9\u30c8\u30ea\u30fc\u30e0HBM<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

DDR\u30e1\u30fc\u30ab\u30fc\u3001\"\u7b2c\u4e8c\u306e\u5909\u9769 \"\u3078<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u306e\u3088\u3046\u306a\u4f1d\u7d71\u7684\u306a\u30e1\u30e2\u30ea\u30fc\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308b\u3002 \u30de\u30a4\u30af\u30ed\u30f3<\/strong> \u305d\u3057\u3066 \u30b5\u30e0\u30b9\u30f3<\/strong> \u306f\u6226\u7565\u3092\u8ee2\u63db\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001HBM \u3078\u306e\u6295\u8cc7\u3068\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u80fd\u529b\u3092\u5897\u52a0\u3055\u305b\u308b\u4e00\u65b9\u3067\u3001DDR \u3092\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u5e02\u5834\u5411\u3051\u306e\u30df\u30c3\u30c9\u30a8\u30f3\u30c9\u304b\u3089\u30ed\u30fc\u30a8\u30f3\u30c9\u306e\u88fd\u54c1\u3068\u3057\u3066\u4f4d\u7f6e\u4ed8\u3051\u76f4\u305d\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u3046\u3057\u3066HBM\u306f\u3001\u65b0\u305f\u306a\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u4f01\u696d\u9593\u7af6\u4e89\u3092\u518d\u69cb\u7bc9\u3059\u308b\u529b\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

\u5c06\u6765\u306e\u5c55\u671bHBM4\u3068\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6642\u4ee3<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u4eca\u5f8c5\u5e74\u9593\u3067\u3001HBM\u306f\u307e\u3059\u307e\u3059\u4ee5\u4e0b\u306e\u4f01\u696d\u3068\u5408\u4f75\u3057\u3066\u3044\u304f\u3060\u308d\u3046\u3002 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/strong>. HBM4<\/strong>2026\u5e74\u304b\u30892027\u5e74\u3054\u308d\u3068\u4e88\u60f3\u3055\u308c\u308b\u3053\u306e\u6280\u8853\u3067\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u3092\u901a\u3058\u30662TB\/\u79d2\u3092\u8d85\u3048\u308b\u5e2f\u57df\u5e45\u3092\u5b9f\u73fe\u3057\u3001\u65b0\u305f\u306a\u30ec\u30d9\u30eb\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3092\u9054\u6210\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t
\u4e16\u4ee3<\/th>\u5e74<\/th>\u30b9\u30bf\u30c3\u30af\u30ec\u30a4\u30e4\u30fc<\/th>\u5bb9\u91cf\uff08\u30b9\u30bf\u30c3\u30af\u3042\u305f\u308a\uff09<\/th>\u5e2f\u57df\u5e45 (GB\/s)<\/th>\u4e3b\u306a\u7528\u9014<\/th><\/tr><\/thead>
HBM1<\/td>2015<\/td>4<\/td>4 GB<\/td>128<\/td>GPU<\/td><\/tr>
HBM2<\/td>2017<\/td>8<\/td>8 GB<\/td>256<\/td>\u30cf\u30f3\u30c9\u30d8\u30eb\u30c9PC<\/td><\/tr>
HBM2E<\/td>2020<\/td>8<\/td>16 GB<\/td>460<\/td>AI \/ 5G<\/td><\/tr>
HBM3<\/td>2023<\/td>12<\/td>24 GB<\/td>819<\/td>AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/td><\/tr>
HBM3E<\/td>2025<\/td>16<\/td>24 GB<\/td>1200<\/td>LLM\u3001HPC<\/td><\/tr>
HBM4<\/td>2027*<\/td>16+<\/td>32 GB\u4ee5\u4e0a<\/td>2000+<\/td>\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8SoC<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

\u540c\u6642\u306b\u3001\u6b21\u306e\u3088\u3046\u306a\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u3082\u3042\u308b\u3002 \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2<\/strong>, AMD<\/strong>\u305d\u3057\u3066 \u30a4\u30f3\u30c6\u30eb<\/strong> \u306f\u3001HBM\u3092\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u76f4\u63a5\u642d\u8f09\u3057\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u30e1\u30e2\u30ea\u3092\u4e00\u4f53\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u5f37\u56fa\u306a\u7d71\u5408\u3092\u6a21\u7d22\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u30e1\u30e2\u30ea\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u5883\u754c\u3092\u66d6\u6627\u306b\u3057\u3001\u6b21\u306e\u3088\u3046\u306a\u65b0\u3057\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fb\u30b3\u30f3\u30bb\u30d7\u30c8\u3078\u306e\u9053\u3092\u958b\u3044\u3066\u3044\u308b\u3002 \"\u30e1\u30e2\u30ea\u30fc\u30fb\u30a2\u30ba\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\"<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t

\u8a18\u61b6\u9769\u547d\u306e\u8ee2\u63db\u70b9<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

HBM\u306f\u5358\u306a\u308b\u65b0\u3057\u3044\u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6b21\u306e\u6642\u4ee3\u3092\u652f\u3048\u308b\u539f\u52d5\u529b\u3067\u3059\u3002HBM\u306f\u5358\u306a\u308b\u65b0\u3057\u3044\u30e1\u30e2\u30ea\u30bf\u30a4\u30d7\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6b21\u306e\u6642\u4ee3\u3092\u652f\u3048\u308b\u539f\u52d5\u529b\u306a\u306e\u3067\u3059\u3002 \u300c\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8<\/strong> \u3078\u306e \"\u5e2f\u57df\u5e45\u512a\u5148\"<\/strong> \u30d1\u30e9\u30c0\u30a4\u30e0AI\u3001\u81ea\u5f8b\u8d70\u884c\u3001\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30e9\u30a6\u30c9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u304a\u3044\u3066\u3001HBM\u306f\u305d\u306e\u7bc4\u56f2\u3092\u62e1\u5927\u3057\u7d9a\u3051\u3001\u6027\u80fd\u306e\u91cd\u8981\u306a\u6307\u6a19\u3068\u306a\u308b\u3060\u308d\u3046\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u9ad8\u30b3\u30b9\u30c8\u3001\u8907\u96d1\u306a\u88fd\u9020\u3001\u96c6\u4e2d\u7684\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306f\u3001\u65b0\u305f\u306a\u30ea\u30b9\u30af\u3082\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u6027\u80fd\u3068\u624b\u9803\u306a\u4fa1\u683c\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308b\u3053\u3068\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u696d\u754c\u306e\u6700\u5927\u306e\u8ab2\u984c\u3067\u3059\u3002\u4eca\u5f8c\u6570\u5e74\u9593\u306f HBM4<\/strong> \u305d\u3057\u3066 HBM5<\/strong> \u3068\u3044\u3046\u6642\u4ee3\u306b\u7a81\u5165\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002 \u30e1\u30e2\u30ea\u305d\u306e\u3082\u306e\u304c\u8a08\u7b97\u80fd\u529b\u306e\u6838\u3068\u306a\u308b<\/strong> - \u305d\u3057\u3066HBM\u306f\u3001\u307e\u3055\u306b\u305d\u306e\u9769\u547d\u306e\u4e2d\u5fc3\u306b\u7acb\u3064\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

HBM\u304c\u5f93\u6765\u306eDDR\u30e1\u30e2\u30ea\u3068\u7570\u306a\u308b\u306e\u306f\u30013D TSV\uff08Through-Silicon Via\uff09\u5782\u76f4\u76f8\u4e92\u63a5\u7d9a\u8a2d\u8a08\u3092\u63a1\u7528\u3057\u3066\u3044\u308b\u70b9\u3060\u3002\u8907\u6570\u306eDRAM\u30c0\u30a4\u304c\u5782\u76f4\u306b\u7a4d\u307f\u91cd\u306d\u3089\u308c\u3001\u30b7\u30ea\u30b3\u30f3\u30d3\u30a2\u3092\u901a\u3057\u3066\u63a5\u7d9a\u3055\u308c\u305f\u5f8c\u3001\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u4e0a\u3067\u30ed\u30b8\u30c3\u30af\u30c0\u30a4\uff08\u901a\u5e38\u306fGPU\u307e\u305f\u306fAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\uff09\u3068\u4e00\u7dd2\u306b\u30d1\u30c3\u30b1\u30fc\u30b8\u3055\u308c\u307e\u3059\u3002<\/p>","protected":false},"author":4,"featured_media":13124,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[52],"tags":[],"class_list":["post-13057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/posts\/13057","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/comments?post=13057"}],"version-history":[{"count":83,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/posts\/13057\/revisions"}],"predecessor-version":[{"id":13382,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/posts\/13057\/revisions\/13382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/media\/13124"}],"wp:attachment":[{"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/media?parent=13057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/categories?post=13057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oscoo.com\/ja\/wp-json\/wp\/v2\/tags?post=13057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}