メモリ価格上昇と「HBM」特需 / シリコンサイクルの夜明け

from NEXT投資ワード / 未来を読み解く · host Stock Innovation

長い冬の時代が終わり、半導体市況に春が訪れようとしています。今回のテーマは『メモリ価格の反転』。DRAMおよびNANDフラッシュのスポット価格上昇は、単なる需給調整ではありません。生成AIサーバーに不可欠な「HBM（広帯域メモリ）」への生産シフトが生んだ、構造的な供給不足です。Samsung、SK Hynix、Micron。「3強」の戦略転換が市場に及ぼすインパクトと、この価格上昇局面で恩恵を受ける日本の製造装置メーカーについて、雀松朱司が解説します。

Episode metadata supplied by the publisher feed · Published Feb 22, 2026

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メモリ価格上昇と「HBM」特需 / シリコンサイクルの夜明け

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