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\u3000\u97d3\u56fd\u306e\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3068\u3001CXMT\u30fb\u9577\u6c5f\u30e1\u30e2\u30ea(YMTC)\u30fb\u4e2d\u82af\u56fd\u969b\u96c6\u6210\u96fb\u8def\u88fd\u9020(SMIC)\u306a\u3069\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u4f01\u696d\u3068\u306e\u6280\u8853\u683c\u5dee\u306f\u4f9d\u7136\u3068\u3057\u3066\u5927\u304d\u3044\u3002\u3057\u304b\u3057\u3001\u4e2d\u56fd\u306f\u4f4e\u3044\u53ce\u7387\u3068\u9ad8\u3044\u539f\u4fa1\u3092\u653f\u5e9c\u306e\u652f\u63f4\u3068\u5927\u898f\u6a21\u306a\u8a2d\u5099\u6295\u8cc7\u3001\u5de8\u5927\u306a\u5185\u9700\u5e02\u5834\u3067\u88dc\u3044\u306a\u304c\u3089\u3001\u6025\u901f\u306b\u8ffd\u3044\u4e0a\u3052\u3066\u304d\u3066\u3044\u308b\u3002\u304b\u3064\u3066\u4e16\u754c\u306eDRAM\u5e02\u5834\u3092\u4e3b\u5c0e\u3057\u3066\u3044\u305f\u65e5\u672c\u304c1990\u5e74\u4ee3\u306b\u97d3\u56fd\u3078\u3068\u4e3b\u5c0e\u6a29\u3092\u660e\u3051\u6e21\u3057\u305f\u3088\u3046\u306b\u3001\u97d3\u56fd\u3082\u4e2d\u56fd\u306e\u7269\u91cf\u653b\u52e2\u3068\u6280\u8853\u529b\u731b\u8ffd\u306b\u3084\u3089\u308c\u304b\u306d\u306a\u3044\u3068\u3044\u3046\u61f8\u5ff5\u304c\u51fa\u3066\u3044\u308b\u3002<\/p>\n
\u25a0DRAM\u3068HBM\u30012\uff5e3\u4e16\u4ee3\u306e\u5dee<\/p>\n
\u3000CXMT\u306f\u73fe\u5728\u3001\u6700\u65b0\u4e16\u4ee3\u306eDRAM\u3067\u3042\u308bDDR5\u3068\u4f4e\u96fb\u529b\u88fd\u54c1\u306eLPDDR5X\u3092\u91cf\u7523\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u88fd\u54c1\u3092\u4f5c\u308b\u4e3b\u529b\u6280\u8853\u306f\u97d3\u56fd\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u3068\u5dee\u304c\u3042\u308b\u3002CXMT\u304c\u7528\u3044\u3066\u3044\u308b\u300cG4\u300d\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3068SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c2019\u5e74\u306b\u91cf\u7523\u3057\u305f1z(10\u30ca\u30ce\u7d1a\u7b2c3\u4e16\u4ee3)\u30d7\u30ed\u30bb\u30b9\u3068\u540c\u6c34\u6e96\u3068\u8a55\u3055\u308c\u3066\u3044\u308b\u3002\u73fe\u5728\u958b\u767a\u4e2d\u306eG5\u30d7\u30ed\u30bb\u30b9\u3082\u3001\u3059\u3067\u306b\u30b5\u30e0\u30b9\u30f3\u30fbSK\u304c\u91cf\u7523\u4e2d\u306e1b\u30fb1c(10\u30ca\u30ce\u7d1a\u7b2c5\uff5e6\u4e16\u4ee3)\u30d7\u30ed\u30bb\u30b9\u3088\u308a1\uff5e2\u4e16\u4ee3\u9045\u308c\u3066\u3044\u308b\u6280\u8853\u3060\u3002<\/p>\n
\u3000DRAM\u3092\u30de\u30f3\u30b7\u30e7\u30f3\u306e\u3088\u3046\u306b\u7a4d\u307f\u91cd\u306d\u308b\u5e83\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea(HBM)\u3067\u306f\u683c\u5dee\u304c\u3055\u3089\u306b\u5927\u304d\u3044\u3002CXMT\u306f\u6628\u5e74\u672b\u6642\u70b9\u3067\u67085000\u679a\u306eDRAM\u3057\u304bHBM\u751f\u7523\u306b\u6295\u5165\u3057\u3066\u3044\u306a\u3044\u3002\u3053\u308c\u306f\u5168DRAM\u751f\u7523\u91cf(\u670826\u4e075000\u679a)\u306e2%\u306b\u3082\u6e80\u305f\u306a\u3044\u6c34\u6e96\u3067\u3001\u4e8b\u5b9f\u4e0a\u3001\u8a66\u9a13\u751f\u7523\u306b\u8fd1\u3044\u3002\u73fe\u5728\u3001\u97d3\u56fd\u4f01\u696d\u304cHBM4(\u7b2c6\u4e16\u4ee3)\u306e\u91cf\u7523\u3068HBM4E(\u7b2c7\u4e16\u4ee3)\u306e\u958b\u767a\u306b\u6210\u529f\u3057\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001CXMT\u306fHBM3(\u7b2c4\u4e16\u4ee3)\u306e\u91cf\u7523\u306b\u3082\u82e6\u6226\u3057\u3066\u3044\u308b\u3002\u534a\u5c0e\u4f53\u696d\u754c\u3067\u306f\u3001\u97d3\u4e2d\u306e\u6280\u8853\u683c\u5dee\u306f\u6c4e\u7528DRAM\u30673\uff5e4\u5e74\u3001HBM\u30674\uff5e5\u5e74\u524d\u5f8c\u3068\u307f\u3066\u3044\u308b\u3002<\/p>\n
\u25a0\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306f5\uff5e6\u5e74\u3001NAND\u306f\u540c\u7b49\u6c34\u6e96<\/p>\n
\u3000\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea(\u534a\u5c0e\u4f53\u53d7\u8a17\u88fd\u9020)\u5206\u91ce\u306e\u6280\u8853\u683c\u5dee\u306f\u3055\u3089\u306b\u5927\u304d\u3044\u3002\u4e2d\u56fd\u6700\u5927\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u4f01\u696dSMIC\u306f\u3001\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u306b\u3088\u308a5\u30ca\u30ce(1\u30ca\u30ce\u306f10\u5104\u5206\u306e1\u30e1\u30fc\u30c8\u30eb)\u4ee5\u4e0b\u306e\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u751f\u7523\u306b\u5fc5\u8981\u306a\u6975\u7aef\u7d2b\u5916\u7dda(EUV)\u9732\u5149\u88c5\u7f6e\u3092\u5c0e\u5165\u3067\u304d\u305a\u306b\u3044\u308b\u3002SMIC\u306e\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u306f\u300cN+3\u300d\u30d7\u30ed\u30bb\u30b9\u3001\u3059\u306a\u308f\u30617\u30ca\u30ce\u7b2c3\u4e16\u4ee3\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u308a\u3001\u4e16\u754c1\u4f4d\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3067\u3042\u308b\u53f0\u6e7e\u306e\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020(TSMC)\u304c2020\u5e74\u524d\u5f8c\u306b\u91cf\u7523\u3057\u305f\u30d7\u30ed\u30bb\u30b9\u3068\u540c\u6c34\u6e96\u3060\u3002\u73fe\u5728\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u30822\u30ca\u30ce\u30d7\u30ed\u30bb\u30b9\u3067\u534a\u5c0e\u4f53\u3092\u91cf\u7523\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u4e2d\u56fd\u3068\u97d3\u56fd\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u6280\u8853\u683c\u5dee\u306f5\uff5e6\u5e74\u306b\u9054\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u3060\u3002<\/p>\n
\u3000\u305d\u3046\u3057\u305f\u4e00\u65b9\u3067\u3001NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u5206\u91ce\u3067\u306f\u4e2d\u56fd\u304c\u6025\u901f\u306b\u8ffd\u3044\u4e0a\u3052\u3066\u304d\u3066\u3044\u308b\u3002\u4e2d\u56fd\u306eYMTC\u306f\u30011\u3064\u306e\u30bb\u30eb\u306b3\u30d3\u30c3\u30c8\u3092\u8a18\u61b6\u3055\u305b\u308bTLC\u3068\u30014\u30d3\u30c3\u30c8\u3092\u8a18\u61b6\u3055\u305b\u308bQLC\u88fd\u54c1\u3092\u3044\u305a\u308c\u3082\u5546\u7528\u5316\u3057\u3066\u304a\u308a\u3001200\u5c64\u5f8c\u534a\u306e\u7a4d\u5c64\u6280\u8853\u3082\u78ba\u4fdd\u3057\u3066\u3044\u308b\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f300\u5c64\u53f0\u306eNAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u3092\u91cf\u7523\u3057\u3066\u3044\u308b\u304c\u3001\u6280\u8853\u683c\u5dee\u306f\u5927\u304d\u304f\u306a\u3044\u3068\u3044\u3046\u5206\u6790\u304c\u51fa\u3066\u3044\u308b\u3002YMTC\u306f\u30e1\u30e2\u30ea\u30bb\u30eb\u3068\u3053\u308c\u3092\u5236\u5fa1\u3059\u308b\u56de\u8def\u3092\u4e38\u3054\u3068\u7d50\u5408\u3059\u308b\u300c\u30a8\u30af\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0(Xtacking)\u300d\u6280\u8853\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u304c\u3001\u4e16\u754cNAND\u9996\u4f4d\u306e\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u306f400\u5c64\u4ee5\u4e0a\u306eNAND\u958b\u767a\u306e\u305f\u3081\u306bYMTC\u306e\u3053\u306e\u6280\u8853\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u6c7a\u3081\u305f\u3002<\/p>\n
\u25a0\u6050\u308b\u3079\u3057\u300c\u731b\u8ffd\u30b9\u30d4\u30fc\u30c9\u300d<\/p>\n
\u3000\u5c02\u9580\u5bb6\u305f\u3061\u304c\u6ce8\u76ee\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u73fe\u5728\u306e\u5dee\u3067\u306f\u306a\u304f\u300c\u731b\u8ffd\u30b9\u30d4\u30fc\u30c9\u300d\u3060\u3002CXMT\u3068YMTC\u306f2016\u5e74\u306b\u8a2d\u7acb\u3055\u308c\u3001\u308f\u305a\u304b10\u5e74\u3067\u6c4e\u7528\u30e1\u30e2\u30ea\u306e\u4e3b\u8981\u88fd\u54c1\u3092\u91cf\u7523\u3059\u308b\u4e16\u754c4\u4f4d\u4ee5\u5185\u306e\u4f01\u696d\u3068\u306a\u3063\u305f\u3002\u4eca\u5e74\u7b2c1\u56db\u534a\u671f(1-3\u6708\u671f)\u306e\u30b7\u30a7\u30a2\u306fCXMT\u304cDRAM\u30678%\u3001YMTC\u304cNAND\u306713%\u3060\u3002SMIC\u30822019\u5e74\u306e14\u30ca\u30ce\u304b\u30892022\u5e74\u306b\u306f7\u30ca\u30ce\u7d1a\u30d7\u30ed\u30bb\u30b9\u3078\u3068\u901f\u3084\u304b\u306b\u9032\u3093\u3067\u3044\u308b\u3002<\/p>\n
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2026\/08\/06 13:00 \u3000\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308b\u9577\u946b\u5b58\u5132\u6280\u8853(CXMT)\u306e\u682a\u4fa1\u304c27\u65e5\u3001\u4e0a\u5834\u521d\u65e5\u306b465%\u4e0a\u6607\u3057\u3001\u4e2d\u56fd\u306e\u6642\u4fa1\u7dcf\u984d1\u4f4d\u4f01\u696d\u306b\u306a\u3063\u305f\u3053\u3068\u3067\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30e1\u30e2\u30ea\u534a\u5c0e\u4f53\u5e02\u5834\u306b\u7dca\u5f35\u304c\u8d70\u3063\u3066\u3044\u308b\u3002\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u30fb\u30de\u30a4\u30af\u30ed\u2026 Read More: DRAM\u306f3\u5e74\u3001HB\u2026 »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-11279","post","type-post","status-publish","format-standard","hentry","category-chosunonline"],"_links":{"self":[{"href":"https:\/\/0gata.com\/index.php?rest_route=\/wp\/v2\/posts\/11279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/0gata.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/0gata.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/0gata.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/0gata.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11279"}],"version-history":[{"count":0,"href":"https:\/\/0gata.com\/index.php?rest_route=\/wp\/v2\/posts\/11279\/revisions"}],"wp:attachment":[{"href":"https:\/\/0gata.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11279"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/0gata.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11279"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/0gata.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
https:\/\/www.chosunonline.com\/site\/data\/html_dir\/2026\/08\/06\/2026080680080.html<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"