{"id":14884,"date":"2026-01-26T16:27:16","date_gmt":"2026-01-26T08:27:16","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=14884"},"modified":"2026-01-26T16:31:40","modified_gmt":"2026-01-26T08:31:40","slug":"samsung-may-raise-nand-prices-by-100-in-q1-beyond-a-cyclical-rebound","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/ja\/news\/samsung-may-raise-nand-prices-by-100-in-q1-beyond-a-cyclical-rebound\/","title":{"rendered":"\u30b5\u30e0\u30b9\u30f3\u306f\u7b2c1\u56db\u534a\u671f\u306bNAND\u3092100%\u5024\u4e0a\u3052\u3059\u308b\u53ef\u80fd\u6027\uff1a\u5faa\u74b0\u7684\u306a\u30ea\u30d0\u30a6\u30f3\u30c9\u3092\u8d85\u3048\u3066"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"14884\" class=\"elementor elementor-14884\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7da3f7c blog-post-container e-flex e-con-boxed e-con e-parent\" data-id=\"7da3f7c\" 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class=\"elementor-element elementor-element-f67cb8e elementor-widget elementor-widget-text-editor\" data-id=\"f67cb8e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u4f9b\u7d66\u9762\u3067\u306f\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u696d\u754c\u306f2023\u5e74\u304b\u30892024\u5e74\u306b\u304b\u3051\u3066\u6301\u7d9a\u7684\u306a\u8d64\u5b57\u306b\u898b\u821e\u308f\u308c\u3001\u30b5\u30e0\u30b9\u30f3\u3084SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306a\u3069\u306e\u30e1\u30fc\u30ab\u30fc\u304c\u8a2d\u5099\u6295\u8cc7\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u4e16\u754c\u306eNAND\u30e1\u30fc\u30ab\u30fc\u306f\u3053\u3053\u6570\u56db\u534a\u671f\u3001\u8a2d\u5099\u6295\u8cc7\u3068\u751f\u7523\u80fd\u529b\u62e1\u5927\u3092\u6975\u7aef\u306b\u6291\u5236\u3057\u3066\u304a\u308a\u3001\u696d\u754c\u5168\u4f53\u304c \"\u4f9b\u7d66\u3092\u6291\u5236\u3057\u3001\u5229\u76ca\u56de\u5fa9\u3092\u512a\u5148\u3059\u308b \"\u6226\u7565\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u30022026\u5e74\u306b\u306f\u3001\u4e16\u754c\u7684\u306b\u5927\u898f\u6a21\u306aNAND\u30a6\u30a7\u30fc\u30cf\u5bb9\u91cf\u62e1\u5927\u306e\u8a08\u753b\u306f\u306a\u3044\u3002\u30b5\u30e0\u30b9\u30f3\u306e2026\u5e74\u306eNAND\u30a6\u30a7\u30fc\u30cf\u51fa\u8377\u8a08\u753b\u306f2025\u5e74\u306e490\u4e07\u679a\u304b\u3089468\u4e07\u679a\u306b\u6e1b\u5c11\u3057\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f190\u4e07\u679a\u304b\u3089170\u4e07\u679a\u306b\u6e1b\u5c11\u3059\u308b\u3002\u4e21\u793e\u5408\u308f\u305b\u306642\u4e07\u500b\u306e\u6e1b\u7523\u3068\u306a\u308a\u30012025\u5e74\u306e\u7dcf\u51fa\u8377\u91cf\u306e6.2%\u3092\u5360\u3081\u308b\u3002\u3055\u3089\u306b\u3001\u69cb\u9020\u7684\u306a\u751f\u7523\u80fd\u529b\u306e\u518d\u914d\u5206\u304c\u4f9b\u7d66\u3092\u3055\u3089\u306b\u5727\u8feb\u3057\u3066\u3044\u308b\u3002\u30b5\u30e0\u30b9\u30f3\u3084SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306a\u3069\u306e\u5927\u624b\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u5bb9\u91cf\u306e\u3046\u306153%\u3092\u3088\u308a\u5229\u76ca\u7387\u306e\u9ad8\u3044HBM\uff08\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\u30fc\uff09\u3084AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u306b\u632f\u308a\u5411\u3051\u305f\u305f\u3081\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30b0\u30ec\u30fc\u30c9\u306eNAND\u5bb9\u91cf\u306f2025\u5e74\u6bd4\u306720%\u4ee5\u4e0a\u6e1b\u5c11\u3059\u308b\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<div class=\"elementor-element elementor-element-92554f9 elementor-widget elementor-widget-text-editor\" data-id=\"92554f9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u52a0\u3048\u3066\u3001\u534a\u5c0e\u4f53\u5bb9\u91cf\u306e\u5efa\u8a2d\u30b5\u30a4\u30af\u30eb\u306f2\uff5e3\u5e74\u3067\u3042\u308b\u3002\u4eee\u306b\u4eca\u3001\u30e1\u30fc\u30ab\u30fc\u304c\u80fd\u529b\u62e1\u5f35\u306b\u7740\u624b\u3057\u305f\u3068\u3057\u3066\u3082\u3001\u65b0\u305f\u306a\u4f9b\u7d66\u304c\u53ef\u80fd\u306b\u306a\u308b\u306e\u306f\u65e9\u304f\u3066\u30822027\u5e74\u534a\u3070\u4ee5\u964d\u3068\u306a\u308b\u305f\u3081\u3001\u4e16\u754c\u306eNAND\u4f9b\u7d66\u30ae\u30e3\u30c3\u30d7\u306f2026\u5e74\u3092\u901a\u3058\u3066\u7d9a\u304f\u3053\u3068\u306b\u306a\u308b\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e2d\u306b\u306f\u3001NAND\u306e\u65b0\u898f\u4f9b\u7d66\u304c\u958b\u59cb\u3055\u308c\u308b\u306e\u306f2028\u5e74\u521d\u982d\u3068\u4e88\u6e2c\u3059\u308b\u8005\u3082\u304a\u308a\u3001\u9ad8\u4fa1\u683c\u74b0\u5883\u306f2\u5e74\u4ee5\u4e0a\u7d9a\u304f\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<div class=\"elementor-element elementor-element-e01c810 elementor-widget elementor-widget-text-editor\" data-id=\"e01c810\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u73fe\u5728\u306eNAND\u5e02\u5834\u306f\u3001\u4f9b\u7d66\u7e2e\u5c0f\u3068\u9700\u8981\u62e1\u5927\u304c\u76f8\u307e\u3063\u3066\u3001\u5358\u306a\u308b\u5faa\u74b0\u7684\u306a\u56de\u5fa9\u3067\u306f\u306a\u304f\u3001\u4fa1\u683c\u30ed\u30b8\u30c3\u30af\u306e\u8ee2\u63db\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u3002\u524d\u56de\u306e\u6df1\u523b\u306a\u30c0\u30a6\u30f3\u30b5\u30a4\u30af\u30eb\u306b\u8010\u3048\u305f\u30e1\u30fc\u30ab\u30fc\u306b\u3068\u3063\u3066\u306f\u3001\u4f4e\u4fa1\u683c\u7af6\u4e89\u3078\u306e\u56de\u5e30\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u6587\u8108\u306b\u304a\u3044\u3066\u3001\u30b5\u30e0\u30b9\u30f3\u306e100%\u306e\u5024\u4e0a\u3052\u8a08\u753b\u306f\u3001\u7a4d\u6975\u7684\u306a\u52d5\u304d\u3068\u3044\u3046\u3088\u308a\u306f\u3001\u5e02\u5834\u306e\u8a31\u5bb9\u5ea6\u3092\u8a66\u3059\u305f\u3081\u306e\u300c\u30a2\u30f3\u30ab\u30ea\u30f3\u30b0\u884c\u52d5\u300d\u3067\u3042\u308b\u3002\u305d\u306e\u771f\u306e\u610f\u7fa9\u306f\u3001\u6700\u7d42\u7684\u306a\u53d6\u5f15\u4fa1\u683c\u304c\u3053\u306e\u6c34\u6e96\u306b\u5b8c\u5168\u306b\u9054\u3059\u308b\u304b\u3069\u3046\u304b\u3067\u306f\u306a\u304f\u3001NAND\u5e02\u5834\u5168\u4f53\u306b\u5bfe\u3057\u3066\u3001\u4ee5\u524d\u306e\u30b5\u30a4\u30af\u30eb\u3088\u308a\u3082\u5927\u5e45\u306b\u9ad8\u3044\u4fa1\u683c\u4e88\u60f3\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306b\u3042\u308b\u306e\u304b\u3082\u3057\u308c\u306a\u3044\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eab90d9 elementor-widget elementor-widget-heading\" data-id=\"eab90d9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\u5024\u4e0a\u3052\u306f\u6210\u529f\u3059\u308b\u304b\uff1f<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fd1a3db elementor-widget elementor-widget-text-editor\" data-id=\"fd1a3db\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u4e16\u754cNAND\u5e02\u5834\u306e\u9ad8\u5ea6\u306b\u72ec\u5360\u7684\u306a\u69cb\u9020\u306f\u3001\u4e3b\u8981\u30e1\u30fc\u30ab\u30fc\u306b\u3088\u308b\u96c6\u56e3\u7684\u306a\u4fa1\u683c\u5f15\u304d\u4e0a\u3052\u306e\u57fa\u76e4\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u30012026\u5e74\u521d\u982d\u306e\u6642\u70b9\u3067\u3001NAND\u30e1\u30fc\u30ab\u30fc\u4e0a\u4f4d5\u793e\uff08CR5\uff09\u306e\u5408\u8a08\u5e02\u5834\u30b7\u30a7\u30a2\u306f92%\u3092\u8d85\u3048\u3001\u30b5\u30e0\u30b9\u30f3\u304c32%-33%\u306e\u30b7\u30a7\u30a2\u30671\u4f4d\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c19%-20%\u30672\u4f4d\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u4e21\u793e\u306f\u5408\u308f\u305b\u306650%\u3092\u8d85\u3048\u308b\u4e16\u754c\u306eNAND\u5bb9\u91cf\u3092\u652f\u914d\u3057\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u3068AI\u30b5\u30fc\u30d0\u30fcNAND\u5e02\u5834\u3092\u72ec\u5360\u3057\u3066\u3044\u308b\u3002\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\uff08\u30b5\u30e0\u30b9\u30f3\u306e321L 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