TSMC\u306e\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u6280\u8853\u304c\u6d41\u51fa\u3057\u305f\u4e8b\u4ef6\u3067\u53f0\u6e7e\u304c\u5927\u304d\u304f\u63fa\u308c\u3066\u3044\u308b\u3002\u65e5\u672c\u4f01\u696d\u304c\u95a2\u4e0e\u3057\u3066\u3044\u305f\u60c5\u6cc1\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u305f\u3081\u3060\u3002<\/p>\n
\u25c7\u300c\u4e2d\u56fd\u5171\u7523\u515a\u3067\u306f\u306a\u304f\u65e5\u672c?\u300d<\/p>\n
\u00a05\u65e5\u3001\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u30fb\u30bf\u30a4\u30e0\u30ba(NYT)\u306f\u3001\u53f0\u6e7e\u691c\u5bdf\u304cTSMC\u306e\u55b6\u696d\u79d8\u5bc6\u3092\u4e0d\u6b63\u306b\u53d6\u5f97\u3057\u305f\u7591\u3044\u3067\u3001\u540c\u793e\u306e\u5143\u30fb\u73fe\u8077\u793e\u54e13\u4eba\u3092\u902e\u6355\u30fb\u62d8\u675f\u3057\u305f\u3068\u5831\u3058\u305f\u3002TSMC\u306f\u793e\u5185\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u4e2d\u306b\u4e0d\u5be9\u306a\u884c\u52d5\u3092\u691c\u77e5\u3057\u3001\u691c\u5bdf\u306b\u901a\u5831\u3057\u305f\u3002\u53f0\u6e7e\u9ad8\u7b49\u691c\u5bdf\u7f72(\u9ad8\u691c)\u306e\u77e5\u7684\u8ca1\u7523\u6a29\u90e8\u9580\u304c\u5bb9\u7591\u8005\u3092\u62d8\u675f\u3057\u3001\u53f0\u6e7e\u56fd\u5bb6\u5b89\u5168\u6cd5\u9055\u53cd\u306e\u6709\u7121\u306b\u3064\u3044\u3066\u8abf\u67fb\u3057\u3066\u3044\u308b\u3002<\/p>\n
\u53f0\u6e7e\u7d4c\u6e08\u65e5\u5831\u306a\u3069\u73fe\u5730\u30e1\u30c7\u30a3\u30a2\u306b\u3088\u308b\u3068\u3001TSMC\u306f\u5148\u6708\u3001\u5b9a\u671f\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u4e2d\u3067\u4e0d\u6b63\u306a\u6d3b\u52d5\u3092\u691c\u77e5\u3057\u3001\u5f53\u5c40\u306b\u901a\u5831\u3057\u305f\u3002\u5f53\u521d\u3001\u4e00\u90e8\u3067\u306f\u4e2d\u56fd\u5171\u7523\u515a\u306e\u95a2\u4e0e\u304c\u7591\u308f\u308c\u305f\u304c\u3001\u5b9f\u969b\u306b\u6d6e\u4e0a\u3057\u305f\u306e\u306f\u65e5\u672c\u4f01\u696d\u3060\u3063\u305f\u3002\u53f0\u6e7e\u691c\u5bdf\u306f\u3001\u65e5\u672c\u306e\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u300c\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3(TEL)\u300d\u306e\u53f0\u6e7e\u30fb\u65b0\u7af9\u30aa\u30d5\u30a3\u30b9\u306b\u5bb6\u5b85\u635c\u7d22\u306b\u5165\u3063\u305f\u3068\u660e\u3089\u304b\u306b\u3057\u305f\u3002<\/p>\n
6\u65e5\u3001\u53f0\u6e7e\u7d4c\u6e08\u65e5\u5831\u306f\u3001\u300c\u902e\u6355\u3055\u308c\u305fTSMC\u5143\u793e\u54e1\u306fTEL\u306b\u8ee2\u8077\u3057\u3066\u52e4\u52d9\u3057\u3066\u304a\u308a\u3001\u6d41\u51fa\u3057\u305f\u6a5f\u5bc6\u306f\u65e5\u672c\u306e\u30e9\u30d4\u30c0\u30b9(Rapidus)\u306b\u6e21\u308a\u3001\u958b\u767a\u4e2d\u306e\u88c5\u7f6e\u8abf\u6574\u306e\u53c2\u8003\u8cc7\u6599\u3068\u3057\u3066\u6d3b\u7528\u3055\u308c\u305f\u300d\u3068\u5831\u3058\u305f\u3002\u30e9\u30d4\u30c0\u30b9\u306fTSMC\u3068\u540c\u69d8\u306e\u534a\u5c0e\u4f53\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea(\u59d4\u8a17\u751f\u7523)\u4f01\u696d\u3067\u3001\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u7523\u696d\u3092\u518d\u5efa\u3059\u308b\u305f\u3081\u306b\u65e5\u672c\u653f\u5e9c\u3068\u5927\u624b\u4f01\u696d\u304c\u51fa\u8cc7\u3057\u30662022\u5e74\u306b\u8a2d\u7acb\u3055\u308c\u305f\u3002<\/p>\n
\u25c72\u30ca\u30ce\u7af6\u4e89\u306e\u3055\u306a\u304b\u306b\u8d77\u304d\u305f\u5927\u578b\u4e8b\u4ef6<\/p>\n
\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u306b\u3088\u308b\u3068\u3001TSMC\u304c\u6d41\u51fa\u3092\u7591\u3063\u3066\u3044\u308b\u306e\u306f2\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb(nm\u30fb1\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb=10\u5104\u5206\u306e1\u30e1\u30fc\u30c8\u30eb)\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u3060\u3002\u4e16\u754c\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5e02\u5834\u306b\u304a\u3044\u3066\u30b7\u30a7\u30a267.6%\u30671\u4f4d\u3092\u8a87\u308bTSMC\u306f\u3001\u4e16\u754c\u521d\u3068\u306a\u308b2\u30ca\u30ce\u30d7\u30ed\u30bb\u30b9\u3092\u9069\u7528\u3057\u305f\u5148\u7aef\u30c1\u30c3\u30d7\u3092\u5e74\u5185\u306b\u91cf\u7523\u3059\u308b\u8a08\u753b\u3067\u3001\u30a2\u30c3\u30d7\u30eb(Apple)\u3084\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2(NVIDIA)\u306a\u3069\u306e\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u4f01\u696d\u3068\u306e\u5951\u7d04\u3082\u3059\u3067\u306b\u7de0\u7d50\u3057\u3066\u3044\u308b\u3068\u3055\u308c\u308b\u3002<\/p>\n
7\u6708\u306b\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304c\u53d7\u6ce8\u3057\u305f\u30c6\u30b9\u30e9(Tesla)\u306eAI(\u4eba\u5de5\u77e5\u80fd)\u30c1\u30c3\u30d7\u300cAI6\u300d\u30822\u30ca\u30ce\u30d7\u30ed\u30bb\u30b9\u3067\u88fd\u9020\u3055\u308c\u3001\u7c73\u30c6\u30ad\u30b5\u30b9\u5dde\u30c6\u30a4\u30e9\u30fc\u5de5\u5834\u30672027\uff5e2028\u5e74\u306b\u91cf\u7523\u3055\u308c\u308b\u898b\u8fbc\u307f\u3060\u3002\u30e9\u30d4\u30c0\u30b9\u306f2027\u5e74\u306e2\u30ca\u30ce\u91cf\u7523\u3092\u76ee\u6a19\u306b\u63b2\u3052\u3066\u304a\u308a\u30017\u6708\u306b\u306f\u8a66\u4f5c\u54c1\u3082\u516c\u958b\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5927\u53e3\u9867\u5ba2\u306f\u307e\u3060\u78ba\u4fdd\u3067\u304d\u3066\u304a\u3089\u305a\u72ec\u81ea\u6280\u8853\u3082\u4e0d\u8db3\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u7c73\u56fd\u306eIBM\u3084\u30d9\u30eb\u30ae\u30fc\u306eIMEC\u304b\u3089\u6280\u8853\u652f\u63f4\u3092\u53d7\u3051\u3066\u3044\u308b\u3002<\/p>\n
\u4e16\u754c\u3067TSMC\u30fb\u30b5\u30e0\u30b9\u30f3\u30fb\u30a4\u30f3\u30c6\u30eb\u306e3\u793e\u3057\u304b\u9032\u51fa\u3067\u304d\u3066\u3044\u306a\u3044\u5148\u7aef\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u4e8b\u696d\u306b\u30e9\u30d4\u30c0\u30b9\u304c\u53c2\u5165\u3057\u3088\u3046\u3068\u3059\u308b\u306a\u304b\u3001TSMC\u306e2\u30ca\u30ce\u6280\u8853\u304c\u6d41\u51fa\u3057\u3066\u30e9\u30d4\u30c0\u30b9\u306b\u6e21\u3063\u305f\u53ef\u80fd\u6027\u304c\u6d6e\u4e0a\u3057\u3066\u3044\u308b\u306e\u3060\u3002<\/p>\n
\u5076\u7136\u306b\u3082\u3001\u3053\u308c\u307e\u3067\u871c\u6708\u95a2\u4fc2\u3060\u3063\u305f\u53f0\u6e7e\u3068\u65e5\u672c\u306e\u95a2\u4fc2\u306b\u3082\u5909\u5316\u306e\u5146\u3057\u304c\u898b\u3089\u308c\u308b\u3002\u6628\u5e74\u521d\u3081\u3001TSMC\u306e\u718a\u672c\u5de5\u5834\u306f\u8a08\u753b\u767a\u8868\u304b\u3089\u308f\u305a\u304b28\u30ab\u6708\u3067\u5b8c\u6210\u3057\u3001\u8d85\u9ad8\u901f\u3067\u7a3c\u50cd\u3092\u958b\u59cb\u3057\u3001\u3059\u3050\u306b\u7b2c2\u5de5\u5834\u306e\u5efa\u8a2d\u3082\u6c7a\u5b9a\u3057\u305f\u3002\u3057\u304b\u3057\u5148\u6708\u306e4-6\u6708\u671f\u6c7a\u7b97\u767a\u8868\u3067\u3001TSMC\u306f\u718a\u672c\u7b2c2\u5de5\u5834\u306e\u5177\u4f53\u7684\u306a\u751f\u7523\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u8a00\u53ca\u3057\u306a\u304b\u3063\u305f\u3002TSMC\u304c\u3059\u3067\u306b\u7c73\u56fd\u306b\u5927\u898f\u6a21\u306a\u6295\u8cc7\u3092\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u65e5\u672c\u306e\u4e8b\u696d\u5c55\u958b\u306e\u901f\u5ea6\u306b\u8abf\u6574\u304c\u5165\u308b\u53ef\u80fd\u6027\u3082\u6307\u6458\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n
\u25c7\u30a2\u30b8\u30a2\u306e\u534a\u5c0e\u4f53\u5927\u56fd\u306b\u5e83\u304c\u308b\u300c\u6280\u8853\u6d41\u51fa\u300d\u306e\u6ce2<\/p>\n
TSMC\u306f2\u30ca\u30ce\u30c1\u30c3\u30d7\u3092\u53f0\u6e7e\u30fb\u9ad8\u96c4\u3067\u5e74\u5185\u306b\u91cf\u7523\u958b\u59cb\u4e88\u5b9a\u3067\u3042\u308a\u3001\u7c73\u30a2\u30ea\u30be\u30ca\u306b\u30822\u30ca\u30ce\u5de5\u5834\u3092\u5efa\u8a2d\u4e2d\u3060\u30023\uff5e4\u30ca\u30ce\u30d7\u30ed\u30bb\u30b9\u7528\u306e\u30a2\u30ea\u30be\u30ca\u7b2c1\u30fb\u7b2c2\u5de5\u5834\u306b\u7d9a\u304f\u30013\u30ab\u6240\u76ee\u3068\u306a\u308b\u7c73\u56fd\u5de5\u5834\u3060\u3002\u5f53\u6642\u30012\u30ca\u30ce\u30c1\u30c3\u30d7\u3092\u53f0\u6e7e\u4ee5\u5916\u3067\u751f\u7523\u3059\u308b\u3053\u3068\u306b\u5bfe\u3057\u3001\u53f0\u6e7e\u56fd\u5185\u3067\u306f\u53cd\u5bfe\u4e16\u8ad6\u304c\u6cb8\u304d\u8d77\u3053\u3063\u305f\u304c\u3001\u305d\u306e\u4e3b\u306a\u6839\u62e0\u306f\u300c\u53f0\u6e7e\u3092\u5b88\u308b\u30b7\u30ea\u30b3\u30f3\u30b7\u30fc\u30eb\u30c9\u306e\u5f31\u4f53\u5316\u300d\u3068\u300c\u6280\u8853\u6d41\u51fa\u306e\u61f8\u5ff5\u300d\u3060\u3063\u305f\u3002<\/p>\n
\u534a\u5c0e\u4f53\u7523\u696d\u306e\u56fd\u5bb6\u7684\u306a\u91cd\u8981\u6027\u304c\u9ad8\u307e\u308b\u306a\u304b\u3001\u97d3\u56fd\u30fb\u53f0\u6e7e\u306e\u307f\u306a\u3089\u305a\u3001\u4e2d\u56fd\u3067\u3082\u6280\u8853\u6d41\u51fa\u554f\u984c\u306e\u6df1\u523b\u3055\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n
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